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I  '5^3 ; 


o 


THE 


General  Electric  Review 


VOLUME  XXIII 


1920 


PUBLISHED    BY 

GENERAL  ELECTRIC  COMPANY 

SCHENECTADY,   N.   Y. 


T'K 
I 


TWO  DOLLARS  PER  YEAR 


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GENERAL  ELECTRIC 

REVIEW 


VOL,  XXIII,  No.    1 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady,  N.   Y. 


JANUARY,   1920 


AUTOMATIC   ARC    WELDING    MACHINE 

In  Operation  on  a  14-in.  Shaft,  Increasing  the  Diameter  's  in. 

by  Means  of  Self-feeding  Wire  Electrode 


/~\NE  of  the  few  things  not  affected  by 
^-^  the  World  War  or  by  the  conditions 
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ity. Prices  of  materials  and  labor  have 
changed.  But  in  all  the  essentials  that 
define  value  and  determine  serviceability, 
"NORf!\fl"  standards  have  been  inflexibly 
maintained  regardless  of  cost. 


See  that  your  Motors 
are  "NORMA"  Equipped 


THE  NORMA  COMPANY  OF  AMERICA 

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Hall.  Roller.  Thrust,  Combination  Bearintis 


General  Electric  Review 

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Vol.   XXIII.  No.    1 „,  Ge,^r^^&\ru'Z,.pa,.y JANUARY,    1920 

CONTENTS                                                                 Page 
Frontispiece:  William  LeRo)-  Emmet 2 


Edison  Medal  for  1919  is  Awarded  to  William  LeRoy  Emmet .3 


Some  Developments  in  the  Electrical  Industry  During,'  1919 

By  John  Liston 


Thermostatic  Metal 57 

Bv  Hhxky  Herrman 


Electric  Propulsion  of  Merchant  Ships GO 

Bv  W.  L.  R.  EiMMi-T 


Im]jroving  the  Mazda  Autdmoliilc  Headlight  Lamj) .        .        .     07 

B\-  L.   C.    PORTliR 


An  Absolute  Method  for  Determining  Coefficients  of  Diffuse  Reflection  ....      72 

B^"  F.  A.  Benford 


WILLIAM   LEROY   EMMET 

who  has  recently  been  awarded  the  Edison  Medal  lor  inventions 
and   developments    of   electrical    apparatus   and    prime    movers 


EDISON  MEDAL  FOR  1919  IS  AWARDED  TO  WILLIAM  LeROY  EMMET 


The  Edison  Medal  Committee  of  the 
American  Institute  of  Electrical  Engineers 
recently  announced  that  the  Edison  Medal 
for  the  year  191!)  had  been  awarded  to 
William  LcRoy  Emmet  "for  inventions  and 
developments  of  electrical  apparatus  and 
prime  movers." 

This  is  a  signal  honor  for  Mr.  Emmet — 
an  honor  right  well  deserved  as  reward  for  his 
valuable  work  in  the  electrical  industry,  and 
for  the  courage  and  masterh-  ability  which 
he  displayed  in  evolving  the  steam  turbine 
from  an  obscure  embryonic  stage  of  dc^'clop- 
mcnt  to  the  most  highly  improved  and  satis- 
factory prime  mover  known;  and  in  later 
years  for  his  advocacy  and  development  of  a 
system  of  electric  propulsion  for  ships  of 
the  navy  and  other  large  vessels  which  has 
been  phenomenallv  successful  in  application 
and  which  has  every  indication  of  being  epoch 
making. 

Mr.  Emmet  was  born  at  Pelham,  N.  Y., 
July  10,  1S59,  son  of  William  Jenkins  and 
Julia  Colt  (Picrson)  Emmet,  grandson  of 
Robert  and  Rosina  (Hublcy)  Emmet,  and 
great-grandson  of  Thomas  Addis  Emmet 
(q.v.),  the  first  one  of  the  family  in  America. 
The  latter  was  the  distinguished  Irish  patriot 
and  leader  in  the  Society  of  United  Irishmen 
in  179S,  and  an  elder  brother  of  the  ideal 
patriot  of  the  Irish  race,  Robert  Emmet,  who 
was  executed  in  Dublin  in  ISO.'j. 

He  was  educated  at  schools  in  Canada, 
New  York,  and  subsequently  entered  the 
United  States  Naval  Academy,  where  he 
was  graduated  in  ISSl.  He  served  as  a  cadet 
midshipman  until  1SS3  at  Annapolis  and  on 
board  U.  S.  S.  Essex,  and  re-entered  the  Navy 
as  junior  lieutenant  in  1898,  serving  as 
navigator  on  the  U.  S.  S.  Justin  during  the 
period  of  the  Spanish  War. 

Mr.  Emmet  first  became  associated  with 
electrical  work  in  1887  when  he  entered  the 
employ  of  the  Sprague  Electric  Railway  & 


Motor  Compan}'.  He  later  went  with  the 
Buffalo  Railway  Company  as  electrical  engi- 
neer, and  soon  afterwards  accepted  a  position 
with  the  Edison  General  Electric  Co.,  in  the 
Chicago  district.  His  association  with  the 
General  Electric  Company  began  with  its 
organization  in  1892. 

Prior  to  his  achievements  in  the  steam 
turbine  field,  he  attained  prominence  through 
his  work  in  developing  the  general  use  of 
alternating  current,  and  a  number  of  inven- 
tions, which  since  have  come  into  universal 
use,  stand  to  his  credit.  Among  his  more 
important  electrical  inventions  arc  the  oil 
switch  and  varnished  cambric  cable;  he  also 
invented  several  types  of  transformers,  several 
different  forms  of  insulation  for  alternators, 
and  many  devices  that  are  employed  in  con- 
nection with  the  Curtis  steam  turbine.  His 
most  brilliant  accomplishments,  however, 
have  been  more  in  the  nature  of  an  institutor 
of  new  methods  and  ideas  than  an  inventor, 
and  a  great  deal  of  his  most  useful  work  could 
not  be  patented  nor  perhaps  even  classified 
as  invention.  His  qualifications  have  specially 
fitted  him.  for  finding  new  scope  for  the  talent 
and  facilities  of  the  Company's  organization. 

Mr.  Emmet  is  the  author  of  "Alternating 
Current  Wiring  and  Distribution"  (1894), 
and  of  ntunerous  important  papers  presented 
before  the  American  Institute  of  Electrical 
Engineers  and  other  engineering  societies. 
He  is  a  member  of  the  American  Philo- 
sophical Society,  American  Institute  of  Elec- 
trical Engineers,  American  Society  of  Mechan- 
ical Engineers,  Society  of  Naval  Architects 
and  Marine  Engineers  and  of  the  Naval 
Consulting  Board  of  the  United  States.  He 
is  also  a  member  of  the  University  and 
Engineers'  Clubs  of  New  York,  the  Mohawk 
Golf,  Tobique  Salmon,  Mohawk,  Edison, 
and  Schenectady  Boat  Clubs.  He  received 
the  honorary  degree  of  D.  Sc.  from  Union 
College. 


lanuary,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  I 


Some  Developments  in  the  Electrical  Industry 

During  1919 

By  John  Liston 
Plblication  Bureau,  General  Electric  Company 

Mr.  Liston's  annual  review  has  been  a  feature  of  our  January  issue  for  a  number  of  years.  It  is  always 
an  instructive  and  interesting  summary  of  the  recent  developments  in  the  industry,  and  this  year  the  author 
has  more  to  tell  than  ever  before.  The  year  1919,  in  spite  of  a  bad  start,  was  one  of  the  best  business  years 
that  we  have  known  and  was  chock-full  of  new  enterprise. — Editor. 


With  the  termination  of  hostilities,  the 
Electrical  Industry-,  as  the  result  of  its  pre- 
vious intensified  efforts  in  research  work  and 
constnictive  production  for  war  purposes, 
found  itself  possessed  of  a  rich  heritage  of 
scientific  achievement,  much  of  which  could  be 
practically  applied  to  meet  commercial  needs. 

Even  at  the  beginning  of  the  first  year  of 
peace,  the  readjustment  to  a  peace  basis, 
which  had  begun  promptly  after  receipt  of 
the  news  of  the  signing  of  the  armistice,  was 
well  advanced  in  many  lines.  Thus,  projects 
which  had  perforce  to  be  abandoned  during 
the  war,  were  again  carried  forward,  and, 
combined  with  the  urgent  requirements  of 
reawakened  industries  for  electrical  appara- 
tus, resulted  in  an  unprecedented  volume  of 
output  by  the  end  of  the  year,  despite  the 
unfavorable  conditions  at  its  beginning. 

Among  the  many  ])rominent  dcveloijm.ents, 
one  of  the  most  important  is  not  electrical, 
although  it  is  a  direct  product  of  the  electrical 
industry.  This  is  the  \-ery  marked  increase 
in    the    equipment    of    inerchant    shijjs    with 


geared-turbine  dri^e,  as  the  result  of  the 
favorable  operating  records  made  by  ships 
so  propelled,  some  of  which  ha\-e  been  in 
sen-ice  for  a  period  of  more  than  three  years 
(Fig.  1)  without  replacement  of,  or  repairs 
to,  their  turbine  installations. 

Another  important  item  is  the  adoption, 
for  the  first  time,  of  electrical  propulsion  for 
large  cargo  boats  and  the  standardization  of 
this  method  for  the  larger  ships  of  our  navy. 

In  aviation  work,  the  supercharger  has 
given  every  indication  of  present  and  ])oten- 
tial  value  in  this  special  field,  while  the  radio 
developments  referred  to  constitute  a  com- 
\)\^ite  new  system  which  is  susceptible  of  wide- 
spread application  on  a  commercial  basis. 

As  in  previous  articles  on  this  subject,  the 
electrical  ajjparatus,  turbines,  etc.,  referred 
to  are  all  i)roducts  of  the  General  Electric 
Company,  but  references  to  their  develop- 
ment will  serve  as  an  indication  of  the  ten- 
dencies in  design  and  construction  as  well 
as  the  general  trend  of  i)rogress  in  the  electri- 
cal manufacturing  industry  as  a  whole. 


Fig.  1.     S.S.  Hanna  Nielsen  Propelled  by  a  2S00-h.p.  Two  plane  Type  Marine  Geared  Turbine.     This  ship  has  an  active 
service  record  of  over  four  years  without  any  repairs  or  replacements  beins  required  for  its  turbine  equipment 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919 


Turbines 

The  removal  of  the  pressure  on  turbine 
production  which  characterized  the  period  of 
the  war,  the  release  from  government  control 
and  the  consequent  rescheduhng  and  cancella- 
tion of  turbines  on  order,  together  with  con- 
ditions which  had  arisen  due  to  shortage  in 
skilled  labor  and  other  warti:ne  handicaps, 
had  the  effect  of  temporarily  arresting  turbine 
development  at  the  beginning  of  the  year. 

In  a  short  time,  however,  the  situation 
changed  radically:  new  parts  were  manu- 
factured to  replace  those  which,  due  to  war- 
time conditions,  were  below  the  high  standard 
which  in  recent  years  has  been  demanded  in 
turbine  construction,  and  in  addition  an 
average  of  two  turbines  per  month  of  from 


Some  interesting  facts  in  regard  to  modern 
turbine  economies  are  found  in  figures  pub- 
lished during  the  year  showing  the  overall 
station  economy  obtained  in  two  moderate 
sized  stations.  The  New  Cornelia  Copper 
Company,  with  75()()-kw.  turbines,  operating 
in  conjunction  with  a  spray  pond,  produced 
under  average  operating  conditions  a  net  kilo- 
watt hour  from  18,S37  B.t.u.  This  corresponds 
to  a  thermal  efficiency  of  18.15  per  cent. 

In  comparing  the  economy  of  this  cooling 
pond  station  with  that  obtainable  in  tide 
water  plants,  allowance  should  be  made  for 
the  obtainable  vacuum  under  operating 
conditions,  and  the  increased  pumping  head 
due  to  the  spray  nozzles.  This  point  is  illus- 
trated by  the  results  obtained  at  the  plant 


Fig.  2. 


25,000-kw..  1800-r.p.m.,  17-stage  Turbine  Direct  Connected  to  25,000-kw.,  60-cycle  Alternating  Current 
Generator.      This  set  is  typical  of  the  large  turbo-generators  produced  during  1919 


lo,000-kw.  to  35,()00-kw.  capacity  were  pro- 
duced, as  well  as  full  output  in  smaller 
units. 

Due  to  the  high  price  of  fuel,  economy  in 
steam  turbine  operation  is  an  increasingly 
important  consideration.  New  development 
has,  therefore,  been  along  the  line  of  im.- 
proved  economy,  even  in  comparatively  small 
ratings. 

A  number  of  the  large  single  cylinder  tur- 
bines (Fig.  2)  which  were  designed  priirarih- 
for  stations  where  economy  is  essential  were 
specially  successful  in  actual  service.  They 
are  ver}-  carefully  proportioned  so  that  at 
the  point  of  maximum  economy  the  velocity 
ratios  and  steam  areas  will  be  conducive  to 
higher  efficiency  than  has  hitherto  been 
possible. 


of  the  Arizona  Power  Company,  where  with 
a  (iOOO-kw.  turbine  and  cool  water,  a  net 
kilowatt  hour  was  produced  from  18,628  B.t.u. 
or  a  thermal  efficiency  of  18.3  per  cent. 

While  these  economies  are  rendered  possi- 
ble by  the  turbine  design,  they  are  also  due 
in  considerable  degree  to  intelligent  operation 
and  careful  selection  of  all  auxiliary  station 
apparatus. 

In  smaller  capacities  improved  economies 
have  been  secured  by  refinements  in  design. 
In  addition  to  driving  generators  (Fig.  3) 
these  turbines  are  used  for  driving,  through 
gearing,  large  pum_ps  for  municipal  pmnping 
plants.  In  this  class  of  work  economy  is  of 
the  utmost  importance,  as  the  units  operate 
at  full  load  for  practically  24  hours  a  day  and 
3()o  days  a  vear. 


Januarys  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


Marine  Geared  Turbines 

On  November  1,  1919,  there  were  24.5  cargo 
boats  in  ser\'ice  which  were  equipped  with 
G-E  marine  geared  turbines  having  an  aggre- 
gate rating  of  612,500  h.p.  Of  these,  130,  with 
a  total  horse  power  of  320,000,  were  installed 
after  January  1,  1919. 

The  turbine  sets,  comprising  five-stage 
ahead  and  two-stage  astern  units  and  one- 
plane  double  reduction  gears,  were  built  in 
horse  power  ratings  of  1800,  2400,  2500,  2600, 
2800,  3000  and  4000,  and  are  specifically 
designed  for  propelling  modern  cargo  boats, 
oil  tankers  and  refrigerating  ships.  The  cur\-e. 
Fig.  4,  shows  the  very  rapid  increase  in  the 
number  of  units  installed  since  1915. 

Practically  all  ships  equipped  since  1916 
have  the  so-called  one-plane  type;  i.e.,  the 
turbine  and  gear  shafts  all  lie  in  one  hori- 
zontal plane;  this  inherently  simple  design 
being  adopted  owing  to  the  necessity  for  the 
speedy  production  of  propulsion  apparatus  for 
ships  to  carry  on  the  world  war  trade. 

The  pre-war  2500-h.p.  geared  turbine  of 
the  two-plane  type  is  shown  in  Fig.  5.  This 
design  was  adapted  to  the  units  required 
for  emergency  shipbuilding  during  the  war, 
and  gave  practically  100  per  cent  of  con- 
tinuous service  without  replacement;  this 
while  in  the  hands  of  the  ever  changing  crews 


260 


W15 


I9I6 


1917  1918 

Years 


1110 


Fig.  4.     Marine  Geared  Turbines  in  Service  in 
Merchant  Ships  up  to  Nov.  1,  1919 

which  manned   the   ships  both   during  and 
succeeding  the  war. 

A  very  large  percentage  of  the  gears  of 
the  pre-war  two-plane  type  have  been  in 
service  for  nearly  four  years  with  negligible 
replacements.     With  the  liberal  increase  in 


Fig.   3       3000-kw..    3600-r.p.m.,    40-stage   Turbo-alternator    with    Vertical    Condenser 


SOME  DEVELOPAIENTS  IX  THE  ELECTRICAL  INDUSTRY  DURING  1919 


size  and  consequent  lower  tooth  pressure, 
and  with  the  immense  amount  of  experience 
gained  in  design,  installation,  lubrication, 
care  and  maintenance,  a  practically  indefinite 
life  can  reasonably  be  predicted  for  this  type 
of  apparatus. 

Four  of  the  twelve  6000-h.p.  tmits  for  the 
propulsion  of  the  "B"  type  of  ship  being 
built  at  Hog  Island  were  shipped,  and  the 
balance  are  now  being  finished  at  the  rate 
of  one  complete  turbine  equipment  every 
two  weeks. 

These  units  (Fig.  U)  consist  of  a  six-stage 
ahead  and  two-stage  astern  cross-compound 
turbine  divided  into  a  high-pressure  and  a 
low-pressure  section,  and  double  reduction 
twin  drive  one-plane  type  gears;  each  turbine 
section  developing  one  half  of  the  full  power. 

The  design  of  the  steam  connections  is  such 
that  in  case  of  necessity  one  section  can 
propel  the  ship  independently  of  the  other 
section.  The  maneuvering  is  easily  accom- 
plished through  the  operation  of  one  double 
levered  throttle  valve. 

Torpedo  Boat  Destroyers 

The  last  three  of  six  turbine  driven  destro}"- 
ers,  viz.,  the  McKean,  No.  90,  the  Hard- 
ing, No.  91,  and  the  Gridley,  No.  92,  had 
their  trial  trips  and  went  into  ser\nce  early  in 
the  year. 

Each  propulsion  unit,  of  which  there  are 
two  for  each  destroyer,  consists  of  one  800- 
h.p.,  lS.36-r.p.m.,  seven-stage  cruising  tur- 
bine, immediately  forward  of  and  connected 


Fig.  5. 


Pre-war  Type  2500-h.p.,  Two-plane 
Marine  Geared  Turbine 


by  a  flanged  coupling  to  a  13,300-h.p.,  3-197- 
r.p.m.,  16-stage  ahead  and  one  stage  astern 
main  turbine  (Fig.  7)  driving  through  twin 
single     reduction     gearing.       The     propeller 


shaft   revolves  at 
full  speed  ahead. 


4.52  r.p.m.   when  running 


Fig.  6.      Testing  a  6000-h.p.  Cross  Compound  Turbine  Set  for  Driving  B  Type  Cargo  Boat 


8         Jamian-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  1 


Fig. 


7.      Destroyer  Type  Cruising  and  Main  Turbines  and  Reduction  Gear 
Cruising  Turbine.  800  h.p. ;    Main  Turbine,  13.500  h.p. 


The  total  speed  reduction  from  the  main 
turbine  speed  to  the  low-speed  gear,  or  pro- 
peller speed,  gives  a  ratio  of  7.74  to  1. 

These  turbines  operate  at  2.50-lb.  gauge 
steam  pressure  and  2S-in.  vacuum  exhaust : 
the  cruising  turbines  delivering  power  up  to 
185(j  r.p.m.  (or  about  20  knots),  with  the 
main  turbines  only  delivering  power  above 
this  speed.  The  design  of  the  m_ain  turbine 
permits  steam  to  be  admitted  to  either  the 
first  or  fourth-stage  nozzles,  depending  upon 
the  speed  required. 

The  last  of  eighty  propulsion  units  similar 
to  those  referred  to  above  were  com])letcd  in 
May,  1919,  for  forty  destroyers  (Nos.  29()-:«o), 
thirt\'-six  of  them  having  been  completed  be- 
fore the  armistice  (Fig.  N). 

Lighting  and  Power  Sets  for  Ships  of  the  U.S.  Navy 

Many  sets,  consisting  of  a  multi-stage  high- 
speed steam  turbine  connected  through  flexi- 
ble   speed-reducing    gears    to    a    multi-polar 


direct-current  generator  in  capacities  of  300 
and  400  kw.,  were  supplied  to  the  government 
for  use  on  battleships  and  batten,-  chargfing 
.submarine  tenders. 

The  turbines  are  built  in  both  condensing 
and  non-condensing  types,  are  mechanically 
strong  and  simple  in  design,  and  embody 
the  necessary  emergency,  back  pressure  and 
circuit  breaker  devices  thoroughly  to  protect 
them  in  service  against  the  possibilities  of 
damage  even  when  in  charge  of  inexperi- 
enced operators. 

A  larger  unit  for  this  specific  sennce,  of 
oOO-kw.  capacity,  was  developed  in  1919  to 
meet  the  rigid  specifications  of  the  navy 
department.  The  turbines  are  of  either  the 
four-stage  condensing  or  non-condensing  type, 
with  a  speed  of  oOOO  r.p.m.  when  oi)erating  at 
2.50-lb.  gauge  steam  pressure  and  vacuum 
exhaust  for  the  condensing  unit,  or  when 
exhausting  against  10-lb.  gauge  back  pressure 
for  the  non-condensing  machine. 


Fig.  8.      U.  S.  Destroyer  Robinson  in  Santa  Barbara  Channel 


SOME  DEVELOPMENTS  IX  THE  ELECTRICAL  INDUSTRY  DURING  1919       9 


This  design  will,  in  a  great  man}-  cases, 
replace  the  300-kw.  sets  where  additional 
demands  have  been  created  for  light  and 
power,  and  the  smaller  units  are  no  longer 
of  sufficient  capacity  to  meet  the  require- 
ments. The  500-kw.  size 
will  also  be  installed  on 
new  battleships  and  battle 
cruisers. 

Electric  Propulsion 

A  great  many  turbine- 
generator  propulsion  sets 
for  installation  aboard  mer- 
chant ships  are  under  con- 
struction at  the  present 
time  and  one  equipment  is 
now  being  installed  on  the 
Powhatan  of  the  West  Coast 
Steamship  Company. 

The  turbines  are  rated 
3150  h.p.,  have  (S  stages, 
operate  normally  at  3000 
r.p.m.  and  are  direct  con- 
nected to  2350-kw.,  50-cy- 
cle,  1150-voIt  alternating- 
current  generators.  Energy 
for  excitation  purposes  is 
furnished  by  two  high-speed 
turbine  generator  sets. 

The  propulsion  is  accomplished  by  one  60- 
pole,  3000-h.p.  motor  which  is  connected  to 
the  propeller  shaft  and  revolves  at  100  r.p.m. 
at  full  speed  ahead. 

The  turbines  are  designed  for  admitting 
exhaust  steam  from  the  ship's  auxiliaries  to  a 


lower  stage,  and  every  advantage  is  taken  to 
obtain  a  high  over-all  operating  efficiency. 

Maneuvering  is  normally  accomplished  by 
two  levers  mounted  on  the  main  operating 
panel  which  is  located  close  to  the  turbine-gen- 


Fig.  9.     300-kw.  Lighting  and  Power  Geared  Turbo-generator  Set 


erator  set ;  the  speed  lever  being  mechanically 
connected  to  the  turbine  governor,  and  the 
motor  control  lever  being  electrically  connected 
to  the  main  exciter  contactors.  In  this  manner 
the  handling  of  the  ship  for  ahead  or  astern 
operation  is  easily  and  simply  accomplished. 


..%**- 


Fig.  10.      Airplane  View  of  U  S.S.  New  Mexico.      The  first  electrically-propelled  battleship 


10       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


U.S.  Battleships 

During  the  year  many  sen-ice  investiga- 
tions were  made  aboard  the  U.S.S.  New 
Mexico*  the  first  capital  ship  of  the  Ameri- 
can   Navy    to    be    electrically    propelled    by 


Mi^^ 


Fig.  H.     Scout  Cruiser  Salem,  the  first  ship  to  use  spring  thrust  propellor  shaft  bearings 


turbine-generator  sets  (Fig.  10);  and  much 
valuable  data  have  been  thus  obtained  which 
will  be  applied  in  the  design  and  operation 
of  future  electrically  driven  ships. 

The  apparatus  for  the  new  battleships 
California  and  Maryland  is  practically  com- 
pleted, and  that  for  the  West  Virginia  is  well 
under  way.  Many  improvements  and  inno- 
vations are  embodied  in  these  units  based  on 
the  experience  gained  in  connection  with  the 
New  Mexico's  sets. 

For  the  battleship  two  units  with  a  total 
of  60,000  h.p.  will  be  required,  and  for  the 
battle  cruisers  four  sets  will  be  installed, 
giving  a  total  capacity  slightly  in  excess  of 
180,000  h.p.  to  give  a  maximum  speed  of 
33  knots. 

The  battleships  will  each  be  propelled  bv 
four  15,G00-h.p.,  2-phase,  5000-volt,  221-r.p.m. 
motors,  while  the  battle  cruisers  will  each 
have  eight  propelling  motors  with  a  unit 
rating  of  22,500  h.p.,  3  phase,  5000  volts  at 
330  r.p.m. 

Spring  Thrust  Bearings 

An  interesting  detail  of  the  equipment  of 
some  of  the  electrical!}'  propelled  ships  is  the 


use  on  the  propeller  shafts  of  spring  thrust 
bearings  having  characteristics  similar  to 
those  which  were  originally  developed  for 
use  as  suspension  thrust  bearings  on  vertical 
shaft  waterwheel-driven  generators. 

These  bearings  have  been 
in  use  in  hydro-electric 
plants  for  several  years 
and,  as  they  have  success- 
fully carried  the  thrust  of 
rotating  loads  up  to  550.000 
lb.  in  this  ser\-ice,  they 
were  adopted  as  a  standard 
equipment  for  G-E  vertical 
shaft  generators,  and  their 
recent  adaptation  to  meet 
the  requirements  of  marine 
service  was  a  logical  devel- 
opment. 

The  pioneer  installation 
was  made  in  March,  191S. 
on  the  20-knot  twin  screw 
scout  cruiser  Salem  (Fig. 
11)  which  is  driven  by 
two  10,000-h.p.  turbines 
through  reduction  gears. 
The  thrust  exerted  by  each 
propeller  shaft  when  rotat- 
ing at  3S0  r.p.m.  is  80,000 
lb.,  and  the  thrust  bearings,  which  are  similar 
in  design  to  that  shown  in  Fig.  12,  are  each 
located  in  a  housing  bolted  to  the  reduction 
gear  cases,  thus  forming  an  integral  part  of 
the  turbine  equipment. 


*See   General   Electric   Review.   April,   1919,  and   G-E 
Booklet  Y-1307. 


Fig.  12.  Spring  Thrust  Bearing  Tor  Marine  Propellor  Shafts 

After  six  months  of  active  sen-ice,  tiiese 
spring  thrust  bearings,  upon  examination, 
proved  to  be  in  as  good  condition  as  when 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      11 


they  were  installed,  and,  in  fact,  indicated  no 
appreciable  wear. 

During  1919  bearings  of  this  type  were  in 
production  for  different  classes  of  electrically 
propelled  ships,  among  them  being  four  cargo 
boats,  two  coast  guard  cutters,  and  a  fishing 
trawler. 

The  cargo  boats  are  eleven  knot  single 
screw  craft,  each  of  which  will  utilize  a  3000- 
h.p.  motor  to  drive  the  propeller  shaft  at 
100  r.p.m.,  giving  a  thrust  of  57,000  lb.  A 
spring  thrust  bearing  is  located  at  the  forward 
end  of  the  motor  shaft  and  its  housing  consti- 
tutes a  part  of  the  bearing  bracket  or  end 
shield  of  the  motor;  this  being  the  first  marine 
application  of  a  combination  motor  end- 
shield  and  thrust  bearing. 

Lubrication  of  the  thrust  bearing  and  motor 
iournal  bearings  will  be  supplied  by  a  pump, 
driven  from  the  motor  shaft. 

On  the  16-knot,  single-screw  coast  guard 
cutter  the  thrust .  bearing  will  be  located  aft 
of  the  2600-h.p.  130-r.p.m.  driving  motor 
and  will  be  subjected  to  a  thrust  of  33,000  lb. 
It  will  be  lubricated  by  the  turbo-generator 
oiling  system. 

The  10}  2-knot  single  screw  trawler  with  a 
400-h.p.,  direct-current  driving  motor  has  a 
self-oiling  thrust  bearing  (Fig.  13)  located 
aft  of  the  motor  and  sustains  a  thrust  of  7500 
lb.  with  the  propeller  revolving  at  200  r.p.m. 

It  should  be  understood  that  these  spring 
thrust  bearings  are  all  of  the  single-collar 
type,  are  self-aligning,  and  show  greatly  re- 
duced friction  losses  as  compared  with  the 
rigid  multi-collar  type  heretofore  used  for 
propeller  shafts.* 

Radiator  Cooling 

Among  the  latest  features  considered  in 
the  development  of  the  turbine-driven  alter- 
nator is  that  of  a  closed  system  of  ventilation. 

Under  certain  conditions  long  air  ducts  of 
large  cross-section  for  the  inlet  and  outlet  of 
cooling  air  required  by  the  alternator  are 
highly  objectionable,  not  alone  from  a  con- 
sideration of  the  loss  of  the  valuable  space 
which  they  might  occupy,  but  sometimes  on 
account  of  the  openings  being  in  a  region  of 
poisonous  or  injurious  gases. 

In  such  cases  a  closed  system  of  ventilation 
is  desirable.  With  this  arrangement,  how- 
ever, it  is  necessary  to  remove  the  heat  of 
the  generator  losses  from  the  cooling  air, 
which  is  used  over  and  over  again.  Generally 
an  air  washer  may  be  utilized  for  this  purpose 

•Article  General  Electric  Review,  February,  1919,  by 
H.  G.  Reist. 


to  the  best  advantage,  but  there  are  important 
cases  where  the  use  of  an  air  washer  is  impos- 
sible because  of  the  character  of  the  available 
cooling  water. 

In  order  to  meet  such  special  conditions, 
it  is  now   considered   quite   advisable,   as   a 


Fig.  13.     Spring  Thrust  Bearing  Installed  on 
Steam  Trawler 

result  of  nmnerous  tests,  to  utilize  a  water 
cooled  radiator  of  the  fin  and  tube  type  whose 
function  would  be  the  reverse  of  that  of  an 
automobile  radiator. 

It  may  be  surprising  to  know  that  a  radiator 
having  a  core  of  100  cubic  feet  would  have  a 
good  margin  in  capacity  for  cooling  the  air 
from  a  25,000-kv-a.  turbine  alternator. 

That  the  use  of  a  radiator  is  quite  feasible 
from  a  consideration  of  space,  resistance  to 
air  flow,  rate  of  heat  transfer,  etc.,  will  be  ex- 
plained by  an  article  in  the  Februan,'  issue 
of  the  General  Electric  Review.  The 
advantages  of  this  system  are  specially  ^'alu- 
able  on  shipboard. 

The  Supercharger 

In  connection  with  turbine  research  work, 
there  was  developed  a  turbine-driven  super- 
charger for  airplane  engines,  utilizing  the 
energy  of  the  exhaust  gases  of  the  engine  to 
drive  a  small  centrifugal  compressor  which 
can  supply  air,  at  sea-level  density,  to  the 
engine  intake  at  high  altitudes. 

The  importance  of  this  airplane  auxiliary, 
which  makes  it  possible  to  maintain  high 
engine  _  efficiency  at  high  altitudes,  can  be 
appreciated  when  it  is  understood  that  en- 
gines not  provided  with  a  supercharger  de- 


12      Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII,  No.  1 


liver  only  50  per  cent  of  their  sea-level  energy 
at  18,000  ft.  elevation,  while  at  25,000  ft.  the 
reduction  is  about  75  per  cent. 

The  supercharger  was  first  developed  in 
the  laboratory',  and  after  factor}'  tests  was 
taken  to  the  summit  of  Pikes  Peak,  Colorado. 


of  137  miles  per  hour  as  compared  with  its 
best  previous  performance,  under  similar 
conditions  but  without  the  supercharger,  of 
96  miles  per  hour. 

The  turbine  rotor  and  the  light  weight 
impeller  of  the  compressor  are  mounted  on 
a  common  shaft  (Fig.  15) 
and  normally  rotate  at 
about  22,000  r.p.m.,  a  sim- 
ple valve  in  the  exhaust 
piping  of  the  airplane 
engine  permitting  the  pilot 
fuU  control  of  its  opera- 
tion. The  weight  of  the 
entire  equipment,  includ- 
ing all  necessars'  piping,  is 
about  100  lb. 


Fig.  14.     LePere  Biplane  Equipped  with  G-E  Supercharger  in  Te»t 
Flight  Above  McCook  Field,  Dayton,  Ohio 


where  for  several  weeks  it  was  subjected  to 
long  continued  operation  tests  in  connection 
with  an  airplane  engine.  Its  satisfacton- 
performance  under  these  conditions  gave 
even.'  assurance  of  its  safet\-  and  practical 
value,  and  on  August  2,  1919,  the  pioneer 
flight  of  an  airplane  equipped  with  a  G-E 
supercharger  took  place  at  McCook  Field, 
Dayton,  Ohio. 

A  LePere  biplane  (Fig.  14)  driven  by  a 
12-cylinder  Libert}^  Alotor  was  used,  and  at 
an  elevation  of  18,400  ft.  it  attained  a  speed 


Electric  Traction 

Activities  in  the  electric 
traction  field  were  largely 
confined  to  the  installation 
of  automatic  substations 
and  the  purchase  of  the  one- 
man,  light-weight  safety 
cars.  Electrification  proj- 
ects in  the  course  of  con- 
struction progressed  satis- 
factorily, but  few  new  de- 
velopments were  initiated. 
Because  of  the  lack  of  financial  resources, 
there  was  ver>'  little  addition  to  power  equip- 
ment by  electric  railways,  with  exception  of 
the  automatic  substation. 

Electrification 

The  principal  electrificatioh  in  the  United 
States,  and  without  doubt  the  most  important 
project  of  its  kind,  is  the  Chicago,  Milwaukee 
&  St.  Paul  Railway,  which  has  completed  a 
217  mile  extension  across  the  state  of  Wash- 
ington from  Othello  to  the  cities  of  Seattle 


Fig.  15.     Biplane  Equipped  with  a  G-E  Supercharger  which  can  be  seen  back  of  the  upper  blade  of  the  propetlor 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      13 


and  Tacoma.  The  substations  and  the  trans- 
mission lines  are  now  ready  for  operation, 
and  the  overhead  construction  is  completely 
installed.  Locomotive  deliveries  were  com- 
pleted by  the  end  of  the  year  and  electrical 
operation  over  the  entire  distance  should  be 

an  accomplished  fact  early  in  

1920.  Two  freight  locomo- 
tives were  placed  in  operation 
in  October,  1919,  on  the  2.2 
per  cent  grade  west  of  the 
Columbia  River,  releasing  for 
other  service  five  steam  en- 
gines ordinarily  used  for 
pusher  service  on  this  grade. 

The  five  bi-polar  gearless 
passenger  locomotives  (Fig. 
16)  are  now  completed,  the 
first  unit  having  been  shipped 
on  November  1,  1919. 

The  electrification  of  the 
government  owned  steam 
suburban  lines  radiating  from 
the  city  of  Melbourne, 
Australia  (Fig.  17),  progressed 
materially  during  the  year. 
About  200  miles  of  line  are 
now  operating  electrically, 
the  major  part  of  the  work- 
having  been  completed  since 
the  war,  which  held  up  all 
construction  work. 

The  contracts  for  this  work  were  awarded 
some  time  ago,  and  included  orders  for  400 
complete  motor  car  equipments.  Each  equip- 
ment consisted  of  four  GE-239,  750/1500- 
volt  motors,  multiple  unit  control,  air  com- 
pressors, and  other  accessories.  Orders  were 
later  placed  for  four  1500-kw.,  1500-volt 
synchronous  converters  which  are  now  in 
operation,   and  control   equipment   was   also 


furnished  for  400  trail  cars.  This  1500-volt 
direct  current  electrification  is  apparently 
operating  with  all  the  success  which  was 
predicted  for  it,  and  work  is  being  pushed 
rapidly  on  the  completion  of  the  remaining 
suburban  lines 


Fig.  17. 


1500-volt  Direct  Current  Multiple  Unit  Train  on  Victorian 
Railway,  Melbourne,  Australia 

The  Salt  Lake,  Garfield  &  Western  Railway 
completed  its  change-over  to  electrical  opera- 
tion during  the  summer  and  is  now  operating 
about  21  miles  of  line  with  multiple  unit 
equipment  and  G-E  automatic  substations. 

Another  electrification  which  will  begin 
operation  during  the  present  year  is  the 
Hershey  Cuban  Railway,  which  will  operate 
a    line    about    60    miles    in    length    between 


*»" 


■>-wv,.5.i,--: 


'rjrit 


tV>«J^'Si»fW »»»»«,; 


.?,V.«J-»^>">i^^ 


.?"-.»,*,-         ;„  .,, 


Fig.  16.      265-ton  Gearless  Passenger  Locomotive  in  Test  for  Chicago,  Milwaukee  &  St.  Paul  Railway 


14       Tanuarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


Havana  and  Matanzas,  Cuba.  About  one 
half  of  this  road  is  now  operating;  with  steam 
engines  and  the  remainder  will  be  new  con- 
struction. 


motor-generator  set  now  being  installed  for 
supplementing  the  power  supply  to  the  Michi- 
gan Central  R.R.  operating  electric  locomo- 
tives through  the  Detroit  river  tunnel. 

Autom.atic  substation  equip- 
ment was  sold  in  Cuba.  Aus- 
tralia and  Xew  Zealand,  and 
inquiries  were  received  from 
other  foreign  countries.  At 
the  end  of  1919.  there  were 
approxim.ately  50  G-E  equip- 
ments in  operation  and  about 
twenty  more  either  under  con- 
struction or  being  installed. 


Fig.  18. 


lOOO-kw.  Automatic  Railway  Substation  Installed  for  Pacific 
Electric  Railway 


The  electrical  equipment  furnished  includes 
G-E  power  and  substation  machinery,  over- 
head line  material,  motor-car  equipment  and 
locomotives.     The  trolley  po- 
tential will  be  1200  volts  direct 
current   and   the   substations 
are  of  the  standard  automatic 
type,    each    containing    two 
obO-kw.  600-volt  synchronous 
converters  operating  in  series. 
A  third  unit  will  be  installed 
in  each  station  as  a  spare. 

There  are  seven  electric 
locomotives  on  order,  each 
weighing  60  tons.  These  will 
be  used  for  hauling  raw  sugar 
and  other  freight  to  ports  for 
shipment.  The  passenger  traf- 
fic over  this  line  will  be  hand- 
led by  multiple  unit  motor 
cars,  fifteen  of  which  will  be 
used,  each  equipped  with  four 
GE-263  motors  and  Type  PC 
control. 
Automatic  Substations 

The    continued    popularity 
of  the  automatic  substation 
(Fig.  18)  is  shown  in  the  increased  orders  for 
various  types  and  sizes  up  to  2000-kw.  and 
15G0-volts  direct  current.     The   largest  unit 
so  far  constructed  is  a  2000-lav.  synchronous 


Safety  Cars 

One   of   the   most    popular 
outfits  in  the  electric  railway 
field  during  the  past  year  was 
the  light   weight   safety   car, 
large  numbers  of  which  were 
utilized    to    replace    heavier 
equipment.    Results  obtained 
from  the  operation  of  these 
cars  indicate  that   their  use 
will,  to  a  certain  extent,  assist 
operating  companies  in  keep- 
ing   down    the    cost    of    operation    without 
the  necessit>"  of  resorting  to  increased  fares. 
Practically  all  safet\-  cars  employ  the  type 


Fig.  19.     Light  Weight  Safety  Cars  for  Eastern  Wisconsin  Electric  Co- 
equipped  with  GE-2S8  motors  and  K-63  control 


K-63  controller,  which  was  specially  designed 
for  this  service.  For  motive  power,  the 
GE-258  motor  has  continued  to  be  most 
popular  (Fig.  19). 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      15 


In  order  to  meet  the  preference  of  some 
railways  for  a  motor  of  this  size  with  standard 
sleeve  bearings  instead  of  ball  bearings,  the 
GE-264  railway  motor  was  designed  and  a 
considerable  number  of  these 
are  now  in  service.     Approxi-  ':'':'■ 

mately  1400  of  these  two 
motors  have  been  sold  dur- 
ing the  present  year.  Other 
equipment  for  the  light  weight 
safety  car  includes  the  CP-25 
air  compressor  and  straight 
air  brakes  with  safety  devices 
(Fig.  20). 

Equipment  for  Metropolitan  Rail- 
ways 

On  account  of  the  lack  of 
financial  means  for  adding 
to  their  electrical  equipment, 
there  was  little  activity  in  the 
purchase  of  equipment  for 
heavy  city,  subway  and  ele- 
vated lines.  Orders  were 
placed,  however,  for  600  more 
GE-248  railway  motors  for 
the  Brooklj'n  Rapid  Transit  Company,  mak- 
ing a  total  of  approximately  1600  of  these 
motors  now  in  service.  The  Boston  Elevated 
Railway  Company  is  also  putting  in  ser\'ice 
200  electro-pneumatic  air  brake  equipments 
and  has  placed  orders  for  232  GE-259  motors 
with  tapped  fields  for  replacing  motors  of  an 
obsolete  type  now  in  use. 
Electric  Locomotives 

Aside  from  the  five  265-ton  passenger 
locomotives  which  were  completed  for  the 
new  Chicago,  Milwaukee  and  St.  Paul 
electrification,*  there  were  also  two  70-ton 
switchers  for  the  same  line,  which  are  now 
in  operation  on  the  Rocky  Mountain  Division. 

Work  is  nearing  completion  on  the  50-ton, 
1200-volt  locomotives  ordered  some  time  ago 
for  the  South  Manchurian  Railway  in  China, 
and  on  four  60-ton,  1200-volt  locomotives 
for  the  Cienfuegos,  Palmira  and  Cruces  Rail- 
way in  Cuba. 

jDther  locomotives  under  construction  in- 
clude seven  60-ton  units  for  the  Hershey 
Cuban  Railway  previously  mentioned,  and 
a  30-ton  switching  locomotive  for  Harlowton 
Mills  at  Lawrence  Mass.,  and  other  indus- 
trial types. 
Miscellaneous  Railway  Equipment 

The  power  limiting  and  indicating  system 
installed    along    the    lines    of    the    Chicago, 

*  See  article  by  W.  D.  Bearce  in  December,  1919,  General 
Electric  Review. 


Milwaukee  and  St.  Paul  electrification  has 
shown  interesting  possibilities.  By  the  use 
of  this  scheme,  the  Company  has  been  able 
to  maintain  an  unusually  high  load  factor. 


Fig.  20.     Safety  Car  Handling  Rush  Hour  Traffic  at  the  Indiana  Steel  Co. 
Terminal,  Gary,  Ind. 


thus  securing  very  nearly  the  minimum  power 
rate  provided  for  in  the  contract  with  the 
Montana  Power  Company. 

High-speed  Circuit  Breakers 

_  The  intensive  study  of  methods  to  protect 
direct  current  machines,  particularly  the  60- 
cycle  600-volt  synchronous  converter,  from 
flashing,  was  continued  during  1919  with  im- 
portant results  and  there  were  developed 
three  graduated  forms  of  protection  which 
will  now  give  immunity  under  all  operating 
conditions. 

First,  commutating  poles  of  a  high  reluct- 
ance type  with  much  stronger  field  windings 
than  those  previously  used  were  designed, 
tested  in  service  and  adopted  as  standard. 
This  insures  ample  protection  where  operating 
conditions  are  favorable. 

Second,  where  greater  protection  is  required 
the  machines  can  be  provided  with  a  type  of 
flash  barrier  which  has  fully  demonstrated  its 
value  in  railway  service  on  lines  where  severe 
short  circuits  are  of  frequent  occurrence. 

Third,  the  highest  degree  of  protection 
includes  the  use,  with  the  foregoing,  of  a 
newly  developed  high  speed  circuit  breaker 
(Fig.  21)  which  has  fully  demonstrated  its 
value  under  tests  of  much  greater  severity 
than  those  imposed  by  the  most  unfavor- 
able conditions  encountered  in  actual  serv- 
ice. 


16       Januar>-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo   1 


Standard  circuit  breakers  have  alwa}"s  been 
much  too  slow  in  operation  to  prevent  flash- 
overs  on  heavy  short  circuits.  Repeated 
tests  have  indicated  that  a  circuit  breaker,  to 
prevent  flashover.  should  operate,  stop  the 
current  rise  and  reduce  it  below  the  flashing 


Fig.  21.      High  Speed  Circuit  Breaker,  showing  Limiting 
Resistance  and  Connections  Used  During  Test 


value  in  something  less  than  the  time  required 
for  a  commutator  bar  to  pass  from  one  brush- 
holder  to  the  next.  On  a  60-cycle  machine 
this  means  a  speed  of  appro.ximateh'  eight 
one-thousandths  of  a  second,  whereas  the 
ordinary  circuit  breaker  operates  in  about 
eight  to  ten  onc-hundredths  of  a  second. 

A  simplified  diagram,  illustrating  the 
principal  features  of  this  breaker  and  the 
connections  for  the  negative  side  of  a  gen- 
erator, is  shown  in  Fig.  22. 

Fi  and  F->  represent  a  laminated  field 
structure  something  like  that  of  an  ordinarv 
alternating  current  magnet.  The  poles  of 
Fi  and  Fi  are  bridged  by  a  very  light  armature 
A  pivoted  at  P.  which  is  held  in  contact  with 
the  field  b>-  a  shunt  coil  5i  energized  from  an>- 
convenient  constant  voltage  source,  such  as 
the  exciter  circuit  or  the  main  bus. 

The  series  bucking  bar  S-z,  which  electro- 
magnetically  trips  the  breaker,  is  located  be- 


tween the  poles  of  the  field  magnet  in  a  plane 
perpendicular  to  the  plane  of  the  lamiiiations 
and  in  ver>-  close  proximity  to  the  armature, 
so  that  a  given  current  flowing  in  it  produces 
a  maximum  change  in  the  armature  fivix  with 
a  minimimi  change  in  the  flux  interlinking 
the  shunt  winding  Si. 

The  tension  spring  attached  to  the  armature 
provides  a  means  of  adjusting  the  breaker 
and  also  gives  the  high  speed  opening  of  the 
contacts.  The  main  contact  tips  Ci  and  d 
are  of  the  solid  copper  type  used  so  success- 
fully on  railway-  contactors.  The  blowout  coil 
S  is  of  the  series  type  and  designed  to  g^ve  a 
ver\-  intense  magnetic  field  at  the  contacts. 

Several  hundred  short  circuit  tests  were 
made  of  this  circuit  breaker  on  the  Chicago, 
Milwaukee  &  St.  Paul  aoOO-volt  motor-gen- 
erator sets  and  also  by  short  circuiting  the 
trolley  conductors  at  various  distances  from 
the  substations,  and  there  were  no  cases  of 
failure  in  the  protection  afforded.  Five  of 
these  circuit  breaker  equipments  have  already 
been  provided  for  locomotives  and  eight  for 
the  substations  on  this  system. 

At  the  Railwav  Convention  at  Atlantic 
City,  Oct.  4-10,  lit'lO,  a  3()0-k%\-.,  600-volt,  60- 
cycle  synchronous  converter  protected  by  a 
high  speed  circuit  breaker  was  subjected  to 


'^a'r/rf   WxAJ 


Fig.  22.     Connections  of  JR  High  Speed  Circuit 

Breaker,  Schematic  Diagram  for  Negative 

Side  of  Generator 

short  circuit  from  two  to  three  times  per 
hour.  This  public  test  was  continued  with 
entire  success  throughout  the  five  days  of 
the  convention. 

Automatic  Generating  Stations 

The  success  of  the  automatic  generating 
station  at  Cedar  Rapids,  Iowa  (.Fig.  23),  and 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      17 


the  man}'  railway  automatic  substations  in 
sendee  has  encouraged  the  development  of 
other  generating  and  substations  along  auto- 
matic lines. 

An  automatic  hydro-electric  generating 
station  was  developed  for  the  Blue  River 
Power  Company  at  Seward,  Neb.  This 
plant  consists  of  a  240-kv-a.,  120-r.p.m., 
6()-cycle,  240()-volt  waterwheel-drivcn  gen- 
erator, and  three  SO-kv-a.,  24,00()/24(X)-volt 
transformers,  and  is  the  first  of  several 
stations  to  be  installed  on  this  system. 

A  second  installation  is  for  the  Ontario 
Power  Company  at  Ontario,  Cal.  This  con- 
sists of  one  500-kv-a.,  GO-cycle  generator 
direct-connected  to  a  Pelton  waterwheel. 
Instead  of  being  entirely  automatic  this 
station  is  controlled  by  pilot  wires  from  a 
manually  operated  station  a  few  miles  below 
on  the  same  stream. 

When  the  operator  desires  to  start  the  re- 
mote controlled  plant,  he  closes  the  control 
circuit,  which  opens  the  nozzle  to  the  Pelton 
wheel.  When  the  machine  is  up  to  speed, 
he  synchronizes  it  and  then  increases  the  load 
to  any  desired  amount  by  a  further  opening 
of  the  nozzle. 

The  machine  can  be  shut  down  at  the  will 
of  the  operator  by  closing  a  second  control 
circuit,  but  in  case  of  necessity,  due  to  over- 
load or  hot  bearings,  this  generator  will  shut 
down  automatically. 


as  a  spare.  It  feeds  three  3-phase  feeder 
circuits  and  three  single-phase  feeder  circuits 
which  are  controlled  by  automatic  oil  circuit 
breakers  with  a  so-called  notching  relay. 

This   relay    (Fig.    25)    will   close   a   circuit 
breaker  if  it  has  tripped  out,  and  reclose  it 


.  23.    Automatic  Hydro-electric  Generating  Station,  Iowa  Railway  &  Light  Company 
General  view  showing  three  60-cycle.  500-kv-a.,  60-r.p,m.,  2200-voIt 
automatically-controlled  generators 


Fig.  24.    Temperature  Relay,  with  Cover  Removed,  used  for 

Protection  against  Hot  Bearings  in  Automatic 

Generating  Stations 

if  it  trips  out  the  second  time  within  a  brief 
period.  If  the  short  circuit  has  not  cleared 
itself  by  this  time  and  the  cir- 
cuit breaker  trips  out  a  third 
time,  the  circuit  will  remain 
open  until  the  circuit  has  been 
cleared  and  the  switch  closed 
by  an  operator.  Thus  the 
notching  relay  automatically 
performs  the  usual  duties  of 
an  operator  when  a  switch  is 
tripped  out  in  a  substation. 

One  of  the  3-phase  feeder 
circuits  leads  to  several  con- 
stant current  series  lighting 
transformers.  The  switch  in 
this  circuit  is  opened  and 
closed  by  means  of  a  Warren 
time  clock,  and  in  addition  is 
under  the  control  of  the  notch- 
ing relay. 


Automatic  Distributing  Stations 

An  automatic  distributing  station  was 
developed  for  the  Maiden  Electric  Company, 
Maiden,  Mass.  This  substation  equipment 
comprises  one  3000-kv-a.  transformer  plant 
fed  over  one  22,000-volt  line,  with  a  second 


Radio  Communication 

It  was  demonstrated  during  the  war  that 
practically  continuous  day  and  night  trans- 
oceanic radio  service  could  be  effectively  main- 
tained. It  is  now  a  matter  of  history  that 
radio   was   largely   used    for    communication 


IS       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


between  the  United  States  and  the  armies  in 
Europe  and  that  the  great  war  was  brought 
to  a  close  by  negotiations  conducted  by  radio. 
The  work  of  the  year  1919  was  directed  to 
adapt  the  system  of  radio  communication 
which  had  beenldeveloped,  to  the  increasing 


Fig.  25.    Notching  Relay,  Single-pole,  Single-throw,  600  Volts.    Contacts  are 

opened  and  remain  open  until  reset  by  hand,  if  three  separate  impulses 

are  given  on  the  coil  circuit  within  a  definite  time  of  each  other 


demands  of  commercial  communication  in 
peace  times.  An  analysis  of  conditions  of  the 
radio  art  as  left  by  the  war  shows  that  while 
radio  has  proven  efficient  and  reliable,  the  sys- 
tems which  were  used  were  inadequate  to  meet 
the  great  volume  of  international  commercial 
traffic  which  is  reasonably  to  be  expected. 

The  practical  and  commercial  aspects  of 
these  new  demands  are  being  met  by  the 
construction  of  a  large  number  of  200  kw. 


*  See  article  by  J.  R.  Hewett  in  Gener.\l  Electric  Review, 
August.  1919. 

tSee  paper  by  E.  F.  W.  Aleianderson  in  A.I.E.E.  Proceedmgs 
October,  1919. 


radio  frequency  alternators  with  auxiliaries 
for  equipping  radio  stations  in  all  parts  of 
the  world. 

These  high  power  radio  equipments  (Fig. 
26)  are  of  the  type  which  were  used  dur- 
ing the  war  in  the  Xaval  Radio  station 
at  New  Brunswick,  N.  J.,  which  was 
depended  upon  by  the  Na^•^■  for  com- 
munication with  Europe  during  the 
war  and  for  the  peace  negotiations.* 
It  was  also  through  this  station  that 
transatlantic  radio  telephonic  mes- 
sages were  sent,  and  the  telephone 
communication  established  between 
officials  in  Washington  and  President 
Wilson's  ship  at  sea.f 

The  new  equipments  which  are 
being  constructed  embody  a  number 
of  features  which  will  make  possible 
increased  traffic  capacity.  The  meth- 
ods that  have  been  proposed  for  this 
purpose  are: 
Closer  spacing  of  wave  lengths,  making 
possible  seven  commercial  wave  lengths 
within  the  range  now  occupied  by  one 
station. 

2.  Increasing  the  speed  of  transmission 
from  20  words  a  minute  to  100  words  a 
minute  or  more. 

3.  Improvements  in  the  receiving  device 
whereby  several  communications  can  be  car- 
ried on  with  the  same  wave  lengths,  b>- 
adjusting  the  receiver  so  that  the  messages 
are  intercepted  only  from  one  direction  with- 
out interference  with  other  messages  which 


1. 


Fig.  26.     200-kw.  High  Frequency  Induction  Motor-driven  Alternator  of  the  Type  Adopted  for  Commercial  Radio  Service 


SOAIE  DP:VEL0PAIENTS  IX  THE  ELECTRICAL  INDUSTRY  DURING  19 li)      19 


are  carried  by  the  same  wave  lengths  in 
other  directions. 

The  increase  of  the  number  of  radio 
stations  in  the  world  by  the  closer  spacing 
of  wave  lengths  is  made  possible  by  the  use 
of  the  high  frequency  alternator,  and  par- 
ticularly by  the  accurate  method  of  speed 
regulation  which  has  been  developed.  Thus 
different  alternators  may  be  operated  to 
transmit  different  messages  at  speeds  and 
frequencies  differing  only  by  1  per  cent, 
whereas  the  speed  of  each  alternator  is 
regulated  to  within  one  tenth  of  1  per  cent. 

Although  the  alternators  are  driven  bv 
ordinary  induction  motors  from  commercial 
power  supply,  this  accurate  regulation  of 
speed  has  become  possible  by  the  new  type 
of  saturation  regulator  (Fig.  27)  which  "has 
been  developed  for  this  purpose.  This  reg- 
ulator is  a  choke  coil  containing  iron,  and  is 
connected  in  series  with  the  power  leads  of  the 
induction  motor.  The  inductance  or  choke 
effect  of  this  coil  is  controlled  by  a  vibrator 
regulator  of  the  ordinary  power  station  type, 
which  again  is  controlled  by  a  sensitively  tuned 
high  frequency  circuit.  In  this  way  an  in- 
duction motor  driven  from  an  ordinary' 
power  supply  can  be  made  to  operate  at  a 
speed  varying  not  more  than  one  tenth  of 
line  per  cent,  although  the  load  on  the  motor 
is  varying  continuously  in  accordance  with 
the  dots  and  dashes  of  the  telegraph  code. 

The  increase  of  the  transmitting  speed  to 
one  hundred  words  per  minute  or  more  for 


HIljH    FREQ.  SET 
MOTOR     ALTER. 


POWER     GO 


TO  ANTENr>IA 


SPEED     REGULATOR 
ALTERNATING    CURRENT  PRtVE 

Fig.  27.    Arrangement  for  Speed  Regulation  of  Induction  Motor 
Driven  by  High  Frequency  Alternator 

telegraphy,  and  in  fact  the  complete  control 
of  the  radiation  by  the  human  voice,  has 
been  accomplished  by  the  magnetic  amplifier 
(Fig.  28)  which  is  a  device  based  upon  satu- 

*  Paper  on  Simultaneous  Sending  and  Receiving,  Proceedings 
of  I.R.E.,  August,  1919. 


ration  of  an  iron  core  and  operated  analo- 
gously by  the  saturation  regulator  controlling 
the  power  flow  to  the  induction  motor.  In 
order  to  commercialize  high  speed  sending 
new  types  of  relays  have  been  developed 
which  control  the  saturating  current  of  the 


Fig.  28.     Relation  of  Magnetic  Amplifier  to  Other  Parts  of 
Radio  Transmission  Equipment 

magnetic  amplifier  for  telegraphy  at  speeds 
considerably  more  than  one  hundred  words 
per  minute. 

For  the  reception  of  high  speed  signals  a 
new  type  of  photographic  recorder  has  been 
developed.  The  recorder  is  a  highly  sensitive 
type  of  oscillograph  which  prints  on  a  sensi- 
tized strip  of  paper  the  dots  and  dashes  of 
the  high  speed  telegraph  messages.  This 
machine,  which  has  been  developed  in  com- 
mercial form,  not  only  exposes  the  photo- 
graphic tape  but  develops  and  dries  the  tape 
so  that  it  comes  out  of  the  machine  ready  for 
translation  on  the  typewriter. 

The  method  of  high  speed  transmission 
and  reception  of  messages  not  only  makes 
possible  a  larger  volume  of  radio  traffic  but 
makes  the  messages  for  practical  purposes 
as  secret  as  the  messages  over  telegraphic 
wires. 

The  increase  of  radio  traffic  by  several 
communications  on  the  same  wave  length 
is  made  possible  by  the  development  of  the 
"barrage  receiver"  (Fig.  29),  and  other 
methods  of  simultaneous  sending  and  receiv- 
ing.* The  barrage  receiver  is  constructed  on 
the  principle  that  the  messages  are  received 
on  two  or  more  antennae  which  have  dif- 
ferent_  sensitiveness  to  signals  from  different 
directions.  The  instrument  can  be  adjusted 
so  that  a  signal  from  any  one  or  from  several 
directions  can  be  neutraHzed  by  bucking 
the  wave  received  on  one  antenna  against 
the    wave    received    on    another    antenna, 


20       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


whereas  the  signal  from  the  desired  direction 
is  not  neutralized  but  in  fact  intensified  by 
the  simultaneous  action  of  the  two  or  more 
antennae. 

Thus  a  receiving  station  may  be  located 
close  to  a  transmitting  station  which  trans- 


Fig.  29.     Radio  Receiving  Set  with  Barrage  Section 

mits  on  the  same  wave  length  and  yet  be 
insensitive  to  the  signal  transmitted  by  that 
station,  whereas  it  receives  signals  from  the 
other  side  of  the  ocean. 

A  receiving  device  operating  on  a  similar 
principle  was  installed  on  President  Wilson's 
ship,  the  George  Washington,  thereby  making 
it  possible  to  speak  through  the  radio  trans- 
mitter of  the  ship  and  at  the  same  time 
listen  to  the  signals  from  shore.  By  the  use 
of  this  apparatus  two-way  conversation  was 
held  successfully  between  the  ship  at  sea  and 
officials  in  Washington,  who  were  speaking 
over  the  telephones  in  the  War  and  Navy 
department,  connected  with  the  high  power 
radio  station  at  New  Brunswick. 

The  Research  Laboratory 

In  the  realm  of  pure  science  there  was 
brought  out  a  new  theory  of  atomic  structure, 
which,  it  is  believed,  constitutes  one  of  the 
most  important  advances  in  theoretical  chem- 
istry that  has  been  made  for  many  decades. 

The  applicability  of  X-ray  S])ectrum  an- 
alysis to  the  study  of  atomic  stnicture  was 
greatly  extended  by  the  discovery  that  single 


large  cr\-stals  are  not  required,  but  that  the 
material  may  be  studied  in  powdered  form. 
This  work  has  indicated  the  possibility  of  a 
new  method  of  not  only  qualitative  but  of 
quantitative  analysis  by  means  of  X-rays. 

Early  in  the  year  a  new  X-ray  tube  designed 
specially  for  dental  work  was  produced  and 
is  now  available  commercially. 

A  new  portable  X-ray  outfit,  including  a 
new  tube,  can  be  operated  from  an  ordinar\- 
lamp  socket,  and  thus  makes  it  practicable, 
for  the  first  time,  to  take  X-ray  plates  of  a 
patient  in  his  own  home. 

The  war-stimulated  development  of  radio 
sets  using  vacuum  tubes  was  continued.  The 
highest  power  \'acuum  tube  set  e\-er  installed 
on  shipboard  was  placed  on  the  George  Wash- 
ington last  spring  for  the  President's  use. 

The  range  of  pressures  over  which  the 
ionization  gauge  can  be  used  was  considerably 
extended.  This  gauge  still  constitutes  the 
best  known  means  of  measuring  an  exceed- 
ingly high  vacuum. 

A  water-japan  was  developed  in  the  lab- 
oratorv'  during  the  war.  but  was  not  placed 
in  production  until  1919.  Its  characteristics 
are  such  that  it  bids  fair  to  replace  ordinar>- 
japan  to  a  large  extent,  since  it  gives  an 
equally  good  coat,  and  at  the  same  time 
completely  eliminates  the  element  of  fire  risk. 

Alternating  Current  Machines 

The  maximum  unit  capacity  for  synchro- 
nous condensers  will  be  doubled,  as  compared 
with  existing  units,  bv  the  installation  of  a 
;5U,000-kv-a.,  600-r.p.m..  GGOO-volt,  .■3-phase. 
.lO-cycle  condenser  which  was  under  construc- 
tion and  nearing  completion  at  the  close  of 
the  year. 

This  machine  (Fig.  30)  will  be  located  at 
Los  Angeles,  Cal.,in  the  Eagle  Rock  substation 
of  the  Southern  California  Edison  System 
where,  in  combination  with  two  lo,0()0-kv-a. 
condensers  already  installed,  it  will  be  utilized 
to  maintain  constant  voltage  on  a  l'iO,tMI(l- 
volt  transmission  line  about  240  miles  in 
length.  It  is  provided  with  a  loO-kw.  2.">()-volt 
direct  connected  exciter. 

On  account  of  its  unusual  size  and  the 
exceptional  stresses  which  will  be  imposed  on 
the  revolving  parts,  the  rotor  is  built  up  of 
laminated  steel  discs  in  place  of  the  usual 
cast  spider.  The  total  weight  of  the  machine 
is  about  .322,000  lb.,  the  stator  weighing 
120.000  lb.,  the  rotor  170,000  lb.  and  the  base, 
bearings,  etc.,  about  .32,0(M1  lb. 

Ventilation  will  be  provided  by  means  of 
air  conducted  from  the  basement,   through 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING   1919      21 


the  machine,  and  discharging  vertically.  The 
guaranteed  losses  for  this  record  capacity 
machine  are  less  than  3  per  cent. 

The  previous  maximum  voltage  for  syn- 
chronous condensers  was  also  exceeded  by  the 
construction  of  two  12,500-kv-a.,  500-r.p.m., 
22,000-volt,  3-phase,  50-cycle  units  (Fig.  31) 
for  the  Andhra  Valley  Power  Supply  Co.,  of 
Bombay,  India* 

In  view  of  its  exceptional  rated  voltage, 
special  insulation  was  required,  and  under 
test  the  coils  successfully  withstood  a  potential 
of  50,000  volts. 

The  32,500-kv-a.  12,000-volt  waterwheel- 
(Iriven  generator  which  was  referred  to  in 
last  year's  article  was  completed  and  shipped 
during  the  year  (Fig.  32).  It  is  now  being 
installed  for  the  Niagara  Power  Co.  and  rep- 
resents the  maximum  capacity  for  machines 
of  this  class. 

Among  the  large  alternators  under  con- 
struction is  a  26,700-kv-a.,  300-r.p.m., 
6600/1 3, 200-volt  generator  which  will  be 
direct  driven  by  a  1.300-h.p.  induction  motor. 
As  this  machine  is  intended  solely  for  testing 
oil  switches,  it  is  designed  with  very  low 
reactance  so  as  to  secure  the  largest  possible 
current  values  under  short  circuit. 

There  is  also  an  exceptionally  large  motor- 
generator  set  designed  for  use  as  a  frequency 
converter.  The  motor  is  rated  12,000  kv-a., 
7500  volts,  3  phase,  30  cycles,  and  the  gen- 
erator 15,000  kv-a.,  5000  volts,  60  cycles. 
The  set  will  be  reversible  in  operation  and 
will  be  installed  at  the  Battle  Creek,  Mich., 
station  of  the  Consumers  Power  Co.,  where 
it  will  tie  in  the  30  and  60-cycle  systems. 

A  complete  new  line  of  small  vertical 
shaft  waterwheel  generators  was  placed  in 
production.  These  represent  170  different 
ratings  ranging  in  capacity  from  30  to  1000 
kv-a.  with  speeds  of  from  360  to  100  r.p.m. 
for  potentials  of  240,  480,  600  and  2300  volts. 
These  machines  (Fig.  33)  were  designed 
specially  to  meet  the  demand  for  an  efficient, 
moderate  priced  generator,  particularly  for 
low  head  operation  on  relatively  small 
streams,  and  to  permit  the  economical  ex- 
tension of  the  small  automatic  generating 
station. 

An  important  feature  of  the  standard 
equipment  is  the  plate  type  combined  sus- 
pension spring  thrust  and  guide  bearing  with 
which  all  sizes  are  equipped.  These  bearings 
as  well  as  the  lower  guide  bearings  are  all  self 
oiling. 

♦Article  by  M.  C.  Olson  in  General  Electric  Review, 
November,  1919. 


22       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  1 


A  noticeable  tendency  during  the  \ear  ^\■as 
the  increased  use  of  synchronous  motors  for 
driving  air  compressors,  ice  machines,  flour 
mills,  rubber  mills,  pulp  grinders,  Jordan 
engines,  etc.,  which  is  indicative  of  a  growing 
appreciation  of  this  type  of  motor  for  me- 
chanical work  combined  with  power-factor 
correction  and  a  better  understanding  among 
industrial  engineers  of  the  true  economy  of 
reasonable  expenditures  to  inaintain  high 
power-factors  on  their  lines. 

During  191S  the  increased  use  of  synchro- 
nous motors  in  this  way  was  more  than  100 
per  cent  over  preceding  years,  and  a  further 
increase  of  about  65  per  cent  was  shown  by 
installations  made  in  1919.  The  capacities 
in  greatest  demand  ranged  from  125  to  600  h.p. 


shaft,  and  is  automatically  retarded  and 
brought  to  rest,  stopping  accurately-  in  the 
dump  and  at  the  loading  chute. 

A  similar  installation  has  been  in  operation 
several  years  for  the  Inspiration  Consolidated 
Copper  Company,  but  at  a  rope  speed  of  only 
750  feet  per  minute,  whereas  the  present  equip- 
ment with  a  rope  speed  of  1500  feet  per  minute 
represents  a  considerable  advance  in  the  prac- 
tice of  automatic  control  of  mine  hoists. 

These  installations  indicate  the  possibilities 
of  a  more  general  adoption  of  automatic 
features  of  operation  in  mine  hoist  ser\'ice. 

The  Oliver  Iron  Mining  Company  placed  in 
operation  ten  induction  motor-driven  mine 
hoists  at  the  Xorrie-Aurora  Mines,  Ironwood, 
Michigan.     This  installation  consists  of  five 


Fig.  31.     One  of  Two  12,500-kv-a.,  22,000-volt  Synchronous  Condensers,  which  has  a  higher 
voltage  rating  than  any  previously  built  machine  of  this  type 


Mine  Hoists 

An  important  installation  placed  in  service 
in  the  latter  part  of  1919  is  that  of  the  C,  B.  & 
Q.  R.  R.  at  its  mine  operated  by  the  Valier  Coal 
Company  in  southern  Illinois.  The  drive  con- 
sistsof  a  i350-h.p.  direct  current  motor  (Fig.  34) 
direct  connected  to  a  single  cylindrical  drum 
on  which  two  ropes  wind  for  balanced  opera- 
tion of  two  self-dumping  skips.  The  motor  is 
served  by  a  1000-kw.  flywheel  motor-generator 
set,  operated  by  public  service  power. 

The  most  noteworthy  feature  of  this  in- 
stallation is  its  semi-automatic  operation. 
The  trip  may  be  started  either  by  an  operator 
on  the  hoist  platform,  in  the  usual  manner, 
or  by  the  skip  tender  at  the  bottom  of  the 


S75-h.p.  36()-r.p.m.  motors  (Fig.  35)  for  ore 
hoists,  and  five  400-h.p.  360-r.p.m.  motors  for 
man  hoists,  all  operating  on  2200-volt,  tU)- 
cycle  circuits  with  liquid  rheostat  control. 
These  hoisting  equipments  arc  noteworthy 
by  reason  of  the  carefulh^  worked  out  system 
of  safety  devices  and  also  as  representing 
what  is  probabl\-  the  largest  aggregation  of 
induction  motor-driven  hoists  in  a  single 
mining  system. 

Among  the  larger  hoisting  equipments 
under  construction  is  one  for  the  Homcstake 
Mining  Company,  Lead,  South  Dakota,  com- 
prising a  1400-h.p.,  63-r.p.m.  direct-connected 
hoist  motor  with  a  1 100-kw.  fl\-whecl  set  and 
66,000-lb.  flvwheel 


SOiME  DEVELOPMI-XTS  IX  THE  ELECTRICAL  INDUSTRY  DURING  1919      23 


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24      January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


Toward  the  close  of  the  year  an  order  was 
received  for  two  5000-h.p.  mine  hoists  for  the 
Randfontein  Central  Gold  Mining  Company, 
Ltd.,  of  South  Africa.  When  these  are  com- 
pleted they  will  be  of  considerably  greater  ca- 
pacity than  any  existing  electrical  mine  hoists. 

The  apparatus  comprising  each  of  these 
hoisting  equipments  includes  the  following: 
two  2500-h.p.,  106-r.p.m.,  600-volt  direct-con- 
nected motors  supplied  by  a  375-r.p.m.  motor- 
generator  set  consisting  of  a  5000-h.p.,  2000- 
volt  slip-ring  induction  motor  dri\'ing  two 
2000-kw.,  600-volt  generators  with  a  60-kw. 
exciter.     Ward  Leonard  control  will  be  used. 

These  hoists  will  serve  a  5000-ft.  shaft  and 
will  carry  five  tons  of  ore  per  trip  at  a  rope 
speed  of  approximately  4000  ft.  per  minute. 

Roller  Bearing  Hoist 

The  one-ton  Sprague  hoist  which  has  been 
on  the  market  for  a  number  of  years  was 
redesigned  to  include  roller  bearings  through- 
out. This  detail  change  is  of  considerable 
practical  importance  as  it  solves  the  lubrica- 
tion problem  which  has  always  been  a  difficult 
one  with  hoists  of  this  capacity  on  account  of 
the  lack  of  attention  which  frequently  char- 
acterizes their  use. 

The  roller  bearings  are  packed  in  grease. 
which  does  not  need  to  be  renewed  more  than 
two  or  three  times  a  year. 

Electric  Winch 

An  improved  totalh-  enclosed  vertical 
winch  (Fig.  36)  was  brought  out,  equipped 
with  a  vertical  motor  which  can  be  cither  of 
the  series  wound  direct-current  t>-pe,  or  the 
slip-ring  alternating-current  type. 

This  winch  is  now  produced  in  a  number 
of  ratings,  up  to  12,000  lb.  pull,  at  2o  ft.  per 
minute.  A  large  number  of  them  with  direct- 
current  motors  and  with  a  rating  of  8000  lb. 
.50  ft.  a  minute,  arc  being  installed  along  the 
route  of  the  New  York  State  Barge  Canal, 
where  they  will  be  used  for  warping  canal- 
boats  up  to  the  docks. 

Electric  Shovels 

A  radical  departure  from  previous  practice  is 
found  in  a  recenth"  developed  electrical  sho\-el 
equipment  in  that  it  eliminates  all  rheostat 
losses  and  the  possibility  of  heavy  peak  loads 
and  requires  no  overload  relays  or  other  form 
of  protection  for  the  electrical  machinery. 

The  equipment  comprises  a  four-unit  syn- 
chronous motor-generator  set  (Fig.  37)  with 
a  direct  connected  exciter.  There  are  three 
generators,  one  for  supph'ing  current  direct 
to  the  two  170-h.p.  hoist     motors  and   one 


each  for  the  60-h.p.  swinging  and  crowding 
motors,  so  that  each  of  these  three  motor 
circuits  is  supplied  by  an  indi^-idual  generator. 
The  hoist  generator  is  rated  at  2.50  kw.  and 
the  other  two  at  50  kw.  each.  A  master  con- 
troller is  provided  for  each  circuit  and  the  con- 
trol is  effected  entirely  by  voltage  variation. 

Due  to  the  length  of  the  motor-generator 
set  and  the  possibility  of  mechanical  strains 
to  which  it  might  be  subjected  when  installed 
on  a  platform  which  must  frequently  be 
moved  over  rough  ground  in  ser\-ice,  the 
set  is  divided  into  two  pairs  of  machines, 
each  pair  being  mounted  on  a  separate  base. 
The  two  shafts  are  united  by  means  of  a 
flexible  coupling. 

There  is  also  a  motor  for  operating  the 
dipper  trip,  which  is  rated  at  50-lb.  torque 
and  is  thrown  in  or  out  of  circuit  b^'  means  of 
a  push  button  switch  located  in  the  handle 
of  the  crowder  motor  controller.  This  small 
motor  is  energized  from  the  1  lO-volt  alternat- 
ing-current lighting  circuit.  The  other  motors 
are  all  230-volt  direct  current. 

This  unique  set  was  constructed  for  use  on 
a  coal  stripper  shovel  similar  to  that  shown 
in  Fig.  38,  but  its  extreme  simplicity  renders 
it  readily  adaptable  for  the  operation  of  any 
size  or  type  of  electric  shovel. 

Steel  Mills 

During  the  year  there  was  added  approxi- 
mately 40.000  ii.p.  (normal  continuous  rating) 
to  the  existing  capacity  of  main  roll  drives 
installed  by  the  General  Electric  Company. 

The  electrical  equipment  driving  the  40-in. 
reversing  blooming  mill  at  the  Sparrows 
Point  plant  of  the  Bethlehem  Steel  Co.  was 
put  in  ser\'ice  in  April  antl  has  been  in  suc- 
cessful operation  since  that  time.  This  equip- 
ment has  a  double  unit  reversing  motor  having 
a  normal  continuous  capacity  of  5000  h.p. 
(Fig.  39)  at  .50  r.p.m.  and  a  momentary  torque 
capacity  of  approximately  2.()00,00()  lb.  at 
one  foot  radius  at  any  speed  frona  zero  to 
50  r.p.m.  Power  for  this  blooming  mill  motor 
is  derived  from  a  fl_\-vvhecl  motor-generator 
set  (Fig.  40),  consisting  of  two  2000-kw. 
generators,  one  .3000-h.])..  (iCiOO-volt  induction 
motor,  and  one  50-ton  flywheel,  operated  at 
a  speed  of  375  r.]).m. 

The  layout  of  the  Sparrows  Point  mill  is 
such  that  the  blooms,  which  are  rolled  from 
ingots  in  the  40-in.  blooming  mill  can  bo 
delivered  without  reheating  to  a  24-in.  six- 
stand  continuous  billet  mill  which  is  driven 
by  a  4000-h.p.,  S3-r.p.m.,  (UiOO-volt  induction 
motor  (Fig.  41). 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      2; 


The  product  of  this  billet  mill  can  be  de- 
livered direct  to  an  IS-in.  six-stand,  continuous 
billet  and  sheet  bar  mill  which  is  driven  bv  a 
3250-h.p.,  94-r.p.m.,  (lOdO-volt  induction 
motor. 


tion  motor,  and  one  oU-ton  flywheel  operating 
at  a  speed  of  'MiU  r.p.m. 

The  structural  and  bar  mill  consists  of  one 
stand  of  three-hish  28-in.  rolls  driven  by  a 
250l)-h.p.,    .S2-r.p.m.,    (560U-volt    motor,   and 


Fig.  36.     Sprague  Vertical  Dock  Winch 

with  Self-contained  Electrical 

Equipment 


Fig.  38.      Electric  Stripping  Shovel,  Piney  Fork  Coal  Company,  Smithfield.  Ohio 


During  the  early  part  of  the  year  the  new 
mills  at  the  Fairfield  Works  of  the  Tennessee 
Coal,  Iron  &  Railroad  Co.  were  put  in  opera- 
tion. The  first  mill  to  be  started  was  the 
United  Engineering  &  Foundry  Co.'s  36-in. 
by  110-in.  plate  mill,  which  is  driven  by  a 
4000-h.p.,  .S2-r.p.m.,  6600-volt  induction  motor 
with  direct  connected  flywheel  (Fig.  42). 

The  45-in.  reversing  blooming  mill  has  an 
electrical  equipment  which  is  the  largest 
reversing  blooming  mill  equipment  in  this 
country.  It  is  driven  by  a  double-unit  revers- 
ing motor  having  a  normal  continuous  capac- 
ity of  5600  h.p.  at  5.5  r.p.m.  and  a  momentary 
torque  capacity  of  2,300.000  lb.,  at  one  foot 
radius,  at  any  speed  from  zero  to  .50  r.p.m. 
Power  for  this  reversing  motor  is  derived  from 
a  motor-generator  set  consisting  of  three  2000- 
kw.  generators,  one  40(IO-h.p..  (KiOO-volt  induc- 


three  stands  of  2()-in.  rolls  driven  by  a  3000- 
h.p.,  6600-volt  motor  with  double  range 
modifled  Scherbius  speed  regulating  set,  by 
means  of  which  the  motor  sj^ecd  may  be 
varied  from  130  to  155  r.p.m.,  the  synchronous 
speed  being  144  r.p.m. 

The  most  revolutionary  installation  in  the 
Fairfield  Works  is  the  electric  drive  for  the 
hydraulic  intensifier  for  the  1250-ton  bloom 
and  slab  shear  in  the  blooming  mill.  For 
reasons  of  mill  layout  it  was  necessary  for  a 
single  shear  to  be  used,  powerful  enough  to 
cut  12-in.  by  44-in.  slabs  and  fast  enough  to 
keep  ahead  of  the  mill  on  8-in.  by  <S  in.  or  6-in. 
by  6-in.  billets  to  be  cut  in  comparatively 
short  lengths. 

To  obtain  this  combination  of  power  and 
speed  a  hydraulic  intensifier  was  decided 
upon     which     would     nrdinarih-     be     steam 


Fig.  37.      Four-unit  Synchronous  Motor-generator  Set  for  Current  Supply  to  Electric  Shovel 


26       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  1 


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SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      27 


driven.  But  as  this  would  ha\-e  required  a 
boiler  plant  for  this  drive  alone,  the  builder 
of  the  shear  proposed  an  Ilgner-Ward  Leonard 
reversing  drive  with  rack  and  pinion  to  replace 
the  steam  cylinder  of  a  steam  intensifier. 

This  drive  comprises  a  direct  current  motor, 
700  h.p.  continuous  capacity,  <S6  r.p.m.,  with 
a  momentary  capacity  of  24.50  h.p.,  a  fly- 
wheel motor-generator  set  and  a  special 
control  system.  The  electric  drive  has  shown 
itself  ample  for  all  demands  upon  it  and  has 
thoroughly  justified  its  selection. 

There  in  now  under  construction  an  elec- 
trical equipment  for  a  40-in.  reversing  bloom- 
ing mill,  for  the  Tata  Iron  &  Steel  Co.,  at 
Sakchi,  India.  This  equipment  is  similar  to 
that  installed  on  the  45-in.  blooming  mill  at 
the  Fairfield  Works  of  the  Tennessee  Coal, 
Iron  &  Railroad  Co.,  already  described, 
except  that  the  induction  motor  driving  the 
flywheel  set  is  a  5()-cycle  instead  of  a  (JO- 
cycle  machine. 

For  the  Superior  Sheet  Steel  Co.,  of  Canton, 
Ohio,  construction  work  was  started  on  two 
lOOO-h.p.,  oOO-r.p.m.  induction  motors  each 
to  drive  a  30-in.  sheet  mill.  This  represents 
a  departure  from  standard  sheet  mill  practice 
in  the  use  of  a  300-r.p,m.  motor  which  necessi- 
tates a  gear  ratio  of  approximately  10  to  1. 
The  majority  of  installations  in  the  past  have 
used  gear  ratios  of  approximately  S  to  1 . 

One  of  the  most  interesting  applications  of 
induction  motors  with  modified  Scherbius 
speed  regulating  sets  is  that  at  the  Riverdale 
Plant  of  the  Acme  Steel  Goods  Co.  The  mill 
is  a  10-in.  continuous  hoop  mil],  and  consists 
of  a  roughing  train  of  six  horizontal  rolls  and 
a  vertical  edging  roll  driven  by  a  900,  ooO-h.p., 
325/197-r.p.m.  induction  motor  with  modified 
Scherbius  speed  control;  an  intermediate 
stand  driven  by  a  50/100-h.p.,  300/  OOO-r.p.m. 
direct  current  motor,  and  a  finishing  train 
consisting  of  five  stands  of  horizontal  rolls 
driven  by  a  1800/1200-h.p.,  240,  I60-r.p.m. 
induction  motor  with  modified  Scherbius 
speed  control. 

Extensive  developments  at  the  plant  of  the 
Buffalo  Bolt  Company,  Buft'alo,  N.  Y.,  in- 
cluded the  replacement  of  a  direct  current 
motor  driving  a  merchant  mill  b}-  an  induction 
motor  with  modified  Scherbius  speed  regulat- 
ing set. 

Printing  Presses 

A  new  type  of  combined  predetermined 
speed  and  full-automatic  control  for  printing 
machines  was  developed.  The  equipment 
(Fig.  43)  consists  essentially  of  a  combined 


CEMF  and  current  limit  type  self-starter, 
with  dynamic  brake  and  vibrating  field  rela}'. 
A  separate  field  rheostat,  operated  by  pilot 
motor,  is  under  the  control  of  the  push- 
button stations. 

The  speed  can  be  changed  from  the  push- 
button stations  through  a  range  of  3:1,  or  the 
field  rheostat  setting  can  be  left  at  any  point 
and  the  motor  will  automaticallot'  accelerate  to 
the  speed  corresponding  to  this  setting. 

An  exceptional  jirinting  press  equipment 
produced  in  1919  is  shown  in  Fig.  44.  This 
is  a  direct-current,  full-automatic  printing- 
press  control  for  handling  a  large  newspaper 
press  driven  by  two  100-h.p.  motors,  each 
motor  being  equipped  also  with  a  10-h.p 
starting-motor  for  obtaining  the  slow  motion 
and  threading-in  speeds.  The  two  panels 
are  arranged  for  ])arallel  operation,  the  pilot 
motors  being  coupled  together  so  that  the  load 
between  the  two  100-h.p.  motors  will  be 
equally  divided  by  a  proper  division  of  the 
armature  or  field  resistances. 

The  printing  press  which  these  motors 
drive  is  one  of  the  largest  in  existence. 

Dynamometers 

In  order  adequately  to  meet  conditions 
brought  about  by  the  increasing  size  of 
aviation  and  marine  gasolene  engines,  a  new 
electric  dynamometer  (Fig.  4.5)  of  exceptional 
size  was  constructed  for  testing  them. 

During  the  war  a  considerable  number  of 
dynamometers  were  built  for  testing  Liberty 
motors.  These  were  rated  at  400  h.p.  at 
1700  r.p.m.,  whereas  the  new  machine  has  a 
rating  of  600  h.p.  at  1200  r.p.m.,  and  has  a 
maximum  speed  of  2000  r.p.m. 

Fractional  Horse-power  Motors 

The  outstanding  feature  in  regard  to  frac- 
tional horse-power  motors,  that  is,  motors 
rated  at  from  ?4  h.p.  down  to  1/200  h.p.,  was 
the  enormous  increase  in  production  achieved 
during  1919.  As  compared  with  1918,  this 
increase  represents  an  advance  of  about  l.'iO 
])er  cent,  and  as  compared  with  1916  of  over 
300  per  cent. 

During  the  ten  years  in  which  these  small 
motors  have  been  in  standardized  quantity 
production,  the  field  of  their  utility  has 
steadily  broadened,  and,  whereas  they  were 
originally  used  on  a  very  limited  number  of 
household  devices  and  other  light  weight' 
machines,  they  are  now  applied  to  more  than 
100  diff'erent  classes  of  standard  devices. 

Originally  the  motors  were  applied  as  an 
auxiliary  to  the  device  which  they  operated. 


28       Jauuar>-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  1 


but  with  the  steady  growth  of  their  popu- 
larity, the  driven  machine  has  in  many  cases 
been  modified  so  that  now  the  motor  drive 
often  constitutes  an  integral  part  of  the 
complete  outfit.  The  motor  designer,  on  the 
other    hand,    has    modified    the    mechanical 


Fig.  43. 


Sprague  Automatic  Prcdetermincdl 
Speed  Control  Panel 


details  of  the  motor  from  time  to  tim.e  so  as 
to  render  possible  the  most  compact  arrange- 
ment of  the  completed  device,  combined  with 
the  most  efficient  application  of  the  electrical 
energ}-. 

Ever}'  type  of  these  small  motors  is  designed 
with  as  much  care  and  manufactured  with 
as  great  accuracy  and  attention  to  detail  as 
the  huge  turbines  or  waterwheel  generators 
which  supply  the  large  central  stations  and 
transmission  lines  of  the  country,  and  the 
sam^e  care  is  also  exercised  in  their  test.  Each 
unit,  no  matter  how  low  its  rating,  is  given  an 
individual  shop  test  before  shipment.  This 
policy  has  resulted  in  a  reliability  in  operation 
which  has  recomjrended  itself,  not  only  to 
the  engineer,  but  also  to  the  users  of  the  motor 
driven  machines. 

By  means  of  electrical  exhibits,  demonstra- 
tions by  central  stations  and  sales  agents, 
and  by  advertising,  education  in  regard  to 
the  adai)tability  of  electric  motors  has  been 
carried  on,  with  the  result  that  in  all  house- 


hold devices  such  as  washing  machines, 
vacuum  cleaners,  small  pvunps  and  air  com- 
pressors, etc..  where  power  application  is 
required,  the  fractional  horse-power  motor  is 
now  generally  recognized  both  by  the  manu- 
facturer and  the  general  public  as  gi\'ing 
entirely  dependable  ser^'ice. 

Transformers 

A  number  of  small  transformers  designed 
to  be  used  between  one  line  and  neutral  of  a 
66,000-volt,  3-phase  grounded  neutral  system 
have  been  operating  successfully  for  several 
months.  They  are  especially  suitable  for  use 
as  small  town  lighting  transformers  or  con- 
trol transformers  in  automatic  sub-stations, 
but  some  of  them  have  been  used  with 
entire  success  for  the  much  more  severe 
sen-ice  of  "pulling"  oil  wells. 

These  transformers  have  one  end  of  the 
winding  permanently  grounded  to  the  core  and 
tank  and  are  provided  with  a  terminal  (Fig. 
4(j)  for  connecting  to  the  grounded  neutral 
of  the  system.  The  insulation  is  graded  from 
the  grounded  end  to  the  line  end  which  passes 
through  the  single  cover  bushing. 

The  cost  of  high  voltage  bushings  is  a 
large  perbentage  of  the  total  cost  of  these 


Fig.  44.     2100-h.p.  Sprague  Control  P«nel  Arranged 
for  Four-motor  Control.  Chicago  Tribune 

small  transformers,  and  the  saving  thus 
effected  by  the  use  of  only  one  bushing  makes 
it  possible  for  small  communities  near  high 
tension  transmission  lines,  but  remote  from 
the  usual  central  station  or  sub-station 
facilities,  to  secure  economical  electric  service. 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      29 


The  demonstrated  advantages  of  the  four- 
part  "distributed  core"  (Form  K)  used  for 
many  years  for  small  lighting  transformers 
have  led  to  the  extension  of  this  construction 
(Fig.  47)  to  larger  units,  and  during  the  past 
year  it  was  standardized  for  single  phase 
transformers  up  to  1000  kv-a.  at  33,000  volts. 
This  represents  a  very  considerable  increase 
in  both  voltage  and  capacity  as  compared 
with  maximum  rating  of  previous  years. 

The  use  of  alternating  current  for  arc  weld- 
ing has  led  to  the  development  of  a  special 
transformer  for  supplying  this  current.  Alter- 
nating current  arc  welding  requires  an 
operating  potential  of  from  25  to  30  volts 
across  the  arc,  while  to  strike  and  hold  the 
arc  with  the  ordinary  bare  metallic  electrode 
an  open-circuit  potential  of  about  100  volts 
is  required.  Added  to  this,  varying  operating 
conditions  require  that  the  welding  current 
be  adjustable  through  a  considerable  range, 
generally  from  100  to  200  amperes. 

The  transformer  designed  for  this  special 
service  consists  of  a  primary  and  a  secondary 
coil  assembled  on  the  center  leg  of  a  five- 
legged  core.  The  secondary  coil  is  generally 
placed  at  the  bottom  of  the  core  and  firmly 
secured.  The  primary  coil  is  placed  above 
the  secondary  and  attached  to  a  suitable 
mechanism    hv   which   it   m.av   be   raised   or 


Fig.  45.      600-h.p.  Sprague  Electric  Dynamometer 

lowered,  varying  the  gap  between  the  pri- 
mary and  secondary  coils,  thus  giving  a 
means  of  adjusting  the  welding  current.  The 
transformer  is  enclosed  bv   a  metal   screen 


and  is  mounted  on  casters  so  that  it  may  be 
readily  moved  from  place  to  place. 

The  low  voltage  winding  of  furnace  trans- 
formers, those  supplying  synchronous  con- 
verters, or  any  in  which  high  current  is 
required,  is  usually  divided  into  a  number  of 


Fig.  46.      IS-kv-a.,  34,500 

60.000  Y-115/230  Form 

KD  Transformer  with 

One  Side  Grounded 


Fig.  47.     lOOO-kv-a.  Form  K 

Transformer,  High 

Voltage  Side 


*"A  New  Form  of  Tank  for  Static  Transformers."  by  W.  S. 
Moody,  Gener.\l  Electric  Review,  October.  1919.  page  7.56. 


multiple  circuits,  each  consisting  of  a  helical 
coil  of  several  turns  interleaved  with  the  high 
voltage  winding  (Fig.  48). 

This  type  of  coil  consists  of  a  number  of 
strands  of  rectangular  wire  one  above  the 
other,  wound  about  a  form,  each  turn  or  disc 
separated  from  the  adjacent  one  by  an  oil  duct 
(Fig.  49).  The  discs  are  braced  by  spacers 
located  radially  across  the  face  of  the  coil. 

The  great  mechanical  strength  of  this 
winding  as  well  as  the  excellent  thermal  and 
electrical  characteristics  have  led  to  the 
extension  of  its  use  to  higher  voltages  (Fig. 
50),  and  its  application  to  the  concentric 
type  of  winding.  It  has  been  found  adapted 
to  voltages  ranging  from  2300  to  about 
15,000,  depending  upon  the  capacity  of  the 
transformer. 

The  oil  conservator*  which  has  re- 
cently been  described  in  detail  has  so  com- 
pletely met  the  need  which  brought  about  its 
development  that  during  1919  its  use  was 
greatly  extended  and  it  is  now  recognized  as 
standard  equipment  for  transformers  of 
500  kv-a.  and  over  for  use  on  high  potential 
circuits  of  SO, 000  ^•olts  and  above. 


30       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


One  of  the  developments  that  might  be 
classed  as  a  refinement,  yet  one  which  will 
appeal  to  all  those  who  have  anything  to  do 
with  the  installation  of  transformers,  is  the 
new  trunnion-shaped  lifting  lug  (Fig.  51). 
These    lugs    replace    the    hooks    previously 


Fig.  48.     Internal  Arrangement  of  Arc  Welding  Transformer 

riveted  or  welded  to  the  tank  band  for  lifting 
the  complete  transformer. 

Being  circular  in  section  this  type  of  lug 
is  as  well  adapted  for  lateral  as  for  vertical 
stresses  and  the  continuous  shoulder  pre- 
vents the  rope  or  sling  hook  froni  slipping, 
no  matter  at  what  angle  it  may  be  neccssar}' 
to  exert  the  lifting  force. 

Another  detailed  improvement  consists  of 
a  combination  dial  thermometer  and  dia- 
grammatic name  plate  (Fig.  o2).  In  addition 
to  its  attractive  appearance,  it  is  an  advantage 
to  the  operating  engineer  to  have  the  con- 
nection diagram  and  the  thermometer  both 
located  at  the  most  convenient  jjoint  on  the 
tank  surface,  and  at  the  correct  height  to  be 
most  easilj'  read  b\-  the  a\-erage  man. 

High  Voltage  Bushings 

Development  work  was  completed  on  two 
companion  lines  of  high  voltage  bushings  for 
current  transformers  and  metering  outfits. 
These  bushings  are  now  in  production  and 
are  designed  for  voltages  of  2o,0{)()  to  7.'5,l)(Mi 


inclusive.  One  line  is  for  use  with  trans- 
formers of  200,  400  ampere  capacity  (Fig. 
53) ,  and  the  other  for  transformers  of  400/  SOI » 
ampere  capacity  (Fig.  54). 

The  general  construction  of  these  bushings 
follows  the  design  of  previous  standard  bush- 
ings of  the  solid  type,  consisting  of  a  paper 
insulated  tube,  the  upper  end  of  which  is 
enclosed  within  a  petticoated  porcelain  shell. 
Four  cables  through  the  center  metal  tube 
connect  with  the  two  sections  of  the  double 
ratio  ^^nnding  of  the  transformer,  and  ter- 
minate at  the  top  of  the  bushing  in  a  series- 
multiple  connection  board,  by  means  of 
which  the  ratio  of  the  transformer  may  be 
changed  simply  by  changing  the  connections 
at  the  top  of  the  bushing.  This  connection 
box  is  weatherproof  and  the  bushings  are 
designed  for  outdoor  installation. 

In  the  case  of  the  200  400  ampere  bushings, 
the  line  conductors  are  brought  out  of  outlets 
on  opposite  sides  of  the  connection  box.  In 
the  400  800  ampere  bushings,  both  line  con- 
ductors arc  brought  out  through  one  opening 
in  the  connection  box  in  order  to  eliminate 
the  heating  in  the  iron  box  by  neutralizing 
the  magnetic  effects  of  the  opposing  currents. 

For  power  transformers,  a  complete  line  of 
double  conductor  bushings  (Fig.  55)  for  a 
maximum  operating  potential  of  7500  volts 
in  current  carrying  capacity  up  to  .'{(Km 
amperes  is  now  available.  Two  leads  from 
the  transformer  winding  are  brought  through 
a  single  opening  in  the  co\'er  by  means  of  a 
double^outlet  porcelain.     The  principal  ad- 


Fig.  49.     Helical  Coil  with  Offset  Turns  for  Hi«h  Current 
Interleaved  Disc  Coil  Transformer 


vantage  of  this  construction  consists  in  the 
elimination  of  the  heating  in  the  cover  and 
bushing  support,  which  is  ])resent  when  a 
single  conductor  carrying  high  currents  is 
passed  through  an  iron  cover  or  bushing 
holder. 


SOME  DEVELOPMENTS  IX  THE  ELECTRICAL  INDUSTRY  DURING  1919     31 


In  the  double  conductor  bushing,  the  in- 
coming and  outgoing  leads  pass  through  a 
single  opening  and  the  magnetic  effects  of 
the  currents  which  are  flowing  in  opposite  di- 
rections are  neutralized,  so  that  heating  of  the 
cover  and  bushing  support  is  entirely  elimi- 
nated. This  permits  the 
use  of  iron  supports  and 
bushing  holder  at  a  much 
reduced  cost  as  com- 
pared with  non-mag- 
netic alloys. 

A  second  advantage 
is  a  reduction  in  the 
number  of  cover  open- 
ings to  accommodate 
the  incoming  and  out- 
going leads.  A  single 
round  opening  is  all 
that  is  required  for  this 
double  conductor  bush- 
ing. This  reduces  the 
munber  of  joints  which 
must  be  made  weather- 
tight,  and  sometimes  oil- 
tight,  and  provides  a 
Fig.  50.  Helical  Coil  Con-  more  compact  arraugc- 
centric  Winding  mcnt    of    parts    on   the 

transformer  cover. 
A  line  of  solid  type  interchangeable  bush- 
ings from   15,000   to   73,000  volts  inclusive, 
and  for  current  capacities  up  to  SOO  amperes 


transformers,  potential  transformers,  oil  cir- 
cuit breakers  and  lightning  arresters. 


Fig.  52. 


Supporting  Plate  for  Dial  Thermometer  and 
Name  Plate 


The  bushing  proper  is  identical  for  the 
different  classes  of  ser\'ice,  and  is  accom- 
modated for  the  different  uses  (Figs.  56  and 


51.     Transformer  with  Trunnion  shaped  LilLin^ 
Lugs  and  Combination  Dial  Thermometer 
and  Diagrammatic  Name  Plate 


#^ 


Fig.    53.        73,000-volt  Fig.    54.      25,000-volt  Fig.    55.      Double   Conductor 


Current  Transformer 
Bushing  of  200,400 
Ampere  Capacity  with 
Cover  Raised  to  Show 
Series-multiple  Con- 
nection Board 


Current  Transformer 
Bushing  of  400  800 
Ampere  Capacity 
with  Cover  Raised 
toShowSeries-multi- 
pleConnection  Board 


Bushing  for  Transformers. 
Working  Voltage  7500  Cur- 
rent Capacity,  2500  Ampere 


was  fully  standardized,  and  hij^her  current 
ratings  are  being  added  to  the  present  line. 
These  bushings  are  designed  for  use  on  power 


57)  by  exchanging  the  terminal  parts  and 
other  accessories,  all  of  which  are  detach- 
able. 


32       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


This  interchange  of  detachable  parts  can 
be  made  readily  by  the  user,  who  is  thus 
afforded  the  advantage  of  standardization 
of  bushings  on  the  several  classes  of  appa- 
ratus, and  a  reduction  in  the  number  of 
spare  bushings  which  must  be  carried  for 
replacement  purposes.  All  of  these  bushings 
are  for  outdoor  as  well  as  indoor  ser\-ice. 


The  standardization  of  bushings  for  operat- 
ing voltages  above  73,000  and  up  to  2oO,OOU 
has  been  completed,  and  these  bushings  are 
now  in  regular  production  for  power  trans- 
formers, potential  transformers,  oil  circuit 
breakers  and  lightning  arresters. 

These  bushings  (Figs.  oS  and  59)  are  of  the 
oil  filled  type  and  are  designed  for  both  out- 


■pgr 


py 


Fig.  56.      Interchangeable  High  Voltage   Bushings,   as  Used  on 
Constant  Potential  Transformers 


Fig.  57.     Interchangeable  High  Voltage  Bushing*,  aa  Used  oo 
Oil  Circuit  Breakers 


Fig.  58.      Interchangeable  High  Voltage  Bushings.  400  Amp.. 
Equipped  with  Various  Terminal  Accessories 


Fig    59.      Filled  Type.  Flnngr  Clamped  Porcelain  High  Volmge 

Bushings  for  Transformers.  Oil  Circuit  Breakers,  and 

Lightning  Arresters 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING   lltlO     33 


door  and  indoor  service  on  the  various 
classes  of  high  voltage  apparatus.  Their 
interchangeability*  is  accomplished  by  ex- 
change of  the  detachable  terminal  parts  and 
accessories,  which  adapt  the  bushing  proper 
to  the  class  of  apparatus  on 
which  it  is  to  be  used. 

Feeder  Voltage  Regulators 

The  development  of  feeder 
voltage  regulating  apparatus 
progressed  normally  during  1910. 
No  radical  changes  were  made 
in  any  of  the  designs  but  they 
were  improved  and  extended  to 
meet  ever  increasing  require- 
ments. 

A  600-kv-a.  3-phase,  self- 
cooled,  automatically-operated 
regulator  of  the  outdoor  design 
(Fig.  6U)  was  completed  during 
the  first  part  of  the  year  and  a 
duplicate  unit  is  now  nearing 
completion.  This  is  one  of  the 
largest  capacity  self-cooled  regu- 
lators of  the  outdoor  tvpe  ever 
built. 

For  certain   classes   of   work, 
specially    electrolytic    and    fur- 
nace control,  which  require  a  very  appreciable 
voltage  range,  the  standard  design  of  regu- 
lator is  comparatively  large  and  costly.     A 


combination  of  a  regulating  switch,  connected 
to  taps  of  the  transformer  supplying  the  load, 
and  an  induction  regulator  for  gradually  vary- 
ing the  voltage  between  the  steps  of  the,  switch 
and  also  eliminating  the  breaking  of  any  ap- 


Fig.  61. 


Fig.  60.      Automatic,  Oil  Immersed,  Self  Cooled,  Outdoor 
Polyphase  Regulator 


Regulating  Switch,   (Front  View  with  Oil  Tank  and 
Casings  Removed  for  Inspection) 

preciable  current  by  the  regulating  switch, 
was  suggested  many  years  ago  and  various 
designs  and  combinations  have  been  built. 

Only  recently,  however,  has  an  apparently 
satisfactory  combination  been  developed,  one 
design  of  which  is  shown  in  Fig.  61.  This 
illustration  shows  only  the  switch,  as  the 
regulator  is  of  standard  design  but  arranged 
with  slip  rings  so  as  to  allow  of  continuous 
rotation. 

With  this  combination  of  switch  and  reg- 
ulator, the  latter  may  be  any  percentage 
of  the  kilovolt-ampere  capacity  of  a  single 
regulator  which  would  otherwise  be  required 
to  give  the  same  voltage  range,  depending  onh- 
on  the  number  of  taps  it  is  feasible  to  bring  ou  c 
of  the  transformer  supplying  the  load. 

The  advantage  of  the  combination  is  its 
high  efficiency  and  power  factor  compared 
with  a  single  regulator,  its  only  disadvantage 
being  that  it  is  more  complicated.  The 
switch  shown  was  designed  and  built  to 
l^roduce  a  range  of  from  40  to  SO  volts  on  the 
secondarjr  side  of  a  1000-kw.,  11,000-volt 
transformer,  the  voltage  regulation  being 
obtained  by  a  gradual  voltage  change  between 
the  successive  transformer  taps. 

♦"Interchangeable  High  Voltage  Bushings."  by  E.  D.  Eby, 
General  Electric  Review.  .\'ovember,  1919. 


34       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  1 


Voltage  Regulators 

A  new  counter  electromotive  force  voltage 
regulator  (Fig.  62)  was  developed  for  the  con- 
trol of  direct  current  generators.  The  princi- 
ple upon  which  it  operates  is  as  follows : 

A  small  motor  (Fig.  63)  is  used  with  its 
armature  in  series  with  the  field  of  the  direct 


Fig.  62.     Voltage  Regulator  for  One  Direct  Current  Generator 
(Front  View; 

current  generator  to  be  regulated.  The  field 
of  this  small  motor  is  energized  from  the 
armature  of  the  generator,  but  is  controlled 
by  means  of  a  set  of  contacts  carried  on  a 
ver\-  sensitive  control  magnet  which,  in  turn, 
is  connected  to  the  generator  busbars. 

Assuming  that  the  voltage  of  the  regulator 
tends  to  drop,  due  either  to  load  conditions 
or  to  changes  in  the  speed  of  the  i)rim.e  mover, 
the  control  magnet  will  allow  a  spring  to 
close  the  contacts,  short  circuiting  the  field 
of  the  small  motor.  This  will  immcdiateh' 
cause  its  voltage  to  drop,  allowing  more  field 
■  to  be  applied  to  the  generator  which  will 
tend  to  raise  the  voltage. 

The  voltage  is  in  this  way  immediateh" 
restored  to  the  point  where  the  contacts 
start  to  open,  and  at  this  point  they  will 
continue  to  vibrate,  thereby  holding  an  aver- 
age field  on  the  small  machine.  The  periotl 
of  time  during  which  these  contacts  are  in  or 
out  of  engagement  is  determined  by  the 
tendency  of  the  voltage  to  rise  or  fall. 

Assuming  that  the  voltage  of  the  generator 
tends  to  rise,  the  contacts  of  the  control 
magnet  will  open,  allowing  full  field  to  be 
applied     to    the    small    motor,    which    will 


force  it  to  generate  a  higher  counter  electro- 
motive force,  which  will  in  turn  immedi- 
ately cause  the  voltage  of  the  main  generator 
to  decrease  until  it  reaches  normal.  At  this 
point  the  contacts  will  again  start  to 
^•ibrate,  holding  an  average  field  on  the  small 
machine  necessar\-  to  obtain  the  proper 
voltage  to  meet  the  new  condition  of  speed 
and  load. 

Referring  to  the  diagram  (Fig.  64),  it  will 
be  seen  that  there  is  a  resistance  in  series 
with  the  field  of  the  small  motor,  its  purpose 
being  to  limit  the  current  when  the  contacts 
on  the  control  magnet  close  and  short  circuit 
the  field  of  this  motor.  In  addition,  the 
motor  is  supplied  with  an  eddy  current  brake 
which  is  excited  from  a  coil  connected  in 
series  with  the  generator  field.  This  brake 
is  necessar>-  to  prevent  excessive  speed  of  the 
small  motor. 

In  addition  this  brake  is  supplied  with  an 
adjustable  air  gap  so  that  the  speed  may  be 
kept  to  a  safe  value.  A  double-pole,  double- 
throw  switch  is  supplied  so  as  to  permit  cut- 
ting this  motor  out  of  the  circuit  when  it  is 
desired  to  operate  with  hand  regulation. 


Fig    63. 


Voltage  Regulator  or  One  Dirc\t  Current  Generator 
(Back  View  I 


Static  Condensers 

During  the  past  year,  a  numlier  of  impor- 
tant changes  were  made  in  the  design  of  static 
condensers.  The  capacity  of  the  indiviilual 
condenser  unit  itself  (.Fig.  6o)  was  increased 
from  2  kv-a.  to  5  kv-a.,  thereby  reducing  the 
number  of  units  required  to  make  up  equip- 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     35 


ments  and  the  amount  of  floor  space  required 
by  the  assembled  condenser. 

In  order  to  obtain  the  increased  capacity 
per  section,  the  number  of  couples  has  been 
increased,  and  also  the  number  of  paper 
laniinations  forming  part  of  each  couple. 

For  23t)()-volt  service,  the  condenser  imits 
are  designed  for  direct  installation  in  the  line, 
but  for  220,  440  or  .joO-volt  circuits  they  are 
designed  for  1200-volt  operation,  and  an  auto 
transformer  is  therefore  furnished  for  step- 
ping up  the  supply  voltage. 

With  the  earlier  equipments,  an  auto 
transformer  was  furnished  to  step  up  the 
supply  voltage  to  SOO  volts,  but,  inasmuch 
as  the  capacity  of  the  condenser  varies  as  the 
square  of  the  applied  voltage,  it  will  be  readily 
appreciated  that  the  active  material  is  now 
being  used  more  economically,  and  that  a 
considerable  saving  has  been  effected  which 
has  practically  counterbalanced  the  increases 
in  cost  which  would  otherwise  have  been 
incurred  if  these  changes  had  not  been  made. 

The  auto  transformer  furnished  with  three- 
phase  equipments  is  provided  with  a  lead 
from    the    neutral    connection,    so    that    the 


.p  <r  3ijs  af^s 


D^^"  .S*v. 


/=-^o/vr  y/£ys 


Fig    64.     Connections  for  Voltage  Regulator  with  One  Arrange- 
ment of  One  Direct  Current  Generator 


neutral  may  be  grounded,  and  any  possibility 
of  an  abnormal  voltage  being  impressed  on 
the  supply  system  is  entirely  eliminated. 

In  order  to  provide  as  great  a  factor  of 
safety  in  the  design  of  the  units  as  formerly, 
the  laminations  between  the  condenser  plates 


have  been  increased  and  the  clearances  in 
each  unit  have  also  been  increased.  An  addi- 
tional terminal  has  been  provided  on  each  unit 
to  permit  read>-  grounding  to  the  rack  struc- 
ture, thereby  preventing  any  danger  of  a 
difference  of  potential  existing  between  the 
condenser  unit  and  the  rack. 


Fig.  65.      Detail  Assembly  of  Static  Condenser  Units  Showing 
Bus  and  Fuse  Arrangement 


The  construction  of  the  racks  upon  which 
the  condensers  are  assembled  (Fig.  60)  has 
been  changed  from  pipe  framework  to  an 
angle  iron  supporting  structure.  The  numer- 
ous pipe  fittings  have  been  replaced  by  angle 
iron  supporting  braces  which  have  not  only 
reduced  the  weight  but  have  materially 
simplified  and  strengthened  the  entire  struc- 
ture. Provision  has  been  made  for  mounting 
the  various  auxiliaries,  such  as  discharge 
resistances  and  disconnecting  oil  circuit 
breaker,  directly  upon  the  rack,  thereby 
making  the  complete  outfit  self-contained. 

Lightning  Arresters 

When  the  oxide  film  lightning  arrester 
discharges,  experience  has  shown  that  the 
conversion  of  the  lead  peroxide  into  an  in- 
sulating plug  is  so  rapid  that  the  arc  rises  only 
very  slightly  on  the  gap  and,  in  consequence, 
sphere  gaps  alone  are  used.  These  permit  a 
compact  construction  and  made  it  possible 
for  the  first  time  to  provide  protection  of  the 
spark  gap  from  the  weather  as  an  integral 
part  of  a  high  tension  outdoor  lightning 
arrester  equipment. 

A  number  of  arresters  similar  to  that 
shown  in  Fig.  67  were  prepared  for  service 
during  the  year.  With  this  housing,  the 
sphere  gaps  on  the  outdoor  oxide  film  light- 
ning arresters  can  be  more  closely  adjusted 
than  if  exposed  gaps  are  used  and  their  pro- 


36       Tanuar\-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


Fig.  66.   Typical  Static  Condenser  Showing  Arrange- 
ment of  Rack,  Condenser  Units  and  Switch 


tective  value  is  thereby  rendered  equivalent 
to  that  of  an  indoor  type. 

For  more  than  three  years  the  o.xide  film 
type  of  arrester  has  been  in  operation  under 
sen^ice  conditions  on  circuits  up  to  GO,0(Hi 
volts,  and  as  it  does  not  require  daily  charj^- 
ing,  as  does  the  aluminum  cell  type,  it  has 
proved  to  be  not  only  effective  but  also 
economical  in  the  cost  of  attendance  and  has 
been  installed  in  m.any  places  where  the  need 
of  daily  charging  the  aluminum  cell  type 
would  ])reclude  its  use. 

The  mechanical  details  of  the  arrester  have 
been  simplified  and  improved  during  the  past 
year  and  subjected  to  a  standardization  of 
parts  as  the  result  of  commercial  experience 
and  continued  experim.ent.  The  structure 
of  the  improved  form  is  indicated  in  Fig.  6N. 


Electric  Welding 

A  new  direct 
produced  (Figs, 
current  directly 
voltage    without 


welding  outfit  was 
70)   which   delivers 


current 

Uit  and 

to  the  arc  at   the  required 

the   use    of    an\-    form    of 


ballast  resistance  or  external  regulating  de- 
vice. 

This  result  is  obtained  by  means  of  a  dual 
magnetic  circuit,  one  section  of  which  gen- 
erates constant  potential  in  part  of  the 
armature  by  means  of  a  shunt  field  receiving 
excitation  from  this  ])art  of  the  armature 
winding  while  the  armature  reaction  and  a 
differential  series  field  cause  a  varving  volt- 


Fig.  67.     Oxide  Film  Lightning  Arrester  for  Three  Phase 

Outdoor  Service,  IS. 000-25. 000  Volts,  showing 

Shielded  Hemisphere  Gap 

age  in  the  other  part  of  the  armature  winding. 
The  constant  potential  is  30  volts,  while  the 
other  component  ^■aries  from  positive  30  volts 
on  open  circuit  to  negative  30  volts  on  short 
circuit. 

The  generator  rating  is  200  amperes,  no 
exciter  is  required,  and  either  a-c.  or  d-c. 
motors  or  belt  drive  can  be  used.  The  outfit 
is  self  contained,  including  a  control  panel. 


Fig.  68.     Oxide  Film  Lightning  Arrester  for  Indoor  Service 
on  Three  Phase  Circuit  15,000-25,000  VoJts 


SOME  DEVI'LOPMENTS  IN  THE  ELECTRICAL  INDUSTRY   DURING    1!)1'J     37 


and  is  compactl\'  mounted  on  a 
structural  iron  sub-base  so  that  it 
can  be  readily  moved  about.  It 
weighs  about  1300  lb. 

A  new  automatic  welding  ma- 
chine, for  work  varying  from  25 
mils  to  one  quarter  inch,  was  also 
produced.  It  consists  essentially 
of  a  pair  of  feed  rolls  (Fig.  71j 
which  are  driven  at  ^'arying  speeds 
by  a  small  direct  current  shunt 
wound  m.otor.  The  rolls  deliver 
the  electrode  wire  to  the  working 
face,  and,  when  the  welding  arc  is 
drawn,  the  field  and  armature  of 
the  motor  are  instantaneously  in- 
fluenced by  the  voltage  across  the 
arc  and  respond  by  increasing  or 
decreasing  the  rate  of  feed  of  the 
wire,  thereby  regulating  the  length 
of  the  arc  to  the  value  for  which 
the  machine  is  adjusted.  Above 
the  feed  rolls,  wire  straightening 
rolls  are  provided  to  insure  accu- 
rate feeding  of  the  wire  and  the 
proper  location  of  the  arc. 

This  machine  may  be  operated 
from   any   direct    current    welding 
circuit    and    will    use    any   size   of 
electrode,  up  to  its  mechanical  limits,  with 
equal   precision   in   operation,    as   neither  of 
these  factors  enters  into  the  question  of  the 
rate  of  feed  control,  which  is  governed  solely 
by  the  voltage  across  the  arc. 


Fig.  71.      14-in.  Shaft  with  Fit  Increased   -^s-in-  in  Diameter  by 
Automatic  Arc  Welding  Process 

The  rate  of  increase  in  the  use  of  electric 
welding,  which  was  greatly  stimulated  by  the 
rapid  production  and  repair  requirements 
of  our  various  industries  during  the  war. 
has  been  well  maintained.     This  is  indicated 


Fig.  69. 


200-ampere  Arc  Welding  Generating  Set  with 
Control  Panel  (Front  View; 


Fig.  70. 


200-ampere  Arc  Welding  Set 
(Back  View) 


Theequipmentincludesapanelboard  on  which 
relays,  regulating  switch,  etc.,  are  mounted  for 
the  control  of  the  motor.  The  complete  outfit 
is  very  compact,  having  a  length  of  4  ft.,  a 
width  of  IS  in.,  and  is  about  fi  in.  in  height. 


by  the  fact  that  in  191 S  the  number  of  elec- 
tric welding  outfits  sold  was  more  than  double 
that  of  any  preceding  year,  while  1919  in  turn 
gave  a  further  increase  of  100  per  cent  over 
191S. 


38      January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  1 


Industrial  Heating 

A  new  form  of  electric  solder  melting  pot 
was  developed  in  which  the  heating  is  self- 
regulated.  The  pot  (Fig.  72),  which  can  be 
operated  at  any  voltage  from  100  to  125. 
consists  of  a  substantial  iron  casting,  on  the 


Fig.  72.      Self  Regulating  Electric  Melting  Pot 

sides  and  bottom  of  which  the  heating  units 
are  clamped.  The  sides  and  bottom  of  the 
pot  are  jacketed  with  corrvigated  asbestos 
board  protected  by  welded  sheet  steel.  The 
leads  are  brought  out  through  insulating 
bushings  in  the  bottom  plate. 

The  material  of  which  the  units  are  made  is 
of  such  a  nature  that  the  temperature  of  the 
solder  cannot  rise  above  a  predetermined 
point. 

When  the  pot  is  cold  and  the  current  is 
first  turned  on,  the  electrical  resistance  of  the 
units  is  low.  This  allows  the  maximum  cur- 
rent to  flow  (Fig.  73)  and  gives  quick  initial 
heating.  As  the  temperature  rises  the  resist- 
ance of  the  units  increases,  thereby  reducing 
the  amount  of  current  used.  When  the 
maximum  temperature  is  reached,  it  remains 
constant  and  the  flow  of  current  is  maintained 
at  a  minimum  value.  This  means  that  the 
solder  will  ne\'er  reach  a  temperature  at 
which  it  will  appreciably  oxidize  and  form 
the  usual  heavy  coating  of  slag. 

For  light  and  intermittent  service  the  self 
contained  electric  soldering  iron  is  very  satis- 
factory, but  for  moderate  and  heavy  duty 
work  it  is  frequently  desirable  to  use  the 
ordinary  soldering  copjjcr  which  must  be 
heated  in  a  furnace.  When  fuel  fired  furnaces 
are  used  for  this  service,  they  have  man\- 
disadvantages,  such  as  noxious  fumes,  ex- 
cessive heat,   a   high    fire   risk,    etc.,    and   to 


obviate  these  there  was  de^'eloped  an  elec- 
trically heated  two  compartment  muffle 
furnace  (Fig.  74). 

It  consists  of  two  special  steel  alloy  muflSes, 
wound  with  nichrome  wire  on  insulators 
made  of  a  compound  which  retains  its  elec- 
trical resistance  at  high  temperatures.  Two 
specially  moulded  nonpareil  bricks  jacket 
the  muffles  and  are  protected  by  a  two-piece 
sheet  metal  casing.  Four  tie  rods  from  front 
to  back  hold  the  furnace  together  and  the 
terminals  are  brought  out  through  a  bushing 
in  the  bottom  of  the  furnace. 

The  110-volt  furnaces  provide  three  heats 
by  means  of  a  three  way  switch.  On  high  heat 
the  muffles  are  in  parallel  giving  the  maximum 
wattage  (1500  or  2000),  equally  divided  be- 
tween the  m^uffles.  On  intermediate  heat 
one  muffle  across  the  lining  is  heated,  the 
other  by  its  proxim.ity  being  kept  at  a  low 
temperature  for  holding  an  iron  warm.  On 
low  heat,  both  muffles  are  in  series,  providing 
sufficient  heat  to  keep  the  furnace  at  a  work- 
ing temperature  when  not  in  use.  The  220- 
volt  furnaces  can  only  be  operated  on  one 
heat,  and  the  mutlles  are  in  parallel. 

An  electric  muflle  furnace  was  also  de- 
\-eloped  for  tool  room  work,  where  it  is 
essential  to  obtain  temperatures  as  high  as 
S.50  deg.  C. 

The  furnace  proper  (Fig.  75)  consists  of  an 
arched  muffle,  approximately  Sjo  in.  wide, 
4^  in.  high  and  15  in.  long  (inside  dimen- 
sions) around  which  is  wound  a  spiral  coil 
heating  unit,   covered  with  a  compound  to 


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Fig.  73.     Characteristics  of  Self  RegulatinK  Melting  Pot 

protect  the  wire  from  injury.  Around  the 
entire  muffle  there  is  2' 2  '"•  of  nonpareil 
heat  insulating  block.  The  outside  casing 
is  constructed  of  sheet  steel,  firmly  riveted 
and  mounted  on  legs  approxiniatei\-  <i  in. 
high. 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      39 


The  door  is  hung  on  a  rod  supported  b\- 
hinges  and  may  be  operated  by  a  handle  on 
either  side;  a  ball  weight  is  also  provided  to 
hold  the  door  securely  closed  or  open  as 
desired.  To  eliminate  heat  losses  around  the 
door  there  has  been  mounted  approximately 
2  in.  of  insulating  block  on  the  door  itself. 

On  the  top  of  the  furnace  there  is  a  control 
panel,  provided  with  pilot  lamp,  line  switch, 
and  a  triple-pole  double-throw  switch  for 
obtaining  high  and  low  heat  in  the  furnace. 
The  overall  dimensions  of  this  furnace  are 
233^  in.  wide,  2  ft.  lO^g  in.  high,  2  ft.  :->^i  in. 
long. 

When  starting  thu  furnace  it  is  only  nec- 
essary to  close  the  main  line  switch,  and 
the  control  switch  should  then  be  thrown 
to  the  blades  marked  high  heat.  When  the 
furnace  is  on  high  heat  the  pilot  lamp  will  be 
lighted. 

It  requires  approximately  two  hours  to 
bring  the  furnace  to  maximum  temperature 
and  when  this  temperature  has  been  reached 
the  switch  should  be  immediately  thrown  to 
blades  marked  low  heat  and  should  be  left 
on  low  heat  as  long  as  the  furnace  is  con- 
tinuously operated. 

The  furnace  consumes  4  kw.  on  high  heat 
and  l.S  kw.  on  low  heat,  and  on  the  basis  of 
power  being  supplied  at  2  cts.  jjer  kilowatt 
hour,  it  m.ay  be  operated  one  day  at  a  cost  for 
power  of  apjjroximately  4o  cts. 


discomfort  in  a  small  room,  as  it  does  not 
radiate  heat. 

The  cartridge  type  of  heating  unit  was 
first  developed  about  thirteen  years  ago.  The 
units  which  have  been  used  until  about  a 
vear   ago   contained   a   lava   core   on   which 


Fig.  75.      Electric  Muffle  Furnace  for  Tool  Room  Work 


Fig.  74.      Electrically  Heated  Soldering  Iron  Furnace 

There  is  practically  nothing  about  this 
equipment  to  get  out  of  order  and  the  furnace 
itself  is  so  built  that  the  heating  element  is 
protected  from  harm.  One  other  feature  is 
the   fact   that   it   may   be   operated  without 


Fig.  76.    Magnesium- 
Oxide    Insulated 
Cartridge  Unit 


heating  coils  (nichrome  wire) 
were  wound.  This  was  in- 
serted in  a  brass  tube  lined 
with  mica  which  acted  as  an 
electrical  insulator  and  a  very 
close  fit  insured  high  ther- 
mal efficiency.  One  end  was 
plugged  with  a  brass  disc, 
over  which  the  end  of  the  tube 
was  swaged.  The  terminals 
were  brought  out  through  the 
other  end  through  a  brass 
washer  with  two  holes,  the 
leads  being  insulated  by 
smaller  mica  washers. 

Recently  this  unit  has  been 
modified,  in  that  pure  magne- 
sium oxide  is  applied  in  place 
of  the  mica  heretofore  used 
as  an  insulator.  This  oxide, 
in  powdered  form,  is  vibrated 
through  the  unit  (Fig.  70)  in 
such  a  manner  as  to  com- 
pletely   surround    it    with    a 


40       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  1 


uniform  insulating  la^-er  which  will  not  break 
down  under  extreme  temperatures  or  exces- 
sive vibration. 

The  units  are  used  in  shoe  and  cigarette 
machines,  glue  pots,  soldering  irons,  water 
boilers,  paper  box  machines  and  in  heating 


Fig.  78.      Safety  Enclosed  Unit  Removable  Truck  Type  Switch 
board,  showing  Bus  and  Cable  Compartments 

moulds;  in  fact,  wherever  localized  heating  is 
needed  the  cartridge  unit  will  usually  solve 
the  difficulty,  but  they  are  not  designed  for 
operation  in  the  open  air  or  <liroctly  immersed 
in  liquids. 

Switching  Apparatus 

As  in  preceding  years,  jirogress  was  con- 
tinued during  101!)  in  the  development  of 
safety  enclosed  switching  ap]jaratus  and  the 
line  of  truck  tyi)e  safet\-  panels  which  i)rcvi- 


ously  co'vered  feeder'circuit  control  onh",  was 
extended  to  include  generator,  synchronous 
motor  and  lightning  arrester  panels.  In  addi- 
tion to  their  essential  safety  features  these 
panels  (Figs.  77  to  79)  have  several  other 
notable  advantages: 

The  removable  truck  t>"pe  is  deliv- 
ered "knocked  down"  as  far  as  the 
compartments  are  concerned,  but  the 
removable  trucks  are  completely  as- 
sembled. The  work  required  then 
consists  only  of  placing  them  in  posi- 
tion and  leveling  the  housings  and 
tracks  for  the  trucks.  The  high  grade 
fitting  work  and  the  adjustment  of 
parts  to  insure  interchangeability  have 
all  been  attended  to  at  the  factory 
before  shipment.  The  installation 
therefore  is  reduced  largeh'  to  the 
assembly  of  fitted  parts  and  does  not 
require  a  staff  of  skilled  mechanics  to 
insure  a  finished  job. 

After  the  switchboard  is  in  opera- 
tion,   if    repairs    are    required,    the 
particular    truck    affected    is    pulled 
out    and   a   spare    truck   substituted. 
Any  necessary  repairs    to   the  trtick 
can    be    made    conveniently,    quickly,    thor- 
oughly   and    safely    in   a   suitably    equipped 
work  sho])  to  which  the  truck  can  be  wheeletl. 
Existing  units  can  be  increased  in  capacity 
very  advantageously,    as    the   disconnecting 
devices  are  identical  for  all  capacities  up  to 
(iOO  amperes.     The  compartments  have  the 
same  dimensions  for  the  same  type  oi  breaker, 
as  do  also  the  removable  trucks.    This  means 
that  a  larger  capacity   lireakcr  of  the  same 
type  ma\-  be  substituted  in  the  same  tnick 


Fig.  77.     76in.  Safety  Enclosed  Unit  Removable  Truck  Type  Switchboard 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919      41 


and  comijartment,  and  connection  copper  in- 
creased to  give  a  circuit  of  the  desired 
increased  rating. 

The  vital  factor  of  safety  in  handling  is 
assured,  for  with  the  truck  element  in  place 
for  operation  all  the  live  parts  are  completely 
enclosed,  while  with  the  tnick  rolled  out  for 
inspection,  changing  oil  or  repairs,  all  truck 
parts  are  accessible,  and  at  the  same  time, 
dead  electrically. 

The  new  stationary  type  of  safety  enclosed 
switchboard  follows  closely  the  design  of  the 
ordinary  open  type  board,  except  that  it  is 
built  of  metal  throughout.  Steel  front  panels 
(Fig.  SO)  are  used,  upon  which  can  be  mounted 
an\'  equipment  required. 

All  switching  equipment,  including  oil  cir- 
cuit breakers,  field  switches,  lever  switches,  or 
air  circuit  breakers  are  of  the  back-of-board 
type  so  that  a  dead  front,  and  therefore  a 
safe  switchboard,  is  assured.  The  back  and 
ends  are  enclosed  by  grille  (Fig.  SO)  so  that  no 


Fig.  79.      Safety  Enclosed  Unit  Panel  Removable  Truck 
Type,  showing  Circuit  Breaker  Equipment 

live  parts  are  accessible  except  to  an  author- 
ized   operator. 

*Motor  operated   oil   circuit   breakers   are 
now  made  in  removable  truck  form  so  that 

*  "Recent  Developments  in  Circuit  Breakers."  by  J.  W.  Upp. 
General  Electric  Review.  November,  1919. 


either  the  entire  breaker  or  any  individual 
pole  may  be  easily  and  quickly  removed  for 
inspection,  adjustment  or  replacement. 

The  motor  mechanism  is  mounted  on  top 
of  the  cell  (Fig.  SI)  in  the  usual  manner  and 
an  interlocking  arrangement  possessing  several 


Fig.  80.     Safety  Enclosed  Unit  Panel  Stationary  Type, 
250  Volts  with  D-C.  Motor  Starter  and  Rheostat 

safety  features  is  part  of  the  standard  equip- 
ment. 

The  swingout  type  of  safety  enclosed  panel 
(Fig.  82)  is  an  ingenious  self-contained  unit 
which  obviates  the  need  of  providing  separate 
locations  and  supports  for  the  instruments, 
instnuTient  transformers,  disconnecting  switch, 
oil  circuit  breaker  and  conduit  end  bells,  or 
other  devices  for  bringing  the  leads  to  and 
from  the  breaker. 

It  is  especially  suitable  for  use  in  exposed 
positions  in  niills  and  factories,  as  there  are 
no  live  exposed  parts  with  which  workmen 
can  come  in  contact. 

The  panels  occupy  small  space,  can  be  set 
up  singly  or  in  groups,  and  can  also  be  moved 
readily  from  place  to  place  if  desired. 

They  can  be  swung  in  and  out,  as  shown 
in  Fig.  S3,  and  when  a  panel  is  out  all  the 
apparatus  mounted  on  it  is  dead  and  fully 
accessible. 

An  interlock  between  the  housing  and  the 
oil  circuit  breaker  prevents  the  panel  from 


42       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


being  swung  out,  except  when  the  oil  circuit 
breaker  is  in  the  "off"  position,  as  shown  by 
an  indicator  on  the  panel,  and  the  disconnect- 
ing device  is  therefore  carr\'ing  no  current. 

Similarly,  the  interlock  prevents  the  panel 
from  being  swung  back  into  operating  posi- 


Fig.  81.    Removable  Truck  Oil  Circuit  Breaker  Bottom  and 
Back  Connected.  Oil  Tanks  Mounted  in  Parallel 

tion  when  the  oil  circuit  breaker  is  held  in 
the  "on"  position.  It  can  be  locked  in  either 
the  open  or  the  closed  position. 

Safety  requirements  in  switching  apparatus 
are  not  limited  to  those  controlling  high 
potential  circuits  or  to  the  use  of  oil  circuit 
breakers.  It  is  essential  also  that  air  break 
devices  be  so  enclosed  that  accidental  contact 
with  live  parts  be  prevented.  In  view  of  this, 
the  development  of  enclosed  apparatus  was 
continued  also  for  the  air  circuit  breaker  and 
switch.  Complete  lines  of  both  were  pro- 
duced either  as  individual  devices  or  to  ionm 
component  parts  of  a  safety  enclosed  switch- 
board for  the  control  of  direct  current  gen- 
erators or  feeders. 

Safety  enclosed  and  dead  front  air  break 
circuit  breakers  (Fig.  84)  are  equipped  with 
magnetic  blowout  instead  of  carbon  break. 


The  breaker  and  its  slate  base  are  supported 
from  a  front  panel  or  plate  upon  which  the 
operating  lever  is  mounted  in  an  inverted 
position. 

When  used  in  a  switchboard  this  front  plate 
is  a  part  of  the  switchboard  panel.  MTien  the 
breaker  is  mounted  in  a  box  as  an  individual 
device  it  forms  the  front  of  the  box.  Links 
extend  through  the  panel  to  a  roller,  which 
butts  against  a  special  casting  on  the  breaker 
proper  when  the  lever  is  pulled  out  to  close  the 
breaker.  The  lever  and  mechanism  are 
mechanically  free  from  the  breaker  proper 
(Fig.  85),  which  makes  it  possible  to  remove 


Fig.  82.     Safety  Enclosed  Uiut  Swingout 
Type  Panel  in  Operating  Position 


Fig.  83.      Swingout  Type  Panel  Swung  Out 
for  Inspection  of  Circuit  Breaker 

the  front  plate  with   the  lever  and  inspect 
the  breaker  parts. 

A  trip  rod  which  engages  the  trip  button 
on  the  breaker  extends  through  the  front 
plate,  thus  allowing  the  breaker  to  be  tripped 
manually  without  removing  the  front  plate 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     43 


and  a  window  is  pro- 
vided in  the  front  plate 
through  which  the 
breaker  contacts  are 
visible.  An  indicating 
device  showing  the  open 
or  closed  position  of  the 
breaker  is  also  moinited 
on  the  front  plate. 

The  safety  enclosed 
lever  switches  (Fig.  86) 
may  be  mounted  in  a 
box  (Fig.  S7)  or  used  in 
conjunction  with  other 
apparatus  to  make  up 
safety  enclosed  panels. 
The  capacities  of  these 
switches  as  used  either 
on  a  panel  or  in  a  box 

are  limited  by  the  sizes  of  the  250  and  GOO- 
volt  enclosed  fuses  approved  by  the  National 
Board  of  Fire  Underwriters.  This  at  present 
is  GOO  amperes. 


Fig.  84. 


Dead  Front  Circuit  Breaker 

(Closed) 


Fig.  85. 


Dead  Front  Circuit  Breaker 
(Open) 


cover  and  switch  shall  be  so  interlocked  that  the 

fuses  are  accessible  only  when  dead  electrically. 

Under  this  latter  class  comes  the  new  Type 

LM-4  enclosed  switch  (Fig.  88)  mounted  in 


86.      Dead  Front  Lever  Switch, 
Double-pole,  Single-throw 


Enclosed  lever  switches  are  divided  by  the 
underwriters  into  two  classes;  viz,  Class  B, 
which  includes  simi^ly  a  lever  switch  enclosed 
in  a  box  and  Class  .4,  which  specifies  that  the 


Fig.' 88.    Enclosed 
Lever  Switch 


Fig.  89. 


Disassembled  View  of  Enclosed 
Lever  Switch 


Fig.  87.     Dead  Front  Lever  Switch,  Triple-pole, 
Single-throw,  Mounted  in  Steel  Box 

a  rectangular  box  and  cover,  both  made 
from  punched  parts,  and  therefore  light,  and 
at  the  same  time  strong  and  durable.  A 
front-connected  lever  switch  movmted  on  an 
insulating  base  is  located  inside  and 
operated  by  an  external  handle  at  the 
side  of  the  box.  This  handle  is  at- 
tached to  a  "U"  shaped  shaft  which 
engages  a  hook  shaped  punching 
(Fig.  89)  mounted  on  the  cross  bar 
of  the  switch.  The  handle  is  so 
interlocked  with  the  cover  that  the 
fuse  compartment  cannot  be  opened 
unless  the  switch  is  open  (Fig.  90), 
and  conversely,  the  switch  can- 
not be  closed  unless  the  compart- 
ment   cover    is    closed.     "On"    and 


44       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  1 


"Off"  positions  of  the  switch  are  indicated  on 
the  box. 

This  switch  is  built  double  and  triple  pole 
in  30,  60  and  100-ampere  capacities,  and  is 
rated  at  250  volts  a-c.  or  d-c.  It  can  be 
mounted  with  safety  directly  on  a  machine 


Fig.  90.     Enclosed  Lever  Switch  with 
Fuse  Compartment  Open 


tool  for  the  control  of  the  individual  motor, 
or  can  be  used  on  any  feeder  circuit  within 
its  rating. 

Grouped  together  or  with  instruments  and 
rheostat,   on  a  suitable  frame,  with  connec- 


Very  nearly  identical  with  this  switch 
(tj'pe  LAI-4)  is  the  type  LM-5  switch  de- 
veloped for  use  in  connection  with  a  compen- 
sator for  motor  starting.  This  switch  is 
rated  at  500  volts  a-c.  in  30,  60  and  100- 
ampere  capacities.  It  varies  in  construction 
from  the  LM-4  only  in  that  greater  spacings 
are  required  on  account  of  the  increased 
voltage  rating,  and  the  addition  of  terminals 
on  the  hinge  clips  which  are  connected  to  the 
starting  throw  of  the  compensator,  thus 
shunting  the  excessive  current  at  starting 
around  the  fuses.  Both  types  are  arranged 
for  conduit  or  open  wiring. 

Several  new  types  of  relays  were  placed  in 
production  during  the  year.  The  mechanically 
balanced  differential  relays  (Fig.  91)  are 
intended  for  the  protection  of  parallel  trans- 
m_ission  lines  against  unbalanced  current  in 
the  phases,  such  as  would  be  occasioned  by  a 
fault  in  one  of  the  lines.  As  the  current 
increases  in  the  lines,  the  difference  in  current 
must  also  increase  before  the  relay  will  oper- 
ate. This  compensates  for  a  normal  inherent 
difference  in  impedence  in  the  two  lines.  Fig. 
92  shows  the  results  obtained  on  outgoing 
lines. 


Fig.  91 


Mechanically  Balanced  Differential  Relay  with  Circuit 
Closing  Double-throw  Contacts,  5  Amps. 


tions  between  switches  and  other  apparatus 
installed  in  conduit,  a  complete  jsanel  can  be 
built  which  is  compact,  totally  enclosed,  and 
safe.  Such  panels  can  control  generator  or 
feeder  circuits  within  the  switch  rating. 


In  operation  the  relay  trips  the  line  carry- 
ing the  greater  current.  It  may  be  used, 
therefore,  for  outgoing  lines,  or,  providing 
there  is  some  other  source  of  power  to  insure 
that  the  injured  lines  will  carry  the  greater 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     45 


current,  for  incoming  lines.  The  simplicity 
of  this  relay  is  a  valuable  characteristic  for 
the  use  referred  to.  This  relay  operates  on 
current  supplied  by  current  transformers 
only.  It  has  a  noteworthy  advantage,  in  the 
case  of  short  circuits,  over  relays  operated  by 
potential  coils,  as  the  latter  lose  their  effective- 
ness when  the  potential  of  the  circuit  falls  off. 

The  relay  consists  of  three  solenoids  (Fig. 
93) ,  the  two  smaller  outside  solenoids  tending 
to  hold  down  the  moving  mechanism,  while 
a  differential  current  passing  through  the 
larger  center  solenoid  will  tend  to  raise  it. 
When  the  difference  becomes  sufficiently 
great  to  overcome  the  weaker  of  the  two 
small  solenoids,  the  contact  mechanism  will 
operate  on  the  side  to  trip  the  breaker  carry- 
ing the  heavier  current.  So  long  as  a  balanced 
condition  exists  within  the  operating  values, 
the  relay  will  not  trip  either  breaker  no  matter 
how  high  the  current  may  be  in  the  two. 

Where  differential  protection  is  used  for 
alternators,  each  circuit  should  be  equipped 
with  a  device  for  opening  automatically  the 
field  circuit  of  the  alternator  after  the  oil 
circuit  breaker  connecting  this  alternator  to 
the  busses  has  been  opened.  This  require- 
ment demands  either  solenoid  operation  for 
the  field  switch,  or  a  manually  operated  field 
switch  equipped  with  a  shunt  trip  coil. 

A  circuit  closing  auxiliary  switch  should  be 
provided  on  the  oil  circuit  breaker,  to  insure 
the  breaker  opening  before  the  field  switch. 


, 

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^^ 

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■' 

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L.    t* 

O    - 

'~ 

0  10  20  !0  40  50  60  70  80  90 

Current  in  Restraining  Coil  in  Amperes 
ILowcrofthe  Currentsin the  Two  Lincst 

Fig.  92.     Operation  Characteristics  of  Mechanically  Balanced 
Differential  Relay 


With  the  breaker  open  there  will  be  less 
liability  of  damage  to  the  field  circuit,  due 
to  the  high  voltage  which  would  be  induced 
if  it  were  opened  when  heavy  currents  were 
passing  through  the  armature.  Opening  the 
field  last  also  reduces  the  possibility  of  the 


alternator  falling  out  of  step  with  the  re- 
mainder of  the  system,  and  thereby  increas- 
ing the  disturbance  on  the  system.  It  is,  of 
course,  evident  that  under  none  of  these 
conditions  is  the  difficulty  entirely  overcome 
by  the  opening  of  the  oil  circuit  breaker  first. 


Fig.  93.      Diagram  of  Connections  of  Differential  Relays  in 

Combination  with  Definite  Time  Limit  Relays 

on  Two  Parallel  Lines 

The  trouble  is,  however,  sufficiently  reduced 
to  consider  it  the  preferable  method. 

For  this  service  Type  PQ-6  relays  (Figs. 
94  and  95)  with  hand  reset  contacts  are 
used  to  insure  tripping  the  circuit  for  the 
field  switch,  after  the  main  circuit  breaker  is 
opened.  By  resetting  the  relay  contacts  the 
field  switch  may  be  reclosed  with  the  main 
circuit  breaker  still  open. 

Hesitating  control  relays  have  been  in  use 
for  a  long  time  where  the  electrically  operated 
circuit  breakers  controlled  are  equipped  with 
an  auxiliary'  switch  automatically  to  break 
the  coil  circuit  of  the  control  relay.  The 
relay  closes  instantaneously  but  "hesitates'.' 
about  one  second  after  being  deenergized 
before  the  contacts  open  again.  By  this 
time  the  breaker  will  ha\'e  been  positively 
latched  closed. 

An  earlier  type  of  hesitating  control  relay 
made  use  of  an  oil  dash  pot,  but  in  the  new- 
design  (Fig.  96),  the  time  delay  is  obtained 
by  means  of  a  heavy  copper  tube  surrounding 
the  relay  plunger  and  inside  the  operating 
coil.     When  the  coil  is  energized,  the  plunger 


46       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xe.  1 


is  raised  and  the  contacts  closed.  When  the 
circuit  of  the  operating  coil  is  broken,  the 
usual  inductive  "kick"  starts  up  a  heavy 
current  in  the  copper  tube,  which  in  turn 
tends  to  maintain  the  flux.  As  a  result  the 
flux    dies    always    slowly,    and    in    approxi- 


Fig.  94.     Instantaneous  Hand 
Reset  Relay 


Fig,  95.     Type  PQ-6   Instan- 
taneous Hand  Reset  Relay 
with  Cover  Removed 


mately  one  second  the  plunger  falls  again 
and  opens  the  contacts. 

A  development  that  promises  to  assume 
large  proportions  is  the  application  of  elec- 
trically energized  position  indicators  in  con- 
nection with  systems  of  remote  electrical 
control. 

The  operation  of  this  type  of  indicator  is 
based  on  the  fact  that  two  machines  of  the 
induction  type  (Fig.  97)  which  are  excited 
from  the  same  source  and  suitably  inter- 
connected, will  rotate  in  synchronism. 

Position  indicators  operating  on  this  prin- 
ciple were  originally  used  on  the  lock  control 
boards  of  the  Panama  Canal,  for  showing  at 
the  board  by  means  of  miniature  replicas  the 
positive  and  progressive  movements  of  miter 
gates,  chain  fenders,  water  valves  and  water 
levels.  A  subsequent  ai)i)lication  was  made 
in  the  form  of  signal  pedestals  for  the  trans- 
mission of  orders  between  the  switchboard 
and  the  generator  rooms  at  the  Keokuk 
hydro-electric  plant  of  the  Mississippi  River 
Power  Company. 

At  the  present  time  there  is  being  built  a 
lock  control  board  for  the  New  Orleans  indus- 


trial canal,  which  connects  the  Mississippi 
River  with  Lake  Pontchatrain.  The  lock 
sj'stem,  control  board  and  position  indicators 
are  similar  to  those  used  at  Panama. 

A  further  application  of  position  indicators 
under  consideration  is  in  connection  with  a 
number  of  floating  dr\'  docks,  designed  for 
the  emergency  fleet  corporation.  These  dry 
docks  are  of  the  multiple  pontoon  type  (Fig. 
98)  and  the  proposition  is  to  control  all  the 
operations  of  listing,  submerging  and  raising 
from  a  central  station,  as  opposed  to  past 
practice  of  local  control  under  the  direction 
of  the  dock  master. 

The  scheme  provides  for  a  control  board, 
located  at  the  head  of  the  dock  in  such  a 
position  that  the  operator  has  a  complete 
view  of  the  dock  itself  and  performs  all  the 
manipulations  that  are  required  by  merely 
pushing  a  button  or  throwing  a  switch  lever. 

For  the  purpose  of  orientation,  the  top  of 
the  board  is  laterally  divided  in  the  same 
number  of  sections  as  there  are  pontoons  in 
the  dock,  and  each  section  contains  the  neces- 
sarv  devices  for  the  control  of  its  pontoon. 


Fig.  96.     Hesitating  Control  Relay 

The  board  is  equipped  with  individual 
indicators  (Fig.  99)  for  reading  the  water 
levels  in  the  six  compartments  into  which 
each  pontoon  is  divided.  Flood  valve  indi- 
cators are  used  to  show  at  all  times  the  actual 
position  of  the  main  flood  valves  which  are 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     47 


used  to  fill  the  pontoon  for  submerging.  A 
list  indicator  will  always  show  the  divergence 
from  horizontal  alignment.  This  can  be  con- 
trolled to  a  nicety  by  the  manipulation  of 
flood  valves  and  pumps  and  with  the  aid  of 
the  water  level  indicators. 


geared.  The  pendulum  will  naturally  main- 
tain a  vertical  position  and  the  listing  of  the 
pontoon  will  therefore  cause  the  transmitter 
to  rotate.  This  rotation  is  in  turn  transmitted 
to  the  indicator  on  the  board  where  it  is 
readily  interpreted  into  degrees  of  list. 


SHflFT 


Fig.  97.     Wiring  Diagram,  showing  Interconnection  of  the  Two 
Electrical  Units  of  the  Position  Indicator 


The  indicators  are  actuated  by  suitable 
transmitter  machines  which  can  be  briefly 
described  as  follows : 

The  water  level  transmitter  (Fig.  lOOj 
consists  of  a  float  attached  to  a  chain  which 
passes  over  a  sprocket  wheel  and  has  a 
counter  weight  at  its  other  end.  Thus  the 
variations  of  the  water  level  rotate  the  wheel 
the  shaft  of  which  is  geared  to  a  position 
indicator  machine  (See  Fig.  97),  which  in 
turn  transmits  its  position  to  the  water  level 
indicator.  The  transmitter  is  mounted  on  the 
deck  of  the  pontoon  and  is  protected  by  a 
weatherproof  housing.  It  is  further  provided 
with  a  dial  for  local  reading  of  the  water  level. 

The  list  transmitter  (Fig.  102)  consists  of  a 
weatherproof  casing,  also  mounted  on  the 
deck  of  the  pontoon  and  containing  a  posi- 
tion   transmitter   to   which    a    pendulum   is 


or 


m 


OOfTTOOr^ 


Fig.  98. 


Plan  and  Section  of  Multiple  Pontoon  Dry  Dock, 
showing  Location  of  Transmitters 


The  flood  valve  transmitter  is  connected 
to  the  rising  stem  of  the  flood  valve  machinery, 
the  position  of  which  is  transmitted  to  the 


Fig.  99       Arrangement  of  Water  Level,  Flood  Valve  and  List  Indicators 


48       Tanuarv,  1902 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  i 


flood  \-ah'e  indicator  on  the  board.  Six  con- 
trol switches  and  flood  valves  and  two  push 
button  switches  for  the  pumps  complete  the 
equipment  for  each  section. 

A  further  development  in  which  position 
indicators  will  figure  is  in  the  form  of  rudder 
position  indicators  and  revolution  and  direc- 


Fig.  100.      Water  Level  Transmitter 


tion  indicators  for  ships.     In  fact  there  are 
numerous  new  fields  for  the  application  of  the 

principle. 

Lighting 

The  total  sales  of  incandescent  lamps 
(excluding  miniature)  in  the  United  States 
during  the  year  1919  is  estim.ated  to  be  17o 
millions  of  lamps,  a  decrease  of  1 1  millions 
(about  6  per  cent)  from  the  previous  year. 
The  number  of  lamps  sold  each  year  from  1S9() 
to  date  is  shown  by  the  cunes  in  Fig.  101.* 
The  sales  of  Gem  lamps,  which  have  a  carbon 
filament,  are  included  in  the  sales  of  carbon 
lamps.  The  Gem  lamp  is  no  longer  on  the 
m.arket,  its  m.anufacture  having  been  discon- 
tinued in  the  early  part  of  1919.  The  tanta- 
lum lamp  was  on  the  market  from  19tl7  to 
1912,  but  on  account  of  the  relatively  small 
numbers  sold,  it  is  not  shown  on  the  curves. 

Of  the  total  sales  in  1U19  it  is  estimated 
that  1(32  millions  (923^2  per  cent)  are  tungsten 
filament  lamps,  a  decrease  of  4  millions  from 
the  previous  year's  sales,  and  lo  m-illions  are 
carbon  lamps  (T'o  per  cent),  a  decrease  of  7 
millions.     It  will  be  noted  that  the  relatixe 

*  Since  this  estimate  was  made  the  actual  increase  in  the 
number  of  lamps  suM  has  been  so  great  that  the  corrected  fiK- 
ures  for  1919  will  ;ictuill\-  exceed  those  for  191.S. 


n 


Fig.  102.      List  Transmitter  and  Local  Indicator 


SOME  DEVELOPAIENTS  IN  Till':   I-:LE("rRICAL  INDUSTRY  DURING  1919     49 


number  of  tungsten  filament  lamps  has  in- 
creased oxev  the  previous  year,  as  is  shown  by 
the  curve  (Fig.  103),  which  gives  the  number 
of  tungsten  filament  lamps  in  per  cent  of  all 
lamps  sold  in  the  United  States  from  the  com- 
mercial introduction  of  this  lamp  in  19(17  to 
date. 

The  white  Mazda  lamp  (Fig.  104)  was  put 
on  the  market  during  the  past  year.  This  is 
a  50-watt  Mazda  C  lamp  for  110  to  12o-volt 
service,  the  bulb  being  made  of  milky  white 
glass  to  diffuse  the  light.  It  should  be  seen 
lighted  to  fully  appreciate  the  beautiful  soft 
light  it  gives. 

The  milk-white  diffusing  glass  of  the  bulb 
is  translucent  rather  than  transparent,  being 
of  sufficient  density  to  protect  the  eyes  from 
the  brilliancy  of  the  filament  when  lighted, 
}"et  radiating  practically  all  the  useful  light 
rays,  softened  and  evenly  diffused.  The  white 
Mazda  lamp  actually  gives  approximately  the 
same  quantity  as,  and  better  diffused  light 
than,  the  ."lO-watt  clear  Mazda  lamp. 

Mazda  B  lamps  (Fig.  105)  specially  de- 
signed to  withstand  rough  usage,  were  also 
recently  put  on  the  market.  They  are  known 
as  Mill  Type  Mazda  lamps,  and  are  made  in 
25  and  5(3-watt  sizes  for  110  to  125  and  220 
to  250-volt  service.  The  mount  supporting 
the  filament  is  flexible,  connected  by  a  steel 
wire  "shock  absorber"  and  every  other  fila- 
ment loop  is  anchored  in  the  middle  to  prevent 
one  leg  of  the  filament  overlapping  another 
and  becoming  short  circuited. 

There  has  been  quite  a  change  in  the  past 
few  years  in  the  channels  through  which  lamps 
are  sold,  central  stations  largely  giving  up  the 
handling  of  lamps,  as  indicated  by  the  fact 
that  the  direct  sales  of  a  large  Lamp  Works 
to  central  stations  is  now  relatively,  in  pro- 
jjortion  to  sales,  about  one  half  that  of  five 
years  ago. 

In  regard  to  lighting  practice,  the  year  1919 
may  be  characterized  as  one  of  unusual 
activity.  With  the  removal  of  war  restric- 
tions, conditions  rapidly  returned  to  normal, 
and  in  many  classes  of  lighting  higher  stand- 
ards were  reached.  While  the  progress  was 
perhaps  most  rapid  in  store  lighting,  the 
general  advance  in  industrial  lighting  was 
probably  the  most  remarkable.  One  of  the 
lessons  taught  by  the  war  was  the  importance 
of  good  lighting  as  a  means  of  increasing 
manufacturing  production. 

Authoritative  tests  had  shown  production 
increases  as  high  as  20  per  cent,  due  to  im- 
proved illumination.  State  industrial  com- 
missions  and    compensation   insurance   com- 


panies ha\-e  been  advocating  better  lighting 
for  safety.  Improved  reflector  equipment  had 
become  available,  and  a  foot-candle  meter 
permitted  quick  and  easy  surveys  of  light- 
ing intensities.  These  and  other  conditions 
working  together  stimulated  interest  in  in- 
dustrial lighting,   and   gi\'e  promise  of  even 


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Fig. 


101.     Number  of  Incandescent  Lamps  Sold  in  the  United 
States  (excluding  miniature  lamps) 


wider  use  of  better  lighting  in  the  future.  The 
industrial  lighting  codes  (Fig.  106)  have 
begun  to  influence  factory  lighting  in  the 
several  states,  where  adopted,  to  which  were 
recently  added  California  and  Oregon.  Sev- 
eral other  states  appear  to  be  on  the  verge  of 
similar  action. 

The  automobile  headlighting  problem  re- 
ceived considerable  attention,  and  improved 
regulations  for  safer  driving  lights  were 
adopted  in  several  states,  including  California, 
Connecticut  and  Pennsylvania.  Additional 
tests  by  committees  of  the  Illuminating  Engi- 
neering Society  and  Society  of  Automotive 
Engineers  have  confirmed  the  specifications 
already  prepared. 

Among  the  new  types  of  lamp  accessories, 
it  m.ay  be  mentioned  that  the  RLM  Standard 
dome    reflectors    (Fig.    lOS)    are   now   being 


50       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


made  and  strongly  recommended  by  practi- 
cally all  of  the  leading  manufacturers  of 
steel  reflectors,  thus  helping  to  assure  good 
industrial  lighting. 

Quite  a  number  of  new  fixtures  and  acces- 
sories have  become  available  during  the  year. 

TuN&STEN     Filament    Lamp   Sales    in 
Percent  of  Total    Sales 


90 
£    80 
4    70 
i    60 

^ 

?V 

-^ 

^\ 

f 

\ 

f 

f/ 

^    40 

kJ 

O    30 
u 

a,  20 

10 

A, 

{ 

i^ 

<f 

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r 

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Year 

Fig.  103.      Tungsten  Filament  Lamp  Sales  in  Per  Cent 
of  Total  Sales 


Among  these  may  be  mentioned  the  "Ace." 
which  consists  of  a  combination  reflector, 
diffuser  and  enclosing  globe  (Fig.  109)  made 
of  one  piece  of  glass. 

A  dense  opal  coating  on  the  upper  portion 
reflects  a  large  percentage  of  light  down- 
ward, but  still  provides  suitable  illumination 
on  the  ceiling.  A  lighter  opal  on  the  lower 
part  conceals  the  lamp  filament  and  diffuses 
the  direct  light.  A  clear  section  between 
avoids  loss  in  transmitting  the  reflected  light. 

The  whole  forms  a  large  diffusing  light 
source  which  gives  a  decided  downward  direc- 
tion to  the  predominating  light.  It  is  large 
enough  so  that  the  lamp  can  be  tightly 
enclosed  without  overheating,  and  dust  can 
thus  be  excluded  from  the  interior.  It  finds 
application  in  stores,  offices,  drafting  rooms, 
and  the  better  class  of  workrooms. 

The  Duplexalite  fixture  (Fig.  110)  has  been 
widely  applied  during  the  year  in  residence, 
hotel  and  commercial  lighting.  This  is  a  fix- 
ture of  the  semi-indirect  type,  so  arranged  as 
to  minimize  the  light  projected  horizontally. 
While  the  light  controlling  part  of  the  fixture 
is  standardized,  it  lends  itself  to  decoration 
by  means  of  silk  shades,  thus  permitting  the 
expression  of  individual  taste.     Many  vcr\' 


attractive  installations  have  been  made, 
including  room  lighting  in  leading  hotels. 

The  incandescent  lamp  for  moving  picture 
projection  is  receiving  more  extended  appli- 
cation. Quite  a  number  of  improvements  are 
still  being  made  in  the  lamps  and  optical 
systems,  and  it  is  probable  that  incandescent 
lamps  will  soon  prove  applicable  for  larger 
screens  and  longer  throws  than  were  originally 
contemplated. 

The  new  developments  in  street  lighting 
were  not  either  radical  or  revolutionary  in 
scope  but  tended  toward  simplification 
of  apparatus  and  maximum  utilization  of 
light. 

In  the  pendent  unit  for  series  Mazda  lamps, 
the  most  important  addition  was  the  com- 
bination of  Holophane  dome  refractors  and 
stippled  or  rippled  outer  globes  (Fig.  112). 
The  refractor  when  used  alone  has  not  been 
universally  satisfactory,  although  its  use  has 
been  ver\-  general.  The  collection  of  dust 
and  dirt  is  still  serious  in  some  communities 
and  this  deposit  can  collect  on  three  sur- 
faces, viz.,  the  lamp  bulb,  and  the  inner  and 
outer  faces  of  the  refractor.  Where  dust  and 
smoke  are  prevalent  and  where  the  glassware 
is  not  cleaned  frequently,  this  condition  may 
account  for  a  fift\'  per  cent  absorption  of 


Fig.  104.     White  Muda 
Lamp 


Fig.  105.     Mill  Type 
Masda  Lamp 


light.  By  enclosing  the  dome  refractor  in  a 
stippled  globe,  only  one  surface  is  exposed. 
In  these  globes  the  diffusion  is  obtained  by 
protuberances  and  depressions  in  the  surface 
of  clear  glass  which  breaks  up  the  light  but 
does  not  interfere  with  the  directional  effect 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     51 


of  the  refractor;  the  absorption  being  practi- 
cally that  of  clear  glass. 

There  is  an  attractive  installation  of  these 
units  at  Niagara^Falls,  N.  Y. 


SAFETY  STANDARDS 


INDUSTRIAL  BOARD 


PENNSYLVANIA  DEPARTMENT  OF 
LABOR   AND  INDUSTRY 


MJUmNTIO    18 


INDUSTRIAL  CODE 


LIGHTING 


OPERATIVE  ON  AND  AFTER  JUNE   i 


Lighting  of  Factories  and  Mercan- 
tile Establishments 


STATE  OF  NEW  YORK 

DEPARTMENT  OF  LABOR 
STATE   INDUSTRIAL   COMMISSION 


■UREAU  OF  INDUSTRIAL  COOL 


INDUSTRIAL  UGHTINC  CODE 


FACTORIES.  MILLS,  OFFICE  AND 
OTHER  WORK  PLACES 


l>J0U5nil*L  COMMBBON  OF 


Code  of  Lighting 
Factories,  Mills  and  Other 


Work  Places 


DEPAHTmENT  OP  LABOR 


CODE  OF  UGHTINC 

Factoda,  Milb  ud  Other  Wok  PIko 


Ifilbn  Wh*  Smrimm 


/^^^l^^rf  CtmmUtUi^Cmmntll  Hall 


Gjde  of  Lighting 

for 

FKtories,  Mills  and  other  Work  Places 


RepOT^  of  [hvuiona]  Conf 

mjttee  on  Lixhtins.  S«cbon 

on    SuiilsQan.   Committra 

wWeUueWoik 


OOMMTTItEON  LABOR 


Fig.  106.      Some  Typical  Lighting  Codes,  Indicative  of  the 

Growing  Appreciation  of  the  Importance  of 

Adequate  Industrial  Illumination 


The  single  light  of  high  candle-power  has 
proved  more  pojjular  than  the  clusters  of 
lower  candle-power  lamjjs  from  a  standpoint 
of  economy,  efficiency  and  appearance.  The 
standards  themselves  are  becoming  slender 
and  unobstrusive,  while  the  new  globes  are  of 


Fig.  107,     Lighting  Fixture  Using  One-piece  Porcelain  Combined 
Radial  Wave  Reflector  and  Refractor  Holder 

more  graceful  shapes  with  smaller  top  and 
bottom  openings  and  with  as  low  absorption 
as  is  consistent  with  perfect  diffusion.  Recent 
forms  (Fig.  113)  show  a  serious  effort  to 
harmonize  the  architectural  features  of  the 
l)ole,  casing  and  top. 

In  an  effort  to  reduce  manufacturing 
operations  and  to  increase  the  safety  factor, 
there  was  produced  a  unit  (Fig.  107)  moulded 
of  one  piece  of  porcelain,  combining  a  radial 
wave  reflector  and  a  refractor  holder.  This 
should  simplify  the  question  of  maintenance 
and  replacement  as  it  increases  enormously 
the  insulation  of  the  unit. 

To  increase  the  actual  illumination  secured 
with  luminous  arc  lamps  (Fig.  Ill),  the  ingre- 
dients of  the  electrodes  were  compounded 
under  great  pressure.  This  permits  a  high 
efficiency  mixture,  giving  30  to  40  per  cent 
more  light  than  the  standard  electrodes  with 
at  least  equal  life.  If  the  standard  intensities 
are  satisfactory,  the  compressed  electrodes 
will'yield  an  increased  lifeof  30  to  40  per  cent. 


Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


Fig.  108. 


Photometric  Test  of  RLM  Standard  Dome  Reflector,  showing 
Distribution  of  Candle-power  in  a  Vertical  Plane 


With  this  electrode,  it  should  be  possible 
to  use  a  glass  mirror  internal  reflector  which 
adds  a  further  improvement  to  the  effective 
illumination.  In  the  luminous  arc  60  per 
cent  of  the  light  is  above  the  horizontal.  The 
present  porcelain  reflector  cannot  be  made 
particularly  eflScient  and  becomes  of  less 
value  as  it  is  discolored  by  fumes.  The  glass 
reflector  will  be  initially  of  higher  efficiency 
and  will  be  more  easily  cleaned. 

Pendent  luminous  lamps  have  been  regu- 
larly furnished  with  clear  globes.     With  the 


Fig.  109.     The  "Ace"  Combination  Reflector.  Difl'uscr 
and  Enclosing  Globe 

increased  light  from  the  new  electrodes  it  is 
now  desirable  to  use  a  blown  rippled  globe 
which  gives  an  appreciable  degree  of  diffusion 
with  no  greater  absorption  than  the  clear  glass. 
The  increased  efficiency  electrodes  also  per- 
mit the  use  of  a  lower  wattage  adjustment  on 


each  lamp  without  reducing  the  effective 
lighting.  This  saves  40  watts  per  lamp  and 
increases  proportionately  the  capacity  of  the 
rectifier.  In  Detroit  for  instance,  they  are 
operating  90  to  94  low  wattage  lamps  on  each 
75-light  rectifier. 

Unusual  interior  lighting  effects  were  se- 
cured at  the  Chicago  and  Buffalo  Electrical 
Shows  in  1919;  in  each  case  the  required 
illumination  being  combined  with  a  unique 
artistic  scheme  of  decoration  consistently 
adhered  to  throughout. 


Chss 
diffusing 


Fig.  110.     The  Duplexalitc  Fixture 

At  the  Coliseum  in  Chicago  (Fig.  114)  the 
display  was  called  the  "City  of  Aladdin" 
anti  represented  a  Chinese  market  place. 
illuminated  by  Chinese  lanterns. 

In  the  center  there  stood  the  "Palace  of 
Aladdin,"  a  structure  50  feet  in  height,  stud- 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     53 


Fig.  111.     Series  Luminous  Arc 

Lamp  Equipped  with  Clear 

Rippled  Outer  Globe 


Fig.  112.     Pendent  Novalux 

Unit  with  Stippled  Globe 

and  Dome  Refractor 


dec!  with  glass  jewels  and  utilizing  panels 
and  plates  of  a  new  form  of  painted  mirrored 
glass,  flood  lighted  by  concealed  searchlights. 

At  the  Buffalo  show  an  entirely  different, 
but  equally  striking  effect  was  obtained  by 
using  an  ultra-modern  decorative  scheme  (Fig. 
115)  in  which  4500  illuminated  discs  were 
distributed  among  the  roof  girders  for  the 
purpose  of  neutralizing  or  camouflaging  these 
girders.  The  discs  were  covered  with  geo- 
metric designs  in  metallic  paints  and  the 
color  tones  from  the  sides  of  the  building  to 
the  center  line  of  the  roof  were  graded  so  as 
to  give  an  effect  of  height.  Thirty  stage  spot- 
lights were  used  to  illuminate  these  discs. 

All  other  lighting  at  the  show  was  produced 
by  5000  white  Mazda  lamps  which  were,  in  this 
way,  displayed  in  quantity  for  the  first  time. 

As  the  electrical  industry  devoted  all  its 
energies  from  the  beginning  of  hostilities  to 
the  intensified  production  of  apparatus  and 
supplies  which  were  utilized  either  directly 
or  indirectly  in  National  service,  it  also,  with 
the  coming  of  peace,  developed  forms  of 
artistic  illumination  especially  designed  to 
serve  as  a  visible  welcome  to  our  returning 
soldiers  and  sailors.  This  special  application 
of  illuminating  engineering  has  been  generally 
referred  to  as  "Victory  Lighting." 


Fig.  113.      Typical  Ornamental  Single  Light  Street  Lighting  Units 


54       January,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  No.  1 


Fig.  114.     "City  of  Aladdin"— C  licago  Electric  Show 


Fig.  lis.     White  Mazda  Lamps— BufTalo  Electric  Show 


SOME  DEVELOPMENTS  IN  THE  ELECTRICAL  INDUSTRY  DURING  1919     55 


Fig.  116.      "The  Jeweled  Portal  for  the  Victorious  Army,"  New  York  City 


Fig.  117.     The  Jeweled  "Altar  of  Victory,"  Chicago,  III. 


50       Januan',  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


An  excellent  example  of  Victor}-  Lighting 
is  the  "Jeweled  Portal  for  the  Victorious 
Army"  (Fig.  116)  in  Xew  York  City.  The 
two  vertical  shafts  of  the  portal,  SO  feet  in 
height,  are  each  surmounted  by  a  sunburst 
of  glass  jewels  and  between  them  is  sus- 
pended an  ornamental  jewelled  curtain  in 
geometric  design;  the  complete  portal  con- 
taining about  30,000  of  these  jewels.  The 
lighting  of  the  portal  was  accomplished 
by  means  of  24  IS-in.  arc  searchlights 
which  were  provided  with  color  screens 
to  gi^•e  variety  to  the  lighting  effects  pro- 
duced. 

In  Chicago  the  corresponding  display  took 
the  form  of  a  huge  "Altar  of  Victory,"  the 
central  feature  being  a  curtain  of  jewels 
(Fig.  117)  suspended  from  two  candelabra 
each'90  feet  in  height,  which  were  also  studded 


with  glass  jewels.  The  30,000  jewels  which 
were  utilized  in  this  manner  were  illuminated 
by  60-in.  army  searchlight  projectors  located 
at  a  distance  from  the  altar  supplemented  by 
a  number  of  small  flood  lights  located  on  the 
platform  at  the  base  of  the  altar  and  at  other 
nearby  points. 

A  less  elaborate  but  very  attractive  exam- 
ple of  "Victory  Lighting"  is  shown  in  Fig.  1  IS. 
It  consists  of  a  sunburst  shield  containing  more 
than  IGOO  o-watt  Mazda  lamps  with  which  the 
required  yellow  and  red  effects  were  produced 
by  the  use  of  color  caps  on  the  lamps.  The 
background  was  painted  as  a  sunburst  so 
that  even  by  daylight  the  shield  presented  an 
attractive  appearance. 

The  central  figure  is  the  flag,  which  is  seen 
flashing  in  waving  motion  against  the  steady 
brilliancy  of  the  shield  of  victory-. 


Fig.  lis.     The  Incandescent  "ShielJ  of  Victory," 
Schenectady,  N.  Y 


57 


Thermostatic  Metal 

B}-  Henry  Herrmax 

Metals  Division,  Fort  Wayne  Department,  General  Electric  Company 

For  use  in  the  temperature  controlled  devices  it  manufactures,  the  General  Electric  Company  sought  in 
vain  to  find  on  the  market  a  thermostatic  metal  of  the  same  high  standard  of  quality  as  the  remaining  parts  of 
the  devices.  It  naturally  set  about  to  strengthen  this  weak  point  and  in  consequence  developed  the  metal 
described  below — a  duplex  metal  superior  in  characteristics  to  any  domestic  or  foreign  product  The  attention 
of  manufacturers  of  devices  influenced  by  temperature  is  directed  to  the  usefulness  of  this  material,  as  its  field 
of  application  has  alread}'  proved  to  be  far  greater  than  originally  contemplated. — Editor. 


Thermally  responsive  devices  have  been 
taxing  the  inventive  minds  of  the  world  for 
many  years.  Various  combinations  of 
materials  having  widely  different  coefficients 
of  expansion  have  been  used  in  various  man- 
ners to  get  a  thermally  responsive  device. 
The  thermostatic  element  of  these  early 
devices  consisted  of  separate  strips  of  zinc 
and  steel  riveted  together;  hard  rubber  rods 
operating  in  connection  with  glass  ttibes; 
separate  strips  of  brass  and  steel  attached  at 
the  outer  ends  in  such  a  way  as  to  form  a 
bellows-like  combination;  and  many  similar 
adaptations  along  the  same  lines,  all  designed 
to  produce  motion  as  the  temperature  varied. 
All  of  the  combinations  tried  were  found  lack- 
ing in  one  very  important  respect;  that  is, 
the  permanency  of  position  or  what  may  be 
called  pennanent  zero.  Upon 
material  changes  of  tempera - 
ttire  the  deflection  which  took 
place  strained  the  connection 
between  the  two  materials 
with  the  result  that  they 
shifted  slightly  with  regard 
to  each  other,  and  therefore 
any  pointer  or  mechanism 
which  they  controlled  as- 
stuTied  a  new  position  when 
the  basic  temperature  was 
again  reached.  This  common 
defect  in  the  earlier  thermo- 
static elements  lead  the  Ger- 
mans to  develop  a  duplex 
metal  with  an  absolutely 
homogeneous  joint,  the  two 
dissimilar  metals  being  ma- 
nipulated so  that  at  the 
surfaces  of  connection  they 
were  completely  alloyed.  In 
this  way  a  thermostatic 
metal  having  permanency 
of  position  was  obtained. 

A  secondary  part  of  the  problem  lay  in  the 
choice  of  metals  having  coefficients  of  expan- 
sion sufficiently  different  to  give  a  large 
deflection.  For  use  in  the  thennostatically 
operated  devices  of  its  own  manufacture,  the 


General  Electric  Company  developed  a  bi- 
metallic thermostatic  material  which  is  similar 
to  the  German  material  in  that  the  two 
metals  are  permanently  united,  but  which  is 
superior  in  many  characteristics;  for  instance, 
its  deflection  per  degree  is  18  to  20  per  cent 
greater  than  that  of  the  foreign  product. 
The  combination  of  metals  used  is  actually 
the  one  which  gives  the  greatest  deflection 
per  degree  of  temperature  change  that  can  be 
obtained  with  reliability. 

In  its  manufacture  a  bar  of  metal  having 
the  lower  coefficient  of  expansion  is  placed  in 
a  mould  and  heated  by  an  oxy-acetylene  flame 
to  a  bright  red.  A  fluxing  agent  is  then 
sprinkled  on  the  surface  and  the  bar  is  brought 
to  its  fusing  temperature.  On  this  fluxed  sur- 
face a  laver  of  the  metal  havine  the  higher 


—I— 

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then  brought  to  a  molten  state  by  the  oxy- 
acetylene  flame  and  molten  metal  of  the  same 
composition  is  poured  on  to  build  up  the  de- 


58       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol   XXIII,  Xo.  1 


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WlOA 

i 

s-.;.' 

T-i.-, 

~l  :  ! 

..  1  L 

Fig.  5-      Force  Required  to  Obtain  Permanent^Sei  of  Thermo- 
static Metal  Strips  of  Various  Thicknesses.     Sixe  of 
strips  4  in.  long,  \  in. .wide 


THERMOvSTATIC  METAL 


59 


sired  thickness.  The  resullinj,'  composition 
ingot  is  shaped,  cleaned,  rolled,  and  annealed. 
After  the  thorough  superiority  of  this  do- 
mestic made  duplex  metal  had  been  demon- 
strated, the  Company  placed  its  manufacture 
on  a  larger  scale  in  order  that  the  metal  would 


Fig.  6.      Photomicrograph  oi  Thermostatic  Metal, 
showing  Union  Between  Components 

be  available  to  other  manufacturers  of  devices 
who  can  use  it  to  good  advantage  in  their 
products.  In  some  of  the  applications  of  this 
thermostatic  metal,  it  is  used  for  the  purjjosc 
of  temperature  indication,  in  other  applica- 
tions it  is  used  for  temperature  control,  while 
in  still  other  applications  it  is  used  to  com- 
pensate for  or  neutralize  errors  in  apparatus 
due  to  changes  of  temperature.  These  avail- 
able applications  have  already  resulted  in  the 
use  of  the  metal  in : 

Oven  thermometers 

Electric  heaters 

Ice  machines 

Refrigerators 

Thermostats 

Scientific  instruments 

Automobile  ignition  control 

Battery  charging  control 

Electric  signal  control 

Carburetors 

Computing  scales 

Speedometers 

Steam  radiators 

Sterilizers 

Gas  range  valves 

Automobile  shutters 

Heating  pads 

Flatirons,  etc. 


It  is  of  interest  lo  note  the  laws  which 
express  the  characteristic  action  of  this  metal. 
Careful  laboratory  tests  show  that 

1.  Deflection  upon  Temperature  Change  Varies 

Inversely  as  the  Ihu-kiicss 

As  the  square  of  the  loii^th 

Not  affected  by  changes  of  n'idih 

Directly  with  decrees  temperature  change. 

2.  Force  Exerted  upon  Temperature  Change  Varies 

As  the  square  of  the  thickness 
Not  affected  by  changes  in  length 
Directly  as  the  width 

As    the    square    of    the   degre-   temperature 
change. 

3.  Weight  Required  Jor  Permanent  Set  Varies 

As   the   square   of   tlie    thickness    (between 

narrow  limits) 
Inversely  as  the  length 
Directly  as  the  icidth. 

The  curves  in  Figs.  1,  2,  .'5,  4  and  .5  illustrate 
the  action  of  the  metal  under  certain  varying 
conditions. 

Under  the  sclerescope  the  yellow  of  the 
metal  shows  a  hardness  of  23,  and  the  white 
side  a  hardness  of  '.ic>.  based  upon  a  one  per 
cent    carbon    steel    (hard)    as    100. 

Fig.  (i  shows  a  photomicrograph  of  the 
union  of  the  two  metals  and  indicates  how 
impossible  it  is  for  one  metal  to  slip  upon  the 
other  as  temperature  changes  cause  the  metal 
to  bend.  So  perm.anent  in  fact  is  the  union 
found  to  be  that  no  amount  of  bending  or 
twisting  will  separate  the  two  metals;  there- 
fore it  is  possible  to  form  the  combined 
metal  element  into  various  shapes  and  to 
anneal  it  after  the  forming  operations.  Even 
on  heating  the  bond  will  not  be  broken  below 
the  melting  point  of  ti  e  metal  which  has  the 
lower  melting  temperature,  and  it  is  found 
that  the  metal  can  be  used  safely  at  any 
temperature  below  .")()(!  deg.  F. 

The  force  that  the  thermostatic  metal  is 
capable  of  exerting  without  taking  per- 
manent set  is  dependent  upon  the  thick- 
ness of  the  strip.  Fig.  4  shows  that  the 
metal  on  bending  with  temperature  change 
will  exert  considerable  force  for  the 
mechanica'  operation  of  various  devices 
without  taking  perrranent  set. 

Another  feature  of  interest  is  the  fact  that 
both  materials  used  n  forming  the  ther- 
mostatic meta'  are  \-ery  resistant  to  cor- 
rosin,  so  that  ii  can  Ite  used  in  any  location 
reasonable  for  the  use  of  metal  without 
deterioration  nr  change  in  its  operating 
characteristics. 


60       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


Electric  Propulsion  of  Merchant  Ships 

By  W.  L.  R.  E-MMiiT 

Lighting  Department,  General  Electric  Company 

In  view  of  the  successful  applications  of  electric  drive  to  large  naval  vessels,  and  the  unforeseen  limita- 
tions met  in  the  turbine  gear  drive  of  cargo  vessels,  the  author  of  this  article  shows  how  suitable  is  electpc 
drive  for  ships  of  the  merchant  tvpe.  The  article  was  read  as  a  paper  before  the  Society  of  Naval  Architects 
and  Marine  Engineers,  New  York  Citv,  November  1.3  and  14,  1919.— Editor. 


The  use  of  electricity  for  propelling  ships 
was  first  advocated  in  the  case  of  large  war- 
ships in  which  it  affords  particular  advantages 
in  the  matter  of  cruising  economy  through 
change  of  speed  ratio,  interchangeability, 
space  distribution,  etc.  The  first  application, 
however,  was  made  in  the  case  of  the  U.  S. 
collier  Jupiter,  which  is  in  most  features  a 
ship  of  the  merchant  type.  The  demon- 
stration of  geared-turbine  propulsion  came 
after  the  first  serious  proposals  of  electric 
drive,  and  the  advantages  which  have  been 
attributed  to  the  geared  method  have  sus- 


discontinued  such  activities  in  this  direction 
as  had  been  planned. 

Two  or  three  >-ears  ago  the  writer  was  of 
the  belief  that  the  geared  equipments  then 
being  made  aft'orded  a  solution  of  the  problem 
which  in  cost  and  results  would  probabh" 
prevent  the  commercial  success  of  electric 
drive  in  merchant  ships,  although  it  was 
realized  that  the  margin  of  possible  advantage 
was  small.  Since  that  time  improvements  in 
electrical  designs  ha^•e  been  developed,  and 
limitations  of  gear  possibilities  have  appeared 
which  put  the  question  in  a  different  light; 


Bou»r 


/o       /3-        ZO       af        30        3S      ■*«        **■        so         SS       ««        •*■        70        73-      SO       if        J» 


Larr^it  t/a/no  f  Sect  Jon 
Shot^ingElecCr-ic  Orife 

Fig.  1 .      Diagram  showing  Arrangement  of  Apparatus  in  an  Electrically  Propelled  Merchant  Ship 


pended  such  activities  as  were  considered  in 
this  countn,'  in  the  direction  of  electric  drive 
for  merchant  ships,  while,  in  the  case  of  war- 
ships, electric  drive  activities  have  been 
uninterrupted.  In  the  meantime  certain 
electrically  driven  ships  built  in  Europe,  and 
operated  with  very  high  degrees  of  superheat, 
have  shown  wonderful  fuel  economy,  and 
many  more  such  ships  arc  being  equipped. 

The  larger  American  shipbuilders,  having 
their  own  facilities  for  machinery  construc- 
tion, have,  not  unnaturally,  been  opponents 
of  electric  drive;  and  the  Emergency  Fleet 
Corporation,  which  for  some  time  has  repre- 
sented   ownershi]),    has    for   various    reasons 


and  it  is  now  the  writer's  belief  that  electric 
drive  is  justified  in  all  large  ships  and  that 
it  will  very  soon  develop  a  wide  application 
notwithstanding  the  great  efforts  of  skill, 
organization,  and  capital  which  have  been 
given  to  the  introduction  of  the  gear  drive 
for  vessels  of  all  classes. 

The  discussion  of  this  subject  is  largely  a 
matter  of  comparison  with  other  methotls. 
and  the  purpose  of  this  article  is  to  make 
clear  what  is  proposed  in  a  specific  case  and 
to  suggest  comjiarisons  which  may  affect 
relative  value. 

The  case  selected  is  that  of  a  vessel  of 
8S00     deadweight     tons,     length     424     feet. 


ELECTRIC  PROPULSION  OF  xMERCHANT  SHIPS 


61 


Boiler 
Room  Floor 


1 1  n  1 1 1 M )[  1 1 1 1 1 1 1 1 1 1 1 1 1  [  1 1 1 1 1 1 1  [  1 1 1 1 1  f  ]  I  f  1 1]  1 1 1 1 1 1 1  n  1 1  f  n '  1 1 1 1 1 1 1 1 1 1 1 1 1 1 1  |TiTi|'i  1 1 1 1  iTTij 

O       ^        /O        /S        ZO       ZS       30       35"       '^O       ^S        SO        SS^       &0       <^S        70        7*"      SO       SS        SO       >9^      /&0^ 

Long  ftu£::/ina/ Sect /on 


Fig-  2,     Diagram  showing  Arrangement  of  Equipment  in  Merchant  Ship  Propelled  by 
Triple  Expansion  Steam  Engine 


Sv^'tcMboard. 


a 


X4n.  I 

SOOOH.f? 
A  C  Turho  Gen  /SSHin/. 

Q  C  Turbo  C^n. 


■--^''■'  *    Center  L  me 

,-■  s      ^,      '.yc.Ofi/nieNOZ 


Condenser 

for 
DC.  7urbo&. 


p0s}t/on  i-  ooH/nty  /I ft  at  F/~ame  AJo.  SS 

Fig.  3.      Details  of  Turbo-electric  Propelling  Equipment 


30  BZ  SO  SIS' 

E/et^otiorr Looking  to  ^o/^t 


LOOhing  /Jft  oi  Fr-ame  Na  85 


ao  as  so 

Elevation  Loohing  to  Port 


Shelter  QacM 


Beam  for  Lifting  C&Qr     ^ 
Coal  Chute. 


Bridge  Qa.ck 


Fig.  4.      Details  of  Triple  Expansion  Engine  Equipment 


62       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


beam  54  feet,  having  a  cubic  capacity  of 
460,000  cubic  feet  and  capable  of  making 
11.5  knots  with  2500  shaft  horse  power 
delivered  to  a  propeller  operating  at  100 
revolutions  per  minute.  Figs.  1  and  3  show 
an  electric  propelling  equipment  applied  to 
such  a  ship;  and,  for  comparison.  Figs.  2  and 
4  show  an  equipment  with  triple-expansion 
engines.  It  will  be  obser\-ed  that  the  motor 
s  placed  as  far  aft  as  convenient,  affording 
space  for  disassembling  and  for  removal  of 
the  tail  shaft.  The  generating  unit  and  con- 
trolling equipment  are  placed  near  the  boilers 
in  such  a  manner  as  to  afford  a  m.aximum 
convenient  saving  of  cargo  space,  the  con- 
denser being  suspended  below  the  turbine  in 
the  same  compartment  with  boilers.  The 
auxiliaries  are  distributed  in  convenient 
locations  in  the  turbine  room  and  in  the 
space  below  near  the  condenser. 

The  weight  of  thisequipment.  including  gen- 
erating unit ,  motor,  controlling  mechanism  and 
direct-current  exciter,  will  be  about  67  tons. 

Auxiliaries 

In  connection  with  such  equipments  it  is 
proposed  to  use,  as  much  as  possible,  elec- 
trically driven  auxiliaries.  It  is  necessan- 
to  maintain  an  electrical  supply  independent 
of  the  main  generator  for  purposes  of  excita- 
tion and  lighting.  The  losses  involved  in  the 
operation  of  larger  auxiliary  generating  equip- 
ment are  relativch'  much  less,  and  there  is 
no  increase  of  complications.  With  such  an 
equipment  it  is  proposed  to  install  two  150- 
kw.,  turbine-driven,  direct-current  auxiliar\- 
generating  units,  one  being  required  for 
serv^ice  and  the  other  installed  as  a  spare. 
Excitation  and  lighting  will  only  amount  to 
40  kw.,  leaving  110  kw.  available  for  any 
possible  auxiliary  uses.  A  little  more  than 
half  of  this  should  be  sufficient  for  normal 
conditions.  Whik-  the  ship  is  at  sea,  for  rea- 
sons of  simplification  and  economy,  it  is  pro- 
posed to  exhaust  the  auxiliary  generating 
unit  into  one  of  the  lower  stages  of  the  main 
turbine  at  a  pressure  somewhat  abo\-c  the 
atmosphere,  so  that  some  of  this  exhaust 
steam  will  be  available  for  feed  water  heating 
if  that  obtained  from  steam-driven  auxiliaries 
is  insufficient.  In  jjort.  these  auxilian*-  units 
would  be  exhausted  into  an  auxiliary  con- 
densing plant  which  would  be  idle  while  tlie 
ship  is  at  sea. 

Moior  Compartment 

The  motor  carries  ihe  thrust  bearing  and 
is  also  equii)ped  with  a  simple,  slow-moving 
oil  pump  which  maintains  automatic  lubrica- 


tion in  the  motor  compartment.  This  lubrica- 
tion can  be  arranged  with  a  storage  tank  and 
with  an  emergenc\-  drip  supply  to  the  low- 
speed  bearings  contained  in  the  after  com- 
partment, so  that,  even  if  the  oil  pump 
should  fail,  many  hoiu-s  might  elapse  before 
injury  could  result  to  any  of  the  bearings. 
With  such  an  arrangement  the  self-lubrication 
of  this  compartment  becomes  entirely  simple 
and  safe,  and  with  occasional  inspection  it 
should  be  operated  without  an  attendant 
and  without  any  passage  connecting  it  with 
the  engine-room;  in  fact,  there  is  nothing  that 
an  attendant  need  do  in  this  compartment, 
and  there  would  be  quite  as  much  reason  for 
keeping  an  attendant  on  the  truck  of  an  elec- 
tric locom.otivc  where  the  electrical  and  lubri- 
cating conditions  are  far  more  complicated. 
Space  Saving 

It  will  be  observed  that  the  omission  of  the 
shaft  alley  and  the  diminution  of  space  re- 
quired for  the  engine-room  m-atcrially  in- 
creases the  cargo  space  and  simplifies  its 
shape.  This  increase  amounts  to  something 
over  12,000  cubic  feet,  nearly  three  per  cent 
of  the  total  capacity  of  the  ship.  The  omis- 
sion of  the  shaft  alley,  shafting,  and  support- 
ing bearings  effects  a  weight  saving  of  about 
60  tons,  and  there  will  be  an  additional 
weight  saving  in  the  machinery  itself  since 
the  electrical  equipment  will  weigh  about 
nine  tons  less  than  the  engine  equipment  for 
such  a  shi]>. 

Economy 

If  this  equipment  is  oix-rated  with  2LK> 
pounds  steam  pressure.  200  deg.  F.  superheat, 
and  a  vacuum  of  2S.5  inches,  the  steam  con- 
sumption per  shaft  horse-power  hour,  not 
including  auxiliaries,  will  amount  to  9.5 
pounds.  Under  nonnal  conditions  at  sea. 
with  most  of  the  auxiliaries  driven  electrically, 
this  should  give  a  steam  consum])tion  for  all 
puri)oscs  not  greater  than  1 1  pounds  per 
shaft  horse-jjowcr  hour.  Such  a  steam  con- 
sumption will  require  at  'east  .JO  per  cent 
less  fuel  for  all  purposes  than  would  be  re- 
quired by  a  goo(i  reciprocating  engine  equip- 
ment operating  without  superheat,  and  even 
if  an  equal  superheat  were  used  with  a 
reciprocating  engine  equipment,  the  gain 
would  still  be  over  20  ]>cr  cent. 

In  this  connection  it  must  be  considennl 
that  large  numbers  of  American  ships  arc  now 
being  equipped  with  recii^rocating  engines 
and  without  superheat,  although  it  has  been 
amply  demonstratetl  abroad  that  the  use  of 
high  superheat  is  practical  and  economical. 


ELECTRIC  PROPULSION  OF  MERCHANT  SHIPS 


63 


If  such  a  ship  were  in  operation  250  days 
in  a  year  between  CaHfornia  and  AustraHa, 
burning  fuel  oil  at  $1.00  per  barrel,  the  saving 
in  fuel  over  a  similar  engine-driven  ship 
operating  without  superheat  would  amount 
to  about  $17,000,  and  the  increased  freight 
capacity  leaving  California  would  amount 
to  585  tons,  which  is  7J^  per  cent  of  the  dead- 
weight tonnage. 

Reliability 

A  study  of  the  records  and  uses  of  such 
electrical  apparatus  as  is  applied  in  this  case 
will  show  that  the  equipment  is  less  liable  to 
interruption  of  service  than  any  other  form 
of  single-screw  equipment  which  is  applied 
to  vessels.  With  such  an  equipment,  how- 
ever, arrangements  could  easily  be  made  by 
which  the  ship  could  be  navigated  about  half 
speed  with  the  main  generating  unit  out  of 
service.  This  could  be  done  by  providing  a 
motor-generator  set  or  rotary  converter  so 
arranged  that  the  power  of  the  auxiliary 
generating  units  could  be  delivered  to  the 
main  motor.  In  an  electrically  propelled 
ship,  electricity  is  produced  simply  for  one 
definite  purpose,  and  the  arrangement  is 
simpler  and  more  reliable  than  shore  appli- 
cations where  power  is  taken  from  large 
distributing  systems.  It  is  also  possible  to 
provide  automatic  means  which,  by  inter- 
rupting excitation,  guard  against  the  pos- 
sibility of  serious  damage  through  possible 
accidents  or  insulation  failures.  Such  elec- 
trical apparatus  of  the  type  used  in  ships  is 
very  easily  repaired,  and  even  when  damaged, 
can  generally  be  temporarily  connected  so 
as  to  be  operative.  The  knowledge  necessary 
for  such  repairs  is  very  easily  imparted  and 
is  constantly  being  practiced  in  our  industries 
b\'  persons  who  have  had  little  or  no  electrical 
training. 

Reliability  of  Gearing  in  Ships 

To  make  comparison  of  such  an  equipment 
with  a  gear-driven  ship  is  much  more  difficult, 
since  a  great  variety  of  arrangements  of 
turbines  and  gears  have  been  applied  to  ships 
of  this  type.  In  the  matter  of  reliability,  as 
has  been  said,  the  electrical  equipment  is 
entirely  beyond  question,  while  many  evi- 
dences of  serious  trouble  and  deterioration 
have  developed  in  geared  ships  of  most  types 
which  have  been  produced.  Gears  have  been 
verj^  successful  in  many  warships,  but  these 
are  subject  to  only  occasional  short  periods 
of  high-power  service.  In  some  merchant 
ships,  gears  have  been  very  successful;  and 
in    others,    most    serious    trouble    has    been 


encountered.  Variations  of  results  in  similar 
equipments  in  different  ships  illustrate  some 
of  the  possible  uncertainties.  Parsons'  orig- 
inal gear  applications  operated  with  a  single 
reduction,  very  small  diameter  pinions,  and 
a  large  diameter  gear  on  the  propeller  shaft. 
Some  of  these  have  been  reported  to  be  very 
successful,  but  the  gains  in  economy  shown 
in  Parsons'  publications  are  nothing  like  so 
great  as  those  accomplished  by  high-speed 
turbines  with  double  reduction  gears.  There 
have,  however,  been  inany  cases  of  failure 
with  gears  of  this  type.  In  fact,  there  seems 
to  be  no  type  of  gearing  with  which  trouble 
has  not  been  experienced  after  long  service 
in  cargo  vessels. 

Recent  production  of  so-called  "Standard 
English  ships"  shows  that  they  are  being 
equipped  with  double-reduction  gearing;  and 
at  the  same  time  that  this  change  of  method 
is  being  adopted  in  England,  the  use  of  single 
reduction  is  being  extensively  advocated  and 
applied  here.  Although  all  the  original  Am.er- 
ican  equipments  in  merchant  ships  were 
double  reduction,  the  writer  has  seen  a  solid- 
gear,  double-reduction  equipment  of  American 
make  in  which  the  gears  were  badly  worn 
and  pitted  after  17,000  miles  of  service,  and 
in  this  case  the  proportions  of  gears  are  closely 
equivalent  to  those  which  have  been  adopted 
in  the  new  standard  English  ships,  and  the 
conditions  of  design  and  manufacture  were 
quite  as  good. 

These  indisputable  facts  and  many  others 
certainly  indicate  that  gearing  for  ships  has 
not  yet  reached  a  state  of  finished  develo]3- 
ment. 

One  of  the  tuicertainties  of  gear  operation 
in  ships  is  illustrated  by  the  very  great  differ- 
ence in  durability  of  gears  in  ship  propulsion 
and  in  shore  uses.  In  trials  on  shore,  gears 
have  borne  without  blemish,  for  equal  periods, 
loads  equivalent  to  approxim.ately  four  times 
the  average  loads  which  have  caused  bad 
destruction  of  similar  gears  at  sea.  This  is 
illustrated  by  the  photograph  in  Figs.  5  and 
G,  and  the  -data  given  in  the  titles  are  char- 
acteristic of  many  other  similar  experiences 
which  have  developed. 

The  reasons  for  these  astonishing  differ- 
ences have  never  been  adequately  explained. 
Fig.  7  shows  a  record  taken  from  a  torsion 
coupling  on  a  cargo  vessel  operating  in  ballast 
in  a  moderate  seaway.  This  record  shows 
that  the  torque  on  the  propeller  shaft  varied 
from  zero  to  approximateh-  73  per  cent  over- 
load under  certain  wave  conditions.  The 
effect  of  bad  weather  on  the  endurance  of 
gears  has  often  been  observed,  and  it  is  quite 


64       Januan-,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1 


possible  that  variations  much  greater  than 
that  here  shown  may  at  times  be  experienced. 
In  this  case  the  ship  was  pitching  only  four 
degrees.  Part  of  the  small,  quick  variations 
shown  in  this  record  were  caused  by  a  trans- 
mitting ring  which  ran  slightly  out  of  true 
in  the  instrument,  but  otherwise  the  condi- 
tions were  such  that  the  record  must  be 
substantially  correct. 

Another  matter  of  uncertainty  in  gearcd- 
turbine  equipments  is  that  of  the  temperature 
in  the  turbines.  The  operation  of  turbines 
in  the  reverse  direction  occasions  large  tem- 
perature variations,  and  temperature  varia- 
tions constitute  a  fruitful  source  of  danger 
to  turbine  stnictures.  Fig.  8  shows  a  record 
for  temperature  taken  by  a  pyrometer  situated 


indicate  that  such  effects  may  be  serious  and 
should,  if  possible,  be  avoided.  A  turbine 
which  is  kept  running  in  its  normal  direction 
is  not  subject  to  any  large  temperature  \-ari- 
ations 

The  economies  incident  to  the  use  of  sup- 
erheat on  shipboard  are  very  great  and  cannot 
long  be  neglected,  although  there  have  been 
few  applications  of  superheat  to  American 
ships.  The  following  extract  from  a  letter 
from  Van  Xievelt,  Goudriaan  &  Co..  Rotter- 
dam, Holland,  illustrates  the  superheat  possi- 
bilities in  engine-driven  ships: 

"We  are  using  during  the  last  five  years,  in  our 
multitubular  boilers  .S'j-inch  tubes,  verj-  high  tun- 
nels and  Diamond  blowers,  and  have  no  trouble  at 
all  in  getting  sufficient  steam.  We  have  practically 
no   leakage   at  the   connections   of   the    pipes   and 


Fig.  5.      Low  Speed  Ship  Gear  and  Pinion.    Pinion  diameter  11.44  in.      Pitch  3'-.'  in.    Normal  load  11  SO 
pounds  per  inch  face.      Tooth  speed  1272  feet  per  minute.     Time  run,  about  400  hours  at  sea 


between  the  nozzle  and  bticket  of  the  last 
stage  of  a  marine  turbine  while  the  turbine 
was  being  operated  at  normal  speed  in  the 
reverse  direction.  It  will  be  observed  that 
the  high  temperature  shown  by  that  record 
was  produced  in  an  extremely  high  vacuum 
by  the  introduction  of  small  amounts  of 
steam. 

A  turbine  when  operated  in  the  reverse 
direction  has  a  friction  loss  something  like 
ten  times  as  great  as  when  it  operates  in  a 
normal  direction.  In  the  General  Electric 
shops  it  has  been  discovered  that  revers- 
ing wheels  of  marine  turbines  turn  blue 
with  heat  when  operated  at  normal  speed  in 
a  vactium  of  20  inches.  While  no  definite 
information  can  be  given  concerning  the 
possible  effects  of  high  superheat  in  reversals 
of   a   marine    turbine,    the   facts   here   given 


boxes.  The  original  pipes  are  still  in  usi-.  The 
capacity  of  a  20-ton  evaporator  is  sufficient  for 
supplying  feed  water." 

"Three  of  our  steamers  have  been  running  half 
a  year  without  superheaters  with  a  coal  constitiiption 
of  24  to  25  tons.  After  fitting  superheaters  the 
consumption  was  about  22  tons,  making  a  saving 
of  at  least  10  per  cent." 

In  electrically  driven  ships  the  gain  is 
quite  as  great  as  is  here  shown,  and  no 
practical  difficult ies  can  result  even  from 
degrees  of  superheat  wliich  would  Ik-  in\- 
practicable  with  rcci])rocating  engines. 

Efficiency  of  Transmission 

The  selection  for  conijiarison  of  a  ship  of 
low  ])ower  is  unfavorable  to  electric  tlrive  in 
the  matter  of  transmission  efficiency,  the 
conditions  being  better  for  this  inelho<l  in 
ships  of   higher   jiower.      The  gonerat'T  de- 


ELECTRIC  PROPULSION  OF  MERCHANT  SHIPS 


65 


signed  for  this  case  has  an  efficiency  of  9o.6 
per  cent  and  the  motor  95.9  per  cent,  making 
the  transmission  efficiency,  including  cable 
loss,  etc.,  91.6  per  cent.  In  machinery 
designed  for  certain  high-power  ships,  the 
efficiency  is  as  high  as  94  per  cent. 


Shaft 
Horse-power 

R.P.M. 

Loss  of 
Gearing 

Efficiency  of 
Gears 

2400 
1420 

87 

77 

125  h-p. 
80  h-p. 

95.0  % 
94.7  % 

Fig.  6.     Experimental  Gear  Disc  and  Pinion.     Pinion  Diameter 
7.28  in.      Pitch  4  in.      Load  carried   3000  pounds  per  inch 
face.      Tooth  speed  7000  feet  per  minute.      Time  run 
263  hours  in  Schenectady.      Has  made  8  times  as 
many  tooth   engagements   as   above   with  a 
pressure  which,  considering  smaller  pin- 
ion  diameter,    is   relatively   four 
times  as  heavy 

To  determine  the  efficiency  of  gear  trans- 
mission as  compared  with  the  figures  just 
given,  very  careful  tests  have  been  made  at 
Schenectady.  A  2400-horse-power  ship  tur- 
bine was  connected  through  two  sets  of 
double-reduction  gearing  to  a  generator,  and 
the  steam  consumption  was  tested  at  various 
degrees  of  load  and  speed;  then  the  same 
turbine  was  connected  to  the  same  generator 
without  gearing,  and  tests  were  run  with  the 
same  conditions  and  the  same  degree  of  steam 
flow.  All  this  was  done  on  a  testing  stand 
where  conditions  are  uniform  and  accurate, 
the  gears  ran  with  perfect  smoothness,  and 
all  conditions  were  favorable.  Since  the 
comparison  gives  the  loss  of  two  gears,  the 
differences  are  considerable  and  the  deter- 
mination should  be  very  close  to  the  correct 
value.  This  test  showed  that  the  performance 
of  a  single  gear  is  as  follows: 


In  addition  to  these  gear  losses,  we  must  also 
consider  the  loss  in  friction  of  the  reversing 
turbine,  which  is  estiinatcd  from  reliable  data 
to  be  2S  horse  power,  and  we  must  also  con- 
sider the  bearing  losses  on  about  100  feet  of 
shaft,  which  in  perfect  alignment  will  be  8.5 
horse  power.  These  additional  losses  reduce 
the  transmission  efficiency  to  93.5  per  cent, 
leaving  only  1.9  per  cent  advantage  to  the 
gearing.  With  the  shaft  more  or  less  out  of 
line  and  the  gears  operating  under  sea  condi- 
tions, it  is  probable  that  the  losses  given 
would  be  greatly  increased.  Noise  is  an 
indication  of  loss,  and  most  marine  gears  are 
at  times  noisy,  while  the  gears  in  this  test 
were  almost  silent.  The  gears  tested  in  this 
case  were  of  the  General  Electric  Alquist 
type,  and  it  might  be  claimed  that  other 
kinds  of  gears  would  be  more  efficient  but 
it  is  obvious  that,  under  fixed  load  and  with 
similar  gear  speeds  and  diameters,  there 
could  be  no  advantage  in  any  other  type 
even  if  it  ran  with  equal  smoothness. 

Cost 

In  the  present  condition  of  prices,  it  is  very 
difficult  to  compare  costs,  but  the  cost  esti- 
mates of  the  General  Electric  Company  on 
electric  equipments  for  cargo  boats  and 
geared  equipments  of  recent  design  indicate 
that  the  electric  is  slightly  cheaper.  If  we 
consider  savings  in  shafting  support,  shaft 
alley,  oiling  system,  etc.,  the  saving  with 
electric  drive  should  be  as  much  as  20  per  cent 
of  the  cost  of  the  driving  machinery. 

Propeller  Speeds 

111  ships  requiring  less  than  3000  horse 
power,  there  is  some  practical  disadvantage 
in  using  propeller  speeds  below  100  revolu- 
tions per  minute  because  of  the  large  number 
of  motor  poles  required  if  a  high-speed  turbine 
is  adopted.  Studies  recently  made  by  the 
Navy  Department  and  elsewhere  have  indi- 
cated that  there  is  practically  no  disadvantage 
in  using  a  propeller  speed  of  100  revolutions 
per  minute  on  an  11-knot,  2400-horse-power 
ship,  but  in  all  cases  of  electric  drive  the  mat- 
ter of  propeller  speed  should  be  carefully 
studied.  In  ships  of  higher  power  it  is  not 
desirable  to  use  extremely  high  turbine  speeds, 
and  therefore  there  can  be  no  difficulty  about 
propeller  speeds.     Even  in  low-power  ships, 


G6 


Tanuar\-,  102(1 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  No.  1 


7  S€.C.-^ 


3SOG  S.H.R 


ZOOO  S.H.R 


Fig.  7.      Record  from  Torsion  Spring  Coupling  on  S.S.  Jebsen  in  Ballast  m  a  Moderately  Rough  Sea. 

Average  r.p.m.  78.     Average  shaft  horse  power  about  2000.      Part  of  the  smaller  fluctuations 

shown  came  from  an  untrue  collar  in  the  instrument;  otherwise  record  is  correct 


lower  turbine  speeds  could  be  used  if  expedient 
but  this  is  disadvantageous  to  a  small  tur- 
bine, and  the  relative  advantages  and  dis- 
advantages should  be  duly  considered. 

Operating  Force 

The  history  of  the  electrical  industry  has 
repeatedly  shown  that  persons  who  have  not 
used  electrical  apparatus  assume  that  its 
operation  requires  a  high  order  of  skill  and 
expert  knowledge,  and  of  this  assumption 
we  have  alread>-  heard  much  in  connection 
with  electric  drive  for  shijis.  A  vast  amount 
of  experience  has  reix-atedly  shown  that  this 
assumption  is  the  direct  reverse  of  the  truth, 
and  a  little  thought  as  to  the  conditions  in 
electrical  apparatus  should  make  the  reason 
obvious.  Conductor  circuits  are  much  simpler 
mechanically  than  pipes  and  mechanical 
motions,  and  electrical  machinery  is  simply 
a  combination  of  electric  circuits  with  motion 
of  rotation.  The  connections  are  easily 
shown  by  diagrams,  and  little  mechanical 
skill  is  required  to  make  them.  The  work  of 
insulation  can  be  so  done  that,  under  such 
conditions  as  exist  in  ship  installations 
troubles  which  might  involve  difficulty  of 
repair  by  unskilled  persons  are  very  improb- 
able. In  all  the  extensive  uses  of  electricity 
in  mills,  mines,  railways,  and  other  indus- 
tries, it  has  seldom  failed  to  become  poi)ular 
immediately  with  the  operating  forces.  In 
no  case  has  this  been  more  marked  than  in 
the  ships  which  have  been  tlriven  electrically. 
Large  electrical  apparatus  is  generally  simpler 
than  small,  and  the  machinery  used  to  propel 
a  ship  is  in  many  resi)ects  simjiler  than  that 


which  is  used  to  light  it.  Instead  of  introduc- 
ing difficulties  to  the  operating  force,  the  adop- 
tion of  electric  drive  will  eliminate  them  and 
make  ships  much  less  deix-ndent  ujjon  the  skill 
and  resourcefulness  in  their  crews. 


/OOOi 

— 

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I 

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soo 

1Z,2%of full  load 
steam  admitted  to 
first  staQ€ nozzles 

r 

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eoo 

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/ 

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i    TOO 

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steam  admitted  to 
first  stage  nozzles. 

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«;  300 

-1 

r ' 

Tcmoeraturc  test  of  25O0  HPfives  toQ* 
ship  turbine  runninq  inrttmrst  direction 
at  fullspKd36O0RPM.  mthandwilhout 
steam  admission  Pijrxyrtet^r  rmodinq  b*- 
inq  tahen  bettveen  the  nozzle  end  and 
the  bucMets  of  the  fifth  stao«.OocJtf 

/ 

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/ 

200 

/ 

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too 

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rime  -  Minutes 


F.g  8 


67 


Improving  the  Mazda  Automobile  Headlight  Lamp 

Bv  L,  C.  Porter 

Commercial  Em.inkkk,  MiNiAiUKii  Department,  Edison  Lamt  Works  oe  the 

General  Electric  Company 

Lamps  that  are  intended  for  use  with  lens  systems  or  parabolic  reflectors  must  have  the  light  source 
located  along  the  axis,  tisually  at  the  focal  point,  and  it  is  readily  seen  that  manufacturing  methods  must  be 
adopted  which  will  insure  uniform  dimensions  in  lamps  of  a  given  type,  as  only  with  such  lamps  can  replace- 
ments be  made  quickly  and  satisfactorily.  This  article  describes  the  manufacture  of  Mazda  automobile 
headlight  lamps  stage  by  stage,  and  indicates  that  every  effort  has  been  made  to  secure  a  product  as  nearly 
uniform  in  dimensions  and  performance  as  is  possible. — Editor. 


Dtirinj.,''  the  war  the  greatest  need  in  the 
manufacture  of  headlights  was  quantity  pro- 
duction with  miniinum  labor  and  time.  Now, 
however,  the  pressing  need  for  minimum 
labor  is  past  and  more  attention  can  be  given 
to  perfecting  the  qtialit>%  and  uniformity  of 
product  is  one  of  the  thing.s  that  is  being 
given  special  attention.  Since  the  armistice 
was  signed  an  engineer  has  been  appointed  to 
study  the  manufacturing  methods  and  sug- 
gest changes  which  will  result  in  more  perfect 
automobile  headlight  lamps.  He  has  insti- 
tuted a  system  of  gauges  and  insi^ections 
which  is  proving  remarkably  effective.  It 
may  be  interesting  to  describe  in  detail  the 
present  method  of  manttfacturing  a  typical 
lamp,  say  the  G-S-volt,  G-12  bulb,  21-c-p. 
Mazda  headlight  lamp  and  to  point  out 
recent  improvements  and  call  attention  to 
the  inherent  variations  required  for  practical 
manufacturing  in  large  quantities. 

The  stem  of  the  lamp  is  made  from  straight 
glass  tubing  received  in  long  pieces.  This 
tubing  is  gauged  for  thickness  and  diameter. 
It  is  then  cut  up  into  short  pieces  of  the 
proper  length  for  the  stem,  by  jnishing  the  end 
of  the  tube  against  a  stop  and  then  moving  it 
to  a  rapidly  revolving  emery  wheel,  see  Fig.  1 . 


A 


Cut  t  ing  Wheel — ► 


VI 


Tubing 


5top' 


Fig.  1.      Tubing  for  Lamp  Stems  Being  Cut 
to  Proper  Length  by  Emery  Wheel 

The  next  operation  is  to  put  these  short 
tubes  into  an  automatic  flare  machine,  which 
heats  one  end  of  the  tube  by  means  of  a 
Bunsen  flame  and  then  spreads  it  out  with  a 
rotating  metal   plunger   (see  Fig.  2).      Until 


recently  this  flaring  was  done  by  hand' 
resulting  in  a  considerable  variation  in  the 
spread  of  the  flare  and  consequently  in  the 
length    of    the    stem.      With    the    automatic 


Ste-m 


Fig.  2.      Flaring  End  of  Tubing  for  Junction  with  Bulb 
after  Assembly  of  Filament 


L  eadinq 
in  Wire 


Hole 


Fig.  3.      Method  of  Inserting 
Leading-in  Wires 

machine,  however,  the  i:)lunger  enters  a  certain 
fixed  distance  and,  being  of  constaiit  diameter, 
there  is  less  chance  for  variation  in  length.  In 
order,  however,  to  see  that  everything  is  work- 
ing properly  a  certain  percentage  of  all  stems 


68        January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


are  gauged  for  length  and  the  results  of  these 
tests  are  recorded. 

The  next  operation  is  the  insertion  of  the 
leading-in  wires  (see  Fig.  3)  in  the  stem.  The 
glass  tube  is  placed  in  a  machine,  flare  end  up, 
and  the  two  wires  stuck  down  into  holes  in 


machine  makes  a  constant  number  of  turns, 
then  allows  the  coil  to  pass  along,  leaving  a 
short  piece  of  straight  wire  before  making 
another  coil.  The  result  is  a  series  of  con- 
nected coils  wound  on  a  steel  wire,  as  shown  in 
Fig.  7. 


Uneven 
Leads 


^4] 


Fig,  4.  Uneven  Lengths  of  Lead-        Fig.  5.    Leads  of  Uniform 


ing-in  Wires — Often  a  Result 

of  Cutting  Leading-in  Wires 

to  Exactly  the  Required 

Length 


Length    Insured    by 

Trimming  After 

Sealing  In 


the  rod  holding  the  glass.  Occasionally  one 
of  these  wires  will  be  slightly  bent,  or  a 
particle  of  dirt  will  get  into  one  of  the  holes, 
thus  preventing  the  wire  from  going  in  its  full 
depth.  After  the  wires  are  in  place  the  glass  is 
rotated  and  heated  by  Bunsen  flames  until 
soft  and  then  the  glass  is  pinched  together  to 
make  the  seal.  Formerly  the  leading-in  wires 
were  cut  to  just  the  required  length  and  when 
it  happened  that  a  wire  did  not  go  to  the  very 
bottom  of  the  hole,  the  result  was  leads  of 
uneven  length  on  the  mount  (see  Fig.  4). 
Now,  however,  all  leads  are  made  two  milli- 
meters longer  than  necessary,  and  after  being 
sealed  in  the  stem  are  trimmed  off  by  a  semi- 
automatic machine  which  fixes  the  distance 
from  the  top  of  the  flare  to  the  ends  of  the 
leading-in  wires  (sec  Fig.  5)  and  assures  leads 
of  uniform  length.  This  means  a  considerable 
waste  of  nickel,  but  the  high  cost  thus  entailed 
is  warranted  by  the  more  uniform  product 
obtained. 

The  next  process  is  to  bend  the  leading-in 
wires  preparatory-  to  welding  on  the  filament. 
This  used  to  be  done  by  hand,  but  is  now 
accomplished  semi-automatically  by  a  metal 
plunger,  the  stem  being  held  against  the  top 
of  the  flare  to  keep  the  overall  length  con- 
stant (see  Fig.  6).  The  stem  is  now  ready  for 
the  filament,  which  is  made  as  follows: 

The  lamp  under  consideration  being  a  G-S- 
volt,  2}  2-ampere  lamp,  it  will  be  gas-filled  and 
will  require  a  coiled  filament.  To  make  this 
the  tungsten  wire  is  automatically  wound 
around    a    fine    steel    wire.      The    winding 


Fig.  6.  Leading-in  Wires  Being 

Shai>ed  Ready  for  Auacb- 

mcnt  to  Filament 


Filament      Steel  Wiru 


Fig.  7. 


Forming  Filaments  by  Winding 
on  Fine  Steel  Wire 


These  coils  are  then  cut  apart  with  a  pair  of 
pliers,  this  work  being  done  by  hand  and  there 
must  necessarily  be  some  slight  variation  in 
the  length  of  straight  wire  beyond  the  coil, 
though  a  standard  of  two  milli-meters  has  been 


Weld 


S 


P 


-2  ^7^ 


Fig.    8.     ShoM-ing    Shape    and 

Position  of  Filament    After 

Being  Electrically  Welded 

to  Leading-in  Wires 


Fig.  9.      Permissible  Limits 
of  Variation  in  Assem- 
bly of  Lamps 


set.  These  little  coils  are  next  bent  by  hand 
into  a  V  shape,  the  operator  picking  out.  as 
nearly  as  practical,  the  center  of  the  coil  as  the 
bending  point. 

The  filament  coils  arc  then  put  into  a  hot 
acid  bath  which  dissolves  out  the  steel  core 


IMPROVING  THE  JMAZDA  AUTOMOBILE  HEADLIGHT  LAMP 


69 


on  which  they  are  wound.  The  filaments  are 
then  heat  treated  at  1000  deg.  C.  in  hydrogen 
gas,  which  removes  all  impurities  and  leaves 
them  ready  for  mounting. 

The  filament  is  now  laid  on  the  leading-in 
wires  and  is  semi-automatically  electrically 
welded  to  them  (see  Fig.  S).  In  this  process  it 
can  be  seen  that  there  must  necessarily  be 
some  slight  variation  in  the  length  depending 
on  the  angle  at  which  the  filament  is  bent  and 
the  exact  position  in  which  it  is  laid  on  the 
leading-in  wires.  The  variation  in  overall 
length  of  the  m.ount  which  has  been  set  to 
take  care  of  these  conditions  is  plus  or 
minus  one  half  millimeter  measured  from 
the  bottom  of  the  flare  to  the  point  of 
the  filament  (see  Fig.  9).  This  is  gauged 
by  a  sliding  rule  (see  Fig.  10),  the  mount 
being  placed  on  the  slide  and  brought  up 
until  the  point  of  the  filament  touches  the 
upper  stop.  The  mount  is  now  ready  for 
sealing  in  the  bulb. 

The  bulb  is  blown  in  a  mould,  but,  strange 
as  it  may  seem,  the  diameter  of  the  bulbs  will 
vary  somewhat.  In  the  mounting  machine 
the  bulb  is  held  in  a  ring  and  the  height  of  the 
bulb  will  varv  slightlv  with  its  diameter  (see 
Fig.  11). 

In  order  to  set  the  bulb  properh-  a  steel 
ball,  of  the  exact  size  of  a  correct  bulb,  is  made 
with  a  hole  in  it  which  allows  the  rod  that 
holds   the   mount   to   rise   exactlv   the   right 


and  the  flare  of  the  stem  are  then  melted 
together  by  rotating  them  in  a  Bunsen  flame. 
After  this  is  done  i  t  is  necessary  to  "  work  "the 
glass  at  the  joint  a  little  to  prevent  cracking. 
This  used  to  be  done  by  removing  the  bulb 
and  inount  while  still  hot  and  drawing  the 


Fig.  11.      Showing  How  Height  of  Bulb  in  Mounting 
Machine  Varies  with  Bulb  Diameter 


5tee/  So// 


Fig.  10. 


Method  of  Gauging  Overall 
Assembly  Length 


Fig.  12.      Means  Employed  for  Mounting  Filaments 
in  Center  of  Bulb 


distance  to  bring  the  filament  center  in  the 
center  of  the  bulb  (see  Fig.  12).  This  device 
is  used  in  setting  the  machine.  The  mount  is 
then  put  on  the  rod  and  the  bulb  placed  down 
over  it  (see  Fig.  13).    The  bottom  of  the  bulb 


latter  down  a  little  by  hand,  thus  stretching 
the  glass.  Now,  however,  it  is  done  by  blowing 
compressed  air  in  through  the  exhaust  tube  and 
stretching  the  joint  by  expanding  it.  There 
must  necessarilv  be  some  variation  in  length 


70         January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXin,  Xo.  1 


in  that  process  and  also  the  shape  of  the  neck 
of  the  bulb  will  vary  somewhat.  The  bulb 
and  the  mount  are  now  ready  for  the  base. 

The  two  leading-in  wires  from  the  stem  are 
stuck  through  the  holes  in  the  bottom.  These 
holes  are  at  90  deg.  from  the  pins  on  the  base 


neck  determines  to  some  extent  the  distance 
that  the  base  will  go  up  on  the  bulb  before 
striking  the  glass. 

It  is  easy,  therefore,  to  see  that  with  con- 
ditions as  pointed  out  it  is  practically  impos- 
sible to  keep  the  light  center  length  of  the 


Exhaust 
Tube 


Center 


I  unction  of  Bu/b  ondM)uni 


Fig-  13.      Bulb  in  Position  Over  Filament  and 
Mount,  Ready  for  Melting  Together 


Fig.     U,       End    View    of 
Lamp       Base      showing 
Position    of    Leading- 
in  Wires    with    Re- 
spect to  Pin 


Fig    15. 


Chart  for  Determining  Position  of 
Light  Center 


and  thus  determine  the  plane  of  the  filament 
(see  Fig.  14).  The  base  is  filled  with  glue  and 
set  into  a  heater  to  harden  the  glue.  In  this 
process  if  the  wires  happen  to  be  slightlx"  bent 
or  twisted,  the  plane  of  the  filament  will  ^■ary 
somewhat  from  90  deg.  from  the  jjins,  and 


filament  (distance  between  the  nearer  edge 
of  the  pins  on  the  base  and  the  center  of  the 
filament )  to  an  absolute  figure.  The  allowable 
tolerance  in  the  light  center  length  is  .'J  '-Vl  in.; 
i.e.,  if  the  center  of  the  filament  is  not  more 
than  .'>  .'52  of  an  inch  above  nor  more  than 


Fig.  16.     Optical  Device  for  Testing  Light  Center  Length  of  Lamps 


even  if  the  operator  twists  it  around  to  90 
deg.  the  wires  are  liable  to  cause  it  to  spring 
back  before  the  glue  hardens.  There  must, 
therefore,  be  some  leeway  allowed  in  this 
respect.     The  slight  change  in  shape  of  the 


'.\  32  of  an  inch  below  the  l'4-in.  distance 
from  the  top  of  the  ])ins,  it  is  acceptable.  The 
filament  must  also  lie  entirely  within  "i  (14  in. 
of  the  axis  of  the  lamp  jiassing  through  the 
center  of  the  base  and   the  tip.     A  certain 


IMPROVING  THI-:   MAZDA  AUT(  )Mr)BILI-:   HEADLIGHT  LAMP 


71 


percentage  of  every  run  of  lamps  is  tested 
for  these  variations. 

The  device  for  testing  the  light  center 
length  consists  of  an  optical  projector  which 
throws  an  image  of  the  filament  on  a  cali- 
brated screen,  see  Figs.  l(j,  17  and  IS.  From 
this  it  can  be  easily  determined  just  where  the 
center  of  the  filament  comes.  The  center  of 
the  filament  is  taken  as  the  central  point  of 
the  triangle  formed  by  the  two  filament  legs 
and  a  line  joining  the  points  where  they  are 


four  had  light  center  lengths  of  1  7  32  in. 
(1'4  in.  1  32  in.)  with  some  part  of  the 
filament  3  ()4  in.  off  of  the  axis  (Square 
C)  and  one  lamp  had  its  filament  outside 
of  the  light  center  length  Hmit  of  3-32 
(Square  D),  etc. 

Records  are  kept  of  all  the  tests  and  inspec- 
tions during  the  entire  process  of  manufacture 
and  these  are  ])lotted  as  curves  so  that  the 
engineer  in  charge  can  see  at  a  glance  just 
how  the  production  is  running  and  whether 

Light  Center  Test 
-Dote- 


r        r      5-        1-       5 

.  3- 

M        32        6a         16         6t 

*3Z 

A 

*A- 

B 

II 

*Te 

*^2 

1 

III 

*f. 

L  ighi  Center 

1 

It 

1 

/Ixis 

/• 

1 

1 

III  1 

r 

II 

nil 

iZ 

3- 

/ 

'61 

r 

lb 

£• 

/ 

ea 

1 

-y 

1 

32     lo 


61        iZ         6-1 


16        61 


Fig.  17.      Test  for  Variation  in  Light 
Center  Length 


Fig    18. 


Test  for  Variation  of  Filament 
from  Axis 


welded  to  the  leading-in  wires.  The  testing 
device  enables  the  lamp  to  be  rotated  !•()  deg. 
so  that  the  filament  image  can  be  inspected 
as  to  its  axial  positon. 

In  recording  the  test  of  a  batch  of  lamps  the 
form  shown  in  Fig.  19  is  used,  which  shows 
that  of  2(5  lamps  tested,  one  had  a  light 
center  length  of  1  11/32  in.  [\\i  in.  3/32  in.) 
with  some  part  of  its  filament  1  ()4  in.  off 
from  the  axis  (Square  A);  two  had  light 
center  lengths  of  1  5,  1(3  in.  with  some  part  of 
the  filament  3  t)3  in.  off  the  axis  (Square  B) : 


the  various  parts  of  the  lamjjs  are  becoming 
more  or  less  uniform. 

The  lamps  which  do  not  come  within  the 
specifications  are  opened  and  the  defect  cor- 
rected where  possible.  In  cases  where  this  is 
not  practical  the  lamp  is  destroyed. 

New  methods  of  construction  and  tests  are 
continually  being  taken  advantage  of  and 
every  possible  means  is  used  to  make  the 
Mazda  automobile  lamps,  as  well  as  other 
tvpes,  the  most  unifom  and  best  miniature 
lamps  on  the  market. 


il 


Januarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


An  Absolute  Method  for  Determining  Coefficients 

of  Diffuse  Reflection 

By  F.  A.  Bexford 
Illlmixatixg  Engineering  Laboratory,  General  Electric  Company 

In  this  article  the  author  describes  an  exceptionally  accurate  method  which  he  originated  and  developed 
to  measure  the  coefficient  of  reflection  of  a  diffusing  surface.  In  addition  to  the  method  being  more  accurate 
than  Its  predecessors,  it  is  simple,  is  independent  of  the  color  of  the  standard  lamp,  and  furnishes  absolute 
not  relative,  values. — Editor. 


Character  of  Method 

The  test  method  herein  described  has 
several  features  that  are  perhaps  unique; 
and,  because  of  the  extreme  simpHcity  of  the 
photometric  work,  this  method  is  Ijelieved 
to  offer  possibilities  for  precision  determina- 
tions of  the  coefficient  of  reflection  of  diffusin.t; 
surfaces.  It  is  an  absolute  method  because 
no  photometric  standards  are  involved;  the 
brightness  measurements  may  be  made  with 
uncalibrated  lamps  and  unknown  instrument 
constants,  the  only  condition  being  that  the 
lamps  and  other  accessories  maintain  their 
constancy  during  the  test. 

Outline  of  Method 

The  brightness  of  the  interior  surface  of  a 
spherical  integrator  depends  upon  three 
factors:  (1)  the  quantity  of  light  received 
from  the  light  source,  (2)  the  coefficient  of 
reflection,  and  (3)  the  solid  angle  of  the 
spherical  surface,  if  an  incomplete  sphere. 
It  is  by  taking  advantage  of  the  last  factor 
that  there  are  obtained  two  separate  equations 
relating  brightness,  with  flux,  coefficient,  ami 
solid  angle;  and  in  the  solution  of  these 
equations  all  factors  except  the  two  readings 
of  comparative  brightness,  the  solid  angles 
corresponding  to  the  two  brightness  readings, 
and  the  unknown  coefficient  of  reflection  are 
eliminated. 

The  test  equipment  consists  of  a  sphere 
that  has  one  or  more  removable  sections, 
leaving  sections  of  known  solid  angle,  and 
whose  interior  surt'ace  is  coated  with  the 
substance  under  test.  A  lamp,  i^referabh- 
with  a  concentrated  filament,  and  a  lens  to 
project  a  sharp  beam  of  light  through  an 
opening  into  the  Sjihere,  furnishes  the  light 
for  the  test  surface.  The  surface  that  is  to 
serve  as  a  working  standard  of  comparison 
may  be  either  the  milk  glass  of  a  brightness 
photometer,  or  a  diffusing  surface  with 
constant  illumination  if  a  spectrophotometer 
is  used.  The  section  of  the  test  surface  under 
observation  must  not  receive  any  direct  light 
from  the  entering  beam. 


Derivation  of  Equation 

Let  the  unknown,  but  constant.  quantit\ 
of  light  entering  the  sphere  be  indicated  \r: 
Fa,  and  let  the  brightness  determination  W 
Bi  when  the  part-sphere  has  an  area  .4,,  tli. 
total  area  of  the  complete  sphere  being  > 
If  the  coefficient  of  reflection  is  A',  then  then 
is  reflected  from  the  section  under  direc". 
illumination  the  quantity 

F  =  KFo  lumens 
on  the  first  reflection. 

It  is  the  basic  property  of  the  integratim; 
sphere  that  light  reflected  from  any  point 
on  the  diffusing  surface  is  uniformly  dis- 
tributed over  the  entire  surface.  If,  now,  an\ 
section  of  the  sphere  is  missing,  the  amount 
of  light  that  escapes  is  directly  proportional 
to  the  area  of  the  opening,  or,  inversely,  the 
light  received  on  each  reflection  is  pm- 
portional  to  the  surface  present.  Wc  ma\ 
then  write  for  the  light  received  from  the 
first  reflection 

/'"i  =  ^  KFo  lumens  ( I 

Upon  the  second  reflection  there  is  the  useful 
flux 

Fi  =  '-^  KfJ  -^  ''^  )  =  (  V  ^^  l^"  '""i^^ns  ( 2 ' 
and  each  succeeding  reflection  is  less  by  the 
which  is  thus  the  common  ratio 
in  the  convergent  infinite  scries 


factor  '-;^  K 


■^KF, 


•+(>''0''-"+('''0"' 


(IV 


-\ lumens 

the  sum  of  which  represents  the  total  usi^fui 
light  due  to  the  infinite  series  of  reflections. 
Calling  this  total  /•".  we  have 

AJ<Fo 


/•"  =  - 


(,-^.) 


lumens 


(4) 


If  Ai  and  >"  are  expressed   in  square  centi- 
meters,   we    ma\-    find    the    illumination    in 


AN  ABSOLUTE  METHOD  FOR  DETERMINING  COEFFICIENTS 


phots  by  dividing  tlic  useful  flux  by  the  area 
illuminated 

J,             ■4i/\Fo                     KFo  ,    ^       ... 

t.  = -^ \ ^=  — :i -. ^  photos  (.)) 


.4iSf  1 


and  the  brightness  of  the  point  under  obser- 
vation is 

A'-  F 

lamberts  (6) 


~^? ~A \ 


The    photometer  reading   will   be   propor- 
tional to  B,  and  by  using  a  proportionality 
constant  A'  we  may  write 
1\~  F 
XRi  =  — 7 ~ — ^  lamberts  (7) 


<.-^'0 


Rearranging,    we    get 

NRiS  -  NR,A  i/v  =  IC-Fo  lumens  (S ) 
Selecting  another  solid  area  A^,  we  get  another 
brightness  reading  Rn  and 

NR2S  -  XR.2A2  =  A'-'Fo  lumens  (9) 

Soh-ing  for  K,  we  get  from  (8)  and  (9) 
.YS(Ri  -  R.)  -  NK(RiA  1  -  R.A,}  =  0 


,.      SiR.-R,) 


(10) 


Equation  (11)  is  the  desired  expression  for 
the  coefficient  of  reflection.  If  Ri  and  R2  are 
ta,ken  with  a  brightness  photometer,  then  A' 
must  be  defined  as  the  average  coefficient  for 
light  from  a  lamp  at  T°  as  modified  by  the 
projection  lens.      If  a   spectrophotometer  is 

s 

o.l      o.Z      0-3      0-4      o.S     0-&     cT     at 


k 

-f 

> 

-s 

\ 

llr 

-c 

0 

IV 

-7 

t 

kj 

-a 

>^ 

-9 

' 





-^^J 

^ 

■^ 

^R-'     !^ 

N 

V#B 

^ 

^ 

^ 

■\ 

^ 

^ 

\ 

> 

y 

\: 

t 

\ 

\ 

Y 

\^ 

\ 

\ 

\ 

\ 

\ 

\ 

,=  -'- 

ao  Cs-zt/Kj/s-^ziOfc-/)  p^i. 

•^LAlfS-Zt^^J-CA^CS-A/  K}]    Cent 

Fig.   2.      Curves  of  Errors  in  the  Result  Due  to   +l',tj  Error  in 
Determining  the  Ratio  R  =-^  for  a  Coefficient  of  0.50 


5: 


s 

c' 

V    °f  °:'   °-*   V  °: 

♦    « 

7      C.B     0.9        /. 

-/ 

^'. 

H^-> 

jr» 

^^ 

o 

S*n 

\ 

f 

N 

tf? 

^ 

\ 

\ 

-4 
-J 

^ 

V 

■ 

\ 

1- 

-7 

-« 
-9 
-/o 

-  £ 

/ 

=  —    — 

A 

\ 

-AiK 

\ 

7-0 

rc-/; 

A,K) 

r 

ecf, 

V7-- 

Fig.  1.      Curves  of  Errors  in  the  Result  Due  to   +1'  t   Error  in 

R" 
Determining  the  Ratio  R  =  ^  for  a  Coefficient  of  0  90 


Dividing   both   numerator   and   denominator 
by  5,  we  get  the  spherical  areas  expressed  as 
parts  of  a  complete  sphere 
i?,-A, 


A'  = 


R\-^ —  R-i^ 


num.eric 


(11) 


used,  then  A'  is  independent  of  the  light 
source  but  it  is  defined  as  the  coefficient  for 
wave  lengths  Xi,  X2,  etc. 

Selection  of  Best  Working  Conditions 

From  equation  (11)  it  appears  that  an>- 
two  sections  Ai  and  ,4 2  may  be  used  without 
regard  to  their  relative  size.  This  would  be 
true  if  the  photometric  quantities  R\  and  Ri 
could  be  determined  without  error;  but,  as 
such  is  not  the  case,  it  is  proposed  to  determine 

if  for  a  given  error  in  the  ratio  -j^  there  is  any 

Ri 
particular  selection  of  .4i  and  ^42  that  will 
give  the  most  favorable  working  conditions. 

Effect  of  Errors  in  Photometry 

As  Ri  and  R^  are  merely  proportional  to  the 
brightness,  it  will  be  sufficient  if  we  determine 

the  result  of  an  error  in  their  ratio-^. 

Denoting  the  incorrect  ratio  bv 


and  the  error  bv 


«'=4: 


E  = 


K'-K 
K 


(13) 


(14) 


74       January.  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  1 


we  get  the  expression 

(S-A,K)  (S-A,K)  (C-1) 


£=-- 


K[A,(S-A.K)-CA,(S-AiK)]    ^^'''* 

after  using  equations  (14).  (11).  (13),  and  (7) 
in  the  order  named. 

As  this  last  equation  is  too  complicated  to 
analyze  by  inspection,  it  has  been  plotted  in 
Figs.  1  and  2  for  various  combinations  of 
.4i  and  .42  and  for  A' =0.9  and  7\  =0.o. 

In  spectrophotometric  analysis  in  particular 
it  is  important  to  have  ver\-  bright  test 
surfaces,  and  in  order  to  obtain  this  condition 
the  test  sphere  must  be  small.  After  making 
allowance  for  an  opening  to  admit  the  light 
and    another    for    observing,    the    remaining 

S 


^ 
^ 


S           O/'        0.f       O.J        O 

4-     o^     o.£     ex7      o^       o._       y.c 



-  f 

^^ 

■*■*>.., 

^- 

- 

>i^-. 

i^. 

1 

"^o 

\ 

fe 

\ 

\ 

-4 

W  ' 

> 

^ 

-.\ 

1 

-  4 

\ 

\ 
\ 

-a 

1 

\ 

1 

\ 

\ 

1 

1 

I 

-n 

1 

-9 
■  /o 

^         IOO/^,(S-/)2X)(C-/) 
—  f' P£l?C£fJT 

— 

A: 

s 

Fig.  3.      Curves  of  Errors  in  Result  Due  to   -f-l'i   Error  in 

Measuring  A\:   Full  Lines  of  Coefficient  of  0  90, 

Dotted  Lines  for  Coefficient  of  O.SO 

surface  cannot  greath-  exceed  9.')  per  cent  of 

the  complete  sphere.    With  this  value  for  .4i 

(in  the  remainder  of  this  article  .4i  and  .4o  are 

.4i  4-. 

used  in  place  of  '-^  and  '-^)  and  /\  =0.9,  the 

choice  of  .4;  is  seen  from  the  curves  to  lie 
between  zero  and  O.N  5.  In  this  entire  region 
a  photometric  error  of  1  per  cent  in  the  ratio 
of  R^  to  Ki  will  give  an  error  in  the  result  of 
less  than  three-tenths  of  one  per  cent.  It  is 
under  these  conditions  that  the  method  may 
properly  be  called  a  precision  method. 

Taking  .4i  =0.755,  the  best  value  for  .4: 
lies  between  zero  and  ()..')05  and  the  error 
rises  to  0..")  and  O.N  i)er  cent.  If  .4i  is  0..j.}5, 
the  best  value  of  .4;  will  give  an  error  of 
more  than  one  per  cent  in  the  final  result. 


From  these  data  it  is  evident  that  the  largest 
possible  value  of  .4i  gives  the  most  favorable 
working  conditions. 

The  selection  of  .42  will  in  practice  probably 
always  be  near  the  upper  limJts  mentioned. 
If  too  small  a  section  .42  is  used,  the  results 
are  more  liable  to  be  affected  by  stray  light 
or  b}-  light  from  the  sphere  being  reflected 
back  from  the  surroundings. 

In  Fig.  2  the  error  equation  is  plotted  for 
the  same  values  of  .4i  and  .42  as  before,  but  a 
coefficient  of  0..5  is  assumed  for  the  test 
surface.  A  comparison  of  the  two  sets  of 
cur\'es  for  A"  =  0.9  and  A'  =  0.o  shows  that  the 
latter  gives  very  inferior  accuracy,  which 
means   that    the   method   is   best    suited   for 


Ai 

S 


/oo^r/-^//fUc-/J 

*  B 

^lO-AzXJ-CAz  (l-A/K) 

1 
1 

*  ^ 

/ 

; 

;   ; 

/ 

; 

/ 
/ 

1 

( 
/ 

\ 

1  f 

// 

k       1  k 

'  A^ 

■1 

' 

1  h     1 

^b  / 1 

i- 

lb 

/   ^ 

'M  /  /  y  J 

^ 

.^i^S::^<-^ll^-r^  % 

J  £       o  J      O  •# 


s 


0.7      o.B     o  9 


Fig.  4.      Curves  of  Errors  in  Result  Due  to   *1'  .    Error  in 

Measuring  A-\   Full  Lines  for  Coefficient  of  0.90. 

Dotted  Lines  for  Coefficient  of  O.SO 

surfaces  having  high  coefficients,  anil  if  the 
coefficient  is  much  below  0..)  the  method  may 
fail  through  multiplication  of  the  usual  pho- 
tometric inaccuracies. 

Effect  of  Errors  in  A\  and  A: 

In  general,  the  sphere  can  be  built  u|}  of 
sections  whose  areas  are  known  with  a  high 
degree  of  accuracy.  The  high  accuracy 
obtainable  when  only  the  photometric  work 
is  in  error  is  due  to  the  fact  that  R\  and  R^ 
have  symmetrical  positions  in  the  numerator 
and  denominator  of  equation  (11).  both  of 
which  are  increased  or  both  decreased,  thus 
minimizing  the  effect  u])on  the  result.  With 
.4i  and  .42  the  case  is  different,  and  in  Fig.  .'{  is 
shown    the   result    t)f   using    a    value   for   .4i 


AN  ABSOLUTE   ArP/niOl)   FOR   DirPERMINIKC  COEFFICIENTS 


10 


one  per  cent  high.  The  equation  for  determin- 
ing the  error  is  given.  From  the  solid  cvirves 
(for  /v'=U.9)  it  is  evident  that  the  angular  for 
surface)  measurements  .should  be  made  with 
great  care,  because  the  resulting  error  in  the 
final  result  is  always  larger.  The  results 
when  testing  a  surface  having  a  coefficient  of 
(l..iO  are  less  accurate,  but  for  low  values  of 
.42  the  difference  is  not  great. 

An  error  of  one  per  cent  in  .42  has  much 
less  effect  upon  the  results  than  the  same 
error  in  Ai.  The  error  in  K  actually 
approaches  zero  as  A«  decreases,  and  here  is 
found  the  best  reason  for  selecting  .42  as 
small  as  possible.  There  is  a  practical  limit 
fixed  by  the  necessity  of  having  one  section 
of  the  surface  for  receiving  all  the  direct 
light  from  the  lamp  and  another  surface  for 
observing,  i.e.,  illuminated  only  by  reflected 
light.  These  two  surfaces  are  not  necessarily 
continuous  or  joined.  A  ]jraetical  consider- 
ation that  bears  on  the  selection  of  .42  is  the 
return  of  light  escaping  from  the  part-sphere. 
This  return  light  increases  at  a  greater  rate 
than  the  openings  5  — .4i  and  5  —  ^42;  and 
unless  the  conditions  are  highly  favorable  for 
quenching  all  the  reflected  light,  the  error 
(iue  to  this  cause  may  overbalance  any 
supi:>oscd  advantages  of  a  small  value  for  .42. 
Another  lower  limit  is  fixed  by  the  difficult}' 
of  measuring  a  small  section  as  accuratch' 
as  a  large  section. 

In  general,  it  would  seem  that  the  rules  for 
])ractice    arc: 

(1)  Make  .4i  as  large  (in  jiroportion  to  5) 
as  i)ossiblc. 


(2)  Make  .42  one  half  to  three  fourths  as 
large  as  ,42. 

(.3)  Quench  all  stray  light  from  the  i.iart- 
sphere. 

(4)  Use  the  method  \\-ith  caution  when  K 
is  less  than  ()..i(). 


^ 

^^J^^J 

±. 

^^^^ 

^""Wl 

^^'^ 

«MH^nMi'>BI 

W^y^im 

Fig.  6.      Photograph  of  the  Testing  Set-up  L _  . 

the  Coefficient  of  Reflection  of  Magnesium  Carbonate, 
Fio    =;    hv  the  Part-snhere  Me 


up  Used  in  Determining 
.  ui  x^ciici- iivjii  ^i  .Yiagnesium  I.. 
Fig    5,  by  the  Part-sphere  Method 


Coefficients  of  Magnesium  Carbonate 

By  the  m.ethod  just  described,  a  test  was 
made  of  the  reflection  coefficient  of  mag- 
nesium carbonate.  The  material  was  obtained 
at  a  dmg  store  and  the  package  bore  the 
inscription  "  Silk -finished  Magnesia  Carbon- 
ate   for    technical    use."       The    blocks    were 


/oo 

0.93 

§      0  97 

i 

.V 

o 

— 

— 

'^o 

o 

" 

^ 

o   ^ 
/ 

K 

U      o.S/ 
0.90 

■ 

o«o     o-V  a**  a*^  a*e  aso  oSK  oS*  aS»   OSB  aso  oti  oA*  o.s*oM   oto 

\-twjr\- Oi  i>£ •(• ifKSe/^  — ^  r  [. —  o«m/mr? — ^ fo 1 

Fig    5.      Spectrophotometric  Test  of  Coefficient  of  Reflection  of  Magnesium  Carbonate 
by  Part-sphere  Method 


76       January,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  1 


2  by  2  by  2J^  inches  and  nothing  was  known 
about  their  chemical  purity.  A  4.5-deg.  bevel  ■ 
was  cut  around  one  end  of  each  block,  and 
the  end  was  then  turned  out  to  a  concaA"e 
spherical  surface  with  a  radius  of  1.125  inches. 
When  five  of  these  blocks  were  assembled  as 
shown  in  the  photograph  of  the  test  equip- 
ment, Fig.  6,  they  formed  five  sixths  of  a 
sphere,  and  the  removal  of  one  block  left 
two  thirds  of  a  sphere.  In  order  to  have 
definite  edges,  the  bevels  and  sides  of  the 
block  were  blackened  with  draughting  ink, 
which  was  found  to  stay  on  the  surface  and 
not  penetrate.  Owing  to  the  extreme  fragility 
of  the  carbonate,  it  was  found  impossible  to 
get  perfectly  sharp  edges  all  around,  and  there 
was  a  little  blackened  area  visible  at  all 
points.  From  measurements  on  the  cracks, 
it  seems  that  the  assumed  areas  .4i  and  .4> 
are  about  one  per  cent  too  high.  The  true 
values  for  K  thus  would  seem  to  be  slighth- 
greater  than  given  in  Fig.  o,  if  no  account  is 
taken  of  the  effect  of  stray  light.  A  few 
readings  with  three  and  two  blocks  showed  a 
progressive  decrease  of  several  per  cent  for 
the  lower  values  of  A<;  and  as  it  is  believed 
that  the  stray  light  just  about  compensates 
for  the  errors  in  .4i  and  .-is  mentioned  above, 
the  results  are  given  as  found,  and  they  are 
probably  within  one  per  cent  of  correct  at 
all  points  except  possibly  at  0.43^.  where  the 
intensity  was  near  the  lower  reading  limit. 

The  lamp  and  focusing  lens  for  the  part- 
sphere  are  shown  near  the  top  of  the  photo- 


graph, and  the  comparison  lamp  is  in  the 
metal  sphere  at  the  extreme  right-hand  side. 
During  the  test  the  part-sphere  was  sur- 
rounded by  screens  and  the  white  sides  of 
the  blocks  were  covered.  The  color  com- 
positions of  the  two  beams  entering  the 
collimators  were  quite  different,  the  readings 
at  different  parts  of  the  spectrum  ranging 
from  50.3  to  73.9;  and  there  was  considerable 
unevenness  due  to  the  lens  and  the  paint 
and  diffusing  glass  of  the  metal  sphere. 
These  variations  of  course  canceled  out  as 
they  affected  Ri  and  /?•>  alike.  Ten  readings 
were  taken  at  each  point,  and  the  apparent 
high  photometric  accuracy  shown  by  the 
agreement  of  the  points  with  a  smooth  curve 
is  in  line  with  the  data  of  Fig.  1. 

Regarding  the  high  coefficients,  it  can  onh' 
be  said  that  the  figure  A'  =  O.SS  published  a 
number  of  years  ago  is  obviously  too  low,  as 
it  has  been  found  possible  to  get  this  value 
with  a  reflcctometer.  which  is  known  tu 
read  low.  Correcting  the  reading  of  this 
instrument  for  the  equivalent  spherical  area 
of  the  nickel  band,  and  using  for  the  nickel 
its  test  coefficient  of  0.53,  the  coefficient 
of  magnesium  carbonate  is  0.970  which  is 
evidence  in  favor  of  the  accuracy  of  the 
data  here  given. 

A  large  number  of  experimenters  have  at 
various  times  used  magnesium  carbonate  as 
a  standard  of  reflection,  and  exact  knowledge- 
of  its  coefficient  is  of  considerable  importance 
in  several  types  of  photometry-. 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTFIC 

REVIEW 


VOL.   XXin,  No.   2 


Published  by 

General  Electric  Company's  Publication  Bureau. 

Schenectady.  N.  Y. 


FEBRUARY,   1920 


il 


Large  modern  alternators  must  be  driven  by  waterwheels  or  steam  turbines  because  only  these  types  of  prime 
mover  are  of  sufficient  caliber  for  the  purpose.  This  illustration  shows  one  20,000-kv-a.  and  two  16,300-kv-a.  water- 
wheel-driven  alternating-current  generators,  and  our  frontispiece  shows  a  45,000-kw.  steam  turbine-driven  generator 


A  Group  of  Articles  on 

SYNCHRONOUS  GENERATORS  AND  MOTORS 


( PATENTED) 

It  is  not  alone  mechanical  friction  within  a 
machine  itself,  that  "NORmfl"  Hearings  minimi/c. 
Their  trouble-free  performance  also  minimizes 
friction  between  machine  buyer  and  machine 
builder.  A  "NORfflfl"  equii^ped  machine  is  a  bet- 
ter, more  serviceable  machine.  Its  builder  may 
justly  claim  it  to  be  so,  because  its  performance 
will  surely  prove  it  to  be  so. 

See  that  your  Motors 
are  "NORmfl    Equipped 

IRE  m^mm/^  CPil^F/^IMY 

W^'W  Y®ii°lk 
Ball.  Roller. Thrust  and  Combination  Bearings 


General  Electric  REVIE^A/■ 


Manager,   M.   P.   RICE 


A   MONTHLY  MAGAZINE  FOR  ENGINEERS 

Associate  Editors,  B.  M.  EOPF  and  E.  C.  SAXDERS 


Editor,  JOHN  R.  HEWETT 


In  Charge  of  Advertising,  B.  M.  EOFF 


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Vol.  XXIII,  No 


Copyright.  ISiO 
hy  General  Electric  Company 


Febriarv,  192U 


CONTENTS 

Frontispiece:  A  Modern  Alternating-current  Generator 

Editorial:  The  Status  of  the  Synchonous  Generator 

Early  Days  in  Alternator  Design 

By  W.  J.  Foster 
Investigation  of  Water-air  Radiators  for  Cooling  Generators  and  Motors 

By  H.  G.  Reist  and  E.  H.  FREiBrRCHorsE 

Steam  Turbine  Generator  Ventilation 

By  Geo.  !Moxsok 

Mechanical  Design  of  Large  Turbo-generators 

By  M.  A.  Savage 
The  Behavior  of  Alternating-current  Generators  When  Charging  a  Transmission  Line 

By  W.  0.  Morse 

Synchronous  Motors 

By  W.  T.  Berkshire 
Magnetomotive-force  Diagram  of  the  Synchronous  Motor 

By  E.  S.  Henningsex 
Oscillating  Frequency  of  Two  Dissimilar  Synchronous  Machines 

By  R.  E.  Doherty 

Some  Mechanical  Features  of  Svnchronous  Machines 

By  A.  P.  Wood 
Parallel  Operation  and  Synchronizing  of  Frequency  Converters 

By  O.  E.  Shirley 

Motor-generator  Sets 

By  G.  H.  Tappax 

Svnchronous  Condensers 

By  E.  B.  Plenge 

Large   Horizontal   Alternating-current   Waterwheel-driven   Generators   and   Synchronous 

Condensers 

By  M.  C.  Olson 

Measurement  of  Losses  and  Efficiencv  bv  Temperature  Rise  of 

By  Wm.  F.  Dawson 

Bearings  and  Lubrication  for  Vertical  Shaft  Alternators    . 

By  T.  W.  Gordon 

A  LTnique  Design  of  Waterwheel-drivcn  Alternator     . 

By  A.  E.  Glass 

Belted  Alternating-current  Generators 

By  A.  L.  Hadley 

Sine  Wave  Testing  Sets 

By  E.  J.  BuRXHA.M 

111  Mcmoriam:    Timothv  S.  Eden 


Ventilating  Air 


Page 

79 
SO 

91 

99 

105 
109 
112 
122 
125 
130 
136 
140 
143 

147 
153 
102 
1(30 
171 
177 
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K     H    , 


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General  Electric  Review 


THE  STATUS  OF  THE  SYNCHRONOUS  GENERATOR 


Alternating-current  generation  and  trans- 
mission are  the  cornerstone  of  the  electrical 
industry.  Only  in  a  few  instances  where  the 
energy  is  used  directly  on  the  spot,  as  in  the 
manufacture  of  aluminum,  is  direct  current  gen- 
erated on  a  large  scale.  That  this  would  ever  be 
the  case,  however,  was  directly  contrary  to  the 
belief  of  most  electrical  men  in  the  early  'SOs. 

Following  on  the  heels  of  the  invention  of 
the  incandescent  lamp  by  Mr.  Edison,  in- 
ventors and  manufacturers  busied  themselves 
with  the  development  and  sale  of  direct- 
current  dynamos  for  operating  the  lamp. 
Although  Professor  Elihu  Thomson  had 
succeeded  in  building  some  of  the  most 
satisfactory  direct-current  generators  then  on 
the  market,  he  foresaw  the  wonderful  oppor- 
tunities offered  by  alternating  current  for  long 
distance  transmission  and  set  to  work  to 
improve  the  alternating  current  system  and 
overcome  the  strong  prejudice  which  existed 
against  it.  His  inventions  made  possible  the 
safe  distribution  of  low  voltage  alternating 
current,  and  once  this  fact  had  been  demon- 
strated, the  development  of  alternating-current 
apparatus  progressed  with  astonishing  rapid- 
ity— the  inherent  superiority  of  alternating 
current  as  a  medium  for  moderate  and  long 
distance  transmission  had  been  established. 
Mr.  W.  J.  Foster,  in  his  article  in  this  issue, 
traces  the  progress  in  alternator  design  from 
the  early  machines  of  Elihu  Thomson  to  the 
inception  of  the  polyphase  revolving  field 
machines  of  today. 

Often  in  the  development  of  alternating 
current  generators,  as  with  most  engineering 
development,  there  has  appeared,  sometimes 
only  a  step  ahead  of  current  achievement,  a 
formidable  barrier  to  further  progress — some 
limiting  factor  that  seemed  to  block  the  way. 

In  the  early  days  it  was  a  question  of  volt- 
age and  insulation,  then  of  prime  movers  of 
adequate  capacity.  As  the  size  of  machines 
increased  limits  were  obviously  being  ap- 
proached in  the  definite  pole  revolving  field 
construction  because  of  centrifugal  stresses: 
and  almost  simultaneously  the  problem,  of 
adequate  cooling  and  ventilation  thnist  itself 
into  consideration.  Each  of  these  limits  has 
been  pushed  farther  and  farther  along  the 
road  of  progress  as  it  threatened  to  become  a 
serious  factor;  new  insulations  were  devised, 
the  steam  turbine  replaced  the  reciprocating 


engine,  salient  pole  construction  surrendered 
to  the  smooth  core  rotor,  and  force  draft  suc- 
ceeded to  natural  ventilation. 

In  the  steam  turbine  generator  we  have 
arrived  at  the  45,000  kilowatt  unit  and  have 
under  consideration  still  larger  machines. 
On  the  electric  end  at  least  we  do  not  appear 
to  be  confronted  with  any  new  limitations — 
we  are  merely  overtaking  some  of  our  old 
problems  in  new  guise.  Centrifugal  stresses 
in  the  rotor  were  for  a  time  brought  within 
safe  limits  by  the  elimination  of  salient  poles; 
but  with  the  great  axial  length  and  massive 
field  coils  that  are  required  in  the  largest 
machines,  these  stresses  are  again  approaching 
the  limit  of  safety.  Also,  it  is  becoming 
exceedingly  difficult  to  dissipate  the  heat  that 
is  generated  in  these  solid  rotors — air  veloc- 
ities through  the  air  gap  are  now  in  the 
neighborhood  of  12,000  feet  per  minute.  In 
the  stator,  likewise,  ventilation  is  becoming 
a  serious  factor;  also,  it  is  becoming  increas- 
ingly difficult  to  support  the  end  windings  so 
that  they  will  resist  the  tremendous  forces 
that  act  to  wreck  them  under  short  circuit. 

In  waterwheel-driven  alternators  the  re- 
quirement of  being  able  to  withstand  double 
speed  introduces  difficulties  in  the  design  of 
the  revolving  element,  as  the  larger  diam.eters 
have  made  it  impracticable  to  adopt  the 
sm.ooth  core  rotor  for  these  machines. 

The  largest  waterwheel  generators  have 
been  of  the  vertical  type,  and  one  of  the 
greatest  problems  has  been  to  provide  a 
satisfactory  thrust  bearing  to  support  the 
entire  revolving  element,  including  the  water 
thrust.  Considerable  trouble  from  scored  and 
burned  beai'ing  surfaces  was  experienced  with 
the  older  types  of  thrust  Ijcaring,  and  it  was 
obvious  that  the  maximum  allowable  weight 
for  this  design  had  been  reached.  The  spring 
thrust  bearing  and  an  efficient  oiling  system, 
however,  have  shifted  the  limiting  factors  in 
the  size  of  waterwheel  generators  to  otjier  ele- 
ments in  the  construction. 

Closely  related  to  the  synchronous  generator 
are  the  synchronous  motor,  synchronous  con- 
denser and  frequency  converter,  and  the  sig- 
nificant position  of  this  class  of  apparatus 
with  respect  to  the  future  expansion  of  elec- 
tric power  generation  and  utilization  empha- 
sizes the  value  of  the  special  series  of  articles 
appearing  in  this  issue.  B.  M.  E. 


so     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


Early  Days  in  Alternator  Design 

By  W.  J.  Foster 
Alternatinc.-current  Exgineerixg  Department,  General  Electric  Company 

The  author  takes  us  back  to  the  days  when  some  of  the  first  experimental  work  on  alternating-current 
generators  was  being  performed  by  the  predecessors  of  the  General  Electric  Company.  Professor  Elihu 
Thomson's  inventions  and  his  appreciation  of  the  advantages  of  alternating  current  were  largely  instrumental 
in  overcoming  the  early  prejudices  against  the  commercial  use  of  alternating  current,  and  some  of  his  work  is 
illustrated  and  described  in  this  article.  The  evolution  of  the  alternator  is  traced  from  Professor  Thomson's 
early  experimental  machines,  through  the  first  commercial  machines  of  the  Thomson-Houston  Companv  and 
the  mono--yclic  generators  of  Steinmetz,  to  the  early  polyphase  generators  built  between  the  years  1894  and 
1900.  During  this  period  the  first  turbo  alternator  was  built  and  tested.  Some  remarks  in  explanation  of 
the  great  range  of  frequencies  that  were  to  be  found  in  the  early  days  are  of  interest. — Editor. 


Ti 


'HE  Alternating 
Current  Engi- 
neering Department 
of  the  General  Elec- 
tric Company,  as  now 
constituted,  may  be 
said  to  date  from 
January-,  1S94.  Hence, 
the  quarter-centurj' 
mark  has  been  passed. 
For  the  origin  of  the 
Department  we  must 
go  back  to  the  con- 
stituent companies 
that  merged  into  the 
General  Electric  Company  in  1S92;  in  fact, 
it  is  necessary  to  go  even  further  back,  to  the 
time  when  there  were  no  organized  com- 
panies manufacturing  electrical  machinery. 
The  real  origin  is  to  be  found  in  the  work  of 
Prof.  Elihu  Thomson;  first,  in  the  Phila- 
delphia High  School;  second,  in  the  American 


W.  J.  Foster 


Fig.  1.     Sketch  from  Drawings  of  a  Patent  Application  Prepared 

January  13,  1879,  showing  Induction  Coils  in  Parallel  as 

Arranged  and  Tested  Out  by  Elihu  Thomson 

at  Franklin  Institute 

Electric  Co.,  New  Britain,  Conn.;  and  third, 
in  the  Thomson-Houston  Electric  Co.,  Lynn. 
The    fundamental    patents  were   taken   out 


about  fort\-  years  ago  by  Prof.  Thomson. 
These  have  been  added  to  from  time  to  time 
by  him  and  by  others  connected  with  the 
Department. 

The  alternator  had  no  commercial  value 
until  means  for  delivering  the  current,  and 
apparatus  for  applying  it  to  some  useful 
purpose,  had  been  devised.  Naturally,  light- 
ing was  the  first  use  made  of  the  alternating 
or  ' '  reversed ' '  current .  Some  idea  of  the  part 
taken  by  Prof.  Thornson  and  his  associates 
in  this  work  may  be  obtained  from  Figs.  1,  2 
and  3. 

Fig.  1  is  reproduced  from  Fig.  5  in  the 
drawings  of  a  patent  application  by  Elihu 
Thomson,  prepared  January  13,  1S79,  contain- 
ing the  following  description  of  the  illustra- 
tion; 


►±er/Ki^ 


#VMt.  &#U*  t*t^  L^-JU~a^t^A.s  C.  ,«/^»;7t-..«^L 
Fig.  2.     Taken  from  Personal  Notes  of  Elihu  Thomson 

Fig.  5  shows  the  method  of  employing  a  vibrating 
lamp  where  a  single  undulatory  or  reversed  current 
is  employed  to  operate  a  number  of  lamps,  the  main 
circuit  remaining  unbroken.  //  H  II  is  the  main 
circuit  from  the  machine  furnisliing  reversed  cur- 
rents, it  being  branched  at  1,  1,2,  2,  S,  S  through  the 


EARLY  DAYS  IN  ALTERNATOR  DESIGN 


81 


primary  wire  of  induction  coils 
N,  N',  N".  The  secondary 
wire  of  each  induction  coil  has 
its  terminals  connected  to  the 
terminals  of  the  lamps  L,  L',  L" . 
The  variations  or  reversals  in 
the  primary  circuit  H  H  H 
cause  variations  or  reversals  in 
the  secondary  circuits,  of  which 
the  lamps  L,  L',  L"  form  a 
part.  Since  the  secondary  cur- 
rents traverse  the  coils  C  of  the 
lamps,  vibrations  are  thereby 
imparted  to  the  electrode  E  as 
before." 

Fig.  .3  shows  sketches 
and  explanations  of  the 
sketches  taken  from  the 
note-book  of  Prof.  Thom- 
son's assistant,  Mr.  E.  W. 
Rice,  Jr.,  now  President  of 
the  General  Electric  Com,- 
pany. 

Fig.  2  is  reproduced  from 
Prof.  Thomson's  own  notes 
of  a  later  date. 

Fortunately,  some  of  the 
first  machines  built  by  Elihu 
Thomson  are  still  in  exist- 
ence and  have  been  photo- 
graphed for  this  article. 
Figs.  4  and  5  show  the 
dynamo  built  in  1S78  and 
operated  in  theFranklin  In- 
stitute, Philadelphia,  before 
the  days  of  the  incandes- 
cent lamp,  or  of  am'  of 
the  many  applications  of 
electricity  to  the  useful  arts 
as  we  know  them  today. 
This    particular    machine. 


C-ffH-^^A*^^ 


Figs.  4  and  5. 


ui'^^aA^-^       J)'^'^-  '^'^ 


AXO 'OO^CaZ^.C^     p/v^^u.^^t»-^,     iJi-^tity^V-    0^a*^'^«^ttu/3 . 

Fig.  3.      Taken   from  Notes   Made  in  January,  1884.  by  Elihu  Thomson's 
Assistant,  E.  W.  Rice,  Jr. 


Alternating-current  Dynamo  Built  by  Elihu  Thomson  i 
Front  and  Back  Views 


as  shown  in  the  illustrations,  had  a 
re^'olving  armature  and  windings 
connected  to  a  commutator  for  fur- 
nishing direct  current,  as  well  as  wind- 
ings connected  to  slip  rings  for  alter- 
nating current.  The  immediate  use 
that  was  made  of  this  alternator  was 
the  operation  of  an  arc  light.  Fig.  6 
shows  two  of  the  transformers  in- 
vented by  Prof.  Thomson  in  order  to 
make  use  of  the  alternating  current, 
and  Fig.  7  one  of  the  lamps  for  fur- 
nishing light  at  the  Franklin  Insti- 
tute. 

During  the  next  few  years  Prof. 
Thomson's  energies  were  occupied 
largely  in  the  development  of  direct- 
current  dynamos,  arc  machines,  arc 
lamps,  etc.  During  this  tim.e  Mr. 
Edison  developed  the  carbon-filament 


82     Februarv,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


incandescent  lamp.  Other  inventors  and 
manufacturers  developed  and  put  on  the  mar- 
ket direct-current  dynamos  of  suitable  poten- 
tial to  operate  the  lamps.  The  operation  of 
incandescent  lamps  from  the  direct-current 
dynamos  proved  to  be  a  success.     When  it 


Fig.  6.      Transformers  Made  in  1878 

was  proposed  to  make  use  of  altematinjj 
current  with  stepdown  transformers,  in  order 
to  distribute  over  a  wider  range,  objection  was 
made  on  the  ground  of  danger  to  life.  This 
was  the  situation  when  Prof.  Thomson  again 
attacked  the  problem  of  distribution  at 
higher  potentials.  His  efforts  resulted  in 
inventions,  patented  about  1SS5,  that  made 
the  distribution  perfectly  safe.  He  then  took 
up  actively  the  design  of  commercial  alter- 
nators. Fig.  S  shows  his  first  alternator, 
built  in  Lynn,  in  ISS.^.  It  was  a  revolving- 
field  separately-excited  machine,  and  was 
used  for  commercial  purjjoscs  in  the  shops  of 
the  Company.  Fig.  9  shows  an  early  type 
of  transformer  having  a  ring  core,  the  inven- 
tion of  which  made  possible  the  adaptation 
of  the  alternator  for  lighting  one  of  the 
Company's  factories. 

It  is  interesting  to  note  that  of  the  two 
constituent  Companies  that  merged  into  the 
General  Electric,  the  Thomson-Houston  de- 
veloped alternating-current  m.achines  and 
apparatus,  as  well  as  direct-current,  while  the 
Edison  General  Electric  Company  confined 
its  operation  to  direct  current  alone.  Dia- 
metrically opposite  policies  prevailed  in  these 
two  Companies  in  their  attitude  toward 
alternating  current.  The  Edison,  with  its 
three-wire  system  of  distribution  for  lighting, 
took  the  position  that  such  a  system  was  the 
best  possible.  Moreover,  this  Comjiany 
opposed  the  use  of  the  alternating  current  on 


the  ground  of  the  danger  to  life  and  limb. 
In  the  early  days  it  was  a  sort  of  superstition 
that  alternating  current  was  far  more  danger- 
ous at  any  given  voltage  than  direct  current. 
The  adoption  of  alternating  current  by  some 
of  the  states  for  inflicting  capital  punishment 
added  greatly  to  the  pop- 
ular prejudice  against  it. 
It  is  hard  for  us  to  realize 
at  the  present  time  how 
deep  seated  was  that 
prejudice.  This  com- 
mercial warfare  con- 
tinued for  some  time 
after  the  inventions  of 
Prof.  Thomson  had  made 
the  alternating-current 
low  tension  perfectly 
safe  from  the  possibility 
of  contact  with  the  high 
tension  of  the  primary 
distribution. 

The  first  alternators 
sold  by  the  Thomson- 
Houston  Company  and 
installed  for  furnishing  lights  to  customers 
were  built  early  in  1SS7.  Two  of  them 
were  tested  and  shipped  in  May  of  that 
year;  one  to  the  Lynn  Electric  Light  Com- 
pany,   and     the    other    to    Xow     Rcchelle, 


Fig.  7.      Vibrnting  Lamp  Used  in  1879 

X.  V.  The  latter  was  first  in  ojicration, 
having  been  started  up  by  one  of  the  engi- 
neers from  the  factory.  Mr.  A.  L.  Rohrer. 
The  only  photograph  we  have  of  it  (Fig. 
10)  was  taken  by  Mr.  Rohrer:  there  was 
no  Photographic  Department  in  those  days. 


EARLY  DAYS  IN  ALTERNATOR  DESKiN 


83 


Fig.  8. 


First  Alternator  Built  by  Elihu  Thomson 
in  1885 


Fig.  9.      Transformer  Used  to  Light  Factory 
at  Lynn  in  1886 


The  picture  was  taken  in  the  basement  of 
Factory  B  of  the  old  Thomson-Houston 
Works,  West  Lynn.  The  alternator  stands 
on  a  hand-truck  at  the  left.  It  was  of  the 
"revolving  armature"  type,  was  single-phase 


of  about  900  volts,  had  0  poles  occupying 
a  horizontal  position,  and  ran  at  a  speed  of 
1250  r.p.m.  It  was  self-excited,  the  excitation 
being  furnished  by  a  separate  winding  con- 
nected to  a  six-part  commutator  on  the  same 


Fig.  10.      View  in  Basement,  Factory  B.  Thomson-Houston  Works.  Lynn,  in  May.  1887. 
showing  the  First  Alternator  Built  for  a  Customer 


84       February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


shaft.  Its  capacity  was  200  16-c-p.  lamps 
and  it  was  named  the  "  A2."  Several  of  them 
were  built  and  sold. 

A  larger  alternator,  the  "  A4,"  with  capacity 
for  400  16-c-p.  lamps,  was  the  next  pro- 
duction of  the  Thomson-Houston  Company. 

co/e. 


Fig     11.      Compensating   Coil   of  the  A6B   Alternator  of 

Thomson-Houston  Co.      Four-wire  Distribution  at 

330  Volts  Without  Stepdown  Transformers 

This  alternator  had  radial  poles,  eight  in 
number,  and  ran  at  1500  r.p.m.  The  next 
in  order  was  a  10-pole,  1500-r.p.m.  machine, 
known  as  the  "A6"  and  capable  of  lighting 
600  lamps.  There  was  a  modification  of  this 
alternator  known  as  the  "A6B,"  or  the 
"Compensated."  The  term  "compensated" 
in  this  case  did  not  have  the  significance  of 
maintaining  constant  potential  for  changes 
in  load,  but  obtained  its  significance  from  the 
feature  of  distribiition.  The  system  of  distribu- 
tion was  a  four-wire  circuit  with  lamps  con- 
nected three  in  series  between  the  several 
distributing  wires,  thus  minimizing  the  drop 
of  potential  on  the  intermediate  wires.  Inas- 
much as  110-volt  lamps  were  used,  the  alter- 
nator was  wound  for  .'5;5()  volts  as  shown  in 
Fig.  11. 

A  larger  alternator  of  the  same  periodicity 
as  the  "A6,"  viz.,  125  cycles,  was  soon 
developed  and  was  known  as  the  "A12,"  or 
"1200  lighter." 

The  next  development  consisted  of  a  line  of 
machines  with  rectifying  commutators,  but  of 
the  same  general  type  and  construction,  in  the 
naming  of  which  a  different  significance  was 
given  to  the  numeral.  These  were  the  "  AlS," 
"A35,"  "A70"  and  "Al(i5,"  in  which  the 
numeral  signified  the  kilowatts.     About  1N!)1 


this  line  was  changed  from  smooth-core 
armatures  to  toothed  armatures.  Modifi- 
cations were  made  in  the  shaft  and  bearings, 
thereby  increasing  the  ratings  to  "A25," 
"A50,"  "AlOO"  and  "A240,"  respectively. 
These  machines  were  still  bought  with 
reference  to  the  number  of  lamps  that  could 
be  carried;  the  "A25"  for  500  lamps;  the 
"A50,"  1000  lamps,  etc.  When  it  was 
definitely  settled  that  a  16-c-p.  carbon-fila- 
ment incandescent  lamp  required  over  50 
watts  and  that  there  were  transformer  and 
line  losses  to  be  allocated  to  the  lamps,  the 
ratings  of  the  alternators  were  raised  20  per 
cent;  hence  the  line  became  "A30,"  "AGO," 
•■A120"  and  "A300." 

The  first  three  sizes  were  in  great  demand 
and  gave  good  satisfaction.  They  had  two 
windings  on  the  fields;  one  excited  from  an 
outside  source  and  the  other,  or  the  composite 
field  winding,  excited  from  the  rectifying 
commutator,  a  two-part  affair  standing  at 
the  middle  point  of  the  armature  winding. 
Fig.  12  is  a  photograph  of  one  of  these  alter- 
nators. 


Fig    12.      A.35  Alternator  of  Thomson-Houston  Co 

During  the  years  1SS7  antl  is.ss  Prof. 
Thomson  built  the  first  experimental  induc- 
tion motors,  including  a  single-jihasc  motor 
having  a  commutator.  The  first  induction 
motors  built  b\-  the  Company,  with  reference 
to  conuncrcial  use,  were  brought  to  test  early 


EARLY  DAYS  IN  ALTERNATOR  DESIGN 


85 


in  1S92.  As  a  result  of  the  tests  it  was 
decided  to  proceed  with  the  development  of 
motors  of  two  or  three  sizes.  The  necessity 
then  sprang  up  for  polyphase  generators,  or 
some  system  of  operating  polyphase  motors 
from  single-phase  circuits.  The  monocyclic 
generator  was  conceived  by  Mr.  Charles  P. 
Steinmctz,  as  something  that  would  supply 
the  want. 

Monocyclic  Generator 

The  monocyclic  generator  in  its  conception 
was  a  dynamo  from  which  could  be  obtained 
single-flow  energy  and  polyphase  potentials. 
Fig.  1-t  is  a  cut  of  one  of  the  commercial 
machines  as  built  during  the  '90s,  with 
diagrams  of  the  armature  and  field  windings 


Fig    14.      A  Standard  Revolving  Armature 
Monocyclic  Generator 


shown  in  Figs.  15  and  1(3.  All  of  the  earlier 
types  and  sizes,  either  belted  or  direct  con- 
nected, had  revolving  armatures  with  rectify- 
ing commutators  and  compounding  windings 
on  the  fields.  It  is  interesting  to  note  that  the 
first  field  coils  of  copper  strip  wound  on  edge 
were  made  for  one  of  these  monocyclic  re- 
volving armature  generators  that  had  SO 
poles  and  was  driven  by  a  Corliss  engine  at 
90  r.p.m. 

Many  revolving  field  monocyclic  generators 
were  designed  and  built  in  the  years  1897  to 
1900,  in  both  belt-driven  and  direct-connected 
units.  At  least  ten  or  twelve  sizes,  ranging 
from  50-kw.  at  300  r.p.m.  to  1500-kw.  at  90 
r.p.m.,  were  developed  for  direct  connection 
to  steam  engines.  These  generators  were 
entirely  separately  excited. 


Polyphase  Generators 

The  demand  for  generators  for  power  pur- 
poses increased  so  rapidly  during  the  period 
1894  to  1900  that  numerous  three-phase  and 


Diagram  of  Armature  Connections  of  Revolving 
Armature  Monocyclic  Generator 


St-at-ionao'  Shunt. 
Or  Compounding  Rheostat 

^-Collecrt-OT-  PJir-igs 


Connmut_al,or 
Fig.  16.      Field  Windings  of  Monocyclic  Generator 

two-phase  generators  and  motors  were  devel- 
oped. As  a  result,  lighting  circuits  were  run 
more  and  more  from  polyphase  circuits. 
At  the  same  time,  the  rating  that  could  be 


86       February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


given  to  a  machine  was  much  higher  if  it  were 
polyphase  than  monocyclic.  As  a  conse- 
quence, the  manufacture  of  monocyclic 
machines  was  eventuallv  abandoned. 


Or  Compounding  Rheostat 
43  5  261 


Fig.  17.      Connections  of  Three-phase.  Revolving 
Armature  Compound  Generator 

During  this  same  period  it  became  apparent 
that  revolving-field  alternating-current 
machines  had  decided  advantages  over  those 


of  the  revolving  armature  type,  as  higher 
voltages  were  possible  and  also  greater  capac- 
ity. The  characteristics  of  these  machines 
in  the  matter  of  inherent  voltage  regulation 
were  of  great  importance.  Generators  were 
being  used  for  both  power  and  lighting  pur- 
poses. Power  applications  were  chiefly 
through  induction  m_otors;  consequently,  the 
power-factor  of  the  generator  was  too  low  to 
permit  of  m.aintaining  a  steady  potential  on 
lighting  circuits,  no  matter  how  alert  was  the 
operator  at  the  switchboard.  The  customer's 
specifications  regularly  called  for  6  or  S  per 
cent  inherent  regulation.  By  this  was  meant 
that  if  full  non-inductive  load  were  thrown  off 
the  generator,  the  potential  on  open-circuit 
would  not  be  m.orc  than  6  or  S  per  cent 
greater  than  under  load.  The  situation  was 
relieved  by  the  development  of  field  regulators 
that  controlled  the  excitation,  m.aintaining 
constant  voltage  by  regulating  the  field  of  the 
exciter. 

Compensated  Polyphase  Generators 

Nearly  all  the  first  revolving-armature 
three-phase  generators  had  two  field  wind- 
ings, one  excited  from  an  external  source, 
usually  a  small  direct-current  generator 
driven  by  belt  from  a  pulley  on  the  shaft  of  the 
alternator.  The  other  field  winding  received 
its  excitation  from  a  rectifying  commutator, 
the  excitation  varying  directly  as  the  current 
output.  The  connections  arc  shown  in  Fig.  17. 
The  commutator  was  a  three-part  affair, 
consisting  of  three  castings  each  having  one 
segment  for  every  pair  of  poles.  The  com- 
mutator was  located  mechanicallv   immcdi- 


Fig.  18.      Three-phase,  Revolving  Field  Compensated  Generator  with 
Exciter  Mounted  in  End  Shield  of  Stator 


EARLY  DAYS  IN  ALTERNATOR  DESIGN 


87 


atcly  adjacent  to  the  three  collector  rings  on 
the  shaft  inside  the  bearing.  It  was  located 
electrically  in  the  "Y"  of  the  winding,  the 
continuity  of  the  winding  being  established 
outside,  or  through  the  field  coils  and  the 
stationary  shunt.  There  was  also  a  closed 
connection  between  the  inner  ends  of  the 
three  windings  through  the  rotating  shunt, 
which  was  located  mechanically  inside  the 
armature  spider.  This  shunt  had  non-induc- 
tive windings  as  it  carried  alternating  current, 
a  small  percentage  of  the  total  current. 

Compensated  Generators 

For  the  purpose  of  compensating  for  volt- 
age drop,  due  to  load,  in  revolving  field 
generators,  exciters  were  developed  with  taps 


with  geared  exciters,  as  shown  in  P"'ig.  19. 
The  connections  shown  in  Fig.  20  are  very 
complicated.  This  fact,  together  with  the 
skill  required  in  properly  adjusting  the  posi- 
tion of  the  magnet  frame  of  the  exciter,  fre- 
quently resulted  in  dissatisfaction.  These 
generators  operated  well,  provided  the  at- 
tendants were  well  informed  and  careful 
in  handling  the  machines.  The  application 
of  this  method  of  compensating  for  po- 
tential drop  was  applied  to  single-phase 
and  two-phase  as  well  as  three-phase  gen- 
erators. 

Turbo-generators 

The   first  work    in    steam    turbine    driven 
generators  was  done  in   1S9G,   several  years 


Fig.  19.      Three-phase  Compensated  Generator  with  Geared  Exciter 


brought  out  from  equidistant  points  in  the 
armature  winding  to  collector  rings,  similar 
to  those  in  synchronous  converters.  The 
voltage  generated  by  the  exciter  was  varied 
in  accordance  with  the  load  by  use  of  series 
transformers  feeding  into  the  windings  of  the 
exciter  through  its  collector  rings.  The 
compensation  for  different  power-factors  was 
regulated  by  adjusting  the  mechanical  posi- 
tion of  the  exciter,  and  the  amount  of  com- 
pounding for  any  given  power-factor  by  nieans 
of  taps  on  the  series  transformer.  Fig.  IS  shows 
one  of  the  belt-driven  three-phase  generators 
of  which  a  complete  line  was  developed  and 
built  for  a  period  of  several  years. 

There  was  also  developed  a  line  of  low- 
speed    engine-driven    three-phase    generators 


before    the   original    500-kw.    Curtis   turbine 
unit  was  developed. 

The  turbo-generator  built  in  1S96  was  a 
single-phase  50-cycle  500-kw.  2500-volt  3000- 
r.p.m.  horizontal  inductor-type  alternator. 
It  had  a  single  armature  with  totally  enclosed 
slots  and  armature  coils  of  the  pancake  type 
grouped  and  connected  up  to  make  four  poles, 
as  shown  in  Fig.  21.  Excitation  coils  were 
mounted  on  both  ends  of  the  armature  or 
stator.  The  magnetic  circuits  closed  through 
shells  at  the  two  ends  into  the  shaft  and 
thence  back  into  the  rotor  proper,  which  had 
two  polar  projections  diametrically  opposite, 
as  shown  in  Fig.  22.  This  generator  was 
brought  to  test  in  October,  1896,  and  pro- 
claimed its  periodicity  by  emitting  acoustic 


88       February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol,  XXIII,  Xo.  2 


waves  of  great  intensity  that  illustrated  in  a 
startling  manner  the  nodes  and  antinodes  of 
the  text  books.  With  injunctions  staring  us 
in  the  face,  we  made  haste  to  change  the  body 
of  the  rotor  into  cylindrical  shape  by  the 
addition  of  brass  filling  pieces  so  shaped  as  to 
produce  a  true  cylinder.  It  was  gratifying 
to  have  the  electrical  tests  prove  satisfactory'. 
The  first  commercial  Curtis  turbine  unit 
was  designed,  built,  and  tested  in  1901.  It 
was  installed  and  operated  for  several  years  in 
the  Power  House  of  the  Schenectady  Works. 
The  generator  was  a  three-phase  40-cycle  500- 
kw.  1200-r.p.m.  horizontal-shaft  machine  with 
a   salient-pole   rotor.     A    1500-kw.    60-cycle 


type  of  rotor  was  designed  in  order  to  have 
form-wound  field  coils  that  could  be  easily 
assembled  or  replaced,  and  with  the  expecta- 
tion that  the  cost  would  be  less  than  for  the 
radial-slot  type  where  the  coils  had  to  be 
assembled  turn  by  ttun  with  much  of  the 
insulation  applied  in  place.  It  was  soon  found 
that  machines  with  such  rotors  could  not  be 
rated  as  high  as  those  of  the  same  diameter 
with  radial  slots  of  the  increased  number 
possible  and,  furthermore,  the  potential  wave 
was  inferior.  Hence,  the  cylindrical  rotor 
with  radial  slots,  as  built  today,  soon  super- 
seded in  all  designs  the  parallel-slot  type  of 
rotor. 


Collector  Rin^S^  B     ♦ 
Commut.at.or 


Exciter  Armature       ^evolv.n^  Field 

Corinection  Board  -^ 
ITlain  Terminals 


Fig.  20.      Connections  of  Three-phase,  Revolving  Field  Compensated  Generator 


horizontal-shaft  generator  of  the  same  type 
was  next  developed.  Then  followed  vertical 
units,  the  first  of  them  with  salient  pole  rotors, 
which  were  eventuallv  built  in  sizes  up  to 
7500  kw. 

Cylindrical  rotors  with  distributed  field 
windings  were  first  designed  in  1903  and  1904. 

The  two-pole  machines  had  radial  slots; 
the  first  of  the  four  and  six-pole  rotors 
were  made  with  two  field  coils  per  pole 
assembled  in  parallel  slots.  This  construction 
resulted  in  the  inner  of  the  two  coils  having  a 
greater  depth  and,  consequently,  a  greater 
number  of  turns  than  the  outer  coil,  since  the 
two  coils  bottomed  on  a  chordal  lino.     This 


Periodicity 

Neither  voltage  nor  periodicity  was 
seriously  considered  in  the  earliest  days;  in 
fact,  there  were  no  instruments  for  measuring 
voltage  when  the  first  experimental  alter- 
nators were  built.  Even  at  the  time  the  first 
commercial  machines  were  brought  to  test, 
the  potential  was  measured  by  the  incandes- 
cent lamp  and  not  by  a  meter. 

It  probably  was  a  matter  of  chance  that  a 
periodicity  of  125  cycles  was  established  for 
the  first  line  of  alternators  built  by  the 
Thomson-Houston  Electric  Company.  The 
first  alternators  shipped  freim  the  Works  were 
6-pole     125l)-r.p.m.    machines — hence.    (')2',> 


EARLY  DAYS  IN  ALTERNATOR  DESIGN 


S9 


cycles.  From  design  considerations,  the 
number  of  poles  was  increased  to  eight  and  the 
speed  to  1500  on  next  larger  size — hence,  100 
cycles — then  to  ten  poles  at  same  speed  for 
still  larger  sizes — hence,  125  cycles.  This 
periodicity  gave  way  to  lower  periodicities 
when  other  use  than  lighting  became  general 
for  alternators,  and  when  it  became  desirable 
to  direct  connect  alternators  to  prime  movers. 
It  is  interesting  to  note  that  the  first  com- 
mercial induction  motors  were  50-cvcle 
machines,  this  periodicity  having  been  decided 
upon  as  a  good  one  after  the  first  tests.  The 
polyphase  machines,  both  generators  and 
motors,  that  were  first  installed,  viz.,  those 
in  Southern  California  and  in  the  state  of 
New  Hampshire,  were  50-cycle  machines. 
However,  other  manufacturers  were  develop- 
ing 60-cycle  machines  and  that  soon  became 
the  prevailing  frequency  except  for  railway 
work,  involving  rotary  converters,  where  25  or 
30  cycles  had  been  decided  upon  as  proper 
periodicity. 

The  advantage  to  be  gained  by  using  a 
smaller  number  of  poles  than  that  required 
for  60  cycles  in  connection  with  certain  engine- 
driven  units,  in  sizes  from  500  to  1000  kw.  at 
speeds  of  100  and  120  r.p.m.,  led  to  the  decis- 
ion to  use  40  poles  for  120  r.p.m.  and  4S  for  100- 


Fig-  21,    Armature  of  SOcycle.  Single-phase,  SOO-kw.,  3000-r.p.m. 
Turbo-generator  Built  in  1896 

r.p.m.  This  started  the  use  of  40  cycles. 
One  of  these  installations  was  in  a  cotton  mill 
in  New  England.  Induction  motors  for  this 
periodicity  were  developed  at  the  same  time. 
Other  mill  owners  became  interested  and 
some  of  them  ordered  duplicate  equipments, 


etc.  In  a  short  time  40  cxxles  had  become 
quite  strongly  entrenched  in  certain  local- 
ities. It  was  at  one  time  thought  b}'  many 
interested  parties  that  40  cycles  would  prove 
the  prevailing  periodicity,  as  it  would  prove 
satisfactorv    for   both    arc   and   incandescent 


Fig.  22.      Rotor  of  500-kw.,  3000-r.p.m.  Turbogenerator 
in  Balancing  Device 

lamps  and  at  the  same  time  would  be  suitable 
for  synchronous  converters,  for  which  GO 
cycles  then  appeared  to  be  almost  impossible. 

Near  Periodicities 

Many  installations  in  different  parts  of 
the  country  were  made  of  periodicities  that 
were  not  exactly  those  for  which  machines  in 
general  were  being  built.  Some  conspicuous 
cases  of  this  kind  were  the  following; 

Hydraulic  development  near  Portland, 
Ore.,  about  1S92,  was  undertaken  for  200- 
r.p.m.  vertical-shaft  waterwheels.  Twenty- 
pole  generators  were  decided  upon  as  giving 
a  good  design  for  the  capacity  of  the  water- 


90       Febraarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


wheel  that  was  contemplated.  This  gave  a 
periodicity  of  33j^  cycles.  As  a  consequence, 
one  of  the  two  large  sj^stems  of  the  Portland 
Railway,  Light  &  Power  Company  grew  up 
at  33  cycles. 

Two  or  three  years  later,  due  also  to  the 
speed  of  the  waterw'heel,  a  frequency  of  34^ 
cycles  was  started  at  St.  Anthony  Falls. 
Minneapolis.  As  a  result,  the  Twin  City 
Rapid  Transit  Com.panj^  has  a  large  amount 
of  35-cycle  apparatus. 

The  speed  of  the  waterwheel  installed  at 
Chambly  Falls,  Quebec,  gave  to  the  Stanley 
inductor  two-phase  generator  a  periodicity 
of  66^3  cycles.  A  little  later,  the  speed  of 
175  r.p.m.  of  the  waterwheels  installed  at 
Lachine  Rapids  gave  a  periodicity  of  5SJ^3 
cycles. 

Frequency  changers  have  been  responsible 
in  certain  places  for  periodicities  not  exactly 
those  considered  standard.  To  change  from 
exact  25  to  60  cycles  in  a  frequency  changer 
restricts  the  speed  to  300  r.p.m.,  conse- 
quently, the  costs  in  small  sets  are  ver\'  high. 
Numerous  frequency  changers  have  been 
built  with  4  and  10  poles,  respectively,  instead 
of  10  and  24,  resulting  in  a  periodicity  of 
62  3^  cj'cles  when  connected  to  25-cycle 
systems,  or  of  24  cycles  when  connected  to 
60-cycle  systems.  There  have  also  been 
developed  frequency  changers  with  6  and  14 
poles,  giving  5SJ^  cycles  when  driven  from 
25-cycle  systems. 

In  this  connection  it  is  interesting  to  note 
how  admirably  adapted  to  frequency  changing 
is  300  r.p.m.  This  speed  gives  exactlv  correct 
changes  from  25  to  60,  25  to  50,  25  to  40,  25  to 


35,  25  to  30.  40  to  60,  40  to  50,  or  50  to  GO 
cycles. 

Engine-driven  Units 

During  the  years  1S90  to  1902.  inclusive, 
there  was  great  activity  in  developing  engine- 
driven  generators;  the  size  of  the  units 
increased  by  leaps  and  bounds.  It  became 
popular  toward  the  end  of  that  period  to  build 
the  flywheel  type.  Considerable  mechanical 
ingenuity  was  brought  into  play  in  designing 
some  flywheels  with  rotor  rims  of  laminations 
or  riveted  plates  and  others  with  steel  castings 
in  sections  bound  together  by  links,  the  entire 
rim  mounted  on  a  cast-iron  spider.  Stators 
usually  were  designed  to  have  sufficient 
strength  and  rigidit>"  to  hold  the  airgap  within 
allowable  limits.  Other  stators  were  of  the 
trussed  type.  These  generators  were  made  in 
sizes  up  to  5000  kw.,  5C  per  cent  overload — 
7500  kw.  maximum — at  75  r.p.m.,  the  overall 
diameter  of  such  a  generator  being  of  the 
magnitude  of  33  feet. 

The  scope  of  this  article  does  not  permit 
of  any  discussion  of  the  problems  that  arose 
in  connection  with  the  production  of  suitable 
magnetic  steels  for  cores,  the  insulating 
of  the  sheets,  and  the  mechanical  construction 
of  armature  and  field  cores;  nor  of  the  prob- 
lems encountered  in  the  development  of  suit- 
able insulations  for  windings  of  low  and  high 
voltages,  proper  mechanical  protection  and 
supports  for  the  windings,  etc. 

The  author  has  confined  himself  to  the 
consideration  of  the  part  jilayed  by  the 
General  Electric  Company  in  the  iiroductinn 
of  alternators. 


91 


Investigation  of  Water-air  Radiators  for  Cooling 
Generators  and  Motors 

By  H.  G.  Reist 
Alternating-current  Engineering  Department,  General  Electric  Company 

and 

E.  H.  Freiburghouse 

Turbo-alternator  Engineering  Department,  General  Electric  Company 

The  satisfactory  solution  to  the  problem  of  ventilating  large  capacity  electrical  units  in  land  stations,  by 
means  of  ducts,  air  washers,  etc.,  is  not  as  readily  applicable  to  the  cooling  of  electrical  apparatus  where 
extreme  compactness  is  essential — -as  for  instance  in  the  propelling  machinery  of  a  ship.  The  use  of  the  custom- 
arily large  ventilating  air  ducts  would  tend  to  offset  one  of  the  great  advantages  of  electric  marine  drive; 
viz.,  the  enlargement  of  the  cargo  carrying  space.  The  following  article  reviews  an  investigation  made  to  over- 
come the  difficulty  by  applying  a  closed  system  of  air  ventilation  with  water-air  radiators  for  removing  the 
heat  from  the  circulating  system. — Editor. 

Special  Conditions  of  Ventilation 

'NDER  favorable 


U" 


conditions  the 
common  arrangement 
of  ducts  and  air  wash- 
ers, which  permits  of 
a  complete  control  of 
the  ventilation  for 
turbo-alternators  and 
stations,  is  believed 
to  be  best.  However, 
cases  sometimes  exist 
where  it  is  very  de- 
sirable to  eliminate 
the  numerous  long  air 
ducts  of  large  cross- 
section.  This  is  especially  apparent  in  the 
case  of  electrically  driven  vessels  where  lack 
of  space  and  other  reasons  make  ducts  objec- 
tionable. In  order  to  meet  such  special  con- 
ditions, it  is  essential  that  a  closed  system 

*See  "Steam  Turbine  Generator  Ventilation,"  by  G.  Monson, 
page  99  in  this  issue. 


H.  G.  Reist 


be  employed  for  the 
circulation  of  the  cool- 
ing air.* 

Heat  of  Losses  Must  be 
Removed  from  the  Air 

For  seagoing  ves- 
sels, a  closed  system 
of  ventilation  is  de- 
sirable. However, 
with  such  a  system  it 
becomes  necessary  to 
cool  the  circulating 
air  through  the  same 
range  of  temperature 


E.   H.   Freiburghouse 


Fig.  1.      Photograph  of  Truck  Radiator  Fitted  with 

Special  Header  Tank  for  Test  Purposes. 

For  dimensions  see  Table  I 


Fig.  2.     One  of  the  Radiator  Sections  in  the  Air  Tunnel 

Sxirrounded  by  Baffles.      Baffles  at  front 

and  sides  of  section  not  seen 


92       Februarv,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  2 


Fig.  3.      Side  View  of  Air  Tunnel  and  Water  Piping  of  the  Radiators 


that  it  is  raised  in  passing  through  the  gen- 
erator or  motor  it  cools. 

The  quantity  of  air  which  passes  through 
a  turbo-alternator  is  so  related  to  the  electri- 
cal and  windage  losses  of  the  machine  that 
the  rise  in  temperature  of  the  cooling  air,  or 
the  range  through  which  it  must  be  cooled  if 
used  again,  is  approximately  20  deg.  C.  As- 
suming the  standard  temperature  of  the  in- 
going air  to  be  40  deg.  C,  as  estabHshed  bv 
the  Rules'  Committee  of  the  A.I.E.E.,  the 
temperature  of  the  air  which  leaves  the  gener- 
ator is  60  deg.  C,  and  50  deg.  C.  is  the  mean 
of  the  ingoing  and  outgoing  air  of  any  cooling 
device  in  the  ventilating  circuit. 

Cooling  Methods 

The  apparatus  used  for  the  removal  of  heat 
from  the  air  will  depend  somewhat  upon  the 


character  of  the  cooling  water.  L'nder  most 
conditions,  however,  with  a  plentiful  supply  of 
fresh  water,  the  air  can  readily  be  cooled  by 
the  use  of  the  spra>"  form  of  air  washer  now  so 
generally  emplo>-cd  for  the  cleaning  and  cooling 
of  air.  The  cooling  water  in  this  case  is  discarded 
or,  if  necessan.- ,  recooled  and  used  again .  As  the 
spray  washer  is  an  apparatus  in  which  the  air 
comes  in  contact  with  finely  di\'ided  water  par- 
ticles, formed  by  spray  nozzles,  the  character 
of  the  water  supplied  will  determine  whether 
an  air  washer  would  be  applicable. 

On  ocean  vessels,  sea  water  is  the  only  avail- 
able heat  conveyor  from  the  cooling  device  of  a 
closed  system  of  ventilation.  It  is  quite  doubt- 
ful whether  it  is  safe  to  have  the  cooling  air  pass 
continually  through  a  si)ray  of  salt  water,  on 
account  of  the  liability  of  small  quantities  of 
salt  being  carried  into  the  windings. 


Fig.  4.      End  View  of  the  Air  Tunnel  and  D-sch^ir^c  Diu't 


INVESTIGATION  OF  WATER-AIR  RADIATORS 


93 


In  such  cases  two  courses  are  open:  either  Tests  of  Radiators 
to  recirculate  a  relatively  small  quantity  of  The  tests  conducted  upon  this  small 
fresh  water  through  the  air  washer  and  cool  radiator  having  one  quarter  inch  tubes  con- 
this  water  outside  of  the  washer  through  the  firmed  the  opinion  that  the  scheme  was 
intermediation  of  a  cooler,  or  to  install  some  feasible;  in  fact,  they  indicated  results  better 
form  of  radiator  in  the  ventilating  air  circuit  than  were  expected.  The  reduction  in  the 
and  use  salt  water  directly  in  the  radiator  diameter  of  radiator  tubes  has  a  double 
tubes.  This  latter  scheme  was  considered  by  effect  in  accelerating  the  transmission  of 
one  of  the  writers  nearly  one  year  ago  as  a  heat,  since  it  not  only  reduces  the  travel  of 
feasible  solution  of  a  ventilating  problem  the  water  particles  between  successive  con- 
where  it  was  very  difficult  to  provide  external  tacts  with  the  tube  wall,  but  also  increases  the 
ducts  of  sufficient  size,  and  where  an  air  area  of  contact  surface  of  a  unit  weight  of  the 
washer  was  impossible  because  of  the  char-  water.  Although  it  is  beneficial  to  use  tubing 
acter  of  the  cooling  water.  An  investigation  of  small  diameter  for  these  reasons,  it  was 
was  started  which  led  to  tests  from  which  the  nevertheless  considered  advisable  to  use 
results  given  in  this  paper  were  obtained.  tubing    of   larger   diameter   than    one  fourth 

The  function  of  the  automobile  radiator  is  inch  in  order  to  reduce  the  liability  of  clogging, 

to  cool  the  circulating  water  and  to  heat  the  This  justified  a  more  extensive  series  of  tests 

air  passing  through  the  radiator  core  or,  in  which  were  made  upon  radiators  having  tubes 

other  words,  to  transfer  heat  from  the  water  of  greater  diameter  and  fins  of  different  design. 

TABLE  I 

Tanks  were  constructed  of  No.  18  B.&S.  copper. 
Shaped  4j|  by  3  by  23  J-^j  inches. 

Core  had  six  rows  of  29  tubes 174  tubes 

Diameter  of  tube  (outer) 0.375  in. 

Diameter  of  tube  (inner) 0.339  in. 

Length  of  tube 23iJ  in. 

Length  of  tubing  per  section 246  ft. 

Fins  outside 0.75  by  0.75  by  0.007in. 

Spacing  of  fins 0.165  in.  pitch 

Spacing  of  tubes  front  and  back 0.8125  in. 

External  surface  of  tube  per  linear  foot 13.55  sq.  in. 

Surface  of  fins  (total  per  linear  foot  of  tubing) 67.3  sq.  in. 

Total  cooling  surface  per  linear  foot  of  tubing 80.85  sq.  in. 

Equal  to 0.5615  sq.  ft. 

Free  air  section  (between  tubes  and  fins)  of  frontal  area 2.02  sq.  ft. 

Frontal  area  of  core 3.90  sq.  ft. 

Weight  of  core  empty  per  cubic  foot 37  lb. 

Weight  of  core  plus  water  per  cubic  feet 45.9  lb. 

to  the  air.     For  the  purpose  under  consider-  These    tests    were    made    to    determine    the 

ation,    this   heat   transfer   process   would   be  relative    dimensions    of    radiators,    the    heat 

reversed  since  the  heat  is  to  be  transferred  transfer  as  functions  of  the  speed  of  the  air 

from  the  cooling  air  of  the  generator  to  the  and  the  water,  the  amount  of  cooling  surface 

water  in  the  tubes.  for  a  given  duty,  and  the  resistance  of  the 

radiator  to  the  flow  of  the  air  and  the  water. 

Selection  of  the  Radiator  Since  the  frontal  area  of  a  radiator  within 

In  those  fields  of  service  where  radiators  a    restricted   space   would   be   limited,    thus 

are  given  hard  usage,  the  fin-and-tube  type  determining  the  minimum  speed  of  the  air 

seems  to  be  almost  universally  used.      Clog-  through  the   core,   it  was  realized  that  the 

ging  of  irregular  water  channels  by  foreign  practical    application    of    radiators    for    this 

matter  is  the  most  common  cause  of  trouble  purpose  greatly  depended  upon  whether  the 

in  radiators.    Obviously,  the  round  tube  offers  air   could   be   forced   through   the   necessary 

the  least  trouble  from  clogging  and,  for  given  depth  of  core  without  prohibitive  pressure, 

weight,  is  of  the  strongest  construction  as  a  Five   large   radiators,    intended   for   truck 

conductor  of  water.  service  and  fitted  with  special  headers,  were 

It    was    for    these    reasons    that    a    small  obtained  through  the  courtesy  of  the  G.  &  O. 

fin-and-tube  type  radiator  was  selected,  and  Manufacturing   Co.,   of  New   Haven,   Conn, 

tests   made   to    determine   the   rate   of   heat  Fig.  1  shows  one  of  these  sections  as  described 

transfer  as  a  function  of  the  rates  of  flow  of  in    Table    I.      The   radiators    were   installed 

water  and  air.  in  an  air  tunnel  in  series  with  the  air  and  water 


94       February,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


flow  as  indicated  by  Figs.  2  and  3.  An  end 
view  of  the  entire  testing  equipment  used  is 
shown  in  Fig.  4. 

Design  of  G.  86  O.  Truck  Radiator 

The  header  tanks  at  each  end  of  the  core 
were  specially  designed  for  test  purposes. 


ft)   0                                                                          M 

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fc     "z-^                  it 

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o         500       /ooo      /soo      ^ooo      asoo     jooo 

Fig.  5.     Impact  Pressure  in  Inches  of  Water  to  Force  Air 

Through  the  Radiators  as  a  Function  of  the  Velocity 

of  the  Air  in  the  Free  Air  Section  of  the  Core 

Curve    I  required  by  five  sections  in  series 
Curve  II  required  by  three  sections  in  series 

A  motor  driven  blower  of  known  speed, 
pressure,  and  volume  characteristics  delivered 
air  through  electrically  heated  grids  to  the 
radiators. 

Air  Flow 

The  air  flow  through  the  radiators  was 
varied  from  0.61  to  1.9  pounds  per  second 
per  square  foot  of  the  frontal  area  of  the  core, 
which  corresponds  to  a  range  in  velocity  of 
930  to  2880  feet  per  minute  through  the 
minimvun  free  air  section  of  the  core. 

The  quantity  or  mass  flow  was  determined 
by  means  of  a  pitot  tube  and  inclined  mano- 
meter, also  by  the  rise  in  temperature  of  the 
air  and  the  electrical  input  as  the  air  passed 
through  the  heating  grid. 


Air  Pressure 

Tests  were  made  to  determine  the  fan 
pressures  required  to  deliver  air  through 
the  five-section  radiator.  Ordinarily  a  radia- 
tor for  sen-ice  could  be  so  designed  that  the 
depth  need  not  exceed  that  equal  to  three  of 
the  sections  tested,  also  the  frontal  area  could 
be  such  as  to  limit  the  air  velocity  through 
the  radiator  core  to  less  than  2000  feet  per 
minute,  which  would  add  a  resistance  in  the 
air  circuit  equal  to  about  2.5  inches  of  water. 

If  the  speed  of  the  fan  and  the  resistance  of 
the  air  circuit  are  fixed,  the  volume  of  the  air 
and  the  air  pressure  developed  by  the  fan  are 
also  fixed.     Moderate  increases  in  the  resist- 


i:i55 




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'tco     aoc     /zoo     /eoo     S'ooo    p*oo    2900    jjoo 

Fig.  6.      Rate  of  Heat  Transmission  as  a  Function  of  the 

Speed  of  Air  Through  the  Free  Air  Section 

of  the  Radiator  Core 

Curve      I.     For  an  approximate  speed  of  water  in  the 

tubins  equal  to  10  ft.  per  minute 
Curve    II.     For  30  ft.  per  minute 
Curve  III.     For  40  ft.  per  minute 
Curve  IV.     For  50  ft.  per  minute 


\ 

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EE      p^:EEE         EEEEEEEE 

a  /6  14-  X  46  -M 

tVATCe  re OtV  //V  OALLOA^S  fCK  All/^t/Tt. 

Fig.  7.     Difference  in  Water  Pressure  in  Pounds  Per  Sq.  In. 
Obtained  on  Four  Sections  of  the  Core  as  a 
Function  of  the  Water  Flow 


INVESTIGATION  01'  WATER-AIR  RADIATORS 


95 


96       Februarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


ance  of  the  fan  circuit  do  not  appreciably 
affect  the  pressure  developed  by  the  fan  as 
only  part  of  the  fan  pressure  is  used  in  passing 
the  air  through  this  additional  resistance.  For 
moderate  changes  in  resistance  the  volume 
of  the  air  may  be  taken  as  proportional  to  the 
square  root  of  the  ratio  of  the  pressure  avail- 
able to  pass  a  given  quantity  of  air  through 
the  generator  alone  under  the  two  conditions. 
For  instance,  consider  a  case  where  a  certain 
machine  has  no  external  duct  and  the  fan 
produces  a  pressure  of  13  inches  of  water 
while  passing  60,000  cubic  feet  of  air  per 
minute  through  the  machine.  Assuming  that 
an  air  duct  and  radiator  are  added  in  which 
the  total  head  lost  is  three  inches,  then  the 


quantity  of  air  under  the  second  condition 
is  closely  given  by 


Q^^ 


13-3 
13 


X  60,000  =  52,700 


cubic  feet  per  minute. 

Since  long  air  ducts  having  numerous  bends 
or  changes  in  cross-section  are  eliminated  by 
the  use  of  the  radiator  and  short  ducts,  it 
will  be  possible  in  many  cases  to  obtain  the 
necessarj'  quantity  of  air  without  the  use  of 
external  blowers. 

The  relation  of  air  pressure  to  air  velocity 
through  the  radiator  cores  is  indicated  by  Fig.  5. 

Beyond  a  certain  air  velocity  the  loss  in  air 
pressure  required   to  force   the  air  through 


RADIATOR  DESIGN   ESTIMATED   FROM  INFORMATION  SECURED  FROM  THE  TESTS 

(1)  Power  dissipated 000  k\v. 

(2)  Heat  per  minute  dissipated 34,200  B.t.u. 

(3)  Temperature  of  air  into  radiator - 55  deg.  C. 

(4)  Temperature  of  air  out  of  radiator 37  deg.  C. 

(5)  Temperature  of  air  mean 46  deg.  C. 

(6)  Temperature  of  air  drop 1<S  deg.  C. 

(7)  Temperature  of  water  into  radiator 25  deg.  C. 

(8)  Temperature  of  water  out  of  radiator 28  deg.  C. 

(9)  Temperature  of  water  mean 26.5  deg.  C. 

(10)  Temperature  rise  of  water 3  deg.  C. 

(11)  Mean  air  minus  mean  water 19.5  deg.  C. 

(12)  Velocity  of  water  in  tubes 50  ft.  per  min. 

(13)  Velocity  of  air  in  free  air  area  of  core 1200  ft.  per  min. 

Cooling  Surfaces 

(14)  External  surface  of  tube  per  linear  foot 13.55  sq.  in. 

(15)  Surface  of  fins  per  linear  foot  of  tube 67.3  sq.  ft. 

(16)  Total  surface  per  linear  foot  of  tube S0.S5  sq.  in. 

(17)  Total  surface  per  linear  foot  of  tube .5615  sq.  ft. 

(18)  Total  cooling  surface  per  sq.  ft.  of  frontal  area  in  one  layer  of  tubes 8.3  sq.  ft. 

(19)  Total  cooling  surface  required  under  conditions   (12)   and   (13)  is  from  SX 

0.0614=600  kw S=  9770  sq.  ft. 

Estimated  Weights,  Volumes,  and  Surfaces 

(20)  Weight  of  air  required  per  minute  based  upon  (6)  and  (2) 4310  lb.  per  min. 

(21)  Volume  of  air  from    (20) 57,500  cu.  ft.  per  min. 

(22)  Free  air  area  required  from  (20)  and  (13) 47. S  sq.  ft. 

(23)  Weight  of  sea  water  based  upon  (2)  and  (10) 6670  lb.  per  min. 

(24)  Number  of  tubes  required  to  carry  water  based  upon  bore  of  tube  (0.083  sq.  in.) 

also  (12)  and  (23) 3602  tubes 

(25)  Spacing  tubes  0.8125  in.  apart  or 14.75  per  ft. 


(1 
(2 
(3 

(4 

(5: 

(6 
(7 

(8: 

(9 
(10 
(11 
(12 
(13 


TABLE  III 
RADIATOR   DESIGN  FOR   DIFFERENT  CONDITIONS  FROM  THOSE  OF  TABLE   II 

Power  dissipated ; 600  kw. 

Temperature  of  air  ingoing 50  deg.  C. 

Temperature  of  air  outgoing 32  deg.  C. 

Temperature  of  water  ingoing 25  deg.  C. 

Temperature  of  water  outgoing 27  deg.  C. 

Quantity  of  water  at  50  ft.  per  minute 9800  lb.  per  min. 

Width  of  core 19.94  ft. 

Height  of  core 4.82  ft. 

Volume  of  core 117.5  cu.  ft. 

Weight  of  core  empty 4340  lb. 

Weight  of  core  plus  sea  water 5400  lb. 

Velocity  of  air  in  core 1 1,50  ft.  per  min. 

Resistance  to  air  flow  in  inches  of  water 1.0  in. 


I 


INVESTIGATION  OF  WATER-AIR  RADIATORS 


97 


the  radiator  makes  the 
prohibitive. 


gain  in  heat  transfer 


Temperature  of  the  Air 

The  temperatures  of  the  air  were  obtained 
over  the  sections  of  air  flow  at  the  front  and 
back  of  the  heating  grid  and  over  each  of 
the  five  sections  of  the  radiator  by  means  of 
extensive  temperature  coils  and  numerous 
thermometers.  These  furnished  data  for 
determining  the  mean  temperatures  of  the  air 
for  the  various  sections  of  radiator. 

Water  Flow 

The  flow  of  water  through  the  five  sections 
of  the  radiator  in  series  was  varied  from  S.25 
to  40.5  gallons  per  minute,  corresponding  to 
a  range  in  velocity  of  10.1  to  49.6  feet  per 
minute  in  the  tubes.  Entering  at  the  bottom 
of  the  last  or  fifth  section  of  the  core,  the 
water  flowed  upward  in  all  of  the  174  tubes 
of  this  section,  then  alternately  downward 
and  upward  through  the  remaining  sections, 
leaving  the  radiator  from  the  top  header 
tank  of  the  first  section.  The  air  flowed 
through  the  cores  of  the  five  sections  from 
front  to  back,  thus  moving  through  the  core 
in  the  direction  opposite  to  the  progression 
of  the  water. 

In  determining  the  curves  shown  in  Fig.  6, 
it  is  seen  that  the  observed  points  for  the 
higher  flows  do  not  lie  as  regularly  on  the 
curves  as  do  those  for  the  lowest  flow.  The 
curves  were  detennined  from  the  temperature 
rises  of  the  water,  which  were  lower  for  the 
greater  quantities  of  water  and  thus  made  a 
greater  percentage  error  in  the  observed 
temperatures.  Nevertheless,  it  is  shown  that 
for  an  increase  in  the  water  flow  up  to  a 
certain  rate  there  is  obtained  an  increase  in 
the  heat  transfer  for  a  fixed  difference  of  the 


5TEEL  Rc-lNFoecm^ 
STSJP 


Copper  Fins 


^\\\\\\\V.-k^\\V^\\\\^'^ 


^WflTER  OUTLET 

Fig.  10.      Details  of  a  Radiator  Section 

mean  temperatures  of  the  air  and  water,  after 
which  little  benefit  is  secured  by  a  further 
increase  in  the  velocity  of  the  water  in  the 
tubes. 


Fig.  9.      Indicates  the  Ventilation  System  Obtained  with  a  Turbo-alternator  and  a  Radiator  for  Cooling  the  Air 


98       February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


Temperatures  were  obtained  in  the  water 
circuit  on  each  side  of  each  of  the  five  sections 
of  the  core,  which  made  known  the  relative 
utility  of  the  sections  throughout  the  depth 
as  a  function  of  the  air  speed  through  the  core. 
The  cur\'es  shown  in  Fig.  6  were  estimated 
from  data  taken  on  the  first  three  sections  of 
the  core,  since  it  was  realized  that  this  would 
be  the  approximate  depth  in  the  direction  of 
air  flow  on  most  radiators. 

The  five  sections  of  radiators  were  con- 
nected by  L25-inch  water  piping  provided 
with  relief  valves,  pressure  gauges,  and  U- 
tubes.  Probably  most  of  the  drop  in  water 
head  registered  on  four  sections  of  the  radiator 
was  produced  in  the  small  connection  piping. 
The  curve  shown  in  Fig.  7  obeys  the  "square 
law"  approximately,  and  indicates  turbulency 
of  flow. 

Arrangement  of  Radiators  with  Generator 

Figs.  8  and  9  indicate  possible  arrange- 
ments of  radiators  between  the  sections  of  the 
stator  frame,  or  entirely  outside  of  it  with  the 
necessary  inlet  and  discharge  ducts  for  the  air. 
As  indicated  by  these  diagrams,  the  radiator 
would  be  divided  into  a  number  of  sections  or 
units,  thus  facilitating  handling  or  repairing 
a  section  while  the  remainder  of  the  radiator 
was  in  service.  . 

Fig.  10  indicates  an  arrangement  of  the 
tubes  in  a  flexible  tube  sheet,  to  which  is 
secured  the  header  tanks.     The  flexible  tube 


sheet  has  been  found  most  satisfactory'  to 
prevent  leaking  tubes.  Radiators  intended 
for  use  with  sea  water  should  be  constructed 
of  the  metal  which  will  best  resist  the  cor- 
rosive action. 

In  order  to  agree  with  the  \-alues  of  Table  II, 
the  width,  height,  and  ntimber  of  layers  of 
tubes  must  be  found  b}"  trial  or  by  solving 
through  simultaneous  equations  relating  the 
unknowns. 

Using  the  latter  method: 

Let  x  =  width  of  core  in  feet. 
Let  y=  height  of  core  in  feet. 

Letz=number  of  layers  of  tubes  from  front  to 
back  of  core. 
Equations  for: 

Frontal  area 47.8  =0.518  x  y 

Surface 9770  =  8.3  x  y  z 

Number  of  tubes 3602  =  14.75  x  z 

x  =  19.15  ft.  width  permitting  283  tubes. 
y=4.82  ft.  height, 
z  =12.75  layers. 

Anticipating  a  reduction  of  capacity  due 
to  clogging  or  higher  temperatures  of  ingoing 
water,  the  radiator  may  be  constructed  with 
the  front  divided  into  14  sections  each  having 
a  width  of  21  tubes,  while  in  depth  the  core 
ma\-  be  made  in  two  divisons  each  having  a 
depth  of  nine  tubes.  The  frontal  width  will, 
therefore,  be  294  tubes  and  the  depth  will  be 
eighteen  tubes  or  5292  tubes  total  in  core. 

Substituting  back  through  the  above  equa- 
tions and  computations  there  will  be  obtained 
the  approximate  relations  shown  in  Table  III. 


99 


Steam  Turbine  Generator  Ventilation 

By  Geo.  Monson 
Alternating-current  Turbine  Engineering  Department,  General  Electric  Company 

This  article  reviews  the  development  o£  forced  air  ventilation  for  cooling  large  generators.  On  the  early 
machines  salient  poles  were  used  and  these  served  to  draw  in  the  air  and  expel  it  through  the  ducts  in  the 
stator  laminations.  The  next  step  was  to  provide  passages  through  which  air  from  the  outside  of  the  building 
could  be  obtained.  The  accumulation  of  dirt  in  the  windings  led  to  the  introduction  of  air  washers,  which 
while  removing  the  dirt,  at  the  same  time  reduced  the  temperature  of  the  air.  As  the  size  of  generators 
increased,  fans  were  introduced  to  increase  the  circulation  of  air.  Separate  blowers  were  used  in  some  cases, 
but  later  designs  embody  the  ventilating  fans  as  part  of  the  rotor  structure.  The  latest  system  employs 
the  closed  air  circuit  and  conserves  space  by  mounting  the  humifying  equipment  and  air  dryers  under  the 
generator  foundation.  The  advantages  are  the  elimination  of  numerous  station  ventilating  ducts  and 
quantities  of  dirt  that  are  always  drawn  in  when  outside  air  is  employed. — Editor. 

The  principal  departure  was  the  inauguration 
of  the  cylindrical  type  of  rotor  having  two 
or  more  field  coils  per  pole.  The  rotor  con- 
struction varied;  some  had  laminated  disk 
bodies  with  radial  slots  for  receiving  the  field 
coils  and  others  had  parallel  slots. 

In  generators  of  larger  capacities  than 
5000  kw.,  laminated  poles  were  dovetailed 
into  steel  plates  which  were  shrunk  on  fluted 
cast-steel  spiders,  and  these  in  turn  were 
mounted  on  the  shaft. 

At  first,  the  air  M^as  drawn  in  at  both  the 
top  and  the  bottorn  of  the  generator  by  the 
action  of  the  rotor  spider  and  forced  out 
through  the  rotor  and  stator  ducts.  Part  of 
the  ventilating  air  also  passed  through  the  end 
windings  and  then  through  apertures  in  the 
frame  to  the  room.  On  later  machines,  the 
ventilating  apertures  in  the  stator  frames 
were  eliminated,  the  air  being  taken  in  at  the 
top  of  the  generator  and  expelled  to  the  room 
through  openings  in  the  generator  base.  The 
ventilation  for  this  type  of  generator  was  very 
easily  accomplished;  in  fact,  in  many  cases 
more  air  passed  through  the  generator  than 
was  needed  for  good  economy,  hence  baffie 
plates  were  inserted  to  reduce  the  quantity 
of  air  and  thereby  the  windage  losses. 


George  Monson 


Introduction 

IV/TANY  articles 
-^^■*-  ha\'e  been  writ- 
ten on  the  necessity 
of  ventilating  turbine 
generators  to  remove 
the  heat  and  to 
obtain  increased  out- 
put. It  may,  there- 
fore, be  of  interest  to 
review  the  progress 
that  has  taken  place 
in  the  ventilation  fea- 
ture of  these  gener- 
ators. 


Review 

About  twenty  years  ago  the  General  Electric 
Company  entered  the  steam  turbine  business, 
and  decided  upon  vertical  type  units.  One  of 
the  first  commercial  machines  designed  was  a 
two-stage  500-kw.  four-pole  ISOO-r.p.m.  unit. 
The  generator  was  patterned  in  general  after 
the  then  prevailing  waterwheel  and  engine- 
driven  types,  having  salient  pole  construction. 
The  rotor  body,  with  the  field  poles,  was  built 
of  laminations  riveted  together  in  sections 
and  forced  on  the  shaft.  This  rotor  had 
sufficient  blower  action  to  ventilate  the 
generator  in  the  following  manner : 

Air  was  drawn  from  the  room  through  the 
top  and  the  bottom  of  the  generator  into  spaces 
between  the  poles,  and  then  expelled  directly 
into  the  room  through  the  armature  ducts  and 
apertures  cored  in  the  frame  for  that  purpose. 

Several  other  units  of  different  capacities 
were  designed.  Four-pole  generators  with  a 
speed  of  1800  r.p.m.  up  to  14-pole  machines 
at  514  r.p.m.  followed  similar  lines  of  con- 
struction and  ventilation. 

As  the  rotative  speeds  and  capacities 
increased,  the  number  of  generator  poles  was 
correspondingly  reduced  and  changes  in  the 
generator  design  were  made  to  meet  the  new 
requirements    of    stresses,    ventilation,    etc. 


Use  of  Hoods 

It  was  found  that  in  some  stations  the 
heated  generator  air  exhausted  from  the  base 
openings  did  not  mix  freely  with  the  station 
air,  but  instead  moved  up  along  the  stator 
frame  and  returned  to  the  air  inlet  opening  at 
the  top  of  the  generator,  thereby  causing 
undue  heating  in  the  generator.  To  prevent 
this  a  hood  made  either  of  steel  plates  or  cast- 
iron  was  placed  over  the  air  intake  shield. 
This  hood  had  an  opening  which  could  be 
placed  in  any  direction,  e.g.,  could  be  turned 
toward  the  station  windows  which  were  kept 
open  when  the  temperature  inside  the  build- 
ing was  high.  By  this  arrangement  the  air 
intake  was  further  removed  from  the  rising 


100     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII.  Xo.  2 


column  of  heated  air,  and  cooler  air  was 
drawn  into  the  generator.  This  hood  served 
its  purpose  very  well  on  those  machines. 

Innovation  of  External  Ventilating  Ducts 

Up  to  that  time  air  had  been  taken  from 
and  discharged  into  the  engine  room.  The 
power  stations  had  been  originally  laid  out 
and  built  for  a  certain  kilowatt  output  with 
a  given  number  of  units,  but  this  output  was 
soon  outgrown  and  increased  capacities  were 
required.  The  simplest  and  cheapest  scheme 
was  to  replace  existing  units  with  new  units  of 
increased  capacity.  In  some  cases,  due  to  the 
substitution  of  new  units,  the  amount  of 
power  was  several  times  that  originally  con- 
templated. The  increased  quantity  of  heated 
air  from  the  generators  could  not  be  removed 
from  the  engine  room  by  the  old  method. 
Therefore,  in  order  to  keep  the  temperature  of 
the  generator  within  safe  limits,  and  to  secure 
a  more  comfortable  room  temperature,  it 
became  necessary  to  install  ducts  through 
which  cool  air  could  be  drawn  from  outside  the 
station  building  to  the  generator,  and  thence  to 
the  discharge  outlet,  also  located  outside. 

Air  Washers 

It  has  always  been  more  or  less  dangerous 
to  allow  dirt  to  accumulate  on  the  windings, 
since  it  clogs  the  air  passage  and  introduces 
a  heat  insulating  material  on  the  surface 
exposed  to  the  air,  thereby  causing  excessive 
heating.  Yet  it  has  been  difficult  to  prevent 
such  accumulation.  Although  only  a  ver}^ 
small  percentage  of  dirt  carried  by  the 
ventilating  air  may  be  deposited  in  the 
machine,  the  quantity  of  air  passed  through 
the  machine  is  very  large  and  therefore  the 
amount  of  dirt  deposited  is  considerable. 
Some  conception  of  the  magnitude  of  the 
quantities  involved  may  be  had  from  the  fact 
that  a  30,000-kw.  machine  requires  approxi- 
mately 6,000,000  lb.  (81,000,000  cu.  ft.)  of 
ventilating  air  to  pass  through  it  during  20 
hours  of  operation.  The  rapid  deposit  of 
dirt  under  such  conditions  makes  frequent 
cleaning  necessary.  In  order  to  reduce  the 
frequency  of  cleaning,  which  is  a  slow,  expen- 
sive process  requiring  the  dismantling  of  the 
machine,  air  washers  were  installed  in  the 
air  intake  duct.  In  addition  to  removing  a 
large  percentage  of  the  dirt,  these  washers  also 
ser\'e  the  purpose  of  cooling  the  air,  thus 
permitting  higher  generator  output,  especially 
during  hot  weather.  The  problem  was  thus 
partially  solved.  A  complete  solution,  involv- 
ing a  closed  system  of  ventilation,  is  described 
later  in  this  article. 


First  Use  of  Fans 

The  construction  used  in  some  of  the  earlier 
vertical  alternators  caused  air  pockets  to  be 
formed  around  the  top  and  bottom  ends  of 
the  windings,  be\-ond  the  armattire  core. 
These  produced  eddies  which  prevented  the 
proper  flow  of  air.  To  overcome  this  diffi- 
culty a  straight  bladed  fan  was  mounted  on 
the  top  of  the  rotor  for  forcing  part  of  the 
incoming  cool  air  through,  and  also  around 
the  top  end  windings,  thus  overcoming 
the  eddies.  This  fan  directed  the  air  down- 
ward between  the  stator  core  and  frame  to 
the  outlet  apertures  in  the  base.  In  later 
designs  most  of  the  generators  had  fans 
mounted  also  on  the  bottom  part  of  the  rotor. 

Dampers  in  the  Air  Ducts 

It  was  recommended  from  the  start  that 
station  air  ducts  be  introduced,  and  that 
these  be  furnished  with  dampers  for  regulating 
the  quantity  of  air.  Later,  doors  were  made 
in  the  ducts  inside  the  station  so  that  all  the 
air,  or  part  of  it,  could  be  taken  from  the 
room,  or  from  outside  the  building,  whichever 
was  desired.  Similar  dampers  were  placed  in 
the  exhaust  ducts,  and  in  case  of  fire  in  the 
generator  these  dampers  could  be  closed,  thus 
impeding  the  progress  of  the  fire. 

Changing  from  Vertical  to  Horizontal  Units 

The  largest  vertical  steam  turbines  built 
were  20,000-kw.,  750-r.p.m.,  25-cvcle  and 
18,750-kw.  (25,000-kv-a.)  720-r.p.m.^  60-cycle 
units.  With  the  demand  for  further  increased 
kilowatt  capacity  and  rotative  speed,  it  soon 
became  obvious  that  the  limit  was  about 
reached  in  the  design  of  the  vertical  machines. 
It  was  advisable  from  an  engineering  stand- 
point to  change  to  the  horizontal  type  of 
machine.  This  line  of  steam  turbine  gener- 
ator sets  was  started  at  the  Schenectady 
Works  with  the  300-kw.,  4-pole,  1800-r.p.m., 
00-cycle  units  and  continued  to  date  with 
capacities  of  units  up  to  30,000  kw.,  1800 
r.p.m.,  GO  cycles:  3.5,000  kw.,  1500  r.p.m.. 
2.5  cycles;  and  45,000  kw.,  1200  r.p.m.,  m 
cycles. 

The  first  horizontal  sets  up  to  5000  kw., 
1500  and  ISOO  r.p.m.,  had  laminated  cylin- 
drical rotors  with  fluted  shafts  for  blower 
action.  The  ventilating  air  was  taken  from 
the  room  through  openings  in  the  generator 
end  shield,  and  discharged  at  the  top  of  the 
stator  frame  to  the  engine  room.  Later 
machines  were  changed  so  that  the  discharge 
could  be  made  upward  or  downiward  according 
to  preference. 


STEAAI  TURBINE  GENERATOR  VENTILATION 


101 


Latest  Construction  of  Generator 

The  turbine  rotative  speeds  have  now 
reached  a  maximum  of  1.500  r.p.m.  for  35,000 
kw.,  25  cycles;  ISOO  r.p.m.  for  30,000  kw.; 
and  3600  r.p.m.  for  6000  kw.,  GO  cycles. 
The  limit  of  output  capacity  with  respect  to 
speed  is  dependent  upon  the  rotor  stresses 
and  the  relation  of  the  critical  speed  of  vibra- 
tion to  the  normal  speed.  To  make  such 
generators  possible  the  solid  forged  rotor 
construction  was  adopted,  .and  has  proved  sat- 
isfactory. With  this  construction,  the  ventila- 
tion became  a  still  more  difficult  problem. 


small  diameter  and  a  great  axial  length.  With 
the  air  pressure  available,  the  air  gap  in  such 
machines  did  not  afford  adequate  space  for  the 
passage  of  the  large  quantity  of  ventilating  air 
required.  A  new  departure  in  ventilation  was 
therefore  devised. 

Double  bladed  fans  were  provided  on  each 
end  of  the  rotor.  Part  of  the  air  passes  into 
the  air  gap  in  accordance  with  standard 
practice  and  part  flows  through  tubes  arranged 
outside  the  armature  core  leading  to  a 
central  air  pressure  chamber  where  it  passes 
through   a   number   of  armature   core   ducts 


m 
i 


I 


X^TAf^E  fitQi^  c^^vf  >9»(*'r  o^ 


5Cȣtnep  oPci'tO' 


WfTLL. 

o>re^L£     TO 


TO  Bt   CLOItO  IN 

\  cfne  Of  rime 


ofTMpem  , 


Fig.  1.     Diagram  of  the  Ventilation  System  for  Turbo-alternator 


Fans  Mounted  on  the  Rotor 

For  ventilating  some  of  the  first  of  these 
generators  separate  blower  outfits  were  used. 
In  some  cases  blowers  were  mounted  on  the 
end  of  the  rotor  shaft;  but  this  practice  was 
later  abandoned  and  since  that  time  it  has 
been  standard  practice  to  mount  fans  on  each 
end  of  the  rotor  body.  The  fans  force  the  air 
at  both  ends,  around  and  through  the  end 
windings  into  the  air  gap,  and  from  there 
along  the  rotor  body,  and  out  through  the 
armature  ducts  and  frame  as  already  explained. , 

Double  Air  Flow  System 

With  the  ever-increasing  capacity  of  units, 
it  became  necessary  on  account  of  stresses 
to  build  the  larger  machines  with  a  relatively 


radially  inward  toward  the  rotor  and  then 
axially  along  the  air  gap  and  out  through  the 
armature  ducts,  in  the  usual  manner.  By 
this  arrangement  it  was  possible  to  introduce 
air  into  the  gap  at  four  places  and  thereby 
force  the  necessary  amount  of  air  through 
the  generator. 

Exhausted  Generator  Air  for  Use  Under  Boilers 

It  seemed  logical  for  power  stations  to  use 
the  exhausted  generator  air  under  the  boilers 
for  heat  conser\-ation.  Ducts  were  therefore 
installed  for  the  purpose,  but  this  arrangement 
did  not  prove  to  be  as  successful  as  anticipated. 
During  cold  weather  considerable  condensa- 
tion was  caused  in  the  engine  room  by  air 
having  high  humidity  coming  in  contact  with 


102     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


the  cold  ceiling.  Under  unusually  severe  con- 
ditions fog  would  be  present  in  the  room,  caus- 
ing dampness  and  dripping  of  water  from  the 
ceiling.  When  this  condition  developed  it 
became  desirable  to  take  air  from  the  engine 
room  through  the  air  washer  and  to  discharge 


s^e^siv  M^trsf  .^^'Jorj 


Fig.  2.     System  of  Ventilation  in  Which  Inlet  and  Outlet  Air  Ducts  and  Air 
Rectifying  Equipment  Are  Located  Under  Generator  Foundation 


it  back  to  the  room  during  cold  and  moist 
weather,  and  to  regulate  the  room  temper- 
ature by  doors  or  openings  to  the  boiler  room. 
This  arrangement  is  shown  in  Fig.  1.  After 
the  air  passes  through  the  generator  and  its 
temperature  is  raised  approximately  20  deg. 
C,  its  ability  to  absorb  moisture  is  greatly 
increased;  and  when  discharged  into  the 
station  toward  the  ceiling  it  reduces  the 
relative  humidity.  The  temperature  of  the 
station  was  regulated  by  opening  the  win- 
dows. This  is  the  usual  ventilating  arrange- 
ment at  the  present  time,  but  there  are  con- 
ditions where  a  closed  air  s\stem  is  preferable 
as  mentioned  earlier  in  this  article. 

Closed  Air  Circuit  System 

In  some  cases  insufficient  consideration 
was  given  to  the  installation  of  washers  and 
they  could  not  be  operated  in  freezing 
weather.  In  other  cases  the  washers  were  not 
kept  in  good  condition  and  failed  to  clean  the 
air  properly.  These  conditions  were  detri- 
mental to  the  generator  and  a  better  venti- 
lation arrangement  was  desirable.  It  is 
believed  that  this  has  been  found  in  the 
closed  air  circuit  system. 

The  closed  air  circuit  system  operates  in 
the  following  manner:  The  air  enters  the 
rectifier  cooling  chamber  directly  after  leaving 
the  generator,  then  flows  to  the  speed  reducing 


chamber  where  the  water  particles  are  segre- 
gated from  the  air  flow,  then  through  an 
eliminator  chamber  where  the  last  vestige  of 
water  is  removed  from  the  air  before  it 
re-enters  the  generator.  This  system  uses 
the  same  air  continuously,  and  can  be  m_ade 
to  occupy  a  relatively  small 
and  compact  space  as  com- 
pared with  the  present  sys- 
tem. 

The  foundation  directly 
under  the  generator  is 
usually  provided  with  a 
space  which  is  occupied  by 
the  inlet  and  outlet  air 
duct  pipes.  This  space  can 
be  utilized  to  advantage 
for  mounting  the  air  recti- 
fier as  shown  in  Fig.  2.  The 
cimibersome  station  venti- 
lating ducts,  including  the 
room  occupied  by  the  air 
washing  apparatus,  will  be 
eliminated,  thereby  sim- 
plifying the  station  con- 
struction considerably  and 
saving  space. 
As  stated  before,  the  air  washer  is  used 
for  cleaning  and  cooling  the  incoming  air. 
By  using  the  same  air  continually,  and  with- 
out any  possible  way  for  it  to  mix  with  impuri- 
ties, the  problem  of  cleaning  is  eliminated. 

Fig.  2  shows  a  view  of  the  rectifier  installed 
with  a  generator;  the  complete  construction 
consisting  of  a  steel  tank  having  an  inner 
compartment  where  the  cooling  water  spray 
nozzles  are  located;  a  separating  chamber 
where  the  heated  water  is  collected  from  the 
air  and  discharged;  and  the  eliminator  com- 
partment through  which  the  air  has  to  pass 
before  re-entering  the  generator.  The  oper- 
ation, simplicity  in  design,  economy  of  space, 
and  positivcness  of  action  can  readily  be 
understood. 

Noise 

All  high  speed  machines  are  more  or  less 
nois\- when  the  air  is  discharged  to  atmosphere, 
but  in  the  closed  air  system  this  should  be  re- 
duced to  an  unobjectionable  tone  and  volume. 

Amount  of  Water 

The  necessary  quantity  of  water  for  remov- 
ing the  generator  losses  from  the  heated  air  is 
approximately  four  gallons  per  kilowatt- 
minute  for  one  deg.  C.  rise  of  water,  and 
varies  inversely  as  the  allowed  temperature 
rise  of  the  water.    Suflicient  data  are  not  now 


STEAM  TURBINE  GENERATOR  VENTILATION 


103 


available  to  determine  how  many  degrees  centi- 
grade the  cooling  water  should  be  allowed  to 
rise  to  obtain  the  best  results  from  the  gener- 
ator; bvit  there  is  a  considerable  saving  in  the 
quantity  of  water  used,  as  compared  with  the 
present  air  systems,  when  the  water  from  the 
washer  is  heated  only  about  2  dcg.  C. 

Regulating  the  Generator  Heating 

As  a  rule  turbine  units  are  seldom  operated 
at  their  maximum  output  and  it  would  there- 
fore be  inefficient  to  operate  the  air  rectifier 
continuously  with  the  amount  of  water  cor- 
responding to  the  maximum  load  of  the 
generator.  Under  such  load  conditions,  and 
especially  when  water  is  scarce,  an  automatic 
water  regulator  should  be  installed  for  con- 
trolling the  number  of  spray  nozzles  in 
operation.  There  are  several  ways  to  accom- 
plish this:  by  electrical  and  mechanical 
arrangements  for  opening  and  closing  the 
valves  of  the  water  supply  pipes  to  the  spray 
nozzles  at  prearranged  temperatures;  by  the 
use  of  thermostats  placed  in  the  heated  air 
leaving  the  generator,  or  in  some  other 
suitable  location,  etc.  With  such  automatic 
regulation  the  generator  will  operate  at  prac- 
tically constant  temperature  for  different 
outputs  and  be  entirely  independent  of  sur- 
rounding atmospheric  conditions.  This  can- 
not be  accomplished  with  present  systems 
because  the  air  washers  used  are  built  for  a 
combination  of  cleaning  and  cooling;  i.e., 
any  reduction  in  the  quantity  of  water  may 
adversely  affect  the  cleaning  of  the  air. 

Air  Free  from  Water 

All  the  air  washers  the  writer  has  seen  in 
connection  with  turbo-generators  have  the 
flow  of  air  through  the  washer  in  a  horizontal 


From  Outs/de 
23°  c. 


Fro/n  Generator 


Fig.  3. 


Arrangement  of  Dampers  Taking  Air  from 
and  Discharging  it  to  the  Outside 


direction  so  that  the  drops  of  water  after 
leaving  the  nozzles  must  fall  to  drip-pans  at 
right-angle  to  the  air  flow,  which  has  a 
velocity  of  500  to  1000  feet  per  minute.  In 
some  cases  where  the  washers  are  not  of  liberal 
dimensions,  small  particles  of  water  are  carried 


along  with  the  air  flow  and  may  enter  the  gen- 
erator. In  the  system  shown  in  Fig.  2  the 
air  flow  is  vertically  downward  after  leaving 
the  spray  chamber  so  that  the  water  has  to 
drop  straight  with  the  air  flow.  The  direction 
of  the  air  flow  is  then  reversed  to  vertically 


sb'c 


From  Generator 


To  Generator 


Fig.  4. 


Arrangement  of  Dampers  Forming  a  Closed 
Circuit  for  Ventilating  Air 


upward  at  a  speed  of  300  to  500  feet  per 
minute  before  it  passes  the  eliminator  plates. 
The  low  velocity,  vertical  flow,  and  eliminator 
plates  effectively  remove  all  particles  of  water 
from  the  air  before  it  reenters  the  generator. 

Dampers  and  Fire  Protection 

In  the  present  system,  the  air  intake  or 
outlet  ducts  or  both  arc  generally  supplied 
with  dampers  installed  for  modifying  the 
incoming  air  temperatures,  and  to  prevent  air 
circulation  in  case  the  armature  winding 
should  take  fire.  The  object  is  to  let  the  fire 
.smother  itself;  but  on  account  of  the  diffi- 
culty of  preventing  leakage  past  the  dampers, 
this  method  has  not  been  entirely  satis- 
factory for  the  purpose. 

In  the  closed  system  dampers  are  unneces- 
sary since  the  amount  of  water  controls  the 
temperature.  In  case  of  internal  fire  the 
water  valves  may  be  closed  which  would 
prevent  the  air  rectification  and  by  this  means 
the  fire  would  be  soon  extinguished.  In  case 
a  quicker  action  is  desired,  steam  or  pyrene 
may  be  injected  in  the  system  or  water  can  be 
sprinkled  directly  on  the  windings  by  pipes 
installed  for  this  purpose. 

Danger  Signal 

The  closed  air  system  cannot  operate  with- 
out cooling  water  being  supplied  to  the  recti- 
fier any  more  than  bearings  can  operate  with- 
out lubrication.  It  will,  therefore,  be  prudent 
to  install  an  alarm  device  which  will  annotmce 
danger  in  case  the  water  cooler  does  not 
function  properly,  or  stops  entirely;  and 
which  will  also  serve  as  a  tell-tale  should  the 
generator  happen  to  operate  above  normal 
temperatures  from  other  reasons  such  as 
heavy  overloads,  internal  fire,  etc. 


104     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


Such  an  alarm  system  can  be  readily 
installed  and  may  consist  of  a  thermostat  in 
the  outgoing  air  duct,  in  cormection  with  a 
bell  that  will  ring  at  a  predetermined  tem- 
perature; or  of  an  electric  bell  connected  in 
circuit  with  one  or  more  of  the  stator  tem- 
perature coils;  also  temperature  coils  may  be 
mounted  in  the  outlet  air  duct  in  the  same 
manner  as  the  thermostat. 

Other  Applications  of  the  Closed  System 

The  closed  air  circuit  system  is  useful  not 
only  for  ventilating  turbine  generators  and 
other  electrical  apparatus,  but  should  prove 
of  value  in  places  where  fumes  from  acids, 
carbon   and   steel   dusts,    or   other   injurious 


At  the  time  the  test  was  started  the 
machine  had  been  running  all  night  under 
approximately  full  load,  with  the  dampers  in 
the  position  shown  in  Fig.  3  (i.e.,  the  air  being 
drawn  from  the  outside  and  discharged  into 
the  room)  and  the  temperatures  were  constant 
with  ingoing  air  at  23  deg.  C.  and  outgoing  air 
at  45  deg.  C,  or  a  rise  of  22  deg.  C.  (for 
about  9000  lew.).  The  temperature  coils  and 
thermo-couples  in  the  armature  of  the  machine 
averaged  60  deg.  C.  actual,  or  37  deg.  C.  rise. 

At  7:45  a.m.  the  dampers  were  thrown  to 
the  position  shown  in  Fig.  4,  forming  a 
closed  circviit  for  the  ventilating  air,  and  a 
heat  run  lasting  till  4  p.m.  was  made  under 
these  conditions  to  determine  the  efficacv  of 


A-y-a 

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Fig.  5.      Curve  Showing  Results  of  Test  on  lQ,000-kv-a.  Turbogenerator 
Cooled  by  Ventilation  from  a  Specially  Designed  System 


substances  prevail  as  it  will  safeguard  men  and 
machinery  from  their  effects. 

Heat   Run   Made   with   Closed   Circuit   Ventilation 
System. 

Tests  have  been  made  on  a  closed  air  circuit 
system  utilizing  the  same  washer  as  installed, 
which  washer  was  designed  for  cleaning  the  air 
when  it  was  taken  from  the  outside  atmosphere. 
The  tests  were  made  on  a  10,000  kv-a.  turbine 
generator  unit  that  is  fitted  with  a  special 
design  of  air  duct  which,  by  means  of  dampers, 
permits  of  various  schemes  of  ventilation. 
Air  may  be  taken  from  out  of  doors  and 
exhausted  into  the  room,  or  the  air  may  be 
circulated  and  used  over  and  over,  the  heat 
being  removed  each  time  by  means  of  water 
passed  through  an  air  washer. 


this  ventilating  system.  During  this  time  the 
load  on  the  machine  was  maintained  as  nearly 
constant  at  10,000  kv-a.  as  conditions  would 
permit.  Fluctuations  in  the  load  cur\-e  were 
caused  by  a  variable  demand  made  by  the 
shops  being  supplied  with  power  and  by 
changes  in  steam  pressure.  Evcr\-  half  hour 
readings  were  taken  of  the  load.  tcmiK^rature 
coils,  air,  and  water.  At  the  end  of  the  run 
and  at  a  load  of  about  10,000  kv-a.,  the  tem- 
peratures were  fairly  constant  with  inlet  air 
at  33  deg.  C.  and  outlet  air  at  .iS  deg.  C  or 
a  rise  of  25  deg.  C.  in  passing  through  the 
generator  and  a  corresponding  drop  of  25 
deg.  C.  in  passing  through  the  air  washer. 

Water  at  the  rate  of  175  gallons  per  minute 
was  passed  through  the  spray  nozzles. of  the 
air  washer,  with  an  average  rise  in  tempera- 


MECHANICAL  DESIGN  OF  LARGE  TURBO-GENERATORS 


10.5 


ture  of  G?2  deg.  C.  From  these  data  the  loss 
in  the  machine  was  calculated  to  be  302  kw. 
with  a  vohime  of  air  of  23,000  cu.  ft.  per  min. 

The  discrepancy  between  this  value  of  302 
kw.  and  the  theoretically  calculated  loss, 
based  upon  the  design,  which  averages  about 
340  kw.,  may  be  partly  accounted  for  by 
radiation  of  heat  from  the  generator  and  air 
ducts,  and  by  small  errors  in  reading  the 
temperature  of  the  cooling  water. 

Air  temperatures,  both  ingoing  and  out- 
going, were  read  very  accurately  by  means  of 
copper  resistance  coils  wound  on  wooden 
frames  in  such  a  manner  as  to  obtain  the 
average  temperature  over  the  entire  cross- 
sectional  area  of  the  air  ducts.  These  tem- 
peratures were  also  checked  by  means  of 
thermometers  and  thermo-couples.     Thermo- 


couples placed  in  the  armature  of  the  gener- 
ator checked  the  standard  temperature  coil 
within  2  deg.  C.  plus  or  minus. 

A  record  of  the  entire  run  is  shown  by  the 
curves  in  Fig.  5. 

The  air  washer  referred  to  is  fitted  with 
nozzles  covering  a  cross-sectional  area  of 
approximately  36  sq.  ft. 

The  results  of  the  test  indicate  that  the 
closed  circuit  system  of  ventilation  is  practical 
in  every  respect,  and  that  the  air  washer 
installed  at  present  is  entirely  adequate  as 
regards  size.  Further  tests  will  be  made 
using  varying  amounts  of  water,  and  it  may 
develop  that  by  permitting  a  larger  increase 
of  temperature  in  the  water  the  rate  of  flow 
can  be  reduced  materially  without  seriously 
aftecting  the  temperature  of  the  generator. 


Mechanical  Design  of  Large  Turbo-generators 

By  M.  A.  Savage 

A-C.  TURBO-GENER.'iTOR  ENGINEERING  DEPARTiMENT,  GENERAL  ELECTRIC   COMPANY 

The  turbine  generator  of  today  is  the  essence  of  compactness.  It  is  the  result  of  a  persistent  effort  to  obtain 
the  maximum  usefulness  from  every  pound  of  material  employed  in  its  construction.  One  pound  of  material 
in  the  present  5000  kw.  turbo  set  does  the  work  required  of  five  pounds  in  the  first  5000  kw.  set  built  in  this 
country.  Stator  construction  has  reduced  itself  to  the  simplest  form,  as  the  requirements  of  rigidity,  light 
weight  and  flexibility  of  design  are  best  fulfilled  by  such  a  design.  However,  high  speeds  and  increased  capac- 
ities have  introduced  real  difficulties  in  the  construction  of  rotors.  The  centrifugal  stresses  have  necessitated 
the  use  of  a  solid  forged  rotor,  and  in  the  largest  machines  it  has  been  desirable  to  use  a  three-piece  rotor  because 
of  the  great  length  and  weight  of  a  solid  one-piece  forging.  Ventilation,  which  is  of  prime  importance  in  the 
modern  turbo  generator,  is  briefly  referred  to  in  this  article  and  is  more  fully  discussed  in  other  articles  in  this 
issue. — Editor. 


t; 


'HE  early  turbine 
generator  design 
practice  followed 
closely  that  of  engine- 
driven  machines  with 
respect  to  large  diam- 
eter and  relatively  low 
speed.  As  these  gen- 
erators were  invaria- 
bly built  with  salient 
poles  and  very  little 
attempt  was  made  to 
direct  the  air  through 
different  paths,  they 
were  extremely  large 
and  heavy  for  their  output  as  compared  with 
modern  machines.  For  example,  the  first 
5000-kw.  turbine  generator  built  in  this 
country  weighed  225,000  lb. ;  whereas  the  pres- 
ent .5(in(i-kw.  machine  weighs  approximately 
47,000  lb.  Most  of  this  development  has  been 
along  the  lines  of  increased  speed  and  better 
ventilation.  Increased  speed  has  made  neces- 
sary the  employment  of  better  materials, 
and   a  more  careful  studv  into  the  dutv  to 


M.  A.  Savage 


be  performed  by  every  element  in  the 
machine.  Better  ventilation  has  been  brought 
about  largely  by  a  more  complete  knowledge 
of  the  source  and  location  of  the  \'arious 
losses,  and  a  more  careful  direction  of  the 
air  over  the  surfaces  where  these  losses 
occur. 

Stator  Frame 

The  stator  of  these  large  units  is  made  up 
of  a  number  of  annular  "  I "  sections  which 
are  held  together  at  the  outer  periphery  by 
thick  boiler  plate  and  at  the  inner  periphery 
by  rolled  steel  ribs.  Heavy  steel  foot  plates 
along  each  side  of  the  stator  frame  are 
bolted  to  feet  cast  integral  with  the  circular 
"I"  beams,  as  shown  in  Fig.  1. 

This  construction  possesses  a  number  of 
advantages. 

(1)  It  is  extreinely  stiff  in  the  direction 
in  which  stiffness  is  required. 

(2)  It  eliminates  shrinkage  strains  in  the 
castings,  etc.  It  requires  but  simple  and 
inexpensive  patterns,  and  also  it  reduces  the 
space  required  to  store  patterns. 


106     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


(3)  It  permits  of  a  large  reduction  in 
weight,  and  therefore  results  in  lower  ship- 
ping charges.  It  also  makes  possible  the 
assembly  of  machines  of  larger  capacity  at 
the  factory. 


Fig.  1.      Large   Turbine  Generator  Stator   Frame  Built  Up  of 
Annular  "I"  Sections  with  Boiler  Plate  on  the  Out- 
side and  Rolled  Steel  Ribs  Inside 


(4)  For  a  given  diameter,  the  lengths 
can  be  increased  or  decreased  within  certain 
limits  by  adding  or  subtracting  one  or  more 
annular  "I"  sections. 

Electrical  Characteristics 

Due  to  the  high  rotative  speed  of  this  type 
of  machine,  the  diameters  are  necessarily 
small  and  the  axial  length  great.  On  the 
majority  of  machines  of  General  Electric 
manufacture,  the  length  is  usually  one  and 
a  half  or  more  times  the  diameter.  This 
proportion  results  in  a  relatively  small 
number  of  slots.  Naturally,  the  coils  for 
such  long  cores  are  extremely  heavy  and 
present  quite  a  problem  in  handling  and 
assembling  in  the  factory.  The  flux  per  pole 
of  this  type  of  machine  is  very  large,  con- 
sequently the  number  of  turns  to  generate 
the  required  voltage  is  small.  In  most  of 
the  later  machines  the  number  of  turns 
rarely  exceeds  three. 

Since  the  number  of  circuits  in  which  the 
armature  winding  can  be  divided  is  limited 
by  the  number  of  poles,  two  circuits  being 
the  maxinaum  for  two  poles,  and  four  circuits 
for  four  poles,  the  current  per  circuit  is 
extremely  high  and  this  results  in  very  large 
conductors.     Great  care,  therefore,  must  be 


exercised  in  the  construction  of  these  large 
conductors  to  keep  down  the  edd\-  current 
losses  (commonly  called  load  losses).  This 
is  done  by  dividing  the  conductors  into  a 
number  of  thin,  narrow  strips,  each  strip 
being  insulated  from  its  fellows  by  a  cotton 
covering.  The  coil  thus  formed  is  then 
twisted  over  at  the  V  ends  so  that  the  strips 
which  form  the  bottom  layer  in  one  slot  will 
form  an  intermediate  layer  in  the  slot  in 
which  the  other  side  of  the  coil  is  assembled. 
This  gives  a  partial  neutralization  of  the 
group  eddies  and  is  usually  effective  enough 
in  the  ordinary'  type  of  machine. 

Fields  or  Rotors 

The  carh-  type  of  rotors  was  made  by 
assembling  punchings  on  a  shaft.  Later, 
due  to  larger  capacities,  the  stresses  became 
so  great  that  it  was  necessary  to  use  a  solid 
forging. 

In  the  very  largest  six-pole  machines  the 
rotor  is  built  up  of  three  parts;  the  center 
part,  forming  the  main  field  body,  is  shrunk 
on  and  bolted  to  two  stub  shafts  which  form 
the  bearing  portions  of  the  rotor.  This 
construction  is  illustrated  in  Fig.  2.  The 
bolts  holding  these  parts  together  are  given 
an  initial  tension  by  heating  them  to  some 
known  temperature  and  then  forcing  them 
home.  Ample  keys  are  also  provided  for 
taking  the  torque  from  the  prime  mover.  A 
rotor  thus  built  up  is  as  stiff  as  a  solid  struc- 
ture. As  no  metal  is  needed  at  the  center 
of  these  rotors  for  carrying  flux,  the  rotor  is 
cored  out  thus  greatly  reducing  the  weight 
on  the  bearings.  This  hole  in  the  center 
increases  the  stress  in  the  rotor  body,  but  as 
the  angular  velocity  is  low  when  compared 
with  a  rotor  operating  at  3G00  r.p.m.  the  body 
stresses  do  not  become  a  serious  matter. 

In  the  two-pole  machine  the  material  at 
the  center  is  needed  for  carrying  flux.  This 
is  especialh-  tmo  in  the  3lU)0-r.p.m.  machines 
where  the  diameters  are  small  and  the  densi- 
ties are  often  quite  high. 

Radial  slots  are  milled  in  these  forgings  to 
receive  the  conductors. 

The  copper  strips  which  form  the  field 
turns  are  wound  on  a  machine  which  auto- 
matically changes  the  length  of  each  strip  for 
dirtVrent  radii  encountered  as  the  slots  pro- 
gress toward  the  center.  The  turns  are 
insulated  with  mica  tape  ami  are  then  as- 
sembled by  feeding  turn  by  turn  into  the 
slots,  which  are  insulateil  by  a  trough  of 
tough  insulation.  After  the  turns  are  once 
assembled   they   arc   cenn-iiied    tos^ethor  hv 


MECHANICAL  DESIGN  OF  LARGE  TURBO-GENERATORS 


107 


applying  heat  and  pressure.  This  prevents 
the  coils  from  moving  in  the  slots  when  the 
machine  is  started  and  stopped.  The  end 
windings  which  project  from  the  slots  are 
taped  with  mica  and  asbestos  and  a  ring 
insulation  put  over  the  whole. 

There  are  certain  points  of  superiority  of 
this  type  of  rotor  which  it  might  be  well  to 
mention  briefly. 

The  first,  and  foremost,  is  ruggcdness.  Of 
the  hundreds  of  rotors  of  this  type  which  are 
constantly  in  operation  there  have  been 
surprisingly  few  failures  or  faults  of  any  sort. 
This  is  in  part  due  to  the  solid  structure 
surrounding  the  winding  which  resists  any 
rapid  change  of  flux  through  it  and  thereby 
resists  any  sudden  rise  in  potential  in  the 
winding  itself.  Electrical  failures  in  the  rotor 
due  to  short  circuits  on  the  armature  are 
therefore  cxtrcmclv  rare. 


Ventilation 

Sufficient  ventilation  has  been  and  is  the 
major  problem  in  the  design  of  the  large 
turbine  generator.  More  time  probably  has 
been  spent  on  this  subject  than  on  any  other 
in  connection  with  turbine  generator  develop- 
ment. These  machines  are  compactly  built, 
the  surfaces  are  small,  and  the  heat  loss  is 
enormous  when  compared  with  the  size  of 
those  surfaces.  It  has,  therefore,  been 
necessary  to  use  forced  ventilation  at  pres- 
sures and  volumes  which  were  never  dreamed 
of  for  that  purpose  a  few  years  ago.  The 
quantity  of  air  is  based  on  the  kilowatt  loss 
in  the  generator  and  is  usually  so  appor- 
tioned that  the  air  rise  through  the  machine 
will  not  exceed  IS  or  20  degrees  C.  This 
condition  makes  necessary  about  100  cu. 
ft.  of  air  per  minute  per  kilowatt  loss  and 
in  the  larger  machines  will  necessitate  some 


DRIVIt/G    K£y 


Fig.  2.      Three-part  Rotor  Construction  Employed  in  the  Largest  Six-pole  Machines 


Second,  the  solid  structure  of  the  rotor 
acts  as  a  squirrel-cage  damping  device 
which  reduces  the  danger  of  oscillations  and 
greatly  improves  the  parallel  operation-  of 
the  machine. 

Third,  the  better  control  of  the  flux  dis- 
tribution. Since  the  slots  for  this  type  of 
rotor  are  milled  from  a  template,  it  is  no 
longer  of  manufacturing  advantage  to  have 
the  slots  uniformly  spaced.  They  can,  there- 
fore, be  spaced  to  give  the  best  electrical 
characteristics.  These  rotors  when  operating 
in  an  armature  with  three  slots  per  pole  per 
phase  will  give  very  nearly  a  perfect  sine 
wave,  a  feature  of  great  importance  as  it 
reduces  the  secondary  losses  and  also  the 
likelihood  of  interference  where  the  power 
lines  run  near  telephone  or  telegraph  lines. 

Fig.  3  shows  the  flux  distribution  of  one 
of  these  rotors;  Fig.  4,  the  resultant  wave 
shape  on  the  armature.  This  armature  has 
five  coils  per  phase  per  pole. 


GCGOO  to  70,000  cu.  ft.  of  air  per  minute. 
Since  the  spaces  through  which  the  air  is  to 
be  forced  are  relatively  small,  the  velocity 
becomes  extremely  high.  The  air  taken 
through  the  air  gap  very  frequentlv  reaches 
12,000  ft.  per  min. 

Probably  the  greatest  problem  of  turbine 
generator  ventilation  is  to  keep  the  rotor  cool. 
Attention  has  been  previously  called  to  the 
compactness  of  these  rotors.  The  heat  gener- 
ated in  the  copper  is  first  to  be  carried  to 
the  outside  of  the  insulation,  then  through 
the  iron  forming  the  teeth,  and  to  the  air  gap, 
thence  dissipated  into  the  air.  This  means 
that  the  drop  in  temperature  between  the 
rotor  surfaces  and  the  air  has  to  be  small 
or  the  temperature  of  the  rotor  becomes 
prohibitive. 

The  data  which  have  been  collected  on  the 
subject  of  ventilation  give  the  designing 
engineer  a  feeling  of  certainty  that  the  appa- 
ratus will  meet  the  requirements  for  which 


lOS     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


it  is  designed.     ^luch,  however,  depends  upon 
the  quality  of  the  cooling  air. 

Quality  of  Ventilating  Air 

The  quality  of  the  air  used  in  ventilation 
is  a  large  factor  in  the  operation  of  the 
machine.     When  it  is  remembered  that  one 


Fig.  3.      Oscillogram  of  the  Flux  Distribution  of  a  Five-coil- 
per-phase-per-pole  Rotor 

of  the  machines  takes  70,000  cu.  ft.  of  air 
every  minute,  even  though  the  air  may  be 
relatively  clean,  it  will  in  time  pass  a  sufficient 
amount  of  dirt  and  foreign  matter  to  com- 
pletely clog  the  air  passages.  Air  washers 
have  therefore  become  almost  universal  for 
the  larger  machines.  These  washers,  how- 
ever, do  not  remove  all  the  dirt  from  the  air 
and  their  makers  do  not  guarantee  them  to 
remove  more  than  9S  per  cent  of  it.  Even 
with  this  small  percentage  passing  through 
the  generators,  a  number  of  machines  which 
have  been  in  operation  a  year  or  more  have 
been  found  to  contain  a  considerable  amount 
of  foreign  material. 

Humidity  of  the  Air 

The  quantity  of  heat  removed  is  very  little 
afl'ected  by  the  humidity  of  the  air  in  contact 
with  it,  but  in  passing  the  air  through  the 
washer  the  temperature  is  usually  lowered 
from  ten  to  fifteen  degrees  which  means  tliat 
the  machine  will  run  that  much  cooler. 

Mechanical  Stresses 

The  stresses  to  which  these  machines  are 
subjected  should  be  divided  into  two  classes: 
First,  the  running  stresses;  second,  the  short- 
circuit  stresses.  The  first  are  occasioned  by 
centrifugal  force;  the  second  by  accidental 
or  intentional  short  circuit  on  the  machine. 
As  previously  mentioned,  the  end  windings 
of  the  field  are  held  by  steel  retaining  rings. 
When  it  is  stated  that  these  retaining  rings 
on  the  higher  speed  machines  have  to  hold 


a  force  of  about  3,000,000  lb.,  it  will  be 
seen  that  both  the  quality  of  the  material 
and  the  workmanship  ha\-e  to  be  perfect. 
These  retaining  rings  are  shrunk  on  the 
centering  spider  at  a  stress  greater  than  that 
which  is  expected  to  occur  in  ser\'ice,  so  that 
when  the  centrifugal  forces  are  exerted  on 
them  they  will  still  remain  tight.  The  next 
limiting  stress  which  occurs  in  the  rotor  is 
probably  at  the  root  of  the  teeth.  This 
stress  often  limits  the  depth  of  the  slot  and, 
therefore,  the  output  which  can  be  obtained 
for  a  rotor  of  given  dimensions. 

Short-circuit  stresses  are  more  serious  as 
regards  the  armature  winding  Enormous 
forces  are  exerted  on  the  end  portion  of  the 
coils,  outside  of  the  slot,  which  tend  to  distort 
them  and  if  they  are  not  sufficiently  supported 
crack  the  insulation  with  the  result  that  the 
machine  subsequenth'  breaks  down.  To 
overcome  this,  wooden  blocks  are  inserted 
between  coils  and  the  coils  are  laced  down 
to  steel  binding  bands.  Great  care  is  exer- 
cised to  see  that  the  shaft  and  coupling  bolts 
have  sufficiently  low  stresses  to  withstand 
the  shock  of  short  circuits. 

Capacity 

In  conclusion,  it  might  be  of  interest  to 
state  that  machines  of  50,000  kv-a.  operat- 
ing at  1200  r.p.m.  have  been  built  and  are 
operating  satisfactorily.  Machines  of  3S.SS9 
kv-a.  at  1500  r.p.m.  have  also  been  built 
and  are  in  successful  operation.  In  the 
ISOO  r.p.m.    class,    there    arc    a   number  of 


Fifc:     ':-      Ui- .:..  »;ram  of  the  \S  -  -  -    S-     , -:  ^f  the  Anr- •  i  r 
Resulting  from  the  Flux  Diitnbution  Shown  in  Fis.  3 

machines  in  commercial  son'ico  with  ratings 
of  31.250  kv-a.  at  O.S  p-f.,  and  33.333 
kv-a.  at  0.9  p-f.,  while  at  the  highest  speed, 
viz..  3600  r.p.m.,  machines  of  7500  kv-a. 
arc  in  operation,  and  two  of  9375  kv-a.  are 
under  construction. 


109 


The  Behavior  of  Alternating-current  Generators 
When  Charging  a  Transmission  Line 

By  W.  O.  Morse 

Alternating-current  Engineering  Department,  General  Electric  Company 

This  article  is  a  very  interesting  discussion  of  the  effect  of  transmission  line  capacity  on  the  behavior  of 
alternating-current  generators.  When  a  generator  is  thrown  on  a  transmission  line  of  proper  characteristics 
it  is  possible  for  the  generator  voltage  to  build  up  to  a  value  considerably  higher  than  normal  without  field 
excitation;  while  an  alternator  having  different  characteristics  may  be  entirely  unable  to  generate  under  the 
same  conditions.  Just  what  will  take  place  when  switching  an  alternator  on  a  transmission  line  may  be  deter- 
mined by  plotting  together  the  line  characteristic  and  the  alternator  volt-ampere  armature  characteristic;  it 
the  armature  characteristic  lies  above  the  line  characteristic  it  is  probable  that  the  alternator  will  charge  the 
line  without  field  excitation,  while  it  the  alternator  characteristic  is  below  the  line  characteristic  it  will  be 
impossible  for  the  alternator  to  generate  without  field  excitation.  The  e£fect  of  negative  field  excitation  is  also 
discussed. — Editor. 


w 


W    O.  Morse 


^HEN  a  gener- 
ator with  a 
small  amount  of  ex- 
citation is  thrown  on 
a  dead  transmission 
line  of  proper  charac- 
teristics, it  will  build 
tip  in  voltage  until  it 
ultimately  reaches  a 
point  of  stable  opera- 
tion. This  phenome- 
non is  caused  by  the 
transmission  line  act- 
ing as  a  static  con- 
denser and  supplying 
leading  or  magnetizing  current  to  the  alternator ; 
and  if  this  magnetizing  current  causes  the  alter- 
nator voltage  to  build  up  to  a  value  higher  than 
the  corresponding  voltage  of  the  line,  the  volt- 
age and  current  will  continue  to  increase  until 
a  value  of  current  is  reached  at  which,  on  ac- 
count of  the  saturation  of  the  generator  the 
line  voltage  and  the  generator  voltage  are 
equal.  This  is  the  point  of  stable  operation. 
It  is  quite  possible  that  the  residual  mag- 
netism of  the  generator  will  be  sufficient  to 
start  the  phenomenon. 

The  behavior  of  an  alternator  when  charg- 
ing a  line  cannot  be  detennined  from  the 
generator  characteristics  alone;  the  line  char- 
acteristics are  also  involved.  Another  point 
to  be  noted  is  that  some  generators  when 
switched  on  a  line  of  given  characteristics 
will  build  up  in  voltage,  whereas  other  gen- 
erators switched  on  the  same  line  will  not. 
Whether  the  generator  builds  up  depends  upon 
the  relative  slopes  of  generator  and  line  char- 
acteristics. 

Before  discussing  the  relation  of  these 
characteristics,  their  nature  will  be  considered. 
The  volt-ampere  charging  characteristic  of 
a  transmission  line  is  a  straight  line;  i.e.,  the 
charging  current  is  directly  proportional  to 
the  line  voltage.  This  charging  current  is, 
of  course,  leading  and  practically  wattless. 


The  alternator  exciting  volt-ampere  char- 
acteristic for  the  armature  has  the  shape  o 
the  ordinary  saturation  curve.  It  is,  in  fact, 
the  saturation  curve  of  the  machine  when 
excited  by  alternating  current  in  the  arma- 
ture; but,  due  to  the  different  disposition  of 
magnetic  flux  in  the  iron  circuits  in  this  case, 
the  knee  of  the  curve  occurs  at  a  higher 
terminal  voltage  than  in  the  case  of  the  ordi- 
nary saturation  curve.  Under  the  conditions 
where  the  generator  is  excited  by  armature  cur- 
rent, all  the  flux  is  effective  in  inducing  voltage 
in  the  armature  conductors;  whereas  if  the 
generator  is  excited  in  the  usual  way,  there 
is  a  certain  amount  of  leakage  flux  between 
poles  which  does  not  interlink  with  the 
armature  conductors  and  hence  is  not 
effective  flux.  However,  it  is  essential  at 
this  point  to  have  in  mind  only  the  shape 
of  the  curve;  i.e.,  it  is  like  the  ordinary  sat- 
uration curve. 

By  reference  to  Fig.  1,  it  is  obvious  that  if 
the  alternator  characteristic  lies  above  the 
line  characteristic  along  the  straight  portion 
of  the  former,  the  leading  charging  current 
of  the  line,  at  any  point  in  that  range,  will 
cause  a  higher  alternator  terminal  voltage 
than  is  required  to  produce  that  current  on 
the  line.  Hence  the  current  and  voltage  will 
both  continue  to  increase  until,  by  saturation, 
the  "volts  per  ampere"  of  the  alternator 
become  the  same  as  that  of  the  line;  i.e., 
reach  the  point  where  the  alternator  charac- 
teristic crosses  the  line  characteristic.  This 
is  designated  "stable  point"  in  Fig.  1. 

It  is  equally  obvious  that  if  the  alternator 
characteristic  falls  below  the  line  character- 
istic the  alternator  will  never  build  up  with- 
out permanent  field  excitation. 

However,  if  additional  alternators  are 
available  for  charging  the  line,  the  problem 
may  be  easily  solved.  Suppose  two  duplicate 
alternators,  each  having  a  characteristic  as 
shown  in  Fig.  1,  were  switched  on  the  line. 
This  would  mean  that  the  line  voltage  per 


110     Febfuarv,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  -2 


ampere  for  the  pair  would  be  one  half  that 
shown  for  the  one  alternator  in  Fig.  1.  In 
other  words,  the  combined  alternator  char- 
acteristic would  now  be  a  cur\^e  having 
ordinates  one  half  of  those  of  the  single 
alternator  curve,  and  would  be  as  shown  by 
the  dotted  cur\'e  in  Fig.   1.     The  line  char- 


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'Stable  Toint 

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ChAFActc  ristic  of" 
ASinqle  flitcrnator> 

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Line  Charactens 

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combined  Characteristic  of 
two  Duphcjvtc  Alternators 

- 

-- 

^ 

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wattless    A  mpcrcs  Charging  Current 

Fig.  1.      Voltage-current  Characteristics  of  a  Single 

Alternator,  of  Two  Duplicate  Alternators. 

and  of  a  Transmission  Line 


actcristic,  however,  has  not  been  altered  by 
placing  the  additional  generator  on  the  cir- 
cuit. Hence,  since  the  combined  alternator 
characteristic  falls  below  the  line  character- 
istic, the  pair  of  alternators  will  not  build  uj) 
without  permanent  field  excitation. 

Likewise,  any  altcrnatoror  alternators  whose 
combined  characteristic  falls  below  the  line 
characteristic  will  not  build  up  without  per- 
manent field  excitation;  and,  conversely,  if 
the  combined  characteristic  falls  above  the 
line  characteristic,  the  voltage  will  build  up, 
once  it  is  started  by  a  momentary  application 
of  field  excitation,  or  by  the  residual  mag- 
netism of  the  alternators.  And  in  the  latter 
case  the  voltage  will  rise  cumulatively  until, 
as  already  slated,  the  characteristic  of  the 
alternator,  or  alternators,  bends  by  saturation 
until  it  crosses  the  line  characteristic. 

It  should  be  noted  that  there  is  lit  Ik- 
relation  in  general  between  the  alternator 
and  the  line  characteristics,  since  the  former 


is  dependent  largely  upon  the  rating  of  the 
generator,  and  to  some  extent  upon  other 
considerations  of  design;  while  the  line 
characteristic  is  roughly  a  function  of  its  oper- 
ating voltage  and  length.  Therefore,  we  may 
find  that  a  generator  which  requires  per- 
manent field  excitation  to  charge  one  partic- 
ular line  may.  on  another  line  of  different 
characteristics,  build  up  in  voltage  and  current 
to  values  far  beyond  the  normal  capacity  of 
the  m.achine.  In  such  a  case,  the  problem  of 
charging  the  line  w-ithout  injun,-  to  the  genera- 
tor becomes  a  serious  matter.  It  is  not  al- 
ways feasible  to  obtain  complete  control  by 
modifying  the  design  of  a  normal  generator. 
From  the  foregoing,  however,  it  is  clear  that 
adding  more  alternators  (if  it  is  possible  to 
keep  them  in  phase  during  the  process)  will 
accomplish  the  desired  result.  In  at  least 
one  instance,  the  paralleling  of  two  alterna- 
tors for  the  purpose  of  charging  a  line  has 
been  found  practical.  However,  additional 
units  are  not  always  available. 

There  is  another  scheme  involving  the 
manipulation  of  the  generators,  which  also 
has  been  confirmed  b\'  experience,  but  which 
is  limited  in  application.  It  is  the  use  of 
negative  field  excitation  for  neutralizing  part 
of  the  charging  current,  thereby  lowering 
the  voltage  and  current.  Its  application  is 
limited  by  the  well-known  fact  that  with 
increasing  negative  field  current  a  point  is 
soon  reached  where  the  machine  slips  a  pole, 
thereafter  intensifying  what  it  is  intended  to 
diminish.  There  are  two  factors  which  fix 
this  limit.  One  is  the  "reaction"  torque  of 
the  machine;  i.e.,  the  torque  which  tends  to 
hold  the  salient  jjoles  in  line  with  the  armature 
rotating  poles  when  there  is  no  excitation  on 
the  field,  and  which  is  of  the  same  character 
as  the  force  which  tends  to  hold  the  poles  of 
any  two  magnets  in  the  position  of  minimum 
reluctance.  In  other  words,  it  is  due  to  thi- 
salicnt-jiole  construction  and  would  not  exist 
in  a  cylindrical  rotor.  It  is  this  torque  which 
makes  it  possible  for  a  synchronous  motor, 
without  field  excitation,  to  carry  some  load 
in  complete  synchronism. 

In  the  present  problem  it  operates  in  the 
following  manner:  When  the  field  is  reversctl. 
the  machine  is  equivalent  to  a  synchronous 
motor  which  has  slipjied  a  pole.  It  is  oi)erat- 
ing  ISO  electrical  degrees  from  the  nonnal 
no-load  i)osition.  In  other  words,  it  is 
operating  in  an  unstable  position,  the  least 
tlisplacement  from  which  will  protluce  grt-ater 
synchronizing  torque  tending  to  produce  still 
further  dis])lacement.     This  involves  a  shift 


THE  BEHAVIOR  OF  ALTERNATIXO-CURRENT  GENERATORS 


111 


of  the  flux  relative  to  the  pole  and  is  therefore 
opposed  by  the  "reaction"  torque.  Large 
negative  field  current  means  greater  svnchro- 
nizing  torque.  It  also  means  less  '"reaction" 
torque  because  the  voltage,  and  therefore  the 
flux,  is  decreased.  When  equality  is  reached 
between  these  two  opposing  forces,  the  sny- 
chronizing  torque  pulls  the  rotor  into  the 
normal  synchronous  position  and  reverses  the 
action;  i.e.,  tends  to  increase  the  voltage 
instead  of  to  decrease  it. 

The  other  factor  which  may  limit  the  value 
of  negative  fleld  current  that  can  be  applied  is 
shown  in  Fig.  1 .  The  two  characteristics  inter- 
sect at  two  points;  viz.,  zero  and  the  "stable 
point."  The  application  of  negative  field 
current  operates  to  shift  the  alternator  char- 
acteristic to  the  right,  as  shown  in  Fig.  2 
(since  the  voltage  induced  in  the  generator 
by  the  wattless  charging  current  a  is  exactly 
neutralized;  i.e.,  reduced  to  zero  by  the  equiv- 
alent negative  field  excitation  Oi).  This 
causes  the  two  intersections  to  approach  each 
other,  and  ultimately  they  meet;  i.e.,  the 
line  characteristic  is  tangent  to  the  alternator 
characteristic  at  this  point.  Any  further 
increase  in  negative  field  will  cause  the  ma- 
chine to  reverse,  since  now  the  alternator  char- 
acteristic will  be  entirely  below  the  line 
characteristic.  This  point  can  be  predeter- 
mined with  a  fair  degree  of  accuracy  if  the 
line  and  the  alternator  characteristics  are 
l<nown,  because  the  negative  field  current  Oi 
is  equal  in  ampere-turns  to  a.  In  this  partic- 
ular case  a  negative  field  excitation  Qi  would 
reduce  the  voltage  corresponding  to  the  stable 
point  to  E,  Fig.  2;  i.e.,  to  the  neighborhood 
of  norm.al  magnetic  densities. 

Another  interesting  possibility  is  suggested 
by  a  study  of  Fig.  2.  If  it  is  required  to  hold 
the  voltage  at  a  still  lower  value,  say  e,  it  is 
obvious  from  Fig.  2  that  a  negative  field  cur- 
rent equal  to  two  thirds  of  ai  would  cause  the 
new  displaced  alternator  characteristic  shown 
in  part  by  the  heavy  dotted  line,  to  cross  the 
line  characteristic  at  two  points;  one  at  volt- 
age e  and  another  at  voltage  ei.  At  ei  the 
operation  would  be  stable.  At  e  the  line  and 
alternator  each  require  the  same  current,  but 
the  condition  is  not  stable.  The  least  change 
of  voltage,  either  way,  causes  a  change  in 
current  which  further  augments  the  voltage 
change.  Yet  it  may  be  possible,  under  favor- 
able conditions,  to  operate  at  this  point  b\^ 
the  use  of  a  voltage  regulator.  The  line  volt- 
age might  be  started  by  a  momentary  appli- 
cation of  positive  field  excitation,  or  by  the 
residual  magnetism  of  the  alternator.     Then 


the  generator  could  be  quickh-  thrown  to  the 
voltage  regulator  which  would  attempt  to 
hold  the  generator  voltage  at  the  value  e  by 
applying  negative  field  current.  It  is  of 
course  problematical  whether  the  voltage 
regulator,  working  with  an  exciter,  could 
respond  quickh'  enough. 


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Fig,  2.      Diagram  showing  the  Effect  of 
Negative  Field  Excitation 

Another  important  factor  to  be  considered  is 
the  voltage  at  which  it  is  necessary  to  charge 
the  line;  for  while  the  charging  kilovolt- 
amperes  required  at  about  normal  voltage  may 
not  be  larger  than  the  generator  rating,  the  line 
charging  conditions  may  be  such  as  to  require 
a  reasonably  small  kilovolt-ampere  output,  but 
at  a  low  voltage  and  consequently  high  current : 
this  is  necessary  in  order  to  give  normal  voltage 
at  the  other  end  of  the  line,  the  voltage  rising 
with  the  length  of  the  line  from  the  generator. 
This  ma\-  be  an  impossible  case  to  handle 
with  the  generator  alone,  but  it  may  of  course 
be  met  by  the  use  of  some  transforming  ap- 
paratus to  obtain  the  proper  ratio  of  volts 
to  amperes,  or  by  temporarily  changing  the 
connection  of  the  generator.  These  artifices, 
however,  are  subject  to  the  obvious  limita- 
tions of  complicated  switching  and  high 
cost. 

A  scheme  which  has  already  been  used  for 
relieving  the  generator  from  excessive  charg- 
ing current  is  the  use  of  shunt  reactors  across 


112     February,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


the  line,  which  absorb  a  portion  of  the  leading 
charging  current.  For  normal  operation  of 
the  system,  the  reactors  are  switched  off  the 
line.  In  order  to  avoid  severe  line  disturb- 
ances which  are  incident  to  switching  the 
reactors  on  or  off  the  line,  the  use  of  saturated 
core  reactors  has  been  suggested.  These  react- 
ors would  be  designed  with  a  comparatively 
high  reactance.  When  the  cores  are  saturated 
bv   means    of    direct-current  excitation,   the 


reactance  is  reduced  to  a  relatively  low  value, 
thus  permitting  a  share  of  the  charging  cur- 
rent of  the  line  to  be  absorbed.  When  the 
load  is  switched  on  the  line,  the  direct-current 
excitation  would  be  decreased  gradually,  thus 
minimizing  the  voltage  fluctuations.  Whether 
this  device  would  be  practicable  in  an}'  par- 
ticular case  would  have  to  be  determined  by 
a  consideration  of  its  cost  and  of  the  advan- 
tages to  be  gained. 


Synchronous  Motors 

By  W.  T.  Berkshire 
Alternwting-current  Engineering  Dep.\rtment,  Gener.\l  Electric  Company 

Because  it  has  been  the  usual  practice  to  install  induction  motors  wherever  power  was  required  from  an 
alternating-current  circuit,  without  regard  to  their  collective  effect  on  the  power-factor  of  the  circuit,  many 
systems  are  today  operating  at  low  power-factor  and  consequently  low  efficiency.  The  judicious  employment 
of  synchronous  motors  in  combination  with  the  induction  motors  will  correct  the  fault  and  thereby  benefit 
both  the  distributing  companies  and  the  consumers.  For  the  information  of  the  latter,  the  following  article 
describes  the  characteristics  and  qualifications  of  the  synchronous  motor  for  such  applications. — Editor. 


T' 


W.  T    Berkshire 


'HE  desirability  of 
using  the  syn- 
chronous motor  as  a 
synchronous  con- 
denser, and  as  the 
motor  of  a  motor- 
generator  set  or  fre- 
qticncy  converter,  for 
neutralizing  low  pow- 
er-factor has  been 
recognized  for  a  long 
time  by  all  users  of 
electric  power. 

Within  recent  years, 
however,  considerable 
impetus  has  been  given  to  the  general  applica- 
tion of  synchronous  motor  drive  to  all  classes 
of  industr\'  because  of  certain  advantages  it 
has  over  other  forms  of  (Irive.  Heretofore, 
the  induction  motor  has  been  more  generally 
applied  to  all  classes  of  industrial  drive. 

For  various  classes  of  service  the  synchro- 
nous motor  has  several  advantages  over  the 
induction  motor,  the  recognition  of  which 
has  resulted  in  an  ever  increasing  demand  for 
motors  of  the  former  type.  These  advantages 
consist  in  better  efficiency  and  power-factor, 
and,  particularly  for  low-speed  machines,  lower 
first  cost. 

Efficiency 

The  efficieticy  of  the  synchronous  motor  is 
generally  higher  than  that  of  the  induction 
motor  even  when  operating  at  leading  power- 
factors  as  low  as  O.S.    Particularlv  is  this  true 


of  the  more  modem  synchronous  motors 
designed  for  unity  power-factor  operation 
whose  high  efficiency  is  practically  the  same 
from  full  load  to  half  load  and  is  only  slightly 
lower  even  at  one  quarter  load. 

Power-factor 

The  synchronous  motor  can  be  designed  to 
operate  at  either  unity  or  any  leading  power- 
factor,  thus  improving  the  power-factor  of  the 
system.  With  normal  field  excitation  these 
machines  will  continue  to  improve  the  power- 
factor  when  underloaded.  In  this  respect  the 
induction  motor  is  always  at  a  disadvantage; 
its  power-factor  is  always  lagging  and  al- 
though this  power-factor  may  be  high  at 
full  load  it  becomes  rapidly  lower  at  partial 
loads;  consequently  an  underloaded  induction 
motor  further  impairs  the  power-factor  of  a 
system. 

Dependability 

From  the  standpoint  of  dependability  of 
operation,  the  synchronous  motor  has  a 
mechanical  advantage  over  the  induction 
motor  by  reason  of  its  larger  air  gap  which 
varies  from  five  to  eight  times  that  of  the 
induction  motor.  The  operating  character- 
istics of  an  induction  motor  may  be  seriously 
impaired  by  a  slight  change  in  air  gap 
due  to  a  little  wear  in  the  bearings.  Due 
to  the  larger  air  gap  of  the  synchronous 
motor,  the  same  change  on  account  of  bearing 
wear  will  not  materially  affect  its  operating 
characteristics. 


SYNCHRONOUS  MOTORS 


113 


Starting  Ability 

In  making  a  comparison  of  the  relative 
starting  ability  of  normally  designed  squirrel- 
cage  synchronous  and  induction  motors,  the 
following  points  must  be  understood : 

First:  If  a  motor  has  a  high  initial  starting 
torque  it  must  also  have  a  low  pull-in  torque, 
and  vice  versa.  The  high-resistance  squirrel- 
cage  winding,  which  is  required  for  high 
initial  starting  torque,  produces  low  pull-in 
torque;  whereas  the  low-resistance  squirrel- 
cage  winding,  which  is  required  for  high  pull- 
in  torque,  produces  low  initial  starting  torque. 

Second:  The  induction  motor  cannot  use  a 
high-resistance  squirrel-cage  winding  on  ac- 
count of  resulting  high  losses  and  low  effi- 
ciency under  normal  operation. 

Third:  The  synchronous  motor  can  use  a 
high-resistance  squirrel-cage  winding  because, 
when  operating  in  synchronism,  there  is  prac- 
tically no  loss  in  this  winding. 

Therefore  in  cases  where  high  initial  start- 
ing with  reasonablv  low  pull-in  torque  is 
required,  the  synchronous  motor  has  the 
distinct  advantage  that  the  high-resistance 
squirrel-cage  winding,  with  its  accompanying 
high  starting  torque  and  low  kilovolt-ampere 
input,  can  be  utilized. 

In  cases  where  the  required  starting  and 
pull-in  torques  are  about  equal,  but  of  a  com- 
paratively low  value,  the  synchronous  motor 
still  has  the  advantage. 

If,  however,  a  high  pull-in  torque  with  a 
correspondingly  low  starting  torque  is  re- 
quired, then  the  induction  motor  has  a  slight 
advantage. 

There  are  a  few  classes  of  service  requiring 
both  high  initial  starting  and  high  pull-in 
torque.  In  such  cases  the  double  squirrel  cage 
or  other  means  is  used  to  obtain  the  required 
torque;  the  double  squirrel  cage  is  also 
used  on  some  of  the  larger  induction  motors. 
The  starting  of  such  loads  by  the  synchronous 
motor,  however,  is  usually  attended  by  high 
current  being  drawn  from  the  line.  This  is 
often  objectionable  both  from  the  standpoint 
of  the  power  company  and  the  power  con- 
sumer. This  starting  current  can  be  more 
readily  controlled  by  the  use  of  the  slip-ring 
induction  motor,  consequently  this  type  of 
motor  is  better  for  driving  loads  requiring 
both  high  starting  and  pull-in  torque. 

Limitations 

Owing  to  certain  starting  torque  or  speed 
requirements,  there  are  three  classes  of 
service  for  which  the  normally  designed 
synchronous  motor  is  not  suitable  for  direct 


drive.  These  are  tor  service  requiring  the 
motor  to  start  under  full  load;  service  requir- 
ing variable  speed;  and  service  requiring 
frequent  reversals  in  the  direction  of  rota- 
tion or  requiring  frequent  starting  and 
stopping. 

The  first  class  includes  flour  mills,  grain 
elevators,  or  heavy  line  shafting  where  the 
torque  required  to  overcome  the  static  fric- 
tion equals  and  often  exceeds  the  full-load 
torque.  In  such  cases  the  synchronous  motor 
should  be  directly  connected  to  the  shaft . 
through  a  clutch,  thus  permitting  the  starting 
and  synchronizing  of  the  motor  before  the 
load  is  applied. 

Where  the  service  requires  a  variable  speed 
some  mechanical  means  must  be  provided  to 
obtain  such  variation. 

Application 

Sj'nchronous  motors  have  been  successfully 
applied  for  driving  the  following: 

Motor-generator  Sets 

Frequency  Converters 

Air  Compressors 

Ammonia  Compressors 

Pulp  Grinders 

Jordans 

Stone  Crushers 

Centrifugal  Pumps 

Plunger  Pumps 

Screw  Pumps 

Blowers 

Fans 

Convevors 

Tube  Mills 

Flour  Mills 

Rubber  Mills 

Cement  Mills 

Line  Shafting 

Steel  and  Copper  Rolls   and 

For  Operationg  and  Synchronous  Condensers 

During  the  year  1918  alone,  the  General 
Electric  Company  built  over  500  synchronous 
motors  for  various  classes  of  service,  having  an 
aggregate  capacity  of  over  300,000  horse 
power.  This  number  does  not  include  a  large 
number  of  synchronous  condensers.  Of  this 
number  over  200  motors,  having  an  aggregate 
capacity  of  more  than  90,000  horse  power,  were 
built  for  air  compressor  drive  alone. 

The  study  of  the  synchronous  motor,  with 
particular  reference  to  its  application  to 
various  forms  of  industrial  drive,  has  resulted 
in  many  improvements  in  design  that  have 
increased  the  efficiency  of  the  starting  ele- 
ments, thus  widening  the  field  of  application. 

Inasmuch  as  the  torque  required  at  starting 
and  pull-in  varies  with  the  class  of  service, 
whether  it  be  for  driving  an  air  or  ammonia 
compressor,    pump,    cnisher,    grinder,    line- 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


SYNCHRONOUS  .MOTORS 


shattin^',  motor-generator,  etc..  great  care  is 
given  to  the  design  of  each  motor  in  order  that 
these  various  requircm.ents  may  be  fully  met 
in  each  ]iarticular  case. 

The  squirrel-cage  winding,  in  each  case,  is 
\-ery  carefully  designed,  both  as  to  the  ma- 
terials used  and  their  mechanical  arrange- 
ment, to  meet  the  starting  torque  require- 
ment for  the  class  of  sen-ice  for  which  the 
motor  is  to  be  used. 

The  use  of  a  fractional  instead  of  an  in- 
tegral number  of  stator  slots  per  pole  in  the 
design  of  synchronous  motors  eliminates  the 
possibility  of  dead  points  during  starting. 
It  furthermore  insures  the  maximum  obtain- 
able starting  torque  for  every  position  of 
the  rotor;  i.e.,  the  torque  will  not  be  low  for 
one  position  of  the  rotor  and  high  for  another, 
but  will  be  uniform  and  a  maximum. 

Torque 

The  solid  curve  in  Fig.  5  represents  the 
torque  required  during  the  starting  of  the 
average  synchronous  condenser,  motor-gen- 
erator set.  or  frequency  converter.  The 
dotted  cur\-e  represents  the  torque  developed 
by  a  synchronous  motor  normally  designed 
for  this  ser\nce  when  starting  at  reduced 
voltage  from  a  compensator  as  an  induction 
motor,  i.e.,  with  no  excitation  on  the  field. 
Similarly  Fig.  6  shows,  by  a  solid  cur\-e,  the 
torque  required  bv  an  average  centrifugal 
pump  or  blower  during  starting,  the  dotted 
cur\-e  again  representing  the  torque  developed 
by  the  synchronous  motor  normally  designed 
particularly  for  this  type  of  service.  The 
shifting  of  the  m.aximum  torque  point  of  the 
motor  to  different  positions  during  starting, 
as  required  by  the  various  classes  of  ser\nce, 
is  accomplished  by  proper  design  as  already 
described. 


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s                                "'"^'^^ 

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10        10       30      4€       50        60       70       30       90      100 

Per  cent  Si^nchronism 

Fig.  5.     Dotted  Curve  Represents  the  Starting  Torque  of  a 

Synchronous  Motor  Designed  for  Starting  Torque 

Service  Represented  by  the  Full  Curve 

Referring  again  to  Figs.  5  and  6,  it  will  be 
noted  that  in  one  case  the  maximum  torque 
required  occurs  near  the  initial  start;  in  the 
other,  it  occurs  near  the  synchronous  speed. 
It  will  be  further  noted  that  there  is  a  point 


where  the  curve  representing  the  torque 
de\-cloped  by  the  motor  crosses  that  of  the 
required  torque.  It  is  at  this  jjoint  that  the 
machine  reaches  constant  speed  when  operat- 
ing as  an  induction  motor.  This  point 
usually  comes  at  approximately  95  per  cent 


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Per  cent  Sunchrvntsm 

Fig.  6.     Curves  Corresponding  to  Those  in  Fig.  5,  but 
Applying  to  a  Load  of  Different  Character 

synchronous  speed  and  it  is  here  that  the 
field  excitation  is  applied,  the  motor  thrown 
from  the  compensator  directly  on  the  line 
and  the  load  pulled  into  synchronous  speed; 
i.e.,  it  is  at  this  point  that  the  motor  begins 
to  operate  as  a  synchronous  instead  of  an 
induction  machine. 

The  torque  cun-es  shown  in  Figs.  1  and  2 
are  representative  of  those  of  the  various 
loads  to  which  synchronous  motors  are  direct 
connected  or  direct  coupled.  For  properly 
by-passed  air  and  ammonia  compressors,  the 
starting  torque  varies  from  l.j  to  3.5  per  cent 
and  pull-in  torque  from  15  to  25  per  cent. 
Some  classes  of  pumps  may  also  have  similar 
starting  characteristics.  A  pulp  grinder  may 
require  a  starting  torque  varying  from  30 
to  60  or  70  per  cent  of  normal,  the  pull-in 
torque  being  approximately  15  to  25  per  cent. 
All  these  starting  requirements  can  be  m_et 
with  normally  designed  synchronous  motors, 
starting  at  reduced  voltage  from  a  tap  on  the 
starting  compensator. 

For  special  sen-ice,  synchronous  motors 
have  been  built  to  develop  150  per  cent 
normal  torque  at  start  and  75  per  cent  at 
pull-in,  but  such  motors  are  of  abnorm.al 
design. 

Pull-out  or  Break-down  Torque 

The  "pull-out"  torque  is  an  important 
factor  in  a  synchronous  motor.      It  \-aries  in 


116     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


SYNCHRONOUS  MOTORS 


Ii; 


different  motors,  of  normal  design,  from  150 
to  300  per  cent  of  normal  torque,  depending 
on  the  particular  class  of  service  to  which 
the  motors  are  applied.  Statements  regard- 
ing the  pull-out  torque  developed  by  a  motor 
based  on  formula  instead  of  fact  may  lead 
into  difficulty  where  high  pull-out  torque 
is  required.  It  is  important,  therefore,  that 
the  method  of  determining  this  torque  should 
be  understood. 

This  torque  can  be  easily  determined  from 
standard  test  curves.  In  Fig.  1 1  are  shown  the 
no-load  saturation  curve  and  short-circuit 
characteristics;  i.e.,  the  "synchronous  im- 
pedance" curve  of  a  three-phase  synchronous 
motor.  The  power  delivered  by  the  three- 
phase  motor  at  "break-down;"  i.e.,  the  pull- 
out  capacity  at  any  terminal  voltage  e  and 
any  field  current  /  is  approximately 


P  max  = 


\/  3  e  to 
1000 


kilowatts 


where  to  is  the  current  per  armature  terminal 
corresponding  to  field  current  /  on  the  syn- 
chronousimpedance  curve.  Therefore,  the  pull- 
out  capacity  varies  directly  as  the  terininal  volt- 
age and  also  directly  as  the  field  excitation. 

It  follows  that  at  a  constant  normal  terminal 
voltage  E„  and  a  field  excitation  Fi  which  cor- 
responds to  normal  armature  current  7„  on  the 
synchronous  impedance  curve,  the  pull-out  ca- 
pacity will  be  in  kilowatts  numerically  equal  to 
the  normal  kilovolt-ampere  rating. 

Hence  if  Fa  is  the  full-load  excitation,  the 
pull-out  capacity  for  this  excitation  will  be 


V  3  E„  Iq 
1000 


that  is,  it  is  equal  to 


~  =—  times  normal  kv-a.  rating. 

In        rx 

F 
The  short-circuit  ratio  is  A  =^^  where 

Fi 

F  =  field  current  corresponding  to  normal 
voltage  on  the  saturation  curve  and 

Fi  =  field  current  corresponding  to  normal 
armature  current  on  the  synchronous 
impedance  curve. 

F2  =  Fi\/l-|-/l^  for  1.0  power-factor  or 


=  F,\/l  +  1.3  7v -f  1.2  /v2  (approximately) 
for  O.S  power-factor  leading. 

Therefore   if   the   short-circuit   ratio   K   is 
known,    the    pull-out    capacity    in   kilowatts 


is  approximately  equal  to  the  rated  kilovolt- 
ampcrcs  multiplied  by 

Vl-fA.'^  for  a  unity,   or    1.0   power- factor 
motor  or  by 

Vl-f  1.3  A'-f-1.2  A'-  for  a  O.S  jiower-factor 
motor. 


\/ 

4|---- 

Fig.  U. 


r,     r     /> 
Saturation  and  Synchronous  Impedance  Curves 


For  example,  a  200-kv-a.  synchronous 
motor  having  a  short-circuit  ratio  of  1.41 
would  have  a  pull-out  capacity  of 

200 X\/l-l- 1.412  =  200X1.73  =  347  ^^^ 

If  this  were  a  200-kv-a.  0.8  p-f.  motor  its 
jJuU-out  capacity  would  be 

200X^1-1-1.3X1.41-1-1.2X1.412  =  200X2.29 
=  458  kw.  While  this  method  is  approxi- 
mate, its  results  are  sufficiently  accurate  for 
checking  pull-out  torque  guarantees. 

The  following  fonnula,  which  may  also 
be  used  in  determining  the  pull-out  torque,  is 
slightly  more  accurate,  providing  it  is  correctly 
applied,  but  it  is  more  complicated.  The  pull- 
out  torque  in  "synchronous  watts"  is 


< 


E"-  cos\  mf-tair 


£. 


—  ian  ''—  I  where 


> 


X  =  synchronous  reactance   per  leg   of  the 
armature  winding 

R  =  resistance  per  leg  of  the  armature  winding 
Z=  VF2-|-A'2  =  synchionous  impedance 
£i  =  applied  voltage  per  leg  of   the  arma- 
ture winding 

£2  =  nominal   e.m.f.    per  leg   of   the   arma- 
ture winding. 


US     February.  Hi2  ) 


GEXERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xn.  2 


•=  u 


S  i 


E  < 

c    . 


QS 


£  = 


SYNCHRONOUS  MOTORS 


11<» 


By  an  incorrect  use  of  this  formula,  the  self- 
inductive  or  leakage  reactance  of  the  armature 
may  be  substituted  for  the  value  of  .Y,  instead 
of  the  synchronous  reactance,  and  the  pull- 
out  torque  may  therefore  appear  to  be  from 
400  to  500  per  cent  when  it  really  is  only 
from  125  to  150  per  cent  of  normal  torque, 
since  the  value  of  the  synchronous  reactance 
is  usvially  from  four  to  fi\-e  times  that  of  the 
leakage  reactance. 

Unnecessarily  hi^h  pull-out  torque  is  not 
desirable  as  it  usually  impairs  other  operating 
characteristics  of  the  motor. 

Power-Factor 

The  disadvantaj^es  of  low  power-factor  are 
generally  known  to  most  users  of  electric 
power.  Low  power-factor  means  unneces- 
sarily large  and  more  expensive  generators  and 
exciters  with  poor  efficiency  due  to  increased 
losses,  increased  cost  of  station,  transforming 
and  switching  cquijjment,  and  increased  cost  of 
transmission  line  and  distributing  transform.- 
ers.  Furtherm.ore,  it  may  mean  underloaded 
prime  movers  with  decreased  prime-mover 
efficiency.  It  results  in  poor  voltage  regula- 
tion. Because  of  these  disadvantages,  power 
companies  are  already  beginning  to  charge 
higher  power  rates  where  the  power-factor 
of  the  consumer's  circuit  is  lower  than  a 
certain  limit,  consequently  low  power-factor 
means  increased  m..otor  operating  costs. 

Low  power-factor  is  due  to  the  lagging  cur- 
rent drawn  from  the  line  by  inductive  loads 
such  as  induction  motors,  series  and  multiple 
arc  lamps,  or  even  transformers  sujjplying  in- 
candescent lamps. 

For  any  given  mechanical  load  on  a  syn- 
chronous motor  the  current  in  the  armature 
is  a  minimum  at  a  certain  field  excitation, 
this  current  being  neither  lagging  nor  leading, 
and  the  motor  constitutes  a  unity  power- 
factor  load  on  the  line.  In  this  case  all  the 
current  in  the  motor  is  energy  current  whose 
function  is  to  drive  the  load  and  supply  the 
losses  of  the  motor.  Now,  if  the  field  excita- 
tion is  increased  the  motor  will  take  a  leading 
current  from  the  line.  This  leading  current 
may  be  separated  into  two  components:  first, 
an  energy  component  as  described,  and, 
second,  a  magnetizing  current;  i.e.,  a  current 
that  tends  to  magnetize  the  generator  fields 
and  is  the  so-called  "wattless  leading  compon- 
ent." This  wattless  leading  component  of  the 
synchronous  motor  may  be  used  to  neutralize 
an  equal  amount  of  wattless  lagging  ■  com- 
ponent clue  to  induction  load  on  the  system. 
The  excitation  mav  be  further  increased  until 


the  motor  current  consists  almost  wholly  o 
the  wattless  leading  component;  the  energy 
component  being  only  sufficient  to  supply  the 
losses  of  the  motor,  none  being  available  for 
driving  mechanical  load.  The  m.otor  is  then 
operating  purely  as  a  synchronous  condenser. 


Fig.  16.      Diagram  showing  the  Improvement  in  Power-factor 
by  the  Addition  of  a  1000-kw.  Unity  Power-factor  Motor 

Imjjrovement  in  power-factor  can,  there- 
fore, be  effected  by  the  a^jplication  of  the 
synchronous  machine  in  either  one  of  three 
ways: 

(a)  As  a  unity  power-factor  m.otor;  i.e.,  all 
the  input  being  used  for  energy. 

(b)  As  a  power-factor  motor;  i.e.,  part  of  the 
input  being  used  for  energy  and  part  for 
furnishing  wattless  leading  current  to  the 
line. 

c)  As  a  synchronous  condenser;  i.e.,  all  the 
input  being  used  to  supply  wattless  leading 
current  to  the  line. 

The  following  are  examples  of  each  of  these 
uses : 

Assume  a  load  of  1200  kw.  at  0.(5  p-f.  or 
2000  kv-a.  What  will  be  the  effect  of  adding  a 
1000-kv-a.  synchronous  motor  to  the  system 
(a),  at  unity  power-factor;  (h)  at,  say,  O.S 
power-factor,  and  (c)  at  zero  power-factor, 
i.e.,  as  a  synchronous  condenser?' 

(a)     As  a  Unity  Power-factor  Motor 

Referring  to  Fig.  10,  the  initial  load  of  1200 
kw.  at  0.6  p-f.  is  represented  by  the  line  AC, 

the  kv-a.  being    ,7,,  =  2000  represented  bv  the 
O.u 

line  AB. 

The  wattless  lagging  kilovolt-amperes  rep- 
resented by 

BC  =  \/AB^-Aa  =  \/2()00=  - 12002  =  1600  kv-a. 
Now  by   adding  a    l()()0-kv-a.    1.0   p-f.   load. 


120     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


represented  by  the  line  CD,  the  total   load 

becomes 

AC+CD  =  AD  or  1200  +  1000  =  2200. 

The  wattless  lagging  kilovolt-amperes  remain 

unchanged;  i.e.,  1600  k\--&.=BC  =  DF.     The 

total  kilovolt-amperes  required,  therefore,  to 

deliver  2200  kw.  energy  load  will  be 

\/ A D'-+DI^  =  V 2200'- +  1600^  =  27 20  kv-a. : 

■^200 
and  the  new  power-factor  will  be  ^hrr,-,  =0.S1. 

2 1  20 

With  the  addition  of  this  unity  power-factor 
motor  it  will  be  noted  that  two  important 
things  are  accomplished,  viz: 

First,  the  power-factor  is  raised  from  0.6  to 
0.81.  Second,  the  energy  load  has  been  in- 
creased from  1200  to  2200  kw.,  or  83^2  per  cent, 


the  wattless  lagging  kilovolt-amperes  =  1000; 

and   the  total  kilovolt-amperes  required   to 

carr\-  this  load  will  be 

AF  =  \/aD--^DF^  =  \/2000= -1-1000=  =  223.5  kv-a. 

The  new  power-factor,  after  the  motor  is 

9000 
added,  will  then  be  ^;^—  =  0.895  instead  of  0.6. 

It  will  be  noted  also  that  the  energ\-  load 
has  been  increased  66^  per  cent  with  an  in- 
crease of  only  11^4  per  cent  in  the  generator 
capacity. 

(c)     As  a  Zero  Power-factor  Motor;  i.e.,  a  Syn- 
chronous Condenser 
In  this  case  the  problem  is:     How  much 
will   the  power-factor  of  the  system  be  in- 


Fig.  17.      Diagram  showing  the  Improvement  in 

Power-factor  by  the  Addition  of  a  1000-kv-a. 

0  8  Power-factor  Motor 


/^JffHW. 


Fig    18.    Diagram  showing  the  Improvement  in  Power-factor 

by  the  Addition  of  a  Zero  Power-factor  Motor 

or  Synchronous  Condenser 


with  an  increase  of  only  36  per  cent  in  the  gen- 
erator capacity;  i.e.,  from  2000  to  2720  kv-a. 
(6)     As  a  0.8  Power-factor  Motor 

Referring  to  Fig.  17,  the  lines  .4C,  AB,  and 
BC  represent  the  initial  energi,-  load,  total 
kilovolt-amperes,  and  wattless  lagging  kilo- 
volt-amperes respectively  the  same  as  in  Fig. 
16.  A  lOOO-kv-a.,  0.8  p-f.  motor  is  now  to  be 
added  to  the  system.  This  motor  will  deliver 
1000X0.8  =  800  kw.  energy  load  represented 
by  the  line  MF  =  CD.  It  will  also  deliver  a 
wattless    leading    kilovolt-ampcre    equal    to 

BM  =  x/bF'-MP  =  \/l000=-800-  =  600 . 
This  600  wattless  leading  kilovolt-ampere 
will  neutralize  an  equal  amount  of  the  1600 
wattless  lagging  kilovolt-amperes  so  that  the 
wattless  lagging  kilovolt-amperes  after  the 
motor  is  added  will  be 

DF  =  BC-  BM  =  KiOO -  600  =  1000  kv-a. 

The  energy  load  will  then  be 
AD  =  AC+CD  =  1200 -f  800  =  2000  kw. ; 


creased  by  the  addition  of  a  1000-kv-a. 
synchronous  condenser,  it  being  the  intention 
to  keep  the  same  energy  load  ?  Fig.  IS,  as  Fig. 
16  and  17,  again  shows  the  initial  energy  load, 
total  kilovolt-amperes,  and  wattless  lag^ging 
kilovolt-amperes  by  the  lines  AC,  AB,  and 
BC.  The  1000-kv-a.  synchronous  condenser 
(neglecting  the  energy  required  to  supply  its 
losses  which  may  be  only  3  or  4  per  cent)  will 
supply  1000  wattless  leading  kilovolt-amperes 
=  BM.  The  total  wattless  lagging  kilovolt- 
amperes  will  then  become  BC—BSI  =  CM  or 
1600-  1000  =  OOO  kv-a.  and  the  total  kilovolt- 
amperes  required  to  carry  the  same  load  will 

become  

\/AB'-\-CM^  =  AM  or  \  1200«-f-600'  =  i:Ml.6  kv-a. 

The  new  power-factor  will   then   be   ,  " ,  ^. 

1341.0 

=  0.80.5. 

Not  only  is  the  power-factor  increased  from 

0.()  to  0.89.5,  but  it  will  be  noted  that,  by  the 


SYNCHRONOUS  MOTORS 


121 


addition  of  this  synchronous  condenser,  a 
generator  of  only  about  two  thirds  the  former 
capacity  is  required  to  carry  the  energy  load 
with  a  corresponding  reduction  in  the  ca- 
pacity of  all  transforming  and  switching  equip- 
ment, transmission  lines,  and  exciters. 

Unity  Power-factor  (1.0  p-f.)  Synchronous  Motor 

Particular  attention  is  drawn  to  the  fact 
that  the  highest  efficiency,  in  the  driving  of 
mechanical  loads,  can  be  obtained  by  the  use 
of  the  unity  power-factor  motor.  It  requires 
less  exciter  capacity  and  has  a  considerably 
lower  cost  than  a  synchronous  motor  designed 
to  operate  at  leading  power-factors.  Such  a 
motor,  of  course,  constitutes  a  non-inductive 
load  on  the  line  (i.e.,  it  does  not  furnish  any 
wattless  leading  kilovolt-amperes  when  oper- 
ating at  full  load),  but  as  shown  in  Fig.  16,  it 
does  improve  the  power-factor  of  the  system 
to  a  considerable  extent.  If,  however,  it  is 
under-loaded,  with  full-load  excitation  on  the 
field,  it  always  operates  at  a  leading  power- 
factor  furnishing  a  certain  amount  of  wattless 
leading  kilovolt-amperes  to  the  line  depending 
on  the  degree  of  underloading.  Fig.  19  shows 
the  leading  power-factor  at  which  a  nonnally 
designed  unity  power-factor  synchronous 
motor  will  operate  at  partial  loads  with  the 
normal  full-load  field  excitation  constantly 
maintained.  It  will  be  noted  that  at  50  per 
cent  of  the  normal  kilovolt-amperes  input  the 
machine  will  operate  at  0.73  p-f.  leading,  and 
at  about  33  per  cent  normal  kilovolt-amperes 
input  it  will  operate  at  zero  power-factor;  i.e., 
purely  as  a  synchronous  condenser.  In  the 
average  motor  this  value  of  kilovolt-amperes 
input  at  zero  power-factor  will  vary  from  20 
to  33  per  cent. 

Flywheel  Effect 

Sjmchronous  motors  driving  air  or  ammonia 
compressors  or  other  reciprocating  apparatus 
embody,  in  the  most  essential  respects,  the 
same  factors  as  engine-driven  generators,  so 
far  as  synchronous  operation  is  concerned. 
Whether  a  synchronous  machine  is  operating 
as  a  generator  or  motor,  it  behaves  in  the  same 
manner  as  regards  stability.  That  is,  if  its 
rotor  is  pushed  or  pulled  away  from  the  stable 
position  in  rotation — whether  this  be  at  no 
load  or  full  load — there  is  a  force  opposing 

*  A  complete  discussion  of  this  phase  of  the  subject  is  given  in 
the  article,  "Oscillating  Frequency  of  Two  Dissimilar  Synchro- 
nous Machines,"  by  R.  E.  Doherty,  in  this  issue. 


such  displacement  that  is  practically  propor- 
tional to  the  displacement.  Hence,  if  a  vari- 
able torque  is  imposed  upon  the  shaft,  either 
positive  or  negative;  i.e.,  either  generator  or 
motor  operation,  there  will  exist  the  tendency 
toward  instability. 


1 — 

7.0 

— 

^ 

^ 

' — ' 

' 

0.9 

^ 

.^ 

/ 

0.8 

/ 

/ 

0.7 

— 

-■ 

-- 

■- 

--1 

-■ 

-- 

■- 

-- 

7 

,/ 

V- 

ko.6 

/ 

/ 

%'■> 

/ 

1.0.4 

0.3 

1 

0.2 

0.1 

0        10      20     JO      40     SO      60      70      SO     90     100 
■Per  cent  Nor  ma  J  MVA .  Inpu  t 

Fig.  19.     Curve  showing  the  Leading  Power-factor  at  Which  a 

Normally  Designed  Unity  Power-factor  Motor  Will 

Operate  at  Partial  Load  with  Normal 

Full-load  Field  Excitation 


Now,  the  air  or  ammonia  compressor  is  a 
reciprocating  machine  of  relatively  large  mass, 
and  therefore  has  a  turning  effort  curve  which 
in  a  general  way  resembles  that  of  reciprocat- 
ing engines.  The  variations  are  periodic  and 
of  sufficient  magnitude  to  cause  the  motor 
to  oscillate  if  proper  precautions  are  not 
taken. 

The  precautions  consist  in  the  use  of  fly- 
wheel weight  stifficient  to  limit  the  periodic 
angular  deviation  to  33^^  electrical  degrees,  in 
either  direction  from  the  position  of  uniform 
rotation,  and  to  fix  the  natural  oscillating  fre- 
quency at  a  safe  distance  from  the  frequency 
of  the  forced  impulses  of  the  compressor.  The 
two  most  important  impulses  have  frequencies 
equal  to  the  revolutions  and  to  the  strokes  of 
the  compressor  and  it  is  considered  desirable 
to  keep  the  natural  frequency  of  the  motor 
away  from  the  revolutions  or  strokes  by  20 
per  cent.* 


122     February.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


Magnetomotive-force  Diagram  of  the 
Synchronous  Motor 

By  E.  S.  Henningsen 
Alternatixg-cirrent  Engineering  Department,  General  Electric  Company 

The  author  shows  that  the  magnetomotive-force  diagram  of  the  synchronous  motor  can  be  used  to 
quickly  determine,  with  a  sufficient  degree  of  accuracy  for  most  cases,  the  operating  characteristics  of  a  given 
machine;  for  instance,  the  excitation  required  for  any  load,  the  phase  characteristic  curves,  the  pull-oat 
torque  and  the  wattless  component  for  any  excitation.  The  light  errors  in  the  method  are  due  to  the  fact 
that  the  saturation  curve  is  assumed  to  be  a  straight  line.  A  concrete  case  is  assumed  as  an  example,  and 
the  method  of  applying  the  diagram  to  the  determination  of  the  several  characteristics  is  worked  out  for 
illustration. — Editor. 


ALL  of  the  operat- 
ing characteris- 
tics of  a  synchronous 
motor  that  can  be 
determined  from  the 
complete  excitation 
calculation  can  also 
be  determined  with 
reasonable  accuracy, 
and  in  a  fraction  of 
the  time,  from  the 
m  agnetomotive  -  force 
diagram.       That     is, 

E.  S    Henningsen  kuOWitlg    thC   field   CX- 

citation  required  for 
norm.al  voltage  open  circuit  and  that  for 
normal  current  on  short  circuit,  we  can  at 
once  determine  approximately  the  excitation 
required  for  any  load,  the  phase  characteristic 


3C  40 

Field  Amperes 
Fig    1.      Saturation  and  Synchronous  Impeiance  Curves 
Arm.aturc  Reaction     =  17!)()  ampere  turns 
Armature  Reactance  =17.2  per  cent 
Armature  Resistance  =    1.0  per  cent 
Field  Turns  =220 


cunes,  the  break  out  capacity,  and  the 
wattless  kilovolt-amperes  for  any  excitation 
by  combining  these  values  in  the  proper 
phase  relation.  The  method  is  of  course  not 
exact,  since  it  assumes  that  the  saturation 
curve  is  a  straight  line.      Its  inaccuracy  there- 


Fig.  2.     Excitation  Diagram,  Unity  Power-factor 

fore  \'aries  on  different  machines  depending 
upon  the  reactance  and  degree  of  saturation. 
However,  the  magnetomotive-force  diagram 
is  a  very  useful  tool  because  of  the  case  and 
speed  with  which  the  various  characteristics 
can  be  obtained. 

For  cxam])le.  consider  the  field  excitation 
required  at  unity  and  also  at  O.S  p.-f.  leading 
by  a  125-kv-a.  motor,  the  saturation  and 
synchronous  imjiedance  curves  of  which  are 
given  in  Fig.  1 .  This  also  gives  the  reactance, 
armature  reaction  and  resistance,  and  field 
turns  so  that  the  complete  excitation  diagram 
as  well  as  the  magnetomotive- force  diagram 
may  be  constructed. 

Fig.  2  shows  the  excitation  diagram  for 
unity  power-factor.  The  line  current  is  /.  the 
temiinal  voltage  E,  the  internal  induced  volt- 
age E,  and  the  angle  between  /  and  E.\  is  ^i. 
From  inspection  Ei  =  [E  —  Ir)+jlx 
where  Ir  is  the  resistance  drop  and  Ix  the 
self-inductive  reactance  drop  through  tlie 
armature  windings.  To  produce  the  temiinal 
\oltage  E  requires  a  flux  <p  and  a  field  exci- 
tation F.     The  internal  voltage  /ti  requires  a 


MAGNETOMOTIVE-FORCE   DIACRAM  OF  THE  SYNCHRONOUS  MOTOR     123 


liux  0,  and  field  excitation  Fi.  This  field 
excitation  (Fi)  can  be  obtained  from  the 
saturation  cun^e  corresponding  to  the  A-oltage 
/ii.  The  armature  reaction  ampere-turns  is 
.4.  Hence  the  full-load  excitation  Fo  =  (-4  cos  di) 
+j  {Fi  +  A  sinei).  Calculating  Fo  from  the 
data  given  in  Fig.  1  gives  47.50  ampere-turns. 


■3.. 


No  load  Nor  ma  J  Vo/taqe  A  t 


Fig   3.     Magnetomotive-force  Diagram, 
Unity  Power-factor 


of  the  line  current  I  by  the  angled.  Calculat- 
ing Fq  for  cos  8  =  0.8  gives  the  load  excitation 
as  6240  ampere-turn's.  Fig.  5  gives  the 
magnetomotive-force  diagram  for  the  same 
condition,  .45.  The  synchronous  impedance 
ampqre-turns,  AB,  has  the  same  value  as  in 
Fig.  .3,  but   is   of   course  di.splaced    from  its 


No  Load  Normal  VoJta^e  AT.  A 


Fig.  5. 


Magnetomotive-force  Diagram, 
Power-factor  =Cos  t) 


Fig.  o  shows  the  magnetomotive-force 
diagram  for  unity  power-factor  load.  Since 
increased  saturation  under  load  is  to  be 
neglected  in  the  m-agnetom.otive-force  dia- 
gram, it  is  not  necessary  to  separate  the 
synchronous  impedance  into  armature  self- 
inductive  reactance  (which  is  treated  as  a 
voltage  in  the  excitation  diagram)  and  arm- 
ature reaction.  The  field  excitation  required 
for  normal  voltage  open  circuit  is  0.4,  the 
field  excitation  for  normal  current  from  the 
synchronous  impedance  test  is  AB.  and  the 
field  excitation  for  full  load  is  OB.  Con- 
structing the  diagram  from,  the  data  given 
in  Fig.  1  shows  OB  to  be  4740  ampere-turns 
or  practically  the  same  as  the  excitation 
calculation.  This  is  to  be  expected  of  course 
because  the  increase  in  saturation  under  load 
is  slight  for  unity  power-factor  and  the 
magnetomotive-force  diagram  diff'ers  from  the 


Fig.  4.      Excitation  Diagram.  Power-factor  =Cos  (? 

excitation  diagram  only  in  the  neglect  of  this 
factor. 

Fig.  4  shows  the  excitation  diagram  for 
normal  kilovolt-amperes  at  a  power-factor  of 
cos  6.  The  vectors  are  the  same  as  in  Fig.  2, 
except  that  the  term.inal  voltage  E  is  ahead 


Fig    6-      Magnetomotive-force  Diagram  for 
Load  Phase  Characteristics 


unity  power-factor  position  in  Fig.  2  by  the 
angle  cos~^  =  0.8.  Solving  the  triangle  of 
Fig.  5  by  graphical  construction,  using  the 
values  from.  Fig.  1.  gives  F,j  =  .5,s40  ampere- 
turns  or  about  seven  ]3er  cent  less  than  by 
the  excitation  calculation.  For  normal  kilo- 
\'olt-amperes  zero  power-factor,  the  excitation 
required  is  G940  ampere-turns  by  the  excita- 
tion diagram,  and  (i450  ampere-turns  by  the 
magnetomotive-force  diagram.  A  very  close 
approxim.ation  can  therefore  be  obtained 
if,  when  constructing  the  magnetom.otive- 
force  diagram  for  leading  power-factors,  the 
ampere-turns  required  for  normal  voltage  no 
load  are  increased  from  10  to  l.i  per  cent  to 
allow  for  increased  saturation. 

To  obtain  the  phase  characteristic  cur\'es  o  f 
a  synchronous  motor,  it  is  only  necessary  to 
construct  a  m.agnetomotive-force  diagram 
such  as  is  shown  in  Fig.  (i.  The  field  excitation 
required  for  no-load  norm^al  voltage  from  the 
saturation  curs'e  is  0.4.  The  synchronous 
impedance  ampere-turns  corresponding  to 
the  line  current  at  unity  power-factor  is  AB 
for  the  load  considered.  The  required  field 
excitation  is  then  OB.  .^t  any  other  value  of 
field  current  such  as  OC  the  line  current  is 
AC/AB  times  the  current  corresponding  to 
AB.  Values  of  field  less  than  OB  mean  an 
underexcited   motor,    therefore  lagging   arm- 


124     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


ature  current,  and  values  greater  than  OB, 
leading  current. 

Fig.  6  also  gives  values  of  wattless  kilovolt- 
amperes  available  for  power-factor  correction. 
For  instance,  suppose  AB  represents  the 
synchronous     impedance     ampere-turns     for 


Fig.  7.     Magnetomotive-force  Diagram,  Constant  Field 
Excitation,  Increasing  Load 


normal  load  unity  power-factor  armature 
current,  and  that  the  field  excitation  on  the 
motor  is  OD.  There  will  then  be  a  leading 
wattless  current  in  the  armature  equal  to 
DB/AB  times  normal.  Or  looked  at  another 
way,  if  OD  is  the  total  field  excitation,  and  0.4 
the  field  excitation  corresponding  to  no-load 
normal  voltage,  the  resultant  AD  must  be 
balanced  by  a  current  in  the  armature  large 
enough  to  require  the  field  excitation  AD  to 
force  it  through  the  synchronous  impedance. 
Hence,  by  finding  the  armature  current  cor- 
responding to  the  field  excitation  AD  on  the 
synchronous  impedance  cur\'e,  and  measuring 
the  angle  d,  cosine  of  which  is  the  power- 
factor,  the  wattless  kilovolt-ampercs  can  be 
determined. 

There  are  several  methods  of  determing  the 
break-out  capacity  of  a  synchronous  motor; 


i.e.,  the  load  at  which  the  motor  will  breaJc 
out  of  synchronism.  There  is  but  a  single 
principle  however;  viz.,  that  a  synchronous 
motor  drops  out  of  step  when  the  watt-com- 
ponent of  the  synchronous  impedance  ampere- 
turns  equals  the  ampere-tums  on  the  field. 
Neglecting  saturation,  the  break-out  capacity 
varies  directly  with  the  field  excitation.  Fig.  7 
shows  the  magnetomotive-force  diagram, 
assuming  constant  excitation  and  var\'ing 
load  until  the  break-out  point  is  reached. 
The  full-load  unity  power-factor  diagram  is 
OAB  identical  with  Fig,  3,  If  we  assume  the 
field  excitation  to  be  constant,  Fo  must  for 
any  load  terminate  in  the  arc  FDB  of  radius 
OB.  Suppose  the  watt  load  to  be  doubled. 
Then  the  watt-component  of  the  synchronous 
impedance  ampere-tums,  which  was  AB  for 
normal  load,  becomes  .4C  =  2  ^4JS  for  double 
load.  Since  Fo  is  constant  there  must  be 
a  wattless  component  of  current  corresponding 
to  DC,  or  the  magnetomotive-force  diagram 
becomes  OAD  and  the  power-factor  cos  0. 
Since  by  inspection,  OD,  the  field  ampere- 
tums  is  greater  than  .4C  the  watt-component 
of  the  synchronous  impedance  ampere-tums, 
the  motor  will  still  sta>'  in  step  according  to 
the  principle  stated  above.  If  now  the  watt 
load  is  still  further  increased  until  the  watt 
component  of  the  synchronous  impedance 
ampere-turns  equals  AE,  the  motor  will 
break-out  of  step,  because  at  this  point  AE 
equals  the  field  excitation  OF.  The  power- 
factor  at  break-out  is  cos  0.  lagging,  and  the 
wattless  component  of  armature  current  is 
proportional  to  EF.  The  value  of  load  in 
kilowatts  at  which  break -out  occurs  is  AE/AB 
times  normal  load.  The  motor  kilovolt- 
amperes  at  break-out  is  the  kilowatts  break- 
out load  divided  by  cos  6.  Apphnng  this 
diagram  to  the  motor  previously  considered 
gives  the  break -out  capacity  to  be  250  kw.  and 
the  power-factor  0,70  lagging. 


125 


Oscillating  Frequency  of  Two  Dissimilar 
Synchronous  Machines 

By  R.  E.  DoHERTY 

Alternating-current  Engineering  Department,  General  Electric  Company 

In  operating  two  or  more  alternating-current  generators  driven  by  reciprocating  engines  it  is  important 
to  avoid  a  condition  that  will  produce  "hunting,"  or  a  periodic  oscillation  of  the  revolving  elements  ahead  of 
and  behind  the  normal  position.  In  cases  where  the  natural  oscillating  frequency  of  the  alternator  is  near  the 
periodic  variation  in  the  torque  of  the  driving  engine,  hunting  may  occur  in  such  proportion  as  to  throw  the 
generators  out  of  phase,  or  produce  violent  flickering  of  lamps  or  other  trouble  on  the  circuit.  In  a  previous 
article  published  in  this  magazine  the  author  discusses  parallel  operation  of  similar  alternators  with  respect 
to  hunting,  and  in  the  present  article  extends  the  discussion  to  parallel  operation  of  two  dissimilar  alterna- 
tors.— Editor. 

F  =  oscillations  per  minute 
A'  =  r.p.m. 
/  =  electrical  frequency,  cycles  per  second 

^=fantrvr   rl^npnrlincr  nnnn    thf 


'  I  'HE  natural  oscil- 
-■-  lating  frequency 
of  a  synchronous 
machine  is  like  the 
oscillating  frequency 
of  a  pendulum,  or  of  a 
weight  suspended  by  a 
spring,  in  this  respect : 
if  the  rotor  of  the 
machine  is  momen- 
tarily displaced  from 
its  stable  position*  in 
space,  it  will  oscillate 
R.  E.  Doherty  ^t  a  definite  frequency 

just  as  the  pendulum 
or  suspended  weight.  Within  the  range  of 
ordinary  loads,  the  synchronizing  force  acts 
upon  the  displaced  rotor  in  the  same  way  that 
gravity  acts  upon  the  pendulum,  or  that  the 
stretched  spring  acts  upon  the  weight.  In  the 
synchronous  machine  the  "stretch"  occvirs  in 
the  magnetic  field. 

The  natural  oscillating  frequency  is  an 
important  factor  in  parallel  operation  where 
the  synchronous  machine  is  coupled  to  recip- 
rocating apparatus.  The  periodic  varia- 
tions in  the  torque  of  such  apparatus  may 
cause  "hunting,  "  or  oscillation,  if  the  natural 
oscillating  frequency  happens  to  be  nearly 
the  same  as  the  frequency  of  the  torque 
variation.  It  is  important,  therefore,  to 
prevent  coincidence,  or  even  proximity  of 
these  frequencies.  This  is  done  by  choosing 
the  proper  flywheel  effect.  The  formulaf  for 
calculating  the  oscillating  frequency  is 

35,200    I'Kf 


r.p.m. 

electrical  trequency,  cycles  p' 
0  =  factor  depending  upon  the  synchro- 

■niyincr  fnmp 


F  =  " 


♦The  "stable  position"  is  that  position  in  rotation  where  the 
load  torque  on  the  shaft  is  just  equal  to  the  electrical  torque 
exerted  on  the  rotor,  consequently  where  there  is  no  acceleration. 

+ '  'Parallel  Operation!  of  Alternating-current  Generators 
Driven  by  Internal  Combustion  Engines;  Factors  Affecting 
Generator  Design,"  by  R.  E.  Doherty,  General  Electric 
Review,  March.  1915.  Equation  (14). 

X  This  proportionality  does  not  hold  for  large  displacement 
angles,  just  as  it  does  not  for  large  amplitudes  in  pendulum 
oscillation,  but  is  practically  correct  for  the  angles  involved  in 
this  problem. 

gravity       32.2 


nizing  force 
n'/?-  =  flj'wheel  effect  in  lb.  ft.'- 

This  formula,  however,  applies  only  to  a  single 
machine  operating  on  a  relatively  large  system, 
or  to  two  duplicate  machines  alone  in  parallel. 
In  this  article  equations  are  developed  for  the 
case  of  two  dissimilar  machines  in  parallel. 

The  principle  underlying  the  theory  of 
this  case,  as  well  as  the  previous  one,  is  that 
the  rotor  field  poles  are  locked  to  the  rotating 
stator  poles  through  the  elastic  meditrm  of 
the  magnetic  field.  It  will  be  shown  that  if 
the  rotor  is  displaced  from  its  stable  rotative 
position,  it  experiences  a  torque  which  is 
proportionalX  and  opposite  to  the  displacement. 
This  is  the  definition  of  harmonic  motion — ■ 
the  motion  of  an  oscillating  weight  or  pen- 
dultmi — hence  the  well  known  expression 
given  in  equation  (1)  for  the  period  of  har- 
monic motion  can  be  applied. 

It  is  necessary  to  inquire  why  in  this  case, 
as  well  as  in  the  case  of  a  single  alternator 
connected  to  a  large  system,  or  of  two  dupli- 
cate alternators  in  parallel,  the  restoring 
force  or  the  strain  of  the  magnetic  field  is 
proportional  to  the  displacement  from  the 
stable  position;  also  whj^  the  two  machines 
must  oscillate  at  the  same  frequency.  With 
these  points  established,  the  frequency  of 
oscillation  of  either,  and  therefore  of  the 
system,  easily  follows. 

Consider  the  spring-weight  analogy.  In 
Fig.  1  the  weights  or  masses**  M  are  suspended 
by  very  long  cords  so  that  the  eftect  of  gravity 
is  eliminated  and  thus  the  only  accelerating 
force  is  the  spring  tension,  which  in  the  analogy 
corresponds  to  the  synchronizing  force 
of  an  alternator.  In  Case  A,  Fig.  1,  which 
corresponds  to  two  duplicate  alternators,  if 
an  oscillation  is  set  up  between  the  masses, 
it  is  obvious  that  the  arrow  a,  attached  to  the 


126     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


midpoint  of  the  spring,  or  rather  at  the  joint 
of  the  two  equal  springs,  will  be  stationary. 
That  is,  the  case  is  the  same  as  if  the  point  a 
were  fixed:  which  would  also  represent  the 
condition  of  a  single  alternator  connected 
to  an  infinitely  large  system.     In  other  words, 


T    t  4 


_L 


i 


JMl^^MML 


a 
y=x 


Ca.seA,  oqual  weights, equal  springs 


b 

y=x 
Case  B,  equal  weights, unequal  springs 


O 

i    4  4 

c 


y=x 
Case  C,  equal  springs, unequal  weights 

Fig  1.  Three  Diagrams  Which  Represent  Two  Weights  or 
Masses  Connected  by  Two  Springs,  and  Which  Arc  Analog- 
ous to  Two  Alternators  in  Parallel-  The  amplitudes  of 
oscillation  are  indicated  by  x  and  y 


the  natural  oscillating  frequenc\-  of  an  alter- 
nator when  operating  in  parallel  with  a 
duplicate  machine  is  the  same  as  when 
operating  on  a  relatively  large  system.  Obvi- 
ously in  Case  .4  the  restoring  force,  i.e.  the 
spring  tension,  is  by  Hooke's  Law  propor- 
tional to  the  displacement  of  the  weight  and 
therefore  the  motion  is  harmonic. 

In  Case  B,  Fig,  1,  two  equal  masses  are 
connected  by  unequal  springs.  This  cor- 
responds to  two  alternators  with  equal 
moments  of  inertia,  but  unequal  synchro- 
nizing forces.  But  two  different  si^rings 
in  series  can  be  replaced  by  an  equivalent 
single  spring,  which  would  cause  the  two 
masses    to    oscillate    in    the    same    manner 


and  through  the  same  amplitude  .v  and  y  as 
if  they  were  connected  by  the  two  different 
springs.  The  only  difference  is  that  with  the 
single  spring  the  midpoint  of  the  spring 
would  be  stationarv-;  with  the  two,  the  arrow 
b  would  oscillate  between  m  and  w.  This 
corresponds  to  the  phase  shift  in  the  line 
\-oltage  generated  by  the  oscillating  alter- 
nators. However,  the  accelerating  force  on 
each  mass,  i.e.  the  spring  tension,  is  of  course 
the  same  at  all  instants,  and  is  proportional 
to  the  total  stretch  of  the  two  springs  in  series. 
This  in  turn  is  equal  to  the  sum  of  the  dis- 
Iilacement  of  the  two  masses  from  the  posi- 
tions of  zero  spring  tension.  Therefore  if, 
as  shown,  the  amplitudes  .r  and  y  are  equal 
and  the  force  is  proportional  to  x  plus  y. 
the  force  on  either  mass  is  also  proportional 
to  the  displacement  of  that  mass  and  the 
motion  is  harmonic. 

Case  C,  showing  unequal  masses  connected 
by  equal  springs,  represents  two  alternators 
with  unequal  moments  of  inertia,  but  with 
equal  synchronizing  forces.  Here  also  the 
force  on  each  mass  is  the  same  at  all  instants, 
being  the  tension  of  the  spring,  and  is  pro- 
jjortional  as  in  Case  B  to  the  total  stretch  of 
the  springs.  The  motion  of  the  masses  is 
therefore  harmonic.  The  arrow  c ,  represent- 
ing the  terminal  voltage,  will  obviously 
oscillate  between  the  limits  p  and  q,  since 
with  the  same  force  acting  on  them  the  large 
mass  will  oscillate  through  a  less  ainplitude 
than  the  small  mass. 

The  foregoing  considerations  show  that  the 
oscillations  of  any  such  combination  of  two 
masses  and  two  springs  in  series  will  Ix- 
harmonic.  It  follows  also  that  the  frequencies 
of  the  two  masses  are  the  same;  because  if 
the  accelerating  force  is  the  same  on  each 
mass  at  all  instants,  the  momentum  (massX 
velocity  =  force  X  time  =// J/)  also  must  be 
the  same  for  each  at  all  instants.  This  means 
■  that  the  velocities  are  inversely  as  the  masses, 
i.e.,  the  ratio  of  the  velocities  is  constant. 
Hence,  when  the  velocity  of  one  is  maximum, 
the  other  will  be  also:  when  the  vclocit\-  of  one 
is  zero,  the  velocity  of  the  other  will  i>e  .-^ero; 
and  ,so  on.  Thus  by  the  spring-weight 
analogy,  which  is  com])lete  within  ]>ractical 
limits,  it  is  established  that  in  two  alternators 
of  different  capacities,  i.e,,  different  synchro- 
nizing forces,  and  of  different  moments  of 
inertia,  the  aicclcration.  xrlocily.  umi  dts- 
placoiicnt  of  eoili  rotor  during  oscillation 
is  a  harmonic  function  of  time,  and  the 
oscillating  frequency  of  each  machitte  is  the 
same. 


OSCILLATING  FREQUENCY  OF  TWO  DISSIMILAR  SYNCHRONOUS  .MACHINES   127 


The  following  well  known  formula  for  the 
period  of  harmonic  motion  can  therefore  be 
used : 


=  corresponding  sim.ultaneous  angle  for 
machine  B. 

Qa      poles  on  -4 


7  =  2 


7r\  - 


seconds 


(1) 


where,  for  linear  motion 

/=mass  of  oscillating  body 
a  =  ratio  of  force  to  displace- 
ment =  lb.  force  per  foot 
displacement. 
For  rotation 

7  =  moment  of  inertia 
cr  =  lb-ft.    torque    per    radian 
displacement. 
The  natural  frequency'  is 

a  oscillations  per 
minute.  (2) 


qb 

la 


poles  on  B 

moment  of  inertia  of  ^4 
lb      m.omxnt  of  inertia  of  B 


—*■  Powerp 


Z7      <^0      n  - 


stable  Position 


Fig.  2. 


be 


The  problem  is  to  determine  the 
value  of  cr  and  I  for  two  alter- 
nators which  are  dissimilar  in 
respect  to  speed,  synchronizing 
force  and  moment  of  inertia.  In 
relating  the  several  factors  in- 
volved, the  ultimate  reference  for 
the  determination  of  displacement  will 
taken  as  the  "stable  position"  in  rotation. 

Consider  the  effect  of  different  synchronous 
speeds.  The  power  (involved  in  oscillation) 
which  is  given  up  by  machine  .4  as  a  gen- 
erator is  equal,  neglecting  losses,  to  the  power 
consumed  by  :nachine  5  as  a  motor,  the 
energ\-  transfer  causing  A  to  decelerate  and 
B  to  accelerate.  The  power  being  the  same, 
it  follows  that  the  accelerating  or  decelerating 
torque  produced  thereby  is  inversely  as  the 
synchronous  speed,  hence  directly  as  the 
number  of  poles.  Therefore  instead  of  the 
momentums  of  the  two  rotors  being  equal  at 
all  instants,  which  is  true  for  machines  of 
an  equal  number  of  poles,  there  is  in  this  case 
a  constant  ratio  of  momentums.  This  ratio 
is  obviously  the  inverse  ratio  of  the  synchro- 
nous speeds,  or  the  direct  ratio  of  the  number 
of  poles.  There  is,  therefore,  also  a  constant 
ratio  of  velocities  and  displacements.* 

These  relations  ma}-  now  be  put  in  equa- 
tions. 
Let 

6a  =  mechanical    displacement    angle    of 
machine  A  at  power  p,  measured  in 
radians  from  the  "stable  position." 
See  Fie.  2. 


Makchine  A 


Machine  B 


Diagram  of  Two  Machines  Having  a  Different  Number  of  Poles.  The 
dotted  arrows  indicate  the  limits  of  oscillation  about  the  "stable 
position."  The  diagram  shows  the  instant  when  A  is  ahead  and 
B  is  behind   the   stable   position;   hence  power  flows  from  ^  to  B 


♦This  refers  to  the  velocities  and  displacement  involved  in 
the  oscillation,  not  to  the  velocity  and  displacement  of  norma! 
rotation. 


0a  =  phase  angle,  in  electrical  radians,  be- 
tween the  mechanical  and  magnetic 
pole  centers,  i.e.,  the  distortion  angle 
of  A  corresponding  to  the  power  p 
(in  kw.) 

<^6  =  corresponding  simultaneous  angle 
of  5 

4>  =  'i>a-\-<t>b 

Wa  =  angular  velocity  (of  oscillation)  of  ,4 
0)6  =  corresponding  simultaneous  velocitv 

oiB 
Poo  =  power  in  kilowatts  of  A  correspond- 
ing to  a  distortion  angle  of  one  elec- 
tric radian,  i.e.  <^a=unity 
Pob  —  corresponding  power  for  B 

'''=p7b 

(Ta  =  lb-ft.  torque,  exerted   on  .4 '5  rotor, 
per  mechanical  radian  displacement, 
i.e.,  the  ratio  of  torque  to  da 
(Xb  =  corresponding  ratio  for  B 

i  =  torque  in  Ib-ft. 
So  =  r.p.m.  of  A 
S6  =  r.p.m.  of  B 

F  =  natural  oscillating  frequency  in  peri- 
ods per  minute 
/  =  electrical    frequency    in    cycles    per 

second 
ie:  =  gravitv  =  32.2  ft.  per  second" 
Il'/?--^='flv wheel  effect  in  lb-ft.=  =  p/ 


128     February.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


The  momentum  of  .4,  due  to  the  velocity 
of  oscillation,  is 

0}„la 

Of  B,  it  is 

(jt}bh 

The  ratio  of  momentums  is  the  ratio  of  the 
number  of  poles.     Hence, 

(jOala        03a 

nq=  — J  = — m 
Therefore, 


(3) 


Thus  if  A's  angular  velocity  is  always 
n^-i-ni  times  B's,  then  A's  displacement  will 
always  be  nq-i-nj  times  B's.  Thus,  consider- 
ing both  angles  positive, 


nt 


'db 


da+db=t 


<-»:) 


(4) 
(5) 


It  is  now  necessary  to  relate  9  and  <(>.  Both 
represent  the  distortion  angle,  i.e.,  the 
"stretch"  in  the  magnetic  field.  They  are 
different  in  two  respects :  da  or  db  is  expressed 
in  mechanical  radians,  and  measures  phase 
displacement  of  the  rotor  pole  from  its 
"stable  position;"  whereas  <t>a  or  (pb  is  ex- 
pressed in  electrical  radians,*  and  measures 
the  phase  displacement  of  the  rotor  pole  from 
the  magnetic  pole,  i.e.,  the  time  phase  from 
the  line  voltage.  The  stable  position  may  or 
ma\-  not  correspond  to  the  time  phase  of  the 
line  voltage;  in  other  words,  the  zero  reference 
for  6a  and  <t>a  may  or  may  not  be  identical, 
depending  upon  whether  the  line  voltage 
itself  oscillates.  In  Fig.  1,  it  has  been  sho%vTi 
under  what  conditions  the  line  voltage, 
represented  by  arrows  a,  b  and  c  oscillates. 
For  two  two-pole  similar  machines,  obviously 

6a=<t>a 

and 

ea+db=d=<t>a+(t>b=<t> 

because  electrical  and  mechanical  angles  are 
identical,  and  the  line  voltage  does  not 
oscillate.  However,  if  the  machines  have 
different  moments  of  inertia  or  different 
synchronizing  forces,  then  6a  and  <l>a  arc  no 
longer  equal;  but  it  is  of  course  still  true  that 
for  the  same  number  of  poles 

e=<t> 

because  each  measures  the  total  distortion  or 
"stretch"  of  the  magnetic  fields  of  the  two 

*That  is,  mechanical  radians  multiplied  by  one  half  the 
number  of  poles. 


machines.  This  relation  obviously  holds  also 
for  different  numbers  of  poles  provided  the 
electrical  angles  <pa  and  4>b  are  reduced  to 
mechanical  angles.     Thus 

where 

/      2  2 

<t>    =  — <l>a-\ <^i> 

qa         qb 
That  is 


6 


qa    qb) 


(6) 


The  next  step  is  to  relate  6  and  the  cor- 
responding force.  Poa  is  the  power  which 
would  be  delivered  by  A  at  unit  angular 
displacement  ahead  of  the  line  voltage;  or 
received  at  unit  angular  displacement  behind 
the  line  voltage.  Hence  the  power  on  A  at 
any  angle  <^a  is 

pa  =  <i>a  Poa 

Likewise  the  power  on  B  is 

pb  =  <i>b  Pob 

But  pa  and  pb  are  identical  during  oscillation. 
That  is,  taking  directions  consistent  with  the 
assumption  in  equation  (4), 

pa=pb=p 
whence 

P 


and 


4>a  = 


4>b  = 


Poa 

J_ 
Pob 


(7) 


(8) 


Substituting  (7)  and  (8)  in  (6) 

\qa  Poa        qb  Pob/ 


or. 


9  /> 


(9) 


Equating  (5)  and  (9) 

\  tlqj        qa  Pec 


(l-f-«i  nf) 


Hence,  the  power  exchange  per  unit  dis- 
placement of  .4  from  its  stable  position  is 


p  _ 

<7u /',.,.      V        »,J               UU) 

Oa' 

2          \+n<,»t) 

The   general 

relation  between  power  and 

torque  is 

27r5/  =  power                     (.U) 

wliorc 

S  =  r.p.m. 

<  =  torque  in  lb.  ft. 

OSCILLATIXG  FREQUENCY  OF  TWO  DISSIMILAR  SYNCHRONOUS  MACHINES  129 


and  power  is  in  ft-lb.  per  minute.    To  express 
the  power  in  kilowatts,  (11)  becomes 


33,0011       .,     <,^ 


and 


<  =  7040^  in  lb.  ft.      (12) 

Solving  for  p  and  substituting  in  (10),  the 
torque  per  mechanical  radian  displacement 
becomes, 


■        5a    2        V^nJ 


But, 


Hence, 


qa  =  120-^ 


(l  +  tiq-np 
f 


Sa  = 


422,400 

J)  a 


fP. 


<-S) 


(l  +  nqtit) 
The  moment  of  inertia  of  A  is 

"'     p   '      32.2 


(13) 


(14) 


Substituting  (12)  and  (13)  in  (2),  the  final 
equation  for  the  natural  oscillating  frequency 
of  A,  and  therefore  of  B,  expressed  in  periods 
per  minute  is,  


F  = 


.35,200    I  Poo/ 


('^D 


(15) 


Sa    \H^if-„  (!  +  ","/.) 
Example : 
Machine  A 

400  kv-a.,  1.50  r.p.m.  60  cycles 
l-ri^^  generator  =    90,000 
WB^  flywheel    =  254,000 
Total  WB}a       =344,000 

♦This  percentage,  based  on  experience  largely,  is  generally- 
accepted  as  the  necessary  difference  to  insure  satisfactory- 
operation. 


Poa  =  1000  kw. 

5a  =  150  r.p.m. 

/  =60  cycles 

Machine  B 

200  kv-a.,  720  r.p.m.,  60  cycles 

WR-  generator  =  total  II  'R'  =  2765 

Poh  =410  kw. 

/  =()0  cycles 

Sb  =720  r.p.m. 

WK'a     344,000      , ,_, , 
m  = =  — r^T^-  =  1  24 


np- 


nn  = 


'  WRh 

•Loa 

qb 


2765 

1000 

410 

48 

10 


=  2.44 


=  4.8 


^     35,200^   1000X60 


(-E0 


150     >  344,000    1+4.8X2.44 
=  142  periods  per  minute. 

If  machine  A,  with  a  speed  of  150  r.p.m., 
were  driven  by  a  reciprocating  engine,  trouble 
from  "hunting,"  or  oscillation,  could  be  ex- 
pected, since  there  would  be  an  engine  impulse 
of  150  periods  per  minute  acting  upon  a 
system  whose  natural  frequency  of  oscillation 
is  142,  i.e.,  a  difference  of  only  5  per  cent. 
In  such  a  case  the  obvious  solution  would  be 
to  increase  the  WR-  of  B  until  there  is  a 
difference  between  frequencies  of  20  per 
cent,*  i.e.,  until  F  is  reduced  from  142  to 
120.  This  means  a  43  per  cent  increase  in 
B's  WR\  or  3950  Ib-ft."  instead  of  2765. 

It  is  obvious  from  equation  (15),  that  if 
there  is  a  large  difference  in  the  WR-  of  the 
two  units  and  if  ni  is  greatly  different  from 
unity,  as  in  the  foregoing  example,  a  given 
percentage  change  in  the  smaller  WR~  will 
result  in  a  greater  change  in  F  than  if  that 
percentage  change  is  made  in  the  larger  WR-. 


130     Februarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  X( 


Some  Mechanical  Features  of  Synchronous  Machines 

By  A.  P.  Wood 

Al.TERSATIXG-Cl'RRENT  ENGINEERING  DEPARTMENT,  GENERAL   ELECTRIC  COMPANY 


The  immediately  following  pages  are  devoted  strictly  to  a  description  of  the  mechanical  features  of  the 
present  day  design  of  synchronous  machines.  Illustrations  are  given  of  the  improvements  which  have  been 
made  in  design  and  construction  by  the  introduction  of  arc  welding  and  spot  welding.  Descriptions  are  given 
of  the  oil  starting  system  and  the  oil  circulating  system,  the  coreless  and  the  cored  box  type  of  stator  frame, 
and  the  rotor  spiders  of  various  types  and  speeds. — -Editor. 


T  F  one  would  take 
•^  time  to  look  at 
more  than  the  surface 
of  one  of  our  latest 
machines,  he  would 
discover  those  many 
features  of  present 
day  design  which 
have  improved  the 
efficiency  and  relia- 
bility of  the  machine's 
performance.  He 
would  find  that  elec- 
tric arc  and  spot 
welding  have  played 

an    important    part    in    producing    a   better 

machine. 

In    the   smaller   or   belt-driven   generators 

a  further  step  is  taken  by  having  the  pole  tips 


A    P    Wood 


accordance  with  the  A.  I.  E.  E.  Rules  for 
motor  operation,  no  trouble  would  be  ex- 
perienced from  this  source. 

Should  the  operator  desire  a  direct  con- 
nected exciter  at  some  future  time,  he  will 
find  machined  lugs  on  the  bearing  bracket 
and  a  proper  shaft  extension  to  accommodate 
the  exciter. 

As  to  size  of  alternators  the  limiting 
feature  seem.s  to  be  shipment,  tunnel  clear- 
ances, etc.  Quotations  have  been  given  on 
waterwheel  generators  as  large  as  4o.(J<Mi 
kw.  and  there  is  now  installed  a  32.oll()-kw. 
waterwhcel-drivcn  unit.  By  sectionalizing 
the  stator  and  rotor,  pieces  14  feet  across 
have  been  transported  across  the  United 
States. 

In  general,  the  alternator  design  should  be 
as  compact  as  possible,  especially  as  to 
elevation,  because  each  foot  in  height  entails 
a  considerable  c^tra  outlay  in  the  cost  of  the 
station  to  hou.sc  the  machine. 

Recently  a  large  number  of  proposals 
have  been  made  to  use  outdoor  generators. 
A  large  unit  has  already  been  installed  in 
the   West  without   anv  station  over  it.     To 


Fig.  1.      7.5-15  and  2S-kv-a.  Stlf-eicitfd  Generators 


Fig   2.     Stator  Core  C; ,. 

Combined  by  Arc  Welding 


indexed  for  future  operation  as  s\-nchronous 
motors.  All  that  is  necessary  for  such  use  is 
to  insert  an  amortisscur  winding.  This 
feattire  is  desirable  where  a  larger  machine 
replaces  a  smaller  one,  thus  allowing  the  use 
of  the  smaller  machine  as  a  condenser.  The 
field  coils  having  been  originally  insulated  in 


protect  the  generator  from  the  elements,  a 
temporary  wooden  stracture  is  erected  over 
it.  In  case  of  trouble  or  where  inspection  is 
necessary,  a  gantry  crane  moves  over  the 
generator. 

Sixty-cycle  synchronous  machines  ranging 
from  7.5  to  '2't  kv-a.  are  of  the  self-oxcited 


SOME  MECHANICAL  FEATURES  OF  SYNCHRONOUS  MACHINES 


llil 


type  and  cmljody  two  machines  in  one.  The 
revolving  armature  has  both  the  multiphase 
winding  and  an  independent  direct-current 
exciter  winding  in  the  same  slots.  Figs.  1 
and  'S  show  a  photograph  and  wiring  diagram 
of  one  of  these  machines.  The  stator  lam- 
inated field  poles  have  the  cast-iron  frame, 
standards,  and  base  cast  around  them  in  one 
piece  to  reduce  the  machining  operations  to 
a  minimum. 

No  external  excitation  is  required. 

The  exciter  winding,  therefore,  is  not 
similar  to  that  of  a  synchronous  converter 
where  taps  are  taken  off  the  main  armature 
winding,  nor  does  it  depend  on  rectifying 
commutators  or  series  transformers  for  step- 
ping down  part  of  the  armature  current.  This 
arrangement  has  been  thoroughly  tried  out, 
both  in  test  and  practice,  and  has  proven 
thoroughly  reliable  in  every  way. 

When  operated  as  synchronous  motor, 
grids  are  placed  on  the  poles  which  have 
been  punched  to  accommodate  them. 

Arc  Welding 

The  combined  clamping  flanges  and  end 
fingers  used  to  secure  tight  stator  cores  consist 
of  pieces  of  sheared  machine  steel  arc  welded 
together.  Fig.  2  shows  a  perfect  ventilating 
path  between  the  flange  and  the  punchings 
that  is  not  obtained  in  any  other  type.  The 
punchings  can  be  tightened  in  sections  at  any 
time  without  stopping  the  machine  by  remov- 
ing shims  placed  beneath  the  flanges. 

This  type  of  flange  entirely  supersedes  the 
old  heavy  cast-iron  sectional  flanges  and  is 


Many  large  eastings  are  being  reclaimed 
by  the  use  of  arc  welding. 

Rotor  spiders  which  have  too  large  a  bore 
can  be  used  without  a  bushing  by  slightly 
increasing  the  shaft  diameter  by  arc  welding. 


3<pUne 


Fig    3. 


Diagram  showing  Electrical  Connections  of  Three-phase 
Self-excited  Generators 


fast  taking  the  place  of  the  combination 
segmental  cast-steel  flange  and  end  fingers. 
The  delays  in  production  due  to  making 
expensive  patterns,  as  well  as  the  foundry 
loss  which  runs  as  high  as  2.^  per  cent,  have 
been  eliminated. 


GENERAL  ELECIffiCCCMraH 


Fig.  4.      3000-kv-a.  Synchronous  Condenser,  the  Enclosing 

Ventilating  Shields  of  Which  Are  Constructed  of  Sheet 

Iron  and  the  Seams  Arc  Welded 


The  tool  expense  for  machining  generators 
has  been  greatly  reduced  by  welding  high 
grade  steel  cutting  ends  to  cheaper  grades 
of  body  stock. 

When  positive  ventilation  is  required,  the 

enclosing  shields  consist  of  arc  welded  pieces 

of  sheet  iron  as  shown  in  Fig.  4.     A  more 

finished    appearance    is    now    obtained    by 

flanging  over  the  corners,  thus 

doing    awa\'    with    the    square 

appearance.     A  set  of  enclosing 

shields  can  be  produced  in  a  few 

days.     In  the  ease  of  castings  an 

expensive    pattern    is    required 

which   sooner  or  later  becomes 

obsolete,    and    the    foundry    is 

fortunate    in    obtaining   75   per 

cent  good  eastings. 

The  danger  of  damaging  the 
stator  windings  when  removing 
east-iron  end  shields  is  elimi- 
nated by  the  use  of  light  sheet- 
iron  shields.  The  absence  of 
heavy  machine  work  such  as  the 
truing  up  and  facing  required  by  large 
east  shields  facilitates  production.  Being 
much  lighter  and  made  in  either  90  or 
120-deg.  sections,  the  operator  can  readily 
remove  them  for  inspecting  or  repairing  the 
field  or  stator  coils. 


Armak/re 


")  Stationary 
Held 


132     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


The  stairways  for  large  vertical  machines 
are  now  being  arc  welded  and  present  a 
finished  appearance. 

Laminated  field  spiders  where  bolts  are  to 
be  tapped  in  the  periphery*-  have  the  separate 
laminations  arc  welded  together. 


^:^^ 


Fig    5. 


Stator  of  a  1400-kv-a.  Synchronous  Motor  Showing 
the  Construction  of  the  Cold  Rolled  Steel 
Spot-welded  End  Shield 


section  cold  rolled  steel,  spot  welded  to  the 
laminations.  This  method  eliminates  the 
chance  of  space  blocks  becoming  loose, 
dropping  out,  and  damaging  either  the  rotor 
or  stator.  These  straight  beam  space  blocks 
allow  a  greater  volume  of  air  to  pass  through 
the  core  than  woiild  be  possible  with  blocks 
of  rectangular  shape,  which  in  most  cases 
are  cur\-ed  or  bent  to  keep  them  from  turning 
over. 

Advantage  of  this  welded  space  block  is 
being  taken  to  replace  various  types  of 
clamping  flanges  for  retaining  the  punchings 
in  small  stator  frames.  Should  a  loose  core 
develop,  the  end  fingers  would  still  remain 
in  place  which  would  not  be  the  case  were 
friction  depended  upon. 

Amortisseur  Winding  for  Synchronous  Motors 

In  recent  years  the  use  of  tin  and  solder 
have  been  replaced  by  a  method  of  making 
better  joints  between  bars  and  end  rings. 
Fig.  6  shows  an  amortisseur  winding  which 
is  practically  indestructible.  Fig.  7  shows  a 
method  of  increasing  the  cross  section  where 
the  bar  enters  the  end  ring.  This  construc- 
tion has  been  used  for  several  years  with 
]:>crfcct  results.  Brass,  copper  or  monel 
metal  is  used  according  to  the  class  of  sers-ice 
the  motor  has  to  perform. 

S>nchronous  motors  have  been  made  with 
multiple  amortisseur  windings  and  in  some 
cases  with  cast  windings. 


Experiments  are  now  being  made  to  extend 
the  use  of  arc  welding. 

Spot  Welding 

For  several  years  the  lengthy  job  of  rivet- 
ing has  been  superseded  largely  by  spot 
welding.  The  open-type  shields  consist  of 
strips  of  cold  rolled  steel  held  in  jigs  and  spot 
welded.  Fig.  5  shows  the  finished  appearance 
of  such  an  end  shield.  This  shield  also  can 
be  produced  in  a  few  days.  It  appeals 
strongly  to  the  operator  as  it  is  unbreakable 
and  does  not  require  removing  when  shifting 
the  stator.  The  expensive  pattern  shop  work 
and  foundry-  breakage  always  present  where 
castings  are  used  has  been  done  away  with. 

Where  large  machines  are  boxed  for  ship- 
ment, the  welded  shields  do  not  have  to  be 
removed  as  is  the  case  where  cast-iron  ones 
are  used.  Also,  if  the  welded  shields  do 
become  damaged  they  can  be  easily  straight- 
ened. 

The  space  blocks  for  ventilation  between 
the  stator  punchings  are  pieces  of  I-bcam 


FiE-  6.     Synchronous  Motor  Rotor  Having  the  Amortisseur 
Winding  Before  the  Laminated  Poles  Were  Riveted 


The  amortisseur  winding  shown  in  Fig.  G 
was  assembled  before  the  laminated  pole 
was  riveted,  thus  eliminating  the  drifting 
of  the  slots  where  the  windings  are  assombliHl 
after  the  poles  arc  completed. 


SOME  MECHANICAL  FEATURES  OF  SYNCHRONOUS  MACHINES 


133 


Oil  Starting  Systems 

For  many  years  hand  operated  or  motor- 
driven  high-pressure  oil  pumps  have  been 
available  for  reducing  the  kilovolt-ampercs 
required  to  start  heavy  rotating  elements. 
A  film  of  oil  is  forced  beneath  the  shaft  until 
the  oil  rings  become  effective, 
after  which  the  pump  is  shut 
down.  A  motor-driven  outfit 
for  this  purpose  is  shown  in 
the  lower  right-hand  corner 
of  Fig.  S.  The  saving  in  kilo- 
volt-amperes  is  obtained  by 
using  a  lower  tap  on  the  start- 
ing compensator  than  would 
be  required  were  it  not  for  the 
high-pressure  oil  starting  sys- 
tem. 

The  oil  for  lubricating  the 
rotating  element  is  obtained 
from  an  equalizer  pipe  which 
parallels  the  two  bearing 
standards  and  flows  into  the 
pump  plunger  chamber.  After 
the  pump  is  started  and  the 
bearings  are  lubricated  under 
pressure,  and  the  rotating 
element  is  receiving  oil  from 
the  bearing  oil  rings,  the 
pump  is  shut  down.  The 
pump  plungers  act  as  check 
valves,  otherwise  the  rotating 

BrassCndfiing 


'^/a'Brass  Bar 


shaft   would   build   up   a   back   pressure   and 
drain  the  bearings. 

Oil  Circulating  Systems 

A    pump    has    been    developed    to    replace 
the  gears  and  gear  pump,  Fig.  11,  common  to 


Fig.  8.     Motor-driven, 
itate  Starting  the  L, 


>*£< 


Brass  rerrule  driving  Fit 


HantJ  f7iveted^oinC3 

Fig.  7.      Photograph  showing  the  Method  of  Connecting  Amor- 

tisseur  Winding  Bars  to  the  End  Rings  and  showing  the 

Enlargement  of  the  Bar  at  the  End  Ring 


,  High-pressure  Oil  Pump  at  the  Lower  Righthand,  Used  to  Facil- 
arge  Horizontal  Machine  by  Forcing  Oil  Beneath  the  Bearings 

oil  circulating  systems  now  in  general  use. 
The  expensive  split  driving  gears,  so  hard  to 
assemble  on  vertical  machines,  and  the 
inefficient  check  valves  with  screw  adjust- 
ments are  all  eliminated.  The  oil  pan  shown 
in  Fig.  11  is  designed  so  that  the  pump  can  be 
completely  assembled  on  one  half  of  the  pan. 
This  arrangement  allows  for  easy  inspection 
without  interfering  with  or  disconnecting  the 
piping  system. 

The  piping  is  arranged  to  take  oil  from  the 
bottom  of  the  oil  pan  to  a  point  above  the 
lower  guide  bearing  outside  of  the  stator 
frame,  through  a  flow  indicator,  then  to  the 
top  of  the  guide  bearing  and  after  filling  the 
grooves  in  the  guide  bearing  it  overflows 
back  into  the  oil  pan. 

The  lower  guide  bearing  has  an  independent 
oiling  syste:n  on  the  smaller  vertical  machines. 
The  upper  guide  bearing  and  spring  thrust 
bearing  are  designed  as  a  unit,  are  self  oiling, 
and  require  no  attention  whatever. 

Stator  Frames 

The  old,  familiar,  heavy  skeleton  type 
stator  frame  has  been  replaced  with  the 
present  box  type.     This  latter  frame  is  not 


134     Februarv,  1H20 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  i> 


only  stronger  and  lighter  mechanically,  but 
eliminates  the  errors  in  air  gap  which  resulted 
from  improper  alignment  of  the  cross  ribs  in 
the  old  type. 

The  stators  are  made  of  cast-iron  and  consist 
of  two  types.     One  requires  cores  in  casting 


Fig   9. 


Coreless   Box  Type  Stator  Frame   Used 
for  the  Smaller  Machines 


and  the  other  does  not.  Due  to  its  unique 
design  the  coreless  type,  Fig.  9  (used  on  smaller 
machines)  when  assembled  acts  the  same  as 
clamping  flanges  to  retain  the  laminated 
punchings  in  place.  The  cored  type.  Fig.  10, 
has  separate  clamping  flanges  for  retaining 
the  punchings  and  is  superior  for  larger  stator 
frames  as  any  looseness  in  punchings  can  be 
taken  up  by  removing  shims  from  beneath 
the  flanges. 

Cast-iron  is  the  most  economical  material 
since  steel  castings  cannot  be  obtained  thin 
enough  to  take  advantage  of  the  increased 
strength. 

The  deflection  allowed  in  calculating  the 
stifTness  of  frames  varies  with  the  diameter; 
and  the  allowance,  say  for  six  feet  in  diameter. 
is  increased  by  increments  for  larger  diam- 
eters. In  single-phase  machines  there  is  a 
pulsating  flux  and  consequently  the  stiffness 
of  the  frames  has  to  be  increased  consider- 
able.     In   all   cases   the   frame   nnist    be   stilT 


enough  to  prevent  undue  distortion  in  shop 
handling,  turning  over,  or  boring  mill  work. 
It  is  essential  to  have  the  stator  cores 
tight  and  this  is  obtained  by  the  use  of 
individual  combination  clamping  flanges  and 
end  fingers,  the  result  being  a  very  tight  core. 

Field  or  Rotor  Spiders 

The  larger  percentage  of  the  cast-steel 
rotor  spiders  have  been  replaced  by  a  lami- 
nated type  which  cuts  down  the  time  of 
production  from  weeks  to  days.  These 
spiders  are  produced  by  interchangeable 
dies  that  supersede  the  expensive  old  com- 
bination method  wherein  one  set  of  dies  was 
required  for  each  particular  size  of  machine. 

Very  few  cast-iron  field  spiders  are  used 
now  on  account  of  the  improved  magnetic 
circuit  obtained  by  the  use  of  steel.  The 
excitation  required  to  give  full  voltage  no 
load  has  been  decreased  b>-  replacing  cast- 
iron  with  cast-steel. 

Rotor  spiders  are  so  proportioned  that 
shrinkage  strains  may  be  avoided,  these 
being  overcome  in  steel  castings  by  annealing. 

For  securing  the  poles  to  the  spiders  the 
simple  constrviction  of  putting  bolts  through 
the    rim    into    the    poles    is   used    on    rotors 


Fig.  10 


Cored  Box  T>T>e  Stator  Frame  Used 
for  the  Larger  Machines 


having  speeds  up  lo  approximately  22.")  r. p.m. 
For  higher  speeds  dovetails  are  useil. 

The  \'  or  wedge  dovetail  was  usoil  for 
many  years  until  the  size  and  speed  of 
machines  rapidly  increased;  then  the  T  dove- 
tail  took   its  iilaee.     As  the  neck   of  the   V 


SOME  mechank;al  features  of  syxchroxous  machines 


135 


dovetail  is  increased  to  cover  tension  stresses 
and  the  depth  is  increased  to  overcome 
bending  (this  also  applies  to  the  rotor  dove- 
tail), we  soon  come  to  a  point  where  the 
laminations  of  the  pole  dovetail  will  buckle, 
thus  preventing  its  use.  The  ordinary  T 
dovetail  has  some  bad  features,  such  as 
keying  up  the  pole  and  field  coil,  also  introduc- 
ing the  reluctance  of  an  air  gap  between  the 
pole  and  rotor.  This  T  type  dovetail  has 
been  improved  so  that  the  objectionable 
features  have  been  removed. 

The  stresses  are  calculated  so  that  at 
double  speed  of  the  rotor  no  stress  will  exceed 
half  the  elastic  limit  of  the  material.  Sup- 
porting brackets  are  placed  between  the 
poles  where  higher  stresses  of  pole  and  copper 
winding  are  encountered. 

Some  of  the  rotors  are  of  too  high  speed 
to  depend  upon  a  pressing  fit  on  the  shaft. 
They  must  be  shrunk  on,  otherwise  at  double 
or  runaway  speed  they  would  float  on  the 
shaft. 

Shafting 

Carbon  steel  with  a  tensile  strength  of 
approximately  75,000  lb.  per  square  inch  is 
generally  used.  At  maximum  power  trans- 
mitted, a  stress  of  7000  lb.  per  square  inch  is 
not  exceeded.  On  special  shafts  nickel  steel 
is  used.  Shafts  are  designed  so  that  the 
deflection  will  not  exceed  a  certain  percentage 
of  the  air  gap  when  the  rotor  is  assembled 
in  the  stator. 

Bearings 

With  ball-seat  self-aligning  bearings 
lubricated  by  oil  rings,  pressures  are  used  as 
high  as  130  lb.  per  square  inch  projected  area. 

Ventilation 

The  rotating  field  poles  are  purposely 
designed  to  o^'erhang  the  field  spider,  and 
for  peripheral  speeds  of  approximately  SOOO 


or  9000  ft.  per  minute  the  pole  pieces  them- 
selves act  as  natural  fans  and  have  sufficient 
blower  effect  to  ventilate  the  stator.  Holes 
are  also  placed  in  the  rotor  rim  between  the 
poles  and  are  of  great  assistance  in  distribut- 
ing the  air  properly.     Bafflers  are  also  placed 


Fig.  11.      Gear-driven  Oil  Circulating  Pump  Now  in  Common 
Use  on  Large  Vertical   Machines 


between  poles  in  some  cases  to  stop  air 
from  passing  directly  through  the  rotor  poles, 
the  result  being  a  more  even  distribution 
through  the  stator  and  a  considerable  reduc- 
tion of  temperatures. 

The  tendency  is  for  higher  speeds  for  large 
output  alternators  and  where  the  peripheral 
speed  exceeds  9000  ft.  per  minute,  enclosing 
shields  are  used,  producing  a  much  quieter 
running  m.achine.  In  many  large  installa- 
tions, especially  where  more  than  one  machine 
operates  in  the  same  room.,  ducts  are  furnished 
to  carr\'  cold  air  to  the  m.achines  and  other 
ducts  to  allow  the  heated  air  to  be  led  away. 

Vertical  machines  present  more  difficult 
problems  in  ventilation  than  horizontal 
machines.  Fresh  air  is  generally  taken  from 
the  wheel  pit.  Approximately  three  cubic  feet 
per  kilowatt  rating  is  required. 


136     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


Parallel  Operation  and  Synchronizing  of 
Frequency  Converters 

By  0.  E.  Shirley 
Alternating-current  Engineering  Department,  General  Electric  Company 

The  operation  of  a  single  frequency  converter  between  two  systems  is  comparatively  simple.  However, 
when  more"  than  one  converter  is  used  the  phase  angle  between  the  incoming  generator  and  the  bus  intro- 
duces a  factor  which  must  be  provided  for.  The  author  gives  a  very  clear  explanation  of  the  reasons  for  this 
phase  displacement  between  loaded  and  unloaded  converters  trying  in  the  same  systems.  In  modem  fre- 
quency converter  sets  the  difficulty  introduced  by  this  condition  is  taken  care  of  by  means  of  a  motor-operated 
screw  which  shifts  the  stator  of  the  motor  or  generator  in  its  cradle  to  the  required  position. — Editor. 


'  I  *HE  tise  of  fre- 
-^  quency  convert- 
ers has  become  of  con- 
siderable importance 
since  power  systems 
have  expanded  and 
overlapped.  Thus, 
s>-stems  of  different 
frequencies  have  come 
together  and  it  has 
been  necessary  to  con- 
nect them  through 
frequency  converters. 
_  „  ^,_. ,  As    the    size    of    the 

O.  E.  Shirley  ,  .  , 

systems  has  mcreased, 
it  has  followed  that  the  size  of  the  con- 
verters has  also  increased  and  these  convert- 
ers can  now  be  built  in  capacities  as  high 
as  1.5,000  kw.  The  operation  of  a  single 
converter  between  two  systems  is  compara- 
tively simple,  for  it  is  only  a  matter  of 
synchronizing  the  generator  with  its  system. 
When  more  than  one  converter  is  operated  in 
parallel  between  two  systems,  the  matter  of 
proper  paralleling  becomes  of  importance. 
The  present-day  design  practice  is-  tending 
toward  machines  of  higher  regulation,  with 
resulting  higher  efficiencies,  lower  short- 
circuit  stresses,  and  cheaper  costs.  These 
characteristics,  which  are  somewhat  different 
from  those  of  the  units  of  older  design,  are 
liable  to  introduce  operating  difficulties  unless 
proper  attention  is  given  to  the  conditions 
of  operation  and  design  when  installing  new 
units.  Conditions  of  load  division  are  cjuitc 
important  in  some  cases,  especially  where 
reversible  operation  is  required,  and  an 
understanding  of  the  behavior  of  alternators 
under  load  is  qtiite  necessary  to  insure 
satisfactory  operation. 

Lag  Angles 

The  power  output  from  an  alternator 
operating  in  parallel  with  other  synchronous 
apparatus  is  dependent  onh"  on   the  power 


input  from  the  prime  mover,  and  does  not 
depend  on  the  field  adjustment.  The  chang- 
ing of  the  field  current  will  change  the  reactive 
component,  but  does  not  affect  the  energy- 
component  of  the  armature  current. 

It  is  now  quite  generally  known  that  the 
rotor  of  an  alternating-current  generator 
moves  fom-ard  from  its  no-load  synchronous 
position  as  the  load  increases.  In  the  same 
way,  the  rotor  of  a  synchronous  motor  drops 
back  from  the  no-load  position.  That  is, 
if  the  rotor  of  the  generator  is  at  a  certain 
place  when  the  voltage  of  one  phase  reaches  a 
ma.ximimi  with  no  load  on  the  machine,  it 
will  be  several  electrical  degrees  ahead  of 
that  position  when  the  voltage  of  that  same 
phase  reaches  a  maximiun  with  the  machine 
under  load.  Similarly,  the  rotor  of  the  motor 
is  behind  the  no-load  position  when  the 
machine  is  loaded.  This  angle  varies  for 
different  designs,  but  the  usual  value  at  full 
load  is  from  20  to  40  electrical  degrees.  The 
value  of  the  angle  depends  on  a  number  of 
different  design  factors  and  is  rather  difficult 
to  calculate  from  the  design  of  the  machine. 
Some  of  the  most  important  factors  are  the 
ratio  of  pole  arc  to  pole  pitch,  the  variation 
of  the  air  gap  from  the  center  to  the  edge  of 
the  pole  tip,  the  relation  of  the  air  gap  to  the 
pole  pitch,  the  relative  values  of  field  and 
armature  magnetomotive  forces,  and  the 
value  and  power-factor  of  the  load. 

In  the  case  of  frequency  converters,  the 
angle  to  be  considered  is  the  resultant  for 
the  two  machines,  referred  to  one  or  the 
other  of  the  imits.  Assume  that  the  con- 
verter is  a  2.")-to-t)0-cycle  set,  and  the  full-load 
lag  angle  of  the  2.")-cycle  unit  is  20  electrical 
degrees,  while  that  of  the  (iO-cycle  unit  is 
2.")  electrical  degrees.  The  pole  pitch  of  the 
2r)-cycle  unit  is  2.4  times  that  of  the  (iO-cycle 
unit,  hence  one  electrical  degree  on  it  is  equal 
to  2.4  degrees  on  the  (iO-cycle  unit.  When  the 
converter  is  transferring  power  to  the  (lO-cycle 
system,   the  angle  by  which   this  system  is 


SYNCHRONIZING  OF  FREQUENCY  CONVERTERS 


137 


behind  its  position  at  no  load  is  the  sum  of 
the  two  angles  of  the  machines,  allowing  for 
the  factor  2.4.  That  is,  the  electrical  lag 
angle  of  the  (50-cycle  system  will  be  25  deg. 
plus  2.4  times  20  deg.  or  73  deg.  Similarly, 
if  the  converter  is  operating  with  the  (iO- 
cycle  unit  as  a  motor,  the  lag  angle  of  the 
25-cycle  end  will  be  20  deg.  plus  25  deg. 
divided  by  2.4  or  30.4  deg. 

It  should  be  noted  that  with  a  lO-and-24- 
pole  combination,  such  as  is  required  for  a 
25-to-(i0-cycle  converter,  it  is  possible  on 
starting  from  the  25-cycle  end  to  come  into 
step  on  any  one  of  ten  positions  depending 
on  the  pole  that  happens  to  be  at  the  reference 
position    when    the   motor    comes    into'isyn- 


the  generator  voltage  will  have  any  one  of 
five  different  angles.* 

Parallel  Operation 

The  parallel  operation  of  frequency  con- 
verters made  by  different  manufacturers  or  of 
different  dates  of  manufacture  by  the  same 
company  may  introduce  some  little  difficulty, 
but  if  the  stator  frame  of  all  the  units,  or  all 
except  one,  are  made  adjustable  it  is  usually 
quite  easy  to  get  satisfactory  operation  by 
shifting  tile  frames  of  the  various  units  until 
the  proper  load  division  is  obtained.  This 
adjustment  may  be  made  once  for  all  when 
the  sets  are  first  installed  after  which  the 
setting  of  the  frames  need  not  be  changed.^ 


Fig.  1.      Frequency  Converter  with  Exciter.     To  permit  of  adjustment  for  parallel  operation  with  another 

frequency  converter,  the  stator  of  the  near  unit  is  mounted  in  a  cradle  to  which  it  can 

be  clamped  after  the  load  adjustment  has  once  been  made 


chronism.  The  rotor  may  be  caused  to  drop 
back  a  pole  pitch  by  reversing  the  field.  This 
means  that  the  25-cycle  unit  will  drop  back 
ISO  deg.  and  the  60-cycle  unit  will  drop  back 
2.4  times  180  deg.  or  432  deg.  This  is  equiv- 
alent to  one  complete  cycle  and  72  deg. 
more.  On  the  fifth  reversal  of  the  field  the 
rotor  will  be  back  one  complete  cycle  on  the 
60-cycle  end  and  the  last  five  poles  will 
simply  repeat  the  cycle  of  the  first  five. 
From  this  explanation  it  can  be  seen  that  the 
motor  may  come  into  synchronism  so  that 

*  For  a  more  complete  discussion  of  this  feature  of  parallel 
operation,  covering  the  more  common  combinations  of  frequen- 
cies aside  from  the  example  given  above,  refer  to  "Some  Fea- 
tures Affecting  the  Parallel  Operation  of  Synchronous  Motor- 
generator  Sets."  by  J.  B.  Taylor,  lA.I.E.E.,  1906,  Vol.  XXV. 
Page  113. 


When  the  converters  are  operated  to  trans- 
fer power  always  in  one  direction,  that  is  non- 
reversible operation,  it  is  not  necessary  that 
the  lag  angles  of  the  sets  be  equal,  as  the 
frames  can  be  adjusted  so  that  all  the  units 
will  take  the  maximum  load  for  which  they  are 
designed  for  continuous  operation,  and  the 
load  division  may  come  what  it  will  at  the 
lighter  loads.  With  sets  of  different  design 
characteristics  this  condition  may  result  in 
a  pump  back  between  them  at  no  load;  but, 
when  the  load  is  light  enough  for  this  to  be 
objectionable,  all  but  one  or  two  of  the  con- 
verters may  be  shut  down  so  no  trouble  will 
be  experienced  from  this  cause.  It  is  quite 
important    to    note    that    for    non-reversible 


13S     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


operation  with  converters  of  older  design 
it  is  usually  not  advisable  that  the  new 
converters  be  designed  to  divide  the  load 
proportionately  to  their  rated  capacities.  To 
produce  this  condition  may  necessitate  a 
higher  cost  and  result  in  other  disadvantages 
without  any  real  gain  in  operating  character- 
istics. 

Reversible  Operation 

There  are  a  few  cases  where  it  is  desirable 
to  operate  the  converters  in  parallel  through- 
out the  entire  range  of  load  in  both  directions, 
and  then  it  is  desirable  that  the  load  division 
be  proportional  to  the  rated  capacities 
throughout    this    entire    range.      This    con- 


closing  the  switch  when  the  synchronism 
indicator  shows  that  the  two  are  in  phase.  If 
the  converter  is  used  to  supply  power  from  the 
generator  without  operating  in  parallel  with 
an}-  other  generator,  it  is  not  necessan,-  to  have 
any  synchronizing  devices  at  all.  Adjustment 
of  the  stator  frame  need  not  be  provided 
where  only  one  converter  is  to  be  used,  but 
it  is  usually  advisable  to  have  the  stator 
frame  made  adjustable  as  the  future  instal- 
lation of  other  sets  for  parallel  operation  may 
make  this  feature  ver],-  convenient. 

It  is  evident  from  the  preceding  discussion 
of  load  angles  that  when  an  unloaded  con- 
verter is  to  be  paralleled  with  sets  that  are 
carrying   load    the   incoming    generator    will 


Fig.  2.      A  Frequency  Converter  similar  to  the  one  in  Fig.  1,  except  that  the  stator  of  the  near  unit  can  be  shifted 

by  an  auxiliary  motor-driven  device.      This  arrangeincnt  readily  permits  of  synchronizing  with  other 

sets  without  disturbance  and  of  adjusting  the  load  while  the  set  is  in  operation 


dition  requires  that  the  full-load  lag  angle 
of  the  converters  be  the  same  or  very  nearl\- 
the  same.  The  use  of  the  motor-operated 
phase-adjusting  device  described  later  will 
usually  be  the  most  satisfactory  method  of 
operation  under  these  conditions. 

Synchronizing 

When  only  one  converter  is  used  between 
the  two  systems,  it  is  only  necessary  to  staft 
the  motor  and  throw  it  on  the  line  in  the 
ordinary  way  for  starting  synchronous  motors. 
Then  the  generator  is  synchronized  with  the 
second  system  by  changing  the  speed  of  one  or 
the  other  of  the  systems  until  the  generator 
runs  at  appro.\imatcl\-  the  same  si^eed  as  the 
system  to  which  it  is  to  be  connected  and  then 


be  ahead  of  the  bus  voltage  by  the  load  angle 
of  the  converters  already  operating.  The 
synchroscope  needle  will  not  rotate  as  the 
converters  already  tied  in  will  hold  both 
systems  at  a  ratio  of  frequencies  corTes])ond- 
ing  to  the  ratio  of  the  number  of  pole.s.  and 
the  incoming  set  will  be  held  at  exactly  the 
same  speed  as  the  others  by  the  synchronous 
motor.  The  angle  between  the  neetlle  and 
the  in-phase  position  will  be  the  load  angle 
of  the  converters  already  operating  when  the 
incoming  converter  is  on  the  proper  pole  for 
synchronizing.  This  angle  may  be  from  W 
to  75  deg.,  (lepending  on  the  load  and  which 
unit  is  operating  as  a  motor,  being  greater 
for  the  higher  frequency  generators.  As 
the   change    in    the   angle   indicated    by    the 


SYNCHRONIZING  OF  FREQUENCY  CONVERTERS 


l.-ji) 


synchroscope  due  to  slipping  a  pole  is  rela- 
tively large,  it  is  very  easy  to  determine  the 
proper  position  for  synchronizing.  The 
synchroscope  dial  may  be  calibrated  to 
indicate  this  position  for  various  values  of 
load  on  the  sets  already  operating. 

The  operations  necessary  for  synchronizing 
a  converter  with  sets  already  loaded  are  as 
follows : 

(1)  Start  the  converter  from  the  motor  end 
and  operate  from  the  line  with  full  field. 

(2)  Adjust  the  voltage  of  the  incoming 
generator  to  approximately  the  bus  voltage. 

(3)  Slip  poles  on  the  motor  by  reversing 
the  field  until  the  generator  is  ahead  of  the 
bus  voltage  by  the  load  angle  of  the  sets 
already  operating. 

(4)  Close  the  generator  on  the  bus  and 
adjust  the  field  until  the  proper  reactive  cur- 
rent is  taken  by  the  incoming  generator. 

Methods  of  Phase  Adjustment 

The  usual  standard  method  of  adjusting 
the. phase  angle  of  frequency  converters  to 
secure  proper  load  division  is  to  mount  the 
stator  of  one  unit  in  a  cradle  rigidly  secured 
to  the  base.  The  stator  may  be  securely 
clamped  in  this  cradle  when  the  required  load 
adjustment  is  obtained.  With  the  frame 
once  set  it  is  unnecessary  to  change  this 
adjustment.  A  converter  equipped  with  this 
type  of  cradle  is  shown  in  Fig.  1. 

The  synchronizing  of  converters  equipped 
with  this  type  of  adjustment  requires  that  the 
generator  be  put  on  the  line  when  its  voltage 
is  out  of  phase  with  the  bus  by  an  angle  of  30 
to  75  deg.,  which  will  cause  some  little  dis- 
turbance when  the  switch  is  closed  and  there 
will  be  some  swinging  of  the  load  between  the 
converters  before  they  settle  down  to  stable 
operation.  This  may  be  objectionable  espe- 
cially if  the  converters  are  of  large  capacity. 
and  to  eliminate  the  action  a  motor-operated 
phase-shifting  device  may  be  used.  This 
device  enables  the  stator  frame  to  be  shifted 
while  tmder  load.     When  s>'nchronizing  with 


this  device,  the  stator  frame  is  shifted  until 
the  generator  voltage  is  in  phase  with  the  bus 
voltage,  and  the  switch  closed.  There  will 
then  be  no  disturbance  on  closing  the  switch, 
but  the  converter  will  not  take  any  load  until 
the  stator  frame  is  shifted.    This  shift  ma\-  be 


Fig.  3.     Close-up  View  of  a  Motor-driven  Phase-shifting 
Device  Similar  to  That  Shown  in  Fig.  2 

adjusted  until  the  desired  load  is  taken  b\- 
the  incoming  set.  The  converter  may  also 
l3c  unloaded  before  taking  it  off  the  line,  and 
there  will  be  no  disturbance  on  opening  the 
generator  switch.  It  should  be  particularly 
noted  that  this  device  is  of  use  only  where  two 
or  more  converters  are  to  be  operated  in 
parallel. 

This  shifting  device  is  very  useful  where 
reversible  operation  of  sets  of  recent  design 
is  required  with  sets  of  the  older  types. 
The  recent  designs  will  very  likely  have 
larger  load  angles  than  the  older  ones,  unless 
larger  and  more  expensive  machines  are  used ; 
and  they  will  therefore  have  a  tendency  to 
take  less  load  than  they  should  unless  a 
shifting  device  is  employed. 

A  converter  equipped  with  this  type  of 
adjustment  is  shown  in  Fig.  2,  and  a  more 
detailed  view  of  the  device  itself  is  given  in 
Fig.  3. 


140     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  x\o.  2 


Motor-generator  Sets 

By  G.   H.  Tappax 

Alternating-current  Engineering  Department,  General  Electric  Company 

In  the  smaller  motor-generator  sets  an  induction  motor  is  usually  employed  on  the  alternating-current 
side,  while  in  the  larger  units  the  synchronous  motor  is  found  more  desirable.  Sometimes  the  field  of  the 
synchronous  motor  is  excited  from  the  direct-current  generator  and  in  other  cases  a  separate  exciter  is  provided. 
With  frequency  converter  sets  either  a  single  exciter  may  be  used  for  the  two  field  windings,  or  a  separate 
exciter  for  each,  depending  upon  the  service  for  which  the  set  is  intended.  The  author  briefly  describes  the 
basis  on  which  motor-generator  sets  are  rated.  Provision  for  heax-j-  overload  is  often  required  and  a  method  of 
compounding  the  exciter  to  automatically  take  care  of  such  conditions  is  mentioned. — -Editor. 


M' 


G.  H.  Tappan 


OTOR-GEN- 
ERATOR  sets 
in  which  one  or  more 
of  the  machines  are 
of  the  synchronous 
type  may  in  general 
be  divided  into  two 
classes; those  convert- 
ing alternating  cur- 
rent to  direct  current, 
and  those  converting 
alternating  current  at 
one  frequency  to  alter- 
nating-current at  a 
different  frequency. 
Machines  of  the  first  class  are  commonly 
known  as  motor-generator  sets;  while  those 
of  the  latter,  although  properly  motor-gen- 
erator sets  also,  arc  now  known  as  frequency 
converters. 

Those  which  convert  alternating  current 
to  direct  current  arc  the  more  numerous  of 
the  two  classes. 

There  are  many  conditions  of 
senice  where  the  rotary  or  syn- 
chronous converter  is  not  quite 
as  suitable  as  the  motor-gener- 
ator set.    Often  a  direct-current 
supph-  is  desired  where  the  volt- 
age can  be  varied  or  controlled 
over  a  considerable  range.    Also, 
the  synchronous  motor  may  be 
built  for  higher  voltages   than 
the  rotary  converter,  thus  doing 
away  with  the  necessity  of  using 
transformers.  Such  sets  arc  used 
for    electrolytic    work,    battery 
charging,  mining,  railway,  light- 
ing   and     power    sennce,    etc. 
Motor-generator  sets  which  con- 
vert alternating  current  to  direct 
current  and  which  are  of  less  than  100-kw.  ca- 
pacityare  usually  built  with  an  inductionmotor 
as  the  driver,  while  those  above  100  kw.  arc 
driven  by  synchronous  motors.     Of  the  two 
methods  of  driving,  the  synchronous  motor 
has   some   advantage.      This  motor  runs  at 


constant  speed  and  may  be  used  for  correct- 
ing the  power-factor  of  the  system  on  which 
it  operates.  The  desirability  of  this  latter 
feature  is  being  more  and  more  emphasized 
inasmuch  as  public  ser\-ice  companies  are 
beginning  to  place  a  premiiun  and  give  a 
bonus  on  this  type  of  load. 

The  majority-  of  s>-nchronous  motor-gen- 
erator sets  are  built  for  operating  from  a 
60-cycle  circuit,  although  there  are  many 
operating  from  25-cycle  circuits  and  some 
at  other  frequencies  such  as  50,  42,  40, 
30. 

The  present  day  tendency  is  to  build 
motor-generator  sets  to  run  at  as  high  a 
speed  as  practicable  because  of  the  smaller 
space  required  for  the  same  kilowatt  output 
and  the  lower  cost. 

There  is  also  a  tendency  to  enclose  ma- 
chines and  obtain  a  greater  output  from  them, 
with  the  same  heating,  by  the  addition  of 
forced  ventilation  or  improved  natural  ven- 


Fig.  I. 


Motor-generator  Set  <900  r.p  mA,  Consisting  of  an  800-kv-a  .  2300- 
volt  Synchronous  Motor  and  a  600-kw.,  2S0-volt 
Direct -current  Generator 

tilation.  Also,  since  enclosure  reduces  the 
noise  it  is  ])crmissible  to  design  motors  for 
higher  peripheral  speeds  than  is  practicable 
with  the  o])cn  type  of  machines. 

Small  size  (id-cycle  motor-generator  sots, 
such  as  .iOO-kw.  or  less,  are  not  usually  built 


AlOTOR-OENERATOR  SETS 


141 


for  voltages  higher  than  400(1.  Larger  sets  are 
built  for  voltages  up  to  lo.L'OO. 

Where  the  voltage  of  the  direct-current 
generator  is  fairly  constant  and  not  over  275 
volts,  the  field  of  the  synchronous  motor  is 
usually  excited  from  the  generator  end  of  the 
set;  but  where  the  voltage  of  the  generator 
is  greater  than  275  volts,  or  where  the  service 
required  of  the  generator  necessitates  a 
greatly  varying  or  fluctuating  voltage, 
separate  excitation  for  the  synchronous  motor 
is  required.  For  this  case  a  direct  connected 
exciter  is  generall)'  used  with  the  set. 

The  ratings  given  to  the  synchronous 
motor-generator  sets  which  have  been  stand- 
ardized by  the  General  Electric  Co.  are  those 
recognized  by  the  A.I.E.E.  These  are  the 
"nominal"  rating  and  "continuous"  or  50- 
degree  rating. 


Following  the  demand  for  the  power-factor 
correction  feature,  the  synchronous  motors 
of  the  standard  sets  are  designed  for  opera- 
tion at  a  leading  power-factor.  In  the  case 
of  the  nominal  rated  sets,  the  motors  are 
designed  for  80  per  cent  power-factor;  and 
for  the  continuous  or  50-degree  rated  sets, 
the  power-factor  chosen  usually  is  85  per 
cent. 

There  are  frequently  cases  where  a  greater 
corrective  effect  is  desirable,  which  condi- 
tions require  a  m.otor  having  a  much  lower 
power-factor  rating  and  approaching  very 
close  in  design  to  a  synchronous  condenser. 
Quite  a  number  of  such  sets  have  recently 
been  built  with  synchronous  m.otors  designed 
for  70,  60  and  30  per  cent  power-factor. 

The  character  of  the  average  load  and  the 
conditions  of  momentarv  overloads  are  taken 


Fig,  2.      Motor-generator  Set  (720  r.p  m.i.  Consisting  of  a  1600-kv  a..  12.500-volt 

Synchronous   Motor,  a  1000-kw..  600-volt  Direct-current 

Generator  and  an  Exciter 


The  nominal  rating  is  based  on  a  certain 
normal  load  maintained  continuously  until 
the  temperatures  have  become  constant,  and 
this  followed  by  a  150  per  cent  overload  for 
two  hours  on  the  generator.  Under  these  con- 
ditions the  m.aximum.  temperature  rise  is 
guaranteed  not  to  exceed  a  specified  value. 

This  rating  is  generally  applied  to  the 
motor-generator  sets  for  mining  and  railway 
service.  The  synchronous  m.otors  of  the  sets 
in  this  case  are  generally  designed  to  operate 
at  80  per  cent  power-factor  at  normal  load, 
and  the  same  field  strength  which  is  necessary 
for  normal  load  is  maintained  on  all  loads 
above  the  normal  full  rated  load. 

The  continuous  or  50-degree  rating  is 
the  load  which  the  set  will  carry  continuously 
without  exceeding  a  tem.perature  rise  of  50 
degrees.  The  momentary  overload  is  the 
only  overload  guaranteed  in  this  case. 


into  consideration  in  designing  the  synchro- 
nous motors.  Thus  the  motors  of  the  nominal 
rated  sets  are  designed  to  withstand  a  mo- 
mentary overload  of  100  per  cent,  while  the 
motors  of  continuous  rated  sets  are  designed 
for  a  momentary  overload  of  50  per  cent. 

Sometimes  the  severity  of  the  conditions, 
with  respect  to  the  nature  of  the  overload 
peaks,  requires  even  a  greater  margin  of 
safety.  This  is  especially  true  in  railway 
service.  For  such  cases  the  motors  are 
designed  for  an  overload  as  great  as  200  per 
cent,  i.e.,  capable  of  withstanding  a  momen- 
tary load  of  three  times  normal  without  the 
synchronous  m.otor  dropping  out  of  step. 

However,  another  method  of  taking  care 
of  this  condition  is  sometimes  used  where 
the  motor  line  conditions  pennit;  viz.,  that 
of  compounding  the  direct-connected  exciter 
which   excites   the   field   of  the  synchronous 


142     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


motor.  This  compounding  is  done  with  the 
direct-current  generator  line  current  or  a 
part  thereof  being  passed  through  the  series 
field  of  the  exciter.  The  adjustment  can  be 
so  made  that,  with  a  certain  direct-current 
generator  load,  the  field  current  of  the 
synchronous  motor  will  be  of  the  proper 
value  to  give  the  desired  kilovolt-amperes 
input  and  power-factor.  It  will  also  be  so 
adjusted  that  the  field  strength  for  a  peak 
load  will  be  sufficient  to  keep  the  motor 
from  dropping  out  of  step. 

When  a  momentarj'  heavy  load  occurs  on 
the  generator,  the  increase  in  current  in  the 
series  field  of  the  exciter  will  cause  a  corre- 
sponding increase  in  the  exciter  voltage, 
which  in  turn  will  result  in  a  motor  field 
current  of  sufficient  value  to  hold  the  motor 
in   step.     This  method   usually  increases  the 


the  starting  period,  it  is  the  common  practice 
on  synchronous  motors  forming  part  of 
alternating  current  to  direct  current  sets,  to 
start  with  the  field  closed  through  a  resistance. 

The  voltage  required  to  start  the  motors 
varies  considerably  with  the  design.  As  a 
general  rule,  25-cycle  motors  will  start  on 
a  lower  voltage  than  GO-cycle  motors.  Thus, 
the  25-cycle  motors  of  motor-generator  sets 
require  approximately  20  to  30  per  cent 
normal  voltage,  while  the  60-cycle  motors 
will  average  approximately  35  to  45  per  cent. 

The  other  class  of  motor-generator  sets, 
properly  known  as  frequency  con\'erters, 
is  used  to  con\-ert  power  at  one  frequency  to 
power  at  another  frequency.  The  most 
usual  application  is  in  converting  25-cycle 
power  to  60-cycle  power  for  tying  two  sys- 
tems together. 


Enclosed  Frequency  Converter  of  10.000  Kw.,  60  25  Cycles,  300  R  P  M    and  13,200  11.000  Volu 


size  of  the  exciter  due  to  the  large  scries 
field,  or  due  to  the  higher  insulation  required 
on  the  series  field,  as  the  sets  where  this 
method  is  used  may  have  a  generator  voltage 
much  higher  than  that  of  the  exciter.  Also, 
the  design  of  the  exciter  for  the  heavy  peak 
duty  requires  a  larger  exciter  than  otherwise 
would  be  necessary.  On  the  other  hand,  it 
allows  the  use  of  a  smaller  synchronous 
motor,  inasmuch  as  the  momentary  overload 
can  be  taken  care  of  and  the  size  of  the  motor 
be  determined  by  the  heating  at  the  normal 
or  average  speed. 

Motor-generator  sets  are  started  from 
either  end,  but  the  general  practice  is  to 
start  from  the  synchronous  motor  end  using 
an  auto  transformer  or  low-voltage  taps  on 
the  transformers.  Due  to  the  high  induced 
voltage  in  the  field  coils  of  the  motor  during 


Very  little  choice  is  possible  in  the  matter  of 
the  speed  of  these  sets  as  the  maximum  speed 
for  which  25-c\xle  to  (10-cycle  converters  may 
be  designed  is  300  r.p.m. ,  and  this  is  low  enough 
for  any  capacity  so  far  demanded. 

The  size  of  the  standard  line  of  frequency 
converters  ranges  from  300  kw.  to  3000  kw., 
the  smaller  sets  being  standard  for  2300  volts 
and  the  larger  sets  for  2300  to  13,200  volts. 
Sets  are  built  also  for  4000  kw.,  50(Ht  kw.  and 
larger,  there  being  a  10.000-kw.  set  now  in 
process  of  manufacture. 

The  usual  power-factor  for  which  the  2.">- 
cyclc  motor  is  designed  is  00  per  cent,  anif 
for  the  GO-cycle  generator  SO  per  cent. 

When  conditions  of  service  permit  of 
raising  the  (iO-cycle  frequency  to  (».2o 
cycles  (and  this  may  ordinarily  be  done 
if   the    prime  movers    of    that    system  allow 


SYNCHRONOUS  CONDENSERS 


143 


25-cycle  power  to 
operating  reversed 
power    to    24-cycle 


it  and  the  system  is  not  already  tied  to 
the  25-cycle  system  by  a  25-cycle  to  60- 
cycle  converter),  a  speed  of  750  r.p.m.  may 
be  used,  converting  the 
62.5-cycle  power  or,  if 
converting    the   60-cycle 

power.  The  higher  speed  allows  the  use  of 
smaller  machines  for  the  same  capacities, 
therefore  smaller  space  is  required  and  the 
cost  is  less. 

The  bulk  of  the  frequency  con^■erters  manu- 
factured are  for  the  two  conversions  of  fre- 
quency mentioned,  although  several  other 
conversions  are  common,  such  as  40  cycles 
to  60  cycles,  42  cycles  to  50  cycles,  the  latter 
being  frequently  used  in  Europe. 


The  frequency  converter  is  usually  built 
with  one  direct-connected  exciter  for  excit- 
ing the  fields  of  both  units,  but  when  a 
voltage  regulator  is  used  on  the  generator 
it  is  usually  customary  to  have  a  direct- 
connected  exciter  for  each  unit,  one  being 
placed  on  each  end  of  the  frequency  con- 
verter. 

One  of  the  units  of  the  frequency  converter 
is  built  with  adjustable  feet,  so  that  the 
stator  may  be  rotated  to  get  the  correct 
phase  relation  for  synchronizing.  A  complete 
explanation  of  this  arrangement  is  given  in 
the  article,  "Parallel  Operation  and  Synchro- 
nizing of  Frequency  Converters,"  by  O.  E. 
Shirley,  in  this  issue. 


Synchronous  Condensers 

By  E.  B.  Plenge 
Alternating-current  Engineering  Department,  General  Electric  Company 

As  a  means  of  controlling  voltage  on  high  potential  long  distance  transmission  lines,  the  synchronous 
condenser  is  an  absolute  necessity.  It  is  also  an  economical  investment  for  users  of  large  quantities  of  power 
at  low  power  factor,  as  it  is  now  common  practice  for  central  stations  to  make  a  charge  for  supplying  wattless 
current.  Greater  latitude  in  the  electrical  characteristics  is  permissible  in  the  design  of  synchronous  con- 
densers that  are  not  intended  to  carry  mechanical  loads.  In  most  applications  a  synchronous  condenser  is 
required  to  carry  leading  currents,  but  occasionally,  as  for  example  when  the  load  is  removed  from  a  trans- 
mission line,  it  may  be  necessary  to  operate  the  synchronous  condenser  with  a  lagging  current.  The  require- 
ments of  machines  for  such  service  are  shown  vectorially.  Starting  characteristics,  ventilation  and  prevention 
of  noise  are  also  briefly  referred  to. — Editor. 


T" 


E.  B.  Plenge 


'HAT  the  econo- 
mies effected  in 
the  operation  of  gener- 
ators, transformers, 
and  transmission 
lines  by  the  use  of 
synchronous  condens- 
ers are  now  generally 
appreciated  is  evident 
by  the  rapidly  in- 
creasing number  of 
applications  of  these 
machines  for  power- 
factor  correction. 
The  higher  rates 
charged  for  loads  of  low  power-factor  by  many 
power  companies  is  undoubtedly  partly 
responsible  for  this  increase.  The  use  of 
condensers  on  long  transmission  lines  for 
voltage  control  is  a  practical  necessity'.  This 
article  will  be  confined  to  the  design  and 
characteristics  of  the  condensers  them- 
selves, as  other  articles  have  dealt  at  length 
with  the  determination  of  the  capacity  re- 
quired to  attain  certain  results. 

In  general,  the  design  of  a  synchronous 
condenser  differs  little  from  that  of  a  syn- 
chronous motor,  but  the  fact  that  the  con- 
denser runs  idle;  i.e.,  with  no  mechanical  load 


and  at  approximately  zero  power-factor,  per- 
mits of  certain  modifications  which  result  in  a 
less  expensive  machine  than  a  motor  or  gener- 
ator of  the  same  kilovolt-ampere  capacity. 

Speed  and  Capacity 

A  reduction  in  cost  is  obtained  by  an 
increase  in  speed,  up  to  the  point  where  the 
greater  mechanical  stresses  necessitate  a 
m.ore  expensive  type  of  construction  or  where 
a  change  is  required  in  the  electrical  loading 
(such  as  lower  armature  reaction)  to  relieve 
the  duty  on  the  field.  As  the  speed  of  the 
condenser  is  usually  left  to  the  choice  of  the 
manufacturer,  it  is  made  as  high  as  possible 
with  a  salient  pole  type  of  rotor.  This  con- 
struction has  been  found  best  suited  for  con- 
densers and  is  now  used  almost  exclusively. 
The  mechanical  design  is  therefore  the  same 
as  for  high-speed  waterwheel-driven  gen- 
erators with  the  added  problem  of  designing 
an  amortisseur  winding  to  withstand  the  high 
stresses.  Fig.  8  in  the  article  entitled,  "  Large 
Horizontal  Alternating-current  Waterwheel- 
driven  Generators  and  Synchronous  Condens- 
ers," page  151,  illustrates  the  rotor  of  a  12,500- 
kv-a..  500-r.p.m.  condenser  and  is  typical  of  the 
construction  used.  Small  capacity  condensers 
have  been  built  with  speeds  as  liigh  as  1800 


144     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


r.p.m.  The  most  economical  speed  will,  of 
course,  be  lower  as  the  capacity  is  increased, 
so  moderate  size  60-cycle  machines  are  built 
to  operate  at  speeds  of  from  900  to  720 
r.p.m.  and  the  largest  sizes  at  600  r.p.m. 

The  size  of  individual  units  has  followed 
the  increased  capacity  of  generating  stations 
and  transmission  lines.  At  present,  there  are 
a  considerable  number  of  machines  in  opera- 
tion with  capacities  ranging  from  5000  to 
15,000  kv-a.  and  a  50-cycle  condenser  of 
30,000-kv-a.  capacity  at  600  r.p.m.  is  now 
under  construction. 

Electrical  Design 

As  a  condenser  runs  with  little  or  no 
mechanical  load,  it  can  be  designed  without 
consideration  of  the  breakdown  torque.  The 
armature  reaction  can  therefore  be  made 
higher  and  ttie  no-load  excitation  lower  than 
in  a  synchronous  motor.  The  reduction  in 
the  length  of  air  gap  is  limited  principally  by 
the  heating  of  the  pole  faces  and  the  increase 
in  the  leakage  reactance. 


A  machine  designed  with  a  large  ratio  of 
armature  reaction  to  no-load  excitation, 
however,  will  have  a  very  flat  phase  char- 
acteristic or  "V"  cur\-e  with  the  minimum 
input  point  m  near  the  origin,  curve  A,  Fig. 
1.      With    no    excitation    whatever    it    will 


U 


Fig.  2. 


Vector  Diagram  of  Current,  Voltage,  and  m.m  f. 
Relations  at  Zero  Power-factor  Leading 


120 
5110 

L. 

olOO 

I 
S   90 

i2   60 


s  60 
a 

5   50 


.3    40 
o 
S 
<    30 

a 
I    10 


0        10       20      30      4  1       50      60       70      80      90      100     UO 
Amperes  Field  in  Fcr  Cent  of  Full  Lo&d  Excitation 

Fig.  1.      Comparative  PhaHc  Characteristic  Curves  for  Two 
Values  of  Armature  Reaction  and  No-load  Excitation 


Taking  advantage  of  these  factors  and  also 
the  fact  that  the  mechanical  parts,  such  as 
the  base,  shafts,  standards,  and  bearings  can 
be  made  lighter  than  for  a  motor  or  generator, 
results  in  a  compact  and  ellicient  machine 
requiring  comparatively  little  floor  space  antl 
having  excellent  starting  characteristics. 


1 ■ 

1 

// 

\ 

— 

— 

-- 

. — 

— 

__, 

-- 

— 

7 

( 

\ 

/ 

/ 

\ 

/ 

/ 

\ 

^ 

// 

/ 

\ 

/ 

/ 

\ 

\ 

/ 

,/ 

'b 

1 

\ 

\ 

/ 

/ 

/ 

1 
1 

\ 

\ 

/ 

/ 

1 

1 

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V  , 

/ 

1 
1 

V 

Y 

1 

1 

operate  at  a  lagging  power-factor  at  only  40 
or  50  per  cent  of  its  rated  capacity  and  will 
require  a  range  of  approximately  30  to  125 
volts  across  the  collector  rings  from  the 
minimum  input  point  m  to  full  capacity 
leading  power-factor.  This  is  not  objection- 
able when  the  condenser  is  used  solely  for 
raising  the  power-factor  and  is  not  required 
to  operate  at  lagging  power-factors,  since 
automatic  regulators  can  be  built  for  this 
range  in  excitation  voltage. 

The  reasons  for  this  wide  range  in  excita- 
tion will  probably  be  most  readily  under- 
stood by  a  consideration  of  the  vector 
diagrams.  Fig.  2  illustrates  the  current. 
voltage,  anil  m.m.f.  relations  at  zero  power- 
factor  leading.  E  is  the  terminal  voltage 
and  li\  the  internal  voltage.  Ir  is  the  resist- 
ance dro])  at  right  angles  to  the  voltage  and 
is  of  so  little  elTect  that  it  can  usually  be 
neglected.  Ix  is  the  reactance  dro])  which 
adds  directly  to  E.  F  and  Ft  arc  the  ampere- 
turns  required  to  produce  the  fluxes  cor- 
responding to  E  and  Ei  respectively.  .4  is 
the  armature  reaction. 

It  will  be  noted  that,  in  atUlition  to  the 
ampere-turns  on  the  field  required  for  the 
voltage  E,.  there  must  lie  atiiled  an  amount 
equal  to  .4  as  the  armature  reaction  is  entireh' 
demagnetizing  at  zero  power-factor  leading. 
The  total  amperc-tums  requia^d  for  excita- 
tion is  represented  by  Fo. 


SYNCHRONOUS  CONDENSERS 


145 


At  the  minimum  input  point  m,  F  is 
approximately  the  same  as  Fi  since  both  Ix 
and  Ir  are  small  under  this  condition.  An 
inspection  of  Fig.  2  will  show  that  if  the 
armature  reaction  is  increased  and  the  no- 
load  excitation  reduced,  there  will  be  a  rapid 


Fig.  3.      Vector  Diagram'of  Current,  Voltage,  and  m.m.f. 
Relations  at  ZeroPower-factor  Lagging 

increase  in  the  range  of  excitation  required 
from  minimum  input  to  full  capacity  leading 
power-factor.       This    range    is    represented 

approximately  by  the  ratio  -^ 

Fig.  3  shows  the  relations  at  zero  power- 
factor  lagging.  In  this  case  Ix  subtracts  from 
the  tenninal  voltage  E,  and  as  the  armature 
reaction  A  is  magnetizing  it  also  subtracts 
from  Fi.  The  resultant  excitation  Fn  thus 
becomes  very  small. 

When  a  condenser  is  used  at 
the  end  of  a  long  transmission 
line  having  considerable  capacity, 
it  often  becomes  necessary  to 
operate  at  lagging  power-factors 
when  charging  the  line  or  during 
periods  of  light  load  in  order  to 
reduce  the  voltage  at  the  receiving 
end.  In  certain  instances  it  is 
necessary  to  hold  the  voltage 
constant  on  the  high-tension  side 
and  the  requirements  on  the  con- 
denser then  become  even  more 
severe  as  the  reactance  of  the 
transformers  adds  to  Ei.  Fig.  2, 
at  leading  power-factors  and  sub- 
tracts from  El,  Fig.  3,  at  lagging 
power-factors. 

It  is  evident  from  Fig.  3  that 
a  condenser  will  not  operate  at 
full  capacity  lagging  if  the  arma- 
ture reaction  .4  exceeds  Fi,  the 
ampere-turns  corresponding  to 
the  internal  voltage  E\.  Theo- 
retically, the  proper  relation  be- 


tween A  and  Fi  can  be  obtained  by  lengthen- 
ing the  air  gap  and  thus  increasing  Fi  but 
this  results  in  a  proportionate  increase  in  the 
full-load  excitation  Fo.  The  reactance  is 
slightly  less  with  the  longer  gap,  but  this  is 
offset  by  the  increased  leakage  between 
poles.  It  is  seldom  that  the  additional  excita- 
tion can  be  provided  on  the  field  on  account 
of  the  limitations  as  to  space  and  heating. 
The  armature  reaction  must  therefore  be 
reduced  at  the  same  time  that  Fi  is  in- 
creased, in  order  to  keep  the  full-load  excita- 
tion approximately  the  same.  The  effect 
is  that  the  angle  of  the  phase  characteristic 
cur\'e  is  accentuated  and  the  minimum  input 
point  m  is  moved  away  from  the  origin,  as 
shown  by  cun^c  B,  Fig.  1.  This  results  in  a 
larger  and  more  expensive  machine.  For 
example,  a  2000-kv-a.  condenser  to  operate 
at  leading  power-factors  only  can  be  built 
with  a  core  length  of  say  20  inches.  To 
operate  at  full  capacity  at  both  leading  and 
lagging  power-factors,  and  still  keep  the 
excitation  voltage  within  the  range  of  a 
voltage  regulator,  it  is  necessary  to  increase 
the  length  to  say  30  inches.  The  cost, 
however,  is  not  increased  in  the  same  pro- 
portion. 

If  separate  excitation  is  provided  for  the 
voltage  regulator,  it  will  operate  from  prac- 
tically 0  to  125  volts  and  a  considerable 
saving  can  be  effected  in  the  size  of  the 
condenser.    This  excitation  can  be  supplied  by 


i 


Fig.  4. 


A  Synchronous  Condenser  withSDirect-connected  Exciter  for  the 
Main  Field  and  Small  Exciter  for  the  Regulator 


146     Februarv,  192n 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  2 


storage  batteries  or  any  other  fairly  con- 
stant source.  Fig.  4  illustrates  a  condenser 
furnished  with  a  direct-connected  exciter  for 
the  main  field  and  a  small  exciter  for  the 
regulator. 

It  is  realized  of  course  that  by  reversing 
the  field  of  the  condenser  the  lagging  kilo- 
volt-amperes  can  be  increased,  but  behavior 
under  this  condition  is  uncertain,  and  no 
attempt  has  so  far  been  made  to  operate  in 
this  manner  commercialh',  although  it  is  done 
in  the  Testing  Department  of  the  Company. 
If  the  negative  excitation  is  increased  bevond 


turbance  to  the  line,  starting  induction 
motors  have  been  applied  as  shown  in  Fig.  5. 
Motor-driven  pimips  for  supplying  oil  to  the 
bearings  at  a  sufficient  pressure  to  lift  the 
rotor  and  thus  reduce  the  torque  required  to 
break  the  machine  from  rest  have  also  been 
used. 

Ventilation  and  Noise 

The  problem  of  ventilation  is  the  same  as 
for  generators  with  the  exception  that  con- 
densers are  more  often  in  rooms  by  them- 
selves.    The  smaller  sizes  are  entirely  open. 


Fig. 


5.     Synchronous  Condenser  Eqxipped  with  an  Induction  Starting  Motor  to  Reduce 
to  the  Minimum  the  Line  Disturbance  at  Starting 


a  certain  point  the  machine  will  slip  a  pole 
and  ^continue  to  operate,  but  the  kilovolt- 
amperes  will  drop  to  the  amount  correspond- 
ing'to  the  same  positive  excitation. 

Starting 

These  machines  are  provided  with  high- 
resistance  amortisseur  windings  and  arc 
usually  started  as  induction  motors  by  means 
of  compensators  or  low-voltage  taps  on  the 
transformers.  In  general,  the  starting  kilo- 
volt-amperes  do  not  exceed  50  per  cent  of  the 
rated  capacity  and  are  usually  much  less. 
In  some  cases  where  it  is  particularly  im- 
portant   to    start    with    the    minimum    dis- 


tho  moderate  sizes  scni-encloscd;  i.e.,  these 
draw  air  in  around  the  shaft  and  discharge 
it  into  the  room  throu.yh  holes  in  the  stator 


irame. 
enclosed 
through 
purpose 


The    largest    sizes    are    completely 
air  being  drawn  in  and  discharged 
duels    especially    jirovidcd    for    the 
All  the  condensers  are  self  ventilat- 
ing, air  being  circulated  in  the  larger  machines 
by  means  of  fans  attached  to  the  rotor 

Condensers  are  occasionally  instalitd  in 
residential  sections  and  it  then  becomes 
necessary  to  take  special  precautions  to  make 
the  operation  as  quiet  as  possible.  This  is 
accomplished  by  either  jiartially  or  totally 
enclosing  the  machine. 


147 


Large  Horizontal  Alternating-current  Waterwheel- 
driven  Generators  and  Synchronous 
Condensers 

By  M.  C.  Olson 
Alternating-current  Engineering  Department,  General  Electric  Company 

In  the  November,  1919,  issue  of  the  Review  the  writer  dealt  with  designs  of  hirge  vertical  waterwheel- 
driven  generators.  In  the  article  below  some  features  of  large  horizontal  waterwheel-driven  generators  and 
synchronous  condensers  are  considered.  The  importance  of  these  subjects  is  emphasized  by  the  fact  that  the 
number  of  waterpower  installations  is  constantly  increasing  and  yet  only  16  per  cent  of  the  latent  waterpower 
resources  of  the  world  has  so  far  been  utilized.  More  and  more  synchronous  condensers  are  being  used  on 
power  circuits;  the  writer  describes  the  largest  condenser  ever  designed  and  also  the  highest  voltage  condenser 
built. — Editor. 


T' 


'HE  trend  in  the 
design  of  water- 
wheel-driven  gener- 
:  1  tors  and  synchronous 
condensers  is  contin- 
ually toward  higher 
speeds  and  larger 
capacities.  As  a  rule, 
the  higher  the  speed 
the  lower  is  the  cost 
of  the  waterwheel,  as 
well  as  the  generator 
or  synchronous  con- 
denser. 

There  are  cases, 
however,  where  higher  speed  machines  may 
be  more-  expensive  than  those  of  a  lower 
speed,  due  to  the  special  and  more  expensive 


M.  C.  Olson 


% 


Fig.  1. 


A  High-speed.  (630  r.p.m.)  Totally-enclosed.  Self-ventilating,  10,500-kv-a. 
6600- volt.  Three-phase,  Waterwheel-driven   Generator 


design  of  rotor  occasioned  by  the  overspeed 
requirement  of  the  waterwheel.  The  poles 
on  the  high-speed  machines  become  large  and 
heavy,  and  consequently  require  special  con- 
struction for  attaching  them  to  the  field  rim. 
Two  or  three  supporting  brackets  between 
poles  are  sometimes  required  to  prevent  the 
heavy  field  winding  from  bulging  out. 

The  rotors  of  high-speed  machines  are 
balanced  with  extreine  accuracy,  so  that 
when  running  no  vibration  is  transmitted  to 
the  bearings. 

Fig.  1  shows  one  of  the  highest  speed  gen- 
erators.    It  is  rated    10,500-kv-a.,    0.75-p-f., 
6600-volt,    three-phase,    42-cycle,  630-r.p.m., 
and  two  of  them  were  built  for  the  Breda 
Power  Company,    Milan,   Italy.     Each  unit 
has    a    40-kw.,    250-volt,    compound-wound, 
direct-connected    exciter. 
These   machines    are   located 
at   an    altittide    of  5610  feet 
and  are  to  operate  at  any  volt- 
age between  GOOO   and   6600 
volts.    The  guarantees  under 
these    conditions  are  50  deg. 
C.    by    thermometer    on    all 
,  parts. 

The  machines  are  totally- 
enclosed  and  are  of  the  self- 
ventilating  type,  the  air  for 
\'enti]ation  being  supplied 
through  ducts  in  the  founda- 
tion and  being  drawn  into 
the  rotor  at  each  side  by  the 
poles  and  by  fans  vi^hich  are 
attached  to  the  rotor  rim. 
After  passing  through  the 
ir  achine  the  air  leaves  through 
a  duct  located  at  the  bottom 
of  the  stator  frame.  The 
amount  of  ventilating  air 
rcTuired  is  approximately 
oO.COf)  cu.  ft.  i3er  min.  Around 


\ 


148     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


the  periphery  of  the  stator  frame  there  are 
several  holes  which  are  closed  by  small  sheet - 
iron  covers  that  m.ay  easily  be  detached  if 
the  operator  desires  to  allow  the  warm  air 
from  the  m_achine  to  escape  into  the  room 
in    cold    weather.     The    enclosed    shield    on 


Fig.  2.      Rotating  Field  of  the  Generator  shown  in  Fig.  1. 

This  photograph  was  taken  before  the  ventilating  fans 

were  assembled  on  each  side  of  the  rotor  rim 


each  side  also  has  several  covered  openings 
through  which  to  inspect  the  inside  of  the 
machine.  In  addition  to  obtaining  a  definite 
flow  of  cooling  air  through  the  machine,  these 
enclosing  features  reduce  to  a  minimum  the 
noise  occasioned  by  the  revolving  parts. 

The  rotor  is  shown  in  Fig.  2.  The  field 
spider  consists  of  two  cast- 
steel  wheels.  The  poles  are 
attached  to  the  field  rim  by 
four  T-dovetails,  as  the  rotor 
must  be  capable  of  withstand- 
ing an  overs]Deed  of  SO  per 
cent  above  norm.al.  The  rotor 
has  fans  at  each  side  of  field 
rim,  but  these  are  not  shown 
in  the  illustration.  The  11 7\- 
of  this  rotor  is  420,(KJ(),  this 
being  the  amount  required 
by  the  waterwheel  makers 
for  proper  speed  regulation. 

Six  leads,  that  is,  the  ends 
of  each  phase,  are  brought 
out  to  the  terminal  board  of 
this  generator  for  use  in  con- 
nection with  current  trans- 
formers and  relays  for  ])rotec- 
tive  devices.  The  reactance 
is  approximately  Ki  per  cent, 
and    the    test    efficiency    at  p^    3    ^  Generator 

10,500  kv-a.,   1.0  p-f.  is  97. :i  Fig 


per  cent,  and  at  10,500  k\'-a.,  0.75  p-f.  is  96.3 
per  cent. 

A  generator  of  similar  design  and  ventilation 
of  lower  speed  and  larger  diameter  is  shown  in 
Fig.  3.  Its  rated  output  is  7050  kv-a.  at  0.85 
p-f.,  0600  volts  and  375  r.p.m.  Two  of  these 
generators  were  built  for  the  Tasmanian 
Govemmient,  Australia,  and  two  more  are  now 
being  built.  The  rotor  is  designed  to  with- 
stand a  runaway  speed  of  two  times  normal 
without  distortion  of  any  of  the  parts. 

Alachines  of  different  capacities  and  speeds 
require  different  methods  of  construction 
and  ventilation.  Waterwheel-driven  genera- 
tors are,  in  m.ost  cases,  self  contained;  i.e., 
they  are  supplied  with  shaft,  bearings,  and 
base  or  foundation  caps.  The  flywheel  eflfect 
required  is  usually  embodied  in  the  rotor  of 
the  generator.  In  som.e  cases  the  waterwheel 
is  overhung  on  the  generator  shaft,  which 
m„akes  it  necessar\-  to  design  the  shaft  and 
bearings  to  take  care  of  the  weight  of  water- 
wheel and  water  thrust,  if  any. 

A  somewhat  unusual  design  is  shown  in 
Fig.  4,  a  10,000-kv-a.,  5000-volt,  three-phase, 
50-cycle,  300-r.p.m.  generator,  six  of  which 
were  built  for  the  Andhra  Valley  Power  Sup- 
ply Company,  India.  As  it  was  required  to 
provide  for  moving  the  stator  in  the  direction 
of  the  shaft  to  facilitate  repairing  and  to 
utilize  the  space  thrust  required,  the  venti- 
lating hoods  were  so  designed  as  to  take  in 
all  the  air  from  one  side  instead  of  from  both 
sides  of  th'^  iront^rator. 


of  Larger  Diameter  and  Lower  Speed  Than  That  Shown  in 
1.  but  of  Similar  Design  and  Ventilation 


LARGE  ALTERNATING-CURRENT  WATERWHEEL-DRIVEN  GENERATORS     149 


Fig.  4.      A  10,000-kv-a.  Generator  of  Somewhat  Unusual  Design,  in  That  All  the 
Ventilating  Air  is  Drawn  in  from  One  Side 


This  design  has  the  further  advantage  that 
it  relieves  the  weight  on  the  bearing,  due  to 
the  overhung  Pelton  waterwheel,  which  in  this 
case  is  opposite  from  the  usual  side.  The 
center  line  of  the  overhung  waterwheel  is 
32  in.  from  the  outside  of  the  bearing  housing. 

The  machine  is  entirely  enclosed.  All  the 
cooling  air  is  taken  in  through  a  duct  below 


^/** 


Fig.  5.      An  8,750  kv-a.,  500  r.p.m.,  6000-volt.  Waterwheel-driven  Generator 

of  the  Usual  Construction,   Wherein  the   Ventilating   Air   is  Drawn  in 

Around  the  Shaft  and  Expelled  Through  Openings  in  the  Stator 


the  generator  on  one  side,  the  duct  being  4  by 
(i  ft.,  and  is  discharged  into  another  duct  6  by 
12  ft.  4  in.  through  the  bottom  of  the  stator 
frame.  Air  dampers,  made  of  steel  plate,  are 
located  in  the  air  inlet  and  outlet  to  regulate 
the  am.ount  of  air  and  to  prevent  air  entering 
when  the  machine  is  not  in  use.  Underneath 
the  feet  of  the  stator  are  rollers  so  arranged 
that,  after  the  ventilating  hoods 
have  been  removed,  tlie  amiature 
can  be  easily  moved  along  the 
shaft  for  repairs. 

The  bearings  of  this  machine 
are  cooled  by  water  circulating 
through  copper  coils  imbedded  in 
the  babbitt.  On  all  horizontal 
machines  the  bearing  pedestals 
are  insulated  from  the  base  to 
prevent  circulating  currents  that 
may  be  produced  by  unbal- 
anced magnetic  conditions,  from 
flowing  through  the  shaft  and 
bearings. 

The  rotors  of  two  of  these 
machines  were  run  in  a  testing 
pit  at  SO  per  cent  above  speed 
for  fifteen  minutes  without  any 
distortion  of  field  coils  or  poles. 
The  temperature  guarantees  on 
the  generators  are  60  deg.  F.  rise 
bv  thermometer  for  continuous 
ojDeration  at  10,000  kv-a.,  0.8  p-f. 
and   SO   deg.   F.  rise  on  a  rating 


150     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


^  Fig.  6.     A  10.000-kv-a.,  300-r.p.in.,  6600-volt  Generator  of  the 
Same  General  Construction  as  Tiiat  Shown  in  Fig.  5 


of  12,000  kv-a.,  0.8  p-f.  for  ten  hours  based 
on  a  room  temperature  of  110  deg.  F. 

Figs.  5  and  6  show*  the  usual  construction 
of  waterwheel-driven  machines,  with  sheet- 
iron  enclosing  shields.  The  air  for  ventilation 
is  drawn  into  the  machine  around  the  shaft 
and  expelled  into  the  room  through  openings 
in  the  stator  spider.  This  last  machine  has 
water-cooled  bearings  designed  to  carr\-  one 
half  of  the  weight  of  a  15-ton  fl>T\-heel  at  the 
coupling  end. 

Synchronous  condenser  designs  are  very 
similar  to  waterwheel-driven  generators  both 
in  mechanical  arrangement  and  ventilation, 
except  the  poles  are  equipped  with  a  squirrel- 
cage  winding  for  stability  of  operation  and 
for  self  starting.  The  number  of  slots  in  the 
stator  and  the  size  of  the  rotor  bars  and  end 
rings  are  so  proportioned  as  to  require  the 
lowest  amount  of  kilovolt-amperes  at  starting. 

A  sectional  view  of  the  largest  capacity 
condenser  under  construction  is  shown  in 
Fig.  7.  It  is  a  30,000-k-A--a.,  (iOOO-volt.  50- 
cycle,  10-pole,  GOO-r.p.m.  machine,  and  will 
be  capable  of  operating  at  20,000  kv-a.  lagging. 

The  machine  is  arranged  with  hoods  for 
the    intake    of    approximately    s.'i.Ofiii    cubic 


I 


Fig.  7.     Sectional  Drawins  of  a  30.000-kv-a.,  6000-voIt,  600-r.p.m.,  Totally-enclosed  Synchronou*  Condenser 


LARGE  ALTERNATING-CURRENT  WATERWHEEL-DRIVEN  GENERATORS     151 


Fig.  8.      A  12,500-kv-a.,  22.000-volt  Synchronous  Condenser 


feet  of  air  per  minute  and  is  designed  to 
exhaust  the  air  vertically  at  the  top.  A  special 
double  ventilating  hood  is  provided  for  ad- 
mitting this  amount  of  cooling  air  which  is 
drawn  into  the  rotor  by  the  poles  and  fans. 
On  accovint  of  the  ver}'  long  stacking  of  this 
machine  and  the  amount  of  air  required  for 
cooling,  the  fans  at  each  end  of  the  rotor  are 
double "  and  have  curved  blades.  The  guar- 
antees on  this  condenser  for  continuous  opera- 
tion are  50  deg.  C.  by  thermometer  and  60 
deg.  C.  rise  by  temperature  coil,  except  the 


field  which  will  be  80  deg.  C.  rise  by  ther- 
mometer. Special  attention  has  been  directed 
to  the  elimination  of  those  harmonics  in  the 
wave  shape  that  would  produce  inductive 
interference  with  communicating  lines. 

The  rotor,  instead  of  being  built  in  the 
usual  way  of  steel  castings,  is  built  of  steel 
plates  in  four  sections.  Each  section  consists 
of  a  number  of  H-in.  plates  and  2-in.  plates 
riveted  together  and  shrunk  on  the  shaft. 
The  rotor  center  is  heated  to  approximately 
SO  deg.  C.  above  the  room  temperature  for 


Figs.  9  and  10.     Stator  Coils  of  the  Condenser  shown  in  Fig.  8,  showing  the  method  used  to  support 

them  at  the  ends  of  the  windings 


152     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


Fig.  11.      Rotor  with  Squirrel-cage  Winding  for  the 
Condenser  shown  in  Fig.  8 

assembling  on  the  shaft.  The  rotor  spider 
and  shaft  are  to  be  shipped  assembled.  The 
bearings  are  arranged  for  water  cooling  and 
oil  pressure  will  be  used  when  starting.  The 
direct-connected  exciter  is  1.5()-kw.,  2oO-Yolt, 
and  is  compound  wound.  The  exciter  arma- 
ture has  a  stub  shaft  with  forged  coupling  and 
is  bolted  to  the  end  of  the  condenser  shaft. 
The  magnet  frame  of  the  exciter  is  supported 
by  the  bearing  housing. 

The  condenser  is  to  be  .started 
by  a  compensator  in  connection 
with  a  50  per  cent  tap  in  the 
transformer.  The  potential  taps 
a\-ai]able  for  starting  will  be  .'50, 
.3712,  and  45  per  cent  of  the 
normal  voltage. 

The  highest  voltage  condenser 
built  is  shown  in  Fig.  S,  being 
22,000  volts,  12,500  kv-a.,  500 
r.p.m.,  three-phase,  50  cycles, 
two  of  which  were  constructed 
for  the  Andhra  Valley  Power 
Supply  Co.,  Bombay,  India. 
The  temperatures  arc  guaran- 
teed not  to  exceed  SO  deg.  F. 
on  the  armature  and  100  deg. 
F.  on  the  field  when  operating 
continuously  at  12,500  kv-a. 
leading,  based  on  a  room  temper- 
ature of  110  deg.  F.  (433^ 
deg.  C). 

On  account  of  the  very  high       p^^  ,2     ^  5500 
voltage  and  great   expense   in-  exciter  at 


volved  in  making  up  the  armature  coils,  un- 
usual precautions  have  been  taken  in  making 
the  coils  and  assembling  them  in  the  stator. 
The  projecting  ends  of  the  armature  coils  are 
laced  to  three  steel  binding  bands  firmlj-  suji- 
ported  from  the  stator. 

Figs.  9  and  10  show  the  stator  coils  and 
their  method  of  support  at  the  ends  of  the 
windings.  These  windings  were  giv^en  a 
high-potential  test  of  50,000  volts  for  one 
minute,  between  phases  and  between  phases 
and  frame. 

The  ventilation  of  this  condenser  is  the 
same  as  that  for  the  m.achines  shown  in  Figs. 
1  and  3,  the  air  being  taken  in  at  each  side 
of  the  ventilating  hood  and  expelled  at  the 
bottom  of  the  stator  frame  through  an 
opening  3  ft.  9  in.  by  10  ft.  5  in.  In  order 
to  protect  the  high-voltage  coils  from  hand- 
ling as  much  as  possible  in  erection,  the 
stator  without  ventilating  hoods,  but  with 
punchings  and  windings,  is  to  be  shipped 
completely  assembled.  The  rotor  complete 
with  its  squirrel-cage  winding  is  shown  in 
Fig.  11. 

Fig.  12  shows  a  G500-kv-a.,  50-cycle,  6300- 
volt,  750-r.p.m.  condenser,  with  direct-con- 
nected exciter  at  one  end  and  starting  induc- 
tion motor  at  the  other  end. 

The  design  of  the  stator  and  rotor  of  water- 
wheel-driven  generators  and  synchronous  con- 
densers are  so  proportioned  that  the  wave 
form  follows  verv  closelv  a  sine  wave. 


kv-a.,  6300-volt.    7S0-r.p.ni.    Condenser,  having  a  direct -connected 
the  near  end  and  a  starting  induction  motor  at  the  far  end 


Measurement  of  Losses  and  Efficiency  by 
Temperature  Rise  of  Ventilating  Air 

By  Wm.  F.  Dawson 

Turbo-generator  Department,  Lynn  Works,  General  Electric  Company 

The  determination  of  the  losses  and  efficiency  of  a  machine  by  measuring  the  temperature  rise  of  'its 
ventilating  air  possesses  many  advantages  which  will  undoulitedly  make  this  type  of  test  popular.  Two 
methods  are  applicable;  first,  measure  the  average  inlet  and  outlet  temperatures  and  the  volume  of  the 
ventilating  air,  assuming  the  specific  weight  and  heat  of  the  air;  second,  measure  the  aveiage  inlet  and  oa*:let 
temperatures,  pass  the  discharged  air  through  an  electric  heater  of  known  capacity  and  measure  the  average 
temperature  of  the  air  fiom  the  heater.  J3oth  methods  arc  described  and  discussed  in  detail  belowjand 
several  actual  tests  are  included  for  the  purpose  of  illustration. — Editor. 


d; 


Wm.  F.  Dawson 


|URING  the  dis- 
cussion of  a  group 
of  papers  on  ' '  The 
Method  of  Determin- 
ing Losses."  before 
the  American  Insti- 
tute Electrical  Engi- 
neers in  1913,  H.  M. 
Hobart  made  a  strong 
plea  for  this  method  of 
determining  losses.* 
The  author  had  previ- 
ously made  some  ex- 
periments and  since 
then  has  followed  the 
subject  with  considerable  success.  An  im- 
portant contribution  to  the  subject  is  con- 
tained in  the  paper  by  S.  P.  Barclay  and 
S.  P.  Smith,  entitled,  "Determination  of  the 
Efficiency  of  the  Turbo-alternator,  "t 

The  A.I.E.E.  papers  referred  to  and  their 
discussion  made  it  plain  that,  with  the 
methods  available  at  that  time,  an  accurate 
determination  of  full-load  efficiencies  was 
practically  impossible  without  the  great  ex- 
pense of  making  special  input-output  tests, 
in  conjunction  with  calibrated  loss  supply 
apparatus. 

Load  losses  cannot  as  a  rule  be  measured 
directly  and  can  be  determined  only  by 
subtracting  known  losses  from  a  reasonabh' 
accurate  determination  of  all  the  losses  made 
either  by  the  input-output  method  or  by  the 
method  described  herewith.  Obviously,  the 
latter  system  can  be  used  only  where  the 
arrangements  for  ventilating  the  machine 
under  test  are  such  that  there  is  a  distinct 
path  for  the  ventilating  air,  and  where  it  is 
possible  to  measure  accurately  the  average 
temperature  of  the  inlet  air  and  the  average 
temperature  of  the  outlet  air  at  such  jjoints  in 
the  air  path  that  the  temperature  difference 

*  Transactions  A.  I.  E.  E.;  Vol.  32.  Pt.  I,  Page  645. 
t  Journal  I.  E.  E.  (London).  Vol.  57,  April,  1919.      • 


is  affected  wholly  and  only  by  the  losses  of  the 
machine.  Such  losses  as  those  of  the  bearings 
and  those  by  convection  must  be  determined 
in  a  different  manner  and  care  must  be 
exercised  to  insure  that  extraneous  heat  such 
as  that  from  steam  pipes,  etc.,  is  not  added 
to  the  discharged  air  before  its  temperature 
is  measured. 

There  are  two  methods  of  determining  the 
losses  by  the  air  method:  The  first  is  by 
measuring  the  average  inlet  and  outlet  tem- 
peratures, and  the  volume  of  air  passing 
through  the  machine;  assuming  the  specific 
weight  of  the  air  and  its  specific  heat.  The 
second  method,  and  apparently  the  more 
satisfactory  one,  necessitates  the  measure- 
ment of  average  inlet  temperatures  and 
average  outlet  temperatures;  the  passing  of 


Plan  showmqdischarqc 
opening  divided  into 
SQuares  by  stretching 
thin  cordsacross 


1-Linttd  with  thin 
s^ect  metal. 


//  '~<^  Expanded  or 

//  '-^'perforated 

tX  nietal  screens 

li 


Fig,  1.      Temporary  Discharge  Trunk   to 

Facilitate  the  Accurate  Measurement 

of  Air  Volume  and  Temperature  t 

the  discharged  air  through  a  suitable  tunnel 
or  duct  in  which  is  placed  an  electric  heater 
that  supplies  a  known  quantity  of  heat 
during  the  test;  and  the  measuring  of  the 
average  temperature  of  the  air  as  it  is  dis- 
charged from  the  heater. 


154     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol   XXIII.  Xo.  2 


Measuring  of  the  Air  Volume 

Barclay  and  Smith*  describe  the  testing 
and  calibration  of  anemometers  for  this  work. 
They  also  describe  the  Pi  tot  tube,  Ventur 
tube,  and  electrical  methods.  Their  choice 
was   the  anemometer   and   this  was  applied 


«  1500 


ischarqe  opcnrnq ^ 


Fig.  2.      Curves  Plotted  from  Pilot  Tube 

Readings.  Taken  Over  the  Opening  of 

a  Temporary  Discharge   Trunk 

to  Show  the  Effect  of  Baffle 

Plates  on  the  Uniformity 

of  the  Air  Velocity  • 

opposite  the  end  of  a  discharge  trunk  arranged 
as  shown  in  Fig.  1.  It  will  be  noted  that  this 
discharge  trunk  was  fitted  with  expanded  or 
perforated  metal  screens  to  level  out  differ- 
ences in  velocity  othen\- ise  due  to  the  direction 
of  rotation  of  the  machine.  Fig.  2  shows  the 
variation  in  velocity  across  the  opening, 
curve  A  with  the  expanded  metal  baffler  and 
B  with  baffle  plates  omitted.  Our  own 
earliest  experiments  were  made  without  baf- 
fle plates  by  dividing  the  cross-section  of 
the  discharge  opening  into  equal  squares  and 


. 55"                                   -^ 

Top 

JI6 

.l?T 

,!'>(' 

.158 

.145 

.145 

.uw 

.142 

.159 

.146 

.146 

.154 

J42 

.120 

.122 

.122 

.150 

.158 

.140 

.I5Z 

.159 

.157 

.128 

.150 

.150 

.150 

.IZ9 

.125 

.107 

.092 

.095 

.114 

.141 

.152 

.102 

.095 

.094 

.106 

.127 

.125 

.120 

.090 

.082 

.095 

.102 

.122 

.100 

.095 

.060 

.055 

jm 

.091 

:9i- 

J06 

.090 

.070 

.066 

JDIA 

.085 

.110 

.110 

.085 

.050 

.050 

.062 

.085 

.114 

.090 

.079 

.084 

.084 

.100 

.108 

.144 

xm 

.064 

.065 

.079 

.101 

.109 

.101 

.098 

.101 

.109 

.117 

.121 

.121 

.117 

.115 

.098 

.090 

,096 

i 

Bottom 

Fig-  3.     Diagram  showing  the  Variation  of  Hook  Gauge.  Read- 
ings ( expressed  in  inches  of  water  i  Over  the  Area  of  a 
Discharge  Trunk  Not  Having  BafBe  Plates 

measuring  the  \-elocity  of  each  square  by 
means  of  a  "hook"  gauge.  An  example  of 
the  variations  over  the  discharge  area  is 
indicated  graphically  bj-  the  readings  shown 
in  Fig.  3  and  taken  on  a  I563-kv-a.,  3600-r.p.m. 

•Journal.  I.  E.  E.  (London);  Vol.  57.  April.  1919.  Page  294. 


turbo-alternator.  It  wiU  be  noted  that  the 
hook  gauge  readings  vary  from  a  minimum  of 
0.05  in.  of  HiO  (water)  to  a  maximum  of  0.154 
in.  The  lower  value  represents  a  velocity  of 
15  ft.  per  sec.  and  the  higher,  26.3  ft.  per  sec. 
Other  careful  tests,  where  the  average  velocity 


Fig.  4.      Or-fice  and  Impact  Tube 

was  about  the  same,  actually  show  some 
negative  readings.  These  data  are  given  to 
indicate  the  extreme  care  necessar>-  for  this 
method  of  testing.  The  mean  of  repeated 
tests  when  carefully  worked  out  check  with 
reasonable  accuracy- .  but  the  labor  involved 
in  determining  the  square  of  the  average  of 
the  square  roots  is  considerable. 


T 


A 
Orifice 
Diam 

B 

■  C 

D 

e 

F 

21- 

42- 

59h- 

56- 

12- 

12" 

28- 

48" 

59fe- 

45- 

\6K 

16V 

30' 

48- 

591i,- 

42* 

I6' 

16* 

32- 

48- 

59fc- 

45- 

15V 

15tf- 

Fig.  5.     Dimensions  of  Some  MeasuKng  Orifices 

Tests  of  this  sort  had  been  resorted  to  more 
as  a  means  of  measuring  the  volume  of  venti- 
lating air  to  check  fan  calculations  than  to 
measure  the  losses  of  the  machines.  Even 
for  the  former  jjurpose,  however,  the  measure- 
ments were   cumbcr.some  and   arrangements 


MEASUREMENT  OF  LOvSSES  AND  EFFICIENCY 


155 


were  therefore  made  to  make  future  tests  by 
means  of  a  calibrated  orifice,  such  as  is 
shown  in  Fig.  4.  This  latter  method  has  been 
described  in  detail  by  Dr.  S.  A.  Moss.* 

These  tests  demonstrated  not  only  the 
accuracy  and  accessibility  of  this  method, 
but  also  the  effect  on  the  quantity  of  air  by 
restrictions  in  the  outlet  ventilating  ducts, 
as  shown  in  Fig.  6.  These  curves  show  the 
effect  of  external  restriction  on  the  volume 
of  ventilating  air  and  the  effect  of  volume  on 
static  pressure  in  the  generator  casing,  f  The 
apparatus  required  for  this  test  consisted  of 
a  wooden  elbow,  a  wooden  pipe  connecting 
the  discharge  under  the  generator  base  to  an 
IS-foot  straight  length  of  42-in.  pipe,  and 
standardized  orifices  of  the  general  shape 
shown  in  Fig.  4.  These  were  respectively 
of  21,  28,  and  32-in.  orifice  diameter  and  pro- 
duced restrictions  at  3600  r.p.m.  (see  Fig.  5)  of 
0.844,  0.314,  and  0.189  in.  of  H2O  respectively. 
Fig.  6  also  demonstrates  that  with  machines 
fitted  with  fans,  which  give  practically  con- 
stant pressure  independent  of  the  volume, 
the  external  restriction  may  approach  10  per 
cent  of  the  static  pressure  without  reducing 
the  air  volume  an  objectionable  amount. 
The  rotation  losses  indicated  by  the  zero- 
field   test  were  24,100  watts  at   3600  r.p.m. 


This  method  of  measuring  the  volume  of 
ventilating  air  is  much  more  satisfactory 
than  either  of  the  methods  described  pre- 
viously. Its  only  disadvantage  is  the  neces- 
sity of  providing  a  sufficient  length  of 
straight   discharge   pipe   and    the   calibrated 


0.2425 


*j  0.2420 


"2^ 

t?.. 

r.^ 

j~100 

0  ^"^^'V."  "'^  "r  *-■*: ."    ".'.'"'5000""  "'■. 

A             '■               ■■ShortC.rcuit.5600      -        I1.2XKv-a, 
nStaticPres5ure /Current 

»     90 

^.80 

't 

_\Eff«ct  of  External  IfesisUncBjeOOUPUl 

6    -70 

\ 

^      1 

<.eo 

-I 

- 

- 

- 

^ 

- 

= 

=^ 

^ 

J 

Turb.Er 

d_ 

= 

L 

S.,c 

J 

\ 

~ 

- 

- 

i 

- 

= 

= 

\ 

~ 

- 

- 

h 

t! 

;0C 

PF 

M 

%   .40 

V 

\ 

- 

III. 

_ 

\ 

^    ?0 

V 

'1   1     f     '     < 

\ 

'" 

~ 

M 

\ 

t     10 

Resistance^ 
5000  RPM 

A 

S 

V 

V 

i2  .10 

n 

J 

L 

... 

Fig.  6, 


8000  9000    ■ 

Quantity  of  "Standard  Air" 
Cubic  Ft.  per  Minute 

Curves  of  Static  Pressure  in  Turbine  Generator  Casing 
vs.  Quantity  of  Standard  Air 


and  20,300  watts  at  3000  r.p.m.  or  1  per  cent 
of  the  kilowatt  rating. 

*"The  Impact  Tube."  read  before  the  American  Society  of 
Mechanical  Engineers.  Dec.  5.  1916. 

t  The  annular  spaces  which  are  occupied  by  the  armature  end 
windings  and  into  which  the  fans  at  the  ends  of  the  rotor  dis- 
charge. 

}  Most  tables  and  text  books  give  this  value  as  0.237.  but  the 
values  shown  on  the  curve  by  W.  F.  S.  Swann  are  considered 
more  reliable. 


-0.2415 


1^0.2410 


0-2405^Qo      60°       80'       100°      120° 
Temperature  of  air  In  degrees  F-. 

Fig.  7.     Curve  showing  the  Variation 
of  the  Specific  Heat  of  Dry  Air 
with  Variation  of  Temper- 
ature.    (From  values  de- 
termined by  W.  F. 
G.  Swann  ) 


nozzles;  but,  when  these  are  available,  the 
quantity  of  air  can  be  measured  to  within 
about   2   per  cent. 

All   measurements    of   air   volume   require 
correction  to  "standard  air"  which  is  defined 
as  air  at  60  deg.  F.  (15.55  deg.  C),  having  a 
barometric   pressure   of   14.7  lb.   per  sq.   in. 
(29.92  in.  mercury).    The  weight 
of  such  air  is  0.0764  lb.  per  cu. 
ft.  and  its  specific  heat  at  con- 
stant pressure  is  0.2416,  as  shown 
in  Fig.  7.t  Obviously  the  specific 
weight  varies  directly  with  the 
barometric  pressure  and  inverse- 
ly as  the  absolute  temperature 
(60  deg.  F.  equals  519.5  deg.  F. 
absolute),  as  shown  by  Fig.  8. 

There  is  still  another  source 
of  error,  this  being  due  to  the 
moisture  content  as  shown  in 
Fig.  9,  but  it  will  be  noted  that 
even  with  90  deg.  F.  inlet  air, 
saturated,  the  correction  is  less 
than  1  per  cent.  Hence,  this  cor- 
rection has  not  been  included. 

In  the  following  formula   for 
calculating     the    velocity     and 
quantity  of  air  through  the  dis- 
charge orifice: 

a  =  inches  of  water  shown  by  the  hook  gauge 

j3  =  inches  of  mercury  (barometer) 

27,700  represents  the  height   in  feet  of  a 

column  of  air  having  a  pressure  of  14.7 

lb.  per  sq.  in.  and  a  uniform  density  of 

0.0764  lb.  per  cu.  ft. 


U  U 

L   U 

00 


L.  ^  ^ 

in 


156     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No  2 


27.7  represents  the  height  in  inches  of  a 
water  coltimn  for  one  lb.  per  sq.  in. 

459.5  deg.  F.  is  the  absolute  temperature 
of  zero  deg.  F. 

29.92  is  the  barometric  reading  correspond- 
ing to  14.7  lb.  per  sq.  in. 


Velocity  (Ft./Sec.)  =  Orifice  CoefiV-Z  gh 

...    |64.34X  27.700  X  a 
=  °-^N        14.7X27.7 

=  0.99V4375Xa  =  65.6"v/a 
The  above  is  correct  onlj-  for   'standard 


air. 


0  085O 


j:  0  0700 
Q0650 


^ 


W     W    70*      90°     110°    150* 
Temperature  of  air  indegrcesF 

'  Fig.  8.      Curve  showinE  the  Weight  of 

a  Cubic  Foot  of  Dry  Air  at  Vari- 
ous Temperatures.    iBarom. 
29.92  inches  of  mercury.)* 

Actual  velocity  of  non-standard  air 


r-f    ;^y 459^5  +  7^      29.92 


'459.5-1-60  ■ 


/3 


=  65.6X0.241 


|aX459.5-f  Ts 


^ 


=  15.72-. 


a  X  459.5 -I- r,, 


Quantity  (Cu.  Ft./Min.)  of  "standard  air" 
from  measurements  of  non-standard  air 


=  60  X  15.72  X 


4 


aXmi-y  +  T,  519.5  g 

/3  ^  459.5 -I- r,      29.92  ^^"l-^^ 


P 


=  60xI5.72xI7.:j.SVaxv,-n  -  ,  -r  X^q-  Ft 

=  16,3S0\/aX-Jp:7r|-r=FXSq-  Ft. 
\4o9.5+rj 

•Journal  I.  E.  E.  (London).  Vol.  57.  April.  1919. 


The  heat  carried  off  by  one  cubic  foot  of 

standard  air  per  minute  for  one  deg.  C.  rise 

equals : 

Dee  F 
lb.  per  cu.  ft.  XSp.  ht.  X„  ^     '  XFt.  lb.  in  one  B.t.u. 
Deg.  C. 

Ft.  lb.  in  one  Watt-minute 


0.0764X0.2416X1.SX77S 
33000 


=  0.585 


746 


Second  Method 

It  is  obvious  that  if  the  inlet  temperature 
and  outlet  temperature  of  the  ventilating  air 


lOIOtr 


"^'  40*      50°     60°     70°     «r 
D«w  point  tcmDcrature  of  iirat  inlet  m  D«^ 

Fig.  9.     Correction  in  Respect  of  Variation  of  Air  Density 

and  Specific  Heat  with  Humidity.      (This  correctioa 

may  be  ignored  for  commercial  work  and  is  not 

taken  into  account  in  any  of  theformulK.)* 


are  accurately  recorded  after  having  reached 
a  steady  value,  and  that  if  after  the  outlet 
air  has  passed  the  thermometers,  an  electric 
heater  be  introduced  with  sufficient  energy  to 
raise  the  temperature  an  amount  equal  to 
that  caused  by  the  losses  of  the  machine,  the 
energy  dissipated  in  the  heater  will  equal  the 
losses.  In  practice,  it  is  more  convenient 
to  supply  a  heater  of  fixed  resistance  with  a 
constant  input  from  a  constant  potential 
supply:  the  input  being  as  large  as  possible, 
preferably  equal  to  the  full-load  losses  of  the 
m.achine.  In  this  case  the  following  simple 
formula  applies: 

Loss  in  watts  =  H^ —   ' 

wherein : 

ri  =  Inlet  temperature 

rs  =  Outlet  temperature 

Ti  =  Temperature  after  passing  the  heater 

H  =  Heater  watts 

This  method  has  the  advantage  that  cum- 
bersome and  expensive  air  flues  and  hook- 


MEASUREMENT  OF  LOSSES  AND  EFFICIENCY 


157 


fjaugc  readings  with  awkward  fluctuations  arc 
avoided.  Also,  there  can  be  no  dispute  as  to 
the  specific  heat  of  the  air,  the  effect  of 
humidity,  or  the  corrections  for  temperature 
and  barometer.     The  volume  of  standard  air 


volumes  of  the  air  were  measured  by  a 
discharge  pipe  with  calibrated  orifice  and 
"hook  gauge."  The  tests  indicate  a  consid- 
erable variation  in  the  quantity  of  ventilating 
air.     It  is  hard  to  explain  why  test  No.   8 


TABLE  NO. I 

Air  Readings 
5750  Kv-a..  2300  Volt,  3600  R  RM    Turbo- A  Iter  nator 
28  in. Orifice.  -  4.2g  Sq-.Ft. 


Test 
Number 

HookCiauige 
Inches 
Water 

Barometer 

Inches 
Mercurg 

Air  Temperature  at 

Nozzle 

Ts  in  Degrees  F. 

Vc,  Inciti)  (  Ft.Der  Sec.)  reduced  to 
•standard  Air">E73V"H20X'Jg^^^J±9pj^ 

1 

0.309 

50.15 

9  4.  5 

275X0.5S5X    O.Z53   -35.3 

2 

0  288 

30.39 

9  5.  S 

273X  0.537  X    0.234-34,4 

5 

0,521 

30.354 

100.7 

2  73X0.5S7  Xn7?i3-360S 

4 

0.515 

30  078 

102.0 

273X  0.561  X   0.231   =  35.4. 

5 

0508 

30.354 

103   0 

2  73  X  0.55  5   X    O   2  32  -36.4 

e 

0  329 

30.14 

106.0 

2  73  X  0  58  2  X   O   2  31    =  SS.  7 

7 

0.330 

30.15 

120.0 

275X  0.575X    0.228  -55,8 

8 

0.Z39 

30  584 

122. 0 

273X0489X   0.229  -30.6 

9 

0.505 

29.97 

112.0 

273X  0  552  X   0.229  =  34.5 

10 

0.317 

30.36 

116.5 

2  73  X  0  565  X   0.2  30  =  35.4 

11 

O30O 

30  3S 

124.0 

2  73X0  548X0.228-34.1 

TABLE  NO.n 

Losses    and  Efficiencies    By  Air  Tests 
5750   l<v-a..25D0  Volt.5600l?.P.M.  Turbo-Alternator 
Calibrated  Orifice 


Test 
Number 

Kv-a. 
Load 

Power 
Factor 

Volts 
Arm. 

Amp 
Arm. 

Volts 
Field 

Amp, 
Field 

Air  DeareesC. 

CuFt/Min 
Stafid.Air 

Kw. 
Loss 

firm  Rise  =icld  Rise 
DegC     DegC. 

,Tl 

Tz 

1 

Zero 

Field 



2  6.7 

5  5.7 

9070 

47,7 

7.4 

76 

2 

Zero     Field 

27.5 

368 

8840 

48,2 

10  0 

7,7 

3 

100% 

O.C, 

2  300 

38.5 

8  5.0 

25.3 

4  0.0 

9  2  50 

7  7.2 

19,2 

16.6 

4 

1 1  0% 

OC. 

2  530 

45.9 

990 

23.0 

3  8.9 

91C0 

850 

20-0 

28.2 

5 

100% 

S  C 

941 

55  7 

1115 

24.5 

4  1.0 

9350 

90  2 

42,0 

56.4 

6 

12  0% 

S  C. 

1140 

67.0 

1536 

23.2 

4  3.0 

9410 

110.0 

44,8 

650 

7 

3770 

100% 

2270 

960 

73.0 

141, a 

29  0 

5  3.3 

9200 

113  0 

51  0 

510 

8  • 

3760 

80% 

2260 

960 

100, 6 

180,4 

29  0 

54.0 

7850 

115  0 

44,3 

73,5 

9 

3700 

100% 

2280 

935 

70,0 

1400 

2  8  0 

48.0 

8870 

98.5 

41.5 

43.3 

10 

5900 

100% 

2  2  00 

990 

75,0 

142,0 

P7''^i 

^^  S 

9100 

967 

39.2 

5T5 

11 

402O 

82% 

2  260 

1055 

104.5 

192,0 

??m 

U;? 

8750 

121.3 

<7   O 

77.0 

Losses 


Test- 
Numbci 


ConvttctKMl 
* 


10 


1.490 


1.610 
1.675 


2  540 


Bearing 
rnction 


10.00 


10.00 


10.00 


10  00 


10. 00 


Windage 


47.95 


47  95 


47  95 


47.95 


47  95 


47.95 


47.95 


Core 
Loss 


2553 


25  55 
25,53 


25  55 


25  53 


Ann, 


17.30 


T5TT^ 


Load 
Loss 


1897 


51.90 


1115 


"X3T 


17,00     -178 


19, 10 


20,90 


6  82 


I^'R 
Field 


5.27 


4,54 


5.48 


10.37 
18.20 


10.65 


20.  10 


Rheo 


Total 
Loss 


7.40 


4,40 


Percent  Loss 
rullL(ad|54Load|ll;Load 


5914 


8869 


9661 


12200 


342 


Kw  Lossit 
^roLobd 
Normal 
Voltajc 


655 


96.eo 


*  Convection   Surface-  180X45=  8100s<).in. 

can  be  quickly  computed  from  these  tests: 
,,  ,  Heater  watts 

Tables  I  and  II  give  data  on  air  tests  of  a 
3750-kv-a.,  2300-volt,  3600-r.p.m.  turbo-alter- 
nator. Mercurial  thermometers  were  used 
for  measuring  the  temperatures  of  the  inlet 
air  and  outlet  air  in  these  tests,*  and  the 

*  Electric  thermometers  were  inserted  as  a  check  in  tests  Nos. 
10  and  11.  but  the  results  are  not  tabulated. 


should  show  only  7850  cu.  ft.  of  standard  air 
while  tests  No.  11  should  show  8750  cu.  ft., 
but  in  spite  of  this  apparent  discrepancy,  the 
load  losses  worked  up  as  5.32  kw.  and  6.82  kw. 
respectively — a  discrepancy  of  only  about 
one  per  cent  of  the  total  losses. 

One  difficulty  experienced  was  caused  by 
the  shape  of  the  discharge  elbow  creating  a 
centrifugal  swirl  which,  impressed  upon  the 
discharged  air  was  sufficient  to  give  decidedly 
uneven  readings  across  the  calibrated  orifice. 


158     February,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


Under  more  favorable  conditions,  the  read- 
ings across  the  calibrated  orifice  var\-  less 
than  one  per  cent  from  a  single  reading 
taken  at  the  center.  A  wooden  cross  of 
boards,  having  an  axial  length  equal  to  about 
twice  the  diameter  of  the  discharge  pipe,  was 
placed  at  inlet  of  the  pipe  and  eliminated  the 
difficulty. 

Another  source  of  perplexity  was  the  fact 
that  on  some  readings,  at  least,  there  was  a 
greater  variation  between  the  maximum  and 
minimum  readings  of  the  inlet  air  than  be- 
tween the  average  of  these  readings  and  the 
average  discharge  temperature. 

An  insurance  against  errors  due  to  im- 
properly averaged  air  readings  seems  to  lie 
in  the  use  of  electric  resistance  thermometers, 
either  as  a  substitute  or  as  a  check  to  the 
mercurial  thermometers.  Ver\-  satisfactory' 
results  were  obtained  bj-  plotting  the  com- 
plete cross  section  of  both  the  inlet  and  outlet 
air  with  standard  ten-ohm  resistance  coils 
arranged  four  in  series  and  four  in  parallel, 
thus  giving  the  average  of  16  readings  with 
what  was  in  effect  a  ten-ohm  coU.  A  spe- 
cialized application  of  this  principle,  consisting 
of  wooden  frames  exactly  fitting  the  air  inlets 
and  air  discharge  pipes  was  made  as  follows: 
Wooden  pegs  were  fitted  to  peripheries  of 
these  wooden  frames  and  at  approximately 
equal  intervals,  Xo.  24  (0.020-in.)  copper 
wire  was  zigzagged  around  the  wooden  anchor 
pins,  vertically  on  one  side  and  horizontally 
on  the  other  side  of  the  wooden  frame;  in 
sufficient  quantity-  to  provide  the  standard 
resistance.  Ten  ohms  (25  deg.  C.)  were  pro- 
vided in  the  discharge  pipe  and  five  ohms  in 
each  of  the  two  inlet  areas;  the  latter  coils 
being  connected  in  series.  Actual  tempera- 
tures, Ti,  Ti  and  Ts,  were  read  on  a  standard 
temperature  indicator  wherein  a  standard- 
ized ten-ohm  manganin  wire  resistance  forms 
one  arm  of  the  Wheatstone  bridge  and  the 
heated  ten-ohm  copper  wire,  under  obser- 
vation, forms  the  other  arm  of  the  bridge.  A 
refinement  of  this  method  would  be  to  sub- 
stitute the  ten-ohm  coil  T2  for  the  constant 
resistance  manganin  coil  of  the  instrument 
and  to  read  7"i  and  T3  as  differences  instead 
of  as  actual  temperatures.  Besides  auto- 
matically averaging  the  temperatures,  the 
electric  thermometer  has  the  advantage  that 
it  can  be  placed  sufficiently  close  to  the 
machine  to  insure  against  any  appreciable 
change  in  the  air  temperature  between  the 
source  of  cnerg\'  loss  and  the  thermometer. 
Also,  the  instrument  for  indicating  the  tem- 
perature is  alwaj's  visible  and  is  fully  acces- 


sible, while  mercurial  thermometers  if  prop- 
erly placed  are  inaccessible. 

It  is  natural  to  suggest  that  all  of  the 
generator  losses  are  not  indicated  by  the 
temperature  rise  of  the  ventilating  air, 
particularly  in  respect  to  the  heat  radiated 
from  the  generator  casing.  Data  vary  as  to 
the  convection  loss  which  ensues  from  a 
given  area  at  a  measured  difference  in  tem- 
perature between  the  exposed  surface  and  the 
room.     Some  data  are  available  indicating 

that  there  is  only  — -  of  a  watt  dissipated  per 

square  inch  for  each  degree  centigrade  dif- 
ference in  temperature.    The  writer,  however, 

has  noted  a  loss  of  approximately  —  of  a 

watt  for  each  degree  centigrade  difference  per 
square  inch  of  black  surface.  This  figure  is 
used  by  the  author  in  his  computations  and 
it  appears  that  there  is  rather  less  than  5 
per  cent  of  the  total  loss  radiated  from  the 
shell  of  a  500-kw.  3600-r.p.m.  turbo-alter- 
nator and  that  the  ^"alue  drops  to  approxi- 
mately two  per  cent  in  the  case  of  a  30tiO-kw. 
machine.  Certainly  a  fairly  close  approxi- 
mation can  be  made  by  computing  the  area 
(in  square  inches)  of  the  stator  frame  exposed 
on  the  inside  to  the  heated  air  from  the  core, 
and  on  the  outside  to  the  room  temperature, 

and  assuming  a  loss  of  3-  of  a  watt  per  square 

inch  per  degree  centigrade  temperature  dif- 
ference. Other  losses  consist  of  those  in  the 
bearings  and  in  the  field  rheostat,  where  these 
arc  chargeable  to  the  turbo-generator.  Bear- 
ing losses  can  be  computed  from  the  bearing 
reactions  and  cur\xs  of  co-efficient  of  friction, 
provided  these  factors  are  known.  AATiere 
these  data  are  not  available,  it  is  quite 
accurate  to  assume  the  loss  equal  to  one  third 
of  one  per  cent  of  the  kilowatt  rating;  where 
the  generator  is  "maximum"  rated,  ."JCjOO 
r.p.m.  and  O.S  p-f. 

The  rheostat  losses  will  be: 

(Fid.  amp.)  X  (Exciter  volts  — Collector 
ring  volts). 

In  respect  to  hand-wound  electric  resistance 
thermometers,  it  is  important  to  guard  against 
long  spans  of  fine  wire.  There  appears  to  be 
good  evidence  that  these  may  be  stretched 
sufficiently,  by  the  pressure  of  rapidly  moving 
air,  to  increase  their  resistance  and  impair 
their  accuracy  as  much  as  one  or  two  degax^s. 
Where  the  span  is  great,  it  is  best  to  wind  the 
resistance  wires  as  helices  on  glass  or  wooden 


MEASUREMENT  OF  LOSSES  AND  EFFICIENCY 


159 


rods,  to  mount  these  in  the  outside  frame, 
and  to  connect  the  helices  together.  The 
supports  of  the  helices  must  be  thin  enough 
and  be  spaced  sufficiently  far  apart  to  prevent 
undue  obstruction  to  the  air  flow. 

Electric  Heater 

It  seems  advisable  to  utilize  heaters  spe- 
cially built  for  the  air  tunnels  employed,  in 
order  that  the  air  be  heated  uniformly  across 
the  duct  section.  Excellent  results  were 
obtained  from  0.015  by  1.5-in.  German-silver 


to  carry  about  25  kw.  and  the  frames  were 
set  in  the  discharge  duct  about  eight  inches 
apart.  Due  advantage  was  taken  of  the  fact 
that,  when  in  use,  these  heaters  would  be 
subject  to  a  strong  blast  of  air.  A  tempera- 
ture rise  of  about  85  deg.  C.  was  considered 
satisfactory  and  the  expected  heating  was 
based  on  the  formula: 

Deg.  C.  rise  for  one  watt  per  sq.  in.  = 
896 

VAir  velocity,  ft.  per  min. 


TABLE  NO.  nr 

Losses  and  Efficiencies  ByAi'rTests 
1250Kv-a.,Z300  Volt,  3600  R. P.M. Turbo-Alternator 
Electric  Heater  Method 


Test 
Number 

Kv-a. 
Load 

Power 
Factor 

Volts 
Arm. 

Amp. 
Arm. 

Volts 
Field 

Amp. 
Field 

AirDaqrees  C. 

Heater 
T5-T2 

Heater 
Watts 

Kw. 
Tz-Ti. 

Tl 

T2 

1 

Zero     Field 

Hq29.4 
El  31.5 

33.2 
36.0 

15.5 
14.5 

48.670 

12  0 
15    1 

Avq.» 

13  55 

2 

110% 

O.C. 

2550 

5L8 

59.5 

Hg277 
£131.5 

38.7 
41.5 

15.9 
16  0 

51  500 

55.6 
32.2 
Avq   = 
53.9 

3 

120% 

S.C- 

377 

68.5 

72.3 

Hg36.8 
£140.7 

46.8 
52.0 

16.4 
14.1 

50  400 

40.3 
30.7 
Avq,= 
35.5 

4- 

lOO^o 

80% 

2300 

314 

110 

102 

Hq331 
E  1  572 

472 
52.8 

16.3 
14.4 

50.030 

45.2 
54.2 
Avq.  = 
48.7 

Losses 


Test 
Number 

Convection 
* 

Bearing 
Friction 

Windage 

Core 
Loss 

12R 
Arm. 

Load 
Loss 

1=R 
Field 

Rheo. 

Total 
Loss 

Percent  Loss 

Km  Loss  at 
ZeroLoac 
Normal 
Voltage 

Full  Load 

Uload 

y2  Load 

1 

0.197 

'/3% 

3.533 

12.00 
13.55 
15.10 

— 

15.53 
17.08 
18.65 

2 

0.504 

3.333 

12.00 
13,55 
15.10 

20.51 
17.25 
14.00 

3.09 

39.43 
3  2.73 
36.03 

3 

0.508 

3.333 

12.00 
13.55 
1 5. 10 



12.08 

10.52 

4.19 

-2  15 

4.95 

44.10 
3  9.35 

3  4.54 

4 

0.720 

3.333 

12.00 
13.55 
15.10 

16.90 
14.20 
11,50 

8. 90 

-6.05 

-6.32 

7.5 

11.20 

1.53 

4  853 
53.11 

5  9.76 

5.03 

5.88 

7  60 

58.55 

5  + 

0.720 

3333 

12.00 
13.55 
15.10 

16.90 
14.20 
11.50 

8.90 

10.00 

1.40 

52.2 

4.00 

4.68 

6.2  7 

38.55 

JtConvection  Surface=  5840  Sq  in.       +Computed  at  1.00  Power- Factor, lOOyo  Kv-a 


ribbon  having  a  resistance  of  about  150  ohms 
per  square  mil-foot.  The  ribbon  was  cor- 
rugated by  being  run  through  loosened  gears 
having  about  ^-^-in.  pitch.  This  provided 
sufficient  resilience  to  prevent  any  slackness 
when  heated  and  also  increased  the  radiating 
surface  for  a  given  span.  The  strip  was 
zigzagged  vertically  on  one  side  and  hori- 
zontally on  the  other  side  of  a  steel  frame 
provided  with  pins  having  porcelain  insulator 
supports  and  the  ends  were  provided  with 
ample  terminals.     Each  frame  was  arranged 


A  current  of  139  amp.  for  each  0,015  by  1,5-in. 
ribbon  gave  3.57  watts  per  sq.  in.  and  con- 
sequently (with  an  air  velocity  of  1500  ft. 
per  sec)  an  expected  rise  of  82.5  deg.  C. 
The  current  density  was  6170  amp.  per  sq.  in. 
Repeated  heat  runs  of  33^  to  4  hours  gave 
wholly  satisfactory  results,  but  due  to  the 
difficulty  of  placing  thermometers  no  tem- 
peratures were  taken.  That  the  temperatures 
were  consen^ative  is  shown  by  the  fact  that, 
on  the  initial  trj^out,  the  heater  ribbon  was 
zigzagged   around   wire    nails    driven   into   a 


160     February,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  2 


TABLE  IMO.H 


Losses  and  Efficiencies  By  Air  Tests 
5750  Kv-a.,5000  Volt,  3000  R.P.M. Turbo-Alternator 
E-lectric  Heater 


Test 
Number 

Kv-a. 
Load 

Power 
Factor 

Volts 
Arm. 

Amp. 
Arm. 

Volts 
Field. 

Amp. 
Field 

Air  DcqracsC 

Heater 
T^-T2 

Heatar 
Watts 

Tz-T, 

flrmRisa 
Deg.C 

riekil?i« 

Ti 

T2 

1 

Zero    Field 

Hg29.7 
E  1  30.7 

34.5 
36  8 

11.3 
12.7 

49.5 

21.10 
25  80 
Avq.= 
22.4  5 

11.5 

12.2 

2 

llO'^ 

O.C. 

3300 

55.3 

129 

Hq280 
E  1  51.5 

44.5 
50.0 

15.0 
110 

49.7 

54.€0 
8  3.50 

25.0 

39.1 

Avq- 
69.05 

3 
A 

120% 
100% 

S.C. 

ao% 

867 

58.5- 
96-0 

129 
200 

Hq270 
E  1  300 

42.0 
47.0 

14.5 
12.0 

49.6 

51.50 
70.20 

44.0 

57.3 

Avq.= 
60^5 

1 

Test 
Number 


Comection 
« 


0.573 
0.850 


1.970 
2.210 


1.790 
2.050 


Z.500 


Bearing 
FriclKKi 


lO.O 


10.0 


10.0 


10.0 


Losses 


Windage 


21.10 
2  3.80 


Avq.= 
22.45 


21.10 
2  5  80 


Avq.- 
22.45 


21.10 
25.80 


Avq.  = 
22.45 


22.45 


Core 
Loss 


26.35 
52.55 
Avq.= 
39.44 


32.60 


Arm. 


22.0 


15.2 


Load 
Loss 


0.65 
16.85 
Avq.  = 

8.81 


e.l2 


Field 


7.15 


7.55 


^Convection  Surface.  180X55«955O  Sq-.in 


19.20 


Rheo 


Ava  = 
53.16 


S.a 


Total 
Loss 


Fter  Cent  Loss 
FullLoadBiLoadl^Load 


31.67 
34.65 


66.57 
95.71 


Avq  = 
81.14 


65.09 
82.25 


Avq.= 
7  2.66 


113.67 


5.62 


4.25 


KlKLosSAt 
Itntoati 
Normal 
Voltage 


5.65 


80-52 


TABLE  N0.2 

Lo5Szs  and  Efficiencies  By  Air  Tests 
4575  Kv-a,  5600  Volt,  5600  R. P.M.  Turbo-Alternator 
Electric  Heater 


Test 
Number 

Kv-a. 
Load 

Pby»«r 
Factor 

Volts 

Arm, 

Amp. 
Arm. 

Volts 
Field 

Annp 
Field 

AirDeqrecsC 

Heater 
T5-T2 

Heater 
Watts 

K«v 
T2-T, 

arm  Rise 
Deq^C 

DegC. 

Tl 

T2 

1 

Zero 

Field 



Hq24i3 
El  26^ 

55.0 
35.5 

9.e 
10.0 

49  3 

46.2 

44.4 
Avq  - 

12.5 

6.03 

2 

110% 

O.C. 

3960 



56.2 

151 

Hg  2 1-5 
El  240 

41.5 
46  0 

11  0 
100 

501 

91.0 
HOC 

29.5 

S4.6 

Ava- 
96  0 

5 

12  0% 

S.C. 

867 

584 

129 

Hq22.5 
£1250 

400 
440 

126 
100 

502 

69  7 
955 

480 

61.0 

Avq- 
826 

A 

100% 

80%, 

97.0 

202 

Losses 


Test 
Number 

Con»edion 
* 

Bearing 
Friction 

Windage 

Core 
Loss 

12R 
Arm 

Load 
Loss 

Field 

Rheo 

Total 
Loss 

PiirCent  Loss 

OUnsat 

Ecrx>  LOM 
Normal 
Voltl^ 

FullLoad 

Xload 

Moad 

1 

1.070 
1,070 

12.0 

46  2 
44.4 

59  27 
57.07 
Avq  - 
58  37 

Avq  - 
45.5 

2 

2.385 
2  150 

12  0 

46.2 
44.4 

3S44 
57. ?4 
Avq-  = 
47.35 

7.360 

10558 
12515 

Avq  « 
45  3 

Avq.- 
11426 

3 

2.090 
2.260 

12.0 

46.2 
44.4 
Avq- 
45  5 

22.0 

-608 

7  540 

85  79 
1?9  7^ 
Avq  • 
96l7 

/I 

2  500 

12.0 

4  5.3 

39.00 

IS. 2 

5.4 

I960 

565 

134.7 

561 

4   2S 

5  3.^ 

1:0  3 

•*  Convection  Surface-  180X55-9550  Sq.  in. 


MEASUREMENT  OF  LOSSES  AND  EFFICIENCY 


161 


frame  of  soft  wood  and  there  was  no  signs  of 
charring  after  the  experiments. 

A  few  examples  of  air  m.easurements,  illus- 
trating the  different  m.ethods  outlined  in  the 
foregoing  and  the  results  obtained,  are  given 
in  Tables  I,  II,  III,  IV,  and  V. 

The  tests  recorded  in  Table  III  were 
made  by  using  the  electric  heater  in  the  air 
discharge  directly  after  the  air  had  passed  the 
thermometer  indicating  outlet  temperatures 
(Ti).  The  air  temperature  was  measured  by 
both  mercurial  thermometers  {Hg)  and  elec- 
tric thermometers  (El).  The  results  averaged 
from  the  two  methods  are  also  indicated. 

It  is  difficult  to  reconcile  some  of  the  dis- 
crepancies observed,  but  the  author  favors  the 
results  from  the  mercurial  thermometers  in 
this  particular  test.  He  feels  that  the  ac- 
curacy of  the  electric  thermometers  was 
impaired  by  the  stretching  and  vibration  of 
the  unsupported  resistance  wires.  It  is  hoped 
that  this  difficulty  will  be  considerably  re- 
duced by  winding  the  resistance  wires  as 
helices  upon  suitable  supports. 

As  indicated  in  Table  IV,  no  tests  were  run 
under  energy  load  but  efficiency  at  full  load 
of  3000  kw.  and  80  per  cent  power-factor  was 
computed  from  the  three  tests  made  at  zero 
field,  110  per  cent  voltage  open  circuit,  and  at 
120  per  cent  kv-a.  current  short  circuit.  These 
tests  were  duplicated  at  3600  r.p.m..  Table  V. 
The  open-circuit  heat  run  was  here  made  at 
the  same  flux  as  previously,  the  short-circuit 
heat  run  at  the  same  current  and  the  efficienc\' 
computed  at  a  rating  of  3600  kw.,  SO  per  cent 
power-factor. 

The  tests  were  made  by  introducing  an  elec- 
tric heater  of  approximately  50-kw.  capacity 
just  outside  the  thermometers  measuring  the 
discharge  air.  The  tabulations  indicate  the  Hg 
readings  averaged  from  the  mercurial  ther- 
mometers, the  El  readings  averaged  from  the 
resistance  thermometers,  and  the  average  of 
these. 

The  efficiencies  were  computed  from  the 
average  of  the  two  methods. 

It  is  interesting  to  note  that,  in  spite  of 
some  apparent  discrepancies,  the  full-load 
losses  at  the  two  speeds  check  within   1/100 

*  It  is  important  to  observe  that  the  load  losses  wnich  exist 
on  short  circuit  are  often  very  greatly  reduced  when  the  machine 
is  running  at  full  voltage  and  rated  power-factor,  see  Tables  I 
and  II.  The  A.  I.  E,  E.  Standardization  Rules.  1918.  page  458, 
provide  that  the  load  losses  measured  on  short-circuit  tests 
shall  be  charged  against  the  efficiency  of  the  machine.  Our  air 
tests  have  demonstrated  that,  in  certain  machines,  this  is  a 
reasonable  rule;  but  there  are  sufficient  tests  on  other  machines 
to  show  that  load  losses  which  are  of  considerable  magnitude 
when  measured  on  short-circuit  test  are  practically  eliminated 
at  rated  load  and  power-factor.  Dr.  S.  F.  Barclay  pointed  this 
out  in  his  paper  on  "Mechanical  Design  of  Turbo-alternator 
Rotor,"  page  482,  Journal  I.  E.  E.  (London).  Vol.  56.  July,  1918. 


of  one  per  cent  and  that  the  losses  at  frac- 
tional load  also  agree  very  closely. 

This  machine  shows  the  remarkably  high 
efficiency  of  96.4  at  full  load,  SO  per  cent 
power-factor. 

As  measured  by  mercurial  thermometer, 
the  short-circuit  test  run  at  3600  r.p.m.  shows 
a  negative  "load  loss"  of  6  kw.  This  is  un- 
doubtedly due  to  some  error  in  the  test. 

The  procedure  in  making  such  tests  should 
be  as  follows  wherever  possible : 

(1)  Zero-field  heat  run.  This  will  indicate 
the  windage  friction  of  the  machine  plus  the 
power  required  to  drive  the  self-contained 
rotor  fans. 

(2)  Open-circuit  heat  run  at  normal  volt- 
age and  also,  if  possible,  at  110  per  cent 
normal  voltage.  This  will  indicate  the  core 
loss  by  subtracting  the  windage  loss  and  the 
loss  occurring  in  the  fields. 

(3)  Short-circuit  tests  at  normal  kilovolt- 
ampere  current. 

(4)  Short-circuit  tests  at  120  per  cent 
kilovolt-ampere  current. 

The  load-loss  can  be  obtained  from  test 
(3)  by  subtracting  the  windage  loss,  the  PR 
loss  of  the  armature,  and  the  field  loss  (volt- 
amperes  at  the  collector  rings).  The  test  at 
120  per  cent  kv-a.  current  is  used  as  a  check. 
This  load  loss  will  include  the  short-circuit 
core  loss,  the  loss  due  to  the  circulation  of  idle 
currents  in  the  armature  conductors,  and 
whatever  losses  are  induced  in  the  pole  pieces 
and  the  retaining  rings  by  induction  from  the 
armature  windings.* 

(5)  Full-load  unity  power-factor  test. 

(6)  Full-load  fractional  power-factor 
(usually  80  per  cent)  test. 

(7)  Tests  at  full  kilovolt-amperes  and  zero 
power-factor  can  sometimes  be  taken  when 
(5)  or  (6)  are  not  available  on  account  of  in- 
sufficient power.  Such  tests  are  valuable  but 
(5)  and  (6)  are  preferable. 

It  is  obvious  that,  to  be  reliable  and  to  be 
in  accordance  with  contract  requirements, 
tests  of  this  class  should  be  continued  long 
enough  to  insure  constant  temperature  in  the 
various  parts  of  the  machine  as  well  as  in  the 
rise  of  the  ventilating  air.  Our  experience 
in  this  line  of  apparatus  indicates  that  con- 
stant temperatures  will  be  attained  in  from 
three  to  four  hours. 

Acknowledgment  is  made  to  the  Turbine 
Department  of  the  West  Lynn  factory  (for 
permission  to  publish  the  results  of  tests,  and 
also  to  the  Turbine  Research  Department  for 
guidance  and  assistance  in  making  the  air 
tests  and  checking  the  formulae. 


162     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


Bearings  and  Lubrication  for  Vertical  Shaft 

Alternators 

B3-  T.  W.  Gordon 
Alternating-current  Engineering  Department,  General  Electric  Company 

We  have  published  several  articles  in  the  Review  on  the  new  type  of  spring  thrust  bearing  that  has  been 
developed  for  large  vertical  shaft  machines.  These  articles  dealt  chiefly  with  the  design  of  the  bearing  and 
the  success  that  it  has  attained  in  actual  installation.  The  present  contribution  discusses  methods  that  have 
been  adopted  for  lubricating  and  cooling  this  type  of  bearing.  On  some  of  the  larger  units  a  central  station 
oiling  system  connecting  with  all  main  bearings  is  found  to  be  necessary-,  and  in  such  systems  the  arrange- 
ment of  piping  may  be  greatly  simplified  by  careful  study.  In  the  smaller  units  a  self-contained  oiling  sys- 
tem is  often  provided,  which  gives  excellent  results  and  requires  very  little  attention. — Editor. 


T' 


^HE  usual  vertical 
shaft    alternator 
IS    equipped    with    a 
I  thrust     bearing    and 
two  guide  or  steady 
bearings.    The  thrust 
bearing  supports  the 
weight    of    the    rotor 
and    is    of    first    im- 
portance   because   of 
the  ver\-  heavy  loads 
often    imposed    upon 
it.   The  duty  required 
of  the  guide  bearings 
is  less  severe.     Many 
conventional    designs    of    horizontal    journal 
bearings,    with    sttitable    changes    in  the    oil 
grooves,    mav    be   used    for   vertical    shafts. 


T.   W.   Gordon 


turbine  runner  is  suspended  from  a  bridge 
or  bearing  deck,  over  the  generator,  on  which 
the  thrust  bearing  is  located  at  the  upper 
end  of  the  shaft.  Fig.  1  shows  a  standard 
type  of  vertical  waterwheel-driven  2857- 
kv-a.  55.5-r.p.m.  generator.  The  thrust 
bearing  is  located  in  the  housing  at  the  top 
and  carries  the  entire  weight  of  the  revolving 
parts  and  the  water  thrust.  The  total  load 
or  downward  thrust  is  340,000  lb. 

Fig.  2  shows  a  spring  thrust  bearing  built 
for  large  vertical  shaft  hydro-electric  gen- 
erators. The  rotating  ring  (standing  on  its 
edge)  has  radial  oil  grooves  in  the  rubbing 
surface.  This  part  is  made  of  a  special 
grade  iron,  and  the  bearing  surface  is  ground 
and  polished  to  a  high  degree.  The  stationary 
bearing   ring    (which   is   raised   to   show   the 


Fig.  1.     Modern  Type  of  Large  Vertical  Waterwheel-driven  Generator.     The  thrust  bearing  is  located 
at  the  top  and  supports  the  weight  of  the  entire  revolving  clement,  plus  the  water  thrust 


In  the  design  of  hydro-electric  generating 
stations,  the  early  practice  of  supporting 
the  rotating  parts  of  the  generator  and 
waterwheel  on  a  step  bearing  below  the 
generator  has  been  discontinued.  Now  the 
combined  weight  of  the  generator  rotor  and 


springs  and  dowel  pins)  is  made  of  steel  with 
a  babbitted  rubbing  surface.  It  is  a  continu- 
ous ring,  but  it  has  a  saw  ait  in  one  oil 
groo\e  to  prevent  an>-  tendency  of  the  plate 
to  "dish"  with  a  change  in  temjicrature. 
The  total  thickness  of  the  babbitt  is  small  as 


BEARINGS  AND  LUBRICATION  FOR  VERTICAL  SHAFT  ALTERNATORS      163 


compared  with  the  diameter.  This  flexible 
ring  rests  on  a  multiplicity  of  steel  springs, 
which  press  the  babbitted  surface  against 
the  rotating  ring  with  approximately  the 
same  intensity  at  all  points. 


Fig.  2.      Spring  Thrust  Bearing  with  Babbitted  Stationary 
Ring  Raised  to  Show  Springs  and  Dowel  Pins 


Fig.  3.      Plate   with   "Compressed   Springs"   Used  in  Thrust 
Bearings  for  Machines  Having?  Small  Clearances 

Heretofore,  the  aim  of  bearing  designers 
has  been  to  provide  a  very  rigid  support  for 
the  rotating  part.  Such  bearings  must  be 
carefully  fitted  to  the  running  surface  in 
order  to  have  the  load  well  distributed.  With 
an  oil  film  of  only  about  three  ten-thou- 
sandths of  an  inch  in  thickness  between  the 
rubbing    surfaces,    it    is    quite    evident    that 


Figs.  4  and  5.      A  comparison  of  these  illustrations  shows  the  extent  to  which  oil  piping  may  be  simplified 


164     February,  1921) 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  2 


even  with  good  macHining  and  erection  ver\- 
severe  conditions  ma}'  exist  in  a  rigidly  sup- 
ported thrust  bearing.  The  spring  supported 
thrust  bearing  furnishes  the  runner  with 
a  flexible  support  which  will  automatically 
adjust    itself,    while    in    operation,    to    any 


Fig.  6. 


If^ft  e-rfiC 


Arrangement  of  oil  and  water  pijTCs  on  large  vertical-ihaft  Kenerator& 
when  connected  to  a  station  oiling  system 


n  ff 


Z>sii''r 


Fig.  7. 


Arrangement  of  oil  and  water  pipes  for  tclf-ciling  vertical-shaft 
generators  having  a  combined  thrust  and  upper  bearing 


tendency  toward  unequal  distribution  of  the 
load,  caused  by  inaccuracies  in  workmanship 
or  alignment.  This  flexibiHty  is  particularly 
advantageous  in  connection  with  large  gen- 
erators, which  cannot  be  constructed  as 
accuratelv   as   small   ones.      With   the   ever 


increasing  size  of  hydro-electric  units,  the 
thrust  bearing  with  a  flexible  support  will 
be  found  superior  to  any  of  the  rigid  types. 

Some  of  the  smaller  waterwheels  have  ver>- 
little  vertical  clearance  between  the  runner 
and  the  stationar\-  parts.  In  such  cases. 
it  is  sometimes  desirable  for  con- 
venience in  erecting  to  precom- 
press  the  springs  to  a  position 
corresponding  to  full  load  on  the 
bearing.  This  is  accomplished  by 
the  use  of  washers  and  clamping 
screws.  Fig.  3  shows  a  set  of  "com- 
pressed springs."  When  a  bearing 
with  compressed  springs  is  installed 
there  is  no  further  deflection  of  the 
springs  as  a  whole  while  the  weights 
of  the  generator  and  waterwheel 
rotors  are  being  placed  on  the 
thrust  bearing.  If,  however,  there 
are  high  local  pressures  on  any  part 
of  the  babbitt  surface,  the  springs 
directly  below  will  be  further  com- 
pressed and  the  pressure  at  these 
spots  will  be  relieved  before  it 
reaches  a  value  that  will  cause 
■'wiping"  fo  the  babbitt. 

Many  power  plants  containing 
vertical  shaft  alternators  have 
elaborate  central  station  oiling 
systems  lor  furnishing  large  quan- 
tities of  oil  for  cooling  the  thrust 
bearings.  These  systems  include 
an  extensive  equipment  of  large 
filters,  tanks,  pumps  and  pipe 
lines,  together  with  thermometers, 
meters  and  any  other  devices  which 
might  aid  in  insuring  a  continuous 
supply  of  clean,  cool  oil  to  the  gener- 
ators. The  installation  of  water 
cooling  coils  in  the  thrust  bearing 
housing  to  remove  a  part  or  all  of 
the  heat  from  the  bearing  will  allow 
of  a  considerable  reduction  in  the 
capacity  and  cost  of  the  lubricat- 
ing system.  Fig.  4  shows  a  typical 
installation  of  thermometers,  inte- 
grating flow  meters,  oil  sights, 
strainers,  and  large  return  pipes, 
such  as  has  often  been  used  on 
generators  in  the  past.  In  addition 
to  these  thermometers,  there  is  a 
recording  thermometer  on  the  thrust  bearing 
housing  with  its  bulb  in  the  oil  bath  near 
the  bearing.  Thermometers  in  return  pipes 
as  here  shown  are  a]3t  to  be  unreliable  because 
these  pipes  do  not  run  full  and  the  bulb  of 
the  thermometer  is  often  not  covert^d  bv  the 


3 


BEARINGS  AND  LUBRICATION  FOR  VERTICAL  SHAFT  ALTERNATORS      165 


oil.  On  account  of  the  small  stream  of  oil 
passing  through  a  guide  bearing,  there  will  be 
a  considerable  drop  in  the  temjierature  of  the 
oil  before  it  reaches  the  thermometer  at  the 
outside  of  the  machine.  Oil  sights  in  both 
feed  and  return  pipes  are  not  necessary  and 
the  records  of  the  meters  showing  the  amount 
of  oil  pumped  per  day  are  of  little  value. 

The  oil  piping  seen  on  the  generator  in 
Fig.  1  is  sufficient  to  meet  the  requirements 
for  successful  operation  of  all  bearings.  The 
water  pipes  to  the  cooling  coils  in  the  thrust 
bearing  housing  are  seen  at  the  left  of  the 
photograph,  and  the  valve  connected  to  three 
small  pipes  at  the  right  controls  the  operation 
of  the  brakes.  The  oil  pipes  are  shown  to 
better  advantage  in  Fig.  5.  A  comparison 
of  the  equipments  seen  in  Figs.  4  and  5 
indicates  the  extent  to  which  the  oil  piping 
may  be  simplified  and  the  reduction  in  the 
size  of  pipes  for  the  thrust  bearing  when 
cooling  coils  are  used.  The  drain  pipes  have 
openings  for  observation  of  the  oil  flow.  A 
mercury  actuated  indicating  dial  thermom- 
eter is  mounted  in  a  conspicuous  place  on 
the  bearing  bracket  arm  and  is  connected 
by  a  capillary  tube  to  its  bulb,  which  is  in 
the  oil  bath  near  the  thrust  bearing.  Ther- 
mometers for  the  guide  bearing  are  not 
considered  necessary. 


Fig.  8.      A  1000-kv-a.,  360-r.p.m.  Waterwheel-driven  Generator 
connected  Exciter.      All  bearings  are  self-oiling  and 
station  oiling  system  is  not  required 


Fig.  9.      Pump  in  Oil  Pan  of  Lower  Guide  Bearing  on  Ver- 
tical Generators.     One-half  of  pan  removed 
for  inspection  of  pump 


Fig.  0  is  a  sketch  showing  the  arrangement 
and  size  of  pipes  for  a  large  high-speed  gen- 
erator connected  to  a  station  oiling  system. 
All  thrust  bearing  pipes  pass  under  the  plat- 
form and  up  to  the  oil  space.    With 
this  arrangement  the  platform  is 
free  from  obstructions.     By  using 
cooling  coils  in  the  thrust  bearing 
housing,  the  oil    required    in    one 
case  was  reduced  from  sixty  gallons 
to  five  gallons  per  minute.    Such  a 
reduction  in  the  oil  for  each  gener- 
ator makes  possible  a  correspond- 
ing   reduction   in  the   size  of  the 
station  oiling  system. 

It  is  very  desirable  to  make  the 
smaller  units  self-oiling  and  thus 
eliminate  a  central  station  system. 
Fig.  S  shows  a  1000-kv-a.  3(30  r.p.m. 
generator  which  is  self-oiling.  The 
upper  guide  bearing  is  above  the 
thrust  bearing  and  runs  in  the 
sam.e  oil  bath,  from  which  the 
heat  is  removed  by  the  water  cool- 
ing coils.  Fig.  7  shows  the  arrange- 
ment of  bearings  and  oil  piping  on 
this  self-oiling  unit.  There  are 
radial  grooves  in  the  rotating  sur- 
face of  the  thrust  bearing  which 
pump  oil  from  the  thrust  bearing 
up  through  the  upper  guide  bear- 
ing.    The  oil  for  the  lower    guide 


with  Direct 


166     Februarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


bearing  is  pumped  up  to  a  convenient  height 
where  the  operator  on  the  generator  floor 
can  regulate  and  obser\-e  the  flow  to  this 
bearing.  In  the  right-hand  view  the  small  pipe 
at  the  left  comes  from  the  ptunp  and  returns 
to  the  lower  bearing.  The  pipe  between  the 
water  coil  connections  is  for  filling  and 
draining  the  thrust  bearing  housing.  An  oil 
pimip  is  located  in  the  drain  pan  of  the 
lower  guide  and  circulates  the  oil  for  this 
bearing.  The  pump  is  geared  to  the  generator 
shaft  and  is  mounted  so  that  one  half  of  the 
oil  pan  may  be  removed  without  disturbing 
either  the  pump  or  the  discharge  pipe  leading 


to  the  floor  above.  Fig.  9  shows  this  arrange- 
ment. The  oil  in  these  generators  is  removed 
occasionally  and  the  housings  refilled  with 
new  or  filtered  oil. 

Large  generators,  having  the  upper  guide 
bearing  below  the  thrust  bearing,  as  in  Fig.  6, 
are  sometimes  equipped  with  unit  oiling 
systems.  This  is  done  by  the  addition  of  a 
pvunp  located  in  the  lower  drain  pan,  as  in 
Fig.  7.  The  returns  from  all  bearings  are  taken 
to  a  small  filter  30  by  L5  by  30  inches  deep 
mounted  on  the  wall  of  the  pit  below  the 
generator.  The  oil  is  pumped  from  the  clean 
oil  compartment  of  this  filter  to  the  bearings. 


A  Unique  Design  of  Waterwheel-driven  Alternator 

By  A.  E.  Glass 
Alternating-current  Drafting  Department,  Gener.\l  Electric  Company 

The  waterwheel-driven  alternator  described  in  this  article  is  one  of  three  which  are  being  built  to  operate 
in  a  powerhouse  hewed  out  of  the  solid  rock  of  a  mountain  in  Norway.  The  conditions  which  prevail  in  this 
most  unusual  installation  have  necessitated  the  adoption  of  a  unique  design  for  the  generating  units.  These 
features  of  design  are  clearly  expla-ned  and  illustrated  by  the  author. — Editor. 


A.  E.  Glass 


nfHE  increasing  de- 
-'■  mand  for  large 
waterwheel-driven 
alternators  of  high 
speed  has  led  to  the 
design  of  some  rather 
tmusual  units,  espe- 
cially those  of  the  25- 
cyclc  type.  These 
alternators  are  novel, 
not  only  in  the 
method  of  ventilation, 
but  in  the  construc- 
tion of  the  revoh-ing 
element  or  the  "re- 
volving field"  as  it  is  commonly  called. 
Alternators  of  high  rotative  speed  necessarily 
have  high  stresses.  The  unit  is  liable  to  an 
overspeed  of  from  SO  to  100  per  cent  in  case 
the  electrical  load  is  suddenly  removed  and 
the  waterwhecl  governing  mechanism  fails  to 
function.  In  order  that  no  failures  occur  at 
this  overspeed,  the  rotors  should  be  so 
designed  that  the  stresses  at  the  overspeed 
will  not  exceed  one  half  the  elastic  limit  of 
any  of  the  material.  These  considerations 
lead  to  the  use  of  as  small  a  diameter  as 
is  consistent  with  other  factors  in  the  design. 
Therefore  the  core  length  of  the  alternator 
must  be  neccssarilv  long  for  units  of  lanrc 


capacity;  and  it  is  at  once  apparent  that, 
with  small  diameter  and  long  core  length, 
ventilation  becomes  one  of  the  most  difficult 
problems.  The  location  and  lajout  of  the 
power  house  is  also  a  determining  factor  of 
design  with  respect  to  ventilation.  The 
General  Electric  Co.  has  under  construction 
three  2.j-cycle,  l-i.OOO-volt.  750-r.p.m.  hori- 
zontal shaft  generators  for  the  Aktieselkabet. 
Saudefaldcne,  Xorway.  to  be  direct  driven 
by  waterivhcels  built  by  A.  S.  Myrens 
Veakted.  Christiana,  Xorvvay. 

Generating  Unit 

Each  unit  consists  of  a  generator,  flywheel, 
direct-connected  exciter,  and  waterwheel. 
The  electrical  part  of  the  set  consists  of  an 
alternator  mounted  between  two  bearings 
and  an  exciter  overhung  at  one  end.  The 
mechanical  part  of  the  set  consists  of  a  fly- 
wheel moimted  between  two  bearings  with 
the  waterwheel  overhung.  The  generator, 
flywheel,  and  exciter  are  mounted  on  a  com- 
mon base.  The  bearing  which  supports  the 
weight  of  the  waterwheel  runner  must  carr>" 
in  addition  a  force  of  2000  lb.  due  to  water 
thrtist.  Fig.  2  shows  the  general  design  of 
the  imit.  It  is  unusual  to  cqui]>  a  unit  of 
this  design  with  a  separate  fl\-whet>l;  but  as  a 
total  UK-  of  Hli.OOO  was  required,  and  the 


A  UNIQUE  DESIGN  OF  WATERWHEEL-DRIVEN  ALTERNATOR 


167 


generator  WR-  was 
but  84,000,  the  fly- 
wheel was  necessary 
to  make  up  the  addi- 
tional Il'i?^  of  62,000. 

Construction   Features 

of  the.Stator 

The  construction  of 
the  stater  core  is  not 
novel,  the  usual  ducts 
are  provided  for  the 
passage  of  air  through 
the  core  to  the  stator 
frame.  The  inside  of 
the  stator  frame  at  the 
top  is  free  of  ribs  to 
facihtate  the  passage 
of  air  through  the 
frame  to  the  exit. 
The  stator  coils  are 
of  the  usual  barrel 
tvpe,  connected  one 
circuit  Y  for  14,000 
volts,  and  are  well 
supported  from  the 
stator  frame  to  pre- 
vent vibration  or  dis- 
tortion due  to  short 
circuits.  The  stator 
frame  is  split  into  two 
parts;  and  as  there  is 
no  provision  made  for 
repairing  the  stator 
or  rotor  coils  by  slid- 
ing the  stator  along 
the  base,  the  top  half 
of  the  stator  must  be 
unbolted  and  some  of 
the  coils  removed  in 
case  repairs  to  the 
stator  winding  are 
necessary. 

Construction  Features  of 
the  Rotor 

Due  to  the  small 
diameter  of  the  rotor, 
and  to  the  high  peri- 
pheral speed  of  the 
poles,  the  usual  def- 
inite pole  construc- 
tion could  not  be  used. 
Instead  of  a  laminat- 
ed pole  keyed  directly 
to  a  spider,  the  loose 
or  removable  tip  con- 
struction was  adopted 


168     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


< 

■a 


in  order  that  the  rotor 
coils  could  be  wound  on  a 
form  and  assembled  sepa- 
rately or  disassembled 
readily  when  making  re- 
pairs. Fig.  1  shows  the 
general  design  of  the  rotor. 
The  rotor  body  and  poles 
consist  of  a  series  of  steel 
plates  machined  to  shape; 
each  plate  is  slotted  across 
the  pole  face  at  right  angles 
to  the  shaft  axis  to  receive 
the  pole  tip,  which  is  a 
separate  steel  bar  machined 
to  the  shape  of  a  pole  tip 
as  shown  at  A  in  Fig.  1 . 
After  machining  and  drill- 
ing the  individual  plates, 
they  are  bolted  together  in 
two  sections  and  these 
sections  are  again  bolted 
together  with  through- 
bolts,  the  whole  forming 
the  revolving  field  without 
coils.  The  rotor  complete 
is  then  shrunk  onto  the 
shaft;  the  shrink  fit  is  re- 
quired so  that  therewill  be 
a  tight  fit  between  rotor 
and  shaft  at  the  runaway 
speed  of  the  rotor. 

Rotor  Coils 

The  rotor  coil  is  of  the 
usual  ribbon  type,  wound 
edgewise  on  a  form,  fur- 
nished with  top  and  bottom 
insulating  collars  and  a 
metal  retaining  collar  at 
the  bottom  of  the  coil. 
This  retaining  collar  is  slot- 
ted to  receive  keys  for 
tightening  the  coil  on  the 
pole  as  shown  at  B  in 
Fig.  1. 

Rotor  Coil  Assembly 

Each  coil  is  well  insu- 
lated and  mounted  directly 
on  the  pole  body.  The  pole 
tips  arc  inserted  in  the  slots 
in  the  pole  body,  as  shown 
at  C"  in  Fig.  1.  Long  bolts 
are  then  driven  through 
holes  provided  in  the  pole 
body  and  polo  tip  to  defi- 
nitely lock  the  pole  tips 
into  jjosition. 


I 


A  UNIQUE  DESIGN  OF  WATERWHEEL-DRIVEN  ALTERNATOR 


J  09 


170     Februarv,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  2 


The  distance  piece,  as  shown  at  D  in  Fig. 
1,  is  placed  on  top  of  the  coil  end.  This 
distance  piece  is  held  and  locked  by  a  retain- 
ing plate  shown  at  E,  Fig.  1,  this  plate  being 
rabbeted  to  the  distance  piece  at  F  and  to 
the  lower  coil  support  at  G  previously  built 
up  as  part  of  the  pole  body.  After  the  dis- 
tance piece  and  retaining  plates  are  assembled, 
bolts  are  inserted  through  the  distance  piece 
and  plate  at  the  top  of  the  pole  as  shown  at 
H  and  screwed  directly  into  the  pole  body, 
and  bolts  are  also  inserted  through  the 
retaining  plate  at  the  bottom  of  the  coil  and 
screwed  into  the  lower  coil  support  as  shown 
at  J.  All  bolts  are  then  carefully  locked  to 
pre\-ent  backing  off. 


exceed  16,000  lb.,  hence  the  unit  is  split  into 
a  larger  number  of  sections  than  is  usual. 

Ventilation 

A  glance  at  Fig.  4,  representing  the  location 
and  design  of  the  power  house,  will  show  that 
the  ventilation  problem  of  the  generator  was 
a  peculiar  one.  As  all  the  air  for  the  gen- 
erators had  to  be  taken  into  the  station  and 
discharged  from  it,  the  incoming  and  out- 
going air  ducts  were  located  on  the  "down 
stream"  side  of  the  power  house.  The  sheer 
rock  of  the  mountain  forms  the  other  three 
walls  of  the  power  house;  in  other  words,  the 
power  house  is  gouged  out  of  the  solid 
mountain  rock. 

Fig.  3  shows  the  general  scheme  of  ventila- 
tion.    Air  is  carried  through  two  ducts  into 
a  pit  directly  tmdcr  each  generator.     Each 
duct  is  capable  of  delivering  approximately 
15,000  cu.  ft.  of  air  per  minute  to  the  gen- 
erator at  a  velocity  of   1000  feet  per 
minute.     Fans  are  mounted  on  the  re- 
taining plates  of  the  rotor  spider  and 
these,  added  to  the  fan  effect  of 
the  poles,  carr>-  the  air  through 
the  generator  and  discharge  it 


Fig.  4.     Sectional  Elevation  Showing  the  Unique  Location  of  the  Power  House  and  Its  Hydraulic  Connections 


Supporting  brackets,  well  insulated  from 
the  coils,  are  then  placed  between  adjacent 
coils  and  bolted  directly  to  the  pole  body  to 
prevent  distortion  of  the  coils  due  to  the  side 
strain  produced  by  the  large  centrifugal 
forces  in  the  rotor  coils. 

Balancing 

Drilled  and  tapped  holes  are  provided  in  the 
pole  tip  for  the  insertion  of  weights  to  balance 
the  rotor.  Each  rotor  is  given  a  static  and 
running  balance  after  assembly,  and  a  high- 
speed or  runaway-speed  test  is  then  made 
after  which  all  parts  are  carefully  inspected. 

Shipment 

Due  to  the  comparative  inaccessibility  of 
the  power  house  and  the  mountainous  nature 
of  the  country,  the  unit  had  to  be  so  designed 
that  no  one  part  boxed  for  -shipment  would 


into  the  stator  frame,  thence  to  an  out- 
going central  duct  directly  under  the  stator 
frame  and  expel  it  outside  the  station.  The 
generator  is  entirely  enclosed  above  the  floor 
line  to  prevent  the  escape  of  the  ventilating 
air  into  the  station.  Ventilating  hoods, 
attached  to  the  stator  frame,  guide  the  air 
into  the  rotor. 

Summary 

The  following  figures  give  the  relative 
weights  and  size  of  one  of  these  units  exclusive 
of  the  waterwhecls.  The  length  given  includes 
the  watenvhcel  shaft  extension  and  exciter. 
Stator  weight  complete  (two  halves) ....  70,000  lb. 
Rotor,  exclusive  of  shaft  (two  halves). . .   31,000  lb. 

Flywheel 13,500  lb. 

Total  weight 150,500  lb. 

Length  overall 24  ft.  7  >2  in. 


171 

Belted  Alternating-current  Generators 

By  A.  L.  Hadley 
Engineering  Department,  Fort  Wayne  Works,  General  Electric  Company 

This  article  describes  the  principal  features  in  the  construction  of  a  line  of  small  alternating-current  gen- 
erators ranging  from  37  J^  kv-a.  to  300  kv-a.  These  generators  are  used  principally  on  lighting  circuits,  but 
also  find  a  wide  field  of  usefulness  in  supplying  power  to  induction  motors,  heating  devices,  welding  machines, 
etc.  The  machines  are  built  according  to  the  best  practice  in  alternator  design  and  require  the  minimum 
amount  of  attention  in  service. — Editor. 


A.  L,  Hadley 


'T'HE  advent  of  the 
-*-  high-efficiency 
tungsten  and  nitro- 
gen-filled lamps  has 
created  an  unu.siial 
demand  for  lighting 
generators.  A  30-kw. 
generator  using  tung- 
sten lamps  will  supply 
as  much  light  as  a 
90-kw.generatorusing 
carbon  lamps.  Also, 
on  the  same  basis, 
a  240-kw.  rrachine 
equals  a  720-kw.  m^a- 
chine  in  lighting  capacity.  The  substitution 
of  nitrogen  lam.ps  for  carbon  lamps  makes  a 
240-kw.  generator  equal  to  a  1200-kw. 
machine. 

To  meet  this  demand,  a  standard  line  of 
small  belted  generators  is  being  built,  in  sizes 
ranging  from  373^  to  300  kv-a.,  0.8  p-f.,  .')() 
dcg.  rise  (maximum  rating)  or  rated  in  kilo- 
watt sizes  from  30  to  240  kw.  These  machines 
are  built  standard  both  for  60  and  50  cycles 
in  the  following  voltages:  240/480  (same 
windings  used  by  reconnecting),  1150/2300 
(same  windings  used  by  reconnecting)  and 
000  volts.  They  are  equipped  with  either 
three-phase  or  two-phase  windings.  Special 
machines  of  higher  voltage  are  frequenth' 
built,  up  to  (JOOO  volts.  For  6600  volts, 
special  stator  punches  and  dies  have  been 
developed  to  provide  for  the  extra  insulation 
required.  The  kilowatt  ratings,  however,  are 
reduced  20  per  cent. 

These  machines  although  used  in  a  large 
measure  for  lighting  purposes  are  also  used 
for  supplying  power  to  induction  or  syn- 
chronous motors,  heating  devices,  welding 
machines,  etc.  For  lighting  purposes  the 
generators  may  be  belted  to  steam  engines, 
gas  engines,  counter-shafts,  or  used  as  parts 
of  motor-generator  sets.  Also  they  may  be 
belted  or  direct  connected  to  waterwheels  of 
the  vertical  as  well  as  the  horizontal  type. 
Fig.    1   shows  a  vertical-shaft  alternator  for 


direct  coupling  to  a  waterwheel;  this  unit 
has  a  direct-connected  exciter  mounted  above 
the  thrust  and  upper  guide  bearings. 

These  generators  are  frequently  used  for 
butt  welding  and  spot  welding,  in  which  case 
the  load  is  approximately  0.7  power-factor. 
Standard  125-volt  fields  are  used  but  the 
excitation  is  taken  from  a  250-volt  circuit 
with  a  large  resistance  in  series.     A  special 


/ara^ 

li 

"^*«^ 

Fig    1       Vertical  Alternating-current  Generator  with  Exciter 
Arranged  for  Direct  Coupling  to  a  Waterwheel 

control  is  provided  for  short  circuiting  part 
of  this  resistance  at  the  tim.c  the  weld  is  made, 
thus  rapidly  boosting  the  field  current  and 
maintaining  the  generator  voltage. 

Fig.   2  shows  a  standard  belted  generator 
with  belted  exciter,  and  Fig.   3  a  generator 


172     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


^^. 


c  td 


<  s- 


i 


n 


I 


<  « 


BELTED  ALTERNATINC-CURRENT  C'tENERATORS 


173 


with  direct-connected  exciter.  Fi^.  4  shows 
a  three-bearing  ■240-kw.  generator  with  sHde 
rails. 

These  machines  have  been  used  largeh-  in 
motor-generator  sets,  transforming  from  direct 
current  to  alternating  current;  also  from 
alternating  current  to  alternating  current  for 
special  applications  where  special  control  of 
the  voltage  was  required,  Figs,  o  and  1.3. 
These  machines  are  also  used  in  motor- 
generator  sets,  to  transform  from  alternating- 
current  to  direct-current,  the  alternating- 
current  machine  being  equipped  with  an 
amortisseur  winding  and  being  operated  as  a 
synchronous  motor. 

Stator 

The  stator  frame  consists  of  two  castings 
made  from  the  same  ]mttern,   s])lit  at  right 


uniform  construction.  The  stator  frame  cast- 
ings are  made  with  openings  so  that  air  can 
freely  circulate  through  and  around  the  core, 
l^roviding  exceptional  means  for  ventilation. 

End-Shield  Bearing  Brackets 

The  end  shields  are  heavy  castings  each 
provided  with  three  arms  for  supporting  the 
bearing.  They  also  have  heavy  flanges  which 
extend  over  the  ends  of  the  stator  coils,  to 
serve  as  a  protection  against  injury  from  the 
outside.  These  end  flanges  are  bolted  into 
recesses  machined  into  the  stator  frame,  and 
form  a  very  rigid  construction.  The  top  half 
of  the  bearing  housing  consists  of  a  cap  which 
can  be  removed  readily,  thus  facilitating 
inspection  or  removal  of  the  split  bearing 
without  dismantling  the  remainder  of  the 
machine,    Fig.    7.      The   bearing   cap   on   the 


Fig.  6.     Rotor  Shaft,  Spider,  Pole,  and  Staler  Laminations 


angles  to  the  shaft,  fitted  together  by  an 
accurately  machined  rabbet  joint  and  fastened 
together  with  heavy  bolts  extending  through 
openings  in  the  outer  edge  of  the  laminations 
outside  the  magnetic  circuit;  the  two  halves 
of  the  stator  frame  serve  also  as  clamping 
rings  for  the  stator  laminations.  This  is 
illustrated  by  the  laminations  shown  in  Fig.  6. 
The  stator  coils  are  machine  wound,  using 
rectangular  wire,  and  are  insulated  and  treated 
with  tape  and  varnish  to  make  them  thor- 
oughly moisture-proof.  The  stator  core  is 
made  of  thin  sheets  of  electric  steel  punchings 
built  up  with  generous  air  ducts  for  ventila- 
tion ;  the  air  passes  freely  through  and  around 
the  ends  of  the  core  between  the  core  and  the 
stator  frame  castings.  The  air  ducts  are 
formed  by  I-beam  separators  spot  welded  to 
the  laminations;  these  I-beams  extend  one 
against  each  tooth,  thus  making  a  very  rigid, 


collector  end  has  two  cast-on  lugs  for  support- 
ing the  brush  studs  that  carry  the  brushes  for 
the  collector.  Each  bearing  cap  has  two 
hinged  oil  hole  covers  which  provide  a  ready 
means  for  inspecting  the  oil  rings.  The  hous- 
ing is  made  with  a  generous  reservoir  for 
oil,  the  lower  portion  of  the  housing  being 
tapped  with  two  holes,  one  on  each  side,  so 
that  the  sight  feed  overflow  oil  gauge  may  be 
installed  on  either  side.  A  pipe  plug,  in  the 
side  opposite  the  oil  gauge,  can  be  readily 
removed  for  draining  the  oil. 

Bearings 

The  bearings  are  split  horizontally  and  arc 
liberally  designed  for  a  large  diameter  shaft. 
They  are  of  cast-iron,  1:)abbitt  lined,  and  have 
two  oil  rings.  Fig.  7.  The  collector-end  and 
pulley-end  bearings  have  the  same  diameter 
for  each  size  of  machine,  the  ratio  of  length 


174     Fel)ruarv.  IIIL'O 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  2 


Fig 


7.    End  Shield  showing  the  Ease  with  which 
the  Bearing  Can  be  Dismantled 


Fig.  8       Rotor  with  Amortisseur  Winding  for 
Synchronous  Motor  Operation 


to  diameter  of  the  eollector-end  bearing  beinj; 
two  to  one,  and  that  of  the  pulley-end  bearing 
being  three  to  one.  Space  is  thus  provided 
for  the  collector  without  detracting  from  the 
symmetrical  appearance  of  the  machine. 

Rotor 

The  rotor  spider  is  built  up  of  j^-in.  thick 
laminations  riveted  together.  These  lamina- 
tions have  punched  dove-tail  openings  for 
receiving  the  laminated  pole  pieces.  Each 
pole  piece  is  held  in  i)lace  by  two  small  taper 
wedges  driven  in  from  opposite  sides,  to 
make  a  good  mechanical  and  magnetic  joint. 

Pole  Pieces 

The  pole  pieces  are  made  of  i^e-'"-  thick 
laminations  held  together  by  heavy  rivets 
through  cast  steel  flanged  end  plates,  the 
flanges  being  so  made  and  located  as  to  serv^e 
also  as  a  support  for  the  outer  \'enccr  board 
insulating  washers.  Each  pole  piece  is  care- 
fuUv    insulated,    and    together   with    the   two 


\-eneer  board  washers,  one  at  each  end,  serv'cs 
as  a  form  o\"er  which  the  field  wire  is  wound 
and  anchored.  All  rotor  coils  of  each  machine 
are  alike,  no  rights  and  lefts,  the  leads  being 
brought  out  between  the  coils  from  the  end 
next  the  spider.  This  construction  has  several 
distinct  advantages:  (1)  the  wire  is  wound 
light  to  the  pole  piece,  making  a  better 
mechanical  construction  than  if  the  coils 
were  wound  separately  and  afterwards  placed 
t)n  the  pole,  {'2)  the  coils  being  wound  tight 
to  the  poles,  the  heat  is  largely  conducted 
through  the  i^olc  piece,  thus  reducing  the 
coil  temperature,  (3)  the  increased  space 
between  coils  permits  of  better  ventilation, 
4)  the  losses  are  less  due  to  the  shorter  mean 
length  of  turn,  (5)  all  the  coils  being  alike, 
fewer  spare  coils  and  pole  pieces  need  to  be 
carried  in  stock  by  the  operator,  and  when 
ordering  new  coils  there  is  no  question  as  to 
what  is  wanted,  and  ((i)  the  making  of  all 
the  coil  connections  at  the  inner  end  of  the 
])oles  next  to  spider,  where  the  speed  is  less. 


Fig    9       Alternating-current  Generator  Rotor  with  Exciter  Armature 


BELTED  ALTERNATIN(',-CT:RR1-:XT  GEXERAT(  )RS 


I  ( .J 


insures  against  vibration  ami  break- 
age of  leads,  and  throwing  out  into 
the  air  gap.  After  the  coils  are 
wound  on  the  pole  pieces  thc>'  arc 
baked  to  ex]3cl  moisture,  and  then 
filled  with  varnish  and  baked  lo 
make  them  moisture-proof.  All 
pole  pieces  are  built  to  permit  of 
the  use  of  an  amortisseur  wind- 
ing for  the  synchronous  motors  of 
motor-generator  sets,  to  facilitate 
jjarallel  operation  with  other  gen- 
erators, for  generators  driven  by 
gas  engines,  or  for  single-jihase 
machines. 

Collector  Rings 

The  collector  rings  consist  of  two 
heavy  cast-iron  rings  insulated 
from   and   mounted   ui)on   a   cast- 


Fig    10.      A  Direct-connected  Exciter  and  Its  Alternator 


Fig    U 


Alternator  and  Direct-connected  Counter- 
electromotive-force  Generator 


iron  spider  pressed  on  the  shaft,  as  shown 
in  Figs.  S  and  0.  The  rotor  in  Fig.  S  is 
equipped  with  an  amortisseur  winding,  that 
in  Fig.  9  has  no  such  winding  but  has  an 
exciter  mounted  on  the  same  shaft.  Both 
illustrations  show  the  cast  ventilating  fans 
which  are  part  of.  the  end  plates  used  for 
carrying  balance  weights  and  for  covering  the 
dove-tail  joints  between  the  poles  and  spider, 
to  give  the  rotor  a  finished  appearance. 

Brush  Holders 

The  brush-holders  and  brushes  are  liberal 
in  size,  there  being  two  brushes  for  each  ring, 
mounted  in  one  holder  in  tandem.  The  use 
of  two  brushes  per  ring  permits  the  removal 
of  either  brush  without  interfering  with  the 
operation  of  the  m.achine.  Furthermore, 
there   is   less  likelihood   of   sparking   in   case 


Fig.  12.      The  Machine  shown  in  Fig.  10  as  Dismantled  for  Mule  Back  Transportation 


ITfi     February,  1020 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


dirt  or  some  foreign  particle  becomes  lodged  on 
the  collector  ring  and  lifts  one  brush  at  a  time. 

Shaft 

The  shaft  is  made  of  forged  steel,  is  finished 
to  size  by  grinding,  and  is  equipped  with 
heavy  shoulders  for  taking  the  end  thrust. 
A  key  is  sunk  in  the  shaft  for  driving  the 
rotor  spider  which  is  pressed  on  by  hydraulic 
pressure,  Fig.  6. 

Exciters 

The  exciters  may  be  belt-driven  or  direct- 
driven.  A  belt-driven  unit  is  shown  in  Fig. 
2  and  a  direct-driven  unit  in  Fig.  10.  The 
direct-connected  exciter  is  the  more  com- 
monly used.  Its  exciter  frame  is  mounted  on 
the  collector-end  bearing  housing,  being  held 
by  means  of  a  heavy  cast-iron  ventilated 
bracket  which  is  fitted  into  a  groove  of  and 
bolted  to  the  bearing  housing.  The  same 
shaft  extension  on  the  collector  end  may  be 
used  either  for  carrying  the  driving  pullej^  for 


a  belted  exciter,  or  for  carrj'ing  the  armature 
of  a  direct-connected  exciter.  The  direct- 
connected  exciter  armature  is  overhung,  and 
does  not  have  any  outboard  bearing.  This 
construction  is  ver\'  simple,  and  for  these 
belted  alternators  of  comparatively  high 
speed  the  size  exciter  is  such  that  it  costs  ver>' 
little  if  am-  more  than  the  ordinary-  belted 
exciter  which  has  to  be  equipped  with  sliding 
base,  pulley,  exciter  belt,  and  exciter  drive 
pulley.  This  combination  of  alternator  with 
direct-connected  exciter  is  usually  used,  one 
of  the  principal  advantages  being  that  it 
occupies  less  floor  space. 

Fig.  12  shows  the  various  parts  of  the 
machine  dismantled  for  mule  back  trans- 
portation, where  the  weight  must  be  kept 
down  to  a  certain  minimum. 

Fig.  11  shows  a  generator  for  a  special 
application  where  the  voltage  control  is 
effected  by  means  of  a  small  counter-electro- 
motive-force generator  mounted  on  the  col- 
lector-end bearing. 


I 


Fir.  13.    AUcrnatinR-currcnt  to  Direct  current  Motor-Bcncrator  Set 


it: 


Sine  Wave  Testing  Sets 

By  E.  J.   BlRNHA.M 

Alterxating-cvrre.nt  Encinekking  Department,  General  Electric  Company 

There  are  many  uses  in  the  laboratory  and  in  schools  and  colleges  for  a  sine  wave  generator,  and  in 
response  to  this  demand  the  sets  described  in  this  article  have  been  developed.  Oscillograms  and  test  data 
show  that  the  generator  maintains  practically  a  true  sine  wave  of  voltage  from  no  load  to  full  load  unity 
power  factor  and  full  load  zero  power  factor.  The  generator  is  specially  useful  for  testing  the  magnetic 
properties  of  iron  and  for  meter  testing. — Editor. 


B' 


E.  J    Barnham 


!ECAUSE  the  sine 
wave  is  the  ideal 
or  standard  fonn  of 
voltage  wave,  a  gen- 
erator that  will  pro- 
duce this  wave  under 
different  load  condi- 
tions is  desirable  in 
many  kinds  of  elec- 
trical testing. 

In  iron  testing,  for 
example,  it  is  very 
essential  that  the 
variation  of  the  flux 
in  the  iron  take  the 
form  of  a  sine  wave  and  this  can  be  obtained 
only  bj-  the  use  of  a  sine  wave  voltage. 
A-Ieter  calibration  and  testing  are  other  ap- 
plications which  require  a  sine  wave  voltage. 
Schools  and  universities  also  are  often  in 
need  of  sine  wave  generators  for  use  in  their 
testing  and  laboratory  work. 

Development  and  Description  of  Generator 

After  careful  study  and  in\'estigation  a 
special  generator  has  been  developed  to  meet 
these  needs  and  any  others  that  require  an 
expectionally  good  wave  form.  This  gener- 
ator is  made  small  and  compact,  is  three- 
phase,  four-pole,  and  of   the  revolving  field 


type.  At  ISOO  r.p.m.  or  60  cycles  it  has  a 
capacity  of  5  kv-a.  at  220  or  1 10  volts;  and  at 
750  r.p.m.  or  25  cycles  it  has  a  capacity  of 
2.1  kv-a.  at  110. volts.  The  good  wave  form 
is  in  part  due  to  the  use  of  a  large  number  of 
stator  and   rotor  slots  and  to  the  use  of  a 


Fig    2. 


Full-load  Unity  Power-factor  Voltage  Oscillogram  of 
the  sine  Wave  Testing  Generator 


cylindrical  rotor  on  which  the  exciting  coils 
are  displaced  in  phase.  In  addition,  the  rotor 
is  enclosed  in  a  magnetic  sheath  which 
maintains  a  sine-wave  distribution  of  flux 
under  the  most  severe  conditions. 


n^ig  1 


No-load  Voltage  Oscillogram  of  the  Sine  Wave  Testing 
Generator 


Fig.  3.     Full-load  Zero  Power-factor  Heading"*  Voltage  Oscillo- 
gram   lower  curve,  of  the  Sine  Wave  Testing  Generator 


178     February,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  2 


0    15    50  45  60   75   90  105   120  155  150  165  180    0     15    50  45    60    75   90    105  120  155  150  165  180 
Degrees  Degrees 


15    50  45    60    75   90  105  120  155  150  165  IM 

Degrees 


Fig.  4.      No-load  and  Full-load  Normal  Voltage  Waves  of  the  Sine  Wave  Machine  Compared  with  an  Equivalent  Sine  Wave 

The  full  line  is  the  Equivalent  Sine  Wave;  the  dots  are  points  plotted  from  the  Machine  Voltage  Wave 

For   a  tabulur  comparison  see  Table   II 


If  a  phase  displacement  between  voltage 
and  current  is  desired,  as  in  meter  testing. 
one  of  the  generators  can  be  furnished  with  a 
special  device  for  shifting  the  stator. 

The  generator  is  capable  of  operating  under 
a  wide  range  of  load  conditions.  Many 
different  voltages  may  be  obtained  by  con- 
necting the  leads  of  the  stator  windings  in  Y 
or  delta,  and  for  either  one  or  two  circuits 
per  phase.  A  total  of  13  leads  as  shown  in 
Fig.  5  are  brought  out  from  the  machine,  one 
of  which  is  for  a  special  connection  to  be  used 
in  iron  testing.  The  frequency  may  be  varied 
between  60  and  25  cycles  by  varying  the  speed 
of  the  generator  between  1800  and  750  r.p.m. 

Mechanical  Arrangement  of  Sets 

In  order  to  meet  the  different  uses  and 
driving  requirements,  arrangements  have 
been  made  so  that  the  generator  may  be  used 
alone  as  a  single  unit  or  with  a  driving  motor 
in  either  a  two-unit  or  a  three-unit  set. 

Single-unit  Set 

The  single-unit  set  is  mounted  on  a  sliding 
base  and  has  a  driving  pulley. 


Two-unit  Set 

Fig.  5  shows  a  standard  two-unit  set  in  which 
the  generator  is  direct  connected  to  an8-h.p.. 
INOO  750-r.p.m.  direct-current  driving  motor. 
If  alternating  current  only  is  available,  an 
induction  motor  may  be  substituted  for  the 
direct-current  driving  motor.  In  such  a  case 
speed  variation  cannot  be  obtained. 

As  it  is  often  convenient  to  use  the  machine 
as  a  single-phase  generator.  Table  I  is  given  to 
show  its  capacity  single-phase  and  three-phase 
for  both  60  and  25  cycles. 

TABLE   I 

SINGLE-PHASE  AND  THREE  PHASE.  60  AND 
25-CYCLE  CAPACITY  OF  THE  SINE- 
WAVE  TESTING  GENERATOR 


Phases 


Cycles 


Kv-a. 


3 

60 

5.0 

;j 

2.i 

2.1 

1 

liO 

3.5 

1           1 

25 

1.47 

A  comparison  of  the  no-load  and  full-load 
voltage  waves  of  the  machine  with  an  equiv- 
alent sine  wave  is  given  in  Fig.  4  and  Table 
II.    The  deviation  from  a  sine  wave,  as  given 


TABLE  II 

NO-LOAD   AND   FULL-LOAD   NORMAL   VOLTAGE   VALUES   OF   THE   SINE    WAVE   TESTING 

GENERATOR   COMPARED   TO   THOSE   OF   AN   EQUIVALENT   SINE   WAVE 


FULL-LOAD  UNITY  POWER-FACTOR 


I  I  LL-LOAD  ZERO  POWER-FACTOR 


Degrees 

Ordinates 

Per  Cent 
Deviation 

from 
Sine  Wave 

Ordinates 

Per  Cent 
Deviation 

from 
Sine  Wave 

Ord 

Voltage 
Wave 

0 

nates 

Equivalent 
Sine  Wave 

Per  Cent 

Voltage 
Wave 

Equivalent 
Sine  Wave 

0 

Voltage 
Wave 

Equivalent 
Sine  Wave 

Deviation 

from 
Sine  Wave 

0 

0 

0.0     ! 

0 

0 

0.0 

0 

0.0 

15 

2.. 50 

2.58 

0.8 

2.67 

2..'i8 

0.9 

2.50 

2.58 

0.8 

30 

5.02 

5.00 

0.2 

5.03 

5.00 

0.3      - 

5.00 

5.00 

0.0 

45 

7.12 

7.07 

0.5 

7.08 

7.07 

0.1 

7.18 

7.07 

1.1 

60 

8.70 

8.00 

0.4 

8.02 

8.66 

0.4 

8.72 

8.66 

0.6 

75 

y.GC 

(1.00 

0.0 

11.05 

9.66 

0.1 

9.75 

9.66 

0.9 

90 

9.85 

10.00 

1.5 

10.05 

10.00 

0.5 

9.90 

10,00 

1.0 

I 


SINK  WAVE  GEXERATORS 


179 


in  Table  II,  is  found  according  to  the  A.I.E.E. 
Standardization  Rules;  i.e.,  by  placing  the 
equivalent  sine  wave  on  the  actual  wave  so  to 
give  the  least  difference  between  ordinates, 
and  then  determining  the  deviation  h\- 
dividing    the    maximum    difference    between 


Two-unit   Sine  Wave  Testing  Set;    Sine  Wave  Generator   at   left,  and 
Direct-current  Driving  Motor  at  right 


corresponding    ordinates    by    the    maximum 
value  of  the  sine  wave. 

It  will   be   noticed   in   Table   II    that   the 
maximum    deviation    of    the    voltage    wave 
from  the  equivalent  sine  wave  is  only  1.5  per 
cent.     In  fact,  the  deviation  is  so  small  that 
when  points  from  the  voltage  wave 
are  plotted,  as  in  Fig.  4,  they  ap- 
parently fall  on  the  equivalent  sine 
wave. 


Three-unit  Set 

The  standard  three-unit  set  is 
shown  in  Figs.  6  and  7,  in  which 
two  of  the  sine-wave  generators 
are  direct  connected  to  a  IG-h.p., 
I.SOO  75()-r.]j.m.  direct-current 
driving  motor.  The  inner  bearing 
bracket  has  been  omitted  on  one  of 
the  generators  so  that  the  machines 
may  be  assembled  closer  together, 
thereby  minimizing  floor  space.  The 


Fig.  6.      Front  View  of  the  Three-unit  Sine  Wave  Testing  Set.  Driven  by  the  Direct-current  Motor  on  the  right. 

The  machine  in  the  center  is  a  High-voltage  Low-current  Stationary-frame  Sine  Wave  Generator. 

The  machine  at  the  left  is  similar  to  the  one  in  the  center  except  that  it  is  wound  for 

Low-voltage  High-current,  and  its  Stator  is  adjustable 


Fig. 


7.      Rear  View  of  the  Three-unit   Sine  Wave  Testing  Set  Shown  in  Fig    6       The   hanj  wlieel   on   the   right- 
hand  Generator  is  used  to  adjust  the  Stator  in  its  cradle 


180     February,  1»2() 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  2 


base  is  strong  and  self-supporting,  so  the 
assembled  set  can  be  easily  lifted  from  one 
place  to  another.  Fig.  7  shows  the  phase- 
shifting  device,  which  consists  of  a  hand 
wheel,  worm,  and  worm  segment  for  shifting 
the   stator  frame   of    one   of    the  machines. 


Fig.  8.      Apparatus  for  Testing  the  Magnetic  Properties  of  Sheet  Iron 

The  worm  segment  is  of  sufficient  length 
for  rotating  the  frame  50  mechanical  or 
100  electrical  degrees  in  either  direction 
from  the  neutral  position.  The  armature 
windings  of  the  two  generators  are  different 
because  one  of  the  generators  is  used  for 
current  and  the  other  for  voltage,  hence  one 
is  designed  for  low  voltage  and  high  current 
while  the  other  is  designed  for  low  current 
and  high  voltage.  Fig.  6  shows  the  adjustable 
frame  20-volt  generator  used  as  the  high 
current  low-voltage  machine.  The  four  leads 
from  the  stator  windings,  one  of  which  is  the 
netural,  are  brought  out  near  the  top  of  the 
machine  as  shown  so  they  will  not  interfere 
with  the  rotation  of  the  frame. 

Iron  Testing 

The  sine-wave  generator  either  as  a  single- 
unit  or  as  part  of  a  two  unit  set  is  extensively 
used  for  testing  iron...  For  testing  sheet  iron 
conveniently  and  accurately  the  use  of  the 
(General  Electric)  Epstein  Tester  in  con- 
nection with  the  sine^wave  generator  is 
recommended.  Fig.  $  .shows  the  essential 
part  of  the  Epstein  teSter  with  sample  sheet 
iron  held  in  ])lacc  in;'^he  coils  by  clamps. 
Fig.  9  shows  the  diagram  of  connections  to  be 
used  in  making  the  tests.  Fig.  10  shows  that 
the  form  factor  of  a  sine  wave,  namely,  1.11, 
is  ]3raclically  maintained    under    the   severe 


distorting  effect  of  the  magnetizing  current 
in  the  testing  of  iron. 

Meter  Testing 

The  three-unit  set  described  is  \-ery  useful 
for  calibrating  and  testing  wattmeters  and 
also  for  many  other  kinds  of  work  where  it  is 
necessarv'  to  make  tests  at  diflcrcnt  power- 
factors.      In  wattmeter   testing,   the  20-volt 


To  Garterqtor- 


eratA 


[U]5- 


/«/- 


c: 


mvft—ee*'- 


\ 


■•—Tb  Motor  Fitta 


(\ 


>  Seneroto*-  /•'«/* 


Fig    9.     Diagram    of    Connections    for    Testing    the    Magnetir 

Properties  of  Sheet  Iron  by  the  Use  of  the  Sine  Wave 

Generator  and  the  Apparatus  Shown  in  Fig.  8 

or  high-current  generator  is  used  to  excite 
the  current  coil  of  the  wattmeter  and  the 
220/110-volt  or  high-voltage  generator  is  used 
to  excite  the  voltage  coil  of  the  wattmeter. 
The  desired  power-factor  setting  is  then  ob- 
tained by  mechanically  shifting  the  stator  of 
the  adiustahle  frame  machine. 


Fig    10       VoltnKC  ;tn.l  Hxciling  Current  Whvc  of  the  Sine  W*»ve 

Testing  Gencratot    While  Testing  Iron   Saniplc  by 

Method  Shown  in  Fig    9       Form  Factor  IMS 


ISl 


IN  MEMORIAM 


T     S     EDEN 


Timothy  Sharpe  Eden,  Enj^inccr  in 
Charge  of  the  Generator  and  Syn- 
chronous Motor  Division  of  the  Alter- 
nating Current  Department  of  the 
General  Electric  Company,  died  on 
Wednesday  morning,  October  1,  191!), 
following  a  brief  illness.  To  those 
who  knew  Mr.  Eden  best,  his  passing 
came  with  the  force  of  a  personal 
grief. 

Mr.  Eden  was  born  on  the  island 
of  Jamaica,  W.  I.,  where  he  received 
his  early  education  in  a  private  high 
school.  On  coming  to  the  United 
States  in  1892,  he  entered  Lehigh 
University.  After  graduating  from 
Lehigh  in  LS90,  he  was  employed 
by  the  Bethlehem  Steel  Compan}^  at 
Bethlehem,  Pa.,  as  an  assistant  met- 
allurgical engineer.  In  September, 
1.S97,  he  entered  the  Drafting  Depart- 
ment of  the  General  Electric  Com- 
pany, and  in  January,  1900,  was  transferred  to  the  Alternating  Cur- 
rent Engineering  Department,  where  he  remained  until  his  death. 

In  the  death  of  Mr.  Eden,  the  General  Electric  Company  has 
lost  a  faithful  and  able  engineer.  He  possessed,  to  an  unusual  degree, 
the  qualifications  of  the  ideal  designing  engineer — a  good  sense  of 
proportion,  a  well  trained  mind  of  mathematical  bent,  great  care  in 
the  consideration  of  alternatives,  patience  in  working  out  details,  a 
good  memory,  sound  and  sober  judgment.  He  seemed  to  delight  to 
be  in  close  touch  with  his  machines  as  they  came  through  the  shops, 
the  test,  and  the  installation,  and  after  they  were  put  into  ser\-ice  by 
customers.  He  was  respected  by  his  fellow  workers  who  accepted 
his  opinion  in  engineering  matters  with  great  confidence. 

Mv.  Eden  was  indeed  much  beloved  b}'  his  friends  and  associates 
for  his  amiable  qualities  of  mind  and  heart,  never  sparing  himself 
when  he  could  be  of  service  to  others.  He  won  his  way  to  their 
hearts  where  he  will  long  be  held  in  esteem. 

Besides  his  wife,  Air.  Eden  is  survived  by  his  mother,  a  step- 
father and  three  half  sisters,  Alice,  Elsie  and  Winnie,  all  of  Jamaica; 
one  brother,  Alfred,  of  East  Orange,  N.  J.,  two  half  brothers.  Dr. 
Arthur  Henderson,  of  Montreal,  and  Brooke  Henderson,  of  Xew 
York  Citv. 


XVI!  I 


GtNEKAL  ELECTRIC  KE\IE\V 


WHERE  TO  GET  G-E  SERVICE 


'io  insure  correspondence  against  avoidable  delay,  all  communications  should  be  addr«ss^  to 
the  G-E  sales  office.  G-E  distributing  jobber,  or  G-E  foreign  representative  nearest  the  writer. 


FOR  BUSINESS  IN 

G-E  Sales  Oficc  G-E  OiuriboiinC  Jobber 

AUbima.  Rirtnlncham M^thcwj  EIcc    i^uppl;  Co. 

Ark&osu.  Little  Rock 

California.  Lo«  Anjelest  - Paclflc  SutM  Elwtrif  Co 

California.  Oaktand: Pacine  Slates  Elertric  Co. 

Calirorr^la.  San  rnincl»rott Parlllc  Slates  Etectrlr  Co. 

"-' — -•-    " *  ,    TlieMendrleJi  BolUKtOMfS.  A 

Sup.  Co. 


Colorado.  Denvert    . 

Conncrtlrut.  Hartford 

Connertlrul.  New  Haven ,. ...    

ConniN-ticut,  Wat«»buryt N'*w  F.nctaod  En*   Co. 

DUt-<rt  of  Columbia.  Waahlos- 

Ion  National  E1«:'I  f^upply  C*. 

Florida,  Ja^-kaoovUle >~lorida  Eke.  Supply  Co. 

Florida.  Tampal  .  .  .: Florida  Elec   Supply  Co. 

Ceorcia,  Atlantajt Carter  Etectrle  Company. 

neorcia.  Savanoabt Carter  Elrrtrlc  Company. 

IlUnoia.  ChlcagoS  I Central  Electric  Company. 

Commonwealtb  Edtson  Co. 

Indiana.  Fort  Wayne 

Indiana.  Indianapolis Indianapolis  Flee   Supply  Co. 

Indiana.  South  Bendt Soutli  Itend  ElM-trlc  Co. 

Iowa.  r>*a  Molno Mld-Wcat  Electric  Co 

Kentucky.  LoubvUle Belknap  Hardware  A  Maau(M» 

turlnj  Co  .Inc. 

Louisiana.  New  Orleans! Gulf  :'<ates  Electric  Co..  Inc. 

Maryland.  Balllmore Soint>*m  Elertrtr  Co. 

Manacbuaetts.  Doflonf Pett 'nccU-Andrewv  Co. 

Massachusetts,  (^prlnRneU 

Ma^uchuseits.  Worw»t«f ....  ,  . .  . 

Mlchlcan,  DetroUI        Frank  C.  Tnl  Company 

Mlchleao.  Grand  Rapids 

Minnesota.  Duluth     Nonhwntem    Elecwlc    Equl^ 

ment  Company. 

Mlnnr^oia,  MlnneapoUat Pwrhai  Etectrfral  Co 

Mlnnrwta.  SI.  Paul Nortbweatem  Elec.  Equip.  Co. 

Mt-tsourl.  Joplin  •     

Mbsoiirl.  KamiL^  (*1iyt Tbc  B-R  Elertrlr  Co 

.Mhs-inri.  St    Loulat Wesco  Supply  Company. 

.Motitoim.  lluttc'   Butte  Electric  .*!Mpplv  Co 

NcbrasWa.  Omaha MM-WV-it  Flwtrtc  Co. 

New  Jf-mcy,  Newark:   T>-l-Olv  ricctrlc  Co..  Inc. 

INoC^EOmrc 


THE  UNITED  STATES 

G-E  Salea  Oficc 

New  York.  Albany: 

New  York.  Buffalo 

New  York .  Elmlra . .  -  - . 

New  York  CHylf E  B    Latham  A  Company. 

Royal  EaMcm  Elec'l  f«ap.  Co. 
SIbley-Pitmaa  Elec.  C«rp- 


G-E  Distnbatial  Jobber 
Hairns  Elrrtrtr  ^  o  .  Itie. 
RobrrtsoD-CaLaraci     Elcr.  Co. 


.  Wbeeler-Creen  Elee'l  S«p.  C«. 
'.Mohawk  Elec'l  Sup.  Co.", 


New  York,  Roch< 

Mew  York.Scbeocctady 

New  York.  Syracuse.....  . . 

North  Carolina.  Charlotte 

Ohio.  ClDclanailt The  F    I»    I^wrrnre  Elee.  Co. 

Ohio.  Cleveland Republic  Flrctrtc  Co 

Ohio.  Columbus The  l-mcr  A  Hopkins  Co. 

Ohio.  Da>-ton The  Wra,  MaH  Ekrctric  Co. 

Ohio.  Toledo W.G.  Na«el  Ekctfle  Co. 

Ohio.  YoutUBitown . . 

Oklahoma.  OklabomaCltTt <*outhwe«i  G-E  Co. 

Orccon.  Portland  t .PadAc  States  Electric  Co. 

Peoasyh-ania.  Erie 

ProaiylvaoU.  P&lladelphU(l. .      PhlladelpbU  Ehietrte  CempaBT 
Supply  Demnmeot 

Prnttiyh'anta.  Plttsburcbl Vnioo  Electrtc  Cocnpaay 

Rhode  Island .  PrwrMeo'-e  .... 

Souih  Carolina.  ColumbUl,  ,        .Prrrj-Mann  Elee.  Co  .  lac. 

Tenne*iee.  Challanooo Jamea  Supoty  Company 

Tenn«»ce.  Knojville ..... 

TennesMe,  Memphis Elcctnc  Supply  Company 

Tennessee.  NatfivlDe .  

Texas.  Dallas ' 9outh*<«  C-E  Co. 

Te&as.  EI  Paso* iUmthwesI  C^E  Co. 

Te*as    Hou«t..nt  ....    .      AoatbwesK  G-E  Co. 

t  IA^    <.ili  l..>f  otyl Capital  Eteetrte  Caapaajr. 


■'arise  ttatat  Elactfto  C*. 


I  >.!.■  llawaiLa-i  biutncn  addrewt  Cattoa.  NslU  *  Coapaay,  Ltd.. 
Honolulu 
•Warehooar.  (t'ertli-e  Shop. 


Diilhbulor*  lor  the  General  Fleetnc  Company  OuliiJc  ofihc  Uoiicd  Stales 

INTERNATIONAL  GENERAL  ELECTRIC  COMPANY.  INC 

Geacral  Sales  Offices:  120  Brosd^av.  New  York,   and  Scheocctadr.  N.  Y..  U.  S.  A. 
At<ois  and  Reprcacniaiivcs 


Arcentlns:  Cla General  Electric  Sudamcricaua.  Inc 
Au«iralln:   Auiirallan   General   FlcrtHc   Compam 


Burt 


J  line  J    and 


Melbourne 
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noUvla:  Intemailonal  Machinery  Co..  La  Pa«  and  Oruro. 

Draill:    CL\   General     Flectric    do    llraill.    Rio  de  J.inetro    and 

Sao  Paulo - 
Canada:  Canadian  Genera)  Electric  Company.  Ltd. .  Toronto.  Onl, 
Cblle;  International  Marblnery  Company,  Saoilaco    ValparatM 

Aiitolacasta. 
China:    Andcfjen.   Meyer   A  Co.  ltd.;    IntcmaUonal    Ceocnl 

Electric  Company.  Inc  ,  STtansha'. 
Colombia:  Wemclboeft  A  Poor   BarranqullU and  Bogota. 
Cuba:  General  Electric  Company  of  Cuba,  Havana. 
Dutch  r    Indies:  Interaatlonal  Geacral  Electric  Company.  Inc.. 

Soerabala,  Java. 


General  Oltico 
Sch<nectad\':N.Y 


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r  I:  !  3IJ-S  I  naltM«Tlt\(  u  ark».  Tokyo;  Tokyo  EVrtrte  Co., 
.  hawa.*akl. 

o:  Mcilran  General  Elecirtc  Company.  Mealco  Clir  aad 
■ilalaiars 

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and  A»fklarMl 

-.••By.  Manila 
-irw  CooipMir.    lAd.. 


El©  c  tone 


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GENERAL  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.  3 


Published  by 

General  Electric  Company's  Publication  Bureau. 

Schenectady.  N.  Y. 


MARCH,   1920 


ELECTRIC   STARTING    MOTOR    AS   APPLIED   TO   A   12-CYLINDER   LIBERTY   AIRPLANE   ENGINE 
(.See  article.  "Electric  Starting  Systems  for  Automobiles,"  page  186) 


For 
Fractional  H.  P.  Motors 


^\T0  one  objects  to  paying  more  for  a 
■^  ^  machine  that  is  worth  more.  And 
ability  to  stand  up  to  its  work  longer,  is 
a  factor  in  a  machine's  value  which  goes 
far  toward  making  its  first  cost  to  be  for- 
gotten. The  time-tested  service  qualities 
of  'tiORm^"  Bearings  under  high-speed 
conditions  will  make  any  machine  a  bet- 
ter machine  which  is  proved  by  the 
service  qualities  of  hundreds  of  thousands 
of  electrical  machines  in  which  HORma" 
Bearings  are  standard. 

See  that  your  Motors 
are  "MORmfl"  Equipped 


Ball,  Roller. Thrust  and  Combination  Beai-inqs 


General  Electric  Review 

A   MONTHLY  MAGAZINE  FOR  ENGINEERS 

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Entered  as  second-class  matter.  March  26.  1912.  at  the  post  office  at  Schenectady.  N.  Y..  under  the  Act  of  March,  1879. 

Vol.  XXIII,  No.  :j  ,,  co,^^a^?;;,^  cl/,.„. March.  1920 

CONTENTS  Page 

Frontispiece 184 

Editorial:  Electricity  on  the  Automobile 185 

Electric  Starting  Systems  for  Automobiles 186 

By  F.  C.  Barton 

The  Outdoor  Generating  Station    .        . 194 

By  H.  W.  Buck 

Methods  for  Alore  Efficiently  Utilizing  Our  Fuel  Resources 

Part  XXXI.     Petroleum 198 

By  C.  G.  Gilbert  and  J.  E.  Pogue 

Professor  Elihu  Thomson's  Early  Experimental  Discovery  of  the  Maxwell  Electro-Mag- 
netic Waves 208 

By  Prof.  Monroe  B.  Snyder 

Effect  of  Color  of  Walls  and  Ceilings  on  Resultant  Illumination 209 

By  A.  L.  Powell 

Short-circuit  Tests  on  a  lO.OOO-kv-a.  Turbine  Alternator 214 

By  E.  S.  Henningsen 

The  Engineer  Can  Do  More  About  It  Than  Pay  and  Grin  ' 222 

By  Calvert  Townley 

Helium,  the  Substitute  for  Hydrogen  in  Balloons  and  Dirigibles 227 

By  W.  S.  Andrews 

Silent  Spokesmen  in  the  Factory 229 

By  Roscoe  Scott 

A  Biographical  Sketch  of  the  Late  William  Olney  Wakefield 232 

Question  and  Answer  Section 234 


GENERAL   ELECTRIC 

REVIEW 


ELECTRICITY  ON  THE  AUTOMOBILE 


For  a  number  of  years  the  inability  of  the 
internal  combustion  engine  to  be  self-startins^ 
plainly  militated  against  its  use  as  the  motive 
power  of  the  ultra  popular  self-propelled 
vehicle.  The  woman  who  had  the  courage  to 
drive  the  stalling,  balky  automobile  was  a 
rarity.  The  condition  today  is  wholly  changed 
and  we  observe  a  goodly  percentage  of  women 
drivers,  even  in  the  densest  city  traffic.  We 
must  attribute  this  rapid  change  to  the  de- 
velopment and  application  of  the  electric 
starting  system. 

When  we  review  the  state  of  development 
of  electric  motors  and  storage  batteries  as 
early  as  190.T,  we  are  caused  to  wonder  wh>' 
a  satisfactory  electric  starting  equipment  did 
not  sooner  present  itself.  The  first  starting 
motors  differed  but  little  from  existing  series 
motors  for  other  applications;  and  the  storage 
batteries,  while  being  subjected  to  unusually 
severe  service,  resembled  in  all  essential 
respects  storage  batteries  for  electrically 
propelled  vehicles.  It  would  seem  that  the 
application  of  the  electric  motor  to  starting 
the  internal  combustion  engine  awaited  the 
development  of  a  satisfactory  method  of 
connecting  the  two — an  arrangement  fool- 
proof, simple,  and  sturdy.  A  form  of  shift 
which  automatically  meshes  the  motor 
pinion  with  the  flywheel  teeth  immediately 
the  motor  is  connected  to  the  battery,  and 
throws  it  out  of  mesh  and  holds  it  there  as 
soon  as  the  engine  begins  to  fire,  is  now  almost 
universally  used  on  American  built  cars. 

To  one  who  has  experienced  the  back- 
breaking  job  of  cranking  a  cold  engine  it  is 
incredible  that  a  motor  only  4^2  inches  in 
diameter  can  perform  the  work  twice  as  fast 
and  for  an  indefinite  period.  All  the  credit, 
however,  does  not  belong  to  the  creators  of 
this  small  motor;  the  battery  manufacturers 
have  accomplished  wonders  in  providing  such 
a  bountiful  reservoir  of  electric  energy  in  so 
small  a  space.  Discharge  rates  on  starting 
and  lighting  batteries  range  from  an  amijere 
or  two  for  lighting  to  three  or  four  hundred 
amperes  for  starting  in  cold  weather. 

The  principles  of  the  electric  starting  system 
for  gasolene  engines  are  described  at  length  in 
the  article  bv  Mr.  F.  C.  Barton  in  this  issue. 


Electricity  was  first  used  on  the  automobile 
for  igniting  the  gas  in  the  cylinders,  and  in 
this  capacity  it  is  indispensable  to  the  opera- 
tion of  the  gas  engine.  Other  means  of 
ignition  were  attempted  in  the  early  stages  of 
gas. engine  development,  but  they  were  crude 
and  woefully  inadequate.  True,  the  Diesel 
engine  dispenses  with  electric  ignition,  but 
this  high  compression  engine  as  at  present 
developed  is  out  of  the  question  for  auto- 
mobile propulsion. 

With  electric  starting  systems  incorporated 
as  standard  equipment  on  practically  all 
cars,  electric  lighting  exists  as  a  matter  of 
course.  Now,  instead  of  insufficient  light 
for  safe  driving,  the  injudicious  use  of  the 
brilliant  miniature  Mazda  lamps  has  effected 
the  opposite  extreme,  and  has  provoked 
restricting  legislation  in  many  states. 

The  electric  generator-motor  system  of 
transmission  and  speed  reduction  has  met 
with  favor.  With  this  arrangement  the  clutch 
and  transmission  gears  are  replaced  by  a 
generator -motor  set,  the  armatures  of  which 
are  mounted  on  a  common  shaft  intervening 
between  the  engine  crank  shaft  and  the 
driving  shaft.  Speed  reduction  is  effected 
by  increasing  or  decreasing  the  magnetic  pidl 
between  field  and  armature.  The  generator 
also  serves  as  a  starting  motor;  and  on  long 
down  grades  is  made  to  act  as  an  electro- 
magnetic brake. 

Further  uses  for  the  electric  current  are 
found  in  the  electro-magnetic  gear  shift;  a 
method  of  heating  the  mixture  in  the  intake 
manifold  to  facilitate  starting  in  cold  weather; 
electrically  heated  hand  grips  for  the  steering 
wheel;  and  cigar  lighters.  There  has  been 
some  application  of  electrically  operated 
brakes  by  means  of  a  motor  driving  a  drum 
on  which  is  wound  a  cable  connected  with  the 
brake  bands.  A  motor-operated  jack  would 
be  a  boon  to  the  tourist. 

A  consummation  devoutly  to  be  wished  is 
an  electrically  propelled  automobile  having  a 
radius  of  operation  comparable  with  that  of 
the  gas  engine  driven  car,  and  as  readily 
replenished.  Its  realization  is  contingent 
only  on  the  appearance  of  a  suitable  accumu- 
lator for  the  magic  "juice." — B.M.E. 


186     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


Electric  Starting  Systems  for  Automobiles 

By  F.  C.  Bartox 
Lighting  Department,  General  Electric  Company 


After  briefly  describing  the  straight  mechanical,  compressed  air,  and  acetylene  methods  which  were  used 
to  some  extent  years  ago  for  starting  internal  combustion  engines  and  detailing  the  reasons  for  abandoning 
such  methods,  the  author  confines  his  description  of  starters  to  the  various  electric  types.  The  design,  char- 
acteristics, and  operation  of  the  single-unit,  two-unit,  and  combination-unit  types  of  starting  and  lighting 
equipment  are  discussed  in  great  detail.  Description  and  examples  are  also  given  of  the  methods  employed 
in  selecting  the  size  of  units  for  assumed  requirements.  The  conclusion  of  the  article  relates  what  has  been 
done  by  the  Society  of  Automotive  Engineers  in  standardizing  the  mountings  of  starting  motors  and  lighting 
generators. — Editor. 


Ever  since  the  early  development  of  the 
explosion  or  internal  combustion  engine,  it 
was  realized  that  the  inherent  drawback  to 
the  use  of  this  type  of  prime  mover  lay  in  its 
inability  to  be  started  by  energi,-  stored  within 
itself.  The  problem  of  starting  the  engine 
with  the  least  expenditure  of  human  energy 
has  therefore  occupied  a  large  place  in  the 
minds  of  designers,  with  the  result  that  vari- 
ous forms  of  starters  were  devised. 

There  were  straight  mechanical  devices 
emplo^-ing  springs  or  their  equivalent  to 
give  the  initial  impulse;  then,  too,  there  were 
devices  in  which  the  internal  combustion 
engine  by  the  use  of  special  distributor  valves 
was  converted  into  a  compressed  air  engine, 
taking  air  under  pressure  from  a  storage 
flask.  This  flask  was  in  turn  charged  by  some 
form  of  pump  connected  to  the  engine  and 
driven  by  it  during  periods  of  normal  opera- 
tion. There  were  gas  devices  in  which  an 
explosive  charge  of  acetylene,  or  other  gas, 
was  introduced  through  suitable  distribution 
valves  directly  into  the  cylinders  and  was 
there  exploded  by  the  usual  electric  ignition. 

Almost  without  exception  these  devices 
lacked  reliability.  The  springs  did  not  store 
enough  energy  to  make  second  and  third 
attempts  at  starting  in  case  the  first  failed. 
The  air  starters  developed  leaks  and  pump 
troubles  which  resulted  in  the  slow  discharge 
of  stored  air  with  attendant  loss  of  starting 
ability.  The  gas  starters  were  always 
"touchy"  and  frequently  the  mixture  intro- 
duced for  starting  would  not  ignite  when  the 
spark  was  applied,  and,  when  it  did  ignite, 
the  resulting  explosion  was  apt  to  be  of 
greater  violence  than  is  desirable  from  a 
mechanical  standpoint. 

There  were  also  electrical  starters,  which 
took  energy-  from  a  storage  battery  to 
drive  an  electric  motor  mechanically  con- 
nected to  the  engine,  the  battery  being  re- 
charged bv  an  electric  generator  driven  bv 


the  engine  during  normal  operation.  Other 
things  being  equal,  the  type  of  starter  using 
electrical  energy-  acquired  a  tremendous 
advantage  over  all  others  by  reason  of  the 
possibility  of  combining  starting  with  the 
most  satisfactory  form  of  lighting,  viz..  that 
employing  Mazda  electric  lamps.  Further- 
more, it  might  be  combined  to  furnish  energy 
for  the  now  extensively  used  batten.'  igni- 
tion. Hence,  electric  systems  always  include 
starting  and  lighting,  and,  frequently,  start- 
ing, lighting,  and  ignition. 

It  is  not  the  purpose  of  this  article  to  dis- 
cuss cither  lighting  or  ignition  systems,  but  to 
give  a  brief  outline  of  the  various  ways  in 
which  electric  motors  and  generators  are 
employed  in  modern  automobile  design  and 
construction. 

Electric  starting  and  generating  sets  may  be 
divided  into  three  general  classes,  as  follows: 

First :  The  single  unit  system  in  which  the 
same  electrical  machine  acts  as  both  motor 
for  starting  and  generator  for  charging  the 
batter>'. 

Second :  The  two  unit  system  in  which  the 
motor  is  employed  for  starting  only,  and  is  not 
in  use  for  any  jjurpose  except  during  the  start- 
ing period.  The  generator  is  used  only  for 
charging  the  battery,  and  is  an  entirely 
separate  unit  driven  independently  by  some 
means  from  the  engine  during  normal  opera- 
tion. 

Third:  A  combination  of  the  two  systems 
already  mentioned.  This  system  usually 
includes  a  single  field  structure  and  an  arma- 
ture having  two  windings  and  two  commuta- 
tors, one  being  employed  when  the  machine 
is  operating  as  a  motor,  and  the  other  when 
operating  as  a  generator. 

The  single  unit  system  requires  an  electri- 
cal and  mechanical  compromise.  The  me- 
chanical reduction  ratio  between  the  anna- 
ture  of  the  machine  and  the  engine  crank 
shaft  must  be  such  that  the  speed  of  the 


ELECTRIC  STARTING  SYSTEMS  FOR  AUTOMOBILES 


187 


armature  will  not  be  dangerous  when  the 
engine  is  driven  at  speeds  equalling  maximum 
car  speeds.  These  engine  speeds  may  be  in 
the  neighborhood  of  3000  r.p.m.  or  above. 
It  is  therefore  advantageous,  from  the  gen- 
erator standpoint,  that  the  driving  ratio  be 
as  low  as  possible  but,  from  the  motor  stand- 
point, where  a  high  torque  is  required  at  the 
crank  shaft,  it  is  desirable  to  keep  this  ratio 
as  high  as  possible,  as  the  lower  the  ratio  the 
larger  must  be  the  electrical  machine  to  accom- 
plish a  given  result.  The  electrical  compromise 
lies  between  the  speed  at  which  the  machine 
will  crank  as  a  motor  and  that  at  which  it 
will  charge  the  battery  as  a  generator. 

The  combination-unit  system  employs  a 
single  field  structure  and  a  double  wound 
armature.  In  this  system  the  armature  shaft 
is  usually  extended  through  both  ends  of 
the  machine,  the  rear  end  being  connected 
through  suitable  gearing  to  the  engine  fly- 
wheel (upon  the  periphery  of  which  gear 
teeth  are  cut)  during  starting  operations. 
After  starting,  the  mechanical  connection  to 
the  engine  flywheel  is  disconnected,  and  the 
armature  of  the  machine  is  then  driven  by 
means  of  the  forward  shaft  extension  from  a 
suitable  power  take-off  on  the  engine  arranged 
to  drive  the  armature  as  a  generator  at  a 
suitable  speed. 

To  accomplish  the  change-over  from  motor 
action  to  generator  action,  various  automatic 
or  semi-automatic  mechanical  devices  are 
necessary.  These  usually  consist  of  a  manually 
operated  gear  shifting  device  and  switch,  for 
engaging  the  motor  reducing  gears  with  the 
flywheel  gear  and  completing  the  electric 
circuit  to  the  motor  winding,  and  an  over 
running  clutch  on  the  generator  drive  which 
permits  the  armature  to  rotate  free  from  the 
generator  drive  while  it  is  running  as  a  motor 
cranking  the  engine,  but  which  will  cause  the 
armature  to  be  driven  by  the  engine  when  the 
starting  gears  are  disengaged  and  the  motor 
circuit  broken.  This  arrangement  permits 
the  motor  ratio  to  be  selected  independent!}' 
of  the  generator  ratio. 

The  two-unit  system  employs  a  motor 
and  a  generator,  the  generator  being  driven 
through  an  ordinary  coupling,  or  by  chain 
or  gear  by  the  engine,  and  the  motor  being 
connected  automatically,  or  by  a  manual 
shift,  to  the  flywheel  gear  ring  during  start- 
ing operation. 

The  means  employed  for  making  the  me- 
chanical connection  between  the  motor  shaft 
and  the  engine  flywheel  has  been  the  subject 
of  a  great  deal  of  engineering  development. 


At  this  date,  by  far  the  greatest  number  of 
devices  make  this  connection  and  discon- 
nection automatically.  These  automatic 
"shifts"  consist,  in  almost  all  cases,  pri- 
marily of  a  pinion  connected  by  some  means 
to,  or  made  part  of,  a  nut  which  runs  on  a 
screw  thread  mounted  on,  or  cut  in,  an  exten- 
sion of  the  motor  armature  shaft.  When  the 
motor  circuit  is  closed,  the  armature  starts 
to  rotate,  but  the  pinion  and  nut,  because 
of  their  inertia,  remain  almost  stationary. 
This  causes  the  lead  screw  on  the  motor 
shaft  to  propel  the  pinion  forward  toward  the 
flywheel  in  a  direction  parallel  to  the  axis  of 
the  shaft  until  it  encounters  and  engages 
with  the  flywheel  teeth.  Contact  between 
the  edges  of  the  flywheel  and  pinion  teeth 
checks  any  tendency  the  pinion  may  have  had 
to  acquire  the  rotative  action  of  the  armature, 
thereby  causing  the  lead  screw  to  propel  the 
pinion  positively  to  the  Hmit  of  its  travel. 
It  then  can  travel  no  farther  axially  and 
must,  therefore,  either  stop  the  armature  or 
rotate  with  it,  and,  being  in  mesh,  if  it  rotates, 
it  must  also  rotate  the  flywheel  and  thereb)' 
crank  the  engine.  As  soon  as  the  engine  com- 
mences to  run  by  its  own  power,  its  speed  is 
sufficiently  great,  with  relation  to  that  of  the 
motor,  that  the  jjinion  is  driven  by  the  engine 
faster  than  the  screw  shaft  is  driven  by  the 
motor.  This  causes  the  action  of  the  lead 
screw  to  be  reversed,  and  the  pinion  is  there- 
fore propelled  by  the  engine  back  along  the 
motor  shaft  to  the  out-of-mesh  position.  At 
this  point  the  motor  circuit  should  be  broken. 
If  it  is  not,  it  merely  continues  to  accelerate 
until  free  running  speed  is  reached,  but  as  the 
pinion  is  then  running  at  approximately  the 
same  speed  as  the  armature,  there  should  be 
little  tendency  on  its  part  to  re-enter  the  fly- 
wheel gear. 

The  foregoing  merely  outlines  the  funda- 
mental actions  of  engaging  and  disengaging. 
A  description  of  details,  such  as  the  method 
of  absorbing  shock,  and  the  prevention  of 
re-entry,  and  the  obtaining  a  correct  angle  of 
entrance  follow. 

Shifts 

Generally  speaking,  there  are  two  types 
of  automatic  screw  shifts  in  extensive  use. 
One  transmits  the  torque  developed  by  the 
motor  to  the  pinion  through  the  medium  of 
a  coil  spring  wound  around  the  shaft.  The 
other  delivers  the  motor  torque  to  the  pinion 
through  a  self-tightening  friction  clutch. 

The  object  of  either  the  spring  or  the  clutch 
is  to  minimize  the  shock  that  would  take  place 


ISS     :\Iai-ch,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  3 


when  the  pinion  reached  the  end  of  its  travel 
on  the  lead  screw  on  the  motor  shaft,  or  the 
point  at  which  its  axial  motion  is  translated 
into  rotative  motion.  It  must  be  remembered 
that  the  rate  of  acceleration  of  the  motor 
armature  is  very  high,  and  by  the  time  it  has 


Motor  shaft  /tet/cti 

tos/?/ftatt/i/s 

point. 


Engine 
'f/i/iv/iee/ 


loose  S/ccve 


Fig.  1.     Spring  Drive  Automatic  Shift  (Inboard  Shift) 

rotated  the  necessar\-  one  or  two  revolutions, 
which  carries  the  pinion  into  mesh,  its  angular 
velocity  is  great  enough  to  damage  the  gear 
teeth  or  armature  shaft  if  the  shock  at  the 
instant  of  starting  to  crank  is  not  cushioned 
in  some  way. 

These  devices  are  also  designed  to  minimize 
the  liabilit}'  of  encountering  what  is  known 
as  a  "butt."  This  means  a  condition  where 
the  fl\'wheel  teeth  and  the  pinion  teeth  are 
not  so  lined  up  that  they  can  slide  directly  into 
mesh.  In  other  words,  a  pinion  tooth  may 
strike  end  on  against  a  flywheel  tooth,  and, 
without  some  flexibility  in  the  drive,  will  not 
be  able  to  enter,  and  the  two  will  then  lock 
tight  in  what  is  commonly  known  as  a  "jam." 

To  reduce  further  the  possibility  of  a  "jam," 
the  front  end  of  the  pinion  teeth  are  cham- 
fered to  produce  the  smallest    frontal  area, 
and  still   maintain  a  liberal 
mechanical  margin  of  safety 
against      breakage.        This 
chamfering    is   very  similar 
to  that  used  on  transmission 
gear  teeth,  where  it  is  done 
for  the  same  jmrpose. 

The  flexibility  of  drive  also 
provides  against  another  con- 
dition known  as  "hunting." 
This  condition  is  particu- 
larly in  evidence  \\'ith  four 
cylinder  engines,  and  is  a 
result  of  the  reaction  of 
gases  compressed  in  the  com- 
bustion chambers  of  the  cylinders  by  the 
pistons  on  their  compression  strokes.  The 
expansion  of  each  compressed  charge,  on 
what  would  be  the  working  stroke  of  the 
cycle  if  the  charge  were  fired,  causes  the 
engine  to  tend  to  over-run  the  starting  motor, 


which  in  turn  tends  to  run  the  motor  pinion 
out  of  mesh.  The  two  factors  which  prevent 
this  from  actually  taking  place  are  the 
flexibiUty  of  the  drive  and  the  high  rate  of 
acceleration  of  the  motor,  which  enables  it 
to  keep  up  with  quite  violent  changes  in 
angular  velocity.  The  tendency  to  "hunt" 
decreases  as  the  number  of  cylinders  is  in- 
creased, until,  with  a  twelve-cylinder  engine, 
the  torque  required  h\  the  engine  for  start- 
ing is,  due  to  overlapping  of  power  impulses, 
almost  uniform  throughout  a  revolution. 

When  the  engine  fires,  causing  its  sudden 
acceleration  from  cranking  speed  to  running, 
the  motor  pinion,  as  previously  explained,  is  run 
back  along  the  lead  screw  to  the  out-of-mesh 
position.  This  throw-out  is  frequently  quite 
violent;  therefore,  some  form  of  cushion  stop 
or  detent  is  provided  at  the  out  end  of  the 
screw  to  prevent  the  possibility  of  a  rebound 
of  the  pinion,  which  might  bring  it  into  con- 
tact with  the  flywheel  again,  and,  due  to  the 
relatively  high  speed  of  the  latter,  might  cause 
serious  damage  to  the  gear  teeth. 

Another  point,  which  is  given  consideration 
in  "shift"  design,  is  "angle  of  entrance." 
Normally,  the  pinion  is  approximately  Y% 
of  an  inch  away  from  the  flywheel  when  out 
of  mesh.  While  travelling  this  '^%  of  an  inch 
along  the  lead  screw,  and  being  restrained 
from  turning  only  by  inertia,  a  certain 
amount  of  rotative  movement  is  acquired. 
Experiment  has  demonstrated  that  a  definite 
amount  of  rotati\-e  movement  is  desirable, 
and  reduces  the  liability  of  "butt,"  and  that 
this  amount  is  usually  in  excess  of  that  which 
would  be  normally  acquired;  therefore,  some 


leoc/  Screnn 


Dri'v/ng  C/utch 

Thronout  Stop 


Clutch  Drive  Automatic  Shift  pinboard  Mrsh 


form  of  friction  clutch,  or  loading  device,  is 
provided  to  give  "initial"  friction  between 
pinion  and  lead  screw  to  give  the  desired 
number  of  degrees  of  rotation. 

Two   forms    of    each    type    of    automatic 
shift  are  used;  that  in  which  the  pinion  is 


ELECTRIC  STARTING  SYSTEMS  FOR  AUTOMOBILES 


189 


propelled  rearward  away  from  the  starting 
motor  when  going  to  mesh,  this  being  known 
as  "outboard"  mesh,  and  that  in  which  the 
pinion  in  normal  position  is  to  the  rear  of  the 
flywheel  gear,  and  is  therefore  propelled  for- 
ward toward  the  starting  motor  into  mesh. 
This  latter  is  known  as  "inboard"  mesh. 


demand  is  high.  Under  these  conditions  the 
current  necessary  to  turn  over  a  stiff  engine 
mav  be  three  or  four  hundred  amperes,  which 
means  only  3.5  to  4  volts  at  the  motor  ter- 
minals. This  voltage  is  used  up  in  two  ways : 
first,  in  overcoming  brush  and  brush  contact 
drops  and  winding  resistance,  and,  second,  in 


o 


o 


I  IIP 

i  r 

I  i!f,l 


Fig.  3.     Starting  Motor  for  Outboard  Shift 


Car  builders  who  manufacture  their  own 
engines  and  clutch  housings  usually  ]:)ro^•ide 
for  inboard  shift,  as  such  changes  as  are 
necessar}-  are  purely  internal  matters  with 
them,  and  can  be  easily  provided  for.  But 
manufacturers  of  assembled  cars  purchasing 
engines  and  gear  sets,  which  usually  include 
clutch  housings,  almost  invariably  use  the 
outboard  form  of  shift. 

The  shift  description  has  been  carried  out 
to  some_length,  as  it  is  a  very  vital  part  of  the 
whole  system,  and,  while  fundamentally 
simple,  has  undergone  much  re-design  and 
development  to  bring  it  to  the  present  posi- 
tion of  reliabilitv  and  sturdiness. 


Fig.  4.      Starting  Motor  Flange  Mount  (Inboard  Shift) 

Motors 

Starting  motors  are  always  straight  series 
wound  and  of  very  low  internal  resistance, 
both  as  to  windings  and  brushes.  This  is  nec- 
essary to  meet  cold  weather  conditions  when 
the   batter V  voltage  is  low  and  the  current 


the  production  of  useful  work.  So  whatever 
fraction  is  saved  from  the  former  is  available 
for  the  latter,  thereby  improving  the  per- 
formance of  the  motor. 

The  conditions  outlined  in  the  preceding 
paragraph  will  be  found  only  in  extremely 
cold  weather,  but  they  must  be  met  if  the 
starting  is  to  be  successful  at  all  times. 

Fig.  5  gives  characteristic  horse  power, 
speed,  and  torque  curves  of  a  4i^-inch 
diameter  Bijur  motor.  With  this  curve  as  a 
base,  the  most  desirable  ratio  of  pinion  to  fly- 
wheel to  give  the  most  satisfactory  cranking 
can  be  determined.  It  is  of  course  to  be 
desired  that  when  conditions  are  adverse, 
viz.,  when  the  engine  is  cold,  the  motor  speed 
shall  be'  such  that  it  will  operate  as  nearly  as 
possible  at  the  peak  of  its  horse  power  curve, 
that  being  the  point  at  which  it  will  do  the 
most  useful  work. 

Take,  for  example,  a  six  cylinder  engine  of 
a  size  suitable  for  the  moderate  sized  car. 
This  engine  will  have  a  displacement  of  303 
cubic  inches  or  cylinders  3}/2  ^y  5M  inches, 
and  a  flywheel  having  126  teeth.  We  know 
that  this  engine  will  require  about  30  lb. -ft. 
torque  at  the  crank  shafc  to  crank  when  hot, 
and  that  it  will  need  three  to  four  times  that 
torque  to  crank  at  zero  or  below,  and  that 
under  this  severe  condition  the  cranking  speed 
must  not  fall  below  50  r.p.m. 

By  a  cut-and-try  method  it  will  be  found 
that    a   nine-tooth    pinion    will    be   suitable. 


190     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No. 


The  ratio  will  be  120 :9  or  14: 1,  or  at  50  r.p^m. 
crank  shaft  will  give  a  motor  speed  of  700 
r.p.m.  700  r. p.m.  =  8.0  Ib-ft.  torque  or  120 
lb. -ft.  at  engine  crank  shaft  will  take  400  amp. 
and  deliver  1.2  h. p.. which  is  near  the  peak  of 
the  horse-power  cur\'e,  and,  therefore,  at  the 

2e        13       too 

i4  /-2  SJO 


22 

20 


\i  It 

I. 

10 


I.I  500 

1.0  4S0 

09  400 

OS  •p  350 


0.i 
OS 
04 
0.3 
02 
0.1 


■  250 
200 
ISO 
100 
50 
O 


_J ^2 


10        12        M 

Torque  (Lb.  Ft.) 
Fig-  5.      Starting  Motor  Characteristic  Curves 

most  desirable  point.     This  is  satisfactory  for 
cold  performance. 

To  find  what  will  happen  with  a  warm 
engine  requiring  only  30  Ib-ft.  at  the  crank 
shaft  or  2.12  Ib-ft.  at  the  motor  shaft,  read 
straight  up  from  the  2.1  torque  point.  It 
equals  13.3  amp.,  20S0  r.p.m.  or  147  r.p.m. 
crank  shaft  and  0.S2  h.p.  which  is  satisfactory. 

Generators 

The  principal  factor  in  determining  the 
size  of  generator  suitable  for  a  given  car  is  the 
ratio  between  the  driven  sjjeed  of  the  gen- 
erator and  the  miles  per  hour  of  the  car. 
This  factor  is  usually  given  in  terms  of  revolu- 
tions per  minute  of  the  generator  per  mile  per 
hour  of  the  car.     This  is  affected  by; 

First ;  the  road  wheel  diameter. 
Second:  the  rear  axle  ratio. 
Third:  the  ratio  of  the  generator  drive  to 
the  crank  shaft. 

This  last  ratio  is  usually  determined  by  the 
number  of  engine  cylinders,  as  the  generator 
drive  is  in  almost  every  instance  made  to  run 
at  a  speed  suitable  for  magneto  drive.  This 
would  be  1 :1  for  four  cylinders  and  1.5:1  for 
six  cvlinders. 


For  example:  A  four  cylinder  car  having 
33-inch  wheels  and  a  4:1  rear  axle  ratio  and 
a  1:1  generator  to  crank  shaft  ratio  would 
have  a  generator  speed  of  41  r.p.m.  at  1 
m.p.hr.  If  this  happened  to  be  a  six-cylinder 
car  and  the  generator  to  crank  shaft  ratio  was 
1.5:1,  the  generator  speed  woxild  be  61.5  r.p.m. 
at  1  m.p.hr. 

Experience  has  shown  that  a  generator  to 
meet  average  conditions  should  deliver  10 
amp.  at  a  car  speed  not  much  in  excess  of 
14  m.p.hr.  and  should  give  maximiun  output 
at  some  speed  between  20  and  25  m.p.hr. 

The  choice  of  a  generator,  therefore,  is 
merely  a  matter  of  selecting  a  standard  ma- 
chine which  will  fulfill  the  current  output  con- 
ditions outlined  above  at  the  speed  available 
at  14  m.p.hr. 

Take  the  six-cylinder  example  for  illustra- 
tion. A  generator  having  an  output  like  the 
cur\-e  Fig.  6  would  be  satisfactory'.  This 
machine  delivers  10  amp.  at  almost  exactly 
S60  r.p.m.,  which  equals  61.5X14,  or  14 
m.p.hr.  car  speed.  It  reaches  a  maximum  of 
between  16  and  17  amp.,  at  1400  r.p.m., 
equaling  23  m.p.hr. 

After  the  maximum  output  has  been 
reached  a  further  increase  in  speed  causes 
the  current  rate  to  fall  off.  This  falling  off 
of  the  charging  rate  at  high  speeds  is  a  most 
desirable  feature  of  a  generator  employing 
the  third  brush  type  of  regulation,  as  it  means 
that  the  a\-erage  city  dri\-er,  who  operates  at 


^T 

^"^          ""=s^ 

n                          /                                     = «. 

i                                                        "^  -H^ 

s"            ^                              It  ^ 

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t                                                X 

n -J 1 

*x>    40C   /aoe  hoc  ttco  ttoe  moc  tooe  ztoo  t40O  itcc  ztmf 
Generator  /f.fM. 

Fig.  6.     Battery  Charging  Curve,  Third  Bruth  Generator 


low  speeds  but  who  uses  the  greatest  amount 
of  current  for  lighting  and  starting,  gets  the 
highest  charging  rate,  whereas  the  tourist  or 
country  driver,  operating  over  longer  periods 
of  time  and  at  higher  average  speeds  than  the 
city  man,  gets  a  lower  rate  of  charge  which 


ELECTRIC  STARTING  SYSTEMS  FOR  AUTOMOBILES 


191 


saves  his  battery  from  heating  and  loss  of 
electrolyte  due  to  the  decomposition  of  the 
water  when  gasing. 

The  foregoing  remarks  on  charging  rates 
relate  to  the  current  regulated  or  third  brush 
type  of  machine.  This  is  the  type 
most  extensively  used  on  moderate 
and  low-priced  cars.  One  other 
system  of  regulation  is  in  fairly  ex- 
tensive use,  especially  among  the 
higher-priced  cars.  It  is  the  system 
employing  voltage  control.  The 
feature  of  this  method  of  control  is 
that  it  supplies  a  high  current  when 
the  battery  is  low,  and  a  low  current 
when  it  is  high.  It  approximates 
what  is  known  as  a  "taper"  charge 
or  one  in  which  the  generator  if  con- 
nected to  a  discharged  battery  will 
deliver  a  high  rate  at  the  start  of  the 
charge,  but  as  time  progresses  the 
rate  will  gradually  fall  until,  at  the 
end  of  the  charge,  it  is  down  almost 
to  zero. 

This  system  usually  includes  a 
straight  shunt-wound  generator  which 
builds  up  to  a  voltage  equal  to  that 
necessary  for  the  maximum  charging 
rate  at  comparatively  low  speed  and 
some  form  of  vibrating  voltage  regulator 
whose  function  is  to  hold  constant  generator 
voltage.     This  is  done  by  alternately  cutting 


an  external  resistance  in  and  out  of  the  shunt 
field  circuit.  Its  rate  and  period  of  vibration 
depend  upon  the  speed  at  which  generator 
is  being  driven  and  the  battery  current 
requirements. 


240 


220 


200 


V 
o 


-u    120 


160 


140 


too 


I 


80 


60 


40 


20 


\ 

- 

Characteristic  Batterq  Charqinq  Curve 
Voitaqe  Requ  fated  Si/stcm 

- 

V 

\ 

\ 

\ 

\ 

s. 

V 

s. 

s 

s 

S 

■ 

s 

*» 

^ 

'^ 

___ 

0123456789/, 

Time  Hours 

Fi^.  7.      Characteristic  Battery  Charging  Curve,  Voltage 
Regulated  System 


Fig.  8.      Starting  Motor  and  Voltage  Regulated  Generator 
Taper  Charging 

The  voltage  regulated  or  constant  poten- 
tial systera  of  battery  charging,  which  gives  a 
ta]jering  charge.  Fig.  7,  is  based  on  the  fact 
that  the  counter  electromotive  force  or  oppos- 
ing voltage  of  a  battery  is  lower  when  the 
battery  is  discharged  than  when  it  is  charged. 
The  difference  will  be  in  the  order  of  0.6  volts 
per  cell,  or  for  a  3-cell  6-volt  battery  will  be 
1.8  volts.  Therefore,  if  the  generator  is 
set  to  hold  7.S  volts,  equalling  a  fully  charged 
battery,  it  will  have,  with  a  discharged  battery 
having  a  counter  electromotive  force  of 
only  6  volts,  l.S  volts  available  for 
forcing  the  charging  current  through  the 
battery;  consequently,  the  charging  rate 
will  be  high.  Leaving  the  regulator  and 
generator  characteristics  out  of  considera- 
tion, the  high  current  rate  will  be  determined 
by  Ohm's  law,  where  E  or  voltage  is  the  dif- 
ference between  generator  voltage  and  battery 
counter  electromotive  force  and  R  or  resist- 
ance equals  the  sum  of  the  battery  and 
external  circuit  resistances.  If  £=1.8  and 
R  =  0.06,  then  the  charging  rate  to  the  batterv 
will  be  1 .8 -H 0.06  =  30  amp.  at  the  start.  The 
rate  will  taper  to  zero  when  the  charge  is  com- 
plete, at  which  point  the  battery  counter  elec- 
tromotive force  equals  the  generator  voltage. 


192     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  3 


In  actual  practice  this  condition  is  only 
approximated,  that  is,  the  regulator  or  gen- 
erator, or  both,  may  be  so  designed  that 
the  initial  rate  will  be  lower  than  the  rate 
indicated  by  the  foregoing  formulas,  and  the 
final  rate  will  not  be  zero,  but  rather  some- 


Fig.  9.     Starting  Motor  for  Sleeve  Mount  (Outboard  Shift) 

thing  of  the  order  of  5  or  C  amp.  This  is 
done  to  prevent  the  generator  from  being 
excessively  overloaded  during  the  first  part  of 
the  charge,  and  to  insure  the  battery  receiving 
a  low  rate  overcharge  after  completion  of  the 
regular  charge. 


Reverse  Current 
Cut   Out 


the  cable  by  means  of  a  clamping  band 
v.'hich  encircles  the  insulation  at  a  point 
beyond  the  bared  portion  to  which  the  solder 
is  applied.  Above  all,  terminals  should  be 
tight  on  connection  boards,  as  loose  ter- 
minals mean  extra  resistance,  and  extra  resis- 
tance in  the  lamp  or  ignition  circuits  means 
decreased  brilliancy  of  lights  or  unreliable 
ignition.  In  the  generator  circuit  of  a  third 
brush  machine,  extra  resistance  means  in- 
creased generator  voltage  with  attendant 
heating  of  the  generator;  and  in  the  generator 
circuit  of  a  voltage  regulated  machine  means 
decreased  current  output  to  the  battery. 

Society  of  Automotive  Engineers 

The  work  of  the  Societ\-  of  Automotive 
Engineers  toward  the  standardization  of  all 
parts  of  the  automobile  has  been  of  great 
value  in  simplifying  and  standardizing  the 
mounting  of  electrical  apparatus.  The 
Society  through  the  medium  of  its  standards 
committees  has  recommended  for  adoption 
by  manufacturers:  three  methods  of  mount- 


Shaft  Extention 
f"or  Ignition  Driver 


JIL 


^. 


Q 


Flange 


OriveEnd 


Fig.  10.     Generator  for  Flange  Mount 


Terminals 

Car  builders  in  many  instances  do  not  give 
the  subject  of  connections  and  terminals  the 
consideration  thac  it  should  have.  Terminals 
should  be  rugged  to  withstand  vibration,  and 
should  so  hold  the  cable  that  the  effects  of 
vibration  at  the  point  they  are  attached  will 
also  be  minimized.  Terminals  should  always 
be  soldered  to  cables,  but  the  solder  should 
never  extend  beyond  the  last  point  of  sup- 
port of  the  cable;  in  fact,  it  is  preferable  that 
the  terminal  be  so  designed  as   to  support 


ing  starting  motors ;  two  methods  of  mounting 
generators;  one  form  of  pinion  and  gear  tooth. 
The  three  mounts  are : 

First:  for  inboard  flange  mount  with  three 
sizes  of  flange. 

Second:  for  outboard  flange  mount,  with 
three  flange  sizes. 

Third :  for  outboard  sleeve  mount.  This 
in  only  one  size. 

In  each  of  these,  all  dimensions  wliich 
affect  both  motor  and  engine  manufacturers 


ELECTRIC  STARTING  SYSTEMS  FOR  AUTOMOBILES 


193 


are  given.  Roughly,  these  are:  flange  bolt 
drilling  and  location  of  holes;  diameter  of 
pilot;  distance  from  flange  face  or  dowel 
screw  to  flywheel  teeth;  and  height  of  fly- 
wheel teeth  above  flywheel  proper. 

The  gear  and  pinion  tooth  selected  is  of 
standard  S-10  pitch  20  deg.  pressure  angle. 

'  The  generator  mounts  are : 

First :  flange  with  two  sizes  to  accommodate 
large  or  small  machines. 

Second:  bracket  with  but  one  size  laid  out 
to  accommodate  the  largest  generator  that 
may  reasonably  be  encountered. 

The  flange  method  of  mounting  is  employed 
when  the  generator  is  driven  direct  by  a  gear 
or  sprocket  running  in  the  engine  timing  gear 
case.  The  engine  half  of  the  flange  mount  is 
then  machined  on  the  rear  face  of  the  gear 
case.  The  bracket  mount  is  used  where  a 
separate  shaft  is  brought  out  of  the  timing 
gear  case  for  driving  the  water  pump,  igni- 


tion apparatus,  or  generator,  or  sometimes 
two  or  all  three  of  them.  In  this  case,  the 
generator  is  mounted  on  the  engine  bracket 
and  driven  by  means  of  a  flexible  coupling. 
In  these  layouts,  as  in  the  motor  layouts, 
all  common  dimensions  are  given,  including 
shaft  and  sizes,  coupling  fits,  and  height  of 
shaft  above  bracket,  and  in  the  case  of  the 
flange  mount,  shaft  end  sizes  for  gears  or 
sprockets  and  drilling  and  shape  of  flange. 


Fig.  11.      Generator  for  Bracket  Mount 


Fig.  12.      Inboard  Mesh  Starting  Motor 


194     Marcli,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  3 


The  Outdoor  Generating  Station 

By  H.  W.  Buck 
Vice-President,  Viele,  Blackwell  and  Bvck,  Engineers 

That  a  power  plant  must  be  sheltered  by  a  "house"  has  become  a  habit  of  mind  in  engineering  design. 
In  the  opinion  of  the  author  it  is  now  time  to  analyze  the  situation  and  to  determine  whether  there  is  really 
any  need  for  the  expensive  buildings  that  have  always  been  erected  for  housing  hydro-electric  generating 
equipment.  In  the  final  analysis  it  would  seem  that  the  function  of  such  a  structure  is  to  house  the  station 
operators  and  switchboard  panels  and  to  provide  favorable  conditions  for  initial  installation  work  and  subse- 
quent repairs.  Drawings  are  shown  of  an  outdoor  generating  station  which  was  designed  and  submitted  to 
the  War  Department  for  a  development  at  Muscle  Shoals,  Alabama.  It  is  shown  that  a  plant  of  this  kind  is 
entirely  feasible  and  offers  decided  advantages  from  the  standpoint  of  economy  in  construction. — Editor. 

operating  expense  and  thermodynamic  effi- 
ciency. In  this  respect  there  is  still  hope  for 
improved  economy  and  lower  generating 
cost.  In  the  hydro-electric  plant,  however. 
there  is  little  to  be  expected  in  the  way  of 
lower  operating  expense,  which  is  already 
very  low.  Water  turbines  have  now  reached 
an  efficiency  of  about  94  per  cent,  so  that  there 
is  small  hope  for  improvement  in  this  respect. 
The  large  item  of  annual  cost  of  power  from 
the  water  power  plant  is  the  interest  charge, 
and  this  can  only  be  reduced  by  reducing  the 
ca])ital  cost  of  construction.  The  most  hope- 
ful field  for  saving  in  this  part  of  the  account 
lies  in  simplifying  the  power  house  con- 
struction, particularly  by  eliminating  the 
costly  super-structure  now  universally  built 
to  house  the  hydro-electric  generators. 

The  modem  vertical  shaft  internal  revolv- 
ing field  generator  is  essentially  a  waterproof 
stnicture.  The  vital  parts  of  the  machine  are 
all  on  the  inside  protected  by  a  massive  casing 
of  cast-iron,  and  the  openings  in  the  upper 
spider  are  usually  jjlated  with  steel  for  pur- 
poses of  ventilation  so  that  the  top  is  naturally 
])rotccted.  With  slight  modifications  in  its 
design,  the  standard  vertical  shaft  alternator 
can  be  made  absolutely  proof  against  all 
stresses  of  weather.  The  waterwhecls  them- 
selves naturally  need  no  housing,  since  they  arc 
imbedded  in  the  concrete  substructure  of  the 
power  house  and  are  designed  to  run  in  water. 

Thrust  bearings  are  housed  in  heavy  steel 
or  iron  casing  and  need  little  protection  from 
weather.  The  various  auxiliaries,  including 
governors,  connccteil  with  an  hydro-electric 
I)lant  can  easily  and  adxantageously  bo 
installed  under  the  main  generator  floor,  in 
the  various  compartments  naturally  existing 
in  the  substructure  of  such  a  plant  and  there 
protected  from  the  weather.  It  is  therefore 
interesting  to  inquire  why  millions  of  dollars 
are  expended  to  house  machinery  which 
really  does  not  need  housing  at  all. 

In  the  last  analysis  it  ajipears  that  the 
function  of  the  hydro-electric  superstructure 


The  installation  of  electrical  apparatus  in 
the  open  air  without  the  protection  of  a  hous- 
ing structure  is  of  increasing  importance,  due 
to  the  constantly  increasing  cost  of  building, 
and  also  to  the  increasing  cost  of  construction 
funds. 

The  installation  of  small  transformers  out 
of  doors  is  as  old  as  the  electric  lighting  busi- 
ness, since  such  apparatus  has  always  been 
considered  intrinsically  weather-proof.  In 
recent  years  other  types  of  apparatus,  such  as 
oil  switches,  disconnecting  switches,  light- 
ning arresters,  busbars  and  other  substation 
ajjparatus  have  been  forced  out  of  doors  for 
economic  reasons  on  account  of  their  increas- 
ing size  with  higher  voltages,  and  the  high  cost 
of  housing. 

Thus  far,  however,  little  progress  has  been 
made  on  the  out-door  installation  of  generat- 
ing and  other  rotating  electrical  machinery, 
for  such  apparatus  has  been  regarded  as  more 
or  less  perishable.  There  have  been  some 
isolated  cases  of  outdoor  installation  of 
generators,  such  as  some  mining  power  plants 
in  the  arid  regions  of  Arizona  and  Mexico. 
where  boilers,  engines  and  generators  have 
been  installed  in  the  open.  There  is  also  a 
modern  installation  of  a  waterwheel-driven 
generator  on  one  of  the  power  systems  in 
Utah.  The  question,  however,  has  been 
under  discussion  by  engineers  for  a  number  of 
years,  but  prejudice  has  worked  against  it. 
That  a  jiower  house  must  have  a  "house" 
in  order  to  be  a  workable  combination  has 
become  a  habit  of  mind  in  engineering  design. 

The  time  has  now  come,  in  the  opinion  of 
the  writer,  to  analyze  the  situation  and  to 
determine  whether  there  is  a  basis  of  justifi- 
cation for  the  large  investment  required  in  the 
construction  of  the  modern  and  expensive 
power  house  superstructure  in  connection 
with  hydro-electric  plants.  The  economic 
situation  at  the  present  time  forces  this 
question  i)romincntly  to  the  front. 

In  the  steam  dri\-en  generating  ])lani  the 
annual  cost  of  power  is  largely  a  matter  of 


THE  OUTDOOR  GENERATING  STATION 


195 


lv;-.-;;'j.,:vt,:.-^ 


%;yigg'i^.iy^A:^?S'";"g::'^''^^>!g^«''yii^jjN'^?^ 


^^-X^ 


Fig    I.      Cross  Section  of  a  Generating  Unit  in  the  Outdoor  Station  Proposed  for  the  Muscle  Shoals  Development  in  Alabama 


196     .March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


is  to  house  two  or  three  station  operators,  to 
house  the  switchboard  panels,  and  to  produce 
conditions  favorable  to  original  installation 
work,  and  for  repair  work  required  from  time 
to  time  thereafter. 

In  regard  to  the  switchboard  panels,  there 
is  apparently  no  reason  why  they  should  not 
be  housed  in  a  small  pilot  house  of  a  size  not 
over  five  per  cent  of  the  size  of  the  total  power 
house  superstructure  required. 

The  drawings.  Figs.  1  and  2,  show  a  general 
design  of  the  Muscle  Shoals  Development 
prepared  for  the  War  Department  by  Viele, 
Blackwell  &  Buck  in  August  1918.  The 
design,  as  shown,  comprises  the  outdoor 
installation  of  fifteen  20,000-kw.  generating 
units.    The  situation  at  Muscle  Shoals  is  ver\- 


plant  auxiliaries  would  also  be  housed.  All  of 
the  vital  parts  of  the  alternators  could  be 
inspected  from  below  the  machines.  Only  the 
occasional  inspection  of  thrust  bearings  would 
have  to  be  made  in  the  open.  In  this 
connection  it  should  be  remembered  that 
sailors  are  not  housed  in  the  work  which  they 
are  obliged  to  do,  and  there  is  no  reason  why 
some  of  the  operators  of  a  power  plant  should 
not  perform  some  of  their  duties  in  the  open  air. 
In  order  to  perform,  under  protection  from 
the  weather,  the  work  of  installation  and 
repair  on  the  generating  units  of  this  outdoor 
^luscle  Shoals  plant,  it  was  planned  to  install 
a  housed-in  traveling  gantry  crane  of  suffi- 
cient length  to  cover  a  single  unit,  which 
would  tra^-cl  on  rails  the  total  length  of  the 


Fig.  2.     General  Design  of  the  Outdoor  Generati 


favorable  for  such  an  outdoor  generating 
station.  The  climate  in  Alabama  is  mild, 
and  the  number  of  generating  units  in  the 
plant  is  large,  which  gives  a  maximum  of 
saving  from  eliminating  the  superstructure. 
It  was  proposed  to  install  within  the  generat- 
ing structure  itself  only  the  water  turbines, 
generators,  exciters,  governors  and  the  various 
pumps.  The  switchboard  panels  were  to  be 
located  in  a  relatively  small  "pilot  house"  on 
the  bluff  overlooking  the  generating  structure, 
which  would  also  contain  the  low  voltage  oil 
switches  and  busbars.  All  of  the  transformers 
and  high  tension  equipment  would  be  installed 
in  the  open,  adjacent  to  the  pilot  house.  In 
this  arrangement,  the  switchboard  operators 
would  be  housed  and  the  generator  attend- 
ants also  protected  in  the  substructure.     The 


generator  structure.  In  this  way  it  would  be 
available  for  any  one  of  the  units.  The  crane 
could  be  placed  over  any  desired  unit.  and. 
with  the  various  openings  in  the  ends  and 
sides  of  the  gan  t  ry  closed  wi  t  h  ad  justable  panels, 
the  unit  could  be  completely  protected  from 
the  weather  for  handling  and  repair  work. 

In  the  case  of  this  Muscle  Shoals  plan  tthe 
saving  in  construction  cost  by  omitting  the 
superstructure  was  very  large.  Approxi- 
mately 3000  tons  of  steel  for  superstructure 
columns  and  roof  trusses  would  be  saved,  and 
after  paying  for  the  "pilot  house"  and  gantr>- 
crane,  the  net  saving  would  amount  to  over 

STOo.oon. 

It  will  be  noted  from  the  cross  section  of  the 
plant.  Fig.  1,  that  the  generator  assembly 
is  of  a  somewhat  novel  type.    The  usual  iron 


I 


THE  OUTDOOR  GENERATING  STATION 


197 


frame  of  the  stationary  armature  is  omitted, 
and  the  armature  laminations  and  coils  are 
attached  to  the  surrounding  concrete.  The 
only  function  of  the  armature  frame  of  a 
standard  generator  is  to  provide  general 
stability,  and  this  can  be  provided  by  the 
surrounding  concrete,  which  must  be  there 
in  any  case  for  supporting  the  weight  of  the 
machine.  By  this  arrangement  approxi- 
mately 70,000  lbs.  of  irori  per  generator  can 
be  saved  in  the  plan  shown.  It  is  also  possible 
by  this  design  to  save  a  large  amount  of  boring 
mill  work  on  the  armature  frame  at  the 
factory,  which  is  apt  to  be  the  limiting 
element  in  production  in  most  machine  shops. 
This  method  of  construction  was  first  sug- 
gested,  in   the  knowledge   of  the   writer,   by 


and  it  might  be  necessary  to  use  a  specially 
light  oil  in  the  upper  bearings  in  cold  weather 
on  an  outdoor  machine. 

The  saving  in  the  construction  cost  of  a 
power  house  superstructure  is  not  the  only 
saving  resulting  from  the  outdoor  construc- 
tion. The  annual  maintenance  of  such  a 
building  is  a  considerable  item,  which  would 
be  entirely  eliminated. 

The  advantage  in  cost  of  eliminating  the 
])ower  house  superstructure  will  increase,  of 
course,  in  proportion  to  the  number  of 
generating  units  in  the  plant.  In  a  single 
unit  plant,  for  instance,  it  might  be  a  fact 
that  a  housed  crane  for  handling  the  unit 
would  prove  almost  as  expensive  as  an 
enclosed  fixed  superstructure;  but  with,  say 


Dn  Proposed  for  the  Muscle  Shoals  Development 


H.  G.  Reist.  It  is  mentioned  here  because  it 
is  admirably  adapted  for  the  outdoor  instal- 
lation of  generators. 

It  may  be  argued  that  an  outdoor  generat- 
ing station,  which  would  be  successful  in  the 
mild  climate  of  Alabama,  would  not  be 
practicable  in  an  installation  where  severe 
winters  are  experienced.  There  does  not 
appear,  however,  to  be  much  weight- in  this 
argument.  An  outdoor  generator  can  be 
made  snow-proof  as  well  as  rain-proof.  The 
operator  would  be  normally  housed,  in  any 
case,  in  the  pilot  house  or  between  decks  in 
the  substructure,  and  would  be  required  to  go 
on  deck  at  occasional  intervals  only. 

In  cold  climates  it  would  proljably  be  neces- 
sarj'  to  make  some  special  provision  against 
freezing,  where  water-cooled  bearings  are  used. 


three  or  more  units  installed,  there  should  be 
no  doubt  of  a  large  saving  in  cost  of  plant 
construction.  In  such  plants  as  Muscle 
Shoals,  Keokuk,  Cedars  and  Niagara  Falls, 
where  there  are  large  numbers  of  units 
installed,  the  possible  saving  is  very  large. 

Whether  the  outdoor  plan  can  be  applied 
to  steam  turbine  driven  plants  must  be 
decided  by  future  development.  Some  com- 
plications might  be  encountered  from  freezing 
in  idle  steam  pipes,  valves,  water  pipes,  etc. 
It  does  not  appear  impossible,  however,  to 
install  turbo-generator  units,  and  also  the 
boilers,  etc.,  in  the  open,  if  special  protection 
can  be  worked  out  for  certain  parts  of  the 
equipment.  Such  an  installation  would 
afford  an  opporttmity  for  a  very  large  saving 
in  the  construction  cost  of  such  plants. 


198     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  3 


Methods  for  More  Efficiently  Utilizing  Our 

Fuel  Resources 

PART  XXXI.     PETROLEUM* 

By  Chester  G.  Gilbert  and  Joseph  E.  Pogue 

Division  of  Mineral  Technology,  United  States  National  Museum 

In  this  series  of  articles  we  are  at  present  reviewing  the  fuel  resources  of  the  Western  Hemisphere.  Previous 
installments  have  described  the  fuel  resources  of  Canada  and  Alaska;  also  the  coal  and  natural  gas  resources 
of  the  United  States.  The  present  installment  is  the  first  of  a  group  which  will  treat  of  the  petroleum  resources 
of  the  United  States.  It  is  introductory  in  character  and  treats  of  the  nature  and  occurrence  of  petroleum  and 
the  essential  features  of  the  petroleum  industry,  including  production,  transportation  and  refining,  as  well  as 
the  distribution  of  the  products.  The  next  installment  will  treat  of  the  petroleum  reser\'e  and  its  limitations. 
Then  the  conservation  of  petroleum  will  be  taken  up. — Editor. 


Petroletim  is  of  peculiar  value  to  society 
because  it  is  the  sole  source  of  gasolene,  the 
dominant  motor  fuel;  provides  kerosene,  the 
most  important  illuminant  outside  of  cities 
and  yields  lubricating  oil,  upon  which  the 
wheels  of  industry'  revolve.  In  addition,  it 
has  come  to  be  an  essential  fuel  in  the  South- 
west and  on  the  Pacific  coast,  where  coal  is 
lacking;  is  requisite  to  the  operations  of  an 
oil-burning  navy ;  and  forms  the  starting  point 
for  an  oil  by-products  industry,  a  branch  of 
chemical  manufacture  still  in  its  infancy  and 
offering  unlimited  possibilities  of  development. 

The  liquidity  of  the  crude  product  makes 
petnoletun  unique  among  mineral  raw  materi- 
als, contributing  wide  commercial  availability 
through  the  ease  with  which  the  substance 
may  be  mined  and  handled;  while  the  magni- 
tude of  the  resource  has  given  confidence  for 
the  extensive  mechanical  developments  essen- 
tial to  its  use.  As  the  petroleum  deposits  of 
the  United  States  have  been  drawn  upon  with 
extraordinary  rajjidity  and  the  supplies  have 
already  suffered  serious  depletion,  the  matter 
of  their  approaching  exhaustion  assumes  the 
light  of  immediate  importance.  The  com- 
fortable assertion  that  such  considerations 
may  be  safely  left  to  future  generations  does 
not  apply  to  petroleum. 

Nature 

Crude  jjetroleum,  as  the  raw  or  unrefined 
product  is  often  termed,  is  an  oih"  liquid 
varying  considerably  in  appearance  according 
to  the  locality  from  which  it  comes.  It  is  an 
extremely  complex  mixture  of  organic  com- 
pounds, chiefly  hydrocarbons,  but  substances 
containing  sulphur,  oxygen,  and  nitrogen  are 
also  present  in  small  amounts. 

If  exposed  to  the  air,  it  gradually  thickens 
until  a  solid  residue  is  left.    The  first  product 


♦Extract  from  Bulletin  102.  Part  6.  U.S.  National  Museur 
"Petroleum:  A  Resource  Interpretation." 


given  off  is  natural  gas;  then  liquid  com- 
ponents evaporate  in  the  order  of  their  light- 
ness; and  the  final  residue  is  composed  largely 
of  either  paraffin  wax  or  asphalt.  Petroleum 
is  thus  seen  to  be  a  mixture  of  different  liquids 
dissolved  in  one  another  and  holding  in  solu- 
tion also  natural  gas  and  solid  substances. 
This  conception  correlates  natural  gas  as  a  by- 
product of  petroleum  and  affords  a  simple 
epitome  of  the  changes  more  rapidly  induced 
when  petroleum  is  subjected  to  refining. 
The  asphalt  lake  of  Trinidad  and  the  ozokerite 
deposits  of  Galicia  and  Utah  represent  natural 
residues  from  the  prolonged  evaporation  or 
natural  distillation  of  petroleum. 

While  petroleums  vary  considerably  in 
character,  they  fall  chiefly  into  two  classes 
according  to  whether  the  residue  yielded  is 
predominantly  paraffin  wax  or  asphalt.  The 
first  are  said  to  have  a  paraffin  base;  the 
second,  an  asphallic  base,  or  called  merely 
asphaltic  petroleums.  There  are  also  inter- 
mediate oils  with  almost  equal  proportions  of 
])arafiin  and  asphalt.  This  broad  distinction 
is  of  great  economic  significance,  because  the 
paraffin  petroleums,  occurring  chiefly  in  the 
eastern  part  of  the  countn.-,  came  first  into 
use  and  therefore  determined  the  current 
refining  practice  and  the  existing  demand  for 
petroleum  products;  while  the  asphaltic 
petroleums,  exploited  later  in  the  Gulf  region 
and  California,  found  their  immediate  com- 
mercial outlet  in  the  fonn  of  fuel.  The 
higher  gasolene  content  of  paraflin  oils, 
coupled  with  the  distance  of  coal  from  the 
Califoniian  region,  gave  free  scope  to  the 
economic  differentiation  of  the  two  types. 

Occurrence 

Because  of  its  liquiility.  i)etroleum  differs 
markedly  in  geological  occurrence  from  all 
other  minerals.  It  appears  on  the  surface  in 
some  localities  in  the  fomi  of  oil  seeps,  hut 


METHODS  FOR  MORE  EFFICIENTLY  UTILIZING  OUR  FUEL  RESOURCES    199 


commercial  quantities  of  petroleum  are  found 
only  at  depth  inclosed  within  the  rocks  of  the 
earth's  crust.  Its  occurrence  is  very  similar 
to  that  of  artesian  water,  with  which,  indeed, 
it  is  frequently  associated.  It  saturates 
certain  areas  of  porous  rocks,  such  as  beds  of 
sand  or  sandstone,  tending  to  accumulate 
where  such  strata  occur  beneath  denser, 
impervious  layers.  Occurring  in  this  way 
under  the  pressure  that  obtains  at  depth, 
carrying  immense  quantities  of  natural  gas  in 
solution,  and  almost  invariably  associated 
with  water,  petroleum  is  capable  of  movement 
and  in  general  migrates  upward  until  it 
encounters  a  layer  of  impervious  rock  so 
disposed  in  structure  as  to  impede  further 
progress  and  impound  the  oil  into  a  "reser- 
voir" or  "pool,"  Fig.  1. 


the  world,  therefore,  oil  production  can  now 
be  made  as  definitely  an  engineering  project 
as  the  mining  of  a  clay  bank. 

The  migratory  character  of  petroleum, 
coupled  with  the  general  tendency  of  stratified 
rocks  to  occur  in  broadly  imdulating  folds  and 
shallow  domes,  gives  peculiar  significance  to 
the  underground  disposition  of  the  oil  deposit. 
Thus  the  process  of  winning  the  oil  consists  in 
puncturing  the  structural  feature  that  holds 
it  so  as  to  give  free  scope  to  a  movement 
upward  to  the  surface.  Accordingly  the 
position  of  the  oil  grows  highly  unstable  as 
soon  as  the  deposit  comes  under  exploitation 
and  this  affects  the  entire  geological  unit  or 
pool.  In  consequence  the  joint  ownership  or 
joint  exploitation  of  a  single  pool  results  in 
the  inability  to  apportion  the  product  on  any 


Fig.  1.     View  of  the  Occurrence  and  Mining  of  Oil  and  Gas 


The  geology  of  petroleum,  therefore,  is  the 
geology  of  rock  structures,  and  the  skillful 
mapping  of  the  surface  disposition  of  rock 
formations  gives  the  means  for  determining 
the  structure  at  depth  and  hence  the  position 
of  structural  features  favorable  to  the  accu- 
mulation of  oil.  When  this  information  is 
supplemented  by  careful  records  of  the  rock 
layers  encomitered  as  wells  are  drilled,  a  three- 
dimensional  knowledge  of  the  earth's  crust  is 
obtained,  remarkable  for  its  detail  and  accu- 
racy. Thus  by  the  aid  of  geological  methods 
the  development  of  petroleum  fields  may  be 
changed  from  a  gambling  venture  to  an  exact 
science,  and,  if  the  scale  of  operations  be 
sufficiently  large,  it  may  be-  figured  rather 
closely  how  much  oil  can  be  obtained  from  a 
given  expenditure  of  money.  Instead  of 
representing   the  most   uncertain   venture  in 


arbitrary  basis  of  vertical  boundary  planes, 
and  the  oil,  therefore,  is  practically  no  man's 
property  until  it  is  got  above  ground.  This 
circumstance  is  almost  invariable  and  the 
customary  method  of  exploiting  the  single  oil 
pool  by  a  series  of  small,  independent  holdings 
has  cost  an  inordinate  toll  of  waste  and  loss. 
The  economics  of  oil  production  is  out  of 
adjustment  with  the  geological  occurrence  of 


Origin 

Few  questions  in  geologic  theory  have  met 
with  more  discussion  than  the  origin  of 
petroleum.  It  is  reasonably  certain,  however, 
that  petroleum  in  the  main  is  of  organic 
origin  and  represents  the  natural  distillation 
products  of  plants  and  animals  buried  in  the 
muds  and  oozes  of  ancient  swam|_)s  and  seas. 


200     March,  1U20 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  3 


Vast  rock  formations,  indeed,  are  known 
which  are  nothing  more  than  the  accumulated 
debris  of  innumerable  organisms,  compressed, 
hardened,  and  changed  into  rock.  Fossili- 
ferous  limestones,  phosphate  rock,  and  coal 
seams  are  familiar  examples  which  underlie 
thousands  of  square  miles  of  the  earth's  sur- 
face.    It  would  be  strange,  in  fact,  if  in  the 


Unitad  states 

Meat  CO 
Dutch  £asl  Indies 
^oumonto 
fnd/o 
Oof/cto 
/I//  Others 


.-    1     I     !     I     I 

: 

1    '     I     I     I     I 


100      lio       200      ;so 

Millions  of  Barra/S 


~^ 


I 
.J 


Fig.  2.     World's  Production  of  Petroleum  in  1916 

process  of  formation  oils  were  not  produced, 
when  organic  products  today,  subjected  to 
heat  and  pressure,  yield  oily  substances  not 
unlike  petroleum.  Sediments  carrying  organic 
remains  are  sufficiently  abundant  and  wide 
spread  to  account  for  all  the  petroleum  that 
the  oil  fields  of  the  world  give  promise  of 
producing. 

Distribution 

While  petroleum  is  of  ver\-  common  occur- 
rence in  traces,  areas  underlain  by  commercial 
quantities  are  somewhat  restricted  and  fields 
of  great  importance  are  few.  Thus  in  spite 
of  an  intensive  search  for  new  oil  regions  and 
vigorous  campaigns  of  development  carried 


on  in  all  parts  of  the  world,  the  entire  supply 
comes  largely  from  three  countries,  as  shown 
in  Fig.  2. 

In  the  United  States  the  output  is  derived 
from  a  number  of  widely  scattered  regions 
known  as  "fields."  In  a  broad  way,  these 
fields  fall  into  two  groups — those  of  the  east- 
em  half  of  the  United  States,  bound  into  a 
single  unit  by  an  extensive  system  of  pipe 
lines,  and  those  of  California,  connected  with 
the  rest  of  the  countn.-  by  railroad  transporta- 
tion onl}-.  The  intermediate  fields  of  Wyo- 
ming do  not  come  within  this  rough  geographic 
classification,  but  with  further  development 
they  will  presumably  be  joined  \>\  pipe  lines 
with  the  group  of  the  eastern  half  of  the 
countr>'.  The  Kansas-Oklahoma  field  of  the 
eastern  group  and  the  California  field  are 
about  equal  in  production  and  dominate  the 
petroleum  output  of  this  country,  together 
contributing  over  two  thirds  of  the  total 
supply. 

The  development  of  petroleum  production 
in  the  United  States  from  1881  to  1917.  is 
indicated  graphically  by  Fig.  3.  From  the 
situation  there  depicted,  two  features  of 
particular  significance  stand  out — the  slow 
increase  in  domestic  production  up  to  1900, 
less  marked  than  the  increase  in  the  corre- 
sponding foreign  production,  and  the  rapid 
domestic  growth  between  1900  and  1917,  con- 
trasted with  a  nearly  constant  production  for 
foreign  countries  during  that  period.  This 
emphasizes  the  fact  that  since  the  beginning 


45O.0OO.OO0 

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400.000.000 

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550.000.000 

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500.000.000 

n       ^ 

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Jo  ZSO.OOOflOO 

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1900 
Years 

Fig.  3.     Chart  Showing  Petroleum  Used  in  the  United  State]  and  the  Rest  of  the  World  from  1880  to  1917 


METHOES  FOR  IMORE  EFFICIENTLY  UTILIZING  OUR  FUEL  RESOURCES     201 


of  the  twentieth  centur}-,  the  rapidly  increas- 
ing use  of  petroleum  throughout  the  world 
has  been  met  largely  through  the  intensive 
exploitation  of  American  deposits.  Thus  the 
United  States  has  assumed  a  dominant  posi- 
tion in  respect  to  this  commodity,  producing 
now  two  thirds  of  the  world's  supply. 

THE  INDUSTRY 

The  activities  concerned  with  the  produc- 
tion, transportation,  refining,  and  distribution 
of  petroleum  constitute  the  petroleum  indus- 
try'. In  quantity,  value,  and  importance  of 
production,  this  industrial  field  stands  among 
the  foremost  in  the  country.  It  is  notable, 
especially, for  the  scope  of  its  operations,  which 
embrace  diverse  activities  usually  the  function 
of  separate  industries — a  characteristic  arising 
from  the  peculiar  nature  of  petroleum.  In 
most  other  industries,  to  cite  the  most  striking 
distinction,  transportation  over  alien  lines 
separates  the  producing  activity  from  the 
manufacturing  activity,  creating  a  break 
between  continuity  of  operations ;  in  the  case  of 
petroleum,  however,  the  liquidity  of  the  crude 
product  adapts  it  to  specialized  transportation 
through  pipe  lines,  themselves  a  part  of  the 
resource  development.  In  consequence,  the 
petroleum  industry  in  its  ideal  form  represents 
a  type  of  industrial  activity  more  highly 
coordinated  than  other  industries  of  the 
present  day,  affording,  therefore,  an  important 
object   lesson  for  constructive  consideration. 

The  petroleum  industry,  in  point  of  fact, 
however,  is  not  coordinated  throughout,  but 
at  present  breaks  into  two  portions,  by  no 
means  in  complete  adjustment — the  produc- 
tion of  petroleum  and  the  handling  of  pe- 
troleum with  its  threefold  aspect  of  trans- 
portation, refining,  and  distribution.  The 
conditions  of  producing  crude  petroleum  are 
wholly  different  from  those  involved  in  its 
treatment  after  it  is  above  ground.  This  is 
reflected  in  the  circumstance  that  over  15,000 
individual  companies  are  engaged  in  the  min- 
ing of  petroleum,  while  the  organizations  con- 
cerned with  the  handling  of  the  product  are 
numbered  by  a  few  hundred.  About  SO  per 
cent  of  the  crude  production  appears  above 
ground  through  the  efforts  of  a  great  many 
small  operators,  while  the  bulk  of  the  trans- 
portation, refining,  and  distribution  is  taken 
care  of  by  a  very  few  large  organizations. 

Production 

Petroleum  is  won  in  commercial  quantities 
through  wells  drilled  to  varying  depths  into 
the  crust  of  the  earth.     The  drilling  is  com- 


monly done  by  means  of  a  heavy  string  of 
tools  suspended  at  the  end  of  a  cable  and 
given  a  churning  motion  by  a  walking  beam 
rocked  by  a  steam  engine.  This  method  is 
known  as  the  standard  or  percussion  system  of 
drilling.  The  steel  tools,  falling  tmder  their 
own  weight,  pulverize  the  solid  rock  encoun- 
tered and  literally  punch  their  way  to  the  depth 
desired.  To  prevent  the  caving  in  of  the  hole, 
but  especially  to  avoid  the  inflow  of  water 
from  water-bearing  formations,  the  well  is 
lined  or  "cased"  wholly  or  in  part  with  iron 
piping,  which  is  inserted  in  screw-joint  sec- 
tions at  intervals  during  the  drilling  and 
forced  down  to  positions  needful  of  such 
protection.  The  well  does  not  taper,  but  if 
deep  changes  to  successively  smaller  bores  at 
several  points,  resembling  in  section  a  great 
telescope. 

Another  method  of  drilling,  known  as  the 
rotar\-  system,  is  also  in  common  use,  being 
particularly  adapted  to  regions  where  the 
sides  of  the  well  tend  to  cave  badly,  as  in 
California  and  some  other  localities.  This 
system  requires  more  elaborate  machinery 
than  the  standard,  as  the  drilling  and  insertion 
of  the  casing  is  simultaneous.  The  iron  cas- 
ing, indeed,  is  tipped  with  a  steel  bit  and 
rotated  so  as  to  bore  its  way  downward  like  a 
great  auger. 

The  oil  well  is  marked  by  a  tall  wooden 
framework  called  a  derrick,  which  permits  the 
string  of  tools  and  the  casing  to  be  inserted 
or  withdrawn  when  necessary.  It  is  the 
presence  of  derricks  that  gives  the  character- 
istic appearance  to  an  oil  field  landscape.  Oil 
wells  vary  froin  a  few  hundred  feet  or  less  in 
depth,  requiring  a  few  weeks  only  to  drill,  to 
those  thousands  of  feet  deep  and  demanding 
months  of  continuous  labor  before  production 
starts.  The  deepest  wells  are  slightly  over 
7000  feet,  but  such  depths  are  exceptional. 
The  cost  of  drilling,  before  the  war,  ran  from 
$1  up  to  $15  and  more  a  foot,  while  the  rate  of 
progress,  except  for  shallow  wells,  ranges  from 
about  60  down  to  10  feet  a  day,  slowing,  of 
course,  with  depth.  It  is  apparent,  then, 
that  oil-well  drilling  is  a  slow  and  costly  proc- 
ess and  makes  a  heavy  draft  upon  the  iron 
and  steel  industry,  consuming,  indeed,  about 
one  twelfth  of  its  output  in  ordinary  times. 

A  well  favorably  located  eventually  pene- 
trates an  oil-bearing  bed,  and  the  petroleum 
maj'  spurt  forth  in  a  lavish  stream  under  the 
influence  of  the  natural  gas  held  in  solution 
under  pressure.  Such  wells  are  called  gushers 
and  some  pour  forth  prodigious  quantities 
of  oil.     Other  wells  flow  with  less  violence, 


202     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .3 


and  many,  lacking  in  notable  quantities  of 
natural  gas,  yield  only  under  the  inducement 
of  pumping.  All  wells,  however,  soon  reach 
a  maximum  production,  after  which  they  pass 
into  a  period  of  decline,  and  eventually 
become' extinct.  So  inexorable  is  this  pro- 
cedure that  a  cun'e  may  be  plotted  in  advance 
depicting  the  future  behavior  of  a  given 
group  of  wells.  Wells  during  decadence  are 
spurred  into  temporary  renewals  of  activity 
by  the  explosion  of  charges  of  nitroglycerine 
at  their  bottoms.  The  life  of  an  oil  well  varies 
from  a  few  months  to  twenty  years  or  more. 
The  average  life  of  Penns\dvania  wells  is 
estimated  to  be  seven  vears. 


When  a  gusher  is  struck,  adequate  facilities 
are  often  lacking  for  catching  and  storing  the 
product,  so  that  veritable  lakes  of  oil  gather 
between  quickly  thrown-up  earthen  embank- 
ments. Quantities,  in  such  instances  are  dis- 
sipated through  seepage  and  evaporation, 
while  disastrous  fires  of  spectacular  nature 
are  not  uncornmon.  With  more  careful 
development,  however,  field  storage  tanks 
shaped  like  huge  cheese  boxes  are  in  readi- 
ness to  receive  the  oil  and  prevent  the  glaring 
waste  inherent  in  more  hasty  operations. 

Turning  attention  from  the  single  well  to 
the  oil  field,  we  obser\'e  that  in  petroleum 
mining  sustained  production  depends  upon  an 


Fig.  4.      Model  of  an  Idealized  Petroleum  Refinery 


When  an  oil  well  becomes  extinct,  its 
nonproductiveness  does  not  signify  that  all  the 
oil  is  exhausted.  On  the  contrary,  current 
practice  in  general  leaves  over  half  of  the  oil 
underground  still  clinging  to  the  pores  and 
capillary  spaces  in  the  rock.  To  obtain  a 
greater  yield  from  productive  ground  con- 
stitutes a  problem  of  the  first  magnitude,  and 
promising  results  have  been  obtained  by  forc- 
ing compressed  air  into  some  of  the  exhausted 
wells  of  a  group,  with  the  result  that  the 
laggard  oil  is  swept  to  the  neighborhood  of 
other  wells  from  which  it  may  be  pumped. 


'  As  an  oil  field  ages,  new  wells  yield  less  than  the  inili.il 
yields  of  the  earlier  wells,  hence  a  growinR  number  of  active 
wells  is  necessary  to  maintain  production. 


unl)n)ken  campaign  of  drilling  operations. 
Thus  the  producers  must  not  only  draw  oil 
from  existing  wells,  but  at  the  same  time 
must  persist  in  the  drilling  of  an  incrcasinf:' 
number  of  new  wells  and  in  locating  promising 
territory  in  advance  of  drilling.  Any  factor 
that  retards  any  one  of  these  three  related 
activities  quickly  reacts  to  cause  a  falling  off 
in  ])roduction. 

Output,  development,  and  exi)loration. 
therefore,  must  go  hand  in  hand.  In  a  general 
way,  this  threefold  activity  of  production  is 
carried  on  either  as  a  large  scale  engineering 
|)rocedure  or  as  a  composite  of  small,  in- 
dividual operations.  Large  o\\  companies 
engaged  in  production  naturally  adopt  what 


METHODS  FOR  MORE  EFFICIENTLY  UTILIZING  OUR  FUEL  RESOURCES      203 


might  be  called  the  engineering  procedure, 
while  small  companies  and  individual  opera- 
tors tend  more  to  follow  what  is  picturesquely 
termed  "wildcat"-  operations.  Thus  the 
production  of  oil  is  in  part  dependent  upon 
stable  conditions,  but  in  larger  part  is  still 
a  type  which  operates  in  considerable 
measure  as  a  gambling  venture.  This  is  wh>' 
oil  mining  is  generally  looked  upon  and 
commonly  described  as  hazardous  from  a 
financial  standpoint.  The  hazard  is  inherent 
only  in  small-scale  operations. 

The  engineering  type  of  production  makes 
use  of  skilled  geological  knowdedge  in  its 
campaign  of  oil  production.  The  modern  oil 
company  employs  a  large  geologic  staff,  which 
determines  by  detailed  field  sur\'eys  the  most 
promising  spots  for  drilling.  The  growth  of 
oil  geology  has  been  rapid  and  while,  of  course, 
geologic  science  can  not  strike  oil  with  e^•er\• 
drill,  it  does  multiply  by  many  times  the 
chances  of  each  drilling  operation.  It  has 
been  stated  that  "the  operator  who  plays 
geology  has  a  fifty  times  better  chance  of 
striking  oil  than  he  w^ho  does  not." 

But  in  spite  of  numerous  highly  organized 
production  activities,  the  fact  remains  that 
the  petroleum  production  of  the  United 
States  is  in  considerable  measure  dependent 
upon  a  hit-or-miss  plan  of  exploitation.  Were 
it  not  for  the  wildcatter,  who  stakes  his  all 
(sometimes  borrowed)  on  the  chance  that  a 
random  hole  drilled  in  the  general  vicinity 
of  productive  territory  will  yield  the  hoped- 
for  return,  the  output  of  petroleum  in  a 
country  which  produces  two  thirds  of  the 
world's  supply  would  fall  to  an  utterly  in- 
adequate figure.  The  gambling  instinct  is 
still  the  prime  motive  power  that  lifts  most 
of  the  oil  produced  in  this  countrv*. 

It  is  not  intended,  of  course,  to  throw  oil 
production  into  an  unfavorable  light  by  thus 
focussing  attention  upon  its  gambling  aspect; 
to  exert  onerous  effort  (such  as  oil  field 
development  demands)  under  the  incentive  of 
rich  possibilities  of  reward  is  a  straightforward 
and  legitimate  business  activity.  It  is  fre- 
quently questioned  whether  oil  development 
could  be  sustained  without  prospect  of  large 
pecuniary-  gain.  The  point  is  merely  made 
that  under  present  circumstances  petroleum 
production  is  dependent  upon  this  psycho- 
logical  aspect,    acutely   developed,   which   is 


both  subtle  and  intangible,  yet  profoundly 
important  in  conditioning  the  output;  this 
factor  must  be  reckoned  with  in  contemplat- 
ing the  course  of  the  resource  development. 

Production    and    consumption,    of    course, 
can  not  coincide  in  amount;  hence,  of  neces- 


400,000,000 
350,000,000 
500.000.000 

250.000.000 


§  ZOO.OOOfiOO 


150.000.000 


100.000,000 


5O.0O0.000 


2  In  strict  oil-field  parlance,  to  'wildcat  is  to  drill  a  well 
^here  oil  has  been  proven  not  to  exist,  as  opposed  to  drilling  a 
well  in  the  midst  of  producing  wells.  Thus  both  large  com- 
panies and  small  may  alike  engage  in  wildcatting,  although,  as 
a  matter  of  course,  most  of  the  yjitdcalling  is  done  by  small 
operating  units. 


/90a      1909 
Years 

P"ig.    5.      Chart   Showing   the   Relative   Values   of  the   Principal 

Petroleum  Products  Manufactured  in  the  United  States 

from  1899  to  1914 

sity,  there  are  reserves  of  petroleum  above 
ground  which  serve  as  an  expansion  and  con- 
traction joint,  so  to  speak,  between  supply 
and  demand.  When  there  is  an  overproduc- 
tion in  respect  to  current  needs,  the  reser\-es 
or,  as  commonly  termed,  the  stocks  increase 
conversely,  with  industrial  expansion  or  les- 
sened output,  drafts  are  made  upon  the  stocks, 
which  then  decrease.  The  condition  of  the 
stocks,  therefore,  is  a  sort  of  pulse  to  the  crude- 
oil  market,  since  prices,  under  the  influence 
of  the  same  factor  of  supply  and  demand, 
fluctuate  in  like  manner.  The  stocks,  under 
conditions  of  unorganized  production,  have 
come  to  be  unusually  great  during  the  past 
few  years,  representing  roughly  in  1916  a 
six-months'  supply.  Under  war  conditions, 
the  stocks  were  rapidly  depleted  to  meet  a 
consumptive  demand  which  was  greater  than 
the  productive  capacity  of  the  country. 

The  price  of  crude  petroleum  at  the  well 
varies  considerably  according  to  quality, 
distance  from  market,  and  other  factors.  The 
paraffin  oils  of  light  gravity,  such  as  those 
produced  in  Pennsylvania,  are  the  most  valu- 


204     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


able  because  they  yield  the  largest  percentage 
of  products  in  demand,  while  the  asphaltic 
oils  of  heavy  gravity,  such  as  those  of  Califor- 
nia and  part  of  the  Gulf  region,  command  a 
price  roughh^  a  fourth  of  that  which  the  best 
oil  enjoys.  Thus  the  Pennsylvania  crude 
commenced  19L5  with  a  price  of  about  $1.50  a 
barrel  and  ended  1917  at  about  $3.75,  while 
during  the  same  period  California  crude 
climbed  from  about  35  cents  to  practically  $1. 
These  two  types  of  oil  represent  the  extremes 
of  quality,  with  the  factor  of  distance  from 
markets  nearly  the  same  in  the  two  instances. 
Between  these  limits  range  the  prices  of  all  the 
other  oils  of  the  country,  the  quotation  at 
any  given  time  and  location  being  a  complex 
of  quality  and  of  balance  between  supply  and 
demand,  with  all  the  qualifications  that  the 
latter  expression  involves.  The  wide  range 
in  prices  for  a  single  raw  material,  with  the 
utmost  concession  to  differences  in  location 
and  composition,  suggests  an  undue  dis- 
crepancy to  be  credited  against  the  conditions 
under  which  oil  is  produced. 

The  dependence  of  sustained  production 
upon  an  unbroken  campaign  of  drilling 
exploration,  and  the  extent  to  which  such  a 
campaign  is  carried  on  by  "wildcat"  opera- 
tions on  the  part  of  small  companies  and 
individuals,  lead  to  many  perplexing  legal 
and  economic  difficulties.  Land,  of  course,  is 
rarely  owned  by  the  operator,  so  that  he  must 
ordinarily  either  purchase  or  lease  the  oil 
(and  gas)  right.  The  laws  connected  with  oil 
lands  have  not  been  modernized,  but  are 
confusing  and  in  part  conflicting,  so  that  the 
operator  is  put  to  undue  trouble  and  expense 
in  meeting  the  legal  requirements  of  his  hold- 
ings. Moreover,  the  method  of  leasing  under 
small  unit  operations  leads  to  a  wasteful  com- 
petition between  neighboring  wells  in  their 
race  to  secure  a  maximima  production  within 
the  period  of  the  lease — haste,  with  waste, 
being  an  economic  necessity  in  such  instances. 
In  regard  to  lands  owned  by  the  Govermiient, 
the  legal  regulations  are  so  ill-adapted  to  prog- 
ress that  R.  n.  Johnson  and  L.  G.  Huntley 
in  their  "Principles  of  Oil  and  Gas  Produc- 
tion," remark:  "Most  of  the  public  lands 
which  seem  promising  for  oil  and  gas  have 
been  withdrawn,  since  there  is  universal 
agreement  by  both  Government  and  pro- 
ducers that  the  present  law,  by  which  oil  and 
gas  lands  are  taken  as  placer  claims,  is  utterly 
unadaptcd  to  the  industry.  The  develop- 
ment of  the  lands  which  are  not  withdrawn 
would  best  be  postponed  until  a  new  oil  and 
gas  prospecting   permit   and   leasing  law   is 


passed,  and  the  oil  placer  claim  law  revoked 
except  where  work  is  already  started." 

Transportation 

One  of  the  remarkable  and  impressive 
features  of  the  petroleum  industr\-  is  the  fact 
that  the  crude  product  is  transported  through 
a  system  of  pipe-lines  that  connect  the  points 
of  production  with  refineries,  markets,  and 
seaports.  This  method  of  handling  is  natural 
and  inevitable  with  a  liquid  product  con- 
sumed in  bulk,  as  e\-idenced  by  a  somewhat 
analogous  method  of  transportation  adopted 
for  the  municipal  water  supply.  While  pe- 
troleum shares  with  coal  the  main  responsi- 
bility for  energizing  the  mechanical  acitivities 
of  the  country,  it  is  interesting  to  note  that 
crude  oil,  unlike  raw  coal,  imposes  normally 
no  appreciable  burden   upon  the  railroads. 

The  pipe  lines  of  the  United  States,  com- 
prising those  of  the  subsidian,-  companies  of 
the  Standard  Oil  and  a  number  of  independ- 
ent companies,  aggregate  thousands  of  miles 
in  length  and  form  a  network  spread  over 
much  of  the  country.  They  consist  of  trunk 
lines,  the  longest  of  which  connects  Oklahoma 
with  the  Atlantic  seaboard  by  way  of  Illinois, 
and  gathering  lines  leading  into  the  main 
channels.  The  approximate  mileage  of  the 
principal  lines  of  the  United  States  amounts  to 
28,995  miles.  The  total  length  of  all  the  pipe 
lines  is  much  greater. 

The  pipes varj-  in  diameter  from  2  to  1 2  inches, 
but  G  to  10  inches  represent  the  common  sizes. 
The  piping  is  made  of  iron  plate  and  is  ordi- 
narih-  placed  below  the  surface  of  the  ground. 
At  inter\-als  of  from  15  to  30  miles,  according 
to  the  viscosity  of  the  oil,  there  are  pumping 
stations.  In  the  case  of  heavy,  viscous  oils, 
such  as  those  of  California,  it  becomes  neces- 
sary to  heat  the  product  at  each  pumping 
station  to  facilitate  its  progress.  Unlike  a 
railroad,  the  pipe-lines,  in  general,  follow  a 
direct  course,  uphill  and  down.  An  S-inch 
pipe  weighs  2S  pounds  per  foot,  and  its  cubic 
capacity  is  about  32S  barrels  of  oil  a  mile. 
This  means  that  millions  of  barrels  of  oil  are 
required  merely  to  keep  the  pipe  lines  of  the 
country  active.  The  pipe-line  facilities  of  the 
country  are  ample  to  handle  the  normal  dis- 
tribution of  the  current  production. 

The  significance  of  the  pipe  line  in  the 
development  of  the  petroleum  industry  has 
been  great.  It  has  made  crude  ]ietrolcum  inde- 
pendent of  the  railroads  and  through  cheap- 
ness of  operation  has  lowered  the  cost  of  petro- 
leum products;  it  has  freed  the  refineries  from  M 
geographic  allegiance  to  areas  of  production       " 


METHODS  FOR  MORE  EFFICIENTLY  UTILIZING  OUR  FUEL  RESOURCES     205 


and  ])ermitted  their  establishment  at  strategic 
points  in  respect  to  consumption  of  products; 
it  has  pennitted  and  induced  integration  of 
activities,  with  marked  advantage  to  the 
consuming  public,  but  not  unaccompanied 
by  hardships  and  abuses  falling  upon  small 
units  of  the  industry  itself;  and  by  stretching 
out  to  meet  a  growing  area  of  exploitation  it 
has  unified  widely  separated  fields  and  enabled 
production  to  grow  to  its  present  imposing 
size.  The  pipe  line  has  woven  the-  scattered 
strands  of  adventurous  exploration  into  a 
steady  flow  of  bulk  raw  material. 

Some  crude  petroleum  is  transported  in 
tank  cars,  but  most  of  the  60,000  tank  cars 
in  operation  in  this  country  are  engaged  in 
moving  petroleum  products — gasolene,  kero- 
sene, and  fuel  oil  chiefly.  For  transportation 
by  sea,  steel  tankers  and  towing  barges,  fitted 
with  non-communicating  compartments,  are 
employed  for  both  crude  petroleum  and  its 
bulk  products.  The  development  of  the  tank 
steamer  has  been  an  important  factor  in 
building  up  an  important  foreign  trade  in 
petroleum  products,  is  responsible  for  a  con- 
siderable coastwise  movement  of  crude  and 
fuel  oil,  and  has  opened  the  oil  fields  of  Mexico 
to  the  United  States  and  other  markets. 

Refining 

Crude  petroleum  may  be  burned  as  fuel 
and  nearly  a  fifth  of  the  domestic  consi-mip- 
tion  is  utilized  in  this  way.  But  most  of  the 
petroleum  is  manufactured  into  a  series  of 
products  which  have  wider  usefulness  and 
higher  value  than  the  crude  oil,  and  it  is 
upon  this  dominant  part  that  the  petroleum 
refining  industry  depends. 

At  the  present  time  petroleum  yields,  when 
completely  refined,  four  main  products — 
gasolene,  kerosene,  fuel  oil,  and  lubricating 
oil — and  a  large  number  of  by-products,  of 
which  benzine,  vaseline,  paraffin,  road  oil, 
asphalt,  and  petroleum  coke  are  well-known 
examples.  These  are  commercial  terms  and 
therefore  carry  no  exact  meaning  in  a  chemical 
sense.  Since  the  products  nierge  one  into  the 
other,  there  can  naturally  be  between  them 
only  an  arbitrary  line  of  demarcation. 
Gasolene,  as  here  used,  covers  those  products 
of  crude  oil  which  are  more  volatile  than 
kerosene;  the  term  therefore  embraces  some 
benzine  and  naphtha.  Kerosene,  as  here 
used,  is  the  coinmon  type  of  illuminating  oil 
representing  the  distillate  heavier  than  gaso- 
lene, but  lighter  than  fuel  oil.    Fuel  oil  is  used 


2  See  Part  VIII  of  this  series.  Dec.  1917.   [Ed.] 


as  a  broad  term,  including  all  distillates 
heavier  than  illuminating  oils  and  lighter  than 
lubricating  oils;  it  includes  so-called  gas  oil  — 
a  high-grade  fuel  oil  used  in  the  manufacture 
of  gas — as  well  as  fuel  oil  proper,  used  largely 
for  steam  raising.  The  term  lubricating  oil 
includes  a  variety  of  heavy  oils  used  for 
lubricating  purposes.  Most  of  these  products 
in  turn  may  be  broken  up  into  other  sub- 
stances, each  the  starting  point  of  further 
refinements.  Under  present  practice  petro- 
leum yields  only  a  few  hundred  substances  of 
commercial  value,  but  the  mind  can  set 
absolutely  no  limit  to  the  number  of  useful 
materials  that  chemical  research  ma}-  still 
wrest  from  this  raw  material. 

While  refinery  practice  is  a  highly  technical 
matter  and  varies  both  according  to  the 
chemical  nature  of  the  oil  and  the  local 
demand  for  products,  we  may,  for  the  sake  of 
simplicity,  ignore  all  details'  and  note  merely 
that  there  are  three  main  types  of  refineries. 
The  first  of  these  is  called  a  "skimming"  or 
"topping"  plant,  because  the  light  oils, 
gasolene  and  kerosene,  are  removed  from  the 
rest  of  the  products,  which  are  left  behind  as 
a  residual  oil  and  sold  in  this  semicrude 
condition  for  fuel  purposes.  The  "skim- 
ming" plant,  as  its  name  implies,  make  an 
incomplete  recovery  of  products,  suppying 
only  those  in  greatest  demand  or  easiest  to 
make ;  most  of  the  plants  of  this  kind  are 
situated  west  of  the  Mississippi  River. 

The  second  type  of  refinery  may  be  termed 
the  "straight-run"  plant;  this  produces  all 
four  of  the  main  products — gasolene,  kero- 
sene, fuel  oil,  and  lubricating  oil — together 
with  by-products,  the  process  separating  the 
crude  oil  into  its  natural  components  with  the 
minimum  of  chemical  change.  The  "  straight- 
nm"  refinery  lacks  flexibility,  because  it  has 
no  power  of  producing,  for  example,  more 
gasolene  than  the  crude  oil  naturally  contains. 
Such  plants  are  situated  in  the  East  and  other 
parts  of  the  country  where  the  demand, 
especially  for  lubricants,  justifies  the  expense 
of  the  practice. 

The  third  type  of  refinery  is  of  recent  birth, 
but  has  made  rapid  strides  toward  a  great 
future;  it  employs  the  so-called  "cracking" 
process,  which  yields,  like  the  "straight-run" 
plant,  a  full  set  of  products,  but  a  greater 
percentage  of  gasolene  than  the  crude  oil  gives 
upon  ordinary  distillation.  This  is  accom- 
plished at  the  expense  of  the  heavier  com- 
ponent oils,  whose  molecules  are  broken  or 
"cracked"  into  lighter  molecules,  which 
constitute  just  so  much  additional  gasolene. 


20G     Alarch,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  3 


It  is  obvious  that  cracking  has  developed  in 
response  to  a  growing  demand  for  gasolene ;  its 
significance  is  apparent  in  the  fact  that  it  per- 
mits the  production  of  a  more  valuable  product 
from  one  less  valuable.  With  an  increasing 
call  for  gasolene  and  a  decreasing  supply  of 
petroleum,  cracking  may  be  called  the  hope 
of  the  future  as  regards  refinery  advance. 

If  we  pause  for  a  moment  to  contemplate 
the  consumption  of  petroleum  in  the  crude 
condition,  and  then  the  three  types  of  refin- 
ing— skimming,  straight-run,  and  cracking — 
it  becomes  evident  that  each  treatment 
represents  a  step  in  advance  over  the  preced- 
ing, and  that,  while  all  four  prevail  toda}',  the 
cracking  refinery  is  in  line  with  true  progress 
and  will  eventualh'  dominate  the  situation. 

Refineries,  whatever  the  type,  employ  the 
principle  of  distillation  in  their  operations. 
The  petroleum  is  heated  in  stills  and  the  prod- 
ucts vaporize,  pass  off,  and  are  condensed  in 
fractions,  representing  roughly  the  materials 
in  demand.  These  products  are  then  purified 
by  chemical  treatment  or  transformed  by 
chemical  means  into  a  series  of  secondary- 
products.  The  production  of  the  various 
kinds  of  lubricating  oils  needed  for  diverse 
uses  represents  an  intricate,  yet  single,  part  of 
petroletun  refining;  and  is  merely  one  aspect  of 
the  many  ramifications  found  in  refinery 
technique.  The  refining  of  petroleum  makes 
heavy  drafts  upon  other  chemical  industries — 
for  example,  in  normal  times,  about  one  tenth 
of  the  sulphuric  acid  produced  in  the  United 
States  goes  into  petroleum  refining — but  the 
refiner},'  in  turn  contributes  many  essential 
products  to  other  chemical  manufacturing 
activities.  These  industrial  interrelation- 
ships, ofttimes  overlooked,  are  of  the  utmost 
significance — a  fact  strikingly  brought  out 
when  one  activity  is  called  upon  to  expand 
more  rapidly  than  some  other  activity  with 
which  it  is  geared. 

The  refining  of  petroleum,  requiring  elab- 
orate plants,  is  by  nature  a  large-scale 
enterprise;  hence  such  activities  in  the  main 
have  naturally  come  under  the  control  of  a 
few  large  organizations.  While  several  hun- 
dred individual  refineries  are  in  operation,  the 
bulk  of  the  output  is  due  to  the  efforts  of  less 
than  10  companies.  The  refining  of  petro- 
leum, therefore,  is  largely  an  integrated 
activity,  in  close  alliance  with  transportation 
of  crude,  on  the  one  hand,  and  distribution  of- 
refined  products  on  the  other.  It  has  already 
been  pointed  out  that  the  development  of 
pipe-line  transportation  has  permitted  the 
establishment  of  refineries  at  points  distant 


from  oil  fields,  but  convenient  to  centers  of 
consumption  and  to  seaports. 

With  the  broad  outlines  of  refinen-  tech- 
nique in  mind,  it  will  be  of  interest  to  obser\-e 
the  shifting  focus  of  development  that  has 
characterized  the  production  of  petroleum 
products  in  America.  When  the  famous 
Drake  well  struck  oil  on  Oil  Creek,  Pa.,  in 
1S59,  an  illuminating  oil  distilled  from  coal 
and  called  "coal  oil"  was  in  general  use 
throughout  the  countn.-.  Petroleum,  there- 
fore, found  a  market  already  established  for 
its  illuminating  constituent,  which  it  usurped 
at  once,  quickly  supplanting  the  coal-oil 
industr>-  with  a  production  of  kerosene. 
Although  other  products  were  also  produced, 
and  lubricating  oils  made  from  petroleum 
found  quick  favor  in  connection  with  a  grow- 
ing application  of  mechanical  energy,  kerosene 
became  the  chief  petroleum  product  and  for 
over  40  years  its  use  expanded  until  this 
illimiinant  penetrated  literally  to  the  utter- 
most comers  of  the  globe.  It  would  be 
difficult,  indeed,  to  estimate  the  value  to  the 
world  at  large  of  this  cheap  and  convenient 
source  of  light,  which  has  been  aptly  termed 
"one  of  the  greatest  of  all  modem  agents  of 
civilization."  During  this  period  there  was 
little  demand  for  the  light  products  of  distil- 
lation, the  liquids  now  sold  under  the  com- 
merical  name  of  gasolene,  which  were,  there- 
fore, largely  waste  products  in  an  economic 
sense,  and  even  in  some  instances  physically 
destroyed  for  want  of  any  adequate  demand 
for  their  utilization.  Gasolene  for  a  long  time, 
then,  was  a  by-product  of  little  value  turned 
out  in  the  manufacture  of  kerosene. 

Toward  the  close  of  the  nmeteenth  centun,-, 
however,  the  commerical  application  of  the 
incandescent  mantle  in  gas  lighting  and  the 
development  of  the  electric  light  introduced 
types  of  illumination  so  superior  to  the  kero- 
sene lamp  in  convenience  that  the  use  of  the 
latter  was  gradually  relegated,  in  large  part. 
to  the  small  town,  the  countr>-,  and  foreign 
regions,  where  gas  and  electricity  had  not 
been  introduced.  Accordingly,  in  spite  of  a 
most  aggressi\-c  campaign  for  foreign  trade  on 
the  part  of  the  petroleum  industry,  the 
refinen,-  faced  the  restrictions  of  a  slowing 
demand  for  kerosene  which  presaged  a  limit 
to  the  output  of  the  whole  set  of  petroleum 
products.  But  the  menace  of  this  limiting 
circumstance  was  destroyed,  before  it  became 
effective,  by  the  introduction  and  rapid 
advance  of  the  intcmal-combustion  engine. 
The  phenomenal  growth  in  the  use  of  the 
automobile  built  up  such  a  heavy  demand  for 


METHODS  FOR  MORE  EFFICIENTLY  UTILIZING  OUR  FUEL  RESOURCES     207 


gasolene  that  this  product  came  into  the  lead 
and  took  up  the  burden  of  justifying  the 
increasing  refinery  consumption  of  crude 
petroleum — a  burden  which  kerosene,  even 
with  the  aid  of  a  growing  market  for  fuel  oil, 
lubricants,  and  other  oil  products,  was 
scarcely  longer  able  to  sustain.  Gasolene,  now, 
is  the  main  prop  to  the  whole  cost  structure 
of  petroleum  refining. 

With  the  industrial  quickening  due  to  the 
entrance  of  the  United  States  into  the  world 
war,  the  demand  for  fuel  oil  became  so  insistent 
that  the  complexion  of  the  oil  situation  again 
changed  and  the  emphasis  fell  upon  fuel  oil. 
And  as  the  production  of  crude  petroleum  was 
not  able  to  keep  pace  with  the  attempted  con- 
sumption of  fuel  oil,  a  serious  shortage  of 
this  product  resulted ;  even  while  the  supplies 
of  gasolene  were  ample  to  maintain  the 
activities  of  war,  business,  and  pleasure. 

If  the  course  of  development,  as  indicated 
by  this  broad  survey  of  refinery  evolution,  be 
projected  into  the  future,  we  may  foresee  a 
time  when  the  petroleum  industry  will  yield 
a  range  of  fuels  for  the  internal  combustion 
engine  only ;  illuminating  kerosene  in  quantity 
narrowing  to  that  desirable  for  country  use 
and  export  trade;  lubricating  oils  adjusted 
to  the  growing  demands  of  mechanical  power 
and  an  ever-widening  range  of  chemical  prod- 
ucts supporting  a  great  oil  by-products 
industry,  rivalling  if  not  exceeding  the  coal- 
products  industry  in  importance.  In  respect 
to  the  last,  it  should  be  emphasized  that  the 
United  States  today  faces  an  opportunity 
similar  to  that  which  20  years  ago  confronted 
both  Germany  and  the  LTnited  States  as 
regards  the  manufacture  of  dyestuft's,  explo- 
sives, fertilizers,  drugs,  and  other  chemicals 
from  the  non-fuel  components  of  coal. 

Distribution 

Many  industries  terminate  their  activities 
with  the  manufacture  of  commercial  prod- 
ucts, turning  these  over  to  independent 
agencies  for  distribution.  With  the  petroleum 
industr^^  however,  distribution  forms  an 
integral  division  of  the  industrial  activity,  a 
carefully  planned  out  construction  of  markets 
as  part  of  the  resource  development  being 
substituted  for  a  demand  ordinarily  left  to 
natural  growth  or  maintained  by  costly 
advertising.  Thus,  once  the  oil  is  produced, 
it  passes  through  the  various  stages  of  trans- 
portation, refining,  and  distribution  under  the 
influence    of    a    highh'    organized    economic 


machine,  a  coordinated  industrial  unit,  en- 
gaged not  merely  in  adapting  a  crude  material 
to  diverse  uses,  but  also  in  shaping  and 
developing  latent  needs  the  world  over  into  a 
demand  which  will  sustain  a  balanced  output 
of  products. 

We  have  already  seen  how  the  pipe  line 
and  to  a  less  extent  the  coastwise  tanker, 
brings  the  crude  petroleum  to  the  refineries 
which  are  favorably  located  in  respect  to 
distribution.  From  the  refineries  the  gasolene, 
kerosene,  fuel  oil,  lubricating  oil,  and  other 
petroleum  products  are  sent  forth  to  supply 
the  needs  of  surrounding  territory,  while 
refineries  near  seaboard  furnish  heavy  con- 
tributions to  foreign  trade.  As  distribution 
is  a  diverging  process,  and,  moreover,  the 
crude  petroleum  is  broken  into  numerous 
products  requiring  separate  handling,  the 
pipe  line  is  not  broadly  adapted  to  this  diverse 
haulage.  Railroad  tank  cars, and  barges  (where 
water  transportation  is  advantageously  avail- 
able), therefore,  receive  the  bulkier  products 
and  carry  them  to  distributing  depots,  where 
storage  tanks  release  the  railroad  carriers  and 
supply  tank  wagons  that  radiate  to  fill  the 
local  needs.  In  this  way  the  entire  country  is 
covered  by  a  network  of  specialized  trans- 
portation, each  step  employing  a  bulk  carrier 
best  adapted  to  its  particular  purpose  both 
as  to  size  and  mechanical  facility,  the  whole 
involving  the  maximtun  of  expedition  and 
simplicity.  Without  this  highly  organized 
system,  with  its  far-reaching  ramifications,  the 
present  widespread  use  of  gasolene  and  kero- 
sene would  not  be  possible.  From  the  oil 
field  to  the  consumer,  the  handling  of  petro- 
leum is  remarkably  efficient. 

The  arrangements  whereby  a  foreign  trade 
has  been  built  up  and  sustained  are  no  less 
elaborate.  Fleets  of  tank  steamers  and 
freighters  carry  the  products  in  bulk  or  in 
suitable  containers  to  all  parts  of  the  world. 
Fuel  oil,  gasolene,  and  lubricants  go  in  greater 
measure  to  industrial  countries,  but  kerosene 
penetrates  to  every  corner  of  the  globe,  a 
system  of  depots  and  distributing  lines  adapt- 
ing the  product  to  the  needs  of  the  most  out- 
of-the-way  regions.  The  care  that  has  been 
bestowed  upon  the  extensions  of  the  market 
for  kerosene,  against  every  conceivable  obsta- 
cle of  climate,  topography,  and  racial  prejvi- 
diee,  is  a  striking  example  of  industrial  fore- 
sight; yet  without  this  policy,  the  whole  oil 
industry  would  have  been  unable  to  expand  to 
its  present  proportions. 


208       March,  1920 


GENER,\L  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  3 


Professor  Elihu  Thomson's  Early  Experimental 
Discovery  of  the  Maxwell  Electro- 
Magnetic  Waves 

By  Prof.  Monroe  B.  Snyder 
Philadelphi.\  Observ.\tory 

It  must  be  borne  in  mind  that  this  very  early  and  very  remarkable  investigatioa  of  the  electro-magnetic 
waves  by  Professor  EHhu  Thomson  was  quite  incidental  to  an  investigation  intended  to  set  aside  a  claim  then 
made  by  a  famous  inventor  for  the  existence  of  an  alleged  Wetheric  force.  It  is  not  possible  here  to  reproduce 
the  relentless  logic  of  description  of  special  experiments  made  to  prove  the  fallacy  of  the  claim.  But  it  is  very 
clear  how  Professor  Thomson  was  led  by  his  mode  of  testing  for  "induction"  effects  to  the  far  more  extensive 
testing  for  the  aether  waves  produced,  and  thus  to  the  tests  which  Professor  Snyder  has  so  definitely  described 
as  performed  by  his  former  colleague.  It  was  indeed  a  misfortune  for  American  science,  as  Professor  Snyder 
indicates,  that  Professor  Thomson  could  not  then  continue  his  investigations  in  the  incidental  field.  And  this 
very  clearly  appears  from  the  ingenious  use  then  made  in  the  Thomson  experiments,  as  described  in  the  Frank- 
lin Insiitute  Journal  cited,  of  "balanced  circuits"  and  of  other  devices  thoughtfully  dealing  with  the  Kther 
waves  concerned.  It  is  indeed  gratifying  that  these  notable  tests  of  the  electro-magnetic  waves  by  Professor 
Elihu  Thomson  in  1875  have  now  been  so  specifically  and  reliably  placed  on  record  by  one  appreciating  their 
significance.     The  story  was  originally  published  in  the  Central  High  School  Mirror,  Philadelphia. — Editor. 


In  the  annual  lectures  to  my  classes  in 
astronomy  on  the  vast  electro-maj^netic 
spectrum  of  radiation  of  more  than  50  gamuts, 
and  in  which  the  interesting  visible  light 
occupies  but  a  single  gamut,  I  have  again 
and  again  been  reminded  of  the  fact  that  my 
former  colleague,  Professor  Elihu  Thomson, 
had  already  in  1875  experimentally  dis- 
covered the  long  electro-magnetic  waves  first 
announced  in  the  mathematical  theory  of  Clerk 
Maxwell  in  1873,  and  later  concretely  revealed 
by  the  experimental  work  of  Hertz  in   18S7. 

One  day  in  1875,  while  busily  engaged  in 
some  work  in  the  old  Central  High  School 
Obsen-atory,  at  an  elevatorless  height  that 
usually  obviated  intrusion,  I  was  surprised 
by  a  bustling  visit  from  my  associate.  Pro- 
fessor Elihu  Thomson.  Ho  was  bent,  as  I 
soon  found,  on  testing  whether  the  aether 
disturbance,  which  he  was  exciting  by  means 
of  a  Ruhmkorff  coil  in  the  Physical  Room  of 
the  first  floor  of  the  building,  could  be  ob- 
served in  the  obscrvaton.-  hallway  on  the 
sixth  floor.  Applying  the  sharpened  point 
of  a  short  lead  pencil  near  the  brass  knob  of 
the  obser\-atory  library  door,  Thomson  called 
attention  to  the  delicate  sparks  that  were 
passing  between  the  pencil  point  and  the 
door  knob.  With  due  elation  over  the  success 
of  the  test,  he  then  told  me  that  he  had 
similarly  traced  the  a?ther  disturbance  all 
through  the  building;  in  the  Lecture  Hall  on 
the  first  floor  at  a  distance  of  about  (50  feet; 
at  the  room  of  the  professor  of  mathematics 
on  the  third  floor  at  a  distance  of  about  SO 
feet;  and  now  at  the  door  knob  of  the  observ- 
atory library,  distant  perhaps  over  100  feet 
from  the  experimental  apparatus. 

It  is  interesting  to  know  what  odd  electric 
radiating   system  was  at   that   time  kept   in 


action  in  the  Physics  Room.  In  an  effort 
to  magnify  the  electrical  oscillations,  then 
being  studied  for  another  purpose,  Thomson 
had  connected  one  terminal  of  that  famous 
induction  coil  to  the  water  pipe  and  the  other 
terminal  to  a  large  metallic  still,  which  stood 
at  hand,  and  which  he  duly  insulated  by 
placing  it  on  a  glass  jar.  \'igorous  sparks  of 
a  few  inches  were  then  passed,  and  the  unique 
radiating  system  produced  results  that  soon 
induced  the  professor  to  widen  the  area  of 
his  obsen'ations  in  the  manner  mentioned. 

The  invisible  long  electro-magnetic  waves 
were  thus  definitely  and  repeatedly  traced 
by  Professor  Elihu  Thomson  in  1875  to  the 
distances  and  cft'ects  stated,  and  through  five 
intervening  floors,  by  a  means  much  simpler 
than  the  detector  of  Hertz,  and  yet  12  years 
prior  to  Hertz's  celebrated  verification  of  the 
Maxwell  theory.  The  insight  and  the  accu- 
racy of  the  conception  of  Professor  Thomson 
as  to  what  was  really  happening,  so  clearly 
reflected  in  an  article  on  the  same  experi- 
ments undertaken  for  the  purpose  of  correct- 
ing a  misconception  of  Edison's  {Journal 
of  Franklin  Institute.  April,  lS7b'),  show  how 
unfortunate  it  was  that  Professor  Thomson 
was  then  diverted  from  a  continuance  of  the 
study  of  those  aether  waNcs,  observed  so 
many  years  before  their  elucidation  by  Hertz. 
Elihu  Thomson's  demonstration  of  1875 
seems,  be_\-ond  doubt,  to  have  been  the  very 
first  discovery,  by  means  of  repeated  tests 
at  large  and  varying  distances,  of  the  trans- 
mission of  the  invisible  electro-magnetic 
waves  through  the  aether,  the  first  experi- 
mental discovery  of  what  are  generally  known 
as  the  Hertz- Maxwell  waves,  now  so  widely 
and  triumphantly  used  in  wireless  telegraphy 
and  wireless  telephony. 


209 


Effect  of  Color  of  Walls  and  Ceilings  on 
Resultant   Illumination 

By  A.  L.  Powell 
Edison  Lamp  Works,  General  Electric  Company 

The  color  of  walls  and  ceilings  plays  a  very  important  part  in  the  illumination  of  interiors,  and  architects 
and  others  who  are  responsible  for  systems  of  interior  illumination  should  make  a  special  study  of  the  reflect- 
ing powers  of  different  colored  walls  and  ceilings  with  special  reference  to  the  qualities  of  paints  and  other 
pigments.  The  author  outlines  briefly  some  color  schemes  for  walls,  ceilings  and  fixtures  that  have  been 
found  to  give  good  results  in  industrial  plants,  offices,  schools,  stores,  and  residences.  Some  valuable  infor- 
mation is  given  on  the  reflecting  power  of  several  different  kinds  of  paint,  both  when  new  and  after  ageing 
one  year.  Some  helpful  suggestions  as  to  the  best  methods  of  applying  paint  to  secure  satisfactory  reflection 
are  also  ofifered,  and  a  method  is  described  for  determining  the  coefficient  of  reflection  of  any  surface. — Editor. 

No  matter  how  carefully  designed  a  lighting 
system  may  be  with  respect  to  lamps,  reflec- 
tors, spacing,  height,  etc.,  if  the  surroundings 
are  not  adapted  to  reflecting  such  light  as 
strikes  them  an  inefhcient  system  may  result. 
The  ]jroper  painting  of  walls  and  ceilings  is 
tlierefore  of  great  importance. 

The  ceiling  and  wall  surfaces  in  a  room  are 
secondary  sources  of  light — receiving  and 
reflecting  light  from  the  lamps.  ]\Ierely 
increasing  the  reflection  coefficient  of  the 
ceiling  a  slight  amount  may  greatly  increase 
the  effective  ilhunination. 

It  is  therefore  very  important  to  see  that 
the  ceilings  are  as  light  in  color  as  possible. 
Pure  white  is  usually  to  be  preferred,  although 
if  a  tint  is  demanded  for  artistic  eft'ects  it 
should  be  a  light  cream  rather  than  gray  or 
some  similar  tone.  Not  only  is  the  color  of 
the  ceiling  important,  but  the  actual  finish 
must  also  be  considered.  A  glossy  surface 
reflects  images  of  the  lamp  filament  and  intro- 
duces glare  causing  eye  strain.  A  flat  or 
matt  finish  is  therefore  essential.  A  thin 
coating  of  white  paint  through  which  a  dark 
surface  may  be  seen  has  the  same  eff'ect  as  a 
thin  coating  of  enamel  on  a  reflector.  In 
other  words,  utiless  this  surface  is  thick  the 
light  gets  through  the  surface  and  becomes 
absorbed. 

It  is  safe  to  say  that  well  painted  white 
ceilings  give  an  increase  of  between  20  and 
30  per  ceiit  in  illumination  over  ordinary 
light  buff  or  similar  colored  ceilings  where 
semi-indirect  or  similar  lighting  systems  are 
in  use.    This  is  really  a  conservative  figure. 


Industrial  Plants 

Efficiency  of  utilizatioii  of  light  is  highly 
important  in  the  industrial  plant,  and  pillars, 
walls  and  ceilings  should  be  pure  white.  Any 
light  striking  these  surfaces  is  reflected  in  a 
degree  depending  upon  the  color.  If  dark 
brown   or   smoke   covered,   possible'   only   5 


per  cent  will  be  reflected;  if  pure  white  the 
reflection  coeflJicient  may  be  as  high  as  70 
per  cent.  Even  the  floors  should  be  kept  as 
light  as  possible,  for  a  portion  of  the  flux 
which  strikes  this  is  reflected  to  the  ceiling 
and  then  back  to  the  work. 

A  recent  test  in  a  new  factory  building 
with  white  ceiling,  light  wood  floor  and  light 
colored  side  walls  showed  more  units  of  light 
reaching  the  working  planes  than  were  gen- 
erated by  the  lamps  themselves.  This  para- 
dox is  explained  by  a  consideration  of  the 
multiple  reflection.  Of  course  the  extremely 
high  ^•alue  would  not  have  been  obtained  if 
machinery  were  installed. 

The  lower  part  of  the  side  walls  is  of  less 
importance  in  reflecting  light,  and  for  pur- 
poses of  appearance  it  is  often  desirable  to 
have  a  dado  of  dark  green  or  some  neutral 
color,  as  fingermarks  and  other  disfigurements 
are  not  so  noticeable.  This  treatment  of  the 
walls  also  reduces  the  brightness  of  the  back- 
ground in  the  field  of  ^-iew — a  desirable 
feature. 

In  many  instances  the  painting  of  certain 
parts  of  a  machine  white  or  a  lighter  color 
will  materially  soften  the  shadows  and 
improve  working  conditions,  eg.,  on  a  large 
\-ertical  slotter  the  surface  which  faces  the 
table,  or  on  a  lathe  the  area  surrounding  the 
work. 

High  grade  oil  painting,  as  discussed  later, 
is  most  desirable,  but  where  whitewash  is 
absolutely  necessary  frequent  cleanings  will 
speed  production  and  keep  the  lighting  bills 
at  a  minimum.  A  clean,  bright  shop  has  a 
decided  effect  in  itnproving  the  morale  of  the 
workmen. 

Offices  and  Schools 

Because  of  the  justh'  wide-spread  use  of 
the  indirect  lighting  systems  and  the  likeli- 
hood that  they  will  be  installed  at  any  time, 
the  ceilings  should  always  be  light  in  color. 


210     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


With  most  systems  of  lighting  a  consider- 
able portion  of  the  flux  strikes  the  upper  part 
of  the  walls;  for  these  surfaces,  a  soft  pale 
olive  green  with  a  light  blue  cast  in  north 
rooms  and  a  yellow  cast  in  south  rooms  is 
recommended.  However,  this  question  of 
wall  tint  is  largely  a  matter  of  personal 
preference.  Some  individuals  prefer  a  green- 
ish tint  which  is  soft  and  restful,  while  others, 
for  artistic  reasons,  prefer  a  light  buff  or 
cream.  It  is  recognized  that  it  is  often  worth 
while  to  sacrifice  lighting  economy  for  artistic 
effect.  The  lower  surfaces  can  well  be  of  a 
darker  neutral  color  to  provide  space  on  which 
the  eye  can  rest  in  comfort. 

A  light-colored  room  is  decidedly  more 
cheerful  than  one  finished  in  dark  colors.  In 
many  cases  dark  surroundings  have  given  the 
impression  of  bad  lighting,  while  in  reality 
there  was  a  sufficiently  high  intensity  on 
the  desks.  The  psychological  effect  of  gloomy 
interiors  is  well  known,  and  it  is,  of  course, 
desirable  to  keep  the  clerks  or  pupils  buoyant 
and  cheerful. 

In  general,  light  surroundings  reduce  the 
conditions  of  glare.  An  artificial  light  source 
viewed  against  a  bright  ceiling  is  less  annoy- 
ing than  in  another  jjosition.  Light-colored 
walls  diffuse  the  light  back  toward  the  window 
sides  of  the  room  and  thus  lessen  the  contrast 
between  the  bright  sky  and  adjacent  walls. 

As  has  been  mentioned  before,  glossy  wall 
surfaces  should  not  be  used,  and  even  the 
furniture  and  trim  should  not  be  highly 
varnished.  In  this  connection  close  cooper- 
ation between  the  builder  and  lighting  engi- 
neer is  essential. 

Light  buff  window  shades  are  desirable, 
and  if  these  are  drawn  at  night  they  materially 
assist  in  reflecting  the  light  rather  than  allow- 
ing it  to  escape  to  the  street.  If  these  shades 
are  slightly  translucent  they  are  very  useful 
in  the  daytime  in  cutting  down  the  direct 
sunlight,  diffusing  the  light  which  ])asses 
through  them  and  ijreventing  a  sharp  line 
of  shadow  demarkation  which  may  result 
if  opaque  shades  are  used.  The  Code  Light- 
ing School  Building  issued  by  the  Illuminat- 
ing Engineering  Society  gives  some  interesting 
data  on  this  subject  as  well  as  the  question 
of  design  of  blackboards. 

Stores 

A  pure  white  finish  throughout  is  most 
universally  applicable  to  stores,  not  only  for 
its  effect  on  the  amount  of  light  utilized  and 
general  bright  appearance  desired,  but  for 
the  color  result  secured. 


White  light  striking  a  colored  surface  will 
have  some  of  its  rays  absorbed  and  be  re- 
flected as  colored  rather  than  white  light. 
(This  property  is  that  which  makes  the  sur- 
face colored.)  Hence,  if  an  illuminant 
approximating  daylight  is  used,  and  all  of 
the  reflected  light  is  tinted,  the  resulting 
light  will  be  of  a  different  color  from  that 
given  out  by  the  lamp.  A  practical  illustra- 
tion of  this  undesirable  condition  will  be 
seen  where  daylight  lamps  are  used  in  semi- 
indirect  units  in  a  room  with  a  yellow  ceiling. 
W^hite  surroundings  do  not  modify  the  color  of 
the  reflected  light  as  do  colored  surroundings. 

Residences 

It  is  true  that  efficiency  of  light  utilization 
is  not  at  all  important  in  the  home,  yet  the 
color  of  walls  and  ceilings,  particularly  the 
former,  has  a  remarkable  bearing  on  the 
pleasing  appearance  of  the  room. 

If  these  are  of  such  colors  that  they  do  not 
reflect  the  light  satisfactorily,  no  matter  how 
much  light  is  supplied  the  room  will  never 
appear  bright  and  cheerful.  Dark  green  wall 
paper,  for  exami)le,  reflects  very  little  light, 
and  a  room  finished  in  this  way  frequently  is 
dull.  A  room  finished  in  dec])  brown  wood- 
work and  side  walls  is  often  uncomfortable 
when  lighted  by  ordinary'  methods  of  illumi- 
nation. With  general  lighting  systems  no 
matter  how  much  ])recaution  is  taken  to 
shield  and  diffuse  the  light,  the  lamp  and  its 
accessories  show  up  in  contrast  to  the  dark 
background  and  become  annoying  bright 
spots.  The  only  satisfactor\-  method  of 
lighting  such  an  interior  is  by  the  use  of  table 
or  floor  lam])s  giving  spots  of  fairly  bright 
illumination,  around  which  the  occupants  are 
grouped  and  the  attention  concentrated, 
allowing  the  room  as  a  whole  to  be  comjiara- 
tivcly  dark  or  in  shadow. 

Light-colored  wall  paper  and  paint  are 
therefore  generally  to  be  desired  if  the  room 
is  to  be  cheerful  at  night.  An  object  or  an 
interior  looks  cheerful  and  bright  in  pro- 
portion to  the  amount  of  light  it  reflects  back 
to  the  eye.  although  jmre  white  finishes  are 
not  to  be  desired  from  an  artistic  standpoint. 
The  study  of  the  ixsychological  effect  of  the 
different  colors  is  most  interesting,  but  space 
does  not  permit  a  discussion  of  this  phase  of 
the  subject. 

Permanency  of  Various  Wall  Finishes 

The  freshly  scraped  surface  of  a  block  of 
magnesium  carbonate  reflects  more  light 
than  any  other  object,  SS  per  cent  of  the  light 


I 


COLOR  OF  WALLS  AND  CEILINGS  ON  RESULTANT  ILLUMINATION        211 


falling  on  it  being  sent  back.  We  cannot 
expect  as  good  results  from  ordinary  painted 
surfaces,  because  the  usual  mediums,  includ- 
ing eA-en  zinc  white,  are  quite  gray  compared 
with  magnesium  carbonate.  A  paint  made 
with  magnesium,  carbonate  as  a  pigment 
more  nearly  approaches  this  value  and  is 
desirable  from  a  standpoint  of  light  reflection. 
As  comparative  average  values  for  properly 
prepared  and  freshly  mixed  samples,  the 
following    figures    apply : 


Coefficient  of  Reflection 

Paint 

New 

After  Ageing 
One  Year 

White  lead  and  oil 

Lithopone   .    . 

0.85 
0.77 

0.67 
0.72 

Calcimine  type 

Flat  enamel  (magnesia 

0.74 

0.76 
0.75 

0.67 
0.73 

Gloss  enamel 

0.75 

There  is  comparatively  little  choice  between 
any  good  white  paints  when  fresh.  The  story 
is  different,  however,  after  being  exposed  to 
normal  daylight  conditions. 

It  is  seen  from  this  table  that  the  enamels 
have  held  their  own  very  well.  The  lithopone 
paint  has  fallen  off  by  6  per  cent  of  its  initial 
value.  Calcimine  and  white  lead  have  fallen 
off  about  10  per  cent.  The  falling  oft"  of 
calcimine  is  due  largely  to  its  porous  nature, 
which  permits  it  to  absorb  dirt  readily.  The 
falling  off  in  white  lead  and  calcimine  is 
progressive  and  does  not  decrease  in  rate. 
Numerous  observations  on  lead  and  oil  paint 
in  use  for  two  years  indicate  a  falling  off  of 
about  20  per  cent.  The  slight  falling  off  of 
flat  enamel  occurred  in  the  first  month,  no 
further  decrease  being  observed.  The  co- 
efficient of  reflection  of  the  gloss  enamel  was 
constant  throughout  the  test. 

These  tests  were  all  made  under  constant 
laboratory  conditions  and  must  serve  only 
as  a  guide  for  judgment.  They  form  a  start- 
ing ]3oint  for  observation  and  practice. 

Method  of  Applying  Paint 

Now  as  to  the  actual  painting  itself: 
What  conclusions  do  we  draw  from  the  data 
presented?  It  is  obvious  that  a  gloss  enamel 
will  not  ftilfill  one  of  our  initial  conditions, 
due  to  its  high  value  of  specular  or  image 
reflection.  We  are  therefore  reduced  to  the 
use  of  some  form  of  what  we  have  called  flat 
enamel.  This  paint  must  contain  no  lead 
and  probably  no  linseed  oil.  It  must  be 
composed    of    chemically    inert    white    sub- 


stances ground  exceedingly  fine  (to  produce 
density)  and  mixed  in  an  inert  vehicle  which 
is  impervious  and  non-porous  when  dry. 
It  must  dry  flat  and  be  washable. 

The  most  permanent  and  highest  practical 
coefficient  of  reflection  and  diffusion  can  be 
obtained  with  plaster  svirfaces  treated  as 
follows : 

First  coat. — Good  impervious  surface. 

Second  coat.- -Straight  lithopone  paint. 

Third  coat. — Gloss  enamel  and  lithopone  mixed 

equal  parts. 
Fourth  coat. — Flat  enamel   (magnesium  bearing 

flowed  on). 

For  metal  surfaces,  after  the  iistial  prepara- 
tion apply  a  first  coat  of  red  lead  thinned  with 
raw  linseed  oil  drier  and  "turps"  to  give  an 
eggshell  finish.  Over  this  a  coat  of  lithopone 
paint,  mixed  one  gallon  to  one  quart  of  good 
varnish;  then  the  second,  third  and  fourth 
coats  as  applied  to  plaster. 

From  an  illuminating  standpoint  the  walls 
of  a  room  are  not  as  important  as  the  ceilings, 
and  they  should  be  less  bright.  A  simple 
ijainting  formula  will  apply.  It  is  in  brief: 
First  coat,  good  imj^ervious  surfacer  mixed 
with  equal  part  lithopone  paint;  second  and 
third  coats,  straight  lithopone  paint,  the  last 
tinted  with  japan  tint  thinned  with  "turps." 

If  it  is  necessary  for  any  reason  to  use  a 
gray  tint  it  should  never  be  obtained  by  mix- 
ing lamp  black  in  the  paint.  This  is  the 
substance  having  the  lowest  known  coeffi- 
cient of  reflection.  To  obtain  the  gray  it  is 
desirable  to  mix  vermilion  and  emerald  green 
to  get  black  and  then  thin  out  with  white. 
This  produces  what  is  known  as  a  warm  gray 
and  has  a  reasonably  high  coefiftcient  of 
reflection. 

In  any  painting,  the  surface  on  which  it  is 
applied  should  be  properly  prepared  and  non- 
porous  so  that  it  will  not  absorb  any  of  the 
vehicle  of  the  final  coat.  It  must  also  be 
chemically  inert  with  respect  to  this  final  coat. 

A  number  of  paint  manufacturers  have 
investigated  the  subject  of  "painting  for 
light"  and  have  produced  pigments  which 
give  results  comparable  with  those  specified 
above.  Any  of  the  prominent  paint  manu- 
facturers will  gladly  furnish  detailed  infor- 
mation on  their  jirodtict  upon  request. 

Economics  of  Situation 

It  is  true  that  it  is  somewhat  more  expen- 
sive to-  paint  the  surroundings  correctly  than 
to  apply  calcimine,  mill  white,  or  some  other 
paint  which  depreciates  quite  rapidly,  yet 
the  economies  of  the  situation  well  warrant 


212     :\Iarch,  l'J2U 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


this  expenditure.     For  example,  the  following 
calculation  applies: 

If  we  consider  a  room  in  which  the  ceiling 
is  painted  with  white  lead  and  oil,  as  de- 
scribed in  the  test  quoted  above,  we  may 
expect  at  the  end  of  two  years  that  the 
illiunination  efficiency  has  decreased  not 
less  than  15  to  20  per  cent,  due  alone  to  the 
reduction  in  coefficient  of  reflection  of  the 
ceiling,  other  conditions  being  constant.  But 
in  actual  work  other  conditions  are  not  con- 
stant; for  one  thing  the  coefficient  of  reflec- 
tion of  the  paint  on  the  wall  also  undergoes 
a  decrease.     It  is  probably  safe  to  say  that 


as  Affecting  Illumination,"  for  many  of  the 
figures  presented  in  connection  with  painting. 

Measurement  of  Reflection  Factor 

There  are  a  number  of  laboratory-  methods 
of  obtaining  this  value,  some  of  which 
employ  elaborate  apparatus  and  which  take 
into  account  with  a  high  degree  of  accuracy 
the  direction  of  the  incident  light,  color  of 
incident  light,  and  similar  features.  A  com- 
plete description  of  these  methods  will  be 
found  in  the  technical  press,  references  to 
which  are  given  in  the  bibliography  which 
follows  the  article. 


Fig.  1.     Determining  by  Means  of  Portable  Photometer  the  Reflection  Factor  of  a  Wall  Surface 


the  use  of  load  and  oil  (or  calcimine)  as  an 
interior  paint  entails  a  progressive  loss  of 
light  amounting  to  lo  per  cent  at  the  end 
of  the  first  year.  Thus  a  room  of  4U()  sq.  ft. 
floor  area,  so  painted  and  initially  lighted  by 
four  100-watt  lamps,  will  require  an  addi- 
tional 100-watt  lamp  at  the  end  of  two  years 
to  bring  the  illumination  back  to  what  it 
was  in  the  beginning — an  increase  of  25  per 
cent  in  energy  consumed  and  lamp  renewals. 
Surely  this  figure  is  striking  enough  to 
warrant  the  necessar}'  expenditure.  The 
writer  is  indebted  to  an  article  by  Mr. 
Bassett  Jones.  Consulting  Engineer,  on  "The 
Characteristics  of  Interior  Building  Finishes 


The  practical  determination  of  the  co- 
efficient of  reflection  of  a  wall  or  ceiling 
(diffuse  reflection)  is  quite  simple  indeed,  and 
can  be  made  by  anyone  familiar  with  the 
operation  of  a  jjortable  photometer  employ- 
ing a  detached  test  plate.  The  standard  on 
which  reflection  factors  are  ba.sed  is  a  freshly 
scraped  block  of  pure  magnesium  carbonate. 
One  of  these  standards  can  be  s<.»cured  at 
any  drug  store.  A  block  approximately  four 
inches  square  and  two  inches  thick  can  be 
purchased  for  a  few  cents.  The  first  step  in 
the  determination  is  to  scrape  the  surface 
of  this  and  place  the  block  in  any  convenient 
position  relative  to  an  artificial  light  source. 


COLOR  OF  WALLS  AND  CEILINGS  ON  RESULTANT  ILLUMINATION        21;: 


The  ]3hotometer  is  then  pointed  at  the  block 
from  some  angle  not  too  far  from  the  normal 
and  a  reading  taken  and  recorded.  A  second- 
ary standard,  or  working  standard,  such  as 
a  sheet  of  blotting  paper,  is  next  calibrated. 
This  is  substituted  for  the  magnesium  block, 
and  with  the  same  illumination  incident  on 
it  as  with  the  previous  reading,  a  second  read- 
ing is  taken  and  recorded.  We  then  have  the 
following  proportion  ap]3lying:  Reading  ,4 
is  to  88  per  cent  as  reading  B  is  to  the  co- 
efficient of  reflection  of  the  blotting  paper. 

Taking  care  that  the  blotting  paper  or 
secondary  standard  does  not  become  dirty, 
it  is  placed  at  a  convenient  position  on  the 
wall  or  ceiling  the  reflecting  factor  of  which 
is  desired,  and  a  reading  taken  of  the  blotting 
paper  with  the  nonnal  illumination  received 
on  the  wall  incident  on  the  paper.  The  paper 
is  now  removed  and  a  reading  taken  of  the 
wall  surface.  We  have  already  determined 
the  coefficient  of  reflection  of  the  blotting 
paper,  and  the  following  proportion  applies: 
Reading  on  blotting  paper  is  to  the  coeffi- 
cient of  reflection  of  blotting  paper  as  reading 
on  wall  is  to  coefficient  of  reflection  of  wall. 

If  the  surface  to  be  tested  is  polished  or  has 
a  considerable  element  of  specular  reflection, 
the  detemiination  of  the  coefficient  is  more 
complex,  and  several  readings  at  different 
angles  should  be  taken  to  insure  a  fair  aver- 
age value. 

No  difficult  mathematical  equations  are 
involved  in  this  determination.  Simple 
readings  of  the  photometer  and  a  proportion 
are  all  that  is  necessary.  Example  calibra- 
tion: Magnesium  carbonate  block,  apparent 
foot-candles  10.5;  white  blotting  paper,  appar- 
ent foot-candles  9.1.    Then. 

1CK5_!2_1 

O.SS~  X 

Coefficient  of  reflection  of  blotting  paper  is 
7G  per  cent. 

Test  of  wall  surface:  Apparent  foot-candles, 
white  blotting  paper  in  place,  3.7;  apparent 
foot-candles  of  wall,  blotting  paper  removed, 
2.6.     Then 

3J^2X) 

.76      X 
Coefficient  of  reflection  of   wall  is   therefore 
53  per  cent. 


Coefficient  of  Reflection  (Reflection  Factors) 

The  following  table  indicates  in  general  the 
amount  of  light  reflected  by  the  different 
colors.  It  will  be  noted  that  there  is  a  con- 
siderable variation  in  percentage  for  any 
particular  color.  This  is  necessary,  as  we  do 
not  have  any  means  of  specifying  the  exact 
shade  or  tint  of  the  various  colors.  The 
figures  presented  are  the  result  of  a  consider- 
able number  of  tests  by  different  authorities 
and  are  representative  average  values.  We 
believe  them  to  be  fairly  typical  within 
reasonable  limits. 


Color 


White — new 

White— old 

Cream 

Buff 

Ivory 

Gray 

Light  green 

Dark  green 

Light  blue 

Pink 

Dark  red 

Yellow 

Dark  tan 

Natural  wood  brown  stain 
Light  wood  varnish 


Percentage  of 
Light  Reflected 


74  to  80 

67  to  76 
56  to  72 
44  to  59 
66  to  70 
15  to  57* 
4:5  to  67 
10  to  22 

31  to  55 

32  to  55 
12  to  27 
55  to  67 
27  to  41 
15  to  26 
38  to  44 


*  Grays  vary  remarkably,  depending  on  the  way  they  are 
prepared.  A  gray  made  by  mixing  lamp  black  with  white  paint 
has  a  low  co-efficient  of  reflection.  A  gray  made  by  mixing  red 
and  green  paint  with  white  base  has  a  relatively  high  co-efii- 
cicnt  of  reflection.     It  is  known  as  a  warm  gray. 


BIBLIOGRAPHY 

Effects  of  Reflection  from  Floors.     J.  R.  Cravath,  Electrical 
World,  October  28.  1911. 

Reflection  Co-efficients.     Paul  Bouder,  I.  E.  S.  Transactions, 
Vol.  6.  p.  85. 

Determining  the  Reflecting  Power  of  Opaque  Bodies.     P.  G. 
Nutting,  I.  E.  S.  Transactions.  Vol.  7,  p.  412. 

Reflecting    Properties    of    Painted    Interior    Walls.      C.    W. 
Jordan,  I.  E.  S.  Transactions,  Vol.  7.  p.  529. 

Influence   of   Colored   Surroundings  on   the   Color   of   Useful 
Light.     M.  L.  Luckiesh,  I.  E.  S.  Transactions.  Vol.  8,  p.  62. 

Reflection    from    Painted    Surfaces.      Louis    Bell,    Electrical 
World,  Jan.  22,  1915. 

Air  Shaft  Illumination  as  Studied  by  Models.     C.  H.  Sharp, 
I.  E.  S.  Transactions.  Vol.  9,  p.  598. 

Report  of  Committee  on  Glare — Diffusing  Media  VI  Interior 
Furnishings,  I.  E.  S.  Transactions,  Vol.  10,  p.  397. 

The  Light  Reflecting  Values  of  White  and  Colored  Paints. 
W.  S.  Gardner,  Journal  Franklin  Institute,  January,  1916. 

Effect  of  Interior  Colors  and  Finishes  Upon  the  Lighting  of 
Rooms.     S.  G.  Hibben,  Electric  Journal.  July.  1916. 

Measurement  of  Reflection  Factors.      M.  Luckiesh.  Electrical 
World.  May  19,  1917. 

Effect  of  Wall  Colors  on  Lighting  Requirements.     Electrical 
World,  Aug.  16.  1919. 


214     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  3 


Short-circuit  Tests  on  a  10,000-kv-a. 
Turbine  Alternator 

By  E.  S.  Hexningse.x 

Alternating-current  Engineering  Department,  General  Electric  Company 

The  series  of  tests  described  in  this  article  were  made  for  the  purpose  of  rounding  out  the  data  that  has 
been  compiled  on  the  behavior  of  alternators  under  short  circuit.  The  performance  of  definite  pole  machines 
under  short  circuit  had  previously  been  analyzed  by  means  of  extensive  tests,  but  the  characteristics  of  the 
alternator  with  smooth  core  rotor  were  not  so  well  known.  The  tests  were  carefully  conducted  under  numerous 
conditions  of  short  circuit,  with  various  arrangements  of  reactors  in  circuit  and  with  no  reactors  in  circuit.  Special 
precaution  was  taken  to  eliminate  errors  and  meter  readings  were  taken  as  a  check  on  oscillograph  records.  The 
results  of  tests  are  shown  in  tabular  form  and  by  means  of  curves  plotted  from  the  table  values.  The  deduc- 
tions that  may  be  drawn  from  this  series  of  tests  are  stated  in  a  series  of  concluding  paragraphs. — Editor. 

The  question  of  predicting  the  amount  of 
current  that  will  flow  when  an  alternator  is 
short  circuited  under  various  conditions  has 
been  widely  discussed,  partictilarly  in  the 
past  few  years.  Although  not  a  new  problem 
at  all,  its  importance  has  increased  ■udth  the 
increase  in  size  of  central  stations  and  trans- 
mission systems.  While  the  theory  under- 
h'ing  the  phenomena  of  short  circuits  is  now 
well  established,  the  weight  to  be  given 
certain  factors  in  the  theory  can  be  deter- 
mined only  by  actual  tests  on  a  variety  of 
types  of  machines  under  different  conditions 
of  load,  voltage,  etc.     As  there  seems  to  be 


phase  synchronous  impedance  87.5  per  cent. 
For  the  tests  with  external  reactance  in  the 
circuit,  standard  current  I'miting  reactors 
were  used,  Fig.  1.  These  were  wound  with 
270  turns  of  copper  wire  in  eighteen  layers 
of  fifteen  turns  per  layer.  The  resistance  of 
each  reactor  was  0.292  ohms  and  the  ohmic 
impedance  as  obtained  from  an  average  of 
some  fifty  volt-ampere  readings  was  4.96 
ohms,  which  corresponds  to  49.6  per  cent 
reactance  three-phase  and  28.7  per  cent 
single-phase  on  the  basis  of  the  generator. 

Three  oscillographs  were  used  in  the  test: 
one  to  record  the  three  currents,  another  the 


\B^^^^,.3  ^.#^%A5_< 


t 


Fig.    1.     Group   of   Current   Limiting    Reactors    Arranged    for  Three-phase  Operation 


less  accurate  data  on  large  turbine  alternators 
than  on  definite  pole  machines,  an  elaborate 
series  of  short-circuit  tests  were  made  some 
time  ago  on  a  10,00()-kv-a.,  lO.OOO-volt, 
2400-r.p.m.  turbine-driven  altcrnalor  installed 
in  the  power  house  of  the  Schenectady  Works 
of  the  General  Electric  Company.  The 
results  of  this  test  are  briefly  described  in 
this  article. 

The  armature  leakage  reactance  of  this 
generator  as  calculated  from  saturation  and 
synchronous  impedance  curves  was  12..)  per 
cent.  The  three-phase  synchronous  imped- 
ance from  test  was  130.2  per  cent  and  single- 


three  voltages  and  the  third  the  field  current 
and  voltage  and  the  voltage  across  one  ex- 
ternal reactor.  The  voltages  were  read  from 
the  secondaries  of  potential  transformers, 
but  the  currents  were  read  by  means  of  direct- 
current  shunts  instead  of  current  trans- 
formers, so  that  no  distortion  or  inductance 
due  to  transformers  would  be  recorded  on 
the  films. 

Saturation  and  synchronous  impedance 
tests  were  made  and  are  recorded  in  Fig.  2. 
The  short -circuit  tests  were  made  as  follows: 

Starting  with  initial  conditions  of  5000 
volts,    10,000   volts   and    12.000   volts   oiwn 


SHORT-CIRCUIT  TESTS  ON  A  10,000-KV-A.  TURBINE  ALTERNATOR  215 


circuit,  the  generator  was  short-circuited 
three-phase  with,  first,  one  reactor  in  each 
leg;  second,  two  reactors  in  parallel  in  each 
leg;  third,  three  reactors  in  parallel  in  each 
leg,  and  fourth,  four  reactors  in  parallel  in 
each  leg.  Fig.  3  shows  the  connection 
employed  for  one  reactor  in  each  leg. 

These  same  tests  were  then  repeated  for 
single-phase  short  circuits  at  the  same  volt- 
ages and  various  numbers  of  reactors  in  the 
line.  Fig.  4  shows  the  connections  for  the 
one  reactor  test. 

An  automatic  voltage  regulator  was  then 
wired  in  and  the  10. 000- volt  condition  for 
all  the  foregoing  tests  was  repeated.  These 
tests  represent  as  nearly  as  possible  the  actual 
operating  conditions  when  the  generator  is 
being  regulated.  On  these  tests  records 
were  also  obtained  showing  how  rapidly  the 
regulator  opened  and  closed  and  how  soon 
after  the  short  circuit  came  on  the  regulator 
contacts  closed  to  put  full  field  on  the  exciter. 

Short  circuits  were  made  under  10,000  and 
12,000  volts  full  load  zero  power-factor,  the 
load  being  obtained  by  means  of  reactors  in 
series.  These  tests  were  made  with  and 
without  external  reactance.  Figs.  5  and  6. 

The  generator  was  dead  short-circuited  at 
the  three  voltages  with  zero  reactance  in  the 

MOOO 
13000 
12000 
11000 
10000 
^    9000 

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7000 


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§  5000 
4000 
3000 
ZOOO 
1000 


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Arriperea  Field 

Fig.    2.     Saturation    and    Synchronous    Impedance    Curve    on 

10,000-kv-a.,    10-000-volt     Alternating    Current    Generator, 

with  and  without  current  limiting    reactor  in  circuit 

line  and  also  dead  short  circuits  were  thrown 
on  when  the  machine  was  carrying  practi- 
cally full  load  unity  power-factor.  Figs.  5 
and  6. 

The  oscillograph  films  were  run  at  a  speed 
that  would  allow  a  record  of  the  phenomena 


from  approximately  one  second  before  the 
short  circuit  came  on  to  about  eight  seconds 
afterward.  Meter  readings  were  also  taken 
as  a  check  on  the  oscillograph  records. 
More  than  1.50  oscillograms  were  taken 
and   therefore  it  is  not  practical  to  include 


Reactor  , 


vwv — ' 


30  5C 
With  Reactors 

Fig.  3.     Three-phase  Short 
Circuit  on  A-C.  Gener- 
ators with  Reactors 
in   Each  Phase 


Reactor  , 
^/W — ' 


10SC-1  Reactor 


Fig.  4.     Single-phase  Short 
Circuit  with  One  Re- 
actor in  Circuit 


copies  of  the  films  in  this  article.  Figs.  7 
and  8,  however,  are  typical  of  the  current 
records.  Fig.  S  is  particularly  interesting  in 
that  it  shows  the  operation  of  the  automatic 
voltage  regulator  contacts  controlling  the 
current  in  the  exciter  field.  One  vibrator  of 
the  oscillograph  was  connected  in  series  with 
the  regulator  contact  for  the  purpose  of 
observing  how  quickly,  after  the  short  cir- 
cuit came  on,  the  contacts  would  close.  As 
shown,  the  action  is  very  rapid. 

It  was  not  considered  necessary  to   take 
into  account  the  resistance  of  the  armature 


^ 


To  Zero  or  Un/'ti/ 

Power- Factor  Load 


3(SSC- Under  Load 

Fig.  5.     Three-phase'Short  Circuit,  No  Reactors 


-  To  Zero  Unity 
Power-Factor  L  oad 


J0  5(:  {With  Reactors) 
Under  Full  Load 

Fig.  6.      Three-phase  Short  Circuit  with  Reactor  in  Each  Phase 

circuits  in  calculating  the  results  because 
from  test  the  reactance  and  impedance  were 
practically  identical.  Likewise  the  spacing 
of  the  reactors  (approximately  four  feet 
between  centers)  was  considered  sufficient 
to  disregard  any  eftect  of  mutual  inductance 
between  them. 

Measurements  were  made  of  the  current 
films  on  the  basis  of  a  symmetrical  current. 
Lines  were  drawn  through  the  tops  and 
bottoms  of  the  current  waves  and  the  instan- 


216     March,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  -.i 


taneous  values  obtained  by  measuring  the 
distance  between  these  lines,  and  dividing 
by  two  times  the  square  root  of  two  to  obtain 
the  effective  symmetrical  current.*  Readings 
were  taken  at  the  following  points:  the 
instant    the    short    circuit    occurred,    which 


Fig.  7.      OsciUogram  of  3-phase  Short  Circuit. 
Reactor  in  each  phase 

assumes  that  the  current  could  rise  instantly 
and  is  the  value  used  as  the  instantaneous 
short  circuit  current;  the  first  peak;  second 
peak;  fourth,  eighth,  twentieth,  fortieth  and 
eightieth  cycles;  the  point  where  the  current 
waves  become  symmetrical;  and  the  sus- 
tained value.  The  duration  of  the  armature 
and  field  transients,  and  the  time  from  zero 
to  the  first  peak  were  also  recorded.  The 
duration  of  the  armature  transient  was  also 


Particular  attention  was  given  to  the 
elimination  of  errors  and  all  precautions 
were  taken  to  obtain  as  consistent  results  as 
possible.  Meter  readings  were  taken  as  a 
check  on  the  oscillograms  just  before  the 
short  circuit  was  thrown  on,  and  as  soon  after 
as  conditions  again  were  steady.  The  meter 
readings  are  a  little  more  consistent  than  the 
values  obtained  from  the  oscillograms;  and 
while  many  of  the  oscillograph  records  are 
within  one  to  two  per  cent  yet,  in  the  aggre- 
gate, it  is  believed  that  the  error  in  the  values 
at  the  instant  of  short  circuit  are  of  the  nature 
of  five  per  cent.  However,  for  practical 
considerations  this  is  negligible.  In  reading 
sustained  values  from  the  films,  the  amplitude 
of  the  waves  is  so  small  that  these  readings 
are  not  closer  than  ten  to  twenty  per  cent; 
but  for  all  sustained  conditions,  synchronous 
impedance  curves  were  taken  using  standard 
meters. 

Table  I  gives  a  summary  of  results  of  a 
few  of  the  oscillograms  taken.  The  values  of 
voltage  and  current  given  are  effective  values. 
The  meter  readings  recorded  were  taken  just 
before  the  short  circuit  came  on,  and  after 
sustained  conditions  were  reached,  as  a 
check  on  the  values  obtained  from  the 
oscillograms.  The  calculated  values  of  react- 
ance do  not  include  the  field  leakage  reactance 
which  must  be  included  to  obtain  the  true 
value  of  the  transient  reactance  limiting  the 


Fig,    8.     Single-phase  Short  Circuit,    Alternator  Controlled   by   Automatic  Regulator.    Lower 
curve  shows  the  rapidity  with  which  regulator  contacts  close  to  increase  excitation 


found  from  the  field  current  film,  using  the 
arbitrary  rule  of  taking  the  number  of  cycles 
from  the  instant  of  short-circuit  until  the 
ripples  in  the  field  current  show  an  amplitude 
equal  to  twice  (api)n)ximately)  the  thickness 
of  the  light  line  as  the  duration  of  the  arma- 
ture transient. 


•"Analysis  of  Short-circuit  Oscillograms."  by  O.  E.  Shirley. 
General  Electric  Rkview.  Feb..  1917.  page  121. 


current  at  short  circuit.  However,  the  field 
leakage  reactance  on  this  machine  is  very 
low. 

The  values  of  transient  reactance  obtained 
from  these  tests  are  tabulated  in  TaVilo  II. 
Where  duplicate  tests  showed  varying  values 
of  reactance,  the  several  values  obtained  arc 
given  .so  that  the  accuracy  of  the  results  may 
be  judged. 


SHORT-CIRCUIT  TESTS  ON  A  10,000-KV-A.  TURBINE  ALTERNATOR 


211 


TABLE  I 


Per  Cent 

External  Reactance 

VOLTS  AT  TIME  OF 
SHORT  CIRCUIT 

FIELD 

AMPS. 

.  at 

U   V     ■ 

<B(0 

c  c 

PS 

Duration  Arm. 
Transient,  Cycles 

Duration  Field 
Transient,  Cycles 

SUSTAINED 
.AMPERES 

Test 

j3 

0. 

oo; 

So! 

1 
|« 

o.E 
■11 

o<2 

^  C 

|S 

SoS 

c, 

a? 

o.S 
"  ft) 

o« 

1 

0 

10040 

10200 

180.6 

180 

4320 

12.5 

13.4 

21 

135 

440 

466 

2 

12.4 

10000 

10380 

180.6 

171.5 

2160 

24.9 

26.8 

17 

230 

410 

435 

3 

16.5 

10020 

10150 

181.8 

182.7 

1820 

29.0 

31.8 

18 

220 

412 

404 

4 

24.8 

10000 

10000 

183.6 

181 

1390 

37.3 

41.6 

16 

202 

428 

448 

5 

49.6 

10000 

10000 

182.4 

183.8 

842 

62.1 

68.5 

11 

310 

339 

336 

6 

0 

10000 

9920 

281 

351 

3780 

15.3 

23 

81 

772 

820 

7 

0 

10030 

9900 

315 

430 

4760 

11.1 

12.1 

24 

110 

1060 

1180 

8 

49.6 

10000 

9970 

92.8 

90 

980 

61.20 

59 

13 

612 

570 

9 

12.4 

10000 

9910 

183.3 

173 

2040 

24.9 

28.4 

18 

952 

1060 

10 

49.6 

10000 

9960 

154.5 

826 

62.1 

70 

11 

928 

883 

11 

0 

10000 

10000 

312.5 

337.4 

4420 

13.1 

27 

155 

575 

776 

12 

0 

9360 

9260 

291.5 

293 

3630 

15.9 

24 

110 

760 

13 

0 

12000 

12100 

246.3 

227 

5280 

10.4 

10.95 

21 

107 

616 

683 

14 

41.4 

12000 

12040 

222.3 

250 

965 

51.8 

59.8 

12 

200 

466 

451 

15 

0 

11680 

11680 

261.6 

5760 

9.3 

10.0 

22 

90 

1480 

1442 

16 

41.4 

11980 

11890 

1118 

51.0 

51.9 

9 

205 

820 

800 

17 

0 

5020 

5090 

80.8 

3510 

25 

38.2 

24 

135 

262 

18 

99.2 

5000 

4980 

83.7 

83 

412 

124.2 

140 

12 

340 

152 

152 

19 

7.2 

10000 

lOIOO 

181.8 

178.8 

2370 

19.7 

24.4 

15 

216 

652 

661 

20 

9.6 

10000 

9940 

183.6 

182 

2300 

22.1 

25.1 

16 

221 

620 

656 

21 

14.35 

10030 

10050 

179.7 

169 

1760 

26.85 

32.8 

205 

600 

614 

22 

28.7 

10000 

10110 

188.4 

1230 

41.2 

47 

9 

250 

552 

552 

23 

23.9 

12020 

12000 

225 

247 

1460 

34.3 

39.6 

222 

784 

704 

24 

28.7 

5000 

5100 

84 

77.4 

895 

53  7 

64.6 

11 

230 

260 

307 

Tests  1,  2,  3.  4,  5,  13,  14,  17,  18.     3<t>  short  circuit,  no  load,  no  voltage  regulator. 
Tests  9,  10.     3<^  short  circuit,  no  load,  with  voltage  regulator. 
Tests  6,  11,  12.     3<^  short  circuit,  1.0  p-f.  full  load,  no  voltage  regulator. 
Tests  7,  8.  15,  16.     3<^  short,  circuit  0.  p-f.  full  load,  no  voltage  regulator. 
Tests  18,  19,  20.  21,  22,  23,  24.     10  short  circuit,  no  load,  no  voltage  regulator. 


TABLE  II 

PER  CENT   REACTANCE  OF  GENERATOR  FROM  SHORT-CIRCUIT   TEST 


THREE-PHASE 

SINGLE-PHASE 

Ohms 
External 

No-load 

Full-load 

No-load 

React- 
ance 

10000 
Volts 

12000                 .5000 
Volts                 Volts 

OP-F. 
12000 
Volts 

OP-F. 
10000 
Volts 

1.0  P-F. 
10000 
Volts 

10000               12000 
Volts                Volts 

.5000 
Volts 

0 
1.24 

1.65 

2.48 
4.96 

13.4 

16  0 
16.0 
14.4 
17.4 
15.3 
16.5 
14.8 
16.0 
16.8 
18.9 
20.4 

10.25 
10.95 
13.2 
12.7 

12.9 
13.3 

14.0 

18.4 

38.2 
29.4 

38 

39.4 
39.8 

10 
10.5 

12.1 

14.5 
9.4 

15.3 
15.9 

17.0 
17.2 

15.4 
17.5 

18.3 
18  4 
18.3 
18.3 

15.7 
15.7 
16.5 

35.9 

42,5 
45.5 

21S     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  3 


Values  of  currents  at  ^"arious  interA-als  of 
time  from  the  instant  of  short  circuit  were 
scaled  off  and  are  plotted  in  Fig.  9  without 
the  automatic  voltage  regulator  and  in  Fig. 
10  with  the  automatic  voltage  regulator  con- 
nected in. 

DISCUSSION  OF   RESULTS  OBTAINED 
FROM  THE  TESTS 

Sustained  Short-circuit  Current 

In  speaking  of  instantaneous  short-circuit 
current  it  is  common  practice  to  refer  to 
per  cent  leakage  reactance  as  it  is  generally 
understood  what  is  meant.  There  is,  how- 
ever, more  or  less  confusion  when  speaking 


is  the  field  current  required  to  force  normal 
current  through  the  synchronous  impedance 
of  the  machine,  and  Fe  the  field  current  to 
give  normal  voltage,  assuming  the  saturation 
ciu-ve  to  be  a  straight  Hne,  then  the  per  cent 
synchronous  impedance  is  Fj-t-Fe.  The 
value  of  Fe  must  also  be  given  when  specify- 
ing per  cent  sustained  reactance  in  order  that 
correction  may  be  made  for  whatever  field 
current  is  being  held  on  short  circuit,  since 
the  sustained  current  will  be  directly  pro- 
portional to  the  field  current.  By  using  this 
\alue  of  per  cent  S}-nchronous  reactance, 
e.Kternal  reactance  expressed  in  per  cent  may 
be  added  directlv  to  the  generator  reactance 


7.6 

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seconds  fromJnstontofSfwrt  Circwt 

Fig.   9.      Three-phase  Short  Circuit   Test   at   10,000  Volts,   no 

Regulator.     Curves  show  values  of  armature  current   from 

the  instant  of  short  circuit  until  sustained  values  arc 

reached 


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Seconds  tromln:tant  of  snort  Circuit 

Fig.  10.     Tests  Made  at  lO.OOOvolt.  Three-phase,  with  External 

Reactance,  with  and  Without  Automatic  Voltage  Regulators. 

Curves  show  values  of  armature  ciirrent  from  instant  of 

short   circuit    until   sustained   values   are   reached 


of  the  synchronous  reactance  that  limits  the 
sustained  value  of  short-circuit  current.  In 
order  to  have  as  logical  a  means  of  expressing 
synchronous  reactance  as  there  is  for  dealing 
with  leakage  reactance,  Mr.  R.  E.  Doherty 
has  proposed  that  the  voltage  consumed  by 
the  synchronous  reactance  be  exjjressed  as  a 
percentage  of  the  normal  open-circuit  voltage. 
Since  the  actual  flux  in  the  machine  under 
normal  sustained  short-circuit  current  is 
only  from  five  to  forty  per  cent  of  the  flux 
at  normal  voltage,  saturation  need  not  be 
considered.     In  other  words,  if  /'"/  in  Fig.  1 1 


and  the  sustained  short-circuit  current  cal- 
culated. For  example,  in  Fig.  2  the  field 
current  for  normal  voltage  no  load  with 
straight  line  saturation  is  175  amperes;  that 
required  to  give  normal  current  on  syn- 
chronous impedance  test  is  228  am(>eres. 
Hence  the  per  cent  synchronous  or  sustained 
reactance  is  (22S-^  17."i)  X  100=  130.2  per  cent 
at  175  amperes  field.  The  per  cent  reactance 
of  one  reactor  is  4Jl.(i.  Therefore  with  one 
reactor  in  each  phase  the  total  sustained 
reactance  is  13().2-|-40.(i  =  17!t.S  per  ont  at 
175  amperes   field,  and    with    this   vaule    of 


SHORT-CIRCUIT  TESTS  ON  A  10,nnO-KV-A.  TURBINE  ALTERNATOR 


219 


field  current  the  sustained  short-circuit  cur- 
rent would  be  (100-Hl7it.S)X.57S  (normal 
current  of  the  generator  is  o7S)  =321  amperes. 
Reference  to  the  test  results  in  Fig.  2  shows 
that  exactly  this  value  was  obtained.  At 
any  other  value  of  field  current   (until  sat- 


F/e/(^/lmperes 

uration  is  approached)  say  ¥c.  amperes,  the 
sustained  value  would  be  (F^-H  175)  X321 
amperes.  Table  III  shows  how  closely  the 
test  values  check  the  amperes  calculated  by 
this  percentage  method. 

The  prediction  therefore  of  the  sustained 
short-circuit  current  of  a  generator  is  a  simple 
matter  when  all  phases  are  short-circuited. 
It  can  be  determined  of  course  from  the  syn- 
chronous imepdance  curve,  or  can  be  cal- 
culated on  a  new  design  on  which  no  test  data 
are  available,  with  the  same  degree  of  accuracy 
that  the  saturation  curve  is  predicted.  How- 
ever, the  sustained  current  that  results  when 
a  polyphase  machine  is  short-circuited  single- 
phase  is  not  so  easily  calculated.    The  single- 


])hase  armature  reaction,  pulsating  from  zero 
to  s/'UNI,  where  /  is  the  armature  current  and 
A'  the  armature  series  turns  per  phase,  is  op- 
posed by  the  field  current  and  also  by  the  eddy 
currents  induced  in  the  pole-pieces,  damper 
windings,  etc.,  which  are  most  difficult  of 
calculation.  In  most  cases  it  matters  little 
whether  we  can  calculate  this,  since  a  single- 
phase  synchronous  impedance  test  will  give 
the  necessary  data  and  is  easily  made. 

Instantaneous  Short-circuit  Current 

.4;  Normal  Voltage  No  Load  Zero  External 
Reactance 
The  almost  universal  method  of  calculating 
the  initial  short-circuit  current  of  a  generator 
is  as  follows:  Calculate,  estimate,  or  obtain 
from  the  saturation  and  synchronous  im- 
pedance tests  the  per  cent  leakage  reactance 
of  the  generator.  The  instantaneous  sym- 
metrical short-circuit  current  will  then  be 
approximately  100  divided  by  the  per  cent 
reactance,  times  the  normal  current.  The 
total  current  with  the  wave  completely  ofi^set 
may  be  two  times  the  above  value.  This  of 
course  neglects  the  field  reactance,  but  so  far 
as  present  tests  have  detennined  it  does  not 
seem  necessar\'  to  add  the  field  leakage 
reactance  of  modern  turbine  generators  to 
the  armature  leakage  reactance  in  the  deter- 
mination of  the  transient  reactance  limiting 
the  current  on  instantaneous  short  circuit. 
This  is  not  the  case  with  definite  pole  machines 
where  the  field  leakage  reactance  may  be 
from  30  to  60  per  cent  of  the  value  of  the 
armature  leakage  reactance.* 

.4/  Other  Voltages 

It  is  of  course  well  known  that  at  voltages 
higher  than  normal  the  per  cent  reactance 
limiting  the  instantaneous  short-circuit  cur- 


TABLE  III 


PER  CENT  REACTANCE 

SUSTAINED 
SHORT-CIRCUIT  CURRENT 

Generator 

External 

Total 

Calculated 

Test 

3  phase,  1  reactor 

130.2 

130.2 
130.2 
130.2 
87.5 
87.5 
87.5 
87.5 

49.6 
24.8 
16.5 
12.4 
28.7 
14.3 
9.6 
7.2 

179.8 
155.0 
146.7 
142.6 
116.2 
101.8 
97.1 
94.7 

321 
372 
394 
405 
497 
568 
594 
611 

321 

3-phase,  2  reactors 

370 

390 

3-phase,  4  reactors       

403 

1 -phase,  1  reactor 

1 -phase,  2  reactors                 .  .  . 

504 
568 

1  -phase  3  reactors 

593 

625 

■Reactance  of  Synchronous  Machines  and  Its  Applications,"  by  R.  E.  Doherty  and  O.  E.  Shirley,  Proc,  A.I.E.E..  June.  1918. 


220     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


rent  decreases,  and  that  it  increases  at  lower 
than  normal  voltage.  Furthermore,  as  a 
general  rule,  the  reactance  at  half  voltage  is 
higher  in  proportion  to  the  reactance  at 
normal  voltage  on  turbine  generators  than  on 
definite  pole  machines.  However,  basing 
conclusions  on  all  the  data  available,  it  does 
not  appear  that  any  great  error  will  be  intro- 
duced if  between  50  and  120  per  cent  of 
normal  voltage  the  per  cent  reactance  at 
normal  voltage  is  assumed  to  vary  in  inverse 
proportion  to  the  terminal  voltage.  Prac- 
tically, of  course,  machines  are  seldom 
operated  at  other  than  normal  voltage,  con- 
sequently approximations  are  sufficient  for 
these  conditions. 

With  External  Reactance 

External  reactance  has  the  same  effect  as 
partial  voltage  in  increasing  the  apparent 
reactance.  The  reason  for  this  is  that  since 
part  of  the  voltage  is  consumed  outside  of  the 
generator,  the  reactive  voltage  within  the 
machine  must  counterbalance  only  a  part  of 
the  total  voltage.  Due  to  the  decrease  in 
saturation  accompanying  the  low  voltage, 
proportionately  less  current  through  the  in- 
ternal reactance  is  required  to  generate  a 
reactive  voltage  equal  to  the  partial  voltage. 
Placing  an  external  reactance  of  value  equal 
to  the  internal  reactance  of  the  machine  in 
circuit  when  short  circuiting  has  the  effect 
of  increasing  the  generator  reactance  from 
ten  to  thirty  per  cent  or  increasing  the  total 
reactance  from  five  to  fifteen  per  cent.  Since 
in  practice  the  external  reactance  is  seldom  if 
ever  more  than  the  internal  reactance  of  the 
generator,  it  does  not  seem  that  any  correction 
for  this  increase  in  reactance  is  necessary. 

Under  Load  Conditions 

When  a  generator  is  o])erating  under  full 
load,  the  flux  in  the  machine  is  that  necessary 
to  maintain  normal  voltage  plus  the  reactive 
flux  due  to  normal  current  flowing  in  the 
armature  windings  added  in  the  proper 
phase  relation.  This  reactive  flux  is  .v  per 
cent  of  the  normal  flux  where  x  is  the 
armature  leakage  reactance  of  the  armature. 
At  zero  power-factor,  these  two  fluxes  arc  in 
phase  and  at  unity  power-factor  at  right 
angles  to  each  other.  Since  on  short  circuit 
there  must  be  enough  current  in  the  armature 
to  maintain  the  total  flux  that  existed  in  the 
machine  prior  to  short  circuit,  and  since 
normal  current  in  the  armature  will  cause 
X  per  cent  of  normal  flux  to  flow  in  the  leakage 
paths,  it  follows  that  on  sudden  short  circuit 


under  full  load  zero  power-factor  the  initial 
current  will  be  I  —  + 1  1  times  normal  and 

on  full  load  unity  power-factory, 


m 


times  normal  current .  The  tests  made  on  open 
circuit  and  on  full  load  zero  power  factor  con- 
firm the  above  theory.  It  is  not  known  why 
the  tests  at  unity  power  factor  full  load  do  not 
check  unless  it  is  due  to  an  error  in  test. 

On  Single  Phase 

The  single-phase  tests  agree  with  those 
made  on  other  machines  showing  that  the 
reactance  limiting  a  single-phase  short  circuit 
is  somewhat  higher  than  the  corresponding 
three-phase  reactance.  The  difference,  how- 
ever, is  small  and  may  just  as  well  be  due 
to  inaccuracies  in  the  results  as  to  any  actual 
difference.  There  seems  to  be  no  reason  why 
it  should  be  different  except  that  there  may 
be  some  slight  effect  of  mutual  reactance 
between  phase  belts  in  the  one  case  that  is 
not  present  to  the  same  extent  in  the  other. 

Effect  of  Automatic  Voltage  Regulator 

In  this  particular  case,  the  automatic 
voltage  regulator  had  no  effect  on  the  short- 
circuit  current  until  one  quarter  of  a  second 
after  the  short-circuiting  switch  was  closed. 
This  time  was  the  same  for  various  amounts 
of  external  reactance  also.  Oscillograph 
records  were  taken  which  show  the  action  of 
the  contacts  of  the  regulator;  Fig.  S  shows 
one  of  these  records.  Full  field  was  put  on 
the  exciter  in  approximately  one  and  three 
quarter  seconds  and  the  generator  current 
reached  its  sustained  value  in  from  three  and 
one  half  to  five  and  one  half  seconds. 

CONCLUSIONS 

While  there  is  not  yet  enough  data  at  hand 
to  decide  finally  the  various  points  brought 
out  in  these  tests,  yet  the  following  con- 
clusions are  apparently  well  established. 

I.  Within  all  i)ractical  accuracy  the  effec- 
tive symmetrical  initial  short-circuit  current 
/  (effective  amperes)  of  a  turbine  generator 
equals : 

(a)  1  = X/n  on  no-load  normal  voltage 

with  no  external  reactance. 

(6)  /  = — ; Xin  on  no-load  normal  volt- 

X,  X  -r, 

age  with  external  reactance. 

(c)  /  =  I h  1  I/k  on  full-load  zero  power- 


<V-)' 


factor  and  with  no  external  reactance. 


SHORT-CIRCUIT  TESTS  ON  A   10.000-KV-A.  TURBINE  ALTERNATOR 


221 


(d)  I  =  (     '""     +lV"   on   full-load 


zero 


power-factor  and  with  external  reactance. 


w  /= 


1/1  GOV 


-|-(1)-   on  full-load  unity 


power-factor  with  no  external  reactance 
where 

£  =  normal  voltage  per  phase  of  the  gen- 
erator 

/„  =  normal  current  per  pliase  of  the  gen- 
erator 

A'(.  =  per  cent  external  reactance 

_ohms  external  reactance  X  /nXlOO 
~  E 

A'j  =  per   cent    transient   reactance   of   the 
generator. 

II.  Percentage  synchronous  reactance  A'^ 
of  the  generator  equals: 

As=  =;-X  100  per  cent  at  Fr  amperes, 
Fe 

where 

/^/  =  field  current  required  to  give  normal 
current  on  synchronous  impedance  tests,  and 
F£  =  field  current  no-load  normal  voltage 
assuming  a  straiglu  line  saturation  (i.e.,  air 
gap  ainperes).  Then  the  sustained  short- 
circuit  current  with  external  reactance  and 
Fv;  amperes  field  is  /.s 


Is  —  — i —  y(.i  ny^  7^~ 

Xs  +  Xt  rE 

That  is,  external  reactance  is  added  directly  to 
the  internal  reactance  of  the  generator  in  the 
same  way  as  for  the  instantaneous  values. 

III.  It  is  close  enough  for  practical 
purposes  to  consider  that  the  per  cent  leak- 
age reactance  varies  inversely  with  the 
voltage. 

IV.  As  far  as  the  first  quarter  second 
after  short  circuit  is  concerned,  it  makes  no 
difiference  whether  the  generator  is  regulated 
1)V  hand  or  by  means  of  an  automatic  voltage 
regulator. 

V.  Adding  external  reactance  in  a  gen- 
erator circuit  equal  to  the  internal  reactance 
of  the  machine  reduces  to  one  half  the  instan- 
taneous short-circuit  current.  At  the  end  of 
one  second,  however,  the  current  is  prac- 
tically the  same  whether  the  external  react- 
ance is  connected  in  or  not,  if  the  leakage 
reactance  of  the  machine  is  small  compared 
with  the  synchronous  reactance. 

VI.  All  of  the  foregoing  conclusions  apply 
to  definite  pole  generators  as  well  as  turbine 
generators  except  that  in  definite  pole  ma- 
chines it  is  very  essential  that  the  field  leakage 
reactance  be  included  in  the  transient  react- 
ance, while  on  this  machine,  neglecting  the 
field  reactance  did  not  introduce  any  appre- 
ciable error. 


222     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  3 


The  Engineer  Can  Do  More  About  It  Than 

Pay  and  Grin 

By  Calvert  Townley 
President,  American  Institute  of  Electrical  Engineers 

In  this  address,  which  was  prepared  for  presentation  to  the  Schenectady  Section  A.I.E.E.,  Mr.  Townley 
discusses  the  pressing  question  of  why  prices  are  high.  The  analysis  discloses  that  prices  are  high  because 
costs  are  high,  and  costs  are  high  largely  because  wages  have  increased.  The  whole  structure  of  costs  and 
wages  has  shaped  itself  according  to  the  law  of  supply  and  demand.  An  increasing  scarcity  of  materials  and 
labor  since  the  beginning  of  the  war,  first  in  Europe  and  then  in  this  country,  has  acted  to  bring  about  the 
vicious  circle  of  mounting  prices.  The  problem  of  greatest  moment  is  to  foresee  what  will  be  the  ultimate 
outcome  of  the  situation.  Will  prices  continue  at  their  present  level?  Will  they  rise  still  higher  or  descend 
to  their  pre-war  basis?  History  gives  us  a  precedent,  and  it  is  almost  certain  that  supply  wiU  eventually 
catch  up  with  demand,  and  if  prices  have  not  by  then  adjusted  themselves  gradually  and  orderlj'  they  will 
come  down  with  a  thump  which  will  be  heard  around  the  world.  The  engineer  can  do  much  to  prevent  the 
disaster  and  hardship  that  would  result  from  such  a  course  of  affairs. — Editor. 


The  purchase  prices  of  most  essentials — 
not  to  mention  luxtiries  of  life — are  now 
abnormally  high.  Can  the  engineer  do  any- 
thing abotit  it  except  pay  and  grin?  George 
F.  Swain  of  Boston,  says  that  the  engineer  is 
the  antithesis  of  the  idealist  and  that  the 
idealist  is  a  most  dangerous  individual.  The 
engineer  approaches  a  problem  with  an  open 
mind;  first  obtains  all  the  available  facts  and 
then  reaches  his  conclusion  and  bases  his 
action  on  those  facts.  The  idealist,  on  the 
contrary,  first  pictures  the  ideal  result  which 
he  would  like  to  obtain  and  then  proceeds 
to  make  his  facts  fit;  if  they  do  not,  so  much 
the  worse  for  the  facts. 

In  discussing  higher  prices,  let  me  see  if  I 
can  qualify  under  Professor  Swain's  definition 
of  an  engineer.  The  first  cjuestion  that  arises 
is,  "Why  are  prices  high?"  And  the  answer 
to  this  question  is  almost,  if  not  quite,  obvious. 
Prices  are  high  because  costs  are  high  and 
costs  are  high  because  wages  have  gone  up. 
Of  course  material  as  well  as  labor  goes  into 
cost,  but  material  in  the  last  analysis  is  very 
largely  labor,  because  coal,  iron,  copper, 
lumber  and  other  raw  materials  forming  the 
bulk  of  those  used  are  governed  as  to  their 
cost  by  the  wages  paid  to  produce  them.  It 
is  also  alleged,  and  with  reason,  that  prices  of 
some  commodities  are  higher  than  the  in- 
creased costs  justify  because  their  distributors 
have  taken  advantage  of  existing  conditions 
to  reap  abnormal  profits.  This  no  doubt  is 
so  to  a  limited  extent.  It  can  hardly  be 
claimed  to  be  true  in  general  and  certainly 
not  to  such  an  extent  as  to  disprove  the  state- 
ment that  prices  are  high  because  costs  are 
high. 

Following  the  analysis,  if  prices  are  high 
because  costs  are  high  and  costs  are  high 
because    wages    have     increased,    the    next 


question  is,  "Why  have  wages  increased  and 
in  what  way,  up  or  down,  may  wages  be  ex- 
pected to  change  in  the  future?"  We  have  all 
heard  much  about  the  "awakening"  of  labor 
and  its  determination  to  hereafter  demand  and 
obtain  a  greater  "share  in  the  reward  of  its 
products."  Our  recent  histor>-  is  not  lacking 
in  examples  of  efforts  on  the  part  of  workmen 
to  benefit  through  organization  and  collective 
bargaining,  efforts  crowned  with  no  mean 
measure  of  success;  but  of  catch  phrases  and 
slogans  it  perhaps  may  be  said  that  they  lack 
a  sufficiently  definite  meaning  to  be  inter- 
preted alike  by  all.  A  catch  phrase  can 
frequently  be  made  to  mean  whatever  its 
user  wants  it  to  mean  over  wide  limits.  Let 
us  therefore  adhere  to  a  tcnninology  of  which 
the  meaning  is  understood  by  all  and  which 
is  always  the  same. 

First  of  all,  what  do  we  mean  by  "labor" 
and  "capital'"  Perhaps  we  all  ought  to 
understand  what  these  words  mean,  but  do 
we?  If  we  say  that  "labor"  is  the  perform- 
ance of  manual  work  and  "  capital ' '  is  accimiu- 
lated  money,  it  can  be  pointed  out  that  many 
are  classed  with  labor  who  do  no  manual 
work,  while  a  large  number  have  accumulated 
money  who  are  not  capitalists.  Possibly  the 
walking  delegate's  definition  would  be  that  a 
laborer  is  one  who  works  all  the  time  for  pay 
but  never  has  any  money  and  a  capitalist 
is  one  who  has  money  all  the  time  but  never 
does  any  work.  Both  of  these  are  manifestly 
incorrect  definitions.  For  the  purpose  of 
avoiding  misleading  terms  perhaps  we  can 
dodge  the  issue  by  not  using  them  in  the 
l^resent  discussion  and  instead  of  referring 
to  capital  and  labor  speak  of  the  "employer" 
and  the  "employee"  although  even  then  it 
becomes  necessary  to  expand  the  term 
"employer"    to   include   not   only   him   who 


THE  ENGINEER  CAN  DO  MORE  ABOUT  IT  THAN  PAY  AND  GRIN         223 


pays  for  the  ser\-ices  of  others  with  his  own 
money  but  also  him  who  directs  the  work  of 
others  while  himself  employed,  and  also  to 
limit  the  term  "employee"  to  those  who  do 
not  direct  the  work  of  others. 

Is  there  any  good  reason  to  believe  that  a 
"new  order"  of  things  has  been  created  that 
the  working  man  or  employee  will  hereafter 
"demand"  and  what  is  more  to  the  point 
obtain  a  greater  share  of  the  reward  of  his 
labor,  and  that  therefore  wages  and  conse- 
quently the  cost  of  e\-er\-thing  into  which 
labor  enters  will  stay  up  and  may  even  go 
higher?  Has  there  been  anything  which 
may  properly  be  called  an  "awakening"  of 
labor?  The  only  evidence  that  I  can  find  to 
support  such  an  idea  is  the  undeniable  fact 
that  beginning  in  1914  the  employee  has 
demanded  and  has  obtained  a  greatly  in- 
creased wage,  and  of  course  we  know  it  is 
human  nature  to  get  all  we  are  able  and  to 
keep  it  if  we  can.  But  these  plain  facts  do 
not  prove  the  reasons  why.  The  working 
man  like  every  other  man  has  in  the  past 
always  wanted  all  he  could  get  and  human 
nature  today  has  neither  gained  nor  lost 
cupidity.  There  is  no  indication  of  a  "new 
order"  in  these  facts. 

It  is  conservative  to  look  for  ordinary  and 
natural  causes  before  evolving  new  theories, 
so  before  wondering  whether  there  is  or  is 
not  any  "new  order"  of  things,  suppose  we 
examine  the  old  order  and  see  what  would  be 
naturally  expected  under  it.  Before  the  war 
the  country  was  prosperous,  general  business 
was  good,  the  employees  if  not  contented 
and  happy  were  at  least  much  less  discon- 
tented and  unhappy  than  they  are  today, 
and  with  wages  very  much  lower  than  they 
now  receive.  Then  came  the  war.  The  men 
of  both  sides  threw  down  their  tools  and  took 
up  arms.  The  productive  capacity  of  every 
warring  nation  was  at  once  greatly  reduced, 
but  their  needs  were  not — they  were  greatly 
increased — and  naturally  the  United  States 
was  called  upon  to  help  supply  them.  We 
were  by  no  means  the  only,  but  we  were 
certainly  by  far  the  largest,  source  of  supply 
in  the  world  and  otir  productive  capacity 
was  immediately  speeded  up  to  meet  the  new 
and  unusual  demand  made  upon  it.  All  this 
was  natural,  ordinary,  and  logical  and  its 
analysis  so  simple  as  to  seem  very  obvious. 

Then  what  happened?  The  business  men 
of  this  country — the  employers — those  in 
command  of  industry  saw  their  chance.  They 
had,  if  not  exactly  a  monopoly  or  corner  in 
the  supply  market,  at  least  something  very 


like  it  and  they  promptly  took  advantage  of 
the  situation  and  boosted  their  prices. 
Higher  prices  for  export  to  Europe  soon 
reacted  to  cause  higher  prices  at  home  and 
the  complaint  of  profiteering  started  and 
spread.  It  reached  such  proportions  as  to 
influence  the  government,  and  action  was 
taken  to  curb  the  business  man's  cupidity 
and  make  him  loosen  up.  To  a  considerable 
extend  he  did  it;  sometimes  with  not  very 
good  grace,  but  nevertheless  as  a  class  he 
recognized  the  logic  of  events  and  acquiesced. 

Then  we  got  into  the  war  ourselves  and  we 
likewise  took  several  million  men  out  of  our 
shops  to  fight  and  in  turn  we  increased  our 
demand  for  manufactured  goods  and  de- 
creased our  productive  capacity.  You  will 
note  that  I  say  "productive  capacity"  not 
our  output.  That  our  actual  output  was 
greatly  increased  in  spite  of  the  reduction  in 
capacity  is  history  but  the  reasons  for  it 
were  impro\-ed  efficiency,  concentrated  effort, 
etc.,  and  do  not  contradict  nor  weaken  the 
preceding  statement.  Well — what  happened 
then?  Why  the  workman — the  employee — 
waked  up.  He  began  to  do  what  the  business 
man — the  employer — did  when  the  war 
began  and  which  caused  the  hue  and  cry 
against  profiteering.  He  saw  a  diminishing 
supply  of  men  and  an  ever  increasing  demand 
for  work  and  he  cornered  his  market.  He  put 
up  the  price  of  his  services  and  having  got 
the  new  price  easily  he  put  it  up  again  and 
so  on.  You  know  the  rest.  Now  all  this 
seems  to  be  natural,  simple,  logical,  and  so 
obvious  as  not  to  need  argument,  but  it  is  all 
based  not  on  any  "new  thought"  or  on  the 
"awakening  of  the  proletariat"  or  any  other 
new  ideas  or  theories  but  on  the  plain  old- 
fashioned,  simple  law  of  supply  and  demand, 
a  law  as  old  as  the  hills  and  just  as  immu- 
table. 

I  do  not  lose  sight  of  the  fact  that  the 
organization  of  labor  played  a  conspicuous 
part  in  bringing  about  increased  wages. 
Many  people  no  doubt  honestly  believe  that 
organization  did  it  all.  Well,  organization 
did  a  great  deal  of  course.  The  organization 
was  the  machine  tool  or  weapon  which  the 
employees  used  to  get  quicker  and  greater 
results.  It  is  pertinent  to  remember,  however, 
that  the  organization  of  workmen  is  not  new. 
They  have  been  organized  for  j^ears.  There 
is  no  essential  difference  between  the  way  in 
which  nor  the  extent  to  which  they  are 
organized  now,  and  what  they  have  been  for 
many  years  past.  And  ever  since  employees 
began  to  organize  they  have  been  trying  to 


224     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  3 


get  higher  wages  by  identically  the  same 
methods  they've  been  using  during  the  war 
period.  But  organization  never  before  ac- 
complished anything  like  the  results  which 
latterly  have  been  brought  about,  and  it  seems 
clear  therefore  that  we  must  seek  the  cause 
for  the  great  wage  advances  not  in  some  old 
condition,  like  organization  which  existed  long 
before  the  war,  but  in  some  new  condition  that 
has  been  created  since  the  war  began.  That 
new  condition  is  obviously  a  change  in  the 
relation  of  supply  and  demand  and  we  get 
back  to  our  first  conclusion  again  as  to  why 
wages  have  so  greatly  increased. 

Another  contributory  cause  is  the  decreased 
efficiency  of  the  workmen.  Employees — as 
a  class — do  less  work,  produce  smaller  results 
per  day's  work  than  formerly.  There  seems 
to  be  abundant  evidence  of  this  condition, 
enough  to  warrant  our  accepting  it  as  a  fact. 
One  reason,  of  course,  is  that  the  employers 
had  to  use  "seconds."  Just  as  a  builder  in 
times  of  stress  will  put  into  a  house  lumber 
that  he  would  ordinarily  reject,  because  he 
cannot  get  enough  first  class  lumber  and  he 
must  have  the  house,  so  employers  were 
forced  to  hire  men  in  war  time  that  ordinarily 
they  wouldn't  have  about  the  place;  there 
weren't  enough  others.  Then  of  course  there 
is  the  matter  of  fewer  hours  per  day  and  a 
reluctance  to  work  continuously  through  the 
week.  These  features  materially  affect  the 
increase  in  cost.  They  affect  it  tremendously, 
but  while  in  fact  they  may  be  important  they 
nevertheless  are  not  causes  at  all  but  merely 
results  incidental  to  the  working  out  of  the 
law  of  supply  and  demand.  They  are  super- 
imposed upon  and  do  not  undcrly  the  existing 
condition  which  we  are  analyzing. 

Some  say  that  a  change  in  the  value  of  the 
dollar  has  caused  the  increased  cost.  On  all 
sides  we  hear  and  read  the  statement  that 
the  dollar  is  only  worth  .50  cents,  or  some 
other  small  fraction  of  its  face,  and  that 
prices  and  wages  are  really  no  higher  than 
they  used  to  be  because  the  dollar  is  now 
worth  much  less.  Well,  suppose  we  briefly 
examine  that  statement.  What  is  a  dollar 
worth  anyhow — -by  itself?  Why  a  dollar 
isn't  worth  anything — by  itself.  You  can't 
do  anything  with  it — by  itself.  A  dollar  is 
simply  and  solely  a  convenient  medium  of 
exchange.  It  has  become  valuable  just  to 
the  extent  that  men  want  it  and  will  give  up 
something  which  they  have  to  get  it.  When 
we  set  out  to  place  a  definite  value  on  the 
dollar  in  commodities  cr  labor,  it  isn't  suffi- 
cient to  take  into  account  the  conditions  in 


one  place  only;  in  Schenectady  for  example 
or  in  a  dozen  or  in  50  places,  or  even  in  any 
one  entire  country.  The  dollar  has  value  all 
over  the  world,  but  when  our  economists 
insist  that  the  value  of  the  dollar  has  fallen 
permanently  they  are  evidently  thinking  in 
terms  of  conditions  in  the  United  States  only. 
Abroad  the  situation  is  ver\-  different.  A 
dollar  will  buy  about  six  shillings  in  London, 
one  and  one  half  times  its  old  rate;  1.5  francs 
in  France,  three  times  its  old  rate;  100  marks 
in  Germany,  24  times  its  old  rate,  and  the 
end  is  not  yet.  Travellers  returning  from 
Europe  bring  back  specific  information  of 
how  much  more  than  formerly  can  now  be 
bought  with  a  dollar.  Not  only  is  foreign 
money  cheaper  but  things  are  as  well.  For 
example,  in  November  last  the  rate  at  the 
best  hotel  in  Vienna.  Hotel  Bristol,  for  a  big 
room  with  three  beds  and  a  bath,  occupied  by 
three,  was  the  equivalent  of  (i2  cents  a  day 
American  money.  Does  that  look  like  a 
depreciated  dollar"'  And  if  it  be  said  that 
this  comparison  is  misleading  because  Euro- 
pean exchange  is  only  down  for  awhile  and 
the  condition  is  therefore  temporar>-,  the 
answer  is  how  do  we  know,  how  does  anybody 
know  that  the  values  in  the  United  States 
are  any  more  stable  or  permanent  ? 

Instead  of  theorizing,  why  not  look  to 
history-  for  real  information?  The  best 
indication  of  what  will  happen  in  the  future 
is  what  has  happened  in  the  past.  We 
have  had  wars  before,  not  so  big,  not  so  many 
men  were  killed,  but  those  that  were  killed 
were  just  as  dead,  and  a  ver>'  similar  condition 
as  to  the  supply  of  and  demand  for  labor  was 
created.  This  same  condition  of  inflated 
values  that  confronts  us  now  existed  right 
after  our  Civil  War  and  it  seems  reasonable 
to  attribute  it  to  the  same  causes.  In  any 
event  the  high  cost  of  living  after  the  Civil 
War  was  not  due  to  the  activities  of  labor 
organizations  because  they  didn't  exist  then. 
The  more  we  examine  the  cause  for  the 
abnormal  ad\ance  in  wages  from  different 
angles  the  more  it  seems  evident  that  the 
fundamental  underlying  and  controlling  cause 
has  been  an  increased  demand  and  a  decreaseil 
sui>ply.  Now  if  the  law  of  supply  and  demand 
has  controlled  the  wages  of  workmen  in  the 
l)ast  and  through  them  the  cost  and  therefore 
the  price  of  commodities,  this  same  law  is 
ver^•  likely  to  exercise  this  same  control  over 
the  same  conditions  in  the  future.  In  other 
words,  prices  will  stay  up.  go  higher,  or  fall 
according  as  the  supply  of  labor  is  equal  to, 
less  than,  or  greater  than  the  demand. 


THE  ENGINEER  CAN  DO  MORE  ABOUT  IT  THAN  PAY  AND  GRIN 


22= 


You  will  have  noted,  I  hope,  that  I  have 
tried  to  discuss  facts  and  conditions  and  have 
not  referred  to  the  so-called  "rights"  of  the 
interested  parties,  the  emijloyer,  the  employee 
and  the  public.  That  is  another  part  of  the 
story,  but  it  is  my  conception  that  the  eco- 
nomics of  industry  will  continue  to  be 
governed  by  economic  laws  which  are  just 
as  immutable  as  is  the  law  of  the  attraction 
of  gravitation  and  other  physical  laws,  albeit 
not  so  generally  understood  and  acknowledged ; 
and  that  any  so-called  "rights"  of  the  dif- 
ferent elements  of  society,  no  matter  how 
skilfully  or  persistently  asserted,  must  give 
way  absolutely  before  the  inexorable  opera- 
ation  of  economic  laws.  The  question  of 
"rights"  is  further  one  into  which  opinion 
enters  more  than  demonstrable  facts  and 
no  opinions  of  any  party  to  such  a  discussion 
have  received  particular  credence,  much  less 
acceptance  from  any  opposing  ]jarty.  It 
would  be  jjrofitless  therefore  in  the  present 
discussion  to  diverge  into  any  attempted 
examination  of  this  phase  of  the  subject. 

If  now  jjrices  were  raised  to  their  present 
level  because  the  war  required  greatly  in- 
creased jjroduction  and  at  the  same  time 
withdrew  from  productive  occupations  so 
large  a  number  of  workers,  how  will  ]jrices 
be  affected  by  the  operation  of  economic  laws 
in  the  future?  The  war  is  over.  War 
material  is  no  longer  demanded.  Its  jjro- 
duction  has  ceased.  The  men  who  fovight 
have  been  released  to  pursue  again  their 
pre-war  vocations.  Yet  prices  are  still  up 
where  thei.-  were.  If  my  reasoning  is  correct, 
why  has  the  law  of  supply  and  demand  not 
reversed  its  effect  and  ojjerated  to  restore 
pre-war  conditions?  That  question  has 
to  be  asked  to  follow  the  analysis  logically 
but  its  answer  seems  fairly  obvious.  Pre- 
war conditions  have  not  been  restored  be- 
cause there  hasn't  been  time. 

In  this  country  during  the  war  we  couldn't 
and  didn't  i:)roduce  what  was  needed.  We 
Ijroduced  all  we  could,  selecting  the  things 
most  essential — war  material.  Industrial 
needs  had  to  wait.  Now  the  country  is 
catching  up.  Our  stimulated  jjroductive 
capacity  has  been  diverted  from  war  to  peace 
channels  and  a  booming  business  still  strug- 
gles to  meet  the  demand  made  upon  it.  In 
Europe  the  conditions  are  similar  but  more 
acute.  Industry  was  put  out  of  joint  there 
worse  than  here.  It  will  take  Eurojje  longer 
to  recover  and  readjust,  meanwhile  some 
of  their  immediate  needs  must  be  supplied 
from  this  side  and  this  requirement  ]3uts  an 


added  demand  on  us  and  still  further  defers 
our  return  to  a  pre-war  normal  status.  New 
nations  have  been  created,  financial  and  many 
other  problems  demand  solution,  all  taking 
time  and  yet  more  time  and  keeping  the 
United  States  still  working  extra  hours. 
Although  the  supply  of  workmen  has  been 
greatly  augmented  by  demobilization,  the 
peace  demands  have  absorbed  this  supply 
and  as  yet  there  is  no  surplus. 

Many  people  say  there  never  will  be  a 
surplus;  that  the  United  States  has  taken 
up  a  new  place  in  the  world's  industries  and 
henceforward  will  be  expected  to  produce  and 
will  supply  a  so  much  larger  share  of  the  total 
world's  commerce  than  ever  before  that  our 
industries  will  be  kept  going  at  top  speed  and 
every  workman  be  busy.  This  is  certainly 
an  optimistic  picture.  It  is  worth  examining. 
Europe  owes  a  lot  of  money.  Some  of  their 
men  have  been  killed.  In  the  war  zone  the 
country  was  laid  waste.  These  are  the  only 
real  differences  between  then  and  now. 
Their  abilities  are  no  less,  their  natural 
resources  are  intact,  their  morale  is  good. 
Europe  competed  with  us  before  the  war  and 
although  we  set  up  a  tariff  wall  around  our 
own  country  and  successfully  protected  our 
domestic  business  she  captured  most  of  the 
world's  trade  against  our  best  efforts.  Of 
course  we  now  have  certain  advantages  we 
did  not  possess  before.  We  are  a  creditor 
nation  and  can  exert  the  influence  attaching 
to  that  position.  We  have  made  tremendous 
inroads  into  Europe's  foreign  commerce  while 
she  was  down  and  out  commercially  and  we 
have  thereby  established  relationships  and 
gained  an  entree  previously  denied  to  us  and 
which  if  judiciously  followed  up  should  pro- 
duce results  of  great  value.  But  the  European 
nations  are  not  out  of  the  running  perm-anently. 
They  must  recover  a  large  volume  of  trade  or 
go  bankrupt.  They  are  diligent  and  by  nature 
and  training  thrifty.  They  will  work  under 
the  spur  of  necessity.  We  are  naturally 
si^endthrifts  and  are  inclined  to  overcon- 
fidence.  When  the  world's  productive  ca- 
pacity shall  have  caught  up  with  the  indus- 
trial shortage  occasioned  by  the  great  war  and 
the  demands  of  commerce  shall  have  again 
become  normal,  and  when  Europe's  industries 
are  once  more  functioning  properly,  it  seems 
reasonably  certain  that  there  will  be  an  excess 
of  production  over  consumption  and  some 
nations  will  lack  a  market.  Translated  to 
workmen  this  means  that  the  supply  will 
be  greater  than  the  demand  and  some  must 
go  hungry.     It  will  be  then  that  the  test  will 


226     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  3 


come.  If  the  United  States  shall  have  used 
the  prosperous  period  to  prepare  for  it  by 
reducing  the  costs  of  production  and  by 
teaching  its  people  economy  and  thrift,  the 
readjustment  may  come  perhaps  without 
any  serious  disturbances  and  we  may  save 
a  good  share  of  what  we  had  gained  by  our 
running  start.  But  if  we  sail  serenely  on 
ignoring  the  possibility  of  a  coming  storm,  if 
we  continue  the  policy  of  working  less  and 
less  and  of  paying  more  and  more  while 
Europe  buckles  to,  the  resulting  depression 
with  its  period  of  unemployment,  suffering, 
and  possible  panics  is  appalling  to  con- 
template. Then  prices  and  wages  will  come 
down  suddenly  and  with  a  thump,  such  a 
thump  as  the  country  has  never  known.  The 
inexorable  law  of  supply  and  demand  is  no 
respecter  of  people  or  of  nations  and  its  deadly 
work  will  be  deadly  indeed. 

We  now  come  back  to  the  question  I  asked 
in  the  first  place :  ' '  Can  the  engineer  do  any- 
thing about  it  except  pay  and  grin"'"  I 
think  he  can.  An  engineer  is  by  training 
taught  to  think  straight  and  to  speak  clearly. 
Further  it  is  a  fixed  tenet  of  his  faith  to  tell 
the  truth  and  fear  none.  People  know  that 
and  believe  him.  If  I  have  been  fortunate 
enough  to  have  made  my  views  clear  to  you 
and  if  you  agree  with  me,  say  so  and  keep  on 
saying  it  as  you  go  about  your  daily  tasks. 
Do  what  you  can  to  show  up  the  idiocy  of 
dwelling  in  a  fool's  paradise  and  preach  the 
gospel  that  industrial  prepaerdness  is  as 
essential   to   commercial   safety   as  military 


preparedness  is  to  national  safety.  Dispel 
the  hogy  of  class  control.  Brains  always 
have  ruled  the  world  and  brains  always  will. 
Show  that  we  are  dealing  with  a  perfectly 
normal  problem  which  must  be  solved  in 
conformity  to  well  known  natural  laws  and 
not  with  any  mysterious  unknown  or  novel 
principles  or  with  newly  discovered  rules  of 
life.  No  organization  of  a  minority  created 
for  the  avowed  purpose  to  taking  from  the 
majority  some  of  its  property  or  just  rights 
can  long  prevail.  Witness  organized  Ger- 
many's eflort  to  subjugate  the  world.  The 
laws  of  supply  and  demand  will  ultimately 
just  as  surely  bring  down  the  cost  of  living 
and  the  wages  paid  employees  as  it  put 
these  items  up.  The  only  uncertain  features 
are  the  time  when  the  changes  are  to  occur 
and  whether  these  costs  and  wages  shall  be 
brought  down  in  an  orderly  and  gradual 
manner  so  that  the  readjustment  shall  be 
made  without  disturbance  and  with  lasting 
benefit  to  all,  or  whether  they  shall  come  down 
with  a  thimip.  heard  around  the  world,  amid 
disaster  and  distress. 

This  is  one  of  the  most  important  problems 
confronting  our  great  nation  today.  As  citi- 
zens, it  concerns  us  all.  As  members  of  the 
A.  I.  E.  E.  who  have  enjoyed  the  privilege 
of  special  training  and  of  valued  association 
with  our  fellows,  we  have  each  a  duty  to 
perform.  It  is  perhaps  as  well  stated  as 
may  be  on  the  old  familiar  railroad  crossing 
sign, 

"STOP,  LOOK,  LISTEN." 


227 


Helium,  the  Substitute  for  Hydrogen  in 
Balloons  and  Dirigibles 

By  W.  S.  Andrews 
CoNsiLTiNc.  Engineering  Department,  General  Electric  Company 

The  successful  transatlantic  round  trip  made  by  the  dirigible  R-34  attracted  attention  again  to  the  capa- 
bilities of  heavier-than-air  machines  for  freight  and  passenger  air  traffic.  One  drawback  to  this  mode  of 
travel  however  has  been  the  fire  danger  inherent  in  the  use  of  hydrogen  as  the  buoyant  gas.  It  has  long  been 
known  that  this  danger  would  be  eliminated  if  the  light  and  incombustible  gas,  helium,  could  be  discovered 
in  sufficient  quantity  for  use  in  place  of  hydrogen.  Only  recently  has  this  welcome  discovery  been  made. 
Mr.  Andrews,  who  has  made  a  considerable  study  of  this  remarkable  gas,  describes  below  its  historical  features 
and  physical  properties,  one  of  which  is  that  its'lifting  power  is  92.6  per  cent  that  of  hydrogen. — Editor. 


Introduction 

A  considerable  amount  of  public  interest 
has  been  recently  focussed  on  the  rare  gas 
helitim  on  account  of  its  proposed  use  in 
dirigible  and  observation  balloons  instead  of 
hydrogen,  thus  absohitely  eliminating  the 
constant  danger  of  fire  that  is  connected  with 
the  use  of  the  latter  gas.  It  is  true  that  helium 
is  a  little  heavier  than  hydrogen,  but  both  of 
these  gases  are  so  light  in  comparison  with 
air  that  there  is  actually  not  much  difference 
in  their  voliunes  for  equal  lifting  power;  and 
the  total  elimination  of  the  constant  fire 
hazard  connected  with  hydrogen  far  over- 
balances the  disadvantage.  Moreover,  on 
account  of  helium  being  a  little  heavier  than 
hydrogen,  it  does  not  diffuse  so  readily 
through  the  thin  covering  of  a  balloon  and  is 
therefore  less  subject  to  waste. 

Helium  is  one  of  the  so-called  noble  gases ; 
it  makes  no  chemical  combination  with  any 
other  element,  and  therefore  is  absolutely 
inert  and  incombustible  under  all  conditions. 
The  great  and  hitherto  insurmountable  draw- 
back to  its  use  in  balloons  has  been  its 
extreme  scarcit}-,  its  only  known  source  until 
recently  being  the  atmosphere  and  certain 
rare  minerals  and  mineral  waters,  from  which 
it  has  been  extracted  only  in  small  quantities 
by  refined  methods  involving  much  time  and 
expense. 

Within  the  past  year  or  two,  however,  it 
has  been  discovered  that  the  natural  gas 
found  in  Kansas  and  elsewhere  contains 
sometimes  as  much  as  2.5  per  cent  of  helium, 
and  that  the  latter  can  be  extracted  and 
purified  in  large  quantities  at  a  comparativeh* 
small  expense. 

If,  therefore,  the  present  promise  for  the 
cheap  production  of  helium  holds  good,  it  is 
reasonable  to  hope  that  its  application  to 
aeronautics  may  almost  revolutionize  this 
important  branch  of  scientific  and  com- 
mercial development. 


Historical 

It  is  stated  that  a  brilliant  yellow  line  was 
first  seen  by  Janssen  in  the  spectrum  of  the 
sun's  photosphere  in  1S6S.  This  remarkable 
line  has  a  wave  length  of  .5876.6  Angstroms; 
and,  being  up  to  that  time  unknown,  it  was 
considered  good  evidence  of  a  new  element 
existing  in  the  stm  but  foreign  to  the  earth. 
Frankland  and  Lockyear  therefore  named 
this  new  element  "Helium,"  from  the  Greek 
word  "Helios,"  the  sun. 

Great  interest  was  excited  in  the  scientific 
world  by  this  discovery,  and  numerous 
investigators  began  to  search  diligently  for 
further  evidence  of  helium.  As  time  went  on, 
the  yellow  spectral  line  of  helium  was  dis- 
covered in  the  spectra  of  some  stars  and  in 
1SS2  it  was  observed  by  Palmer  in  the 
spectnun  of  flames  issuing  from  Mount 
Vesuvius,  thus  proving  the  actual  presence 
of  the  element  on  the  earth. 

Later  on  in  1895,  Ramsay  while  investigat- 
ing the  properties  of  gas  obtained  from  certain 
rare  minerals  such  as  clevite,  tiranite,  etc., 
submitted  it  to  spectrtun  analysis,  and  once 
more  the  bright  yellow  line  of  hehimi  became 
apparent,  thus  showing  the  new  element  to 
be  at  length  actually  within  oiu-  grasp. 

A  practical,  though  very  limited  sotirce  of  this 
new  gas  being  thus  discovered,  it  was  soon  pro- 
duced in  sufficient  quantity  for  the  examina- 
tion of  its  physical  and  chemical  properties. 

Up  to  quite  recently,  however,  the  term 
rare  was  applied  to  it  with  good  reason,  for 
only  a  few  years  ago  .the  price  of  piure  helium 
was  quoted  at  from  $1700  and  upwards  per 
cubic  foot,  whereas,  according  to  recent 
estimates,  it  can  now  be  produced  from  the 
Kansas  natural  gas,  before  referred  to,  for 
about  10  cents  per  cubic  foot. 

Physical  Properties 

One  of  the  most  interesting  physical 
properties  of  helium  is  that  it  is  the  most 


228     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  .3 


difficult  of  all  gases  to  liquify  and  for  a  long 
time  resisted  all  efforts.  At  length,  however, 
in  1908,  Onnes  succeeded  in  condensing  it  to 
a  liquid,  by  means  of  liquid  hydrogen  and 
pressure,  and  by  its  rapid  evaporation  he 
obtained  a  temperature  within  two  degrees  of 
absolute  zero. 

The  boiling  point  of  liquid  heliimi  is  — 268.7 
deg.  C.  Its  specific  gra\dty  in  liquid  state  is 
0.15  and  it  is  therefore  the  lightest  of  all 
known  liquids. 

Helium  gas  is  generally  believed  to  be 
monatomic,  although  some  phj-sicists  con- 
sider the  possibility  that  its  molecules  consist 
of  two  atoms  so  firmly  bound  together  that 
they  have  never  yet  been  separated.  It  is 
present  in  the  air  at  ordinary  levels  to  the 


Therefore 

1.2933-0.178     ^^^      ^     ,.r- 
1.2933-0.089  =  ^2-^  =  '^^  ^^'^"^  ^^^'  °^ 

helium  in  air  as  compared  with  that  of 
hydrogen  taken  at  100;  or,  in  other  words,  a 
given  volume  of  heliimi  will  lift  7.4  per  cent 
less  weight  than  the  same  volume  of  hydrogen 
under  similar  conditions. 

According  to  a  statement  in  the  L'.  S.  Gov- 
ernment Bulletin  178  C  (p.  76),  issued  by  the 
Bureau  of  Mines,  about  15  per  cent  of  hydro- 
gen may  be  mixed  with  So  per  cent  of  helium 
without  imparting  any  dangerous  inflammable 
feature.  This  mixture  would  have  93.4  per 
cent  of  the  lifting  power  of  hydrogen  and  its 
use  is  proposed  for  dirigible  balloons. 


Red  Yellow  Green  Blue  Violet 

The  Spectrum  Lines  of  Helium 


extent  of  two  to  three  parts  by  volume  in  a 
million  but  at  higher  altitudes  it  is  probably 
more  abundant. 

As  previously  stated,  helium  is  heavier  than 
hydrogen,  which  latter  is  the  lightest  of  all 
known  gases  its  molecular  weight  being 
2.016.  The  molecular  weight  of  helium  is 
3.99  or  practically  twdce  that  of  hydrogen, 
but,  owing  to  the  wide  difference  between 
the  weights  of  air  and  hydrogen,  helium  has 
only  about  7.5  to  8  per  cent  less  lifting  power 
than  hydrogen,  and  this  may  be  deemed  an 
insignificant  feature  in  consideration  of  the 
perfect  safety  from  fire  hazard  which  results 
from  its  use. 

Ordinary'  dry  air  at  zero  deg.  C.  and  at 
760  m.m.  pressure  weighs  1.293  grams  per 
litre,  but  this  weight  is  naturally  subject  to 
variation  under  changing  conditions  of 
humidity  and  altitude.  However,  assuming 
the  above  figures  to  be  correct  for  all  practical 
purposes,  the  difference  in  lifting  power 
between  hydrogen  and  helium  may  be  figured 
thus: 

Dry  air  weighs  about  1.2933  grams  per  litre. 

Hydrogen  weighs  about  0.089  grams  per 
litre. 

Helium  weighs  about  0.1 7S  grams  per  litre. 


Helium  shows  a  remarkable  and  beautiful 
spectrum  when  excited  by  electricity,  con- 
sisting principally  of  eight  lines  which 
include  the  colors  red,  yellow,  green,  blue, 
and  violet,  the  yellow  line,  as  before  referred 
to,  being  especially  brilliant. 

The  most  remarkable  feature  connected 
with  helium  is  that  although  it  is  unquestion- 
ably an  element  yet  it  is  one  of  the  dis- 
integration products  of  another  element  as 
discovered  by  Ramsay  and  Sody  in  1903. 
When  the  life  cycle  of  a  radium  atom  is 
completed  it  breaks  up  into  two  elementary 
atoms,  one  of  which,  the  helium  atom,  is 
permanent,  while  the  other,  the  niton  atom, 
proceeds  through  a  cycle  of  changes,  until  it  is 
believed  to  assume  finally  a  stable  form  in 
the  shape  of  lead.  Other  atoms  of  helium  are 
also  ejected  at  the  instant  of  some  of  these 
changes. 

These  elemental  changes  are  due  to  intra- 
atomic  action  for  they  can  be  neither  hastened 
or  retarded  by  any  known  external  means. 
The  forces  which  maintain  the  integrity  of 
the  atoms  of  radium  and  all  other  elements 
appear  to  be  almost  inconceivably  more 
powerful  than  any  disintegrating  force  that 
we  are  able  to  apply  from  the  outside. 


229 


Silent  Spokesmen  in  the  Factory 

By  Roscoe  Scott 
National  Lamp  Works  of  General  Electric  Company 

The  problem  of  labor  turnover  is  of  great  importance  to  the  employer.  Not  only  is  it  expensive  to  break 
in  many  new  men  each  month  in  proportion  to  the  average  number  of  employees  on  the  payroll,  but  the  manu- 
factured product  is  naturally  not  up  to  standard  where  a  great  share  of  the  work  is  performed  by  inexperienced 
help.  Many  employees  will  make  a  change  without  giving  a  single  thought  to  the  matter  of  living  conditions. 
Good  wages,  good  hours,  good  treatment  and  good  working  conditions  would  be  supposed  to  create  a  feeling  of 
contentment,  but  it  has  been  found  that  unless  some  special  means  are  taken  to  focus  employees'  attention  on 
these  advantages  they  are  prone  to  make  frequent  changes  in  employment.  This  article  shows  that  a  judicious 
use  of  "  Silent  Spokesmen" — placards  and  cards  posted  in  conspicuous  places  in  the  factory— will  serve  to  make 
the  employee  appreciative  of  the  advantages  that  have  been  provided  for  him  by  the  management,  hence  con- 
tented with  his  lot  and  reluctant  to  make  a  change  without  mature  thought. — Editor. 

to  fill 


In  one  of  the  General  Electric  Company's 
factories  in  Providence,  R.  I.,  there  is  an 
employee  who  has  been  with  that  particular 
plant,  and  its  predecessor,  for  forty-five  years. 
If  every  industrial- worker  were  of  his  type,  the 
much-discussed  problem  of  labor-turnover 
would  not  exist — unless  it  existed  as  a  problem 
of  getting  ' '  new  blood ' '  into  the  works  without 
bidding  farewell  to  a  band  of  white-haired  but 
devoted  employees  of  half  a  century's  standing. 
CP    6000 

c 

(0 


(0  I 


5000 


"*-  in 

o  (];4000 

0  C13000 

4JUJ 

8  > 2000 

U  q; 

3^2 


j->.b 

C 

o 

5 


1000 


O         10        20        30 

Length   of  Stay  of  Average 
Employee    (^Months)  -*■ 

Expense  of  Training  New  Employees 

It  is  hardly  likeh'  that  a  condition  of  general 
labor  stagnation,  such  as  that  just  suggested, 
will  ever  be  found  in  the  electrical  industry. 
The  person  who  stays  with  his  or  her  job  only 
forty-five  weeks  is  met  a  thousand  times  more 
often  than  the  one  who  sojourns  forty-five  years. 
Accordingly,   we  find   a  widespread   anxiety 
among  superintendents  and  employment  man- 
agers that  the  percentage  vearly  turnover, 
200  ja+c-b) 
a+b 
may  be  brought  as  low  as  possible,  so  that  the 
continual  expense  of  training  new  employees 


the  places  of  those  who  leave  may  be 
brought  within  reasonable  limits.  (In  the 
above  expression,  a  stands  for  the  number  on 
the  payroll  at  the  beginning  of  the  3'ear,  b  the 
number  at  the  end,  and  c  the  number  hired 
during  the  year.) 

Many  employers  have  had  the  notion  that 
good  wages,  good  hotirs,  good  treatment  and 
good  working  conditions — important  as  they 
unquestionably  are — would  solve  every  diffi- 
culty with  labor,  and  have  been  disappointed 
to  find  that  all  of  these  helps  combined  did  not 
produce  the  immediate  results  expected. 
They  did  not  create  a  "company  feeling,"  nor 
did  the>-  deter  employees  from  throwing  up 
their  jobs  with  disturbing  frequency. 

The  Company  may  spend  $20,000  on  a 
special  ventilating  and  air-conditioning 
system,  to  eliminate  unpleasant  working  con- 
ditions in  certain  departments,  but  does  Sally 
Smith  give  the  fact  a  moment's  thought  before 
taking  it  into  her  head  to  "lay  off  a  few 
weeks'"  Perhaps  she  does;  perhaps  she  con- 
siders the  efforts  that  have  been  made  in  her  be- 
half and  decides  that  she,  in  turn,  should  do  the 
square  thing  by  her  employer.  But  if  she  does 
thus  take  the  company's  efforts  into  account, 
it  is  probably  because  she  has  been  told  about 
them,  and  from  time  to  time  reminded  of  them. 

Only  a  constant  presentation  of  the  facts  in 
their  proper  light  can  keep  even  the  most 
intelligent  of  us  from  occasionally  viewing  our 
work  through  colored  spectacles  that  distort 
the  good  and  make  mountains  out  of  mole- 
hills. In  the  case  of  an  operator  at  the  bench 
or  machine,  who  has  formed  the  mental  habit 
of  looking  at  his  work  as  meaningless  and  at 
the  quitting-time  whistle  as  his  best  friend,  we 
should  not  blame  him  for  the  hiunan  tendency 
to  overlook  shower-baths,  bonuses  and  other 
benefits,  but  should,  rather,  blame  ourselves  for 
not  having  tried  to  direct  his  thoughts  along  the 
proper  lines.     How,  then,  shall  this  be  done  "1 

First  and  foremost,  the  personal  contact  of 
the    superintendent    with    his    foremen,    and 


230     March,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  3 


through  them  with  his  people,  can  do  wonders 
towards  promoting  an  atmosphere  of  har- 
mony and  co-operation,  if  systematic  effort 
along  this  line  is  made.  But  there  are  limits 
to  what  can  be  done  by  personal  contact. 
Some  foremen  are  ill  adapted  to  explain  the 
company's  policies  to  employees;  others  are 
too  busy,  or  take  no  interest  in  that  sort  of 
thing.  Right  here  is  where  the  ' '  Silent  Spokes- 
men in  the  Factory,"  referred  to  in  the  title  of 
this  article,   play  their  part. 

The  "spokesmen"  in  question  consist  of 
printed  messages,  systematically  posted 
throughout  the  plant,  reminding  the  people 
of  facts  they  would  otherwise  overlook,  and  in 
this  way  molding  their  attitude  towards  the 
institution  with  which  they  are  connected. 

In  the  incandescent-lamp  factories  and 
lamp-parts  factories  of  the  Edison  and  of  the 
National  Lamp  Works  of  the  General  Electric 
Companj',  "silent  spokesmen"  have  been  put 
to  work  to  build  up  goodwill  among  some 
15,000  employees.  A  three-fold  system  of 
placarding  was  started  over  two  years  ago, 
comprising : 

(1)  Permanent  signs,  15  in.  by  11  in., 
protected  by  glass  in  green  wooden  frames. 

(2)  Smaller  placards  11  in.  by  S^  i"-.  pro- 
tected by  celluloid  in  slotted  frames.  These 
placards  are  changed  at  six-week  intervals,  the 
plan  being  to  put  up  new  copy  before  the  old 
copy  has  entirely  lost  its  interest. 

(3)  5j4-in.  by-33^  in.  cards  (postcard  size), 
distributed  in  large  numbers  in  suitable 
holders  of  three  specially-designed  types, 
throughout  the  factory.  These  cards  also  are 
changed  at  six-week  inter^-als. 

The  purpose  of  the  large  permanent  signs 
is  to  advertise  certain  definite  working  con- 
ditions, or  beneficial  features  of  the  plant,  to 
those  who  benefit  by  them.  One  sign,  for 
example,  reads: 

"HEALTH  =  $$$$$$ 

"Your  health  is  priceless. 

"You  value  it — we  value  it,  too. 

"We  value  it  so  much  that  we  have  put  in  a 
special  ventilating  plant,  costing  many  thou- 
sand dollars,  to  change  the  air  in  here  com- 
pleteh-  ever}-  few  minutes  and  prei^are  it  for 
your  lungs.  The  air  is  purified,  then  mois- 
tened so  as  not  to  be  harmfully  dry,  heated  or 
cooled  (as  needed),  and  forced  into  this  room 
by  a  powerful  fan. 

"No  poor  air  conditions  for  our  people — ■ 
not  if  the  management  can  help  itl" 

Among  other  points  similarly  featured  are 
pure  drinking  water,  large  windows,  fireproof 


doors,  "panic"  doors,  oily-waste  cans,  cloth- 
ing lockers,  protective  conduits  for  electric 
wires,  toilet-room  facilities,  fire  extinguish- 
ers, sand  and  water  pails,  and  guards  on  ma- 
chinery. The  simple  facts  are  stated,  and  the 
reader  left  to  draw  his  own  conclusions. 

The  11-in.  by  8j^-in.  changeable  placards 
earn,'  goodwill  messages  suited  to  special  sea- 
sons of  the  year,  or  deal  with  special  conditions 
that  may  arise,  such  as  an  epidemic  of  tar- 
diness (these  frames,  by  the  way,  are  located 
near  the  time-clocks  and  building  entrances). 
It  is  felt  that  the  requirements  of  promptness 
and  regularity  can  be  presented  in  such  a  way 
as  to  create  goodwill.  Among  the  seasonable 
placards  posted  are  those  relating  to  Christ- 
mas, vacations,  lectures  at  the  factor}-,  pre- 
cautions against  influenza,  etc. 

The  small  cards  (5*  o  in.  by  3^2  in)  are  more 
general  in  tone.  The  goodwill  messages  which 
they  bear  relate  not  only  to  the  employee's 
work,  but  to  the  spirit  of  the  institution; 
sometimes  epigrams  and  quotations  regarding 
qualities  that  foster  or  hinder  success  are 
given,  for  example: 

"  The  Most  Contagious  Disease  in  the  World 
is  Xot  the  Grippe — it's  the  Grouch." 

"A  Slap  on  the  Back  Beats  Two  in  the  Face." 
"  There's  one  sure  way  of  getting  more  money 
— and  that's  to  do  more  and  better  work  each 
day" 

Most  of  the  cards  are  attractively  illus- 
trated in  colors.  Some  are  designed  simply  to 
provoke  a  smile  that  will  relieve  the  tension 
of  prolonged  application  to  an  exacting 
operation.  Others  point  out  the  usefulness 
and  importance  of  the  work  in  supplying  the 
world's  needs,  or  dwell  on  the  greater  earnings 
that  the  employee  can  make  by  guarding 
against  breakage  and  shrinkage.  Good  sug- 
gestions are  ver\-  frequently  furnished  by  the 
factor}-  executives  and  foremen. 

A  census  taken  in  one  of  the  lamp  factories 
showed  that  out  of  4 1 7  people  engaged  in  mak- 
ing electric  lamps  in  this  particular  plant,  only 
1S9,  or  45  per  cent,  had  electric  light  in  their 
homes.  This  fact  ser\-ed  as  a  basis  for  a  series 
of  cards  of  which  the  following  is  a  sample : 

"For  home  lighting,  electricity  costs  much 
less  than  many  people  think.  You  can  bum  a 
15-watt  Mazda  lamp  seven  minutes  for  less 
tnoncy  than  it  costs  to  light  a  match.  And  think 
how  much  safer,  cleaner  and  more  convenient ! 
"  If  renters  would  only  insist  on  living  in 
wired  houses,  landlords  would  quickly  wire 
them." 

"  Do  they  pay? "  is  a  question  that  naturally 
suggests  itself  regarding  the  "silent  spokes- 


SILENT  SPOKESMEN  IN  THE  FACTORY 


231 


men  in  the  factory."  The  answer,  viewing  the 
matter  from  either  the  theoretical  or  the  prac- 
tical standpoint,  is  "Yes."  The  accompany- 
ing diagram,  indicating  the  great  saving  of 
expense  in  "breaking  in"  new  employees, 
through  lengthening  the  average  term  of 
em]:)loyment,  shows  one  reason  why  it  pays. 
A  numerical  example  will  show  e\-en  more 
clearly  what  is  meant. 

Assume  that  the  average  cost  of  "breaking 
in"  a  new  employee  is  $100,  which  is  a  con- 
servati^'e  figure  in  many  industries  when  all 
factors  are  taken  into  consideration.  In  a 
shop  containing  300  employees,  whose  average 
length  of  stay  is  10  months  (which  is  a  typical 
condition  in  industries  where  female  operators 
are  in  the  majority),  the  monthly  cost  of 
"breaking  in"  new  operators  will  be  .13000.  A 
little  figuring  will  show  that  on  any  plan 
which  will  increase  the  average  period  of 
service  by  even  2  per  cent,  the  management 
will  be  justified  in  spending  $58  per  month. 
The  cost  of  the  placarding  system,  when  con- 
ducted on  a  large  scale  and  spread  over  a  large 
number  of  factories,  is  much  less  than  this. 

A  test  of  this  advertising  service  was  made 
in  a  certain  department  employing  over  lUO 


male  (union)  operatives,  with  the  object  of 
reducing,  if  possible,  the  number  of  un- 
explained absences  from  work.  Placards 
were  featured  in  which  the  subject  was  tact- 
fully handled,  with  the  idea  of  goodwill 
uppermost.  A  check-up  of  time-cards  for  the 
month  preceding  and  the  month  following  the 
installation  of  the  advertising  showed  a  drop 
of  over  25  per  cent  in  the  percentage  of 
absences. 

Placards  and  posters  are  not  the  only 
mediums  of  internal  information  that  can  be 
used  to  good  purpose.  The  fact  that  they  are 
kept  in  sight  of  the  operator  more  continu- 
ously than  other  mediums,  such  as  pay- 
envelope  enclosures,  is  one  strong  point  in 
their  favor.  The  employees'  house-organ, 
particularly  if  it  be  carried  into  the  homes, 
can  be  made  very  effective. 

While  we  engineers  are  improving  the  effi- 
ciency of  machinery  and  mechanical  equip- 
ment of  all  kinds,  we  shall  do  well  to  recognize 
the  importance  of  promoting  mutual  under- 
standing and  goodwill  with  the  people  in  our 
plants — the  human  element  on  whom  we 
depend  for  the  translation  of  engineering  into 
commercial  output. 


232     March,  lii2() 


GENERAL  ELECTRIC  REVIEW 


Vol   XXIII,  \o.  3 


A  Biographical  Sketch  of  the  Late 
William  Olney  Wakefield 


William  Olney  Wakefield  was  born  on  the 
2nd  of  January,  IS41 ,  in  the  town  of  Gardiner, 
Maine.  In  his  youth  he  had  a  varied  experi- 
ence in  different  trades,  from  shoeing  horses 
(his  father  being  a  blacksmith)  to  working 
in  the  local  paper  mills,  and  the  building  of 
boats,  which  was  then  an  important  industry 
on  the  Kennebec  River. 


William  Olney  Wakefield 

He  finally  was  apprenticed  as  a  millwright, 
which  in  those  days  embraced  nearly  e\-er>- 
phase  of  the  mechanical  trade  from  pattern- 
maker to  tinsmith. 

After  serving  his  apprenticeship  he  entered 
business  in  Boston  as  a  hydraulic  engineer 
and  also  operated  a  machine  shop  for  several 
years.  It  was  there  in  1S7()  that  he  invented, 
patented  and  manufactured  the  first  water 
motor,  which  was  installed  to  operate  a  large 
coffee-mill  in  the  window  of  Cobb,  Bates  & 
Yerx's  Boston  store.  This  red  coffee  mill 
was  for  years  a  landmark  at  the  corner  of 
Kneeland  and  Washington  streets.  He  also 
designed  a  hydraulic  engine  on  which  he 
secured  a  i)atent  in  1877. 

A  further  de\-elopmcnt  of  his  water  motor 
resulted    in    its    application    to    blowers    for 


church  organs,  many  being  installed  by 
Mr.  Wakefield  throughout  New  England; 
notably  those  in  Trinity  Church,  and  the 
Holy  Cross  Cathedral,  Boston. 

It  was  while  engaged  in  this  business  that 
he  became  acquainted  with  the  late  Henry 
A.  Pevear,  which  acquaintance  resulted  in 
his  going  to  New  Britain,  Conn.,  in  1882, 
where  in  the  pioneer  da}-s  of  electrical  de\elop- 
ment  he  worked  with  Professor  Elihu  Thom- 
son and  Mr.  E.  W.  Rice,  Jr.  Thus  he  became 
the  first  draftsman  employed  by  the  Thom- 
son-Houston Electric  Comjjany  now  known  as 
the  "General  Electric  Company."  In  the 
year  1883  the  Thomson-Houston  Electric 
Company  moved  to  Lynn,  Mass..  with  Mr. 
Wakefield  as  the  chief  and  only  draftsman. 
It  is  interesting  to  note  that  he  personally 
made  Drawing  No.  1,  which  is  still  in  the 
files  of  the  Company. 

Mr.  Wakefield  was  a  m.an  of  keen  percep- 
tion and  always  ahead  of  the  times.  He  fore- 
saw with  rem.arkable  accurac\'  the  great 
future  before  the  infant  electrical  industr\-. 
and  laid  the  foundation  upon  which  was 
built  the  Company's  present  system  of 
making,  mmibering  and  cataloging  drawings. 
Through  his  persistence  a  standard  nomen- 
clature was  adopted  for  the  parts  of  machines 
as  well  as  the  machines  themselves.  The 
whole  system,  a  revolution  from  general 
practice,  has  since  marked  in  a  peculiar  way 
the  Company's  drawings,  resulting  in  a 
standard  known  the  world  over  as  "General 
Electric." 

In  185)4  Mr.  Wakefield  came  to  the  Sche- 
nectady Works  and  although  relieved  of 
many  of  the  onerous  duties  of  Chief  Engineer 
of  the  Drafting  Department,  retained  the 
position  and  title  of  Chief  Draftsman  until 
his  death.  In  recent  years  he  had  his  own 
machine  sho]i  in  Building  No.  4,  where  every 
op])ortunity  was  afforded  him  to  develop  his 
mechanical  ideas.  In  this  work  he  seemed  to 
specialize  in  machines  for  the  Blueprint 
Department,  which  department  under  his 
suj^erAMsion  grew  rapidh-  from  the  day  he 
made  the  first  blueprint  to  the  day  of  his 
death,  November  4,  101(1,  on  which  day  10.S3."> 
])rints  were  produced. 

Mr.  Wakefield  was  an  American  patriot,  a 
"down  East  Yankee"  of  the  old-fashioned 
ty]ie.     As  an  abolitionist,  he  enlisted  in  the 


EDISON'S  BIRTHDAY  COMMENTS  ON  WORK 


233 


War  of  the  Rebellion  and  became  a  private 
in  the  16th  Maine  Infantry.  He  was  severely 
injured  on  the  field  of  battle  and  crippled  for 
some  years.  He  was  reticent,  however,  about 
relating  his  war  experiences  and  very  few 
except  his  closest  friends  knew  of  the  result- 
ant physical  infirmities,  which  deprived  him 
of  the  sight  of  one  eye  and  left  one  side  of  his 
body  nearly  paralyzed. 

Not  only  was  Mr.  Wakefield  a  mechanic 
and  a  soldier,  but  he  was  also  a  deep  student 
of  political  economy.  Of  a  literary  turn  of 
mind,  he  nimibered  among  his  acquaintances 
such  men  as  Sylvester  Baxter,  the  American 
poet  and  author;  Robert  Creelman,  of  news- 
paper fame,  and  Arthur  Brisbane,  the  great 
editorial  writer.  He  also  enjoyed  the  per- 
sonal friendship  of  Edward  Bellamy. 

Mr  Wakefield  for  a  number  of  years  was  a 
member  of  the  one-time  famous  "Cold  Cut 
Club"  of  Boston,  which  numbered  among  its 


membership  some  of  New  England's  most 
noted  men  of  science,  art  and  literature. 

Mr.  Wakefield  was  active  in  politics, 
invariably  leaning  to  the  progressive  and  even 
the  radical  theories. 

His  religion  was  that  of  the  "Brotherhood 
of  Man  and  the  Fatherhood  of  God."  He 
took  a  deep  interest  in  the  personal  welfare 
of  his  associates  and  was  often  a  last  resort 
in  counsel.  He  had  little  patience  with 
orthodoxy,  although  numbering  many  of 
the  clergy  among  his  circle  of  friends.  His 
intimates  recognized  in  him  a  character  of 
rare  achievements,  a  philosopher,  a  man 
wonderfully  versatile,  in  a  word  "unique." 

He  was  a  member  of  the  Bay  State  Lodge, 
Independent  Order  of  Odd  Fellows  of  Lynn, 
Mass.,  and  the  General  Electric  Quarter 
Century  Club.  His  remains  are  interred  in 
the  beautiful  Forest  Hills  Cemetery,  a  suburb 
of  his  beloved  citv,  Boston. 


Edison's  Birthday  Comments  on  Work 


In  celebrating  his  73rd  birthday,  February 
1 1th,  Thomas  A.  Edison  made  some  comments 
on  the  value  of  work  that  all  of  us  could 
cogitate  to  advantage.  Mr.  Edison's  capacity 
for  work  has  been  the  subject  of  wonder  the 
world  over;  and  while  he  is  not  opposed  to 
the  eight-hour  day  for  his  fellow  workers, 
imagine  how  he  would  have  chafed  had  the 
working  of  such  a  ruling  restricted  his  activ- 
ities in  his  younger  days!  He  does  not  be- 
lieve that  a  young  man  should  tie  his  hands 
by  limiting  his  efforts  by  the  time  clock.  Mr. 
Edison's  birthday  comments  follow  in  part: 

"I'm  glad  that  the  eight-hour  day  had  not 
been  invented  when  I  was  a  young  man.  On 
my  birthdays  I  like  to  turn  for  a  moment  and 
look  backward  over  the  road  I  have  traveled. 
Today  I  am  wondering  what  would  have 
happened  to  me  by  now  if  fift}'  years  ago  some 
fluent  talker  had  converted  me  to  the  theory 
of  the  eight-hour  day  and  convinced  me  that 
it  was  not  fair  to  my  fellows  to  put  forth  m\- 
best  efforts  in  my  work. 

"This  country  would  not  amount  to  as  much 
as  it  does  if  the  young  men  of  fifty  j'ears  ago 
had  been  afraid  that  they  might  earn  more 
than  they  were  paid.  There  were  some  shirk- 
ers in  those  days,  to  be  sure,  but  they  didn't 
boast  of  it.  The  shirker  tried  to  conceal  or 
excuse  his  shiftlessness  and  lack  of  ambition. 

"I  am  not  against  the  eight-hour  day  or 
any  other  thing  that  protects  labor  from 
exploitation  at  the  hands  of  ruthless  em- 
ployers, but  it  makes  me  sad  to  see  young 


Americans  shackle  their  abilities  by  blindlv 
conforming  to  rules  which  force  the  indus- 
trious man  to  keep  in  step  with  the  shirker. 
If  these  rules  are  carried  to  their  logical  con- 
clusion, it  would  seem  that  they  are  likely 
to  establish  a  rigid  system  of  vocational  classes 
which  will  make  it  difficult  for  the  working- 
man  to  improve  his  condition  and  station  in 
life  b\-  his  own  efforts. 

"Of  course,  I  realize  that  the  leaders  of 
union  labor  have  their  political  problems  and 
that  the}^  must  appeal  to  the  collective 
intelligence  of  their  followers,  which  is  lower 
than  the  average  individual  intelligence  of 
the  same  men,  but  there  ought  to  be  some 
labor  leader  strong  enough  and  wise  enough 
to  make  trades  unions  a  means  of  fitting  their 
members  for  better  jobs  and  greater  responsi- 
bilities. I  wonder  if  the  time  will  ever  come 
when  the  unions,  generally,  will  teach  their 
members  how  to  be  better  workmen,  and 
train  the  ablest  and  the  most  ambitious  to 
become  bosses  and  employers.  If  that  time 
ever  does  arrive  trade  unionism  will  be  one 
of  the  world's  greatest  forces  in  social  prog- 
ress, and  I  think  there  will  be  a  much  better 
understanding  between  capital  and  labor. 

"I  hope  I  may  have  enough  birthdays  to 
enable  me  to  witness  something  of  that  kind. 
I  feel  like  it  now.  Inasmuch  as  the  pro- 
hibitionists have  buried  Johnny  Walker  under 
the  Eighteenth  Amendment  and  he  has  no 
further  use  for  his  trade  mark  in  this  country, 
I'll  borrow  it  and  say  'I'm  still  going  strong.'" 


234     March,  1920  GENERAL  ELECTRIC  REVIEW  Vol.  XXIII,  Xo.  3 


Question  and  Answer  Section 

Beginning  with  the  May  issue,  we  will  resume  the 
Question  and  Answer  Section  of  the  GENERAL 
ELECTRIC  REVIEW,  which  was  discontinued  in  1917, 
at  the  commencement  of  war. 

This  section  provides  a  valuable  service  to  our  readers 
in  making  available  to  them  the  consulting  service  of  a 
large  corps  of  engineering  experts,  and  in  publishing 
Questions  and  Answers  of  general  interest  and  educa- 
tional worth. 

Address  your  inquiries  to  Editor,  Question  and  Answer 
Section,  GENERAL  ELECTRIC  REVIEW,  Schenectady, 
N.  Y. 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTFIC 

REVIEW 


VOL.  XXIII,  No.  4 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady,  N.  Y. 


APRIL,   1920 


*    ^■^ '■^'4^vi'*c! /^^syxi^ 


^^»ifc'^ 


Mallet  Type  Freight  Locomotive  Formerly  Used  on  the  Mountain  Divisions  of  the  C.  M.  86  St.  P.  R.  R. 
and  the  New  Electric  Passenger  Locomotive  for  the  Cascade  Division  o."  ^he  same  Railroad 


A  SPECIAL  ISSUE  ON 


ELECTRIC    TRACTION 


For 
Fractional  H.  P.  Motors 


TF  the  price  that  is  a  little  higher,  for 
-*■  the  machine  that  is  a  little  better,  buys 
a  stand-up-ability  that  adds  a  year  to  its 
useful  life  is  there  any  ground  for  objec- 
tion to  the  higher  price?  "noRfr\a"  Bear- 
ings are  standard  equipment  in  hundreds 
of  thousands  of  electrical  machines  that 
are  leaders  in  their  class  their  leadership 
being  based  upon  their  ability  to  do  more, 
last  longer,  earn  more.  Are  your  ma- 
chines leaders  in  their  class? 

Sie  that  your  Motors 
are  "NORmfl"  Equipped 

THE  m^mm/^  c^mf/^my 

ILs'iM]  Iglaifii^  €i^ 

Ball,  Rollei-, Thrust  and  Combination  Bearings 


General  Electric  Review 


A  MONTHLY  MAGAZINE  FOR  ENGINEERS 


Manager,  M.  P.  RICE 


Editor.  JOHN'  R.  HEWETT 


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In  Charge  of  Advertising.  B.  M.  EOFF 

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Vol.  XXIII,  No.  4 


Copyright.  1020 
by  General  Electric  Company 


April,  1920 


CONTENTS 

Frontispiece :    The  Speed  King  of  the  Rails 

Editorial :     Electricity  Opens  Wide  the  Door  to  Advancement 

Summary  of  French  Mission's  Report  on  Railway  Electrification 

By  A.  Mauduit 

Railway  Electrification  in  the  Super-power  Zone 

By  W.  B.  Potter 

The  Last  Stand  of  the  Reciprocating  Steam  Engine 

By  A.  H.  Armstrong 

Electrification  of  the  Coast  and  Cascade  Divisions  of  the  C,  ]\I.  &  St.  P.  R 

By  E.  S.  Johnson 

Passenger  Locomotives  for  Chicago,  Milwaukee  &  St.  Paul  Railway' 

By  A.  F.  Batchelder  and  S.  T.  Dodd 

Control  Equipment  of  the  New  Locomotives  for  the  C,  M.  &  St.  P.  R 

By  F.  E.  Case 

New  Type  of  High-speed  Circuit  Breaker 

By  J.  F.  Tritle 

Power-limiting  and  Indicating  System  of  the  C,  M.  &  St.  P.  Ry. 

By  J.  J.  LiNEBAUGH 

Electrification  of  the  Hershev  Cuban  Railway     .... 

Bv  F.  W.  Peters 


Summary  of  High-voltage  Direct-current  Railways     . 

By  W.  D.  Bearce 


Control  for  1200  and  1500-volt  Car  Equipments 

By  R.  S.  Beers  and  C.  J.  Axtell 

The  Public  Trusteeship  of  the  Boston  Elevated  Railway  . 

By  Edward  Dana 

Operating  Costs  of  Various  Types  of  City  Cars   .... 

By  J.  C.  Thirlwall 

Motor  Busses  or  Trackless  Trollevs 


Bv  H.  L.  Andrews 


Improvements  in  the  Design  and  Construction  of  Railway  Motors 

By  E.  D.  Priest 

Importance  of  Simplicitj'  in  Locomotive  Design  .        .        .        . 

By  A.  F.  Batchelder 

Modern  Devices  and  Control  for  Automatic  Railway  Substations    . 

Bv  Cassius  M.   Davis 


Page 
236 
237 
239 


246 
249 
263 
272 
278 
286 
292 
307 
313 
314 
319 
326 
331 
335 
340 
342 


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2 

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EML  ELECTODC 


ELECTRICITY  OPENS  WIDE  THE  DOOR  TO  ADVANCEMENT 


Electrification  is  the  open  sesame  to  better 
]ierformance  and  to  achievements  otherwise 
unattainable.  Upon  its  ability  to  open  the 
door  to  these  accomplishments,  we  wish  to 
la>'  particular  stress  in  introducing  this 
special  electric  railway  issue  of  the  Review. 

Electricity  for  traction  purposes  made  its 
debut  when  it  displaced  the  horse  car  and 
the  cable  car.  Even  in  those  early  days, 
when  comparatively  little  was  known  of  its 
workings  and  the  equipment  was  crude, 
electricity  rendered  a  better  performance 
than  did  the  motive  powers  it  replaced. 
Its  promise  of  a  brilliant  future  attracted 
engineering  talent  which,  in  the  years  that 
followed,  has  so  developed  our  city  trollev 
system  that  its  service  is  no  longer  capable 
of  duplication  by  any  non-electrical  method. 

When  the  increasingly  heavy  traffic  in  our 
larger  cities  outgrew  the  capacity  of  surface 
lines,  on  account  of  the  limited  space  avail- 
able in  the  streets,  the  elevated  railway  came 
into  being  as  a  parallel  transportation  system. 
In  the  earlier  of  these  installations,  steam 
locomotives  were  employed.  This  method  of 
operation  was  comparatively  short  lived, 
however,  because  rapid  progress  in  the  devel- 
opment of  electric  traction  equipment  made 
evident  the  advantages  of  electrification  in 
this  new  field.  The  resulting  electric  oper- 
ation produced  not  only  an  improved  service 
but  one  incapable  of  accomplishment  by 
steam.  The  same  characteristics  are  true  of 
electrification  in  subways. 

The  interurban  trolley  system  was  designed 
to  furnish  a  service  where  none  existed  before. 
Its  electrification  was  therefore  a  feature  of 
installation — not  one  of  substitution  for  prior 
motive  power.  The  development  of  this  type 
of  transportation  has  been  so  successful  as  to 
discourage  any  ambition  of  the  steam  engi- 
neer to  produce  an  equivalent  service  in  this 
field. 


The  initiation  of  electrification  in  the  steam 
traction  field  took  place  at  railroad  tunnels 
and  terminals.  Increasing  traffic  had  resulted 
in  the  steam  locomotive  smoke  becoming  so 
dense  as  to  limit  operation  in  tunnels  and  to 
be  declared  a  public  nuisance  at  terminals. 
In  both  these  locations,  the  limitation  of 
trackage  had  resulted  in  such  congested 
traffic  conditions  as  could  be  relieved  only  by 
a  radical  change  in  the  motive  power  em- 
ployed. Electrification  was  the  logical  solu- 
tion to  these  difficulties ;  and  the  record  made 
by  all  the  resulting  installations  has  unequiv- 
ocally established  the  fact  that  electricity  is 
the  only  tractive  power  capable  of  meeting 
all  the  requirements. 

The  experience  gained  in  the  operation  of 
this  type  of  electric  traction  paved  the  way 
for  the  next  progressive  step — the  electrifi- 
cation of  main  line  divisions.  When  congested 
traffic  conditions  demanded  the  actual  taking 
of  this  step,  mountain  divisions  were  the  first 
to  be  electrified  because  the  long  grades  and 
sharp  curves  in  these  sections  had  already 
taxed  steam  locomotion  about  to  the  limit 
of  its  capacity.  The  operation  of  the  equip- 
ments developed  for  this  service  has  conclu- 
sively demonstrated  that  the  performance  of 
electric  traction  is  better  than  that  of  steam 
under  these  exacting  haulage  requirements. 
In  fact,  the  operating  data  of  the  later  installa- 
tions indicate  that  the  art  of  electrification  has 
already  entered  the  stage  wherein  its  applica- 
tions produce  results  impossible  of  attainment 
by  steam  motive  power. 

Now  that  the  substitution  of  electricity 
for  steam  has  surmounted  the  greatest 
difficulties  experienced  in  heavy  traction, 
namely,  the  handling  of  traffic  at  terminals 
and  the  haulage  through  tunnels  and  over 
mountains,  there  no  longer  remains  any 
engineering  obstacle  to  the  electrification  of 
entire  steam  railwav  svstems.  E.  C.  S. 


u 

< 


239 


Summary  of  French  Mission's  Report  on 
Railway  Electrification* 

By  A.  Mauduit 

Secretary  of  the  Mission  and  Professor  of  the  Faculty  of  Science  of  the 

University  of  Nancy  (France) 

Destruction  of  French  coal  mines  by  the  invading  Germans  and  intensified  production  during  the  war  so 
depleted  the  coal  resources  of  France  as  to  force  the  Government  to  take  active  steps  toward  providing  for 
future  requirements.  Because  electrification  of  the  steam  railroads  would  relieve  the  situation  immensely,  a 
commission  of  experts  was  sent  to  America  for  the  purpose  of  studying  our  systems  of  railroad  electrification, 
comparing  them  with  those  employed  in  Evirope,  and  making  recommendation  as  to  the  best  system  to  install 
on  French  railroads.  The  commission  has  completed  its  work;  and  M.  Mauduit,  Secretary  of  the  Mission, 
has  prepared  the  following  summary  of  its  activities.  It  is  of  particular  interest  to  note  that  he  states  that 
lie  "does  not  hesitate  to  formally  conclude  in  favor  of  the  adoption  of  this  [high-voltage  direct-current)  system, 
and  he  believes  it  to  be  actually  the  only  system  suitable  for  the  electrification  of  heavy  traffic  lines." — Editor. 


The  Minister  of  Public  Works  (France) 
formed,  by  the  resolution  of  November  14, 
19 IS,  in  accordance  with  the  upper  chamber 
of  Public  Works,  a  commission  of  sttidents 
charged  to  examine  the  propositions  stibmitted 
by  the  railway  systems  of  the  Paris-Lyons- 
Mediterranean,  the  Orleans,  and  the  Midi 
for  the  electrification  of  approximately  lU.UUU 
kilometers  of  the  lines  of  their  systems. 

This  committee,  composed  of  the  most 
qualified  technical  men  of  the  administration 
and  of  the  railway  systems,  believed  that 
it  was  necessary  to  propose  to  the  A^linister  to 
send  to  the  United  States  a  commission  of 
engineer  specialists,  instructed  to  obtain  all 
information  relative  to  the  recent  progress 
of  electric  traction. 

Organization  and  Composition  of  the  Mission 

The  mission  was  comprised  of  thirteen 
members  as  follows: 

Major  D'Anglards,  and  Professor  A.  Mauduit  of 
the  faculty  of  Sciences  of  the  University  of 
Nancy,  attached  to  the  Administration  of 
Railways,  delegates  of  the  Ministry  of  Public 
Works  and  Transports. 

M.  Pomey,  Chief  Engineer  of  the  Post  and  Tele- 
graph, and  M.  Lecorbeiller,  Engineer,  deleg- 
ated by  the  Administration  of  the  Post  and 
Telegraph. 

M.  Debray,  Chief  Inspector,  and  M.  Barillot, 
Inspector,  delegates  of  the  State  Railways. 

M.  Sabouret,  Chief  Engineer,  attached  to  the 
Administration,  M.  Balling,  Principal  Main- 
tenance Engineer  of  the  line,  and  M.  Parodi, 
Chief  Engineer,  all  three  delegated  by  the 
Orleans  Railway. 

M.  Japiot,  Chief  Engineer  of  material,  and  M. 
Ferrand,  Chief  Engineer  of  the  central 
maintenance  service,  both  delegated  by  the 
Paris- Lyons- Mediterranean  Company. 

M.  Bachellery,  Chief  Engineer  attached  to  the 
Administration,  and  M.  Leboucher,  Principal 
Engineer  of  Motor  Power,  delegates  from  the 
Midi  Railway  Company. 


*  Translated  from  the  Journal  Ojficiel  De  La  Retyublic  Francais, 
August  13.  1919. 


The  greater  part  of  the  members  of  the 
Commission  left  Paris  the  15th  of  April  for 
America  and  returned  to  Paris  the  22nd  of 
July,  1919. 

Itinerary  and  Work  of  the  Mission 

Arriving  at  New  York  on  April  2.5th,  we  got 
in  touch  with  the  representatives  of  different 
construction  companies,  manufacturing  com- 
panies, and  railway  companies,  and  visited 
the  following  electric  railways : 

New  York  Central;  direct  current  000  volts  with 
third  rail. 

New  York,  New  Haven  &  Hartford;  single-phase, 
at  11,000  volts,  25  cycles. 

Pennsylvania  Railroad  and  Long  Island;  direct 
current,  600  volts,  with  third  rail. 

Suburban  Lines;  that  carry  a  considerable  freight 
traffic. 

We  also  visited  a  certain  number  of  steam 
central  stations  for  electric  power;  the  Inter- 
borough  Rapid  Transit  Company  and  the 
New  York  Edison  Company,  together  with 
the  Hydro-electric  Central  Station  of  Niagara 
and  Steam  Central  Station  at  Buffalo. 

From  May  8th  to  10th  we  made  a  visit  to 
the  works  of  the  General  Electric  Company 
at  Schenectady,  New  York,  and  discussed 
with  the  principal  engineers  of  that  Company 
questions  concerning  railway  electrification 
in  general  and  particularly  the  electrification 
with  high-tension  direct  current  (.3000  volts) 
of  the  Chicago,  Milwaukee  &  St.  Paul  (710 
kilometers  in  operation)  installed  by  the 
General  Electric  Company. 

From  the  11th  to  the  25th  of  May,  we 
visited  the  following  installations ; 

Electrification  of  the  Norfolk  and  Western  Rail- 
way; single-phase,  11,000  volts,  25  cycles,  from  Blue- 
field  to  V'ivian,  Virginia. 

Electrification  of  the  Pennsylvania  Railroad;  sin- 
gle-phase, 11,000  volts,  25.cycles,  from  Philadelphia 
to  Paoli. 


240     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Washington,  Baltimore  and  Annapolis  Electric 
Ry.;  direct  current,  1200  volts  (Interurban). 

The  Baldwin  Locomotive  Works  at  Philadelphia. 

The  repair  shops  and  factory  of  the  Pennsylvania 
R.  R.  at  Altoona. 

From  May  25th  to  2Sth  we  visited  the 
factory  of  the  Westinghouse  Mfg.  Co.,  at 
Pittsburgh,  and  discussed  with  their  engineers 
the  subject  of  electrification  in  general,  and 
particularly  the  single-phase  and  single-to- 
three-phase  systems  installed  by  that  Com- 
pany and  also  the  new  direct-current  3000- 
volt  locomotives  for  the  extension  of  the 
electrified  portion  of  the  Chicago,  Milwaukee 
&  St.  Paul  Rw-]*-. 

From  May  29th  to  June  4th  different  visits 
were  made  to  the  electric  locomotive  factory 
of  the  General  Electric  Company  at  Erie,  Pa., 
to  automatic  railway  substations  for  600-volt 
direct  current,  both  of  Westinghouse  and 
General  Electric  designs,  and  to  the  Chicago, 
Lake  Shore,  and  South  Bend  Electric  Railway 
single-phase  6600  volts  25  cycles. 

From  June  5th  to  June  14th  a  complete 
study  of  the  Chicago,  Milwaukee  &  St.  Paul 
Railway  was  made,  including  the  sections  in 
operation  from  Harlo^\i:on  to  Avery  (710- 
kilometers.  Rocky  Mountain  and  Missoula 
Divisions),  the  section  in  the  course  of  con- 
struction from  Othello  to  Tacoma  and 
Seattle  (360-kilometer  Cascade  and  Coast 
Divisions)  all  direct  current  at  3000  volts,  and 
the  repair  shops  and  supply  depot  at  Deer 
Lodge,  Montana. 

A  visit  was  made  to  the  three  hydro- 
electric stations  of  the  Montana  Power  Com- 
pany, which  furnish  the  three-phase  100,000- 
volt  60-cycle  current  to  the  electric  railroad. 
The  stations  were  the  Rainbow  (35,000  kw.), 
the  Great  Falls  (48,000  kw.),  the  Holter 
(48,000  kw.)  all  three  on  the  Missouri  River. 

The  following  installations  were  also  studied : 

Central  California  Traction  Company;  the  line 
from  Stockton  to  Sacramento  (72  kilometers)  in 
California,  equipped  with  the  inverted  third-rail 
for  1200  volts  direct-current,  a  unique  American 
example  of  the  application  of  the  third  rail  to  rather 
high  voltage. 

The  Pacific  Electric  Railway  system;  suburban 
and  interurban  lines  around  Los  Angeles,  from  600 
to  1200  volts  direct-current. 

The  hydro  electric  station'  of  the  Puget  Sound 
Light  &  Power  Company  on  the  White  River, 
near  Seattle,  Washington;  48,000  kw.,  55,000  volts 
with  a  head  of  130  meters. 

The  principal  incoming  substation  of  the  Utah 
Power  &  Light  Company  at  Salt  Lake  City,  Utah; 
outdoor  substation  at  120,000  volts  25,000  kw.  with 
a  regulation  by  synchronous  condensers  (located 
inside  a  small  special  building). 

The  Great  Western  Power  Company  of  San 
Francisco,     California;     their    hydro-electric    plant 


at  Los-Plumas,  California,  on  the  Feather  River 
with  a  head  of  138  meters,  65,000  kw.,  115,000 
volts  and  a  double  line  on  unique  poles  for  246 
kilometers  to  the  incoming  substation  at  Oakland. 

The  oil  burning  steam  central  station  of  the 
Pacific  Gas  and  Electric  Companv  at  San  Francisco; 
57,000  kw. 

The  Southern  California  Edison  Company  of 
Los  Angeles;  the  two  hydro-electric  plants  nearby 
at  Big  Creek  in  the  Sierra- Xevadas,  each  of  25,000 
kw.,  600  meter  head,  150,000  to  160,000  volts  and 
the  two  400-kilometer  lines  made  of  aluminum  and 
steel  on  separate  towers;  the  incoming  substation  at 
Eagle  Rock,  near  Los  Angeles,  150,000  volts,  with 
regulation  by  synchronous  condensers. 

Apart  from  the  general  duty  of  the  Mission, 
consisting  of  collecting  all  useftil  documents 
on  the  electrification  of  railways  and  the 
distribution  of  electric  energy-  at  high  tension, 
the  principal  duty  was  to  find  out.  on  sum- 
ming up  all  the  information  gained  by  the 
study  of  the  Swiss  and  Italian  Electric  Rail- 
ways on  one  side  and  the  American  on  the 
other,  if  a  system  of  electric  traction  existed 
for  large  systems  distinctly  superior  to  all 
others  and  able  to  be  adopted  to  the  exclu- 
sion of  all  others  by  all  the  different  compa- 
anies  interested  for  the  projected  electrifica- 
tion in  the  center  and  the  south  of  France. 

From  the  fovu^  systems  of  electric  traction 
actually  in  operation  on  great  lines  of  the 
world,  that  is,  the  single-phase,  three-phase, 
single-to-three-phase,  and  high-tension  di- 
rect-current, the  three-phase  has  already 
been  studied  in  detail  in  Italy,  where  it  is 
largely  used,  while  it  is  not  used  to  any 
appreciable  extent  in  any  other  country-,  and 
the  single-phase  has  been  equally  studied  in 
operation  in  France  on  the  ^Iidi  Railway  and 
in  Switzerland  on  the  Loctchberg  Lines  and 
in  construction  on  the  Swiss  Federal  Rail- 
ways which  have  adopted  this  system  for  the 
gradual  electrification  of  all  their  systems, 
the  electrification  actually  intended  and  even 
in  the  course  of  construction  for  the  Gothard 
Railway. 

The  single-to-three-phase,  and  the  high- 
tension  direct-current  systems  are  used  only 
in  America,  and  so  became  the  principal 
object  of  the  work  of  the  mission.  At  the 
same  time,  the  examination  of  American 
single-phase  installations  (25-cycle,  while 
the  analogous  French  installations  are  16- 
cycle.)  allowed  the  completion  of  the  study 
of  monophase  installation. 

The  total  information  of  all  kinds  gathered 
in  America  forms  the  subject  of  a  detailed 
report  by  M  Mauduit.  This  report  was 
submitted  at  the  October,  1919,  meeting  of 
the  Technical  Sub-Commission  in  order  to 


SUMMARY  OF  FRENCH  MISSION'S  REPORT  ON  RAILWAY  ELECTRIFICATION  2-11 


serve  as  a  basis  for  the  discussion  of  a  pro- 
position tending  to  make  a  choice  of  a  traction 
system,  different  for  the  individual  com- 
panies but  following  a  general  formula 
established  by  this  Sub-Commission  with  the 
approval  of  the  whole  committee. 

The  purpose  of  this  summary  of  the  report 
is  to  give  only  the  most  important  results  and 
the  principal  impressions  obtained  from  the 
American  experience,  together  with  the  per- 
sonal conclusions  of  the  writer.  The  docu- 
ments have  been  gathered  by  all  members  of 
the  commission,  perhaps  together  and  perhaps 
separately,  but  the  opinions  expressed  in  this 
article,  while  they  are  in  general  the  concensus 
of  the  general  impressions  of  the  Mission,  are 
personal  opinions  and  only  bind  the  writer, 
since  they  have  not  been  approved  by  the  tech- 
nical sub-commission  in  the  presence  of  all  the 
members  of  this  commission,  called  before  this 
commission  to  complete  and  discuss  them. 

Monophase  Electrification 

The  principal  lines  equipped  with  mono- 
phase current  are  the  New  York,  New  Haven 
&  Hartford  Railroad  and  the  Pennsylvania 
Railroad,  from  Philadelphia  to  Paoli. 
x'\lthough  these  lines  are  suburban  lines, 
they  are  interesting  to  study  since  the  system 
of  traction  employed  is  applicable  to  larger 
lines,  and  the  same  as  that  of  the  French 
Midi  road  save  that  the  frequency  is  25 
cycles  instead  of  16. 

New  York,  New  Haven  &  Hartford  Railroad 

The  electrification  of  this  system  was 
decided  upon  in  accordance  with  the  order 
of  New  York  State;  it  has  a  total  of  102 
kilometers  electrified  and  takes  in  a  part  of 
the  direct-current  inverted  third-rail  system 
in  the  common  terminal  with  the  New  York 
Central  Railroad,  when  leaving  New  York. 

The  outlying  part  is  11,0UU  volts  single 
phase,  with  an  overhead  trolley  wire.  The 
necessity  of  operating  partly  on  (JOO  ^'olts 
direct-current  and  partly  on  11,000  volts 
single-phase  greatly  complicates  the  equip- 
ment of  the  locomotives  which  must  run  into 
the  city  of  New  York. 

The  traffic  is  important  and  the  technical 
operation  adequate  after  many  difficulties  of 
the  first  years  were  surmounted.  These 
difficulties  mainly  consisted  in  struggling 
against  accidents  due  to  the  frequent  short 
circuits  on  the  trolley  wire,  or  on  the  power 
feeders,  and  against  the  interference  set  up 
in  the  telegraph  and  telephone  lines  adjoining 
and  belonging  to  different  companies. 


The  solution  of  these  problems  has  been 
found,  but  at  the  price  of  complicated 
organization,  delicate  and  costly  to  install 
and  maintain.  The  telephone  lines  have  been 
put  underground  in  lead  covered  cables:  the 
distribution  of  power  has  been  made  at 
22,000  volts  by  means  of  30  compensating 
auto-transformers,  spread  over  the  102  kilo- 
meters of  the  road  to  lessen  the  height  of  the 
voltage  surges  in  the  line,  and  to  reduce  the 
interference  on  the  telegraph  and  telephone 
lines.  This  installation  is  in  place  of  the 
transformers  for  this  work  on  the  Midi  road 
with  the  additional  advantage  of  the  reduc- 
tion of  the  voltage. 

The  equipment  includes  103  locomotives 
and  26  motor  cars;  the  cost  of  maintenance  is 
comparatively  high  and  the  personnel  of  the 
repair  shops  quite  numerous.  The  single- 
phase  motors  are  very  delicate  and  require 
ver^'  careful  watching  of  the  commutator. 

Pennsylvania  Railroad 

The  lines  from  Philadelphia  to  Paoli  are  32 
kilometers  with  four  tracks  and  from  north 
Philadelphia  to  Chestnut  Hill  are  20  kilo- 
meters with  two  tracks. 

The  equipment  includes  only  motor  cars, 
not  locomotives,  and  the  service  varies  from 
suburban  t^^pe  to  heavy  traffic.  The  techni- 
cal operation  is  good,  the  motors  are  not 
required  to  operate  on  both  direct  current  and 
monophase  current,  are  of  a  more  modern  type, 
and  possess  better  commutation. 

Special  precautions  have  been  taken  to 
prevent  short  circuits,  and  the  struggle 
against  interference  on  the  telegraph  and 
telephone  lines  has  been  solved  after  a 
fashion:  (1)  by  placing  these  lines  in  lead 
covered  cables  underground;  (2)  by  the  use 
of  frequent  feeder  transformers  (5  for  the 
52  kilometers  of  roadj ;  and  (3)  by  the  use  of 
track  transformers  placed  along  the  track  at 
very  short  distances,  approximately  one  kilo- 
meter. 

Under  normal  conditions,  the  operation 
of  the  signal  lines  is  adequate,  but  short 
circuits  although  rare  produce  important 
disturbances.  A  very  interesting  preparatory 
register  connected  on  an  extra  wire,  placed 
in  a  cable,  permits  the  control  at  any  moment 
of  the  interference  voltage  induced  in  the 
telegraph  and  telephone  lines. 

The  American  monophase  traction  instal- 
lations, especially  on  account  of  the  high 
frequency  adopted  (25  cycles  instead  of  the 
16  cycles  in  Europe)  a  frequency  which  was 
imposed  by  the  local  conditions  in  order  that 


242     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


the  numerous  distribution  systems  at  this 
frequency  might  be  directly  utilized,  and  the 
employment  of  motors  often  not  quite  so  good 
as  those  which  have  been  found  on  the  Midi 
and  in  Switzerland,  showed  an  installation 
less  perfected  than  the  similar  installations 
in  Europe. 

At  the  same  time  the  struggle  against 
interference  with  telephone  and  telegraph 
lines  has  been  carried  to  a  considerable  per- 
fection and  there  will  certainly  be  a  con- 
siderable discussion  in  the  large  report  of 
this  system  of  traction  in  France,  if  it  is 
adopted.  On  the  other  hand,  the  trolley  lines 
with  catenary  suspension  are  remarkably  well 
made. 

If  we  assemble  now  the  experience  of 
France,  Switzerland  and  America,  we  are 
forced  to  conclude  that  the  monophase  system 
is  still  far  from  the  point  of  presenting  the 
solution  to  a  ntunber  of  problems  insuffi- 
ciently solved  in  actual  practice,  notably  the 
production  of  a  motor  capable  of  exerting  a 
heavy  torque  for  a  considerable  time  without 
rotating,  in  order  to  be  able  to  start  heavy 
trains  on  the  important  grades,  and  of 
regenerative  braking. 

Furthermore,  this  system  leads  to  com- 
plicated equipment  for  the  protection  of  the 
neighboring  telephone  circuits,  which  con- 
siderably augments  the  cost  of  installation. 
Without  this  consideration  the  cost  would  be 
distinctly  less  than  similar  costs  with  the 
three-phase  and  high-tension  direct-current 
systems. 

The  expenses  of  maintenance  of  the  rolling 
stock  are  always  higher  than  in  the  latter 
two  systems  and  the  motors  are  less  rugged 
and  capable  of  less  overload. 

Single-to-three-phase  Electrification 

In  the  single-to-three-phase  system  which 
the  American  calls  split-phase,  the  power 
is  furnished  to  a  single  contact  wire  as 
in  the  monophase  with  the  return  by  the 
rails  as  in  the  single-])hase  form,  but  it  is 
transformed  in  the  locomotives  by  means  of 
a  special  converter  to  three-phase  power  and 
the  motors  used  with  this  last  locomotive  are 
three-phase  induction  motors.  The  aim  of 
this  installation  is  to  jjrofit  from  the  single- 
contact  wire  of  the  monophase  system  (while 
the  Italian  three-phase  requires  two  trolley 
wires  in  addition  to  the  rail  .serving  as  a 
return)  and  from  the  three-phase  induction 
motor,  rugged  and  economical  and  capable 
of  exerting  heavy  torque  for  several  minutes 
without  rotation  and  of  pulling  the  heaviest 


trains  which,  up  to  now,  has  not  been  ob- 
tained with  the  ordinarv-  commutator  mono- 
phase motor. 

There  onh'  exists  at  this  time  one  line 
operating  with  this  system.  It  is  the  line 
from  Bluefield  to  Vivian  of  the  Norfolk  & 
Western  Railway,  in  the  Appalachian  Moun- 
tains in  Virginia  and  West  Virginia,  for  a 
length  of  48  kilometers  with  two  or  three 
tracks,  and  numerous  cur\-es  and  grades  reach- 
ing 20  millimeters  per  meter. 

These  locomotives  are  flexible  and  robust. 
but  their  operation  brings  out  different 
mechanical  and  electrical  faults  which  have 
not  been  corrected  up  to  this  time  in  an 
adequate  fashion  and,  on  account  of  which. 
this  installation  may  be  considered  to  be  as 
yet  only  in  the  test  period,  and  the  mainte- 
nance expense  of  the  rolling  stock  is  greater 
than  that  of  the  other  systems. 

From  the  mechanical  point  of  view  the 
transmission  of  motion  from  the  motors  to 
the  axles,  which  is  made  by  "jack  shafts"  and 
horizontal  cranks,  occasions  rapid  wear  of 
the  bearings,  and  even  a  dislocation  of  the 
frame  or  the  breaking  of  the  cranks,  on 
account  of  enormous  forces  de\-eloped  at  the 
time  of  the  vertical  displacement  of  the  frame. 

From  an  electrical  point  of  \-iew  the 
principal  inconveniences  are  the  following: 
The  three-phase  power  produced  by  the  con- 
verter actually  is  not  perfectly  s>-mmetrical. 
and  the  phases  do  not  have  equal  currents. 
Furthermore,  the  rotors  of  the  motors  are 
connected  to  different  liquid  rheostats,  and 
the  loads  are  not  always  equally  divided 
between  the  different  motors,  very  often  with 
considerable  differences.  A  regulation  of 
loads  by  the  engineer  has  been  pro\-ided  but 
the  latter,  very  busy,  can  only  make  sure  of 
a  very  imperfect  adjustment,  and  the  motors 
consequently  often  deteriorate  rapidly.  The 
power-factor  is  \-ery  low.  on  account  of  the 
presence  of  the  induction  converter  which 
adds  its  magnetizing  losses  to  those  of  the 
motors. 

To  remedy  these  defects,  with  the  exception 
of  the  distribution  of  the  load  between  the 
motors,  the  manufacturer  is  taking  up  at  this 
moment  the  use  of  a  synchronous  converter 
to  give  a  good  ])ower-factor  and  to  make  the 
three-]3hase  current  more  s\Tnetrical:  but  no 
practical  application  of  this  new  apparatus 
has  been  made  yet,  and  it  must  be  feared 
that  there  will  be  very  great  instability  on 
the  occasion  of  breaks  in  the  trolley  wire. 

On  account  of  the  numerous  repairs  in 
progress   and    of   the   lack    of   electric    loco- 


SUMMARY  OF  FRENCH  MISSION'S  REPORT  ON  RAILWAY  ELECTRIFICATION  243 


motives  due  to  the  war,  the  operation  of  this 
portion  from  Bluefield  to  Vivian  still  requires 
many  steam  locomotives.  The  Pennsylvania 
Railroad  is  taking  up  on  its  own  account  a 
single-to-three-phase  application  on  the  four 
track  line  from  Altoona  to  Johnstown  on 
the  road  from  Philadelphia  to  Chicago.  A 
test  locomotive  is  in  the  course  of  being  tried 
out,  but  no  permanent  installation  has  been 
started  on  the  road. 

In  conclusion,  the  single-to-three-phase 
system,  in  which  the  principle  at  first  glance 
seems  very  interesting,  and  which  supplies 
an  effectual  assistance  to  the  monophase 
system  by  the  emplo\-ment  of  locomotives 
or  motor  cars  with  monophase  only  for  the 
express  trains  or  light  trains,  and  of  loco- 
motives single-to-three-phase  for  the  heavy 
and  slow  trains,  all  these  locomotives  being 
supplied  by  the  same  trolley  wire  with  mono- 
phase current,  is  found  to  present  in  practice 
numerous  faults  which  have  not  yet  been  cor- 
rected, and  on  account  of  which  this  system 
has  not  come  up  to  the  hopes  with  which  it 
was  regarded  when  started. 

High-tension  Direct-current  Electrification 

Already  the  600-volt  direct-current  system 
has  been  utilized  for  a  long  time,  in  a  stan- 
dard method  for  city  and  suburban  electric 
railways,  either  with  a  trolley  wire  for  the 
tramways,  or  with  a  third  rail  for  the  subur- 
ban railways  (the  line  of  the  Invalides  to 
\'ersaille  and  from  Paris  to  Juvisy,  of  the 
Metropolitan) . 

In  the  United  States,  the  greater  part  of 
the  interurban  lines  operate  at  1200  volts 
direct  current  with  an  overhead  trolley  wire. 
A  considerable  number  of  these  lines  are 
really  railroads  with  both  passenger  and 
freight  traffic,  and  attain  speeds  of  60  to  80 
kilometers  per  hour.  Many  of  them  were 
originally  equipped  with  single-phase  current, 
at  voltage  varying  from  3000  to  6600  volts, 
but  have  been  made  over  for  direct  cturent 
at  1200  and  1500  volts.  The  equipment  for 
this  latter  voltage  is  now  as  standard  as  that 
for  tramways  at  600  volts. 

Encouraged  by  the  excellent  operation  of 
these  installations  the  Americans  have  tried, 
with  like  success,  to  raise  the  direct-current 
voltage  to  2400  volts,  and  have  equipped  in  this 
manner  the  mining  line  from  Butte  to  Anacon- 


*  This  second  section  of  the  C.  M.  &  St.  P.  Ry.  will  have 
been  placed  in  electric  operation  before  this  article  is  printed.- — 
Ed. 

t  These  breakers  are  described  in  the  article  "High-speed  Cir- 
cuit Breakers  for  the  C.  M.  &  St.  P.  Electrification,"  by  C.  H. 
HiU.  General  Electric  Review.  September,  1918.  and  also  in 
the  article.  "A  New  Type  of  High-speed  Circuit  Breaker,"  by 
J.  F.  Tritle.  in  this  issue. — Ed. 


da  of  the  Butte,  Anaconda  &  Pacific  Railway 
(Montana),  53  kilometers  of  main  track. 
Following  this  they  have  executed,  at  3000 
volts,  the  electrification  of  the  world,  from 
Harlowton  to  Avery,  710  kilometers,  main 
track  across  the  Rocky  Mountains  and  the 
Missoula  region  on  the  Chicago,  Milwaukee 
&  St.  Paul  Railway. 

The  electrification  of  the  second  section  of 
360  kilometers,  between  Othello  and  Tacoma, 
Seattle,  as  far  as  the  Pacific,  is  in  the  course 
of  construction*,  and  that  of  the  portion 
comprised  between  Avery  and  Othello,  about 
the  same  distance,  has  already  been  decided 
upon. 

We  studied  with  particular  care  this 
installation  of  the  Chicago,  Milwaukee  and 
St.  Paul,  and  all  the  members  were  unanimous 
in  considering  that  this  electrification,  by  far 
the  most  important  in  the  world,  was  at  the 
same  time  greatly  superior  to  all  the  others 
on  account  of  the  excellence  of  its  technical 
operation  from  all  points  of  view. 

The  electric  power  is  furnished  by  the 
Montana  Power  Company  and  is  three-phase 
100,000  volts.  It  is  transformed  to  direct 
current  in  rotary  substations  consisting  of 
motor  generator  sets,  which  are  composed  of 
a  synchronous  motor  and  two  generators  for 
direct  current,  mounted  on  the  same  shaft 
and  coupled  electrically  in  series  in  such  a 
manner  that  each  produces  only  1500  volts 
on  the  commutator. 

These  substations  are  the  most  delicate  and 
most  expensive  part  of  this  traction  system, 
but  they  are  only  to  the  niunber  of  14  for  the 
710  kilometers  (about  1  every  50  kilometers) 
and  operate  very  excellently.  They  require 
only  a  personnel  of  three  men  each,  a  chief 
and  two  aides  for  continuous  operation  with 
a  power  from  4000  to  6000  kw.  By  the  use 
of  flash  barriers  on  the  comnuitators,  and  of 
extra  fast  circuit  breakersf  in  the  main  line, 
accidents  resulting  from  the  most  redoubtable 
phenomenon  of  direct-current  circuits,  nameh\ 
the  flash  of  fire  on  the  commutators  (flash 
over)  in  the  case  of  short  circuit,  have  been 
eliminated. 

The  excellence  of  the  installation  of  these 
substations  counts  for  a  great  deal  in  the 
success  obtained  by  the  high-tension  direct- 
current  project. 

At  the  relatively  low  tension,  3000  volts 
on  the  trolley  wire  (in  place  of  11,000  to 
15,000  volts  for  single  phase)  gives  a  cor- 
respondingly great  voliune  of  cturent  to 
obtain  the  pull  on  hea\n,-  trains.  Experience 
has  shown  that  with  a  double  trollev  wire 


244     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


and  a  pantograph  trolley  with  a  double  shoe 
and  quadruple  contact  a  current  of  1500  to 
2000  amperes  is  easily  obtained  at  a  speed 
of  80  to  96  kilometers  per  hour,  and  4000 
amperes  at  a  speed  of  25  kilometers  per  hour, 
which  is  more  than  sufficient  for  the  heaviest 
trains  and  the  greatest  powers. 

The  locomotives  are  very  easy  to  run  and 
operate  perfectly,  the  series  direct-current 
motor  being  of  all  others  the  ideal  motor 
for  traction  work  as  has  long  been  shown  by 
the  experience  of  tramways  and  suburban 
railways.  They  are  capable  of  regenerative 
braking,  marvellously  regulated,  which  assures 
the  most  flexible  progress  on  down  grades 
and  occasions  an  important  economy  of 
the  power,  the  tires  of  the  wheels,  and  the 
brake  shoes.  A  single  armature  winder  -Rath 
an  assistant  assures  the  operation  of  the 
336  motors  of  the  42  locomotives  in  the 
service,  while  the  former  storage  of  steam 
locomotives  at  Deer  Lodge,  corresponding  to 
360  kilometers  of  line,  is  sufficient  for  the 
installation  of  the  storage  of  the  electric 
locomotives  and  the  repair  shops  for  the  total 
distance  electrified,  which  is  710  kilometers. 

A  single  locomotive  is  sufficient  to  pull 
passenger  trains  of  900  to  1000  tons  American, 
even  on  grades  of  20  millimeters  per  meter. 
Freight  trains  of  2800  American  tons  are 
pulled  by  a  single  locomotive  on  grades  of 
10  millimeters  (the  tractive  effort  is  then  32.8 
metric  tons)  and  by  two  locomotives  on 
greater  slopes.  The  average  weight  carried  by 
freight  trains  is  about  1900  American  tons.  In 
trains  pulled  by  two  locomotives,  the  second 
machine  is  placed  in  the  middle  of  the  train 
and  not  at  the  end.  It  must  be  said  further- 
more that  the  break-up  of  a  train  is  not 
feared  in  America  as  all  the  freight  trains,  like 
the  passenger  trains,  are  provided  with  an 
automatic  air  brake  on  every  car. 

A  considerable  advantage  of  the  direct- 
current  system  is  that  it  does  not  seem  to 
have  any  but  the  slightest  interference  with 
the  telegraph  and  telephone  lines,  in  fact 
insignificant.  We  are  well  able  to  report  that 
one  may  telephone  very  easily  on  the  service 
lines  of  the  railroad  placed  all  along  the  tracks 
on  an  aerial  wire  without  any  protection. 

A  multiplex  printing  apj)aratus  for  the 
telegraph  service,  worked  between  Spokane 
and  Helena  with  an  earth  return,  was  diverted 
especially  for  us  in  such  a  fashion  as  to  use  a 
wire  placed  on  the  poles  of  the  electric  rail- 
road for  a  distance  of  270  kilometers.  This 
operated  perfectly  during  eight  days  without 
even  being  troubled  by  three  short  circuits 


made  very  complete  intentionally  between 
the  trolley  wire  and  the  rail  in  the  course  of 
the  telegraph  wire. 

In  spite  of  the  loss  of  energy  due  to  trans- 
formation of  three-phase  current  to  direct 
current  in  rotary  substations,  operating  con- 
tinuously, and  although  the  load  is  compara- 
tively light,  that  is,  two  passenger  trains  and 
three  to  four  freight  trains  in  each  direction 
per  day,  the  efficiency  of  the  system  is  good; 
27  watthours  per  metric  ton  kilometer  which 
corresponds  to  an  over-all  efficiency  of  50  per 
cent  from  the  point  of  purchase  from  the 
producer  up  to  the  point  of  consumption. 

Conclusions  Relative  to  the  Choice  of  an  Electric 
Traction  System 

Oil  account  of  the  remarkable  results  obtained 
by  the  Chicago,  MilwOiUkee  &  St.  Paul  Ruy.  with 
3000-volts  direct  current,  the  writer  does  not  hesi- 
tate to  formally  conclude  in  favor  of  the  adoption 
of  this  system,  and  he  belirces  it  to  be  actually  the 
only  system  suitable  for  the  electrification  of  heavy 
traction  lines. 

It  is  possible  that  with  the  single-phase 
system,  which  at  the  first  glance  shows  the 
advantage  of  lending  itself  to  a  great  variety 
of  combinations,  satisfactor]*-  operation  ma\- 
some  day  be  obtained,  but  it  is,  without 
doubt,  the  fact  that  the  actual  practice  is  far 
from  being  desirable  at  this  time. 

Direct  current  presents  the  incon\-enience 
of  being  a  little  more  expensive  in  first  cost, 
on  account  of  the  rotar\-  substations  required 
to  transform  the  50-cycle  three-phase  current 
generally  produced  in  the  (French)  central 
stations.  Nevertheless,  it  must  be  said. that 
to  obtain  economy  in  this  regard  with  the 
monophase  installation,  it  is  necessary-  to 
generate  directly  the  single-phase  current 
at  a  low  frequency  (16  cycles)  by  means  of 
special  electric  generating  groups,  so  that  if 
it  is  wished  to  utilize  the  current  produced 
normally  by  the  central  station  (three-phase 
at  50  cycles)  it  is  necessary  to  go  back  to  the 
rotary  transformation,  the  same  with  the 
single  phase  as  with  the  direct  current.  From 
this  point  of  view,  the  direct  current  offers 
the  advantage  of  being  able  to  use  the  current 
of  any  station  under  the  same  conditions. 

So  far  as  the  expense  of  operation  is  con- 
cerned, the  complete  and  exact  calculations 
compiled  by  the  engineering  ser\-ices  of  the  dif- 
ferent companies  could  only  show  the  compari- 
son between  the  different  systems;  the  writer, 
nevertheless,  estimates  that  the  dilTerenco 
would  not  be  great,  and  would  not  come  into 
consideration  in  the  choice  of  the  svstem. 


SUMMARY  OF  FRENCH  xVIISSION'S  REPORT  ON  RAILWAY  ELECTRIFICATION  245 


The  almost  complete  absence  of  inter- 
ference on  the  telephone  and  telegraph  lines 
constitutes  for  direct  current  a  very  con- 
siderable superiorit}^  over  the  other  systems. 

We  have  not  spoken  of  the  three-phase 
system,  which,  in  America,  has  only  an  insigni- 
ficant local  application.  Dispite  certain 
advantages  obtained  by  the  Italians,  we 
are  of  the  opinion  that  it  should  be  rejected 
especially  in  consequence  of  the  complexity 
and  of  the  high  price  of  installation  and 
maintenance  of  the  two  trolley  wires. 

Economic  Considerations  of  Electric  Traction 

From  the  economic  point  of  view,  the 
papers  which  we  brought  back  from  America 
are  much  less  complete  and  less  accurate  than 
the  technical  information. 

On  the  other  hand  it  is  necessary,  in  judg- 
ing from  the  American  experience  the  future 
economy  of  European  electric  traction,  to 
make  considerable  modifications  in  the  figures 
in  the  case  of  two  principle  items,  which 
differ  in  the  American  installation  from  the 
European  installation. 

(1)  In  America,  the  coupling  employed  has 

a  strength  against  breaking  of  about 
135  tons,  and  the  tract i'.;  efl^orts  are 
allowable  up  to  40  tons.  In  Europe, 
the  draw  bars  are  of  two  models  of 
which  the  strengths  are  respectively 
35  and  55  tons,  and  tractive  efforts 
are  limited  to  ten  tons  (except  12  to 
15  tons  in  Switzerland). 

(2)  In    America,    all    the    passenger    and 

freight  cars  are  equipped  with  a  com- 
pressed air  brake. 
The  result  is  that  in  America  locomotives 
two  or  three  times  more  powerful  may  be 


employed,  with  freight  trains  two  or  three 
times  longer  and  heavier  than  in  Europe,  and 
that  the  personnel  on  these  trains  is  relatively 
much  smaller  which  completely  changes  the 
expense  of  operation. 

The  accurate  calculations  made  by  the 
Companies,  and  above  all  the  results  of  the 
first  electrifications  installed  and  the  con- 
sideration of  the  exact  prices  of  coal,  can  alone 
show  under  what  conditions  electric  traction 
will  be  more  economical  than  steam  traction. 
It  is  known,  however,  from  another  source, 
that  the  economy  will  be  mostly  felt  on  the 
lines  having  steep  grades  and  heaw  traffic; 
and  it  is  probable  that  for  many  lines  differing 
too  greatly  from  these  conditions,  electric 
traction  will  be  more  expensive  than  steam 
traction. 

Nevertheless  the  necessity,  more  and  more 
important,  of  economizing  coal,  and  the  great 
advantages,  which,  it  is  well  known,  are 
linked  with  electrification,  render  it  neces- 
sary that  the  most  rapid  construction  of  the 
first  works  be  carried  out  in  view  of  the 
gradual  electrification  of  the  most  interesting 
lines  of  the  systems  of  the  Paris-Orleans 
Railway,  the  Paris-Lyons-Mediterranean Rail- 
wav,  and  the  Midi  Railwav. 


La  Gare  de  Lyon,  Paris 


246     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


Rail^vay  Electrification  in  the  Super-power  Zone 

By  W.  B.  Potter 
Engineer  Railway  and  Traction  Department,  General  Electric  Company 

The  proposal  that  a  Super-power  Zone  be  created  in  the  section  of  the  Atlantic  seaboard  lying  between 
Boston  and  Washington,  and  extending  100  to  150  miles  inland,  calls  for  the  electrification  of  the  railroads  and 
industrials  in  this  congested  district  and  for  the  installation  of  a  comparati\-ely  few  exceptionally  large  electric 
generating  stations  of  the  most  modern  type  to  furnish  the  necessary  power.  At  the  Midwinter  Convention 
of  the  A.  I.  E.  E.,  New  York,  February  19,  1920,  Messers.  W.  L.  R.  Emmet,  J.  F.  Johnson,  H.  G.  Reist,  F.  D. 
Newbury,  W.  B.  Potter,  P.  Torchio,  P.  H.  Thomas,  W.  D.  A.  Peaslee,  and  A.  O.  Austin,  all  experts  in  their 
fields,  contributed  to  a  symposium  on  the  subject  of  the  Super-power  Zone.  Under  the  leadership  of  Mr. 
W.  S.  Murray,  Chairman  of  the  Traction  and  Transportation  Committee,  truly  astonishing  facts  were  brought 
out.  For  example,  the  electrification  of  this  district  would  raise  the  load-factor  from  15  to  50  or  possibly  60  per 
cent,  would  enable  one  ton  of  coal  to  do  the  work  of  two,  and  would  produce  a  25  per  cent  saving  annually  on 
the  Zone  investment  cost.  The  following  article  is  Mr.  W.  B.  Potter's  contribution  to  the  symposium.  His 
figures  for  this  district  and  those  of  Mr.  Armstrong  for  the  entire  United  States  clearly  demonstrate  the  advis- 
ability of  the  Government,  railroad  operator,  and  electric  locomotive  manufacturer  taking  immediate  steps 
toward  the  general  electrification  of  our  railroads. — Editor. 


T' 


^HE  suggested  eco- 
nomic system  of 
interconnected  power 
generation  and  distri- 
bution throughout  the 
proposed  Super-power 
Zone,  Fig.  1,  should 
adequately  and  ad- 
vantageously provide 
for  the  electric  opera- 
tion of  the  railways 
within  this  zone,  as 
well  as  for  the  power 
required  for  indus- 
trial and  other  pur- 
poses. The  electrification  of  these  railways 
would  insure  not  only  a  substantial  reduction 
in  the  amount  of  coal  othenvise  consiuned  by 
the  steam  locomotives  but  also  a  material  re- 
duction in  the  cost  of  maintaining  the  mo- 
tive power  units.  Electrification  would  also 
provide  a  more  reliable  service  for  all  classes 
of  traffic  and  would  be  a  welcome  improve- 


W.  B.  Potter 


ment  to  the  traveler  as  passenger  trains  would 
be  less  frequently  late,  especially  during  the 
winter.  The  colder  the  weather  the  greater 
is  the  reser\-e  power  of  the  electric  locomotive, 
which  is  a  much  better  characteristic  than 
that  of  the  steam  locomotive  whose  power 
under  similar  conditions  is  correspondingly 
diminished. 

There  are  ntmierous  illustrations  of  elec- 
tric operation  which  are  comparable  to  the 
ser\'icc  within  the  zone  under  consideration, 
as  well  as  man>-  other  examples  of  railwav 
electrification  throughout  the  country  and 
abroad,  which  afford  conclusive  evidence  as 
to  the  successful  operation  of  railways  with 
electric  power.  In  fact,  a  large  number  of 
railwa>-  electrifications  are  already  embraced 
within  the  limits  of  the  proposed  zone,  and 
while  they  do  not  represent  a  large  propor- 
tion of  the  total  mileage,  their  traffic  statistics 
are  available  and  can  readily  be  studied  as  a 
basis  for  determining  the  demands  of  the 
whole  area.    A  tabulation  of  these  electrifica- 


TABLE  I 
STEAM  RAILROAD  ELECTRIFICATION   IN  THE  SUPER  POWER   ZONE 


Railroads 

Dateof 

Electri- 
fication 

Route 
Miles 

Total 
Mileage 
of  Track 

No.  of 
Locoa. 

Near 
Motor 
Cars 

Baltimore  &  Ohio  R.  R.         . .                  

1895 
1905 
1906 
1906 
1907 
1910 
1911 
1912 
1915 

3.6 
88.63 
54.00 
74.60 
81.63 
18.73 

7.97 
18.23 
30.5 

8. 

218. 

268. 

150.26 

527.49 
97.49 
21.50 
54.41 

116.3 

9 
0 

73 

0 

106 

33 
7 
1 
0 

0 

Long  Island  R.  R 

N.  Y.  C.  &  H.  R.  R.  R 

\V.  J.  &  Seashore  R.  R 

477 
221 
109 

N.  Y.,  N.  H.  &  H.  R.  R 

Penn.  R.  R.  (New  York) 

27 
8 

Bo-Jton  &  Maine  R.  R 

0 

N.  Y.,  West  &  Boston 

40 

Penn.  R.  R.  (Phila.)                                                         

115 

Totals 

377.89 

1461.45 

229 

997 

RAILWAY  ELECTRIFICATION  IN  THE  SUPER-POWER  ZONE 


247 


tions  shows  that  in  this  area  there  are  already 
three  hundred  and  eighty  (380)  miles  of 
electric  route,  embracing  1450  miles  of  single 
track  and  operating  230  electric  locomotives 
and  about  1000  motor  cars  for  multiple  unit 
suburban  service.  Table  I  shows  the  data 
of  the  various  roads  embraced  in  this  state- 
ment. 

In  order  to  obtain  a  general  picture  of  the 
railroad  traffic  which  would  be  affected  by 
the  power  supply  of  the  Super-power  Zone, 
a  study  was  made  of  the  traffic  conditions  of 


would  be  embraced  in  the  Zone.  For  the 
purpose  of  the  investigation,  the  mileage  of 
those  divisions  of  each  road  which  would 
presumably  be  included  in  the  proposed 
Super-power  Zone  has  been  tabulated,  thus 
determining  the  percentage  of  the  total 
mileage  of  each  road  lying  within  the  Zone. 
This  percentage,  or  ratio,  has  been  applied 
to  all  other  data  of  the  road  in  order  to  deter- 
mine the  traffic  within  the  zone.  This  factor, 
therefore,  determines  the  number  of  loco- 
motives, the  amount  of  traffic  which  would  be 


Fig.  1.     Map  Showing  the  Proposed  Super-power  Zone 


the  territory'  covered  by  the  Zone.  In  making 
this  study,  data  were  taken  from  the  operat- 
ing reports  of  the  United  States  Railroad 
Administration,  extending  over  the  months 
of  1919  for  which  comparable  figures  are 
available. 

The  reports  of  the  Railroad  Administration 
do  not  give  separate  traffic  statistics  of  the 
various  divisions  of  the  roads  which  are 
embraced  in  their  report,  and  there  is  neces- 
sarily some  uncertainty  in  estimating  the 
portion  of  each  road  and  the  traffic  which 


handled  electrically  instead  of  by  steam,  and 
the  tonnage  of  coal  which  would  be  replaced 
by  electric  power.  In  view  of  these  assump- 
tions as  to  the  probable  area  of  the  Super- 
power Zone  and  the  amount  of  included 
traffic,  the  estimate  as  given  can  only  be 
an  approximation. 

As  the  detailed  figures  obtained  from  the 
operating  reports  do  not  apply  to  switching 
service,  20  per  cent  has  been  added  to  the 
mileage  and  tonnage  to  cover  this  service; 
and  as  the  power  requirements  per  ton  mile 


248     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  4 


for  switching  are  approximately  double  those 
for  main  line  senace,  40  per  cent  has  been 
added  to  cover  the  coal  consumed  in  switching. 
On  this  basis  it  is  estimated  that  the  rail- 
road traffic  in  the  region  covered  by  the  zone 
can  be  approximately  represented  by  Table  II. 

TABLE  II 
RAILROAD  TRAFFIC   IN  THE  SUPER- 
POWER ZONE 
(Passenger,  Freight  and  Switching) 

Miles  of  route 12,000 

Miles  of  single  track 30,000 

Locomotives  in  service 8,100 

Locomotive  miles  annually 185,000,000 

Gross  ton  miles  annually,  including 
main  line  and  switching  move- 
ments of  passenger  trains,  freight 

trains  and  locomotives 170,000,000,000 

Tons  of  coal  consumed  annually.  .  . .  21,000,000 

Considering  railway  electrification  broadly 
throughout  the  whole  countrv'  and  including 
only  those  lines  which  handle  freight  and  pas- 
senger service  with  electric  locomotives,  there 
are  found  to  be  about  700  electric  locomotives 
operating  over  5000  miles  of  route. 

There  has  been  some  data  published  on 
the  results  of  heavy  electrification. 

From  data  available,*  it  would  appear 
that  the  ton-miles  moved  by  6V2  lb.  of  coal 
in  a  steam  locomotive  is  approximately  equal 
to  that  which  can  be  moved  by  one  kilowatt- 
hour  delivered  from  the  power  station. 
Applying  this  ratio  to  the  last  item  in 
Table  II,  the  electric  energy  which  would 
be  required  to  handle  the  traffic  now  han- 
dled by  the  21,000,000  tons  of  coal  in  steam 
locomotives  is  approximately  6,500,000,000 
kw-hr. 

If  we  assume  40  watt-hours  per  ton  mile 
at   the   power  station,   which   checks  fairly 

*  Particular  reference  was  made  to  the  following  papers: 
"  Electrification  Analyzed  and  Its  Practical  Application  to 

Trunk  Line  Roads."  by  W.  S.  Murray.  A.  I.  E.  E..  Vol.  XXX, 

1911. 

"Electrical   Operation  of    the   Butte,   Anaconda  &   Pacific 

Railway."  by  J.  B.  Cox.  A.  I.  E.  E..  Vol.  XXXIII.  Sept.,  1914. 
"Operating  Results  from  the  Electrification  of  the  Trunk 

Line  of  the  C,  M.  &  St.  P.  Ry,"  by  R.  Bccuwkcs.  New  York 

Railroad  Club,  March  16,  1917. 


well  with  the  records  of  a  mixed  service  of 
main  line  and  switching,  the  total  energv- 
for  moving  the  assimied  traffic  of  170,000,- 
000,000  ton  miles  would  be  approximatelv 
6,800,000,000  kw-hr. 

The  actual  requirements  would,  however, 
be  something  less.  It  has  been  estimated  that 
of  all  the  tonnage  moving  over  the  railroad, 
approximately  12  per  cent  is  taken  up  with 
the  movement  of  railroad  coal  to  points  of 
distribution,  including  a  second  movement 
of  the  same  coal  in  the  locomotive  tenders. 
Making  an  allowance  for  railroad  coal  that 
would  still  be  required,  a  reduction  of  Id 
per  cent  would  seem  a  fair  estimate.  This 
would  correspondingh'  reduce  the  yearly 
power  requirements  to  about  6,000.o6o,0ob 
kw-hr.  On  the  basis  of  probable  load-factor, 
this  load  would  call  for  about  1,250,000  kw. 
of  power  station  equipment. 

The  conclusions  to  which  this  analysis 
points  may  be  siunmarized  as  follows: 

(a)  Of  the  whole  mileage  included  in  the 
Zone,  not  a  very  large  proportion  has  been 
electrified,  but  main  hne  electrifications  now 
in  operation  are  of  sufficient  extent  and  carry 
tonnage  of  such  character  to  present  data 
which  can  be  applied  to  the  traffic  of  the 
whole  district. 

(b)  The  traffic  within  the  Zone  now  handled 
by  steam  locomotives,  if  handled  electrically, 
would  require  an  average  output  of  less  than 
750,000  kw.  and  if  produced  entirely  by  coal- 
burning  electric  j)owcr  stations  would  reduce 
the  coal  requirement  for  transportation  pur- 
poses from  21  to  7  million  tons  annually. 

(c)  As  a  certain  proportion  of  the  electric 
power  will  be  produced  from  hydraulic  power 
stations,  this  coal  requirement  will  be  reduced 
in  proportion  as  advantage  is  taken  of 
hydraulic  operation. 

(d)  The  reduction  in  cost  of  maintaining 
the  motive  j^ower  units  would  be  a  large 
amount  which  estimated  from  the  locomotive 
mileage  would  be  in  the  order  of  $15,000,000 
or  more,  annuallv. 


249 


The  Last  Stand  of  the  Reciprocating 
Steam  Engine 

By  A.  H.  Ar.mstroxg 
Chairman  Electrification  Committee,  General  Electric  Company 

The  reciprocating  steam  engine  is  gradually  disappearing  from  the  industrial  field,  and  indications 
point  to  a  similar  movement  in  the  propulsion  of  ships.  The  author  foresees  an  era  of  electrification  in  the 
steam  road  field,  as  the  trend  of  real  progress.  The  remarkable  success  of  the  C.  M.&St.  P.  electrifi- 
cation warrants  the  belief  that  this  method  of  haulage  could  be  used  to  advantage,  beginning  with  terminals, 
mountain  grades,  and  congested  districts.  Although  treated  in  a  broad  way,  the  recommendations  may  well 
be  applied  to  specific  cases,  where  roads  are  confronted  w'ith  heavy  expenditures  for  improvement  of  existing 
facilities.  The  article  was  originallv  presented  as  a  paper  before  the  Schenectadv  Section  of  the  A.I.E.E., 
Feb.  20,  1920.— Editor. 


D" 


A.  H.  Armstrong 


kURING  the  year 
1920  the  people 
of  the  United  States 
will  pay  otit  for  auto- 
mobiles, not  commer- 
cial trucks  or  farm 
tractors,  but  pleasure 
vehicles,  a  sum  of 
money  considerably 
greater  than  the  esti- 
mated requirements 
of  our  steam  railways 
for  that  year.  The 
railways,  however 
may  find  it  very  diffi- 
cult and  perhaps  impossible  to  secure  the  large 
sums  needed  without  government  aid,  not- 
withstanding the  fact  that  the  continued 
operation  and  expansion  of  our  roads  is  of 
vital  necessity  to  the  welfare  and  prosperity 
of  the  country  and  all  its  industries.  The 
will  of  the  American  public  has  always  been 
constructive  and  undoubtedly,  in  due  time,  its 
voice  will  be  heard  and  properly  interpreted 
by  its  representatives  in  Washington  with 
the  resulting  enactment  of  such  laws  as  will 
permit  our  railways  again  to  offer  an  attrac- 
tive field  for  the  investment  of  private  capital. 
The  purpose  of  this  article  is  not  to  discuss 
the  politics  of  the  situation  nor  any  necessary 
increase  in  freight  rates  that  may  be  required 
to  make  our  roads  self-sustaining,  but  rather 
to  offer  certain  suggestions  as  to  the  best 
manner  of  spending  the  sums  that  must 
ultimately  be  provided  for  new  construction 
and  replacements. 

During  the  war  period  many  lessons  were 
most  clearly  brought  home  to  us  and  not 
the  least  of  these  is  that  there  is  some- 
thing inherently  wrong  with  our  steam 
railroads.  During  the  three  generations  of 
its  development,  we  have  become  accustomed 
to  look  upon  the  steam  engine  as  properly 
belonging  to  the  railway  picture  and  have 
given  little  thought  to  its  wastefulness  and 
limitations.   It  is  around  the  steam  locomotive 


that  railway  practice  of  today  has  gradually 
crystallized. 

During  the  winter  of  1917- IS  our  railways 
fell  down  badly  when  the  need  for  them  was  the 
greatest  in  their  history.  It  is  true  that  the 
cold  weather  conditions  were  unprecedented 
and  the  volume  of  traffic  abnormal,  but  the 
weaknesses  of  steam  engine  haulage  were 
disclosed  in  a  most  startling  and  disastrous 
manner.  Delayed  passenger  trains  in  cold 
weather  can  be  endured  by  the  traveling 
public  in  suffering  silence  or  voluble  expres- 
sion, according  to  temperament;  but  the 
blocking  of  our  tracks  with  frozen  engines 
and  trains,  resulting  in  a  serious  reduction 
of  tonnage  in  cold  weather  and  a  prohibitive 
delay  in  transportation  of  freight  in  times  of 
great  stress,  is  quite  another  thing  and 
plainly  indicates  the  inability  of  the  steam 
engine  to  meet  overloads  and  adverse  climatic 
conditions. 

In  marked  contrast  to  the  adjoining  steam 
engine  divisions,  the  44()-mile  electrified 
section  of  the  Chicago,  Milwaukee  and 
St.  Paul  Railway  continued  to  do  business  as 
usual  all  through  that  trying  winter  of 
1917-18.  The  electric  locomotives  brought 
both  freight  and  passenger  trains  over  the 
electrified  tracks  in  schedule  time  or  better; 
in  fact,  it  was  quite  customary  to  make  up 
on  the  440-mile  electric  run  fully  two  hours 
of  the  time  lost  by  passenger  trains  on 
adjoining  steam  engine  divisions.  While  the 
results  obtained  upon  the  Chicago,  Milwaukee 
&  St.  Paul  were  perhaps  more  spectacular 
due  to  the  greater  mileage  electrically 
equipped,  other  electrified  roads  contributed 
similarly  attractive  records.  The  reliability 
and  permanenc}^  of  the  comparison  between 
steam  and  electric  locomotive  haulage  is 
sufficiently  guaranteed,  therefore,  by  the 
results  of  several  3-ears'  operation,  to  justify 
drawing  certain  conclusions  regarding  the 
merits  of  the  two  types  of  motive  power. 
The  following  analysis  of  the  railway  situation 
is  therefore  offered  for  the  purpose  of  exposing 


250     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


the  fact  that  railroading  today  is  in  reality 
steam  engine  railroading  and  the  general 
introduction  of  the  electric  locomotive  will 
permit  fundamental  and  far  reaching  changes 
being  made  in  the  method  and  cost  of  hauling 
freight  and  passenger  trains. 

The  writer  is  not  proposing  the  immediate 
electrification    of    all    the    railways    in    the 


equal  to  twice  the  estimated  capacit}- 
required  for  the  electrical  operation  of  ever\- 
mile  of  our  tracks  today. 

The  tonnage  passing  over  the  tracks  of 
our  railways  may  be  subdivided  in  a  most 
interesting  manner  as  shown  in  Table  I. 
The  first  four  items,  representing  85.56  per 
cent  of  the  total  ton-miles  made  during  the 


TABLE   I 

TOTAL  TON-MILE   MOVEMENT 
All  Railways  in  United  States — Year  1918 


u 


Per  Cent 


1 — Miscellaneous  freight  cars  and  contents. 

2 — Revenue  coal  cars  and  contents 

3 — Locomotive  revenue,  driver  weight  only 
4 — Passenger  cars,  all  classes 


42.3 

515,000,000,000 

16.23 

197,000,000,000 

10.90 

132,300,000,000 

16.13 

196,000,000,000 

Total  revenue,  freight  and  passenger . 


5 — Railway  coal 

6 — Tenders,  all  classes 

7 — Locomotive  railway  coal 

8 — Locomotive,  non-driving  weight 


Total  non-revenue 

GRAND  TOTAL  (All  classes) . 


85.56 

5.00 
6.50 
0.39 
2.55 


14.44 


Ton  Miles 


1,040,300,000,000 

60,600,000,000 

78,800,000.000 

4,700,000,000 

31,000,000,000 


175,100,000.000 


100 


1,215,400,000,000 


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Fig.  1.     Profile  of  Electrified  Line*  of  the  Chicago,  Milwaukee  and  St.  Paul  Railroad 


United  States,  as  many  roads  of  lean  tonnage 
would  render  no  adequate  return  upon  the 
large  capital  investment  required,  but  is 
offering  the  following  table  of  total  operating 
statistics  simply  as  a  measure  of  the  magni- 
tude of  the  problem  confronting  us  in  the 
future.  In  this  countn,^  it  should  be  noted, 
however,  that  we  have  during  the  past 
thirty  years  installed  electric  power  stations 


year  191S,  may  be  regarded  as  fundamentally 
common  to  both  steam  and  electric  operation. 
By  introducing  the  electric  locomotive,  how- 
ever, the  last  four  items  are  reduced  to  the 
extent  of  completely  eliminating  items  ((i)  and 
(7).  reducing  item  (5)  by  possibly  SO  per  cent 
and  item  (S)  by  one-half.  Of  the  total  of 
14.44  per  cent  affected,  therefore,  it  may  be 
assumed   for   purposes   of   comparison    that 


THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


251 


approximately  12  per  cent  or  146,000,000,000 
ton-miles  at  present  hauled  by  steam  engines 
over  our  roads  will  be  totally  eliminated  with 
electric  locomotive  haulage.  This  ton-mileage 
eliminated  is  equal  to  over  20  per  cent  of  items 
(1)  and  (2)  representing  the  revenue  produc- 
ing freight  traffic  on  our  railways.  In  other 
words,  if  all  our  railways  were  completely 
electrified  they  could  carry  one  fifth  more 
revenue  producing  freight  tonnage  with  no 
change  in  present  operating  expenses  or  track 
congestion. 

It  is  evident  that  the  greater  part  of  the 
tonnage  reduction  effected  by  electrification 
is  included  in  items  (5)  and  (6),  representing 
the  railway  coal  movement  in  cars  and  engine 
tenders.  The  steam  engine  tender  will  of 
course  entirely  disappear,  while  the  railway 
coal  haulage  will  be  largely  curtailed  by 
utilization  of  water  as  a  source  of  power  and 
the  establishment  of  steam  power  houses  as 
near  the  coal  mines  as  an  abundant  supply  of 
good  condensing  water  and  load  demand  will 
permit.  While  water  power  should  be 
utilized  to  the  fullest  economical  extent,  the 
greater  portion  of  the  railway  power  must 
undoubtedly  be  supplied  by  coal,  due  to  the 
unequal  geographical  distribution  of  water 
power  available. 

Even  with  coal  as  the  source  of  power,  it 
may  not  be  fully  appreciated  just  how 
enormous  is  the  saving  made  by  burning 
fuel  in  large  modern  power  stations  under 
the  most  efficient  conditions  possible,  instead 
of  under  the  boilers  of  63,000  engines  which 
by  necessity  must  be  designed  and  operated 
for  service  rather  than  for  fuel  economy. 
During  the  year  19 IS  the  fuel  used  by  railways 
is  reported  to  be  as  shown  in  Table  II. 

TABLE  II 

RAILWAY   FUEL   1918 

Total  coal  production  (all  grades) .  .678,211,000  tons 

Used  by  steam  railways 163,000,000  tons 

Percentage  of  total 24  per  cent 

Total  oil  marketed  in  U.S 355,927,000  bbl. 

Used  by  steam  railways 45,700,000  bbl. 

Percentage  of  total 5.8  per  cent 

Coal  equivalent  of  oil  at  33^  bbl. .  .    13,000,000  tons 
Total  equivalent  railway  coal 176,000,000  tons 

A  quarter  of  all  the  coal  mined  in  the 
United  States  is  consumed  on  our  railways 
and  the  following  analysis  will  point  out 
some  features  of  this  extreme  wastefulness 
which  are  inseparable  from  steam  engine 
operation. 

During  the  year  1910,  exhaustive  tests 
were  made  upon  the  Rocky  Mountain 
Division   of  the   C,    M.    &   St.    P.    Ry.    to 


determine  the  relation  existing  between  the 
horse-power-hours  work  done  in  moving 
trains  and  the  coal  and  water  consumed  on 
the  steam  engines  in  service.  Table  III  gives 
the  results  of  these  tests: 

TABLE   III 

C,    M.   86   ST.   P.    RY.;   ROCKY    MOUNTAIN 
DIVISION 

Coal  and  Water  Used 


Water 

per 
H.p.-hr. 

Water 

per 
Lb.  Coal 

Coal 

per 

H.p.-Hr. 

Three  Forks-Piedmont.  .  . 

Piedmont- Donald 

Deer  Lodge-Butte 

Butte- Donald 

39.6 
35.4 
39.7 
40.4 
38.0 
44.2 
41.4 
40.2 

5.08 
4.70 
4.85 
4.86 
4.09 
4.65 
6.51 
5.63 

7.75 
7.54 
8.31 
8.74 

Harlowton-Janny 

Janny-Summit.  . 

8.90 
9.48 

Three  Forks-Piedmont.  .  . 
Piedmont- Donald 

6.37 
5.78 

Average  of  eight  tests.  . 

39.86 

5.04 

7.86 

The  records  were  obtained  during  the 
portion  of  the  runs  that  the  engines  were 
doing  useful  work  in  overcoming  train  and 
grade  resistance,  that  is,  all  standby  losses 
were  excluded.  The  through  run,  however, 
included  such  losses  in  the  magnitude  shown 
in  Table  IV : 

TABLE   IV 

STANDBY   LOSSES 

Coal  per  hour 

Fire  banked  in  roundhouse 150  lb. 

Cleaning  fires  for  starting 800  lb. 

Coasting  down  grade 950  lb. 

Standing  on  passing  track 500  lb. 

Adding  standby  losses  to  the  average  of 
7.86  lb.  per  h.p.-hr.  obtained  in  the  preceding 
eight  tests,  the  total  actual  coal  consumed 
under  the  engine  boiler  in  twenty-four  hours 
divided  by  the  actual  work  performed  by  the 
engine  is  found  to  be  10.18  lb.  per  h.p.-hr. 
at  the  driver  rims. 

As  the  result  of  this  particular  series  of 
tests  it  was  determined  that  the  coal  con- 
sruned  while  doing  useful  work  was  raised 
30  per  cent  by  standby  losses.  It  should  be 
appreciated  in  this  connection  moreover 
that  this  value  was  obtained  on  through  runs 
with  no  yard  switching  service  or  adverse 
climatic  conditions.  It  may  be  concluded, 
therefore,  that  under  all  conditions  of  service 
fully  one  third  the  coal  burned  on  our  steam 
engines  today  is  absolutely  wasted  in  standby 
losses  of  the  general  nature  indicated  above. 

Supplementing  these  tests,  a  30-day  record 
was  kept  of  all  coal  used  on  the  entire  Rocky 
Mountain  Division  and  the  total  engine, 
tender,  and  train  movement  reduced  to 
horsepower-hours,    resulting    in    a   value   of 


252     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


10.53  lb.  coal  consumed  per  horsepower-hour 
at  the  driver  rims.  Both  the  above  values 
were  based  upon  constants  of  6  lb.  per  ton 
train  resistance  at  all  speeds  and  0.7  lb.  per 
ton  per  degree  of  curvature  as  determined 
in  part  by  dynamometer  car  tests  and 
representative  of  general  railway  operation. 
Reducing  the  average  coal  values  of  the  test 
runs  and  the  30-day  record  per  horsepower- 
hour  to  electrical  constants,  we  arrive  at  the 
data  shown  in  Table  V: 

TABLE  V 
COAL   EQUIVALENT   PER   KW-HR.; 
STEAM  OPERATION 

Coal  per  h.p.-hr.  at  driver  rims 10.27  lb. 

Coal  per  kw-hr.  at  driver  rims 13.75  lb. 

Coal  per  kw-hr.  at  power  supply  on  basis 

55  per  cent  efBciency 7.56  lb. 

It  is  this  last  figure  of  7.5G  lb.  of  coal  burned 
on  steam  engines  to  get  the  equivalent 
tonnage  movement  of  one  kilowatt-hour 
delivered  from  an  electric  power  station  that 
is  of  special  interest  to  this  discussion. 
Comparing  coal  and  electrical  records  on  the 
Butte,  Anaconda  &  Pacific  Railway  before 
and  after  electrification  results'  in  arriving  at 
a  value  of  7.17  lb.  of  coal  previously  burned 
on  the  steam  engines  to  equal  the  same 
service  now  performed  by  one  kilowatt-hour 
input  at  the  substations,  a  figure  comparing 
favorably  with  7.56  lb.  above  arrived  at  by  an 
entirely  different  method. 

TABLE  VI 

ANALYSIS  OF   ROUNDUP  COAL  USED 

Fixed  carbon 49.20  per  cent 

Volatile  carbon 38.12  per  cent 

Ash 7.74  per  cent 

Moisture 4.88  per  cent 

B.t.u 11,899 


Making  due  allowance  for  the  fact  that 
roundup  coal  is  somewhat  low  in  heat  units, 
it  is  nevertheless  within  the  limits  of  reason- 
able accuracy  to  assume  that  the  steam 
engines  operating  over  all  our  railways  are 
consuming  coal  at  a  rate  closely  approximat- 
ing 12.75  lb.  per  kilowatt-hour  of  useful  work 
done,  as  measured  at  the  driver  rims  or  7  lb. 
per  kilowatt-hour  as  measured  at  a  power 
station  and  including  for  convenience  of 
comparison  the  transmission  and  conversion 
losses  inherent  to  electrical  operation. 

An  electric  kilowatt  can  be  produced  for  so 
much  less  than  7  lb.  of  coal  that  we  are  now 
in  position  to  finally  forecast  the  approximate 
extent  of  the  coal  economy  that  would  result 
from  electrification. 

All  power  values  in  Tabic  VII  are  given  at 
the  point  of  supply  from  the  Montana  Power 
Company  at  100,000  volts  and  include 
deductions  made  for  the  return  of  power  due 
to  regenerative  braking  of  the  electric 
locomotives  on  down  grades,  amounting  to 
approximately  14  per  cent  of  the  total. 
Owing  to  the  excessive  rise  and  fall  of  the 
profile  of  the  electrified  zone  of  the  C,  M.  & 
St.  P.  Ry.,  its  operation  is  materially  benefited 
by  regenerative  electric  braking  and  the 
value  of  33.2  watthours  per  ton  mile  for 
combined  and  passenger  movement  should 
possibly  be  raised  to  the  round  figure  of  40  to 
make  it  apply  more  nearly  to  conditions 
universally  obtaining  on  more  regular  profiles. 

Hence  referring  again  to  the  ton-mile  values 
of  Tabid: 

Total  ton-miles,  1918 1,215.400,000,000 

Watthours  ton  mile 40 

Kw-hr.  total  movement 48,700,000.(K)0 

Coal  required  at  7  lb.  per  kw-hr 170,000,000  ton 


TABLE   VII 

RELATION   BETWEEN    KW-HR.   AND   TON-MILES 
CHICAGO,   MILWAUKEE  &  ST.  PAUL  RAILWAY 
Avery-Harlowton — Year  1918 


Passenger 

Freight 

Average  weight  locomotive 

300  ton 

651,000 

195,000,000 

434,406,000 

629,406,000 

24,890,000 

39.0 

31  per  cent 

284  ton 

Locomotive  miles, 

1  431  ,500 

Locomotive  ton-miles 

407.000,000 
2,903,09'.1,000 
3,310.049,000 

105  ''87  000 

Trailing  ton-miles 

Total  ton-miles ...                                                           

Kilowatt-hours 

Watthours  per  ton-mile 

31  9 

Ratio  locomotive  to  total 

12.3  per  cent 

Watthours  per  ton-mile  combined  movement  ,    .             .... 

33  2 

Ratio  locomotive  to  total  combined  movement 

^ 

THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


253 


The  actual  equivalent  coal  consumed  on 
our  steam  railways  for  the  year  1918  is  given 
as  176,000,000  tons,  closely  approximating 
the  figure  of  170,000,000  tons  estimated 
from  the  operating  results  obtained  on  the 
C,  M.  &  St.  P.  electrified  zone.  These  several 
values  check  so  closely  as  to  justify  the  com- 
pletion of  the  fuel  analysis  of  the  railways 
as  shown  in  Table  YIII. 

TABLE   VIII 

COAL  SAVING  BY  ELECTRIFICATION 

Total  ton-miles  steam 1,215,400,000,000 

Reduction  by  electrification 146,000,000,000 

Total  ton-miles  electric 1,069,400,000,000 

Kw-hr.  electric  at  40  watts 42,776,000,000 

Coal  on  basis  23^  lb.  per  kw-hr..  .     53,500,000  tons 

Equivalent  railway  coal  1918 176,000,000  tons 

Saving  by  electrification 122,500,000  tons 


developed  to  produce  power  more  cheaply 
than  by  coal  in  many  favored  localities. 

Perhaps  no  nation  can  be  justly  criticised  for 
lavishly  using  the  natural  resources  with  which 
it  may  be  abundantly  provided.  In  striking 
contrast  with  the  picture  of  fuel  waste  on 
the  railways  in  this  country  however  is  the 
situation  presented  in  Europe  at  this  writing. 

Faced  with  a  staggering  war  debt,  with  two 
millions  of  its  best  men  gone  and  an  unde- 
termined number  incapacitated  for  hard 
labor,  and  with  so  much  reconstruction  work 
to  do,  France  has  to  contend  also  with  the 
destruction  of  half  its  coal  producing  capacity. 
Before  the  war,  France  imported  twenty-three 
million  of  the  sixty-five  million  tons  of  coal 
consumed.       It    is    estimated    that    the    full 


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Fig.  2.      bUUU-ton,  lUU-car  Freight  Train  on  the  Missoula  Uivision.  Chicago,  Miiwaukee  66  St    Paul  Railway 


The  startling  conclusion  arrived  at  is  that 
approximately  122,500,000  tons  of  coal,  or 
more  than  two  thirds  the  coal  now  burned  in 
our  03,000  steam  engines,  would  have  been 
saved  during  the  year  1918  had  the  railways 
of  the  United  States  been  completely  electri- 
fied along  lines  fully  tried  out  and  proved 
successful  today.  This  vast  amount  of  coal 
is  50  per  cent  greater  than  the  pre-war 
exports  of  England,  and  twice  the  total 
amount  consumed  in  France  for  all  its 
railways  and  industries.  Moreover,  the 
estimate  is  probably  too  conservative  as  no 
allowance  has  been  made  for  the  extensive 
utilization    of    water    power    which    can    be 


restoration  of  the  coal  mines  in  the  Lens 
region  will  take  ten  years  to  accomplish, 
which  nieans  materially  increasing  the  coal 
imported  into  France  if  pre-war  consumption 
is  to  be  reached,  as  the  relief  rendered  from 
the  Saar  District  will  not  compensate  for  the 
loss  in  productivity  of  the  mines  destroyed 
by  the  Germans  This  situation  is  being 
promptly  met  in  part  by  France  in  the 
appointment  of  a  Commission*  to  study  the 
feasibility  of  the  general  electrification  of 
all  its  railways  with  special  reference  to 
immediate  construction  in  districts  adjacent 
to  its   three  large  water-power   groups,    the 

•See  article  by  M.  Mauduit  in  this  is.sue. 


254     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  4 


Alps,  the  Pyrenes,  and  the  Dordoyne  or 
Central  plateau  region.  It  is  proposed  to 
electrify  5200  miles  of  its  total  of  26,000 
miles  of  railways  during  a  period  covering 
twenty  years.  If  this  work  is  accomplished 
at  a  uniform  rate  of  260  miles  a  year,  it  is 
a  most  modest  program,  considering  the 
extreme  necessity  for  the  improvement. 

In  even  worse  plight  is  Italy  with  practi- 
cally no  coal  of  its  own  and  compelled  to 
import  its  total  supply  of  9,000,000  tons. 
The  war  has  brought  home  to  these  countries 
what  it  means  to  be  dependent  upon  imported 
fuel  for  their  very  existence  and  both  Italy 
and  Switzerland  are  also  proceeding  with 
extensive  plans  for  railway  electrification. 
Contrary  to  general  understanding,  the  mines 
of  Belgium  are  not  destroyed,  but  the  need  of 
fuel  economv  is  ver\-  acute  and  this  countn^ 


From  figures  given,  the  conclusions  in 
Table  IX  are  arrived  at  in  the  matter  of  power 
station  capacity  required  for  complete  electri- 
fication of  the  railways  in  the  United  States. 

TABLE   IX 

RAILWAY  POWER  REQUIRED 

Kw-hr.      electric      operation, 

1918 42,776,000,000  kw-hr. 

Average    load,    100    per    cent 

load-factor 4,875,000  kw. 

Power  station  capacity  at  50 

per  cent  load-factor 9,750,000  kw. 

It  appears  therefore  that  approximately 
10,000,000  kw.  power  station  capacity  would 
have  been  stiificient  to  run  all  the  railroads 
for  the  year  1918,  or  one  half  the  station 
capacity  which  has  been  constructed  during 
the  past  thirty  years. 


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Fig.  3.     Characteristic  Curves  of  Gearless  Passenger  Locomotive 


also  has  broad  plans  for  railway  electrification 
with  immediate  construction  in  view. 

Recognizing  the  many  advantages  of  elec- 
tric operation  of  its  railways,  Europe  further- 
more considers  this  a  most  opportune  time 
to  start  the  change  rather  than  to  spend  its 
limited  funds  in  replacing  worn  out  and 
obsolete  steam  equipment  in  kind.  Also  in 
marked  contrast  to  the  American  attitude 
is  the  sympathetic  interest  and  constructive 
assistance  rendered  by  the  Governments 
abroad  in  regard  to  the  vital  matter  of 
rehabilitation  of  its  railway  systems.  It 
would  not  be  without  precedent  if  the  next 
decade  witnessed  England  and  the  Continent 
outstripping  this  countr\-  in  the  exploitation 
of  another  industry  which,  while  possibly  not 
conceived  here,  has  certainly  been  more 
fully  developed  and  perfected  in  America  than 
elsewhere. 


TABLE  X 

ESTIMATED  POWER   STATION   CAPACITY 
UNITED  STATES— YEAR   1918 

Central  stations.  .  .  9,00(1, (l(Xt  kw. 

Electric  railways .3,0(K),lHK1  kw. 

Isolated  plants 8,000,000  kw. 

Total 20,000,000  kw. 

In  the  order  of  magnitude,  therefore,  it 
is  not  such  a  formidable  problem  to  consider 
the  matter  of  power  supply  for  our  electrified 
railways  and  it  becomes  evident  also  that  the 
railway  power  demand  will  be  secondar\-  to 
industrial  and  miscellaneous  requirements. 

Such  being  the  case,  the  question  of 
frequency  of  electric  power  supply  becomes 
of  great  importance,  if  full  benefit  is  to  be 
obtained  from  extensive  interconnected  gener- 
ating and  transmission  systems  covering  the 


THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


255 


entire  country.  Indeed  with  the  full  develop- 
ment of  interconnected  power  systems  supply- 
ing both  railway  and  industrial  load  from  the 
same  transmission  wires,  the  above  assump- 
tion of  50  per  cent  load-factor  for  the  railway 
load  can  be  materially  bettered. 

In  this  connection  a  method  of  limiting  the 
troublesome  peak  load  hitherto  considered 
inherent  to  railway  power  supply  has  been  in 
successful  operation  on  the  electrified  C,  M. 
&  St.  P.  zone  for  the  past  year.  With  unre- 
strained peaks,  the  load-factor  was  approxi- 
mately 40  per  cent,  but  this  low  value  has 
been  raised  to  nearly  60  per  cent  by  the 
installation    of    an    inexpensive    and    most 


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Mountain  Division  supplied  by  seven  sub- 
stations controlled  as  a  unit.  A  load-factor  of 
nearly  60  per  cent  brings  the  electric  railway 
within  the  list  of  desirable  customers  and 
makes  it  possible  for  power  companies  to 
quote  attractively  low  rates  for  power. 

Returning  again  to  the  question  of  power 
supply,  it  is  instructive  to  note  the  general 
trend  toward  a  higher  frequency  as  evidenced 
by  the  turbine  and  transformer  sales  of  the 
General  Electric  Company  during  the  past 
decade. 

It  is  quite  evident  that  60  cycles  is  rapidly 
becoming  the  standard  frequency  in  America ; 
and  many  instances  are  on  record  where  it  has 

12 


11 

10 
a 


09     '10      11 
Fig.  4. 


'V,      '14      15      16       17       18     '19 
Years 


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14      15     16      17      18     l4 
Years 


Comparative  Sales  of  25  and  60-cycle  Transformers  and  Steam  Turbines 


satisfactory    device    known    as    the 
limiting  and  indicating  apparatus. 


power 


TABLE   XI 

LOAD-FACTOR    RECORDS 

C,   M.   &  ST.   P.   RY. 

1919 


April 

May 

June 

July 

August.  .  . . 
September 


Per  Cent 
Duration 
of  Peak 


6.4 

4.6 
1.6 
0.7 
4.1 
9.5 


Per  Cent 
Load-Factor 


59.3 
56.1 
56.5 
55.6 
54.7 
58.8 


The    readings    in    Table    XI    cover    the 
performance  on  the  220  miles  of  the  Rocky 


replaced  lower  frequencies,  principally  25 
cycles.  This  fact  in  no  manner  handicaps  the 
future  development  of  electric  railways,  as 
entirely  satisfactory  power  can  be  obtained 
from  60-cycle  transmission  lines  through 
rotary  converters  or  synchronous  motor- 
generator  sets,  depending  upon  the  direct- 
current  trolley  voltage  desired.  Indeed  a 
growing  appreciation  of  the  declining  impor- 
tance of  25-cycle  power  generation  in  this 
country  contributed  largely  to  the  demise  of 
the  single-phase  system,  as  its  chief  claim  for 
recognition  is  wiped  out  with  the  introduction 
of  the  motor-generator  substations  required 
with  60-cycle  supply. 

While  America  apparently  has  adopted 
60  cycles  as  its  standard  frequency  and  can 
look  forward  to  unlimited  interconnection  of 


256     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  i 


its  large  power  systems,  European  practice  is 
evidently  crystallizing  on  50  cycles.  The 
situation  abroad  is  as  yet,  however,  not 
clearly  defined.  In  such  a  small  compact 
country  as  Switzerland  for  instance,  where  so 
much  electrical  development  is  taking  place, 
there  is  much  conflict  of  frequencies.  Appar- 
ently there  is  little  appreciation  of  the 
advantages  resulting  from  interconnected 
power  stations;  in  fact  the  Loetschberg 
Railway  is  supplied  with  power  from  15-cycle 
waterwheel-driven  generators  placed  in  the 
same  power  station  with  42-cycle  units 
supplying  industrial  load  while  in  the  same 


average  load  demand  for  the  country-  as  a 
whole. 

A  good  example  of  the  necessity  for 
improvement  in  power  distribution  conditions 
in  Switzerland  is  provided  in  the  supply  of 
power  to  the  Loetschberg  Railway  as  illus- 
trated in  Table  XII: 

TABLE   XII 
POWER   SUPPLY   TO   THE    LOETSCH- 
BERG  RAILWAY 
March,  1919 

Total  for  month 540,180  kw-hr. 

Average  of  six  15  min.  peaks 3,489  kw. 

Load-factor,  basis  24  hours 20.8  per  cent 


Fig.  5.     General  Views  of  Grand  Central  Terminal  Area  from  50th  Street  Before  and  After  Electrification 


immediate  district  there  is  a  50-cycle  trans- 
mission line  and  no  tie-in  frequency  changer 
sets  as  yet  installed  to  interconnect  any  two 
frequencies.  The  power  company,  power 
consumer,  and  electrical  manufacturer  pay 
heavily  for  the  complication  imposed  by 
maintaining  three  frequencies  where  only 
one  is  needed,  and  growing  appreciation  of 
this  fact  may  lead  to  the  standardization  of 
50  cycles  in  Switzerland  and  thus  swing  that 
country-  in  line  with  its  neighbors  and 
ultimately  bring  about  a  more  economical 
ratio     of    installed    generator    capacity     to 


As  the  railway  was  operating  for  only  seven- 
teen hours  per  day,  the  load-factor  during 
actual  operation  is  somewhat  better  than 
20.8  per  cent.  On  the  other  hand,  the  actual 
momentary  peak  load  greatly  exceeded  34S9 
kw.;  and  this  very  fluctuating  railway  load 
furnishes  a  good  illustration  of  the  need  of 
combining  it  with  other  diversifitxl  loads,  in 
order  to  keep  down  the  fixed  investment  of 
power  station  equipment  now  set  aside  for 
this  isolated  railwav  load.  For  example,  the 
00  per  cent  load-factor  of  the  C,  M.  &  St.  P. 
power    demand    is    the    ratio    of    average  to 


THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


257 


momentary  peak  while  the  Loetschberg 
Railway  peak  load  is  determined  by  six 
15-min.  peaks  with  momentary  peaks  greatly 
in  excess  of  this  figure. 

Apparently  the  adoption  of  a  standard 
frequency  of  50  cycles  would  meet  all  general 
requirements  in  vSwitzerland,  but  would 
necessitate  the  installation  of  frequency 
changing  substations  to  meet  the  demands 
for  15-cycle  single-phase  railway  power.  If 
the  electrified  railways  are  to  benefit,  therefore, 
from  the  establishment  of  a  common  generat- 
ing and  transmission  system  in  Switzerland, 
the  choice  of  the  single-phase  railway  system 
might  possibly  be  considered  unfortunate, 
viewed  in  the  light  of  modern  development  in 
power  economics  and  the  successful  adapta- 


from  one  transmission  system,  the  average 
combined  load-factor  is  raised  to  nearly 
(iO  per  cent,  a  figure  which  could  even  be 
surpassed  on  roads  of  more  regular  profile. 
Furthermore,  when  the  railway  load  is 
merged  with  the  lighting  and  industrial 
power  of  the  district  and  the  whole  diversified 
load  supplied  from  the  same  60-cycle  trans- 
mission and  generating  system,  it  is  quite 
evident  that  all  the  conditions  are  most 
favorable  for  the  efficient  production  of 
power.  In  this  country  such  an  achievement 
will  probably  be  governed  by  the  laws  of 
economic  return  upon  the  capital  required 
because  our  vast  natural  fuel  resources  are 
popularly  regarded  as  inexhaustible,  but  in 
Europe  there  is  the  compelling  spur  of  stern 


Fig.  6.      High  Speed  Gearles5  Passenger  Locomntivc  fcr  the  C,  M.  &  St.  P.  Rwy.  3000-volt  Direct-current  Electrification 


tion  of  the  less  expensive  and  more  flexible 
direct-current  motor  to  high  trolley  voltages. 
From  the  power  station  standpoint,  the 
electrification  of  our  railways  admits  but  one 
conclusion.  We  have  some  63,000  engines 
now  in  operation  and  their  average  combined 
load  amounts  to  approximately  four  million 
horse  power  at  the  driver  rims,  or  only  an 
insignificant  total  of  65  h.p.  for  each  engine 
owned.  It  is  true  that,  owing  to  shopping 
and  for  one  cause  or  another,  a  large  pro- 
portion of  these  engines  are  not  in  active 
service  at  all  times,  still  the  average  twenty- 
four  hour  output  of  each  engine  is  less  than 
ten  per  cent  of  its  rating.  In  the  case  of  the 
C.  M.  &  St.  P.  electrification,  the  average 
load  of  each  individual  electric  locomotive  is 
only  15  per  cent  of  its  continuous  rating,  but 
by  supplying  power  to  45  electric  locomotives 


necessity  behind  the  movement  to  utilize 
economically  the  water  powers  they  possess 
in  place  of  the  coal  they  cannot  get. 

While  the  much  discussed  subject  of  power 
generation  and  transmission  is  a  very  vital 
part  of  the  railway  electrification  project, 
chief  interest  centers  in  the  electric  locomotive 
itself.  Few  realize  what  a  truly  wonderful 
development  has  taken  place  in  this  con- 
nection in  a  comparatively  few  years  and  how 
peculiarly  fitted  this  type  of  motive  power 
is  to  meet  the  requirements  of  rail  trans- 
portation. Free  from  the  limitations  of  the 
steam  boiler,  and  possessing  in  the  electric 
motor  the  most  efficient  and  flexible  known 
means  of  transmitting  power  to  the  driving 
axles,  the  electric  locomotive  gives  promise  of 
revolutionizing  present  steam  railway  practice 
when  its  capabilities  become  fully  recognized. 


258     April,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


The  only  limits  placed  upon  the  speed  and 
hauling  capacity  of  a  single  locomotive  are 
those  imposed  by  track  alignment  and 
standard  draft  rigging  Only  questions  of 
cost  and  expediency  control  the  size  of  the 
locomotive  that  can  be  built  and  operated 
by  one  man,  as  there  are  no  mechanical  or 
electrical  limitations  that  have  not  been 
brushed  aside  by  careful  development.  Just 
what  this  means  in  advancing  the  art  of 
railroading  is  as  yet  but  faintly  grasped,  any 
more  than  the  boldest  prophet  of  twenty 
years  ago  could  have  fully  pictured  the 
change  that  has  taken  place  at  the  Grand 
Central  Terminal  as  the  result  of  replacing 
steam  by  electricity. 

Progress  in  utilizing  the  capabilities  of  the 
electric  locomotive  has  been  slow.  It  is  hard 
to  break  away  from  life-long  railway  tradi- 
tions established  by  costly  experience  in 
many  cases.  In  consequence  the  electric 
locomotive  has  thus  far  simply  replaced  the 
steam  engine  in  nearly  similar  operation. 
Even  under  such  conditions  of  only  partial 
fulfillment  of  its  possibilities,  the  electric 
locomotive  has  scored  such  a  signal  operating 
success  as  to  justify  giving  it  the  fullest 
consideration  in  future  railway  improvement 
plans. 

On  the  C,  M.  &  St.  P.  Ry.  42  electric 
locomotives  have  replaced  112  steam  engines 
and  are  hauling  a  greater  tonnage  with 
reser\'e  capacity  for  still  more.  On  this  and 
other  roads,  electrification  has  set  a  new 
standard  for  reliability  and  low  cost  of 
operation.  In  fact,  although  no  official 
figures  have  yet  been  published,  it  is  an  open 
secret  that  the  reduction  in  previous  steam 
operating  expenses  on  the  C,  AI.  &  St.  P.  Ry. 
are  sufficient  to  show  an  attractive  return 
upon  the  twelve  and  a  half  millions  expended 
for  the  440  miles  of  electrification,  without 
deducting  the  value  of  the  112  steam  engines 
released  for  sen,dce  elsewhere.  As  the  electric 
locomotive  is  destined  to  leave  its  deep 
impression  upon  the  development  histor%-  of 
our  railways,  it  is  fitting  that  the  remainder 
of  this  paper  should  be  devoted  to  its  consider- 
ation. 

Our  steam  engine  construction  is  unsym- 
metrical  in  wheel  arrangement,  must  run 
single  ended,  and  is  further  handicapped  with 
the  addition  of  a  tender  to  carry  its  fuel  and 
water  supply.  The  result  has  been  much 
congestion  at  terminals;  and  the  necessary 
roundhouses,  always  with  the  inevitable 
turn  tables,  ash  pits,  and  coal  and  water 
facilities,  have  occupied  much  valuable  land; 


and  in  addition  steam  operation  has  greatly 
depreciated  the  value  of  neighboring  real 
estate.  The  contrast  offered  by  the  two 
large  electric  terminals  in  New  York  City  is 
too  apparent  to  need  more  than  passing 
comment,  and  similar  results  may  be  expected 
on  the  fulfillment  of  plans  for  electrifying  the 
Chicago  terminals. 

While  it  has  been  a  simple  matter  to  design 
electric  locomotives  to  run  double  ended  at 
the  moderate  speeds  required  in  freight 
service,  the  problem  of  higher  speed  attain- 
ment, exceeding  60  miles  per  hour,  has 
presented  greater  difficulties.  The  electric 
motor  is  however  so  adaptable  to  the  needs 
of  running  gear  design  that  electric  loco- 
motives are  now  in  operation  which  can  meet 
all  the  requirements  of  high-speed  passenger 
train  running.  These  results,  also,  arc 
obtained  with  less  than  40,000  lb.  total  weight, 
and  9500  lb.  non-spring  borne  or  "dead" 
weight  on  each  driving  axle,  and  finally,  but 
not  least,  with  both  front  and  rear  trucks 
riding  equally  well,  a  success  never  before 
achieved  in  locomoti\-es  of  such  large  ca- 
pacity. 

In  connection  with  the  riding  qualities  of 
electric  locomotives,  it  is  of  interest  to  note 
the  conclusions  that  the  Committee  of  the 
American  Railwa\-  Engineering  Association, 
F.  E.  Tumeaure,  Chairman,  reached  in  their 
report  of  1917: 

"From  the  results  of  the  tests  on  the  electrified 
section  of  the  Chicago,  Milwaukee  &  St.  Paul 
Railway,  the  tests  made  in  1916  on  the  Norfolk 
and  Western,  and  the  few  tests  made  in  1909  at 
Schenectady,  N.  Y.,  it  would  appear  to  be  fairly 
well  established  that  the  impact  effect  from  electric 
locomotives  is  very  much  less  than  from  steam 
locomotives  of  the  usual  type.  Comparing  results 
obtained  in  these  tests  with  the  results  from  steam 
locomotives,  it  would  appear  that  the  impact  from 
electric  locomotives  on  structures  exceeding,  say. 
25  ft.  span  length,  is  not  more  than  one  third  of  the 
impact  producted  by  steam  locomotives." 

There  is  as  yet  no  general  acceptance  of  a 
standard  design  of  electric  locomotive.  Geared 
side-rod  construction  for  heavy  freight  service 
and  twin  motors  geared  to  a  quill  for  passenger 
locomotives  appear  to  find  favor  with  the 
Westinghousc-Baldwin  engineers,  while  the 
General  Electric  Company  goes  in  for  the 
simple  arrangement  of  geared  axle  motors  for 
freight  and  gearless  motors  for  passenger 
locomotives.  In  both  Switzerland  ami  Italy 
the    side-rod    locomotive    enjoys    an    almost 


THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


259 


exclusive  field.  How  much  of  this  preference 
for  side-rod  construction  is  due  to  the  re- 
strictions imposed  by  the  use  of  alternating- 
current  motors  is  hard  to  determine,  but  the 
facts  available  indicate  both  in  this  country 
and    abroad    the    uniformly    higher    cost    of 


Armature  and  Wheels  of  3000-volt  Direct- 
current  Gearless  Locomotive 


repairs    of    this    more    complicated    form    of 
mechanical  drive. 

The  electric  railway  situation  in  Italy  is 
further    complicated    by    the    employ- 
ment  of  three-phase  induction  motors 
with    all    the    attendant    handicaps    of        kx- 
double    overhead    trolleys,    low    power- 
factor,  constant  speeds,  and  overheating         ^' 
of  motors  resulting  from  operation   on         ^ 
ruling  gradients  with  motors  in  cascade 
connection.     In  many  respects  the  non-      ^  ^c 
flexible  three-phase  induction  motor  is      § 
poorly  adapted  to  meet  the  varied  re-     ^  ^ 
quirements  of  universal  electrification;     t;  ^ 
and    in    consequence   Italian   engineers      ^ 
are  still  struggling  with  the  vexing  ques-      ;;  ■« 
tion  of  a  system,  which  may,  however,      iS? 
be  in  fair  way  of    settlement    through         ^ 
the  adoption  of  a  standard  of  50  cycles         ^ 
as  the  frequency  of  a  nation-wide   in- 
terconnected power  supply,  thus  throw-         lo 
ing    the    preponderance   of   advantages 
to  high-voltage  direct  current.  ° 

The  extreme  simplicity  of  the  gearless 
motor  locomotive  appeals  to  many  as 
does  its  enviable  record  of  low  mainte- 
nance   cost,    reliability,   and  high  operating 
efficiency,    as    exemplified   by  its  unvarying 
performance   in    the  electrified  zone    of   the 
New  York  Central  for  the  past  twelve  years. 
Table  XIII  shows  that  the  high  cost  of  living 
did  not  appear  to  have  reached  this  favored 
tvpe  of  locomotive  until  the  year  1918. 
'  The  records  on  the  C,  M.  &  St.  P.  loco- 
motive   are   equally    remarkable   when    con- 
sidering    their    greater    weight     and     more 
severe  character  of  the  ser\'ice. 


TABLE  XIII 
MAINTENANCE   COSTS 
NEW  YORK  CENTRAL 


Number  locomotives 

owned 

Average  weight,  tons 
Cost  repairs  per  loco- 
motive mile 


1913  1914 


48      62 
118  ,118 

4.32  4.03 


1915 


63 
118 

4.45 


1916 


63 
118 

3.78 


1917 


73 
118 

4.01 


1918 


73 
118 

6.26 


TABLE  XIV 
LOCOMOTIVE   MAINTENANCE  COSTS 
CHICAGO,   MILWAUKEE  8d  ST. 
PAUL  RAILWAY 


1916 

1917 

1918 

Number  locomotives  owned 

Average  weight,  tons 

Cost  repairs  per  loco.  mile. 

20 

290 

8.21 

44 
290 
9.62 

45 

290 

10.87 

eear'ess 



/^ 

■^~ 

-_^ 

-^ 

Pr 

^ 

^^ 

■ 

/O        /S        £0        Z5       30        35        40        as       SO        S5        60         &S^ 

<5p^ed  -  Mi/e.-^  per  /iour 
Fig.  8.    Comparative  Efficiencies  of  Original  Geared  and  New  Gearless 
C.  M.  &  St.  P.  Rwy,  Passenger  Locomotives 

In  both  these  instances  the  cost  of  repairs 
approaches  closely  to  three  cents  per  100 
tons  of  locomotive  weight.  Giving  due 
credit  to  the  excellent  repair  shop  service 
rendered  in  each  case,  it  is  instructive  to 
note  that  three  cents  per  100  tons  main- 
tenance cost  of  these  direct-current  loco- 
motives is  less  than  half  the  figures 
given  for  any  of  the  alternating-current 
locomotives  operating  in  the  United  States 
or  in  Europe. 


260     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  4 


Compared  with  the  cost  of  repairs  for 
equivalent  steam  engines,  the  foregoing  figures 
for  electric  locomotives  are  so  verj'  favorable 
as  to  justify  the  general  statement  that 
electric  motive  power  can  be  maintained  for 
approximately  one  third  the  cost  of  that  of 
steam  engines  for  the  same  train  tonnage 
handled.  As  locomotive  maintenance  is  a 
measure  of  reliability  in  ser\'ice  and  in  a  way 
expresses  the  number  of  engine  failures,  it  is 
quite  in  keeping  with  the  records  available  to 
state  also  that  the  electric  locomotive  has 
introduced  a  new  standard  of  reliability  that 
effects  material  savings  in  engine  and  train 
crew  expense  as  well. 


formerly  took  to  handle  the  lesser  tonnage  by 
steam  engines.  This  means  a  material 
increase  in  capacity  of  this  single-track  line 
which  may  be  conser\"ativeh-  estimated  in 
the  order  of  at  least  50  per  cent  and  probably 
more.  In  other  words,  on  this  particular  road, 
electrification  has  effected  economies  which 
sufficiently  justify  the  capital  expenditure 
incurred  and  furthermore  has  postponed  for 
an  indefinite  period  an>-  necessity  for  con- 
structing ''  second  track  through  this  difficult 
mountainous  country. 

A  careful  study  of  the  seriously  congested 
tracks  of  the  Baltimore  and  Ohio  Railroad 
between  Grafton  and  Cumberland  disclosed 


Fig.  9.     Latest  Type  Gearless  Passenger  Locomotive  in  Service  in  the  New  York  Central  Electric  Zone 


While  the  first  cost  of  electrification  is 
admittedly  high,  it  may  in  certain  instances 
be  the  cheapest  way  to  increase  the  tonnage 
carn,'ing  capacity  of  a  single  track  especially 
in  mountain  districts  where  construction  is 
most  expensive  and  steam  engine  operation 
is  most  severely  handicapped.  In  this 
connection  a  comparison  of  steam  and  electric 
operation  on  the  C.,  M.  &  St.  P.  Rwy.  may  be 
summarized  as  follows : 

For  the  same  freight  tonnage  handled  over 
the  Rocky  Mountain  Division,  electric  opera- 
tion has  effected  a  reduction  of  223-2  pt"r  cent 
in  the  number  of  trains,  24..")  jjer  cent  in  the 
average  time  per  train,  and  has  improved  the 
operating  conditions  so  that  nearly  'M  per 
cent  more  tonnage  can  be  handled  by  electric 
operation  in  about  SO  per  cent  of  the  time  it 


vitally  interesting  facts.  Company  coal 
movement  in  coal  cars  and  engine  tenders 
constituted  over  1 1  per  cent  of  the  total 
ton-miles  passing  over  the  tracks.  In  other 
words,  due  to  the  very  broken  profile  of  this 
division,  the  equivalent  of  one  train  in  every 
nine  is  required  to  haul  the  coal  burned  on  the 
engines.  Taking  advantage  of  this  fact  and 
the  higher  speed  and  hauling  capacity  of  the 
electric  locomotive  and  its  freedom  from 
delays  due  to  taking  on  water  and  fuel,  it  is 
estimated  that  the  three  tracks  now  badly 
congested  with  present  steam  engine  tonnage 
could  carry  NO  per  cent  more  freight  with 
electric  locomotive  ojieration.  The  coal 
output  of  the  Fainnont  District  is  largely 
restricted  bv  the  congestion  of  this  division 
of  the  B.  &'0.  R.  R.  and  it  is  probable  that 


THE  LAST  STAND  OF  THE  RECIPROCATING  STEAM  ENGINE 


261 


^'-<^y(A~^A<^\^ 


ly-e- 


-33= 
'4-5f-5-IO-— 7-8'-~5-0' ir-2i' 


WEIGhfT-LOCOMOTIVE&TENDER 414500  lb. 

WEIGHT  OF  TENDER 154000  - 

WEIGKTON  DRIVERS 201.000  " 

CYLINDERS 24-»30- 


STEAM  PRESSURE... _ 200  lb. 

HEATING  SURFACE 3614-   sq.ft 

GRATE    AREA _ _ _..488"  ■■ 

TRACTIVE    EFFORT .46.630  lb. 


-5ni--6Kr- 


•as  -43*.  -ST. 

ffg'-^ffg- — irey    "^s-er   -^  tg-c  -—  icr-e- 


-  iS^o-  - 


WEIGHT- LOCOMOTIVE  ^TENDER    555,700  lb 

WEIGHT  OF  TENDER.. .....  165700  • 

WEIGKTON  DRIVERS ...323500  ■ 

CYLINDERS  _.:- 23i'&3r«30- 


STEAM  PRESSURE... 

HEATING  SURFACE 

GRATE    AREA 

TRACTIVE    EFFORT. 


.35 
S'-O-     -  e-7i'2 

200  lb. 

.6554  6  SOFT 

724   -  ■ 

,: .76.200  lb. 


-36r-  ~5Z^ 


-ir-o-     -     ig6' 

ItZ'-O" 


-iwr- 


WEIGHT  OF  MECH  EQUIPMENT 328000  lb. 

WEIGHT  OF  ELEC,  EQUIPMENT 24.8PO0  • 

WEIGHT- TOTAI .576(000  • 

WEIGHT  ON  DRIVERS .4SQ000  • 


-KW- 


5P- 


-IHT- 


-5ZV  -36- 

— — KW— +-7-IF— -e'-c-^e*- 


MOTORS  B 

TYPE  OF  M0T0R....GE  253. 1500/3000  VOLTS 

GEARING 82-18      RATIO    455 

TRACTIVE    EFFORT I  hour eS.OOOIbi 


•36-   -44-  I 

.i4-^U4-io'"4'-7"  6-11"  -4.'-7"-^'-7"4'-7"S'-S-3^S^-7"-4-7^4!-7—  G-ll"  -4-7'-4'-1(f-4'-6r-' 

13-9" 
.        '-     T-=rr  67-0  ,g,g..  -        ^ 

WEIGHTOFMECH  EQUIPMENT  E95.000lb  MOTORS 12 

WEIGHT  OF  ELEC  EQUIPMENT  235,000-  TYPE  OF  MOTOR  GElOO,100O/3000  VOLTS 

WEIGHT- TOTAL  530,000"  GEARING  GEARLESS 

WEIGHTON  DRIVERS  458,000"  TRACTIVE  EFFORT  1  hour      46,0001b. 

Fig.  10.     Principal  Types  of  Steam  and  Electric  Locomotives  on  the  Chicago.  Milwaukee  and  St.  Paul  Railway,  Puget  Sound  Lines 


262     April.  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


equal  relief  with  continued  steam  engine 
operation  could  not  be  secured  without  the 
expenditure  of  a  much  larger  sum  for  addi- 
tional track  facilities  than  would  be  needed 
to  put  electric  locomotives  upon  the  present 
tracks. 

Further  instances  could  be  cited  where  the 
benefits  of  electrification  are  badly  needed 
and  many  of  these  are  coal  carrving  roads 
among  which  the  Virginian  Railway  stands 
out  conspicuously  as  a  good  opportunity  to 
make  both  a  necessarv-  improvement  and  a 
sound    investment. 


securing  increased  track  capacity  and  im- 
proved ser\'ice  than  by  laying  more  rails 
and  continuing  the  operation  of  still  more 
steam  engines  in  the  same  old  wasteful  way. 
To  conclude  the  startling  picture  of  our 
present  railway  inefficiency,  we  are  today 
wasting  enough  fuel  on  our  steam  engines  to 
pay  interest  charges  on  the  cost  of  completely 
electrifying  all  the  railways  in  the  United 
States, — fuel  that  Europe  stands  in  sad  need 
of  and  which  England  and  Germany,  the 
pre-war  coal  exporting  coimtries,  cannot  now 
supply.     With  operating  expenses  mounting 


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Fig.  11.     Map  and  Profile  of  West  End  Cumberland  Division,  Baltimore  ti  Ohio  Railroad 


Reviewing  the  progress  made  in  a  short 
twenty->-ear  period,  we  have  seen  the  steam 
turbine  and  electric  generator  drive  the 
reciprocating  engine  from  the  stationary 
power  field.  The  same  replacement  is  now 
taking  place  on  our  ships,  big  and  small, 
notwithstanding  the  fact  that  the  marine 
reciprocating  engine  is  a  very  good  engine 
indeed  and  operates  under  the  ideal  condi- 
tions of  steady  load  and  constant  speed.  And 
now  the  steam  locomotive  must  in  turn  give 
way  to  the  electric  motor  for  the  same  good 
reason  that  the  reciprocating  steam  loco- 
motive has  become  obsolete  and  fails  to 
respond  to  our  advancing  needs.  Electrifi- 
cation affords  a  cheaper  and  better  means  of 


to  82  per  cent  of  revenue,  inadequate  equip- 
ment and  congestion  of  tracks,  what  we  need, 
in  addition  to  constructive  legislation  and 
real  co-operation  on  the  part  of  the  Govern- 
ment in  the  matter  of  rates  and  safeguarding 
invested  capital,  is  wise  direction  in  the 
expenditure  of  the  large  sums  that  must 
speedily  be  found  and  used  to  bring  our 
railways  abreast  of  the  times.  Accord  full 
honor  to  the  reciprocating  steam  engine  for 
the  great  part  it  has  played  in  the  develop- 
ment of  our  railways  and  industries,  but 
complete  the  work  by  replacing  it  with  the 
electric  motor  and  enter  upon  a  new  era  of 
real  railroading,  not  restricted  steam  engine 
railroading. 


263 


Electrification  of  the  Coast  and  Cascade  Divisions 
of  the  C,  M.  CS,  St.  P.  Ry. 

By  E.  S.  Johnson 
Railway  and  Traction  Engineering  Department,  General  Electric  Company 

A  convincing  testinional  as  to  the  excellence  of  the  system  of  electrification  employed  on  the  C.  M.  &  St. 
P.  Ry.,  and  of  the  performance  of  the  apparatus,  is  disclosed  by  the  fact  that  the  equipment  for  the  newly 
electrified  Cascade  and  Coast  Divisions  differs  but  little  from  that  which  for  four  years  has  been  operating  on  the 
Rocky  Mountain  and  Missoula  Divisions.  The  principal  feature  of  difference  lie:  in  the  new  passenger  loco- 
motives. These  are  designed  especially  for  passenger  service,  while  the  original  passenger  locomotives  were 
in  reality  freight  locomotives  temporarily  geared  for  higher  speed  until  such  a  time  as  they  would  be  put  in 
freight  service  and  replaced  by  genuine  passenger  locomotives.  The  adoption  of  bi-polar  gearless  design  for 
the  new  passenger  locomotives  marks  a  distinct  step  towards  simplicity  and  low  maintenance  cost  of  motive 
power  equipment.  Advancement  in  the  art  of  railroading  has  been  very  much  speeded  up  by  the  successful 
application  of  the  many  new  features  of  this  electrification,  summarized  in  the  conclusion  of  this  article. — Editor. 

capacity  is  practically  doubled,  which  is  of 
very  great  advantage  at  certain  times  of  the 
year.  Furthermore,  during  the  past  four 
years  the  entire  amount  of  coal  that  would 
have  been  used  for  steam  operation  has  been 
saved  and  made  available  for  other  purposes, 
which  has  helped  in  a  small  way  to  relieve 
the  coal  shortage  that  has  been  so  serious,  as 
the  total  electric  power  used  has  been  obtained 
from  the  waterpower  plants  of  the  Montana 
Power  Co.  The  comfort  in  traveling  the 
mountainous  regions  resulting  from  the  elim- 
ination of  cinders,  smoke,  grinding  and  jarring 
due  to  air  brakes,  and  the  saving  in  running 
time  have  been  very  mtich  appreciated  by  the 
travelling  public  as  shown  by  the  increase  in 
passenger  traffic  over  these  lines. 

The  reliability  of  electric  operation  under 
the  very  severe  weather  conditions  such  as 
prevail  in  this  part  of  the  country  has  demon- 
strated the  fitness  of  the  electric  locomotive 
to  meet  the  most  severe  service  requirements. 
It  is  the  opinion  of  engineers  who  have  studied 
electrification  for  the  past  several  years  that 
it  will  supplant  steam  operation  in  the  very 
near  future  where  it  is  necessary  to  increase 
the  tonnage  capacity  and  where  economical 
operation  and  conservation  of  the  world's 
fuel  resources  are  the  watchword. 

The  service  on  this  section  is  very  similar 
to  that  on  the  sections  previously  electri- 
fied, consisting  principally  of  the  two  all-steel 
elegantly  equipped  trans-continental  passenger 
trains  Olympian  and  Columbian  in  each 
direction  per  day,  a  local  passenger  service 
between  Cle  Elum,  and  Seattle  and  Tacoma, 
and  four  to  six  through  freight  trains  each  way 
per  day.  The  freight  trains  are  made  up  of 
all  types  of  cars  varying  in  weight  from  25 
to  70  tons  loaded,  and  thus  the  importance 
of  careful  handling  can  be  fully  apjureciated 
onl}-  by  the  train  crews  having  charge  of  this 


E.  S.  Johnson 


npHE  original  3000- 
-■-  volt  electrification 
of  the  Chicago,  Mil- 
waukee &  St.  Patil 
Ry.,  from  Harlowton, 
Mont.,  to  Avery, 
Idaho,  a  distance  of 
about  4-iO  miles,  com- 
prising the  Rocky 
Motmtain  and  Miss- 
oula Divisions  was 
described  in  the 
General  Electric 
Review,  November, 
191G.  Other  articles 
calling  attention  to  the  phenomenal  success 
of  this  great  undertaking  have  appeared  from 
time  to  time  in  the  technical  press.  The 
section  from  Seattle  and  Tacoma  to  Othello, 
Wash.,  a  distance  of  208  miles,  including  the 
Coast  and  Cascade  Divisions,  is  now  being 
placed  in  operation. 

This  electrification  in  the  main  is  a  duplica- 
tion of  the  original  undertaking,  differing 
only  in  various  minor  details  which  will  be 
pointed  out  later. 

The  electrification  of  the  C.  M.  &  St.  P. 
Ry.  differs  from  practically  all  other  work 
of  this  kind  in  that  it  was  undertaken  for 
reasons  of  economy  and  for  the  purpose  of 
increasing  the  tonnage  capacity  rather  than 
the  elimination  of  smoke  in  tunnels  or  at 
terminals,  the  taking  care  of  suburban 
traffic  or  other  local  conditions.  The  results 
of  operation  for  the  past  four  years  have 
thoroughly  demonstrated  the  reliability  of 
electric  operation  as  compared  with  steam, 
the  increase  available  in  the  tonnage  capa- 
city, and  the  reduction  possible  in  operating 
costs.  Preliminary  figures  indicate  that  the 
economies  effected  more  than  justify  the 
capital    expenditure    and    that    the    tonnage 


264     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


lk_^ 


iX.J^. 


u    > 

S   o 
E  E 

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>  S 

il 

C  CU 


in  i 

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^1 


ELECTRIFICATION  OF  THE  COAST  AND  CASCADE  DIVISIONS 


265 


work.  Trains  of  3000  tons  are  now  handled 
with  far  greater  ease  at  approximately  twice 
the  speed  on  grades,  and  with  less  damage  to 
rolling  stock,  especially  the  pulling  of  draw 
bars,  than  2()00-ton  trains  were  handled  with 
steam  operation. 


■-,»f- 


Fig.  5.      High-tension  Room,  Showing  2500-kv-a..  100,000-volt 

Transformers  and  Oil  Circuit  Breakers, 

Tacoma  Substation 


The  motive  power  equipment  assigned  to 
these  divisions  consists  of  five  bi-polar  gear- 
less  passenger,  twelve  geared  freight,  and 
two  switching  locomotives,  all  of  which  were 
furnished  by  the  General  Electric  Co.  The 
geared  freight  and  switching  locomotives  were 
described  in  the  Review,  October,  IQKi. 
The  two  switching  engines  are  duplicates  of 
those  previously  furnished  and  the  geared 
freight  locomotives  are  those  originally  used 
in  passenger  service  on  the  Harlowton-Avery 
electrification,  the  gear  ratio  having  been 
changed  to  make  the  locomotives  suitable 
for  freight  service.  (The  original  passenger 
and  freight  locomotives  were  duplicates, 
except  as  to  their  gear  ratio.) 

The  bi-polar  gearless  locomotives  are  de- 
signed especially  for  high-speed  passenger 
service  and  tests  have  demonstrated  that  their 
riding  and  tracking  qualities  are  superior  to 
any  double-ended  locomotives  built.  The 
running  gears  consist  of  two  three-axle  trucks, 
one  at  each  end,   and  two  central  four-axle 


**"■  MKffasnojAJTTai^  ,Qa9f' 


266     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  4 


trucks,  all  of  which  are  articulated  together 
and  equalized  in  such  a  manner  as  to  give 
approximately  the  same  weight  per  driving 
axle  and  to  insure  proper  tracking  at  high 
speed.  These  important  features  received 
much  favorable  comment  from  prominent  rail- 
vray  engineers  on  the  occasion  of  the  exhibi- 
tion tests  at  Erie,  Pa.,  November  7,  1919. 
The  leading  wheels  on  each  of  the  three-axle 
trucks  are  not  equipped  with  motors,  and  by 
a  special  arrangement  of  the  journal  boxes  are 
free  to  move  axially  a  certain  amount  without 
movement  of  the  entire  truck,  thus  assisting 
in  a  more  gentle  turning  of  the  trucks  on 
curves  and  a  reduction  of  flange  wear. 

Fig.  6  gives  the  general  dimensions  and 
Fig.  4  is  a  photograph  of  one  of  the  loco- 
motives, which  was  described  in  the  Review, 
December,  1919.  They  are  now  in  service 
on  the  Rocky  Mountain  and  Missoula 
Divisions,   while  the  geared   passenger  loco- 


The  general  arrangement  and  installation 
of  the  electrical  control  apparatus  is  the  same 
as  that  used  in  the  construction  of  the  geared 
locomotive.  The  contactors  and  other  parts 
are  assembled  on  supports  when  built  and 
the  work  of  installing  them  in  the  locomotives 
consisted  only  in  bolting  the  supports  in  place 
and  connecting  on  the  proper  cables.  Back 
view  of  the  rheostatic  contactor  group  is  shown 
in  Fig.  7.  With  this  type  of  construction  the 
apparatus  can  be  more  systematically  arranged 
and  provision  made  for  easy  inspection  and 
maintenance.  These  equipment  groups,  to- 
gether with  the  major  portion  of  the  other 
electrical  apparatus,  are  installed  in  the  two 
end  cabs,  with  an  aisle  through  the  center, 
and  hatches  are  provided  on  either  side  of  the 
locomotive  so  that  all  parts  can  be  readily  in- 
spected without  the  necessity  of  removing  any 
apparatus.  Fig.  8  is  of  a  cross  section  through 
the  locomotive  showing  the  arrangement. 


Fig.  7.      Rear  View  of  3000-volt  Contactor  Group 


motives  are  having  their  gearing  changed  for 
freight  service  preparator\'  to  being  trans- 
ferred to  the  new  electrification. 

Each  of  these  locomotives  is  equipped  with 
a  high-speed  circuit  breaker  *  to  prevent 
damage  to  the  electrical  apparatus  due  to 
short  circuits.  Repeated  tests  under  the 
most  severe  conditions  and  actual  operation 
have  shown  this  feature  to  be  a  distinct 
advance.  These  breakers  are  duplicates  of 
those  installed  in  the  substations  for  the 
protection  of  the  generators  of  the  motor- 
generator  sets.  With  the  protection  thus 
afforded  to  both  locomotives  and  substation 
apparatus,  all  damage  due  to  short  circuits  is 
eliminated  and  thus  the  dream  of  engineers 
for  decades  has  been  realized. 

*A  view  of  this  circuit  breaker  is  shown  in  Fig.  1  of  the 
article  by  Mr.  J.  F.  Tritle  in  this  issue. 


The  profile  of  the  entire  electrification  ex- 
tending from  Harlowton.  Mont.,  to  Seattle  and 
Tacoma,  together  with  the  212  miles  remain- 
ing under  steam  operation,  is  shown  in  Fig.  9. 
This  illustration  also  shows  the  location  of  the 
22  substations  which  have  a  total  installed 
capacitv  of  91,300  kw.  This  equipment  con- 
sists of  39  2()00-kw.  and  9  loOO-kw.  synchro- 
nous motor-generator  sets  with  transformers 
and  switching  equipment.  The  substation 
spacing  averages  approximately  30  miles. 

The  maximum  grades  on  the  new  section 
are  the  17  mile  2.2  per  cent  grade  from  the 
Columbia  River  west  and  the  19  mile  1.7 
per  cent  grade  from  Cedar  Falls  east  to  the 
summit  of  the  Cascades. 

The  3000-volt  power  for  the  operation  of 
this  section  is  supplied  from  eight  substations 
located  as  shown  in  Fit:.  10.    This  illustration 


ELECTRIFICATION  OF  THE  COAST  AND  CASCADE  DIVISIONS 


267 


Fig.  8.      Apparatus  Compartment  3000volt  Direct-current  Gearless  Locomotive 


also  shows  the  present  and  ultimate  capacity 
of  each  of  these  substations,  the  sizes  of  the 
feeders  and  the  tonnages  of  the  freight  trains 
on  which  the  feeder  sizes  were  determined. 

The  lay-out  arrangement  of  the  substations 
is  the  same  as  that  of  the  original  substations, 
except  that  the  synchronous  motor  starting 
and  running  oil  circuit  breakers  are  installed 
in  cells  in  the  basement  instead  of  in  the 
dividing  wall  between  the  motor-generator 
and  transformer  rooms,  in  order  to  afford 
greater  space  in  the  motor-generator  room 
and  greater  reliability,  and  the  direct-current 
feeder  disconnecting  switches  are  installed  on 


framework  outside  the  building  instead  of  on 
the  walls  inside  the  station.  The  installation 
of  these  switches  outside  the  buildings  was 
desirable,  as  practical  operation  had  demon- 
strated that  it  was  necessary  that  they  be  of  a 
design  that  could  be  opened  under  load  at 
times  of  emergency.  Their  mechanisms  are 
so  arranged  that  they  are  operated  from 
within  the  buildings.  They  have  been 
thoroughly  tested  under  the  conditions  that 
will  exist  in  actual  operation  and  they 
meet  every  requirement,  being  capable  of 
opening  a  current  from  7000  to  8000  amp. 
successfully. 


EL-ECTRIFIEC 

DIVISIONS    - 

PROFILE 

-   CHICAGO   MIUWAUKEE    & 

ST.  PAUL    RY 

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Fig.  9.     Profile,  Harlowton,  Montana  to  Seattle  and  Tacoma,  Washington 


?6S     April,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


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It  is  of  particular  interest  to  note 
that  all  of  the  substation  apparatus 
for  the  Cle  Elum,  Hyak,  Cedar  Falls. 
Renton  and  Tacoma  substations  is  a 
duplicate  of  that  in  the  substations 
on  the  Rocky  Mountain  and  Missoula 
Divisions  except  for  the  high-speed 
circuit  breakers  and  the  direct-current 
feeder  disconnecting  switches.  One 
high-speed  circuit  breaker  is  used  per 
motor-generator  set  instead  of  one 
per  station,  which  somewhat  simplifies 
the  arrangement  of  connections.  The 
high-speed  circuit  breakers  are  of  a 
more  simple  design  than  those  origi- 
nally furnished  and  are  interchange- 
able with  those  used  on  the  locomo- 
tives. The  contacts  are  held  closed 
magnetically,  eliminating  the  use  of 
any  latches  or  toggles.  The  opera- 
tion is  effected  by  a  shifting  of  the 
flux  upon  an  increase  in  the  main 
current,  and  the  operating  arm  when 
released  is  moved  quickly  by  a  hea\->- 
coiled  spring.  They  will  thoroughly 
protect  the  direct-current  generators 
from  damage  due  to  a  short  circuit 
by  preventing  the  current  from  ex- 
ceeding GOOO  amps.  This  avoids 
excessive  strains  in  the  armature 
windings,  which  eventually  might 
weaken  the  insulation  and  result  in 
the  burning  out  of  an  armature. 

The  motor-generator  sets  are  of 
2(100  kw.  capacity  each,  consisting  of 
two  1000-kw.  compound-wound  l.)t((t- 
volt  direct  current  generators  con- 
nected in  series  for  15000-volts  and  flat 
compounded  from  no  load  to  loO  ])er 
cent  load,  driven  by  one  250(.VkA--a. 
2:UX)-\olt  three-phase  ()0-c\-cle  syn- 
chronous motor,  and  two  direct-con- 
nected direct-current  exciters,  one  of 
12  kw.  capacity  for  exciting  the  fields 
of  the  two  generators  and  the  other  of 
;{()  kw.  capacity  at  125  volts  for  ex- 
citing the  fields  of  the  synchronous 
motor.  The  synchronous  motor  ex- 
citer is  comi)Ounded  by  the  line  cur- 
rent of  the  generators  in  order  to  pro- 
vide the  most  economical  excitation 
for  the  s\-nchronous  motor  over  the 
wide  variation  in  the  load.  This  com- 
])ounding  also  helps  in  the  regulation 
of  the  alternating-current  line,  to  com- 
pensate for  drop  in  voltage  due  to 
load,  as  it  is  arranged  so  that  the 
motor  operates  at  a  lagging   power- 


ELECTRIFICATION  OF  THE  COAST  AND  CASCADE  DIVISIONS 


2G9 


factor  on  light  loads  and  at  a  leading  power- 
factor  on  heavy  loads. 

The  sets  are  cooled  by  external  automatic 
blower  equipments  which  are  not  started  until 
the  load  reaches  a  value  sufficient  to  produce  a 
predetermined  heating.  The  blowers  are  again 
shut  down  as  soon  as  the  load  is  reduced  to  an 
amount  that  will  jjroduce  a  temperature  below 
this  value.  This  arrangement  materialh'  in- 
creases the  all-day  efficiency,  as  the  average 
load  will  probably  be  slightly  below  that  neces- 
sary for  the  blower  equipments  to  operate. 


tension  winding  is  divided  into  44  sections  per 
leg  insuring  a  low  voltage  between  sections  and 
thorough  ventilation  of  the  coil  stack.  Taps 
on  the  low-tension  winding  give  the  desired 
range  of  voltage  in  the  high-tension  winding 
from  !t2,40U  volts  Y  to  102,000  volts  Y. 

The  transformer  tanks  use  external  tubes  for 
circulating  the  cooling  oil,  which  is  the  same 
construction  as  was  used  on  the  transformers 
previously  supplied.  The  high-tension  bush- 
ings are  of  the  oil  filled  type  and  the  low- 
tension   bushings   of   the   solid   type.      Both 


Figs.  11  and  12.      Front  and  Back  Views  3600-volt  Direct-current  1500-ampere  Circuit  Breaker 


These  sets  are  designed  to  carry  300  per 
cent  load  for  five  minutes  when  operating 
either  as  straight  synchronous  motor-genera- 
tor sets  or  inverted.  The  operation  of  some 
twenty  sets  of  exactly  the  same  design  on  the 
Harlowton-Avery  electrification  for  the  past 
four  years  has  been  very  successful. 

The  transformers  are  of  2.500  kv-a.  capacity 
each,  oil  insulated,  self-cooled,  wound  for 
102,000  volts  Y  primary  and  2400  volts  delta 
secondary  with  one  half  voltage  starting 
taps.  They  are  of  the  circular-disc  core-type 
design  with  the  windings  mounted  on  three 
vertical    members    of    the    core.      The   high- 


bushings  have  their  ground  sleeves  extended 
from  the  cover  beneath  the  oil  level  to  obtain 
an  electrically  neutral  atmosphere  in  the 
chamber  above  the  oil.  This  construction 
eliminates  the  possibility  of  an  explosion  due 
to  static  discharge. 

The  main  circuit  breakers  have  com- 
bined series  and  shunt  blowout  coils  with  a 
large  magnetic  circuit  suitably  proportioned 
and  an  improved  narrow  arc  chute  which 
insures  the  circuit  being  opened  under  all 
conditions  of  operation.  At  the  saine  time 
a  gradual  reduction  of  the  current  is  effected 
so   as   to  keep   the   potential   strains  of   the 


270     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


various  parts  at  a  comparatively  low  value. 
The  design  of  the  breaker  is  very  rugged  and 
great  care  was  exercised  in  proportioning  the 
various  parts  in  order  to  insure  obtaining 
the  desired  operating  characteristics. 

Protection  from  lightning  and  surges  on 
the  transmission  line  is  taken  care  of  by  one 
aluminum-cell  lightning  arrester  per  sub- 
station, connected  to  the  high-tension  bus 
with  choke  coils  installed  in  the  high-tension 
leads  of  each  transformer.  The  horn  gaps  in 
the  case  of  the  flat  roof  substations,  which  are 
used  where  there  is  ver\^  little  snow,  are 
installed  on  the  roof;  and  in  the  case  of  the 
hip-roof  stations  used  in  the  snow  belts 
the}'  are  installed  inside  the  station.  The 
protection  afforded  by  those  in  operation 
for  the  past  four  years  has  been  remarkable, 
as  ver\'  little  if  any  trouble  has  been  experi- 
enced from  lightning. 

Great  care  was  taken  in  the  selection  of 
the  protecting  scheme  of  the  high-tension 
transmission  system  to  insure  continuity  of 


W 


Fig.  13.     Main  Line,  showing  Overhead  Construction 
Looking  East  from  Cedar  Falls  Substation 

seirice,  in  order  that  when  trouble  occurs 
on  the  high-tension  line  the  power  would 
be  cut  off  from  only  the  section  in  trouble. 
In  order  to  meet  the  selective  protection 
necessan,'  under  the  various  conditions  of 
operation,  three  main  types  of  relay  are  used; 
viz.,  an  induction  relay,  an  induction  three- 
phase  reverse-power  relay,  and  an  inverse 
time-limit    relay.      The    first    two    types    of 


relays  have  been  in  use  for  several  years  and 
do  not  need  further  comment.  The  inverse 
time-limit  relay,  however,  is  a  new  device 
developed  specially  to  meet  the  requirements 
of  selective  protection  for  this  particular 
system.  It  has  a  truly  inverse  time-limit 
cur\e  and  its  construction  is  such  as  to  insure 
that  the  adjustment  will  remain  permanent 
for  a  long  time.  The  working  elements 
consist  of  two  parts,  one  of  which  is  to  all 
intents  and  purposes  an  ammeter  element, 
and  the  other  a  definite  time  element. 

The  overhead  construction  is  of  the  modi- 
fied flexible  catenary  type  using  two-4/0  copper 
trolley  wires  flexibly  suspended  side  by  side 
from  the  same  steel  messenger  by  independent 
hangers  alternately  connected  to  each  wire. 
Forty-foot  wooden  poles  suitably  guyed  and 
spaced  are  used  except  in  crossing  the  Col- 
umbia River  and  on  other  special  work  where 
steel  construction  is  used.  Bracket  construc- 
tion is  used  wherever  the  track  alignment 
will  permit,  and  cross-span  construction  on 
passing  tracks  and  in  yards.  The  length  of 
the  trolley  poles  is  sufl!icient  for  two  cross-arms 
at  the  top  on  which  are  carried  the  direct- 
ctirrent  feeders,  the  4400-volt  signal  wires. 
and  the  power  limiting  and  indicating  system 
wires.  A  supplementary  4  0  negative  feeder, 
which  is  tapped  to  the  middle  point  of  every 
second  reactance  bond,  is  carried  directly  on 
top  of  the  poles  without  the  use  of  an  insulator. 
The  positive  feeder  is  tapped  to  the  trolley 
wire  at  everv  seventh  pole,  or  approximately 
ever>-  1000  feet. 

Power  for  the  operation  of  this  division  is 
supplied  by  the  Inter-Mountain  Power  Co. 
which  in  turn  purchases  its  energy  from  the 
Washington  Water  Power  Co.,  and  the  Puget 
Sound  Traction  Light  and  Power  Co.,  both  of 
which  ha-vc  large  watcrpower  developments. 
Thus  the  change  to  electric  operation  saves 
the  coal  and  oil  previously  used  for  steam 
operation. 

The  power  supplied  b\-  the  Washington 
Water  Power  Co.  is  furnished  from  its  Long 
Lake  Plant  northwest  of  Spokane  by  a  118- 
mile  transmission  line  to  the  Taunton  Sub- 
station. The  power  supplied  by  the  Puget 
Sound  Traction  Light  &  Power  Co.  comes 
over  a  ten-mile  transmission  line  from  its 
Snoqualmie  Plant  to  the  Cedar  Falls  and 
Renton  Substations.  Power  to  the  other 
substations  is  sujiplied  by  the  Railway 
Company's  own  high-tension  transmission 
lines  which  connect  between  all  of  the  eight 
substations  except  the  Cedar  Falls  and 
Ronton  Substations.    The  construction  of  this 


ELECTRIFICATION  OF  THE  COAST  AND  CASCADE  DIVISIONS  271 


line  is  similar  to  the  line  which  has  been  in  (3) 

service  on  the  Rocky  Mountain  and  Missoula 
Divisions,  practically  the  only  difference  being 
that  there  are  a  number  of  transpositions  in 
order  to  reduce  as  far  as  possible  any  induc- 
tive interference  on  the  neighboring  telephone  (4) 
and  telegraph  lines.  The  transmission  con- 
struction, except  where  special  construction 
is  necessary,  such  as  on  cur\'es,  etc.,  consists 
of  45  and  50-foot  Idaho  cedar  poles  with  two 
cross-arms,  on  which  are  carried  the  100,000 
volt  lines  on  suspension  type  insulators  and 
an  uninsulated  ?/g-inch  steel  ground  wire.  The 
high-tension  conductors  are  2/0  stranded 
copper,  with  a  with  a  hemp  cor^. 

The    work    undertaken    by    the     Chicago  (5) 

Milwaukee   &    St.    Paul    Railway   has   been 


Development  of  the  High-Speed  Cir- 
cuit Breaker  by  which  com- 
mutating  apparatus  including  loco- 
moti\-es  can  be  protected  from 
injury  due  to  short  circuits. 

Development  and  successful  appli- 
cation of  the  Twin  Trolley  Wire 
by  which  the  operation  of  the 
heaviest  freight  trains  can  be  accom- 
plished at  3000  volts  without  any 
sparking  at  the  trolley  wire  at  any 
speeds  within  safe  operating  require- 
ments. The  wear  on  the  trolley 
wires  which  have  been  in  service  for 
the  last  four  years  is  inappreciable. 

The  development  of  the  Slider  Panto- 
graph in  connection  with  the  adop- 


Fig.  14.     Overhead  Construction  Looking  East  Toward  Cedar  Falls  Substation 


notable  for  the  development  in  electric 
traction  brought  forth,  and  as  these  develop- 
ments have  been  in  successful  operation  for 
some  time,  they  are  here  summarized. 

(1)  Commercial    application    of    Electric 

Regeneration  by  which  power  is 
generated  by  trains  on  descending 
long  grades  and  is  returned  to  the 
line  for  use  on  other  parts  of  the 
system . 

(2)  Development    of    a    Power-Limiting 

Indicating  System  by  which  the 
power  supplied  to  a  system  at  a 
number  of  points  can  be  totalized 
at  one  point  and  the  maximum 
power  available  for  operation  at 
all  times  can  be  controlled. 


tion  of  the  twin  trolley  wire  has 
been  as  notable  as  the  adoption  of 
the  twin  trolley  wire  itself. 

(6)  The  introduction  of  the  compounding 

of  the  synchronous  motor  exciter 
of  a  motor-generator  set  used  for 
supplying  the  high-voltage  direct 
current,  by  means  of  the  main  direct 
current  so  that  the  synchronous 
motors  operate  economically  under 
all  conditions  of  load  and  at  the 
same  time  compensate  in  a  measure 
for  the  drop  in  line  voltage  due  to 
load. 

(7)  Development  of  a  High  Speed  Passen- 

ger Locomotive  especially  adapted  to 
trans-continental  service  over  heavy 
mountain  grades  and  severe  curves. 


272     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


Passenger  Locomotives  for  C,  M.  dS,  St.  P.  Rwy. 

By  A.  F.  Batchelder 

Engineer  Locomotive  Department,  General  Electric  Company 

and 

S.  T.  DODD 

Railway  and  Traction  Engineering  Department,  General  Electric  Company 

The  Chicago,  Milwaukee  &  St.  Paul  Railway  since  1915  has  been  operating  electrically  over  the  moun- 
tain ranges  of  ^Iontana.  The  results  of  this  operation  have  convinced  the  directors  of  the  railroad  of  the 
marked  advantages  of  electrification;  and,  as  a  consequence,  they  have  extended  the  electrification  over  the 
Cascade  Range.  When  placing  orders  for  locomotives  for  this  extension,  the  railway  company  proposed  to 
purchase  locomotives  designed  strictly  for  passenger  service,  their  characteristics  and  equipment  to  be  those 
most  suitable  for  this  purpose.  In  the  following  article  the  authors  discuss  the  details  of  the  electrical  and 
mechanical  construction  ofjthe  new  passenger  locomotives,  five  of  which  were  completed  last  year  at  the  Erie 
plant. — Editor. 


D 


lECE.MBER  9, 
1915,  may  be 
considered  the  date  of 
the  initial  electrical 
operation  over  the 
electrified  lines  of  the 
Chicago,  Milwaukee 
&  St.  Paul  Railway. 
During  the  following 
winter  the  electrifica- 
tion was  extended 
over  440  miles  of  route 
from  Harlowton, 
Montana,  to  Aver\-, 
Idaho,  a  section  which 
crossed  the  Belt,  the  Rocky,  and  the  Bitter 
Roots  Mountains.  The  locomotives  for  this 
initial  electrification  were  of  the  geared  type, 
designed  and  built  especially  with  a  view  to 
the  most  economical  operation  of  the  freight 
serA'ice.  The  locomotives  for  passenger  ser\'- 
ice  differed  from  the  freight  locomotives  only 
in  the  details  where  it  was  absolutelv  necessarv 


A.  F.  Batchelder 


to  meet  the  operating 
requirements,  such  as 
changing  the  gear 
ratio  to  increase  the 
speed  and  providing 
each  with  heating  and 
lighting  equipment. 

Three  years  later, 
in  1918,  the  successful 
operation  of  the  orig- 
inal equipment  had 
convinced  the  railroad 
company's  officials  of 
the  economical  ad- 
vantages of  electric 
operation,  and  they  decided  to  equip  an  addi- 
tional section  extending  over  the  Cascade 
Mountains  between  Othello,  Washington,  and 
Tacoma,  Washington,  a  distance  of  212  miles. 
In  choosing  the  equipment  for  the  new  exten- 
sion, it  was  decided  to  give  special  emphasis  to 
the  requirements  of  passenger  scr\Mce  and  to 
purchase  locomotives  which  were  primarily 


S.  T.  Dodd 


Fig.  1.     Three-quarter  View  of  New  Direct-current  Electric  Locomotive 


PASSENGER  LOCOMOTIVES  FOR  C,  M.  &  ST.  P.  RWY. 


273 


'•-.IK- 


dcsigned  with  this  in  view,  taking  advantage 
of  any  details  whieh  would  assist  in  the 
proper  and  economical  operation  of  passenger 
trains.  For  the  freight  service  it  was  decided 
to  retain  the  geared  locomotives  that  were  in 
use  on  the  Harlowton-Avery  Division,  chang- 
ing the  gear  ratio  where  necessary  to  rneet 
freight  conditions,  and  using  only  locomotives 
of  the  new  design  for  passenger  service. 

To  meet  the  specifications  for  the  passenger 
locomotives,  the  General  Electric  Company 
has  designed,  completed,  and  tested  a  locomo- 
tive which  appears  to  embody  the  necessary 
qualifications  and  to  successfully  fulfill  the 
requirements,  both  from  electrical  and  me- 
chanical standpoints.  In  designing  the  loco- 
motive, particular  attention  has  been  given 
to  the  features  affecting  safety,  reliability, 
efficiency,  convenience  of  operation,  effect 
on  track,  and  cost  of  maintenance.  The 
locomotive  has  especially  good  riding  quali- 
ties; it  has  no  apparent  effect  on  the  align- 
ment of  the  track,  and  to  a  marked  degree 
it  is  free  from  transverse  movements  or 
oscillation  which  would  tend  to  create  lateral 
pressure  against  the  rails. 

It  is  the  intention  of  this  article  to  give  a 
description  of  this  locomotive,  which  differs 
in  many  ways  from  the  locomotives  that  are 
now  in  operation  on  the  Harlowton-Avery 
Division,  to  indicate  the  reason  for  choosing 
this  design,  and  to  call  attention  to  some  of 
the  principal  features  which  differ  from 
usual  practice.  Briefly  stated,  the  service 
requires  the  locomotive  to  haul  a  95()-ton 
passenger  train  over  the  mountain  divisions 
of  the  Chicago,  Milwaukee  &  St.  Paul  Rail- 
way at  25  m.p.h.  up  2  per  cent  grades,  with  a 
maximum  operating  speed  of  (iO  m.p.h.  on  the 
level,  and  to  provide  regenerative  braking  on 
the  down  grades  at  speeds  consistent  with 
safe  operation.  Fig.  1  shows  a  view  of  the  com- 
pleted locomotive  and  train.  Fig.  2  is  an  outline 
drawing  of  the  side  elevation,  giving  the  general 
dimensions.  Fig.  3  is  a  section  through  the  ap- 
paratus cab,  showing  the  location  and  arrange- 
ment of  the  principal  pieces  of  apparatus. 

It  will  be  seen  that  the  running  gear  is 
composed  of  four  individual  trvicks,  two 
end  trucks  having  three  axles  each,  and 
two  center  trucks  having  four  axles  each. 
These  trucks  are  connected  together  by  special 
articulation  joints.  The  motor  armatures 
are  mounted  on  the  axles  and  the  motor 
fields  are  carried  on  the  truck  frames. 

The  superstructure  is  made  in  two  sections 
of  similar  design  with  a  third  section  between 
them.  The  third  or  central  section  contains 
the  train  heating  equipment,  which  consists 


274     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


of  an  oil  fired  steam  generator  together  with 
water  and  oil  tanks.  This  unit  is  complete 
in  itself,  and  is  carried  over  supports  attached 
to  the  two  middle  trucks.  It  can  be  readily 
removed  for  repairs  without  interfering  with 
any  other  part  of  the  locomotive.  It  is 
placed  between  the  two  operating  cabs  in 


Fig.  3.     Cross-Section  of  Apparatus  Cab 

order  to  be  easy  of  access  to  the  engineers' 
helper,  or  fireman,  from  either  end  location. 

The  two  end  sections  are  similar  to  each 
other  in  appearance.  The  operator's  cab  in 
either  section  is  on  the  inner  end  next  to  the 
heater  cab  just  described,  in  order  that  the 
operator  will  be  convenient  to  the  heater  and 
in  order  to  allow  a  maximum  space  for 
apparatus  in  the  apparatus  cab  or  outer  end 
section.  Another  advantage  of  this  arrange- 
ment of  cabs  is  that  the  operator  can  have 
access  to  any  section  of  the  locomotive  requir- 
ing his  presence  without  passing  through  a 
section  containing  high-tension  apparatus. 
The  engineer's  or  operating  cab  contains  a 
main  or  master  controller,  the  air  brake 
valves  and  handles,  and  an  instrument  panel 
containing  air  gauges,  ammeters,  and  speed 
indicator.  The  engineer  uses  either  of  the  two 
operating  cabs  according  to  the  direction  in 
which  he  is  running. 

A  door  gives  access  from  the  operating  cab 
to  the  apparatus  section,  which  extends  with 


a  cylindrical  top  to  the  extreme  end  of  the 
locomotive.  The  cylindrical  construction 
naturally  adapts  itself  to  the  protection  of  the 
apparatus  included;  and,  in  addition,  it  has 
the  advantage  of  allowing  a  clear  vision  for 
the  operator  from  his  normal  operating  posi- 
tion. Contained  in  this  apparatus  section  are 
the  resistors  and  contactors  to  control  the 
power  circuits  of  the  locomotive.  The  start- 
ing resistors  are  placed  in  two  rows  on  each 
side  of  the  central  passage  just  above  the 
floor  of  the  superstructure,  and  they  are 
covered  at  the  sides  by  removable  covers 
which  when  opened  allow  the  separate  resistor 
boxes  to  be  slid  out  upon  the  longitudinal 
running  board  outside  of  the  apparatus  cab. 
The  air  compressor  for  the  air  brakes,  the 
motor-generator  set  for  train  lighting,  and 
the  storage  battery  for  m.arker  lights  and 
emergency  control  stand  upon  the  same  level 
as  the  resistors  and  can  be  removed  or  re- 
placed in  a  similar  m.anner.  Above  the 
resistors  are  located  the  contactors  with  their 
arc  chutes  facing  a  central  aisle  two  feet  wide. 
This  arrangem.ent  allows  ample  arcing  space 
and  room  for  inspection  of  the  contactors. 
Above  the  contactors  is  the  cylindrical  roof 
of  the  locorrotive  with  trap  doors  for  inspec- 
tion of  the  back  connections  and  insulation, 
and  for  removing  the  contactors  in  case 
replacem.ent  is  necessary.  The  whole  design 
and  arrangement  of  this  apparatus  cab  lends 
itself  to  a  maximum  economy  of  cost  and 
material,  as  well  as  to  convenience  of  inspec- 
tion and  repair  of  apparatus. 

Motors 

The  motors  are  of  the  well  known  bi-polar 
gearless  design  which  was  adopted  by  the 
New  York  Central  Railroad  fourteen  years 
ago.      The    continuous    operation    of    these 


Fig.  4.     Bi'polar  Gearless  Armature  and  Wheels 

motors  since  that  time,  in  hauling  heavy 
passenger  trains  between  the  Grand  Central 
station  and  Harmon,  proves  them  to  be  of  a 
design  well  suited  for  the  service.  This  motor 
has  demonstrated  its  remarkable  reliability 
and  low  cost  of  maintenance. 


PASSENGER  LOCOMOTIVES  FOR  C,  M.  &  ST.  P.  RWY. 


275 


To  insure  light  weight  per  axle,  flexibility 
in  control,  good  truck  arrangement  for  curving 
as  well  as  for  high-speed  running,  12  motors 
were  chosen,  each  of  relatively  small  capacity. 
They  are  especially  designed  to  withstand 
high  temperature,  being  insulated  with  mica 
and  asbestos. 

Fig.  4  shows  the  motor 
armature  complete,  built 
directly  on  the  axle  with  the 
wheels  pressed  and  keyed  in 
place.  The  continuous  rating 
of  each  motor  at  1000  volts 
and  with  120  degrees  rise  by 
resistance  is  266  h.p.,  corre- 
sponding to  3500  lb.  tractive 
effort  at  the  rim  of  the  drivers 
at  a  speed  of  28.4  m.p.h. 
Forced  ventilation  is  em- 
ployed for  cooling.  The 
armature  core  is  provided 
with  holes  for  the  passage  of 
the  ventilating  air.  Blowers 
are  located  above  each  motor 
armature  and  deliver  air  at  the 
commutator  end  of  the  motor  where  it 
divides,  part  passing  through  the  armature 
and  part  back  through  and  around  the  field 
coils  where  it  escapes  upward  and  is  afterwards 
used  for  ventilating  the  starting  resistors. 

This  type  of  motor  gives  very  high  effi- 
ciency in  average  operation,  it  having  no 
journal  bearings  or  gearing.  It  lends  itself 
nicely  to  simple  and  compact  locomotive 
design  as  the  frame  is  made  use  of  to  furnish 
the  entire  path  for  the  magnetic  flux.  The 
pole  pieces  and  field  coils  are  fastened  to  the 
cross  transoms  of  the  trucks  and  the  magnetic 
flux  passes  horizontally  in  series  through  all 
twelve  motors,  finding  a  return  path  through 
the  locomotive  frame.  The  articulated  joints 
between  the  trucks  are  made  in  such  a  manner 
that  large  surfaces  are  in  contact  to  provide 
a  low  reluctance  path  for  the  flux.  The  pole 
faces  are  made  flat  in  order  to  prevent  them 
from  coming  in  contact  with  the  armature 
during  the  vertical  movement  of  the  truck 
frame  on  its  springs,  or  when  removing  or 
replacing  the  armatures.  A  minimum  clear- 
ance of  }/s  inch  on  each  side  is  allowed  be- 
tween the  armature  and  the  pole  piece  tips. 
The  brush-holders  are  bolted  to  the  transom, 
an  arrangement  which  permits  the  brushes  to 
move  up  and  down  with  the  fields  as  the  frame 
rides  on  the  truck  springs. 
Control 

In  choosing  the  control  apparatus  special 
care  has  been  taken  to  use  those  individual 


pieces  of  apparatus  best  suited  to  the  parti- 
cular requirements.  Where  single  independ- 
ently operated  switches  are  necessary,  as  on 
the  resistance  notches,  electro-magnetic  con- 
trol is  used.  Where  several  switches  are 
required  to  operate  at  one  time,  as  in  changing 
from    series    to    parallel    motor   connections. 


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Fig.  5.     Locomotive  Characteristics 

banks  of  switches  with  electro-pneumatic 
cam  control  are  used,  thus  insuring  positive 
operation,  eliminating  interlocks,  and  simpli- 
fying the  wiring. 

The  control  for  motoring  is  arranged  for 
four  motor  combinations. 

The  first  combination  has  9  rheostatic  steps, 
one  full-field  step,  and  one  tapped-field  step, 
with  twelve  motors  in  series  across  3000  volts. 

The  second  combination  has  6  rheostatic 
steps,  one  full-field  step,  and  one  tapped- 
field  step,  with  six  motors  in  series  and  two 
sets  in  multiple. 

The  third  combination  has  8  rheostatic 
steps,  one  full-field  step,  and  one  tapped- 
field  step,  with  four  motors  in  series  and  three 
sets  in  multiple. 

The  fourth  combination  has  8  rheostatic 
steps,  one  full-field  step,  and  one  tapped- 
field  step,  with  three  motors  in  series  and  four 
sets  in  multiple. 

These  combinations  result  in  a  total  of  39 
control  steps  with  a  choice  of  eight  operating 
speeds,  exclusive  of  the  resistance  steps.  The 
locomotive  characteristics  on  the  various 
steps  are  clearly  shown  in  Fig.  5. 

The  regeneration  of  power  for  braking  is 
accomplished  in  a  simple  manner  by  using 
some  of  the  motors  for  exciting  the  fields  of 
the  others,  which  in  turn  arc  used  as  generators 
to  return  power  to  the  line. 

As  a  provision  against  short  circuits,  or 
extreme  overloads,  there  is  provided  in  the 


276     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  4 


apparatus  cab  a  quick  acting  circuit  breaker 
which  will  protect  the  circuit  in  less  than 
1   100  of  a  second. 

Mechanical  Construction 

For    flexibility    in    cur\nng,    the    running 
gear  is  made  up  of  four  trucks,   each  of  a 


Fig-  6.     Centering  Device  of  Leading  Axle 

relatively  short  wheel  base.  The  two  middle 
trucks  have  four  driving  axles  each;  and  the 
two  end  trucks,  two  driving  axles  and  one 
guiding  axle  each,  making  a  total  of  14  axles. 
The  trucks  are  connected  together  with  ar- 
ticulated joints  which  allow  of  no  relative 
lateral  mo\'ement  between  them,  so  that 
each    truck    positively    leads    the    following 


of  limiting  the  lateral  oscillations  of  the 
locomotive  structure,  which  tend  to  distort 
the  track,  and  of  minimizing  the  effect  on 
the  track  of  such  oscillations  as  ocoir.  If  a 
locomotive  were  built  with  a  rigid  wheel  base 
as  long  as  the  total  wheel  base  of  the  present 
locomotive  (67  feet),  the  lateral  oscillations 
could  not  reach  any  large  angular  value. 
However,  on  account  of  the  long  wheel  base, 
such  a  locomotive  would  be  incapable  of 
taking  curves.  By  articulating  the  wheel  base 
the  locomotive  is  capable  of  accomodating 
itself  to  track  cur^'ature;  and,  at  the  same 
time  on  account  of  this  articulation  and  the 
consequent  guiding  effect  of  one  truck  on 
another,  the  lateral  oscillations  on  tangent 
track  are  minimized  in  the  same  manner  as 
would  be  done  by  the  use  of  a  long  rigid 
wheel  base. 

To  soften  any  lateral  blow  that  may  be 
given  against  the  rail,  the  leading  and  trail- 
ing axles  are  allowed  a  movement  of  one- 
half  inch,  relative  to  the  truck  frame,  either 
way  from  their  central  position.  This  move- 
ment takes  place  against  a  resistance  intro- 
duced by  wedges  above  the  journal  boxes 
which  tend  to  hold  the  box  in  its  central 
position  and  to  give  a  dead  beat  action 
opposing  the  motion.  This  wedge  construc- 
tion is  illustrated  in  Fig.  6.  To  further 
l)rotect  the  track  from  lateral  displacement 
on  the  ties,  the  outer  end  of  the  superstructure 
is  carried  on  rollers,  bearing  on  inclined  planes 
upon  the  truck  frames;  while  the  inner  end 
of  the  superstructure  is  rigidly  bolted  to  one 
of    the    middle    trucks.     This    construction 


Fig.  7.     Side  View  of  Locomotive 


truck.  This  is  for  the  purpose  of  reducing 
flange  wear  on  cur\-es  and  lateral  oscillation 
on  tangent  track. 

The  most  important  problem  that  has  to 
be  faced  in  the  design  of  a  locomotive  for 
high-speed  passenger  ser\-ice  is  the  problem 


tends  to  hold  the  leading  and  trailing  trucks 
in  their  central  position.  When  a  blow  is 
delivered  by  the  leading  or  trailing  truck 
against  the  rail  head,  the  superstructure  is 
displaced  laterally  across  the  outer  trucks. 
In  such  a  sideways  displacement,  the  weight 


PASSENGER  LOCOMOTIVES  FOR  C,  M.  &  ST.  P.  RWY.  277 

of  the  superstructure  rolls  up  on  the  inclined  As  a  matter  of  record,  it  should  be  said  that 
plane  on  that  side,  and  thus  transfers  weight  the  first  of  these  new  locomotives  was  deliver- 
to  the  rail  that  is  aflfected,  thereby  increasing  ed  to  the  railway  company  at  Deer  Lodge, 
adhesion  of  the  rail  to  the  tie.  This  action  Montana,  on  December  14th,  1919,  and 
really  has  two  results:  It  not  only  increases  was  put  in  operation  handling  passenger 
the  holding  power  between  rail  and  tie  at  trains  between  Deer  Lodge  and  Avery, 
that  point,  but  it  introduces  a  time  lag  and  For  convenience  of  reference,  Table  I  gives 
increases  the  time  and  distance  during  which  a  summary  of  the  principal  dimensions  and 
the  pressure  is  delivered  to  the  rail  head.  characteristics  of  this  locomotive. 

TABLE  I 
LOCOMOTIVE   DIMENSIONS 

Total  weight 521,200  lb. 

Total  weight  on  drivers 457,680  lb. 

Weight  per  driving  axle 38, 140  lb. 

Dead  weight  per  driving  axle 9,590  lb. 

Weight  per  idle  axle 31,750  lb. 

Dead  weight  per  idle  axle 3,560  lb. 

Length  overall 76  ft.  0  in. 

Width  overall 10  ft.  0  in. 

Height  over  cabs 14  ft.  11 5^  in. 

Height  over  pantograph,  looked  down 1 6  ft.  8  in. 

Total  wheel  base 67  ft.  0  in. 

Maximum  rigid  wheel  base 13  ft.  9  in. 

Diameter  of  driving  wheels 44  ft. 

Diameter  of  idle  wheels 36  ft. 

Size  of  journals 6  ft  by  13  ft. 

Dimensions  of  operator's  cab 5  ft.  by  10  ft. 

Dimension  of  heater  cab 14  ft.  11  in.  by  10  ft. 

Heater  capacity 4000  lb.  steam   per  hour 

Water  capacity 30,000  lb. 

Oil  capacity 6,000  lb. 

Compressor  capacity 150  cu.  ft.  per  min. 

Number  of  motors 12 

Type  of  motor (Bipolar-)  GE-100 

Diameter  of  armature 29  ft. 

Clearance  between  bottom  plate  and  top  of  rail 554  in. 

Working  range  of  pantograph 9  ft.  0  in. 

Locomotive  Rating  v  Tapped  Field  Full  Field 

Total  horsepower,  one  hour  motor  rating 3,480  3,380 

Total  tractive  effort  one  hour  motor  rating 36,000  46,000 

Speed,  m.p.h 36.2  27.5 

Total  horsepower  continuous 3,200  3,200 

Total  tractive  effort  continuous 32,000  42,000 

Speed,  m.p.h 37.8  28.4 


27S     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


TABLE  ] 

Motors  in 
Series 

Number 
Groups 

of  Accelerating 
Steps 

SPEED  AT  CONTlNUOt;S 
BATING 

Full  Field 

Tapped  Field 

12 

1 

10 

5.0 

8.0 

6 

2 

i 

12.3 

18.7 

4 

3 

9 

20.0 

29.0 

3 

4 

9 

27.0 

40.0 

Control  Equipment  of  the  New  Locomotives 
for  the  C,  M.  C^  St.  P.  Rwy. 

By  F.  E.  C.\SE 
Railway  Equipment  Department,  General  Electric  Company 

Power  not  under  control  would  be  useless — in  fact  would  be  destructive  in  most  instances.  Control  is, 
therefore,  a  vital  factor  in  the  production  and  application  of  power.  Since  the  difficulty  in  designing  control 
equipment  for  a  machine  increases  with  the  variety  of  the  conditions  under  which  the  machine  is  to  operate, 
the  control  of  an  electric  locomotive  employing  regenerative  braking  probably  presents  the  most  complex 
problem.  That  a  satisfactory  solution  has  been  arrived  at  is  evidenced  by  the  successful  performance  record 
of  the  earlier  C.  M.  &  St.  P.  locomotives.  The  new  locomotives  are  equipped  with  essentially  the  same 
system  of  control,  the  principal  modifications  being  along  the  line  of  simplification. — Editor. 

nPHE  five  new  pas- 
-'■  senger  locomo- 
tives which  were  re- 
cently delivered  by 
the  General  Electric 
Company  to  the 
Chicago,  Milwaukee 
and  St.  Paul  Railway 
differ  materially  in 
appearance  from  the 
original  type*  and  the 
arrangement  of  elec- 
trical apparatus   has 

_  also   been    somewhat 

changed.     The  adop- 
tion of    twelve  bi-polar  gearless  m.otors  per 

locomotive  instead  of  eight  geared  ones,  as  on 

the  earlier  locomotives,  resulted  in  a  different 

electrical  grouping  of  the  motors,  and  further 

development  of  regenerative  electric  braking 

permitted   a   simplifying   of   the   method   of 

control. 

The  motors  are  air  blown  and  each  has  a 

continuous  rating  of  approximately  250  h.p. 

and  a  one  hour  rating  of  270  h.p.     The  use 

of  a  larger  number  of  motors  made  it  possible 

to  provide  a  greater  variety  of  groupings  for 

motor  operation  with  a  corresponding  increase 

in  the  number  of  running  speeds. 

Motoring 

There  are  four  motor  combinations,  the 
motors  being  connected  12,  6,  4  or  3  in  series, 
and  the  fields  may  be  weakened  with  each 
grouping  to  secure  four  additional  running 
speeds.  This  field  weakening  is  obtained  by 
tapping  or  cutting  out  a  portion  of  the  wind- 
ing. 

The  number  of  accelerating  steps  for  each 
of  the  four  motor  groupings,  and  the  speeds  at 
continuous  capacity  with  full  and  tapped 
field,  are  shown  in  Table  I. 

*  A  full  description  of  these  earlier  locomotives  appeared    n 
the  General  Electric  Review,  November,  1916. 


Regenerative  Braking 

Broadly  speaking,  the  system  of  regener- 
ative bralving  is  similar  to  that  on  the  previous 
locomotives,  in  that  the  series  motors  when 
regenerating  have  their  fields  separately 
excited  to  a  density  higher  than  would  be 
obtained  for  motoring  at  corresponding  speeds. 
In  consequence,  the  combined  armatures 
generate  a  higher  voltage  than  that  of  the  line 
and  return  power  to  it.  The  main  difference 
is  the  source  of  energy  for  exciting  the  motor 
fields  and  the  consequent  arrangement  of  the 
motor  circuits.  In  the  original  equipments 
a  separate  motor-generator  was  used  for 
exciting  these  fields,  but  in  the  new  ones  part 
of  the  motors  are  employed  as  exciters  for 
the  fields  of  the  other  motors  and  no  separate 
machine  is  required. 

The  motors  are  connected  in  two  virtually 
independent  groups  for  regeneration  and  these 
groups  may  be  connected  either  in  series  or 
parallel,  depending  upon  the  train  speed 
desired.  Each  group  consists  of  four  motors 
which  generate  the  power  returned  to  the 
line,  and  two  which  generate  current  for 
exciting  the  fields  of  all  six  motors.  When  the 
regenerated  current  returned  to  the  line  is 
of  the  same  value  as  the  exciting  current  in 
the  fields  and  is  also  equal  to  the  continuous 
rating  of  the  motors,  the  locomotive  speed 
is  about  1 1  miles  per  hour  for  the  series  con- 
nection of  the  regenerating  groups  and  23  for 
the  parallel  connection. 


CONTROL  EQUIPMENT  OF  NEW  LOCOMOTIVES  FOR  THE  C,  M.  &  ST.  P.  RWY.     279 


The  amount  of  regenerated  current  required 
to  maintain  any  constant  speed  is  dependent 
upon  the  train  weight  and  grade,  and  it  is 
necessary  to  vary  the  field  excitation  to  secure 
the  proper  loading  of  the  motors. 

Above  about  22  miles  per  hour  it  is  desirable 
to  have  the  two  regenerating  groups  connected 
in  parallel  in  order  to  niake  the  armature  and 
field  currents  as  nearly  equal  as  possible. 
With  these  connections  power  can  be  returned 
to  the  line  at  speeds  up  to  more  than  GO  miles 
per  hour. 

The  control  is  so  arranged  that  it  is  possible 
to  start  regeneration  without  first  passing 
through  the  motor  running  positions. 

With  the  pantograph  lowered,  or  power  off 
the  line,  it  is  possible  in  an  emergency  to  make 
all  the  regenerating  connections  by  means  of 
a  storage  battery  provided  on  these  loco- 
motives. The  braking  effort  obtained  keeps 
the  train  bunched  and  the  current  generated 
may  be  used  for  operating  the  main  air  com- 
pressor so  that  the  air  brakes  can  be  employed 
on  the  train. 

Main  Circuit  Apparatus 

The  principal  pieces  of  apparatus  in  the 
main  circuit  are: 

2  sliding  contact  pantograph  trolleys. 

3  knife  blade  disconnecting  switches. 

1  magnetically  operated  high-speed  circuit 
breaker. 

2  magnetically  operated  line  contactors. 

4  groujjs  of  magnetically  operated  resistor 
contactors. 

5  groups  of  electro-pneumatically  control- 
led, cam  operated  contactors  for  series-parallel 
and   regenerating   motor   connections. 

2  electro-pneumatically  controlled,  cam  op- 
erated motor  reversers. 

2  electro-pneumatically  controlled,  cam  op- 
erated field  tappers. 

4.3  cast  grid  resistors. 

Most  of  the  apparatus  is  essentially  the 
same  as  that  used  on  the  earlier  locomotives. 

Pantograph  Trolleys 

The  pantograph  trolleys  are  the  same 
as  those  of  the  previous  equipment,  long 
continued  operation  in  very  exacting  service 
having  shown  that  they  needed  no  important 
change.  Although  there  are  two  trolleys  on 
each  locomotive,  one  is  of  ample  capacity  for 
collecting  the  current,  the  other  being  held  in 
reserve. 

The  two  sets  of  lubricated  copper  strips, 
which  are  mounted  on  the  top  of  the  panto- 
graph for  making  a  sliding  contact  with  the 
two    trolley    wires,    have    given    remarkably 


long  ser\dce,  many  of  them  lasting  for  more 
than  10,000  miles. 

In  both  installations  the  trolleys  are  raised 
by  admitting  compressed  air  to  two  pistons, 
which  extend  the  elevating  springs,  and  are 
lowered  by  exhausting  the  air.     On  the  new 


Fig.  1.  Master  Controller.  Tlie  mnster  controller  provides  for 
8  motoring  speeds  and  2  combinations  of  motors  for  regen- 
eration. During  motoring  the  locomotive  may  be  operated 
with  12,  6,  4,  or  3  motors  in  series  and  the  motor  fields  may 
be  tapped  in  each  combination.  During  regenerative 
braking  the  motors  may  be  operated  either  8  or  4  in  series 

locomotives  the  raising  and  lowering  is 
controlled  by  means  of  a  small  switch,  in 
either  end  cab,  which  operates  an  electrically 
actuated  air  valve  located  close  to  the  trolley. 
This  arrangement  permits  a  quicker  operation 
in  an  emergency  than  the  manually  operated 
valve,  owing  to  the  shorter  distance  between 
valve  and  trolley. 

With  the  pantograph  down,  the  storage 
battery  provides  a  source  of  energy  for  con- 
trolling the  raising  valve  and  for  operating 


280     April.  U)2l) 


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GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


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CONTROL  EOUIPMEXT  OF  NEW  LOCOMOTIVES  FOR  THE  C.  ^L  c^-  ST.  P.  RWY.      2S;i 


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Fig.  5.      Fourth  Running  Position  for  Motoring  with  4  Multiple  Groups  of  3  Motors  in  Series  in  Each  Group. 

Overload  Relay  is  Placed  in  Each  Group. 


282     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


a  small  auxiliary  air  compressor  which  pro- 
duces a  supply  of  air  for  raising  the  trolley  if 
the  pressure  in  the  reserv'oir  is  inadequate. 

On  the  previous  locomotives  an  auxiliar>' 
base  with  pole  is  used  for  making  contact 
with   the  trolley  wire  when  the  locomotive 


Fig.  6.  Disconnecting  Switch  and  Line  Contactors.  The  knife 
blade  switch  makes  it  possible  to  test  the  control  apparatus 
without  applying  power  to  the  motors.  The  magnetically 
operated  line  contactors  break  the  motor  circuit  both  when 
the  master  controller  is  turned  oET  and  when  an  overload 
occurs 

has  been  idle  so  long  that  the  air  pressure 
in  the  reservoir  falls  below  the  amount 
required  to  raise  the  pantograph  trolley. 
After  the  air  compressor  has  produced  a 
pressure  of  about  50  pounds  in  the  rescr\-oir 
the  pantograph  trolley  may  be  put  up  and  the 
pole  trolley  lowered. 

Knife  Blade  Disconnecting  Switches 

A  knife  blade  switch,  mounted  in  a  weather- 
proof shect-stccl  box,  is  located  in  a  con- 
venient place  near  each  trolley  for  dis- 
connecting it  from  the  main  lead  to  the 
interior  of  the  locomotive  in  case  of  damage 

*"New  Type  o(  HiRh-spced  Circuit  Breaker."  p.  286. 


or  during  inspection.     The  switch  is  of  the 
double-throw  type  and  is  so  connected  tha 
when  a  trolley  is  cut  out  it  will  be  groimded 
for  safet}'  during  inspection. 

The  switch  shown  in  Fig.  6  is  provided  for 
disconnecting  the  main  circuit  from  the 
trolley.  It  is  used  when  it  is  desired  to  test 
out  the  functioning  of  the  different  pieces  of 
apparatus  without  applying  power  to  the 
motors.  In  the  down  position  of  the  switch, 
connection  is  made  to  a  coupler  contact  at 
the  side  of  the  locomotive.  When  it  is 
desired  to  move  the  locomotive  into  a  round 
house  or  repair  shop  where  there  is  no  over- 
head trolley  wire,  a  cable  leading  from  a 
low-voltage  supply  may  be  attached  to  this 
contact. 

High-speed  Circuit  Breaker 

This  protective  device  for  the  main  circuit 
is  fully  described  in  another  article*  appearing 
in  this  nimiber  of  the  Review.  Its  operation 
is  much  more  rapid  than  anything  pre- 
viously used  for  the  purpose  on  locomotives 
and  in  consequence  the  damage  resulting 
from  a  motor  flashovcr,  or  ground,  will  be 
greatly  decreased. 


Fig.  7.  Magnetically  Operated  Contactors.  These  coatacton 
short  circuit  the  accelerating  resistors.  They  are  assembled 
in  groups  as  shown  in  another  cut.  Similar  contacton, 
except  that  they  are  closed  and  opened  by  cams  operated 
pneumatically,  are  used  in  the  groups  for  transposing  motor 
circuits 

When  a  short  circuit  or  other  overload 
occurs  and  the  circuit  breaker  opens,  it 
introduces  a  resistance  in  the  circuit  which 
limits  the  current  to  a  nonnal  amount.  A 
small  switch,  which  is  directh'  operated  by 
the  breaker,  simultaneously  opens  the  control 


CONTROL  EQUIPMENT  OF  NEW  LOCOMOTIVES  FOR  THE  C,  M.  &  ST.  P.  RWY.     283 


Fig.  8.     Magnetically  Operated  Contactor  Group.    These  contactors  are  mounted  in  conveniently  handled  groups  on  steel  supports 
An  overload  relay  and  two  other  control  relays  are  shown  installed  below  the  contactors 


circuit  of  those  contactors  which  cut  out  the 
accelerating  resistors  and  the  latter  are 
introduced  in  the  circuit  to  reduce  the  current 
still  further.  The  main  circuit  is  then  broken 
by  the  line  contactors.  This  sequence  of 
operation  permits  of  opening  the  overloaded 
circuit  with  a  minimum  disturbance. 

The  circuit  breaker  is  adjusted  to  carry 
the  total  current  for  all  four  motor  circuits  in 
multiple.  In  order  still  further  to  limit  the 
current  in  the  individual  motor  circuits  an 
overload  relay,  which  opens  the  holding  coi^. 
circuit  of  the  quick  acting  circuit  breaker,  is 
placed  in  series  with  each  combination  of 
motors.  On  the  geared  locomotives  the 
main  circuit  is  protected  by  a  magnetic  blow- 


out copper  ribbon  fuse  and  the  individual 
motor  circuits  are  provided  with  overload 
relays  which  open  the  contactor  circuit  in 
case  of  overload. 

The  circuit  breaker  is  automatically  re- 
closed  by  a  solenoid  when  the  master  con- 
troller is  turned  to  the  first  point.  A  lever  is 
also  provided  for  closing  the  circuit  breaker 
manually.  Opening  the  main  control  switch 
permits  the  circuit  breaker,  as  well  as  other 
apparatus  operated  magnetically,  to  open. 

Contactors 

The  line  contactors  are  mounted  on  the 
same  frame  as  the  main  circuit  disconnecting 
switch  and,  aside  from  the  magnetic  blowout 


Fig.  9.     Cam  Operated  Contactor  Group.     The  various  motor  combinations  for  motoring  and  regenerating  are  effected  by  these 

pneumatically  operatcQ  contactor  groups.    The  above  illustrates  one  which  has  three  positions;  one  for 

6  motors  in  series,  one  for  4  motors  in  series,  and  the  third  for  regeneration 


2S4     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


and  arc  chutes,  are  similar  to  the  contactors 
for  cutting  out  the  accelerating  resistors. 
Both  forms  of  contactor  are  directly  operated 
by  means  of  electro-magnets  from  the  low- 
voltage  circuit. 

The   series-parallel   and  regenerating   con- 
tactors are  composed  of  main  circuit  parts 


♦♦vvv» 


Fig.  10.  Field  Tapper.  A  section  of  each  motor  field  winding 
is  cut  out  of  the  circuit  by  two  of  these  pneumatically 
operated  field  tappers  and  additional  speeds  for  motoring 
are  thereby  obtained. 

which  are  the  same  as  in  the  resistor  con- 
tactors but  they  are  operated  by  a  set  of  cams 
moved  by  air  cylinders.  The  air  cylinders  are 
controlled  by  electrically  operated  valves. 

This  arrangement  of  contactors  was  used 
with  great  success  on  the  previous  loco- 
motives. It  permits  of  the  simultaneous 
operation  of  a  considerable  number  of  con- 
tactors with  a  minimum  of  magnets,  valves, 
or  air  cylinders.  Also  in  making  transitions 
from  one  grouping  of  motors  to  another,  a 
perfect  sequence  of  contactor  opening  and 
closing  is  assured. 

Auxiliary  Apparatus 

The  following  arc   the   princijial  pieces  of 
auxiliary  apparatus: 
()  blowers. 

1  main  air  compressor. 
1  auxiliary  air  compressor. 
1  motor-generator  set  for  charging  the  stor- 
age battery. 
1  storage  battery. 
1  lightning  arrester. 

Blowers 

The  locomotive  is  provided  with  six  double 
blowers  for  cooling   the  main  motors,   each 


half  being  capable  of  delivering  approximately 
3500  cu.  ft.  of  air  at  2-in.  pressure.  Each 
blower  is  driven  by  a  12-h.p.  series  motor.  The 
circuits  are  so  connected  by  four  magnetic 
contactors  that  the  motors  may  be  operated 
six  in  series  or  in  two  groups  of  three  each 
in  series  on  3000  volts.  The  motors  are 
connected  directly  across  the  line  voltage 
when  starting  without  any  resistance  in  the 
circuit. 

Air  Compressors 

The  m.ain  air  compressor  has  a  capacity  of 
150  cu.  ft.  of  free  air  per  minute  and  it  is 
driven  by  a  3000-volt  motor  requiring  a 
current  of  10.5  amperes  when  the  compressor 
is  operating  at  a  pressure  of  135  lb.  per  sq.  in. 
It  is  started  by  connecting  it  across  the  line 
by  a  magnetically  operated  contactor  with  a 
starting  panel  in  series.  The  panel  consists 
of  a  resistor  and  a  series  contactor  which 
automatically  closes  and  short  circuits  the 
resistance  when  the  current  through  the  com- 
pressor motor  has  dropped  to  a  predeter- 
mined value.  The  coil  of  the  contactor  is 
energized  by  a  standard  air  compressor 
governor  when  the  air  jjrcssure  drops  to 
123  lb.  or  below,  and  is  de-energized  when 
the  pressure  reaches  135  lb. 

The  auxiliary  compressor  which  provides 
a  supply  of  compressed  air,  in  an  emergency, 
for  the  pantograph  trolley  and  other  pneuma- 
tically operated  control  apparatus,  has  a 
capacity  of  approximately  10  cu.  ft.  of  free 
air  per  minute.  It  is  operated  from  the 
storage  batter\-  and  requires  about  25  amperes 
when  compressing  at  70  lb.  per  sq.  in. 

Motor-generator 

The  motor-generator  consists  of  a  com- 
pensated shunt  motor  of  approximately  40 
h.p.  at  3000  volts  and  a  shunt  generator  rated 
at  25  kw.  SO  volts.  This  set  provides  a  low- 
voltage  source  from  which  the  various  pieces 
of  control  apparatus  may  be  operated,  and 
for  charging  the  lighting  storage  batteries 
located  on  the  various  cars  of  the  train  and 
the  auxiliary  storage  battery*  on  the  loco- 
motive. The  generator  voltage  is  held 
constant  by  means  of  a  single  vibrating 
regulator  relay  with  its  coil  across  the  genera- 
tor tenninals  and  its  contacts  acting  to  short 
circuit  the  field  of  a  very  small  generator,  the 
armature  of  which  is  in  scries  with  the  shunt 
field  of  the  main  generator.  This  small 
generator  annature  is  mechanically  con- 
nected to  the  shaft  of  the  generator  which  it 
regulates. 


CONTROL  EOUIPAIENT  OF  NEW  LOCOMOTIVES  FOR  THE  C,  M.  &  ST.  P.  RWY.      2S5 


The  set  is  controlled  by  a  magnetically 
operated  contactor.  When  starting,  the 
motor  of  the  set  is  thrown  directly  across  the 
line  with  two  starting  panels  consisting  of  a 
resistor  and  series  contactor  connected  be- 
tween the  low  side  of  the  armature  and  ground. 
As  the  shunt  field  is  tapped  from  between 
the  two  commutators  to  ground  it  has 
practically  double  excitation  when  the  set 
starts,  and  it  is  connected  across  the  low 
comniutator  when  the  series  resistance  is 
short  circuited.  The  two  panels  are  so  con- 
nected that  when  the  current  through  the 
set  is  reduced  to  the  value  for  which  the 
series  contactors  are  adjusted,  one  of  them 
closes,  short  circuits  one  section  of  the 
resistance,  and  connects  the  series  coil  of  the 
second  contactor  into  the  circuit.  The 
second  contactor  closes  when  the  current 
has  again  dropped  to  the  proper  value. 
With  the  control  arranged  in  this  wav  the 


set  automatically  starts  up  when  power  has 
been  returned  after  an  interruption. 

Storage  Battery 

The  storage  battery  is  composed  of  36  cells 
rated  at  95  ampere-hours,  based  on  a  4}^  hr. 
discharge  rate.  It  is  automatically  connected 
to  and  disconnected  from  the  generator 
terminals  by  a  reverse  current  relaj'.  It  is 
used  for  operating  the  auxiliary'  air  com- 
pressor and  other  pieces  of  apparatus  requir- 
ing low-voltage  current  when  the  pantograph 
trolley  is  not  raised. 

Lightning  Arrester 

The  arrester  comprises  twelve  standard 
direct  current  cells  of  the  liquid  type  con- 
nected in  series.  Each  cell  is  composed  of  a 
glass  jar  containing  aluminum  plates  which 
are  submerged  in  a  liquid  electrolyte.  Balanc- 
ing resistances  of  a  high  ohmic  value  are  used 
to  equalize  the  potentials  across  the  cells. 


The  Long  Lake  Station  of  the  Washington  Water  Power  Company  located  on  the  Spokane  River. 
Washington.  This  system  is  interconnected  with  that  of  the  Puget  Sound  Traction.  Light  & 
Power  Company  and  furnishes  energy  to  the  Cascade  Division  of  the  C,  M.  &  St.  P.  Rwy. 


286     April,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Ne^v  Type  of  High-speed  Circuit  Breaker 

By  J.  F.  Tritle 

R.iiLWAY  Equipment  Engineering  Department,  General  Electric  Company 

The  higher  the  %'oltage  for  which  a  direct-current  generator  is  designed  the  greater  is  the  likelihood  that  the 
machine  will  flash  over  and  become  damaged  on  short  circuit.  The  problem  of  protection  did  not  reach  an 
acute  stage,  however,  until  the  advent  of  our  latest  high-voltage  direct-current  railway  electrifications.  The 
generators  for  such  systems  require  a  degree  of  protection  far  greater  than  it  is  possible  to  secure  by  good  com- 
mutating  characteristics  alone  and  consequently  an  auxihary  device  was  developed  for  the  purpose.  This  first 
took  the  form  of  a  special  circuit  breaker  employing  the  fundamental  principle  of  a  standard  breaker  but  capable 
of  operating  at  15  times  higher  speed  by  reason  of  powerful  springs  held  in  leash  by  a  train  of  latches.  The 
article  below  describes  a  new  type  of  high-speed  circuit  breaker  that  operates  on  an  entirely  different  principle 
nad  is  far  superior  to  the  older  type. — Editor. 


T! 


'HE  problem  of 
protecting  direct- 
current  generators, 
particularly  high- 
voltage  generators, 
from  flashover,  has 
received  a  great  deal 
of  attention  in  recent 
years.  Various  im- 
provements have 
been  made  in  the 
comm.utating  charac- 
acteristics  of  the 
machines,  but  as  yet 

J.  F.  Tritle  .     ,         •' 

no  commercial  m,a- 
chine  has  been  built  which  is  immune  from 
flashover  under  the  most  severe  short-circuit 
conditions  unless  it  is  protected  by  some 
external  device,  such  as  a  high-speed  circuit 
breaker. 

Standard  circuit  breakers  operate  much 
too  slowly  to  prevent  flashover  on  heavy 
short  circuits.  Repeated  tests  have  indicated 
that  to  prevent  flashover  a  circuit  breaker 
shotild  operate,  stop  the  current  rise,  and 
reduce  it  below  the  flashing  value  in  some- 
thing less  than  the  time  required  for  a  com- 
mutator bar  to  pass  from  one  brush-holder 
to  the  next.  On  a  GO-cyclc  machine,  this 
means  a  speed  of  approximately  eight  one- 
thousandths  of  a  second.  As  the  standard 
circuit  breaker  operates  in  about  eight  to 
fifteen  one  hundredths  of  a  second,  it  has 
less  than  one  tenth  the  required  speed. 

A  high-speed  breaker  using  a  refinement 
of  the  principles  of  a  standard  breaker  was 
developed  to  protect  the  3000-volt  gen- 
erators that  supply  power  to  the  Rocky 
Mountain  division  of  the  Chicago,  Mil- 
waukee and  St.  Paul  Railway.*  One  was 
installed  as  part  of  the  equipment  in  each  of 
the  14  substations.  These  breakers  have  the 
required  speed  of  operation  and  have  demon- 

*  "High-speed   Circuit  Breakers  for  Chicago.  Milwaukee  &  St. 
Paul  Electrification,"  by  C.  H.  Hill,  G.  E.  RhVIliW,  Sept..  1018. 


strated  quite  conclusively  that  direct-current 
machines  can  be  made  practically  immune 
from  flashovers  and  damage  from  excessive 
overloads  and  short  circuits.  These  breakers, 
however,  are  rather  large  and  expensive;  and 
the   tripping   mechanism,    which   holds    the 


Fig.  1. 


ISOOampcre  3000-volt  Direct-Current  High-speed  Cir- 
cuit Breaker  with  Covers  Removed 


breaker  closed  against  ver>'  powerful  operat- 
ing springs,  and  which  consists  of  a  train  of 
latches  and  levers  actuated  by  a  solenoid, 
requires  great  accuracy  in  manufacture  and 
adjustment. 


NEW  TYPE  OF  HIGH-SPEED  CIRCUIT  BREAKER 


287 


A  new  type  of  high-speed  circuit  breaker 
has  recently  been  developed  which  operates 
on  entirely  different  principles  from  the 
original,  particularly  in  regard  to  the  method 
of  tripping  and  the  arrangement  of  the 
magnetic  blowout.  All  mechanical  latches 
and  triggers  have  been  entirely  eliminated. 
The  breaker  is  tripped  electro-magnetically 
instead  of  electro-mechanically.  The  spring 
power  necessar\-  to  operate  the  device  has 
been  greatly  reduced.  The  m.agnetic  blow- 
out has  been  improved  and  has  a  combina- 


One  of  these  new  type  breakers  is  installed 
in  series  with  each  of  the  eight  3000-volt 
2000-kw.  motor-generator  sets  in  the  sub- 
stations supplying  power  for  the  electrifica- 
tion of  the  Coast  and  Cascade  Division  of  the 
Chicago,   Milwaukee  and  St.   Paul  Railway. 


7=\ 


j-...S.Z\^ 


Fig.   2.     Cross  Sectional  View  of  1500-ampere  3000-volt  High- 
speed Circuit  Breaker 

tion  of  two  powerful  magnetic  fields  and  a 
narrow  arc  chute,  which  increases  the  speed 
of  blowout  and  reduces  the  arcing  space 
required.  The  breaker  is,  therefore,  ver\' 
simple  and  rugged  in  construction  and  is  much 
reduced  in  size,  weight  and  cost. 


PO^i7'y£  BO'S 


— t 


•/■JP  M/G»  sP£^o    c/f^cu/  r   Sf'^'^^^jP 


Fig.  3.  Schematic  Diagram  of  the  High-speed  Circuit  Breaker 
and  the  Connections  for  Installing  It  in  the  Negative 
Side  of  a  Generator 

A  similar  breaker  is  also  installed  on  each  of 
the  five  new  bi-polar  gearless  type  passenger 
locomotives. 

Fig.  1  shows  a  side  view  of  this  new  type 
of  breaker  with  the  covers  removed,  and  Fig. 
2  shows  a  cross-sectional  view.  Fig.  3  shows 
its  principle  features,  together  with  the  con- 
nections for  installing  it  in  the  negative  side 
of  a  generator. 

In  this  latter  illustration,  Fl  and  F2 
represent  a  laminated  field  structure  some- 
thing like  that  of  an  ordinary'  alternating- 
current  m.agnet.  The  poles  of  Fl  and  F2 
are  bridged  by  a  ver\-  light  armature  A 
pivoted  at  P  and  held  in  contact  with  the 
poles  by  a  shunt  coil  SI  energized  from  any 
convenient  constant  voltage  source,  such  as 
the  exciter  circuit  or  the  main  bus.  A  series 
bucking  bar  S2,  which  electro-m_agnetically 
trips  the  breaker,  is  located  between  the  poles 
of  the  field  m.agnet  and  in  close  proximity  to 
the  armature.  Thus  the  current  flowing 
in  the  bar  produces  the  maximum  change  in 
the  annature  flux,  with  the  minimum  change 
in  the  flux  interlinking  the  shunt  winding  SI . 
The  bucking  bar  simply  shifts  the  flux  from 
the  arm.ature  to  the  air  path  at  the  right  of 
the  bucking  bar,  thus  causing  the  armature 


288     April.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIH.  Xo.  4 


to  release  as  soon  as  its  flux  is  reduced  a 
predetermined  amount. 

The  tension  spring  attached  to  the  armature 
gives  the  high-speed  opening  of  the  contacts 
and  also  provides  a  means  of  adjusting  the 
breaker.  On  account  of  the  relatively  light 
armature  and  the  fact  that  it  is  not  necessary.' 
to  trip  any  latches  to  release  the  breaker,  a 
pull  of  less  than  800  lb.   is  required  of  this 


'iztoo 

■^  2400 

^2200 

I 
^2000 


I  /SOO 
^/tOO 
a  /■^C'O 


1200 
1000 
800 

too 

400 


ZOO 


Fig.    4. 


~0     .1        2       3      .4      .5     .«      .7       .*       S      10     I.I     1.7 

Holding  Coll  Current  (^mpcrei) 

Calibration    Curve    for    1500-ampere  3000-volt  High- 
speed Circuit  Breaker 


spring  for  the  2o00-ampere  capacity  breaker, 
which  is  far  less  than  that  recjuired  in  the 
original  type. 

The  main  contacts  Cl  and  CZ  are  of  the 
solid  copper  type  used  so  successfully  on 
railway  contactors.  Contact  Cl  is  materially 
heavier  than  C2  and,  when  the  armature  is 
released,  Cl  follows  C2  for  a  predetermined 
distance,  but  at  a  much  lower  rate  of  speed, 
so  that  Cl  and  C2  begin  to  part  practically 
simultaneously  with  the  beginning  of  move- 
ment of  the  armature. 

The  blowout  coil  5  is  in  scries  with  the  main 
circuit  and  is  designed  to  give  a  vcn,'  intense 
field  but  of  comparatively  small  area  around 
the  main  contacts  Cl  and  C2.  An  additional 
blowout  coil,  S2,  is  provided  in  the  auxiliary- 
arc  chute  and  is  automatically  cut  into  the 
circuit  during  the  time  the  arc  is  being 
ruptured.  When  the  tips  C\  and  C2  begin 
to  part,  the  series  coil  5  blows  the  arc  upward 
oflf  the  tips  onto  the  arcing  horns  HI  and  H2. 
As  the  arc  moves  further  upward,  it  comes  in 
contact  with  the  ends  of  the  arcing  horns 
HS  and  ¥U^,  between  which  is  connected  the 


blowout  coil  S2.  This  inserts  the  coil  in  the 
circuit  and  divides  the  arc  into  two  parts, 
one  of  which  is  blown  upward  through  the 
left-hand  side  of  the  chute  between  the  arcing 
horns  HI  and  H3  and  the  other  through  the 
right-hand  side  of  the  chute  between  the 
arcing  horns  H2  and  H!^.  The  coil  S2  sur- 
rounds the  iron  core  F3  to  which  is  con- 
nected the  field  pieces  F4  and  Fo  which  cover 
practically  the  entire  area  of  the  auxiliary 
chute.  The  auxiHar>'  arc  chute  is  hinged  at 
both  ends  so  that  it  can  be  easily  swung  out 
of  place  for  ready  inspection  of  the  main 
contact  tips.    The  sides  of  the  arc  chute  are 


Fig.  5.  Short  Circuit  on  2000-kw.  3000-volt  Motor-Generator 
Set  Protected  by  High-speed  Circuit  Breaker  and  Flash 
Barriers.  Line  Resistance,  0.0  ohms;  Limiting  Resistance 
1.2  Ohms.  Tripping  Point.  2250  Amperes.  A.  line  voltage; 
B,  line  currrnT    C.  59,5  cycle  Timing  Wave 


Fig.  6.  Short  Circuit  on  2000-kw.  3000-volt  Motor-generator 
Set  Protected  by  High-speed  Circuit  Breaker  and  Flash 
Barriers.  Line  resistance,  0.0  ohms;  limiting  resistance,  1.2 
ohms.  Tripping  point,  2550  amperes.  A^  voltage  across 
contacts  and  generator  series  fields;  fi.  Line  current;  C. 
Current  in  generator  shunt  field 

also  arranged  in  a  novel  way  to  provide  an 
arc  chute  materially  narrower  than  the  con- 
tact tips,  thus  increasing  the  resistance  of  the 
arc  stream  for  a  given  length  and  giving  the 
maximum  cooling  effect  to  the  vapors. 


NEW  TYPE  OF  HIGH-SPEED  CIRCUIT  BREAKER 


289 


Means  are  provided  for  closing  the  con- 
tacts either  manually  by  means  of  the  handle 
L  or  remotely  from  the  station  switchboard 
through  the  solenoid  5>:J,  the  plunger  of  which 
engages  with  the  lever  Ll . 

Fig.  4  shows  a  typical  calibration  cur\?e  for 
the  high-speed  breaker  shown  in  Fig.  1. 
From  this  curve  it  will  be  noted  that  it 
requires  a  current  of  0.17  amperes  to  hold  the 
armature  closed  with  zero  current  in  the 
bucking  bar.  If  it  is  desired  to  have  the 
breaker  trip  at  2000  amperes  load,  it  is 
merely  necessary  to  adjust  the  holding  cur- 
rent of  SI  to  0.7  amperes  by  means  of  the 
calibrating  rheostat  R2.  The  main  current 
ma\'  rise  to  the  trip  value  slowly  as  in  the 
case  of  overload,  or  rapidly  as  in  the  case  of 
short  circuit.  In  either  case  the  armature 
of  the  breaker  starts  to  move  the  instant  its 
flux  is  reduced  to  normal  drop-out  value  by 
the  bucking  bar  current.     On  short  circuit, 


Fig.  8.  Short  Circuit  on  2000-kw.  3000-volt  Motor-generator 
Set  Protected  by  a  High-Speed  Circuit  Breaker,  a  Resistor, 
a  Reactor  and  Flash  Barriers.  Line  resistance,  0.175  ohms; 
line  reactance,  21.6  milU-henrys.  Limiting  resistance.  1.2 
ohms.  Tripping  point  2470  amperes.  A,  line  voltage;  B, 
line  current;  C,  voltage  across  breaker 


the  current  will  rise  to  several 
times  the  normal  tripping 
point  and  the  flux  in  the 
armature  will  be  reduced  to 
a  very  small  value  or  even 
reversed.  This  condition, 
however,  gives  the  maxi- 
mum speed  of  operation, 
as  the  armature  starts  to 
move  the  instant  the  flux  is 
reduced  to  normal  drop-out 
value,  and  by  the  time  the 
flux  reaches  zero,  the  arma- 
ture is  moving  at  a  fairly 
high  rate  of  speed.  On  ac- 
count of  the  high  speed  and 
steep  pull  characteristics  of 


Fig.   7.     High-speed  Circuit  Breaker  and    2000-kw.    3000-Volt 
Motor-generator  Set  Under  Short  Circuit.     Record  in  Fig.  6 


the  armature,  it  is  not  possible  for  the  buck- 
ing bar  current  to  rise  rapidly  enough  to 
build  up  sufficient  reversed  flux  in  the  arma- 
ture to  hold  it  closed. 

The  connection  shown  in  Fig.  3,  with  the 
circuit  breaker  installed  on  the  negative  side 
of  the  generator  and  operating  to  introduce 
a  limiting  resistance  Rl ,  gives  the  maximum 
])rotection  against  flashovers.  With  this 
connection  any  possible  flashover  current 
from  the  positive  stud  to  frame  has  to  pass 
through  the  limiting  resistance  to  return  to 
the  armature.  Tests  have  demonstrated  that 
the  breaker  will  successfully  open  the  cir- 
cuit completely  instead  of  only  inserting  the 


Fig.  9.  Short  Circuit  on  2000-kw.  3000-volt  Motor-generator  Set,  Protected  by  a  High- 
speed Circuit  Breaker,  a  Resistor,  a  Reactor  and  Flash  Barriers.  Line  resistance.  0.455 
ohms;  line  inductance.  11.1  milli-henrys.  Limiting  resistance,  1.2  ohms.  Tripping 
point,  2580  amps.  A,  voltage  across  contacts  and  generator  series  fields;  B,  line  cur- 
rent; C,  59.5  cycle  timing  wave.      Current  rupture  completed  by  air  circuit  breaker 


290     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


limiting  resistance;  but  it  has  been  found  in 
practice  that  better  protection  is  afforded  the 
machine  if  the  current  is  ruptured  in  two 
steps. 

Figs.  5  and  6  show  oscillographic  records 
of  dead  short  circuits  on  one  of  the  3000-volt 
2000-kw.  direct-current  motor-generator  sets 


that  it  reached  its  maximum  value  and 
started  down  in  0.008  seconds  and  was  down 
to  normal  in  0.015  seconds. 

Figs.  S  and  9  show  oscillograph  records  of 
3000-volt  short  circuits  through  various 
amounts  of  resistance  and  reactance.  While 
the  speed  of  the  breaker  on  these  tests  was 


Fig.  10.  Short  Circuit  on  C.  M.  &  St.  P.  Locomotive  No.  10250. 
When  Protected  by  high-speed  Circuit  Breaker  on  Loco- 
motive  Only.  A,  Voltage  across  high-speed  circuit  breaker 
and  line  contactors:  B,  Line  current;  C,  60-cycle  timing  wave 

built  for  the  Chicago,  Milwaulcee  and  St. 
Paul  electrification;  and  Fig.  7  shows  the  per- 
formance of  the  machine  and  the  breaker 
during  one  of  the  tests.  For  these  tests  the 
positive  terminal  of  the  generator  was  con- 
nected to  ground  through  a  circuit  closing 


Mtra 

i 

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seo. 
men 

1 

— ; — 

5150. 

wtpcaa 

1 

AU« 

c                      ■    ■ 

t 

. M 

Fig.  12.  Short  Circuit' on  600volt,  300kw.  60  cycle  Sjiichro- 
nous  Converter  Protected  by  High-speed  Circuit  Breaker  and 
Flash  Barriers.  Line  resistance,  0.0033  ohms.  Limiting 
resistance.  0.666  ohms.  Tripping  point.  1500  amps.  j4. 
Line  voltage;  B.  Line  current;  C.  60  cycle  timing  wave 

necessarily  lower  than  in  the  tests  without 
reactance  in  circuit,  on  account  of  the  lower 
rates  of  current  rise,  the  flashing  at  the  com- 
mutators was  practically  negligible,  as  the 
current  peaks  were  much  lower. 


-0957  Sec. -1 


Fig.  11.  Short  Circuit  9600  Feet  from  Substation  on  1500-kw.  3000-volt  Motor-generator 
Set  Prote-  d  by  High-speed  Circuit  Breaker  and  Flash  Barriers.  Single  track  road, 
100  pound  .  Ills,  two  4  0  trolleys 


contactor  and  a  high-speed  circuit  breaker  by 
means  of  a  1,000,000  cir.  mil  cable  so  that  the 
total  resistance  in  the  circuit  including  the 
resistance  of  the  generator  was  approxi- 
mately 0.095  ohms.  Fig.  5  shows  that  the 
current  rose  to  approximately  7100' amperes. 


Ver}'  extensive  tests  under  every  con- 
ceivable operating  condition  were  made  on 
the  breaker  in  connection  with  the  Chicago. 
.Milwaukee  and  St.  Paul  motor-generator 
sets.  The  acceptance  tests  alone  required 
approximately    05    successive   short    circuits 


NEW  TYPE  OF  HIGH-SPEED  CIRCUIT  BREAKER 


291 


of  various  degrees  of  magnitude.  Five  dead 
short  circuits  were  thrown  on  the  set  inside 
of  10  consecutive  minutes  at  the  conclusion 
of  the  acceptance  tests  without  any  flashovers. 
No  attention  was  given  the  brushes  or  com- 
mutator during  any  of  these  tests. 

Fig.  10  shows  a  dead  short  circuit  on  loco- 
motive No.  10,250  standing  at  the  Erie  sub- 
station. In  this  case  the  high-speed  breaker 
in  the  station  was  not  in  use  and  the  short 
circuit  was  easily  cleared  by  the  breaker 
and  the  line  contactors  on   the  locomotive. 


volt  magnetic  blowout  circuit  breaker,  and 
also  shows  the  theoretical  curve  for  a  similar 
short  circuit,  with  only  the  regular  circuit 
breaker  in  service.  The  areas  enclosed  by  the 
two  curv^es  indicate  184  ampere-seconds  with 
the  high-speed  circuit  breaker  in  service  and 
615  ampere-seconds  without,  which  values  in 
a  measure  show  the  relative  punishment  of 
the  generator  under  the  two  conditions. 

The  simjilicity,  ruggedness  and  reliability 
of  this  new  type  of  breaker  opens  for  it  a  wide 
field  of  application  in  the  protection  of  direct- 
current  apparatus.  The  magnetic  blowout 
and  arc  chute  are  particularly  effective  and 
insure  the   successful   rupture  of  practically 


Fig.    13. 


600-voIt,    300-kw.    50-cycle   Synchronous    Converter 
Under  Short  Circuit.     Record  in  Fig.  12 


.03  .04  .05 

Ti/ne- Seconds 

Fig.  14.  Short  Circuits  on  2000-kw.  3000-volt  Motor-generator 
Set.  A,  Line  current  with  high-speed  circuit  breaker  in 
operation.  Plotted  from  Fig.  6.  B,  Theoretical  line  current 
with  regular  3000-volt  magnetic  blowout  circuit  breaker  in 
operation 


Fig.  11  shows  a-digld  short  circuit  9600  feet 
from  the  substation. 

Fig.  12  shows  a  typical  oscillograph  record 
of  a  short  circuit  on  a  600-volt  SOO-kw. 
60-cycle  rotary  converter;  and  Fig.  13  shows 
the  performance  of  the  machine  when  pro- 
tected with  barriers  and  the  high-speed  cir- 
cuit breaker.  Heavy  short  circuits  on  60- 
cycle  machines  usually  cause  a  slight  amount 
of  arcing  at  the  brushes,  but  not  enough  to 
cause  the  machine  to  flashover.  It  should 
be  noted  that  the  short  circuit  causes  only 
a  momentary  drop  in  the  machine  voltage, 
and  that  the  voltage  is  very  stable  after  the 
high-speed  breaker  removes  the  short  circuit 
and  reduces  the  current  to  normal. 

Fig.  14  shows  the  plot  of  an  oscillograph 
record  of  a  dead  short  circuit  on  a  3000-volt 
2000-kw.  machine  protected  by  the  high- 
speed circuit  breaker  and  the  regular  3000- 


any  direct  current  and  voltage  which  it  is 
possible  to  obtain  from  modern  commercial 
generators.  In  combination  with  the  flash 
barriers,  this  breaker  insures  practical  im- 
munity from  flashovers  under  the  most 
severe  short  circuit  conditions.  There  are  no 
latches,  triggers,  etc.,  to  get  out  of  adjust- 
ment; and,  as  the  tripping  mechanism  is 
simply  a  straight  copper  conductor  carrying 
the  main  current,  the  breaker  may  be  ex- 
pected to  duplicate  its  performance  many 
times  in  succession.  It  may  also  be  used  for 
the  protection  o  feeders  and  other  circuits, 
as  well  as  main  generators. 

One  particular  advantage  of  the  protection 
afforded  by  this  type  of  breaker  is  that  it  can 
be  applied  to  old  or  new  direct-current  gen- 
erators, or  synchronous  converters  of  any 
type  or  voltage,  with  no  change  whatever  in 
the  machine  itself. 


292     AprU,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


Power-limiting  and  Indicating  System  of  the 
C,  M.  CS,  St.  P.  Rwy. 

By  J.  J.  LlNEBAUGH 

Railway  and  Traction  Exgixeerixg  Department,  General  Electric  Company 

The  power  limiting  and  indicating  system  employed  on  the  C.  M.  &  St.  P.  Rw\-.  is  one  of  the  unique  features 
of  this  electrification.  As  its  name  implies,  it  is  designed  for  two  purposes:  the  first  to  limit  the  peak  load 
demands  made  upon  the  Power  Supply  Company,  the  second  to  facilitate  the  determination  of  the  amount  of 
power  used.  The  first  function  results  in  a  high  operating  load-factor,  with  mutual  benefit  to  the  Power  Supply 
Companv  and  the  Railway  Company;  and  the  second  produces  on  a  single  meter  a  reading  which  is  the  total 
resultant  of  the  power  supplied  to  the  railway  system  at  five  widely  spaced  feeding  points  minus  the  power 
returned  by  regeneration  of  the  railway  locomotives.  In  addition  to  the  metering  system  canceling  out  the 
interchange  of  power  within  the  railway  distributing  lines,  it  furnishes  the  train  dispatcher  with  a  continuous 
indication  of  the  amount  of  power  his  operations  are  drawing  from  the  Power  Supply  Company.  In  the  initial 
stages  of  the  development  of  this  system  very  careful  investigations  were  made  of  the  possibilities  of  various 
other  schemes.  However,  eloquent  testimonal  as  to  the  excellence  of  the  scheme  selected  is  furnished  by  the 
record  of  its  three  years  of  successful  operation. — Editor. 


J.  J.  Linebaugh 


^  Bar  he  L  ines  24  M. 


THE  Power  Limit- 
ing and  Indicating 
System  constitutes 
one  of  the  many  new 
and  novel  features 
developed  and  in- 
stalled as  pail;  of  the 
original  equipment 
furnished  by  the  Gen- 
eral Electric  Com- 
])any  to  the  Chicago. 
Milwaukee  and  St. 
Paul  Railway  for  the 
electrification  of  its 
Rockv  Mountain  and 


Missoula  Divisions.  This  system  has  over- 
come so  many  difficult  problems  and  performs 
so  satisfactorily  it  is  believed  a  detailed  de- 
scription will  be  of  interest. 

Several  different  schemes  were  proposed 
and  investigated,  such  as  increasing  the 
frequency  of  the  circuit  proportional  to  the 
power  input,  adding  electrical  impulses  of 
different  kinds,  etc.,  but  the  system  which 
was  finally  adopted  and  which  will  be 
described  was  found  to  be  the  simplest, 
to  require  the  least  nvimber  of  pilot 
wires,  and  to  necessitate  ver>-  little  appa- 
ratus in  either  the  substations  or  the  dis- 
])atcher's  office. 


Averij 


lowth 


Two  Dot 


DeerLodgt 
Dispatchtrs%. 
0/fice        ' 


Fig.  1 . 


Jonnet/ 


General  Connections  of  the  lOO.OOO-volt  System  of  the  Montana  Power  Company  and  Transmission  Line  of  the  Chicaco, 
Milwaukee  &  St.  Paul  Railway,  Including  Location  of  the  3,000-volt  d-c.  Railway  Substations 


POWER-LIMITING  AND  INDICATING  SYSTEM  OF  THE  C.,  M.  &  ST.  P.  RWY.      293 


The  general  requirements  specified  by  the 
railway  were  based  on  its  desire  to  obtain 
an  equipment  which,  with  heavy  trains 
comparatively  few  in  number,  would  give 
the  highest  load-factor  consistent  with  good 
railroading;  and  on  the  part  of  the  Mon- 
tana Power  Company  to  prevent  exces- 
sive peaks  which  might  cause  serious  voltage 
variations  and  require  the  installation  of 
excess  generating  apparatus  to  take  care  of 
the  railway  load.  The  power  company  was 
also  very  desirous  of  obtaining  means  by 
which  the  total  power  supplied  to  the  railroad 

Missoula  Division 


feeding  points  and  the  heavy  grades  with 
regenerative  braking.  The  apparatus 
described  was  designed,  built,  installed,  and 
tried  out  in  service  on  this  section  before 
going  ahead  with  similar  equipment  for  the 
220-mile  Missoula  Division  which  has  only 
two  feeding  points. 

The  equipment  for  the  Rocky  Mountain 
Division  as  first  installed  was  based  on 
metering  the  power  at  the  five  feeding  points 
(Two  Dot,  Josephine,  Piedmont,  Janney,  and 
Morel  Substations) ,  but  was  later  changed  to 
meter  the  power  at  the  low-tension  side  of  the 

Rochy  Mountain  D/vision      


vs 


/fOWl7/7a 

2-2000 '•mUnils 


OoldCreeh 
l-2000hw.Units 


primrose 
2-2000  IfK.  Units 


2 HmliOOVolt  DC. 
Motor  OeneraiorSets 

Train  Dispatchers 

Office 

Deer  Lodge 


f^orel 

2-20G0hW- Units 


[fAMv  Up 

Janney 

3-l500hw  Units 


^M^    "ji 


Piedmont 
1-I>00I\M  Units 


Tar/iio 
2-2000/M.  Units 


U^  *li 


Eustis 
7-2000  Itw.Urits 


Orexel 
2  2000/1W.  Units 


Josephine 
2-2000hw.Units 


fr^ 


fast  Porta/ 
3-2000  hw.Units 


J- 


Avery 
il500h'^.  Units 


>^^Mv_  Pj/ot  Wire  ffheosiat 
\      '  (Zero  Load  Setting  Indicated) 


Contact  Makinq  Ammeter  which 
-  Controls  DC.  Voltaqe  of  3000 \/oJt 
Motor  Generator  Units 


Un^M/ 


Loweth 

2-2000  Hw.Units 


t 


IjvNWv 


7(V0  Dot 
2-2000  km.  Units 


Fig.  2.      Diagram  Showing  General  Connections  of  the  Pilot  Wire  Circuit  and  Location  of  the  Contact-making  Wattmeters 

for  the  Rocky  Mountain  &  Missoula  Divisions 


transmission  line  at  a  number  of  different 
points,  over  a  distance  of  220  miles,  could  be 
accurately  recorded  at  one  place  and  on  one 
meter;  to  replace  the  former  practice  of 
having  laboriously  to  add  up  records  of  as 
many  as  five  curve-drawing  meters,  which 
are  somewhat  difficult  to  synchronize  as  to 
time,  in  order  to  obtain  proper  peak  load  data 
upon  which  to  base  the  price  of  power.  It  is, 
therefore,  very  evident  that  the  accomplish- 
ment of  these  results  is  of  great  mutual 
advantage  and  benefit  to  the  railway  company 
and  the  power  company. 

The  220-mile  Rocky  Mountain  Division 
was  selected  for  the  first  installation  as  being 
the   most    difficult    section    due   to   the   five 


motor-generator  set  step-down  transformers. 
This  change  was  decided  upon  by  the  two 
companies  concerned  as  it  was  found  impos- 
sible to  prevent  the  transfer  of  very  large 
blocks  of  power  from  one  of  the  power 
company's  lines  to  the  other  lines  through  the 
railway  company's  transmission  line  at  times 
of  switching  or  line  troubles  with  resultant 
losses  not  correctly  chargeable  to  the  railway 
company,  added  duty  to  the  metering  equip- 
ment due  to  the  necessity  of  adding  and  then 
subtracting  this  power,  excess  meter  capacity, 
etc.  The  Missoula  Division  with  only  two 
feeding  points  did  not  have  these  objections 
and  power  for  this  division  is  metered  on  the 
high-tension  side. 


294     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


The  main  features  of  the  power  company's 
transmission  line,  railway  company's  trans- 
mission line,  feeding  points,  location  of 
substations  and  train  dispatcher's  office  is 
shown  in  Fig.  1.  The  dispatcher's  office  is 
located  at  Deer  Lodge,  Mont.,  the  center  of 
the  440-mile  electrification,  and  all  the 
indicating  and  recording  apparatus  for  both 
divisions  is  installed  at  this  point. 


•r 


Fig.  3.      Curve  Drawing  Kilowatt  Totalizing  Wattmeter. 
Dispatcher's  Office 

The  complete  system  comprises  the  two 
separate  and  distinct  functions  of  limiting 
the  maximum  power  demand  at  the  will  of  the 
train  dispatcher  and  of  indicating  and 
recording  the  total  net  power  at  all  times. 
The  combination  of  these  two  functions  ac- 
complishes the  following  remarkable  results : 

(1)  Independent  of  the  number  of  feeding 
points,  it  indicates  to  the  train  dispatcher  at 
all  times  the  total  net  amount  of  energy  being 
delivered  to  his  division  and  it  makes  a 
permanent  record  for  future  study  and  as  a 
basis  for  power  bills. 

(2)  It  automatically  deducts  regenerated 
power  if  returned  to  the  power  company's 
lines  or  transfer  of  ]5ower  from  one  line  to 
another  over  the  railway  company's  trans- 
mission line. 

(3)  It  automatically  limits  the  amount  of 
power  supplied  to  the  division  by  lowering 
the   trollev   voltage    and   slowing    down   the 


trains  so  that  the  peak  load  on  the  system 
cannot  exceed  a  certain  predetermined 
maximum. 

(4)  Its  maximum  limit  can  be  changed 
instantly,  easily,  accurately,  and  directly  by 
the  dispatcher  at  any  time  without  any 
necessity  of  notifying  substation  operators. 

(5)  It  is  capable  of  reducing  the  peak  power 
demand  by  30  per  cent. 

(6)  If  desired,  the  equipment  can  be 
adjusted  so  that  the  lightly  loaded  substations 
will  not  be  affected,  thereby  providing  the 
highest  possible  voltage  for  the  operation  of 
passenger  trains. 

(7)  If  desired,  the  equipment  can  be 
adjusted  to  reduce  the  voltage  on  the  hea^^est 
loaded  substations  at  the  time  of  peak 
demand  (above  the  maximum  limit)  slightly 
in  advance  of  the  other  stations,  thereby 
tending  to  equalize  the  load  on  all  the  stations. 

(8)  If  an  excessive  demand  for  power 
occurs  near  any  one  substation,  the  voltage 
of  the  nearest  substation  is  automatically 
lowered  without  affecting  the  voltage  of  the 
other  substations,  dividing  the  load  between 
this  substation  and  the  stations  on  either  side. 


Fig.  4.     Indicating  Kilowatt  Totalizer.      Dispatcher*!  Office 

(9)  The  total  power  fed  in  at  any  point  or 
transferred  from  one  power  line  to  another  or 
the  amount  returned  due  to  regeneration  can 
be  easily  taken  care  of  by  a  change  in  the 
ratio  of  the  current  iran.sformcrs,  or  by  an 
adjustment  of  the  wattmeter  rheostats. 

Preliminary  negotiations  between  the  rail- 
way comiiany,  the  power  comjiany,  and  the 
manufacturer  were  completed  in  No\omber, 
1915;  the  equipment  was  completed  and 
installed  for  the  first  division  in  1917,  and 
has  been  in  successful   o]icration  since  that 


POWER-LIMITING  AND  INDICATING  SYSTEM  OF  THE  C.,  M.  &  ST.  P.  RWY.     295 


time.  The  equipment  for  the  second  or 
Alissoula  DiAasion  ihas  been  installed  and 
is  now  in  operation. 

The  system  is  essentially  an  ohm-meter  on  a 
large  scale;  consisting  of  a  pilot  wire  circuit 
extending  the  length  of  the  division,  connect- 
ing in  series  all  of  the  substations,  and  the 
train  dispatcher's  office  with  contact-making 
wattmeters  and  suitable  rheostats  at  the 
incoming  power  points,  and  contact-making 
ammeters  with  voltage  lowering  generator 
rheostats  in  each  substation. 

As  each  of  the  divisions  was  about  220 
miles  in  length,  No.  8  B  &  S.  copper  wire  was 
selected  as  being  the  smallest  wire  that  for 
mechanical  reasons  should  be  used.  To  give 
the  utmost  reliability,  a  two-wire  pilot  circuit 
was  installed  in  each  instance.  This  pilot  wire 
is  placed  on  the  trolley  poles  beneath  the 
.3000-volt  direct-current  feeders,  Fig.  18.  It  is 
very  probable  that  one  wire  with  a  good 
ground  return  would  be  satisfactory,  but  as 
this  was  the  first  installation  it  was  thought 
best  not  to  take  any  risk  of  such  an  arrange- 
ment being  unsatisfactory  and  therefore  a 
complete  non-grounded  metallic  circuit  was 
installed.  The  insulators  were  selected  after  a 
very  extensive  investigation  of  the  com- 
parative merits  of  porcelain  and  glass,  leakage 
constants,  etc.,  a  special  attempt  being  made 
to  obtain  an  insulator  which  would  give  a 
minimum  surface  leakage  under  all  atmos- 
pheric conditions.  A  6600-volt  porcelain 
insulator  was  chosen.  The  leakage  under  the 
most  severe  conditions  has  been  so  slight  that 
the  accuracy  and  operation  has  not  been 
affected.  No.  4  B  &  S.  wire  is  used  at  all 
crossings. 

A  constant  source  of  direct-current  poten- 
tial is  applied  across  the  two  ends  of  the  pilot 
wire  loop  at  the  dispatcher's  office,  power 
being  obtained  from  a  2-kw.  1200-volt  direct- 
current  motor-generator  set,  the  voltage  of 


which  is  held  constant  by  a  standard  voltage 
regulator.  The  voltage  applied  to  the  pilot 
wire  is  determined  by  the  length  of  the 
division,  the  resistance  of  the  pilot  wire,  the 
number  of  substations,  and  the  power  feeding 
points.  The  equipment  as  finally  worked  out 
only  requires  a  maximum  of  1200  volts 
direct  current  for  the  220-mile  division,  or 
440  miles  of  pilot  wire. 

The  indicating  and  limiting  feature  is 
obtained  by  inserting  or  removing  a  certain 
niunber  of  ohms  or  resistance  for  a  definite 
change  in  the  kilowatt  demand  which  causes 
a  definite  decrease  or  increase  in  the  current 
flowing  in  the  circuit  when  a  constant  voltage 
is  held  across  the  pilot  wire. 

The  contact-making  wattmeter  resistances 
and  the  pilot  wire  contact-making  ammeters 
are  connected  in  series  with  the  pilot  wire  as 
shown  in  Fig.  2,  which  shows  connections  for 
both  divisions.  As  the  Rocky  Mountain 
Division  has  the  greatest  number  of  feeding 
points,  and  maximum  regeneration,  the 
equipment  of  this  division  will  be  described 
in  detail. 

Due  to  the  necessity  of  accounting  for  the 
regenerated  power  from  the  locomotives,  or 
the  transfer  of  power  through  the  100,000-volt 
60-cycle  three-phase  transmission  line  of  the 
railway  company,  it  was  necessary  to  provide 
a  so-called  Zero  Center  Meter,  which  made 
necessary  having  either  the  resistance  for  the 
total  power  or  the  regenerated  and  trans- 
ferred power  always  in  circuit  at  the  no-load 
position.  The  total  amount  of  power  in  both 
directions,  for  which  it  was  necessary  to 
provide  resistance,  is  shown  in  Table  I. 
It  will  be  seen  that  it  would  have  been 
necessary  to  provide  resistance  for  a  total 
power  input  of  70,000  kw.  and  21,000  kw.  for 
regeneration.  In  order  to  obtain  greater 
accuracy  it  was  therefore  decided  to  insert 
resistance  for  increase  of  power  and  to  have 


TABLE  I 
MAXIMUM   KILOWATT   CAPACITY  FOR   INCOMING  POWER  AND   REGENERATION 

AT  EACH  SUBSTATION 


Substations 

Maximum 

Incoming  Power 

in  Kw. 

Maximum 

Regeneration 

in  Kw. 

Morel                                                                 

10,000 
10,000 
10,000 
10,000 
10,000 
10,000 
10,000 

1,000 

6,000 

6,000 

Eustis 

1,000 

3,000 

3,000 

Two  Dot 

1,000 

296     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Fig.  5.     2-kw..  1200-volt  Motor-generator  Set.     Dispatcher's  Office 


the  contact-makini,'  ammeters  arranged  to 
make  contact  at  minimum  instead  of  at 
maximum  current. 

This  arrangement  makes  it  necessary  to 
have  only  the  resistance  for  regeneration  in 
the  line  permanently,  while  the  resistance  for 
power  input  has  to  be  available  only  at  each 
wattmeter.  This  arrangement  gives  a  much 
smaller  total  meter  scale  with  greater  accuracy 
at  the  loads  usuallv  obtained. 


Harlowton  is  approximately  434  miles,  with 
a  total  resistance  at  75  deg.  F.  of  approxi- 
mately 14.50  ohms. 

After  careful  consideration  of  all  the 
different  factors,  the  equipment  was  designed 
on  the  basis  of  15  kw.  for  each  ohm  resistance 
and  125  kw.  for  each  step  on  the  wattmeter 
rheostats,  giving  a  resistance  per  step  of 
SJ^  ohms.  The  kilowatt  settings,  pilot  wire 
voltage,  current  in  the  pilot  wire,  and  resist- 


ij^""^**'  .nil 

^^^^^^HR**^                                ^v^Hi^ 

^^Hll                                 ^Kr'     k    ^S*'    \m 

Fig.  6.     Switchboard.     Dispatcher's  Office 

A,  induction  motor  switch;  B,  motor  starting  resistance;  C.  induction  motor  control  panel  for  2-kw,  pilot  wire  set;  D,  plus  switch  for 
pilot  wire  connections;  E,  hand  wheel  of  kilowatt  limit  adjusting  rheostat;  F,  kilowatt  hmit  scale  marked  from  10.000  to  2o.000-kw.  as 
noted  in  Fig.  4;  G,  hand  wheel  of  rheostat  for  fine  adjustment  of  regulator  voltage;  H,  pilot  wire  indicating  voltmeter;  K.  curve  drawing 
voltmeter;  L.  pilot  wire  voltage  regulator;  M,  rheostat  for  calibrating  pilot  wire  for  change  in  resistance  (due  to  temperature);  N.  pilot 
wire  ammeter;  P,  resistance  used  when  testing  out  pilot  wire  for  grounds;  R,  rheostat  for  hand  adjustment  of  pilot  wire  voUagc  when 
regulator  is  not  in  use;  S,  milliammeter  used  to  test  for  leakage;  T,  indicating  kilowatt  totalizer;  U,  cur\-e  drawing  kilowatt  totalizer;  Z, 
plug  to  short  circuit  ammeter  when  testing  for  possible  grounds;  Y,  plug  to  connect  the  milliammeter  between  middle  point  of  the 
two  generators  and  ground. 


The  total  length  of  the  No.  N  B  &  S.  pilot 
wire  loop  from  the  dispatcher's  office  at 
Deer  Lodge  to  the  farthest  substation  near 


ance  are  given  in  Table  II.  from  which  it  is 
noted  that  there  are  0.237  amp.  flowing  in 
the  pilot  wire  at  the  peak  kilowatt  setting. 


POWER-LIMITIXG  AND  INDICATING  SYSTEM  OF  THE  C,  M.  &  ST.  P.  RWY.      297 


The  contact  making  ammeters  are  designed 
to  make  contact  at  this  current.  The  appa- 
ratus is  designed  to  hold  certain  definite  peak 
Umits  in  2()()0  kw.  steps  from  If), ()()()  to  2o, ()()() 
kw.  as  indicated. 

The  power-indicating  apparatus,  with  ex- 
ception of  the  contact-making  wattmeters 
in  each  substation,  is  all  installed  in  the 
dispatcher's  office.  The  equipment  in  the 
dispatcher's  office  consists  of  a  2-kw.  motor- 
generator  set,  a  milli-ammeter  calibrated  in 
kilowatts,  a  curve-drawing  ammeter  also 
calibrated  in  kilowatts,  a  curve-drawing 
voltmeter  to  give  a  permanent  record  of  the 
pilot  wire  voltage,  and  suitable  indicating 
instruments  and  switchboard  to  control  the 
motor-generator  set. 

On  account  of  the  very  small  amount  of 
power  available  for  the  operation  of  the 
curve-drawing  totalizing  wattmeter,  a  special 
meter  had  to  be  developed  and  both  the 
wattmeter  and  voltmeters  are  based  on  the 
well-known  Tapalog  principle.    These  meters 


Fig.  7.      Photograph  of  Complete  Installation  in  the  Dispatcher': 
Office,  Deer  Lodge,  Mont. 

were  built  by  the  Wilson  IMaeulen  Company, 
New  York,  and  one  is  shown  in  Fig.  3.  The 
curve-drawing  voltmeter  and  wattmeter  are 
exactly  alike  with  exception  of  the  meter 
element. 

The  meter  element  is  a  standard  Weston 
direct-current    ammeter   for    the   wattmeter. 


and  a  standard  Weston  voltmeter  for  the 
voltmeter.  A  tapping  bar  actuated  by 
clockwork  and  dry  batteries,  in  connection 
with  an  ink  ribbon  and  paper  roll,  taps  the 
meter  needle  at  intervals  of  o  seconds  making 
a  small  dot  on  the  paper  at  the  point  where 
the  needle  happens  to  be  at  that  time.  The 
totalizing  wattmeter  and  the  indicating 
wattmeter  work  between  limits  of  0.19U  and 
0.353  amp.,  calibrated  for  the  correct 
kilowatts.  The  doors  of  the  meter  cases  are 
equipped  with  switches  so  that  voltage  is 
removed  when  the  door  is  open.  These  meters 
produce  a  very  satisfactory  record  and  have 
given  very  successful  operation. 

Due  to  the  reasons  explained,  the  indicat- 
ing wattmeter  reads  a  maximum  at  the 
lowest  amperes  and  is  therefore  off  scale 
above  25.000  kw.  or  when  no  current  is 
flowing. 

The  motor-generator  set  consists  of  two 
1-kw.  600-^■olt  generators  ccnnected  in  series 
for  a  maximum  of  1200  volts  direct  connected 
to  a  3-h.p.  ISOO-r.p.m.  110-volt  60- 
cycle  induction  motor  with  3^-kw. 
125-volt  exciter.  Fig.  5.  Power  is 
supplied  by  a  3-kw.  2300 /110-volt 
transformer.  Separate  excitation  at 
125  volts  is  used  with  a  standard 
regulator  to  obtain  very  close  regu- 
lation. The  automatic  control  of 
this  regulator  is  somewhat  special 
as  the  A'oltage  variation  covers  a 
range  from  96-4  to  1200  volts  and 
must  be  changed  at  the  same  time 
as  the  connections  of  the  wattmeters. 
The  front  and  back  views  of  the 
switchboard  with  notations  giving 
the  function  of  most  of  the  devices 
are  shown  in  Fig.  6.  The  gen- 
eral connections  are  shown  in  Fig.  8. 
A  view  of  the  comjalete  switchboard 
as  installed  in  the  dispatcher's  office 
is  shown  in  Fig.  7. 

Due  to  the  simplicity  of  the  indi- 
cating wattmeters,  two  of  these 
meters  have  been  installed  for  each 
division,  one  on  the  switchboard  and 
the  other  in  front  of  the  trick  train 
dispatcher  as  shown  in  Fig.  9. 
With  this  arrangement  the  dis- 
patcher can  tell  at  a  glance  the  exact 
amount  of  power  being  taken  by  his 
division  at  any  instant  and  also  can  watch 
the  power  demand  resulting  from  his  orders 
to  the  train  crews  in  charge  of  trains 
ascending  or  descending  the  mountain 
grades. 


298    April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Variation  in  resistance  of 
the  pilot  wire  due  to 
change  in  temperature  is 
taken  care  of  in  the  dis- 
patcher's office  by  a  rheo- 
stat which  can  be  easily 
inserted  and  the  total  resis- 
tance adjusted  to  2000 
ohms,  the  approximate  re- 
sistance of  the  pilot  wire 
loop  and  the  coils  of  the 
contact-making  ammeters, 
by  holding  1200-volts  and 
adjusting  the  rheostat  for 
0.6  amp. 

The  adjustable  watt- 
meter resistances  in  the 
substations  are  automatic- 
ally short  circuited  during 
this  operation  by  reversing 
the  current  through  the 
pilot  wire,  which  action 
short  circuits  the  resist- 
ance by  means  of  a  polar- 
ized relay  near  the  top  of 
the  contact-making  watt- 
meter unit,  Fig.  11. 

The  equipment  for  each 
substation  at  which  power 
is  supplied  is  exactly  the 
same  on  the  Missoula  Divi- 
sion, only  the  wattmeters 
being  omitted  from  the 
other  substations ;  while 
the  equipment  for  the 
seven  substations  on  the 
Rocky  Mountain  Division 
is  identical. 

The  contact-making 
wattmeter  equipment  con- 
sists of  a  contact-making 
wattmeter  built  along 
standard  meter  lines,  Fig. 
13,  with  an  indicating 
pointer  equipped  witli 
contacts  moving  between 
the  two  stationary  con- 
tacts. The  spiral  spring 
of  the  pointer  is  connected 
to  the  shaft  of  the  pilot 
wire  rheostat  located  im- 
mediately above  the  watt- 
meter. This  shaft  is  dri\-en 
by  the  motor-driven  clutch 
mechanisms  at  the  top  of 
the  supporting  framework, 
as  shown  in  Fig.  1 1 .  When 
contact  is  made  on  one  side, 


POWER-LI.MITIXG  AND  INDICATING  SYSTEM  OF  THE  C,  M.  &  ST.  P.  RWY.      299 


Fig.  9.      Photograph  Showing  Indicating  Kilowatt  Totalizer 
in  the  Trick  Dispatcher's  Office 


Fig.  10.      Contact  Making  Wattmeter  Forming  Part  of  Complete  Fig.  11.      Complete  Motor  Operated  Clutch  Driven  Contact 

Unit  Shown  in  Fig.  1 1  Making  Wattmeter  with  Covers  Removed 


300     April.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


due  to  an  increase  in  incoming  power,  the 
circuit  is  completed  through  the  clutch  coils 
causing  the  clutch  to  engage  the  rheostat 
gearing  and  insert  a  certain  amount  of 
resistance  in  the  pilot  wire.  At  the  same  time 
the  wattmeter  spring  is  wound  up  due  to  the 
movement  of  the  shaft.  This  action  continues 
until  the  torque  of  the  wattmeter  is  offset  by 
the  torque  of  the  spring  when  a  balance  is 


removed,  while  Fig.  12  shows  one  of  the 
meters  installed  in  the  Janney  Substation 
The  generator  field  rheostats  which  are  used 
to  lower  the  substation  voltage  are  shown  in 
this  photograph  located  above  the  wattmeter 
unit. 

The  power-limiting  scheme  in  connection 
with  the  indicating  equipment  consists  of  a 
contact-making    ammeter.  Fig.    14,  for    each 


Fig.  12.     Complete  Motor  Operated  Contact  Making  Wattmeter 

Unit   and    Motor   Operated    Generator    Voltage    Lowering 

Rheostats  Located  Above  the  Wattmeter  in  the  Janney 

Substation 

obtained  and  llu  clutch  circuit  interrupted 
thereby  causing  the  rheostat  to  come  to  a 
standstill.  This  operation  is  continued  for  any 
increase  or  decrease  in  the  incoming  power. 

The  rheostats  forming  part  of  this  unit  have 
the  same  number  of  buttons  with  S}^  ohms 
between  each  button,  a  sufficient  number  of 
buttons  being  used  to  take  care  of  the  power 
requirements  as  s])ccitied  in  Tai)le  I. 

The  complete  motor  oi)erated  clutch  con- 
tact-making wattmeter  resistance  unit  is 
showii  in  Fig.   11  with  the  protecting  covers 


Fig.  13. 


Main  Negative  Shunt  U»ed  with  Relays 
Shown  in  Fig.  14 


substation  with  its  coil  connected  in  scries 
with  the  pilot  wire  circuit  so  that  when 
the  current  in  the  pilot  wire  decreases  to  a 
certain  predetermined  point.  0.287  amp., 
contact  is  made  and  resistance  inserted  in  the 
exciter  circuit  supi)h-ing  excitation  to  the 
seijarately  excited  direct -current  generators 
by  means  of  a  motor  operated  rhetistat.  Fig. 
12.  These  rheostats  have  sufhcient  n-sistance 
to  lower  the  substation  \-oltage  to  a  minimum 
of  2100  volts.  When  contact  is  n^ade  by  the 
contact-making  ammeter,  the  voltage  of  the 


POWER-LIMITING  AND  INDICATING  SYSTEM  OF  THE  C  ,  M.  \-  ST.  P.  RWV 


301 


substation  is  decreased  and  the  resulting 
slowing  down  of  the  trains  reduces  the  total 
input  of  the  substation  to  a  value  below  the 
predetermined  peak  setting.  When  the  total 
load  becomes  less  than  the  peak  setting,  the 
contact-making  ammeter  will  make  contact 
on  the  other  side  and  bring  the  voltage  of  the 
substation  back  to  normal.  A  secondary 
current  coil  forms  part  of  the  contact-making 
ammeter  and  is  energized  with  current  from 
a  direct-current  shunt,  Fig.  13,  in  the  ground 
or  negative  side  of  the  300U-volt  substation, 
so  that  the  heavily  loaded  substations  have 
their  voltage  decreased  slightly  before  those 
with  lighter  loads.  If  the  total  alternating- 
current  input  is  beyond  that  covered  by  the 
power  contract,  or  the  limit  determined  by 
the  train  dispatcher,  the  voltage  of  all  of  the 
substations  will  be  decreased  until  the  total 
input  reaches  the  amount  decided  upon. 


r**/rT-  y,£w 


Fig.  14.      Connections  of  Contact-making  Ammeter  Panel 

An  overload  and  an  underload  relay  are 
also  connected  across  the  current  shunt. 
The  underload  relay  is  calibiated  to  make 
contact  at  about  one-half  load  on  a  sub- 
station so  that  the  limiting  equipment  is 
inoperative  until  the  load  is  greater  than  this 
amount.  The  overload  relay  is  set  to  take 
control  of  the  motor-operated  rheostats  at 
three  times  load  and  prevents  the  load  going 
above  this  amount  by  lowering  the  voltage 
independently  of  the  power-limiting  equip- 
ment which  transfers  some  of  the  load  to  the 
substations  on  either  side. 


If  the  power  demand  should  be  greater 
than  the  peak  limit  while  a  locomotive  is 
regenerating  through  a  substation,  the 
reverse-current  relay,  at  the  bottom  of  the 
panel,  Fig.  13,  in  each  substation  (primarily 
used  to  give  correct  field  connections  of  the 
synchronous  motor  exciter)  is  also  arranged 
to  open  one  of  the  control  circuits  so  that  the 
voltage   lowering   rheostats   are   inoperative. 


^^"^  r,r*jii 


IPeSiSTAnCC  O.OilOfif^S 

Fig.  15.      Connections  of  Complete  Kilowatt 
Limit  Adjusting  Rheostats 

With  this  arrangement  the  potential  is  held 
constant  at  30U0  volts.  If  the  voltage  should  be 
below  normal,  due  to  operation  of  the  power- 
limiting  equipment,  and  regeneration  should 
occur,  the  voltage  is  automatically  brought 
back  to  3000  volts  and  held  at  this  value. 

The  shunt  for  operating  the  tmderload  and 
the  overload  relays,  and  the  selective  coil  of 
the  contact-making  ammeter  is  also  shown 
in  Fig.  13. 

The  maximum  kilowatt  peak  limit  or  kilo- 
watt setting  can  be  changed  at  any  time  by 
the  train  dispatcher  to  take  care  of  unusual 
congestion  or  other  requirements  by  simply 
varying  the  voltage  across  the  pilot  wire  in 
the  definite  steps  shown  in  Table  I  by  means 
of  the  handwheel  F,  Fig.  G.  The  simplicity  of 
this  arrangement  is  due  to  the  fact  that  the 
higher  the  voltage  the  greater  the  niunber  of 


302     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


ohms  which  must  be  inserted  to  reduce  the 
pilot  wire  current  to  0.237  amp.  This  is 
clearly  shown  in  Table  II. 

The  different  kilowatt  settings  are  therefore 
obtained  with  certain  definite  voltages  which 
must  be  held  accurately  by  the  voltage 
regulator.  This  is  accomplished  by  the  rheo- 
stat handwheel  F,  Fig.  6,  and  the  connec- 
tions, Fig.  15,  which  change  the  setting  of  the 
voltage  regulator.  If  the  voltage  held  should 
XcLVX  slightly,  closer  adjustment  can  be  made 
with  rheostat  G.  These  main  voltage  points  are 
marked  in  red  on  the  scale  of  the  indicating 
voltmeter  to  assist  in  obtaining  correct  setting. 

Due  to  the  necessity  of  reducing  the  pilot 
wire  current  to  the  same  value,  the  kilowatt 
totalizing  meters,  which  are  ammeters  cali- 
brated in  kilowatts,  must  record  correctly  the 
total  kilowatts  although  finally  carrying  the 
same  amperes,  i.e.,  0.237.  This  is  accomplished 
by  gearing  the  several  rheostats  together  with 
a  common  rheostat  handwheel  F,  Figs.  6  and 


the  ground  after  being  installed  by  means  of 
the  standard  cur\-e-drawing  meters  in  the 
different  circuits  but  this  was  found  imneces- 
sary  as  the  check  readings,  taken  with  all  the 
equipment  installed  exactly  as  laid  out. 
indicated  that  these  meters  are  as  accurate  if 
not  more  so  than  the  standard  meters.  Table 
III  gives  a  record  of  a  large  number  of 
readings  taken  before  the  contact-making 
wattmeters  were  changed  to  the  low  side  of 
the  step-down  transformers.  These  readings 
show  remarkable  accuracy  as  no  special  pains 
were  taken  to  synchronize  the  clocks  of  the 
different  cur\-e-drawing  meters  which  prob- 
ably accounts  for  some  of  the  greater  varia- 
tions. It  should  be  kept  in  mind  that  this 
record  was  made  when  equipment  was  first 
placed  in  operation  and  that  the  four  feeding 
points  were  located  along  the  railway  line 
over  a  distance  of  more  than  200  miles,  being 
the  first  time  that  power  supplied  by  more 
than  one  line  was  added  and  recorded  on  one 


TABLE  II 
CURRENT  IN  PILOT  WIRE  CORRESPONDING  TO  VARIOUS  POWER  LIMITS 


Kilowatt 
Peak 
Limit 


25000 
24000 
22000 
20000 
18000 
16000 
14000 
12000 
10000 


Volts 
Across 
Pilot 
Wire 


1200 
1184 

1152.5 

1121 

1089.5 

1058.5 

1027 

995.5 

964 


KILOWATT  SCALE 


0   I  2000  I  4000  I  6000  |  8000  |  10000  |  12000  |  14000  |  16000  |  ISOOO  |  20000  |  22000  |  24000  25000 

Milli-ampcres 


353.0 
348.5 
339.0 
330.0 
320.5 
311.0 
302.0 
293.0 
283.5 


339.5 
335.0 
326.5 
317.5 
308.5 
299.5 
290.5 
281.5 
272.5 


327.2 
323.0 
314.5 
306.0 
297.0 
288.5 
280.0 
271.0 
263.01 


315.8,  305.1  i 
311.6  301.0 
303.5  293.0 
295.0   285.0 


287.0 
278.5 
270.0 
262.0 
253.5| 


277.0 
269.0 
261.0 
253.0 
245.0 


295.0 
291.0 
283.5 
275.6 
268.0 
260.0 
252.0 
244.7 
237.0 


285.5 
282.0 
274.5 
267.0 
259.5 
252.0! 
244.5 
237.01 
230.01 


277.0; 
273.3 
266.0 
2.59.0 
251.5 
244.0 
237.0 
230.0 
222.5 


268.5 
265.0 
2.58.0 
251.0 
244.(1 
237.0 
230.0 
223.0 
216.0 


261.0 

253.5 

257.5 

2.10.0 

250.5 

243..-) 

244.0 

237.0 

237.0 

2.30.5 

2:i(i.<) 

224.0 

223.0 

217.0 

216.0 

210.5 

209.5 

204.0 

243.0 
237.0 
230.5 
224.0 
218.0 
212.0 
205.5 
198.0 


240.0 
237.0 

230..T 
224.0 
21S.0 
212.0 
205.5 
199.0 
193.0 


237.0 

233.7 
227.5 
221.0 
215.0 
209.0 
203.0 
196.5 
190.5 


Resistance  (ohms)..     3400    3533    3667    3800    3933    4067    4200  i  4333    4467     4600    4733    4867    5000    5067 


15.  This  handwheel  which  changes  the  voltage 
through  the  regulator  by  definite  steps  also 
changes  at  the  same  time,  by  definite  incre- 
ments, the  resistance  across  the  coils  of  the 
two  kilowatt  meters,  thus  altering  the  current 
required  to  give  any  definite  scale  indication 
in  the  ratio  of  the  change  made  at  the  same 
time  in  the  pilot  wire  voltage.  By  this 
means  0.237  amp.,  which  is  the  point  at 
which  the  contact-making  ammeter  makes 
contact,  can  be  made  to  represent  10.000  kw.. 
12,000,  up  to  2.'), 000  kw.  by  simply  turning 
the  rheostat  handwheel  to  definite  points 
plainly  marked  on  the  escutcheon,  correctly 
connecting  the  three  different  circuits. 

It  was  thought  that  it  might  be  necessary 
actuallv  to  calibrate  the  kilowatt  meters  on 


meter  over  such  a  great  distance.  It  is  there- 
fore e\-ident  that  the  power  supplied  by  an\- 
number  of  transmission  lines  over  practically 
any  reasonable  distance  can  be  accurately 
indicated  and  rcconled  in  this  manner. 

The  cur\-e-drawing  kilowatt  totalizing 
meter  reaches  correct  readings  more  quickly 
than  the  standard  curve-drawing  switchboard- 
type  wattmeters  in  the  substation  and 
consequently  gives  a  better  detailed  record 
of  the  load. 

The  lowering  of  the  trolley  voltage  in  the 
substation  is  accomplished  slow  enough,  In- 
proper  speed  of  the  motor-operated  field 
rheostat,  as  not  to  affect  the  operation  of  the 
trains  objectionably,  the  only  result  being  a 
gradual  slowing  down  of  the  train. 


POWER-LIMITING  AND  INDICATING  SYSTEM  OF  THE  C.,  M.  &  ST.  P.  RWY.      303 


Additional  power  limiting  is  also  obtained 
by  instructing  the  freight  engineers  to  drop 
back  to  the  series  connection  of  the  locomotive 
motors  if  very  low  trolley  voltage  is  indicated 
by  the  voltmeters  in  each  locomotive  cab. 

Several  different  peak  settings  have  been 
tried  out  from  time  to  time  during  the  last 
two  years  to  ascertain  the  correct  peak  limit 
for  different  service  conditions.    Some  of  the 


lower  settings  slowed  down  the  trains  to  such 
an  extent  as  to  be  objectionable  on  account 
of  overtime  of  train  crews  or  delay  in  passen- 
ger trains.  It  was  found  that  peak  settings 
could  be  obtained  which  would  prevent 
excessive  peaks  and  still  maintain  good 
operating  voltage  practically  all  the  time, 
giving  load-factors  which  have  never  before 
been  obtained  for  similar  service  in  electric 


TABLE  III 

COMPARISON   OF   CURVE-DRAWING    KILOWATT   TOTALIZING   METER   INDICATION   WITH 

SUMMATION  OF  READINGS  OF  THE  SUBSTATION  CURVE-DRAWING 

WATTMETERS,   APRIL    16,    1918 




-  -  - 

-  -   

-  - 

-  -  —  - 

Summation 

Curve  Drawing 

Time 

Morel 

Piedmont 

Josephine 

Two  Dot 

Curve  Drawing 
Meters 

Kilowatt 
Totalizer 

8:00  a.m. 

0 

1000- 

2.500  — 

5800 

2300 

2100 

8:30 

200 

200  — 

3400  — 

5800 

2500 

2800 

10:00 

0 

1.500 

2800  — 

10000 

7700 

77.50 

10:30 

1000 

800 

2800  — 

9000 

8000 

8000 

11:30 

2800 

1000 

2400  — 

10.300 

11900 

11800 

11:30 

3000 

1600 

2600  — 

10000 

12000 

11800 

12:00  noon 

4000 

3000 

2800- 

9600 

13800 

13300 

12:30  p.m. 

1000 

2000 

2600  — 

9000 

12000 

11700 

1:00 

1500 

1600 

2800  — 

10800 

11100 

11700 

1:30 

2600 

1800 

2500  — 

9800 

11700 

11.300 

2:00 

5400 

3000 

3000  — 

11700 

17100 

1 7.500 

2:30 

2800 

0 

3200  — 

10800 

10400 

10900 

3:00 

0 

.500  — 

2600  — 

11000 

7900 

7800 

3:30 

400  — 

500  — 

3200  — 

7900 

3800 

3500 

4:00 

1500 

500  — 

3000  — 

5900 

3900 

3900 

4:.30 

1500 

500- 

2400- 

6900 

5500 

6200 

5:00 

1700 

0 

2200  — 

8100 

7600 

7500 

6:30 

4000 

1500 

2600- 

10100 

1,3000 

13500 

7:00 

1000 

1600 

2800  — 

7100 

6900 

7600 

7:30 

3100 

500 

2200  — 

7000 

8400 

6600 

8:00 

4000 

0 

2600  — 

7000 

8400 

8.500 

9:00 

4000 

400  — 

3000  — 

7900 

8500 

9000 

10:00 

4000 

0 

3000  — 

7500 

8500 

9000 

11:00 

2000 

0 

2200  — 

8900 

8700 

7000 

1 1  :.3n 

3200 

0 

2000  — 

8700 

8900 

9400 

12:00 

3600 

0 

3000  — 

7500 

8100 

8000 

Average 

8792 

8775 

— Indicates  power  fed  back  to  the  power  company. 


TABLE  IV 
SUMMARY  OF  PERFORMANCE  OF  POWER-LIMITING  AND  INDICATING  SYSTEM 
FOR  SIX  MONTHS^ROCKY   MOUNTAIN  DIVISION 


Date 
1919 


April 

May 

June 

July 

August 

September. . . 

Average . 


Time  Peak 
Limit  Hours 


43.6 
32.6 
6.1 
4.6 
26.7 
65.8 


Per  Cent 

Peak  Time 

of  Actual 

Running  Time 


6.4 

4.6 

1.6 

0.77 

4.1 

9.5 


Load-factor 


.59.3 
56.1 
56.5 
55.6 
54.7 
58.8 


56.8 


304     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


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POWER-LIMITING  AND  INDICATING  SYSTEM  OF  THE  C.  M.  &  ST.  P.  RWY.      305 


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306    April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  4 


railway  operation.  The  peak  limit  was  set  at 
14,000  kw.  for  the  Rocky  Mountain  Division 
on  April  1,  1919,  and  operation  has  been  very 
satisfactory-  on  this  basis.  The  average  load- 
factor  per  month  for  six  months  is  given  in 
Table  IV,  or  a  total  average  load-factor  of 
56. S  per  cent,  which  is  a  unique  showing  for 
railway  operation  and  which  confirms  the 
wisdom  of  the  railway  company  in  specifpng 
and  installing  the  equipment  described  in 
this  article. 

The  railway  company  pays  0.536  cents  per 
kilowatt-hour  for  60  per  cent  of  the  peak 
irrespective  of  whether  this  amount  is 
actually  used.  The  load-factor  maintained  is 
so  near  60  per  cent  that  the  increase  in  cost 
of  power  or  the  cost  of  power  not  used  is 
verjr  slight.  With  increase  in  the  ntunber  of 
trains,  the  load-factor  will  be  raised  and  no 
difficulty  should  be  e.xperienced  in  holding  a 
load-factor  of  60  per  cent  or  better. 

Short  lengths  of  the  curve-drawing  totaliz- 
ing wattmeter  record  are  shown  in  Figs.  16 
and  17.  These  records  were  taken  with  a 
peak  setting  of  14,000  kw.  and  show  how 
close  the  peak  power  consumption  is  kept  to 


this  point.  One  section  shows  an  input  of 
14,000  kv,-.  for  several  hours,  var\-ing  from  this 
amount  to  zero  reading  or  reversal  of  energ^-, 
all  of  the  stand-by  losses  being  supplied  by 
power  regenerated  by  the  locomotive. 

If  the  power-limiting  feature  is  removed, 
peaks  as  great  as  7000  to  SOOO  kw.  above  the 
14,000  kw.  limit  result. 

One  of  the  great  indirect  benefits  obtained 
is  the  valuable  assistance  the  indicating 
equipment  gives  the  train  dispatcher  in 
dispatching  trains  in  such  a  manner  as  not  to 
give  excessive  peaks  and  thereby  lowering  the 
voltage  due  to  the  power-limiting  equipment. 
By  careful  train  dispatching  so  that  one  train 
is  ascending  the  mountain  grade  while 
another  train  is  descending,  it  is  possible  to 
assist  the  automatic  equipment  in  maintaining 
a  good  load-factor  ver\-  materially  and  to 
greatly  increase  the  efficiency  of  the  general 
operation  of  the  railroad. 

Great  credit  is  due  Messrs.  E.  S.  Johnson, 
J.  R.  Craighead,  J.  B.  Taylor,  and  E.  J.  Thiele 
for  valuable  suggestions,  improvements,  and 
assistance  in  working  out  the  details  of  the 
great  number  of  new  and  untried  features. 


Fig.  18.     View  taken  on  the  Missoula  Division  of  the  C.  M.  ti  St.  P.  Rwy. 

The  lower  cross  arms  on  the  poles  at  the  left  carry  the  pcwer. 

limiting  and  indicating  pilot  wires 


307 


Electrification  ot  the  Hershey  Cuban  Railway 

By  F.  W.  Peters 
Railway  and  Traction  Engineering  Department,  General  Electric  Company 

The  unqualified  success  that  has  attended  the  operation  of  high-voltage  direct-current  railways  in  the 
United  States  is  attracting  more  and  more  attention  abroad.  As  reported  in  another  article  in  this  issue,  the 
high-voltage  direct-current  system  very  favorably  impressed  the  French  Mission  recently  sent  to  this  country 
to  study  railway  electrification.  The  article  below  describes  such  an  electrification  now  being  put  into  operation 
in  Cuba. — Editor. 


A  T  all  large  Cuban 
-^^  sugar  mills,  rail- 
roads for  transporting 
cane  extend  in  various 
directions  to  tap  the 
areas  where  cane  load- 
ing stations  are  lo- 
cated. Two  wheeled 
o.\  drawn  carts  are 
used  to  gather  cane 
in  the  fields  and  haul 
it  to  the  loading  sta- 
tion where  it  is  placed 
aboard  especially  con- 
structed cane  cars 
which  are  later  made  up  into  trains  and  hauled 
to  the  inill.  The  necessity  of  grinding  cane 
shortly  after  it  is  cut,  in  order  to  obtain  a 
maximum  sugar  yield,  renders  desirable  the 
maintenance  of  a  reliable  railway  system  to 


F.  W.  Peters 


Fig.  1.     Map  Showing  Route  of  Hershey  Cuban  Railway 


supply  the  mill  with  a  continuous  flow  of 
cane,  thereby  eliminating  cane  "shortage" 
shut  downs  which  prove  so  costly  to  the 
sugar  operator. 

The  industry  has  assumed  such  proportions 
that  the  mills  command  attention  not  only 


for  their  size,  intensiye  operation,  and 
efficiency,  but  also  for  the  supplementary 
industrial  actiyities  necessary  to  the  support 
of  the  mills  during  that  five-month  period  of 
24-hours  per  day  cane  grinding  when  nothing 
but  a  break  down  or  an  important  holiday  is 
deemed  sufficient  cause  to  stop  operations. 

Hershey  Central,  a  beautifully  situated 
town  overlooking  the  Gulf  of  Mexico,  is 
located  on  the  north  coast  of  Cuba  practically 
midway  between  the  cities  of  Havana  and 
Matanzas,  some  56  miles  apart.  The  major 
activity,  at  this  as  well  as  numerous  other 
Centrals  on  the  island,  is  the  manufacture  of 
sugar.  This  mill  is  now  ser\^ed  by  the  Hershey 
Cuban  Railway,  a  steam  operated  road  having 
approximately  35  miles  of  single  track.  The 
present  motive  power  consists  of  seven  steam 
locomotives  ranging  from  20  to  40  tons  on 
drivers.  Both  coal  and  oil  fired  types  are  in 
use,  which,  on  account  of 
the  very  high  cost  of  fuel 
in  Cuba  and  the  inefficient 
operation  of  such  engines, 
constitute  an  expensive 
item  in  overall  operation 
and  preclude  an  efficient 
expansion  of  traffic  such  as 
outlined  herein. 

In  keeping  with  the  broad 
plans  of  the  management, 
the  road  is  being  electrified, 
and  extensions  which  will 
comprise  the  main  line  are 
being  completed  to  Havana 
on  the  west,  and  to  Ma- 
tanzas on  the  east.  Branch 
lines  between  Havana  and 
Coj  imar,  4}^  miles ,  between 
the  main  line  and  Bainoa, 
7 J/2  miles,  and  between  the 
main  line  and  Santa  Cruz, 
A]/2  miles,  are  completed. 
These  with  numerous  short  spurs  and  sidings 
will  total  SO  miles  of  electrified  single  track. 
The  road  is  built  over  a  private  right  of 
way  through  a  rolling  country  in  which  the 
ruling  grade  is  2}/^  per  cent.  The  track 
is  standard  gauge  with  85  lb.  per  yard  run- 


308    April,  1920 


GENER,\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


ning   rails   rock    ballasted    over    the   greater 
portion. 

The  service  to  be  maintained  tipon  inaugur- 
ation of  electric  operation  will  consist  of  cane 
and  sugar  transportation  besides  through  and 
local  commodity  freight,  express  ser\dce,  and 


Fig.  2.      Transferring  Cane  From  Bullock  Carts  to  Railway  Cane  Cars 


Fig.  3.      Sugar  Mill  at  Central  Hershey 


struction  was  chosen,  to  be  suspended  largely 
from  bracket  arms  on  creosoted  pine  poles 
which  carry  in  addition  the  steel  cored  alu- 
minum transmission  circuits  and  the  795,000 
cir.  mil.  aluminum  1200-volt  direct-current 
feeders. 


Locomotives 

The  motive  power  furnished 
for  operating  the  foregoing  cane 
and  general  freight  sen-ice  con- 
sists of  seven  60-ton  four-m.otor 
1200-volt  direct-current  electric 
locomotives  arranged  for  multi- 
ple unit  operation  when  neces- 
sar\-.  They  are  equipped  with 
swivel  trucks,  steeple  cab  type 
super  structure,  and  are  designed 
to  meet  American  standards 
throughout.  The  control  pro- 
vides for  connecting  the  motors 
in  series  or  series-parallel,  and 
consists  of  two  master  control- 
lers (one  located  at  each  driving 
position  in  the  main  cab)  with 
resistors,  dynamotor  blower  set, 
solenoid  contactors,  and  other 
auxiliaries  mounted  principally 
under  the  end  cabs.  Power  for 
operating  the  control  equipment 
is  obtained  at  600  volts  from 
the  dynamotor.  A  pantograph 
type  trolley  is  mounted  on  top 
of  the  main  cab  with  provision 
for  the  convenient  use  of  pole 
trolleys,  to  provide  for  opera- 
tion over  adjoining  electric  rail- 
ways necesitating  such  types  of 
trolley.  Combined  straight  and 
automatic  air  brake  equipment 
is  used  with  two  35-cubic  foot 
displacement  per  minute  air 
compressors  placed  in  the  main 
cab  and  operated  directly  from 
the   1200-volt  trollev  wire. 


multiple  unit  passenger  train  service  operating 
on  one-hour  headway  between  Havana  and 
Matanzas. 

The  1200-volt  direct-current  electric  rail- 
way system  was  selected  by  the  railroad 
management  after  a  thorough  investigation 
of  various  types  of  electrified  roads,  as 
being  that  which  would  fulfill  to  the  best 
advantage  the  present  conditions  of  electrical 
operation,  as  well  as  provide  for  efficient 
expansion  incident  to  anticipated  growth. 
Ten-point    catenary    type    trollex'    wire    con- 


Motor  Car  Equipments 

This  ckiss  of  rolling  equipment  consists  of 
ten  straight  passenger  cars,  three  combination 
l>assenger  and  baggage  cars,  and  two  com- 
bination express  and  mail  cars.  The  passenger 
cars  scat  50  persons,  have  a  free  running  speed 
of  approximately  40  miles  per  hour,  and  will 
weigh  coniplctely  equipped  about  29  tons. 
Four  motors  per  car  are  provided  with 
automatic  electro-pneiunatic  double-end  mul- 
tii)le  unit  control  equipment  arranged  to 
connect    the  motors     in    series    and    series 


ELECTRIFICATION  OF  THE  HERSHEY  CUBAN  RAILWAY 


309 


parallel.  Power  for  the  control  circuits  and 
car  lighting  is  obtained  from  a  32-volt  con- 
stant potential  generator  driven  bv  a  ]2()()- 
volt  direct-current  motor  operating  from  the 
trolley  circuit.  Pantograph  type 
trolley  and  bases  for  pole  trolleys 
are  mounted  on  the  car  roof. 

Line  Work  Car 

The  line  work  car  mounts  at 
one  end  a  short  cab,  on  top  of 
which  is  an  adjustable  insulated 
platform  for  use  when  working 
on  the  live  trolley.  The  other 
end  of  the  car  floor  carries  a  hand 
crane.  Four  motors  similar  to 
those  on  the  passenger  cars,  but 
geared  for  lower  speeds,  are  used 
with  a  Type  K  four-motor  con- 
trol for  connecting  the  motors  in 
series  or  series-parallel. 


35-kw.  turbine  exciter 1 

.50-kw.  motor-generator  exciters 1 

OOO-h.p.  oil-fired  steam  boilers 4 

.'iOOO-kv-a.  step-up  transformer  banks 2 

.'JOO-kv-a.  station  auxiliary  transformer  banks  .  .  1 


Fig.  4.      60-ton,  1200-volt  Direct-current  Electric  Locomotive 


Power  Generating  and  Substation  Equipment 

The  power  station  and  substation  eciuip- 
ment  selected  to  operate  the  railroad  and  to 
furnish  commercial  power  to  Matanzas  and 
smaller  towns  along  the  right  of  way  consist 
of  the  following : 

Gener.\ting  Station                                           Number 
2500-kv-a.  turbine  alternators 3 


Switchboard   1 

Spray  pond 1 

M.\IN'  R.\IL\V.JiV  SuBST.\TION 

1000-kw.  1200-volt  d-c.  synchronous  converter 
groups 2 

1050-kv-a.  step-down  converter  transformer 
banks 2 

Railway  switchboard 1 


Fig.  5.     Passenger  Car  Seating  50  Persons,     Four  D-C.  Motors 


310     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  4 


Each  of  Two  Outlying  Auto- 
matic Substations 

1000-kw.    1200-volt  d-c.   syn- 
chronous converter  groups. .  1 

1050-kv-a.      step-down      con- 
verter transformer  banks  . .  1 

500-kw.    600-volt    d-c.    spare 
converter 1 

350-kv-a.     single-phase     step- 
down  spare  transformer  ...  1 

Automatic  control  equipment .  1 

The  architectural  design  of 
the  power  station  as  indicated 
in  Fig.  6  is  such  as  to  per- 
mit of  readily  building  ex- 
tensions and  making  additions 
to  apparatus  to  provide  for 
future  enlargement .  C  are  has 
been  taken  to  obtain  the  maxi- 
mum ventilation  and  light 
which,  with  the  symmetrical 
arrangement  of  eqtiipment, 
affords  a  pleasing  and  efficient 
working  combination. 

The  steam  pressure  adopted 
was  250  lb.  at  150  deg.  F.  super- 
heat, with  boiler  capacities  and 
arrangement  to  permit  of  the 
most  efficient  operation.  The 
main  generating  voltage  is 
2300  three-phase  60-cyclefrom 
which  step-up  transformers 
between  the  main  2300-volt 
bus  and  the  high-tension  bus 
distribute  power  at  33,000 
volts  three-phase  to  the  out- 
lying substations  and  points 
of  commercial  distribution. 
Power  for  station  auxiliaries 
and  shops  is  obtained  from 
transformers  stepping  down 
from  2S00  to  4S0  volts.  This 
latter  voltage,  largely  used  in 
sugar  mill  work,  was  selected 
to  permit  a  direct  tie-in  when 
necessarj^  with  the  main  bus 
of  the  sugar  mill  power  house 
which  is  close  to,  but  distinct 
from  the  new  railway  station. 

The  railway  synchronous 
converters  located  in  the  main 
station  consist  of  two  groups 
in  parallel,  each  group  com- 
prising two  500-kw.  600-volt 
machines  connected  in  series 
for  1200  volts.  These  receive 
their  power  from  the  main 
2300-volt  station  bus  through 
step-down  transformers. 


ELECTRIFICATION  OF  THE  HERSHEY  CUBAN  RAILWAY 


311 


mm 


Surface  condensers  are  used  with  the 
turbines  and  hav'e  motor-driven  circulating 
pumps  receiving  cooling  water  from  a  near- 
by spray  pond.  Air  washers,  feed  water 
heaters,  emergency  feed  water  supply,  piping, 
oiling  system  and  pumps-  have  been 
chosen  throughout  with  a  view  to 
reliability  and  economy. 

Because  of  the  mild  climate,  the 
boilers  have  been  located  out  of  doors 
adjacent  to  the  sugar  mill  boilers  with 
only  a  roof  over  them  for  protection 
against  the  tropical  rains.  This  ar- 
rangement affords  the  most  agreeable 
working  conditions  for  the  men,  and 
has  the  advantage  of  lowered  initial 
building  cost  and  reduced  operating 
expense  since  one  boiler  house  organi- 
zation can  serve  both  the  sugar  mill 
and  railway  boilers. 

For  oil  firing  a  steam  atomizing 
system  is  used  with  exhaust  steam 
surface  heaters  arranged  to  heat  the 
oil  to  the  right  viscosity  for  proper 
atomization.  Two  7500-gallon  ca- 
pacity auxiliary  fuel  oil  tanks  are 
located  near  the  boiler  room,  each  of 
which  holds  approximately  one  day's 
supply  based  on  the  estimated  load 
for  the  near  future,  while  some  dis- 
tance away  are  the  main  oil  storage 
tanks  having  a  500,000-gallon  ca- 
pacity. No  attempt  was  made  to 
utilize  bagasse,  the  refuse  from  ground 
cane,  as  fuel  for  the  railway  power 
station  since  the  quantity  produced 
by  the  grinding  rolls  is  practically  all 
consumed  by  the  sugar  mill  boilers. 

The  stack  is  constructed  of  radial 
brick  similar  in  design  to  that  used 
for  the  sugar  mill.  It  is  eleven  feet 
inside  diameter  and  reaches  200  feet 
above  the  level  of  the  boiler  room 
floor.  A  lined  steel  breeching  con- 
ducts the  burned  gases  from  the  boil- 
ers to  the  stack. 

Provision  has  been  made  for  con- 
veniently installing  coal  burning  machinery 
without  disturbing  the  boiler  settings  or 
auxiliaries  should  a  readjustment  in  the 
relative  price  of  coal  and  oil  necessitate  the 
use  of  coal  for  economy. 

A  spray  pond  constructed  of  concrete  is 
located  600  feet  distant  from  the  power  house 
and  is  connected  by  two  36-inch  concrete 
pipes,  one  of  which  connects  to  the  intake 
and  the  other  to  the  discharge  wells,  in  the 
generating    room,    used    for    the    condenser 


circulating  water.  Three  motor-driven  4600 
g.p.m.  high  efficiency  pumps  which  force  the 
discharged  circulating  water  through  the 
spray  nozzles  are  located  in  the  pump  house 
at  the  spray  pond. 


^m 


Coowerter  NoZ  (Sp«r«l 


Converter  No  3 


Auto<n>tic  S»itchbo»rd 


—^///A 


Plan  and  Elevation  of  Substation 


Substations 

The  two  outlying  automatic  substations, 
one  of  which  is  located  near  Havana  and  the 
other  near  Matanzas,  are  duplicates  and  each 
contains  one  1000-kw.  group  of  synchronous 
converters  consisting  of  two  500-kw.  600-volt 
machines  connected  in  series.  A  third  500-kw. 
600-volt  spare  converter  is  provided  with 
change  over  switches  so  that  it  may  be 
conveniently  substituted  for  either  the  high 
or  low  machine  of  the  group.   Three  350-kv-a. 


312     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  \o.  4 


single-phase  33,000-volt  high-tension  self- 
cooled  transformers  having  double  secondary- 
windings  are  regularly  emijloyed  for  operating 
the  converters  with  a  fourth  transformer 
supplied  as  a  spare.  The  switching  equipment 
is  completely  automatic  in  operation  and  is 


Fig.  8.     500-kw.,  600-volt  Synchronous  Converter 
Located  in  Automatic  Substation 

similar  to  those  which  during  the  past  few 
years  have  proven  ven,-  successful  in  many 
parts  of  the  United  States.  No  regular 
attendants  are  required  for  the  operation 
of  the  equipment  since  it  starts  automatically 
on  a  power  demand  and  stops  when  the 
demand  ceases.  During  operation  the  equip- 
ment is  protected  from  injury  due  to  excessive 
overload  by  the  use  of  flash  barriers  and  load 
limiting  resistors  on  the  direct-current  side 
of  the  machine.  All  irregularities  emanating 
from  disturbance  on  the  high-tension  lines 
or  improper  functioning  of  the  equipment  are 
fully  protected  against,  so  as  to  promote 
reliable  operation.  Two  feeder  circuits  leave 
each  substation  to  allow  the  trolley  and  line 
feeder  cable  to  be  sectionalized  in  front  of 
each  station. 

Transmission 

Provision  is  made  for  carrying  two  three- 
phase  transmission  circuits  on  a  single  line 
of  poles  between  the  power  station  and 
Matanzas.       These   will    ser\-e    the   railway 


substation  on  the  Matanzas  Division  as  well 
as  certain  railway  and  commercial  power 
applications  in  the  city  of  Matanzas.  On  the 
Havana  Division,  immediate  provision  is 
made  for  carr\-ing  one  three-phase  trans- 
mission circuit  to  ser\-e  the  Havana  Division 
railway  substation  as  well  as  any  commercial 
power  adjoining  the  right  of  way.  Should 
occasion  demand,  however,  arrangements  are 
such  that  an  additional  three-phase  circuit 
can  be  conveniently  added  to  the  existing 
pole  line. 

Forty-five  foot  creosoted  poles  on  l.jO-foot 
spacing  have  been  used  o\-er  practically  the 
entire  distance.  The  pole  line  carries  at  the 
top  a  Vj  inch  galvanized  steel  strand  ground 
wire  and  either  one  or  two  num.ber  1  0  B.&S. 
steel  reinforced  aluminum  33,0(tO-volt  three- 
phase  transmission  circuits  mounted  on  pin 
type  insulators  and  creosoted  wood  cross 
arms. 

The  1200-volt  direct-current  feeder  con- 
sists of  a  79.5.U0U  cir.  mil.  standard  aliuninum 
cable  carried  over  practically  the  entire  right 
of  way.  It  is  supported  on  pin  type  insul- 
ators mounted  on  creosoted  wood  cross  arms 
located  below  the  transmission  circuits.  For 
approximately  four  miles  each  side  of  the 
sugar  mill,  where  the  steepest  grade  and 
heaviest  sen'ice  is  encountered,  a  second 
795,000  cir.  mil.  feeder  is  used. 

A  catenary-  type  construction  is  employed 
for  suspending  the  4  0  B.&S.  gauge  grooved 
trolley  wire.  The  messenger  wire  is  yg  inch 
galvanized  steel  strand  carried  on  pin  type 
insulators  and  galvanized  tie  iron  bracket 
arms.  On  sidings  and  at  special  work,  how- 
ever, cross  span  suspension  construction  is 
used  to  support  the  messenger  wire.  Steel 
terminal  4''0  B.&S.  copper  strand  acetylene 
gas  weld  rail  bonds  are  used  throughout. 

To  protect  against  the  rapid  deterioration 
of  exposed  ferrous  metals,  so  prevalent  in 
tropical  countries,  all  iron  parts  employed  in 
the  transmission  system  are  protected  by  hot 
dipped  galvanizing  or  sherardizing.  It  has 
also  been  found  that  a  greatly  increased  life 
may  be  expected  from  wood  poles  treated 
with  creosote,  which  in  this  case  has  led  to 
their  adoption  entirely. 


HIGH-VOLTAGE  DIRECT-CURRENT  RAILWAY  INSTALLATIONS  IN  THE  UNITED  STATES  AND  CANADA 

Supplement  to  General  Electric  Review,  April,  1920 


PKRMANEKT  WAY                       | 

OVERHEAD  CONSTRUCTION 

,ow.. 

ROLLING  STOCK 

Previous 
System  of 
Operation 

Compiled  by 

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1 

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TroUey  or  Third  Rail 

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Generating  Sutions 

Substations 

Pass 
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1 

6 

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Locomotives 

Control  (Pass.) 

Healers 

Air  Brakes 

CBNERAL  ELECTRIC  COMPANY 

Riilwir  and  Traction  EnginMring 
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Voltage     ^                          and  Type  of 

5    2            Generator  Equipment 

£  0. 

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Type,  Capacity  and  Voltage 
of  Apparatus 

P. 

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Direct  Suspension       12Q 

10    11,000     60 

3    Power  purchased  from  Maine 
&  N.  Brunswick  El.  Pr.  Co. 

2 

(4)    TC-6-2O0-12OO-6O0/1200    H.R.    Trans- 
formers G.E. 

2 

2 

1  Ex. 

28 
32 
33 

(4)  G.E.  217-600  Volts 
(4)  G.E.  217-600  Volts 
(4)  G.E.  205-600  Volts 

30 

50 

Fgt. 

1 

40 

(4)  G.E  206-600  Volts 

M-NA 

(2)  K 

Yes 

D          Half 

1200 

St.  &  St. 
Auto.  G.E. 

C.P.-22 
C.P.-29 

24 

600 
1200 

July. 

1910 

Steam  ft 
New  Extcn. 

Sweden 

Buttt  -loaconda  &  Pacific  Ry..  Bulte, 

Moot. 

30        1 

14 

0 

S-85 

11  Point  Catenary     24C 
Trolley 

10  100,000     60 

3    Power  purchastd  from  Mon- 
tana   Power    Co.    (Hydro- 
Elec.) 

2 

(7)  1000-kw.  Syo.  M.G.  Sets.  1200/2400  Volts 
G.E. 

0 

28 
3 

80 
40 

(4)  G.E.  229-1200  Volls 
(2)  G.E.  229-1200  Volts 

2400 

Elec. 
Hot  Air 

W.  St.  & 

Auto. 

C.P. 
26 

100 

ouo 

"1013 

Steam 

Butte,  Anaconda. 
Mines  ft  Smelters 

Cinidiaa  Nurihtm  Ry..  Montreal,  Can. 

10 

30 

0 

S-90 

Catenary  Double        24( 
Trolley 

K)    11.000     60 

3    Power  purchased  from   Mon- 
treal Lt.,  Hi.  &  Pr.  Co 

1 

(2)    loOO-kw.    Syn.    M.G.    Sets.    1200/2400 
Volts-11,000  Volts  G.E. 

8 

80 

(4)  G.E.  239-1200  Volts 

50 

70 

6 

83 

(4)  G.E.  229-1200  Volts 

M 

NA 

Yes 

D           Half 

2400  Volt 
Elec. 
Hot  Aif 

Comb,  St. 
ft  Auto.  G.E. 

C.P. 
33 

100 

2400 

1918 

New  Steam 
Terminal 

Montreal,  through  Tunnel    to  Ml. 
Royal 

Cmtiil  CiMorni!.  Traction  Co..  Stock- 
ton. Cil- 

S-75 

Third  Rail  and            12 
Catenary 

HI    60,000     60 

3    Power  purchased  from  Western 
States  Gas  &  Elec.  Co. 

3 

Ill  300-kw..  and  (2)  500-kw.  Syn.  M.G.  Sets. 
1200  Volts.  G.E. 

8 

38 

(4)  G.E.  205-1200  Volts 

45 

46 
.50 

2 

3 

41 
46 

(4)  G.E.  205-1200  Volts 

M 

NA 

Yes 

D         Half 

1200 

West. 
G.E.  C^mp. 

C.P. 
22 

24 

000 

'r^ 

New 

Stockton  ft  Sacramento 

ChMles  Citv  Wtstcm  Ry.,  Charles  City, 
low* 

25 

30 

0 

S-70 

Direct  Suspension       12 

»      2,300     60 

3     Power  purchased  from  Cedar 
Valley  Pr.  Co. 

1 

(2)  300-kw.,  1200-volt  M.G.  Sets,  2300-volt 
G,E. 

4 

11 
21 
28 

(3)  (2)  G.E.  217 
(1)  t4)  G.E.  217 

30 

34 
52 

* 

35 

14)  G.E,  205-500  Volts 

K 

R-200 

No. 

D         Half 

1200 

St.  &  Auto. 
Straight  G.E. 

C.P.-29 
C.P..3U 

27 

1200 

'"&, 

Steam 

Charles  City  ft  Marble  Rock 

Ctoago,  Milwaukee  &  St.  Paul  R.  R. 
(Moolana  Elfctrification) 

140 

j91 

0 

S-90 

Catenary  Double        30< 
Trolley 

0  100.000     60 

3    Power  purchased  from  Mon- 
tana Pr.  Co.  (Hydro-Elec) 

14 

123J  2000-kw.  M.G.  Sets 

9-1500-kw.  M.G.  Sets,  I,W0/3000  Volts 

30 
•12 

4 
10 

282 
300 
70 
275 

(8)  G.E.  253-1500  Volts 

(4)  G.E.  255-1500  Volls 

(6)  W.  348-750/1500  V. 

Twin  Arm.  Quill 

Oil  Fired 

Steam 

W.  St.  ft 
Auto. 

a. 

34 

J4 

3000 

Dec. 
1915 

Steam 

Harlowton.  Montana  to  Avery.  Idaho 

217 

280 

0 

S-90 

Catenary  Double        30( 
Trolley 

JO  100,000     flO 

3    Power  purchased  from  Wash- 
ingtom    Water    Power    Co. 
and  Puget  Sound  Tr.,  Lt.  & 
Pr,  Co. 

8 

18)   2000-kw.   M.G.  Sets,    1500/3000  Volts, 

(6)   2060-kw.   M.G.  SeU,    1500/3000  Volts. 
West. 

0 

5 

265 

(12)  G.E.  100-1000/3000 
Volls,  Gcarless 

Oil  Fired 

Steam 

W.  St.  & 

Auto. 

C.P. 
34 

150 

3000 

■^""920 

Steam 

lC»stidt  Eletinfication) 

W«<h. 

Chicago.  MiUvaukee  &  St.  Paul  R.  R. 

4 

7 

0 

S-90 

Catenary  Trolley        15 

30      C.600     60 

3    Power  purchased  from  Mon- 
tana Pr.  Co,  (Hydro-Elec) 

1 

1-300-kw.,    1500-volt    M.G.    Set.    6600-volt 
G.E. 

1 

50 

(4)  G.E.  207-750  Volts 

W.  St.  & 
Auto. 

(21 
C.P. 
29 

J7 

150O 

Feb.. 
1910 

Steam 

(Grtal  Filli  Ternunal) 

Station 

Diveopiir.  i  Muscatine  Ry.,  Davenport. 

lows 

30 

30 

4 

S-70 

Catenary  Trolley        12 

OO    33,000     60 
Y 

3    Power  puichised  from  Moline- 
Rock  Island  Mfg.  Co. 

2 

(4)  300-kw.,  1300-voU  M.G.  Sets.  G.E. 

6 
lEs. 

32 

(4)  G-E.  217-600  Volts 

39 

52 

0 

0 

K 

No.       G 

Half 

West. 
D-2-K 

W. 

18 

1200 

Aug.. 
1012 

New 

Davenport.  Muscatine 

20 

20 

4 

S-70 

Catenary                      12 

130          None 

Power  purchased  from  Beau- 
mont  &   Ft.   Arthur  Lt.  & 
Pr.  Co..  Sub.  in  P.  H. 

2 

2-Syn.  M.G.  Sefi,  60-cyele,  2300-voit,  1200- 
volt,  d-c.  G.E. 

6 
1  Ex. 

30 

(4)  G.E.  233-600  Volts 

45 

46 

4 

0 

K 

No.       a 

Half 

W. 

2S 

600 

1014 

Now 

Tms 

Port  Dc-JEt.   D«  Moines  Be  So.   Ry., 
Boone.  r^«a 

120 

145 

5 

S-70 

Direct  Suspension       12 

00    22,000     25 

3    6500-kw.  Curtis  Turbine 
4000-kw   Curtis  Turbine 

6 
1   Port 

(8)  400-kw..  600-voIt  Syn.  Conv.  (2  in  Series) 
(1)  300-kw.,  1200-volt  Syn.  Conv.  G.E. 

10 

42 

(4)  G.E.  205-600  Volts. 

45 

50 

8 

7 
4 

40 
60 

(4)  G.E  206-600  Volls 
<4)  G.E.  251-600  Volts 

K 

Yes       S 

Full 

Hot 
Water 

West,  St. 
ft  Auto, 

C.P. 
28 

23 

600 

"Tm 

000  Volu 

Port  Dod8«.  Boone.  Des  Moines  ft 
Rockwell  City 

HoeldngSunday    Creek    Traction    Co.. 
Kelwnvillc.  Ohio 

14.8 

15.2 

0 

S-70 

Direct  Suspeniion       12 

00    11,000     60 

3    Power   purchased  from  Hock- 
ing Pr.  Co. 

1 

(4)  200-kw,.  600-volt  Syn.  Con.  West 

3 

1 

23.5 
35 

(4)  W-324-600  Volts 

42 

48 

0 

0 

HL 

Yes        D         Half 

Hot  Air 

W.-A.M.M. 

W. 
D.-2K. 

-5.3 

1200 

May, 

500  Volu 

Ioili»oaT)..Us  A  Louisville  Traction  Ry. 
Co.,  Scoiiiburu.  Ind. 

41 

41 

Traffic 

S-75 

Direct  Suspension        12 

00          None 

(4)      300-kw.,     600/1200-volt 
D-C.  Engine    Driven  Gen- 
erators 

0 

Direct  Feed 

10 

34 

(4)  G.E.  205-600  Volts 

53 

50 

0 

0 

M-NA 

Yea       S 

Pull 

Hot 
Water 

Emergency 
Straight  G.E. 

C.P. 
22 

600 

Oct., 
1907 

New 

Seymour  ft   Sellenburg  ft    Indian- 
apolis ft  Louisville,  via  600  VolU 

Ions  Ry.  4  Lt.  Co.,  Cedar  Rapids,  Iowa 

28 

28 

S-70 

Direct  Suspension       12 

00    16,500     60 

2    Eria.    Drive    A-C.    7000-kw., 
Turbine  Units   10,250-kw., 
2300-volt,  2-phasc 

2 

(1)  500-kw.,  2-unil,  600/1200-volt  Syn.  M.G. 

Set 
(1)  500-kw..  600/1200-volt  Syn.  Coo.  G.E. 

5 

45 

(4)  G.E.  205-800  Volts 

41 

^ 

1 

50 

(4)  G.E.  207-600  Volts 

M-K 

Yes        D         Full 

G.E.  Straight 
Ait 

C.P. 
28 

26 

000 

Operated 

at 
000  Volts 

600  Volto 

Cedar  Rapids.  Iowa  City  ft  Toledo 

Kitiiis  Ci!> .  Ciay  Co.  &  St.  Joseph  Ry. 

72 

74 

g 

S-70 

Catenary                      12 

00    33.000     25 

3    Power  purchased  from  Kan- 
sas City  Rys.  Co, 

3 

(6)  500-kw..  7S0-r.p.m,.  1200-voU  Syn.  Con. 

22 
5 

41 

(4)  G.E.  225-750  Volts 
(4)  W-327.750  Volts 

00 

66 

0 

0 

M-A 

HL-A 

Yes        D         Half 

Hot 
Water 

Comb.  St.  ft 
Auto,  G.E, 

C.P. 
29 

25 

1200 

Jan.. 
1913 

New 

Kansas  City,  St.  Joseph  ft  Excelsior 
Spring! 

L^  Erie  S   Northern  Ry.,   Ontario. 

64 

5S 

1 

S-85 

Catenary  Trolley        U 

«0    26.400     25 

3    Power  purchased  from  Hydro- 
Elec.  Pr.  Commission  of  Ont. 

3 

(3)  500-kw..  1500-volt  Syn.  Con.  (1  Portable) 
Cand.,  G.E. 

6 

40 

(4)  W-85-h.p.,  750  Volts 

45 

70 

3 

2 

flo 

(4)  W-562-D-5,  750  Volls 

Wc«. 
A-0 

Yes         D         Half 

1500  Volu 

West. 
Automatic 

Dyna. 
Com  p. 

25 

1600 

Feb., 
1910 

New 

Gait,  Dranttord,  Simcoe  ft  Pt.  Dover 

Londan*  PortStanley  Ry.,  London,  Ont. 

24 

30 

0 

S-70 

Catenary                      1 

00    13,200     25 

3     Power  purchased  from  Ontario 
Hydro-Elec.  Pr.  Com. 

2 

(4)  .WO-kw..  1500-volt  Syn.  Con..  West. 

8 

51 

(4)  G.E.  225-750  Volts 

50 

56 

10 

3 

63 

(4)  G.E.  251-750  Volts 

M-NA 

Yes       D         Half 

Hot 
Water 

Comb.  St. 
ft  Auto.  G.E. 

C.P. 
29 

2fi 

1600 

Aug,. 
1916 

Steam 

London,  St.  Thomas  ft  Port  Sunley 

*feryland  Electric  Ry.  Co..  Annapolis. 

25.3 

32.3 

0 

S-80 

Catenary                      1 

00    13.200     25 

3    Power  purchased  from  Consol. 
Gas,  Elec.  Lt.  &  Pr.  Co. 

2 

(5)  300-kw.  Syn.  Con..  1200-volt,  d-c..  West. 

12 
1  Ex. 

40 

(4)  W-317.A^,  600  Volts 

45 

52 

0 

1 

52 

(4)  W-362-600  Volts 

H-L-P 
NA 

Yes        D          Half 

Hot  Air 

W.-A.M.M. 

D.-2K. 

J5.3 

1200 

"1914 

06OO  Volls,  1« 

&  Steam 

Rapidi,  Alltgan-Battle  Creek 

92 

OS 

4 

S-80 

Third  Rail  Over-        1 
running 
Catenary 

00    70,000     30 

3    Power  purchased  from  Con- 
sumers   Pr-    Co.,    Jackson, 
Mich. 

3 

(8)  500-kw.,  1200-volt  Syn.  Con.  G.E. 

i 

4 

70 
65 
65 

(41  G.E.  239 

(2)  G.E.  239-1200  Volts 

(4)  G.E.  254-600  Volts 

70 
50 

52 

Fgi, 

4 
Esp. 

55 

(4)  G.E  239-1200  VolM 

M-NA 

Yes       S 

Full 

Hot  Air 

Comb.  St. 
ft  Auto.  G.E. 

C.P. 
28 

25 

00 

May. 

1616 

New 

Kalamacoo.  Grand  Rapids.  Allegan 
ft  Battle  Creek 

49 

40 

3 

S-80 

Third  Rail  Over-         1 

running 
Direct  Suspension 

200    20,000     6(1 

3     Power    purchased   fron    Con- 
sumers   Pr      Co.,    Jackson, 
Mich. 

2 

(4)   500-kw.,    1200-volt   d-c.;   5000-volt   a-C. 
Syn.  Moior-Generator  Sets  G.E. 

12 

40 

(4)  W-333-600  Volts 

60 

55 

0 

0 

HL 

Yes       S 

Full 

1200  Volts 

West. 
A.M.M. 

Dyna. 
Comp. 

25 

1200 

May, 
1914 

Now  ft 
000  Volts 

Flint,  Saginaw  ft 

45 

77 

5 

s-eo 

s-70 

Direct  Suspension       1 

200    20.000     3t 

3    Power  purcli.ised  from  Con- 
Bumcra  Pf.  Co. 

1 

(2)  500-kw..  1200-volt  Syn.  Con.  G.E. 

10 

35 

(4)  W-333-600  Volts 

60 

55 

0 

0 

n"a 

Yes       S 

Full 

Hot 
Water 

West. 

Dyna. 
Comp. 

25 

1200 

May. 
1910 

600  Volu 

Grand     Rapids.     Holland    ft    Lake 
ResorU  Macatawa  and  Saugaluck 

lUpids 

Milwaukee  Electric  Ry.  &  Lt.  Co.,  Mil 
waukee.  Wit. 

135 

135 

47 

S-80 

Catenary  Trolley         1 

200    13,200     2 
38,000 

3    Part  of  an  Eitlcnsive  System 

6 

(12)  300-kw.  \  Syn.  Con..  600-volt.  2  in  Series 
(5)  500-kw.  J       G.E. 

11 
15 

43.5 
39.S 

(4)  G.E-  205-000  Volts 
(4)  G.E.  207-600  Volts 

45 

64 

59 

0 

•■ 

M 
NA 

Trailers    D 
Only 

Full 

Hot 
Water 

WeU. 
D.-3  N 

600/I2O0J 

Mar.. 
1010 

1300  Volti 
Singlc-p  hasc 

Milwaukee.  E.  Troy, 

Burlington  ft  Wntertown 

Nashi-iile-Gallatm  Inter.  Ry.,  Nashville 
Tenn, 

27 

27 

3. 

S-70 

Direct  Suspension       I 

200    33.000     6( 

3    Power  purcSased  from  Nash- 
ville Ry.  4  Lt.  Co. 

1 

(3)  200-kw..  600-volt  Syn.  Con..  2  in  Series, 
G.E,,  1  spore 

4 
lEx. 

38 

(4J  G.E.  205-aoO  Volts 

40 

50 

Q 

0 

K 

No        S 

Half 

Hot  Air 

G.E.  Straight 

C.P. 
29 

J5 

1200 

Apr.. 
1915 

New 

Nashville  ft  Gallatin 

0-klM.d.  Antioch  &  Eastern   Ry..  Sar 
Prancisco.  Cal. 

lis 

118 

4 

5-70 

Catenary                         1 

200    11.000     6 

3     Power  purchased  from  Great 
Western  Pr.  Co. 

5 

1    Port 

(6)  730-kw..     I3lK).voU      Syn.     M.G.    Sets; 

11.000-volt.  a-c.,  West. 
(1)  300-kw..  1200-volt  Syn.  M.G..  G.E. 

3  G.E. 
15  W. 

40 

14)  G-E-  205-1200  Volts 
(4)  W-322-600  Volts 

55 

SO 

IS 

2 
2 
2 

49 
62 
35 

(4)  W-30a-B.  600  Volu 
(4)  W-321-000  Volu 
(4)  G.E.  205-1200  Volu 

M-NA 
W-HL 

Yei         D 

Full 

200  Volts 

We«t. 

Dyna.     2125      1200 
Comp. 

"ffifa 

New 

aakland.  Antioch.  Sacramento  ft 
San  Francisco 

Oregon  Electric  Ry..  Portland,  Ore. 

154 

180 

25 

S-70 
S-75 

Catenary 

200    60.000     3 

3     Power  purchased  from  Port- 
land Ry.  &  Lt.  Co. 

6 

I    Port 

6 

(0)  500-kw..  600/1200  Syn.  Con. 

(7)  500.kw.,  1200-volt  Syn.  Con.  G.E. 

53 

8Ei. 
1  W. 

45 

14)  G.E.  2O.0 

(4>  G.E.  222-600  Volts 

(4)  W-32I-600  Volts 

45 

62 

28 

6 

4 

60       (4)  C-E.  212-600  volt*             M-A 
50      (4)  G.E.  207-600  Volu 

Yes        D 

Full 

Hot 
Water 

1200  VolM 

Weal.  D-3                            35        1200     1  Aug..           800  Volls             PortUnd,  Salem.  Albany  ft  Hugene 
1S12        ft  New 

_  . ■ 

Pacific  Elearic  Ry..  Lo»  Angele*.  Cal.       157           91.&    I        I 

7         S-70 
1       S-75 

Catenary 

200     15.000     5 

Q    3  Power  puiY:hjUcd  from  So.  Cal. 
Edison  Co. 

4 
1 

(4)     1000-kw.,    1200-volt    Syn.    M.G.    Sets; 

15.000-volt.  a-C.  G.E. 
(1)  1000-kw.,  1200-voU  M.G.  Set.  A.  C.  Co. 

24 
5 

44 
3 

54 
44 

(41  G.E.  2M-000  Volu 
(4)  G.E.  222-600  Volts 
(4)  W-33S-«)0  Volu 
(4)  W-557-600  Volts 

60 

eo 

0 

10 

65 

(4)  W-308-600  Volu 

M-A 
HL-A 

Ye.        n 

I      Pull                1300       1   WmI                   1  Dyno.    ,'  JIfi  1     1200         May.             600  Volts               Los  Angeles.  San  Bernardino « 
I  Automatic         I  Corap.             1                          ibH                                             Rivcnide 

-l-J 

Piedmont  &  Northern  Line*.  Charlotte.    125       hiS        i      lU     1       S-80          1   Catenary                       llfiOO      2.400    Ifl 

1  IhI 

em  Pr.  Co.   iHjdro-Elec.) 

■  pI,, 

(12)    SOO-kw..  ISOO-voU.  :i-UQit  M.G.  SeU 
I     (6)  250.kw.  Syn.  Con..  2  m  Scries,  for  1500- 
volt.  Woil. 

31 
2 

42 

(4)  W-32i-750  Volu 
12)  G.E.  217-7fiO  Volu 

45 

SO 

0        6W. 

S  G.E. 

55 
M 

(4)  W-308-750  Volu 
U)  G.E.  212-750  Volu 

Wot. 
IIL 
R-200 

Yes        S           Half                              1   WmI.  VariabU    Dyna.        -iS  Heoo/TBOi   May.         l   New  ft                /  Charlotte.   Greenville.   Spartanbuiv 
"           "'"                                 Release                  Comp.              1                  1       ifiia      1  Sinitle-pha.e     |       ft  And^n            =^      *~          -Hi 

Pituburgh.    Mar»    &    Butler    Ry.    Co..      33           33               G     Uu.auin.      Catenary 
Pittiburgh.  Pa.                                                                                           1 

1200    22,000     25    3    (1)       1500-lcw..    13»    750-kw.. 
Turbine     Genetator     S«U 
6000  volu.  Wm- 

2 

(4)  30O-kw.,  1200.VO11.  Syn.  Coo..  G.E. 

13 

3S 

(4>  G.E.  ZU-eoO  Volu 

47 

48 

0 

0 

U-NA        Ym       D 

&S.,      Xi,"""'"     "if-    "     "~       ife 

P.ttabur^.   Hwrnony.   Butler   *   N 

„., 

' 

4     U...2J, 

Double  Trolley 

i2oo|  i:t.200 

(»    3|    (2)   lftOO.kw.,Turbin«  Gcner 
1             alors.  Vi  300  G-B  also  pur 

4 

^61  -lOO-kw..  1200-roU.  3-umt  Syn.  M.C.  SelA 
(1)  SOO-kw..  laoO-volt.  3-uail  Syn.  M.G-  Sets; 

^&=- 

35 
32 

(4)  G.E,  205-aOO  Volu 
H)  W-322-eOO  Volu 

4S 

flO 

51 
F«t. 

41 

pr 

Yes        S 

h    1 

Half 
Pull 

Wal*r            Strol«ht                     22           WJ 

000/1200 

1908 

*                        Pittsburgh.  Butler.  Harmony  ft 
Ellwtwd  City.  Beaver  Falls  ft 



sas  City  Rvi.  Co. 

West        ■           "*^'    ■' 

5 

(4)  W-327-750  VolU 

HL-A 

Waler 

Comb.  St.  ft 
Auto.  G.E. 

C.P. 

25 

1200 

"la,-, 

New 

Kwaas  Cty,  St,  Joaeph  ft  Ex«U,or 

^  Brit  ft  Sorthwo  Rr-  Ont«io. 
CM. 

3    Power  purchased  irom  Hydro- 
Elec.  Pr.  Coniioissioo  ofOnt. 

{3)  500-kw.,  1500-voll  Syn.  Con.  (1  Portable) 
Cand.,  G.E. 

6 

40 

(4)  W-85-h.p.,  750  Volts 

45 

70 

3 

2 

60 

(4)  W-562-D-5,  750  Volts 

West. 

A-B 

Yes 

D 

Hall 

1500  Volts 

West. 
Automatic 

Dyna. 
Comp. 

IT 

1500 

Feb.. 

New 

Gall,  Brantford.  Sioaeoe  ft  Pt.  ttow 

Lt^daoi  Pott  St»oIey  Ky-.  l^aon.  «Jw- 

Catenary 

3    Power  purchiitJ  from.  Ontario 
Hydro-Elei    Hr.  Com, 

(4)  500-kw..  loOO-volt  Syn.  Con..  West. 

8 

51 

(4)  G.E.  225-750  Volts 

50 

56 

10 

3 

63 

(4)  G.E.  251-750  Volu 

M-NA 

Yes 

D 

Half 

Hoi 
Water 

Comb.  St. 
ft  Auto.  G.E. 

C.P. 
29 

25 

1500 

Steam 

(|»rTl«.d  Eleclnc  Ry.  Co..  Ann.polis. 

Catenary 

3     Power  purcho^i'J  from  Consol. 
Gas.  Elec.  Lt,  &.  Pr.  Co. 

2 

(5)  30O.kw.  Syn.  Con..  1200-volt,  d-c.  West. 

12 
lEx. 

40 

(4)  W.317-A-4.  600  Volts 

45 

52 

0 

I 

52 

(4)  W-562-600  Volw 

H-L-P 
NA 

Yes 

D 

Half 

Hot  Air 

W.-A.M.M. 

D.-2K. 

25J 

1200 

Jan., 
1914 

MOD  V^ts.  I* 

Baltimore  ft  Annapolis 

ffiS.  ASK«.-B.itle  Ctwk 

running 
Catenary 

3     Power   purdia^ed  from    Con- 
sumers   Pf.    Co..    Jackson, 
Mich. 

(8)  500-kw.,  1200.volt  Syn.  Con.  G.E. 

8 
2 
4 

70 
65 
65 

(4)  G.E.  239 

(2)  G.E.  239-1200  Volts 

(4)  G.E.  254-600  Volts 

70 
50 

52 

Fgt. 

4 
Exp. 

55 

(4)  G.E  239-1200  VolU 

M-NA 

Yes 

S 

Pull 

Ho(  Air 

Comb.  St. 
ft  Auto.  G.E. 

C.P. 
28 

■zT 

60 

1^15 

New 

Kalamaioo.  Grand  Rands    Alleoaa 
4  Battle  Crock                       ^^ 

Michigwi  Ry..  Flitn-B»y  Uty 

Third  Rail  Qvet- 

ninning 
Direct  Suspension 

3    Power  purchased  fron    Con- 
sumers   Pr.    Cc,    Jackson. 
Mich. 

(4)   500-kw.,    1200-volt  d^:.;  5000-vott  a-c. 
Styn.  Motor-Generator  Seu  G.E. 

12 

40 

(4)  W-333-aOO  Volts 

60 

55 

0 

0 

HL 

Yes 

S 

Full 

1200  VolU 

West. 
A.M.M. 

Dyna.    [25 
Comp.   1 

1200 

May. 

1914 

New  ft 
flOOVoIU 

Flint.  Saginaw  ft 
Bay  City 

Michjgia  R>-.,  Norlhirest  D.v..  Grand 

S-70 

sumersPr.Co. 

(2)  500-kw..  1200-volt  Syn.  Con,  G.E. 

10 

35 

(4)  W-333-600  Volts 

60 

55 

0 

0 

M 
NA 

Yes 

S 

Pull 

Hot 
Water 

West. 

Dyna. 

25 

1200 

May. 

600  Volts 

Grand     Rapids.     Holland    ft    Lake 

nokec.  WU. 

Catenary  Trolley 

38.000 

3     Part  of  an  Extensive  System 

U2)  300.kw.  ISyn.CoD..  600-volt.2inSeries 
(5)  500-kw.  /       G.E. 

11 

15 

43.1 
39,5 

(41  G.E.  205-600  Volls 
(4)  G,E.  207-600  Volts 

45 

61 

5U 

0 



M 

NA 

Trailers 
Only 

D 

Pull 

Hot 
Water 

West. 

D.-3  N 

~ 

MW/1200 

Mar.. 
1910 

33U0  VoUs 
Single-phase 

Milwaukee.  E.  Troy. 

N»*b«lJe-Gallaiu)  Inter.  Ry..  Nashville. 

27 

Direct  Suspension 

33.000     60 
Y 

3    Power  purcriased  from  Nash- 
ville Ry-  &  Lt.  Co. 

1 

13)  200-kw..  600-volt  Syn.  Con.,  2  in  Series, 
G.E.,  1  spare 

4 
lEi. 

38 

(4)  G.E.  205-600  Volts 

40 

50 

0 

0 

K 

No 

S 

Halt 

Hot  Air 

G.E.  Straight 

C.P. 
29 

25 

1200 

Apr.. 
1015 

New 

Nubvillc&GaUatin 

Fractuv^i.  Cal. 

IS 

18 

4 

S-70 

Catenary 

200 

11.000     60 

3    Power  purchased  from  Great 
Western  Pr.  Co. 

5 
1   Port 

(6)  750-kw..     1300-voIt      Syn.     M.G,     Sets; 

11,000-volt,  a-c.  West. 
(1)  300-kw.,  1200-volt  Syn.  M.G..  G.E. 

3  G.E. 
15  W. 

40 

(4)  G.E.  205-1200  Volta 
(4)  W-322-aOO  VolU 

55 

50 

18 

2 
2 
2 

49 
62 
35 

(4)  W-308-B,  600  Volts 
(4)  W-321.600  Volts 
(4)  G.E.  205-1200  Volts 

M-NA 

W-HL 

Yes 

fi 

Pun 

1200  Volts 

West. 

Dyna. 
Comp. 

2i2S 

12O0 

Sept.. 
1913 

New 

Oakland.  AnUoch.  Sacramento  ft 
San  Francisco 

Oregan  Etacmc  Ry..  Portlwid.  Ore. 

M 

80 

25 

S.70 
S-75 

Catenary 

200 

60,000     33 

3    Power  pur  hased  from  Port- 
land Ry  &  Lt,  Co. 

0 

I   Port 

6 

(6)  500-kw.,  600/1200  Syn.  Con. 

(T)  500-kw.,  1200-volt  Syn.  Con.  G.E. 

53 

SEx. 
1  W. 

45 

(4)  G.E.  205 

(4)  G.E.  222-600  Volts 

(4)  W-321-600  Volts 

45 

62 

28 

6 
4 

60 

50 

(4)  G.E.  212-600  volti 
(4)  G.E.  207-600  Volls 

M-A 

Yes 

D 

Full 

Hot 
Water 
1200  Volts 

West.  D-3 

3J 

1200 

Aug.. 
1912 

600  VolU 
ft  New 

Portland,  Salem,  Albany  ft  Eugene 

Pwafic  EtKiric  Ry..  Los  Angeles.  Cal. 

67 

gi.5 

1.7 

S-70 
S-75 

Catenary 

200 

15.000     50 

3  Power  purthiSKd  from  So.  Cal, 
Edison  Co. 

4 
1 

14)     1000-kw..    1200.volt    Syn.    M.G,    Sets; 

15.000-volt,  a-c.  G.E. 
(1)  1000-kw.,  1200-volt  M.G.  Set,  A.  C,  Co. 

24 
5 
44 

2 

54 
44 

(41  G.E.  254-600  Volts 
(4)  G.E.  222-600  Volts 
(4)  W-333-600  Volts 
(4)  W-557-600  Volts 

60 

60 

0 

10 

65 

(4)  W-3US-600  VolU 

M-A 

HL-A 

Yes 

D 

Full 

1200 

West 

Automatic 

Dyna. 
Comp. 

Sj 

1200 

May. 
1914 

600  VolU 

Los  Angeles,  San  Bernardino  ft 
Riverside 

Piedmonl  i  Northtto  Lines.  Charlotle. 

25 

2.1 

10 

S-80 

Catenary 

1500 

2.400     60 

13,200 
2.000 
44,000 

3    Power  purchased  from  South- 
em  Pr.  Co.  (Hydro-Elec) 

1   Port 

(12)   500-kw..  1500-volt,  3-unit  M.G.  Sets 
(6)  250-kw.  Syn.  Con.,  2  in  Series,  tor  1500- 
volt.  West, 

31 
2 

42 

(4)  W-321-750  Volts 
(2)  G.E.  217-750  Volts 

45 

60 

0 

6  W. 
fi  G.E. 

55 
64 

(4)  W-308-750  Volts 
(4)  G.E.  212-750  VoUs 

West. 
HL 
R-200 

Yes 

S 

Half 

West.  Variable 
Release 

Dyna. 
Comp. 

25 

1500/750 

May. 

1&12 

Newft 
Single-phase 

Charlotte.  Greenville,  Spartanburs 
ft  Anderson 

Piiwburgb.   Man   4    Ballet    Ry.    Co.. 
Pitta burati,  Pa- 

33 

33 

5 

5  tt.  2  }i  in. 
80 

Catenary 

1200 

22,000     25 

3    (1)      150(>kw..    (2)    750-kw.. 
Turbim.     Geneiator     Sets, 
6600  vo.ts.  West. 

2 

(4)  300-kw.,  1200-volt,  Syn.  Con.,  G.E. 

13 

38 

(4)  G.E.  225-600  Volts 

47 

48 

0 

0 

M-NA 

Yes 

D 

Full 

Hot 
Water 

G.E  Straight 
Air 

C.P. 
28 

•' 

600 

"iliis 

6600  VolU 
Sinale-phasc 

PitUburgh  ft  Butler 

PittsbiTBh.  Hiimony.  BuDfT  &   New- 
castle Ry. 

71 

82 

4 

M,.2j«i„. 

Direct  Suspension 
Double  Trolley 

1200 

13.200     60 

3    (2)  1.5004.W.,  Turbine  Gener- 
al irs,  1  ;,200  G-E  also  pur- 
chase Diiquesne  Lt.  Co. 

4 

(61  400-kw.,  1200-volt,  3-unit  Syn.  M.G.  Sets 

(1)  500-kw.,  1200-volt,  3-unit  Syn.  M.G.  Sets; 
G.E. 

(2)  250-kw.  Syn.  Con..  2  in  Series 
(2)  500-kw..  1200-volt.  3-unit,  and 

(2)  200-kw..  2-unit,  600-volt  Syn.  M.G.  Sets, 

2  in  Senes.  West, 
(2)  500-kw..  1200-voU  2-unit  M.G.  Sets,  G.E, 

22  G.E. 
7  W. 

2  G.E. 

35 
32 

(41  G.E.  205-600  Volts 
(4)  W-322-600  Volts 

(4)  G.E.  225-600  Volts 

45 

60 

51 
Fgt. 

0 

M-A 
P.C, 

Yes 

S 
ft 
D 

Halt 
Full 

Hot 
Water 

G.E.  Emer. 
Straight 

C.P. 
22 
30 
28 

Hi 

000 
flOO/1200 

'"lfc8 

Nc« 

Pittsburgh.  Butler,  Harmony  ft 
Ellwood  City,  Beaver  Palli  ft 
New  Castle 

Salt  -ake.  Garfield  ft  Western  Ry. 

20 

20 

1.25 

S-60 

Direct  Suspension 

1500 

44.000     80 

3    Power  purchased  from  Utah 
Pr.  it  Lt  Co. 

2 

(2)  600-kw.,  1500-volt,  Ind.  Motor  Gen.  Sets, 
G.E.  Automatic  Control 

6 

45 

(4)  G.E.  240-750/1500  V 

45 

56 

18 

0 

P.C. 

Yes 

D 

Full 

Hoi 
Water 

Comb.  St. 
ft  Auto,  G,E. 

C.P. 
28 

3--, 

1500 

Aug.. 

1910 

Steam 

Salt  Lake  City  ft  Saltair  Beach 

Salt  Lake  ft  Utah  Ry..  Salt  Lake  City. 
Utah 

77 

77 

1 

S-75 

Catenary  Trolley 

1500 

44,000   eo 

3    Power  purchased  from  Utah 
Pr.  &  U.  Co. 

4 

(12)  2o0-kw.  Syn.  Con.,  750-volt.  2  in  Series. 
1  spare,  West. 

2Ez. 

14 
2 

35 
44 
lU 

(4)  W-562-A-5-750  Volts 
(4)  W-334-E-750  Volts 
(2)  W-530-750  Volts 

50 

62 

0 

2 

50 

(4)  W-562-A-5-750  Volts 

HL-NA 
R-200 

Yes 

D 

Full 

1500  VolU 

West.  St,  ft 
Auto. 

Dyna. 
Comp, 

37 

1500 

July. 

1914 

New 

Salt  Lake  City,  Provo  ft  Payson 

Shore  Line  Electric  Ry.  Co..  Saybrook. 
Conn. 

56.4 

5S 

10.3 

S-70 

Catenary  and  Direct 
Suspension 

1200 

11.000     25 

3     (2)  1500-kw.,  Turbine  Gener- 
ator,      11.000-volt.      G.E. 

Saybrouk 

2 

(8J  200-kw.,  600-volt  Syn.  Con.,  2  in  Series, 

14 
8  W. 

30 

(4)  G.E.  217-600  Volts 
(41  G.E.  205-600  Volts 
(4)  W-327-600  Volts 

43 

44 

0 

0 

M-NA 

HL-NA 

Yes 

D 

(14)  Half 
(8)  Full 

1200  VolU 

Emer.  St,  ft 
Auto.  G.E. 

C.P. 
29-28 

25 

000/1200 

Sept.. 
1010 

Now 

New  Haven  &  New  London 

So.  Cambria  Ry.  Co.,  Johnstown.  Pa. 

27 

28 

0 

S-70 

Direct  SuBpenaion 
Double  Trolley 

1200 

None 

(2)    300-kw.,    600/1200-volt, 

(2)    500-kw..    600/1200-volt, 

Engine   Dnven  Gen..  G.E. 

0 

Direct  Feed 

10  G.E. 

38 

(4)  G.E.  205-600  Volts 
(4)  G.E.  217-600  VolU 

43 

50 

0 

1 

35 

(4)  G.E.  205-600  Volts 

M-NA 

IV. 

D 

Pull 

K„ 

Emer.  St. 
Air  G.E. 

C.P. 
22 

24 

000 

1010 

New 

Johnstown,  Ebcnaburg.  South  Fork, 
and  Nani-Y-Glo 

So.  Illinois  Ry.  &  Pr.  Co..  Harrisburg,  111. 

15 

17 

0 

S-80 

Catenary  Trolley 

1200 

33,000     60 

3    (2)  1000-kvv.,  2300-volt  Curtis 
Turbine  at  Muddy 

1 

(2)    300-kw,    Syn.    M.G.    Sets.    1200-voU. 
located  in  P.H.,  G.E. 

5 

40 

C4)  G.E.  205-600  VolU 

41 

46 

2 

0 

M-NA 

Yes 

D 

Half 

Hot 
Water 

Comb.  St.  ft 
Auto.  G.E. 

C.P. 
29 

I'o 

1200 

'?9i3 

New 

Eldorado,  Harrisburg,  Camrrs  Mills 

Southern  Pacific  Co.,  Electric  Division. 
Portland.  Ore 

146 

102 

i 

S-76 

s-eo 

Catenary 

1500 

13,200     60 
60,000 

3    Power  ourchased  from  Port- 
land Ry-,  Lt.  &  Pr.  Co. 

5 
1    Port 

(7)  .500-kw.,  1500-volt  Syn.  M.G.  SeW.  G.E. 
(4)  500-kw.,  7S0-volt  Syn.  Con.  West.,  2  in 
Scries 

30 
SEx. 

3  Mail 

51 

(4)  G.E.  205-750  Volts 

.50 

60 

U 

3 

60 

W-308-750  Volts 

M-A 

Yes 

D 
& 

S 

Pull 

1500  VolU 

West. 

Dyna. 
Comp. 

3.'j 

(k)0/1500 

"1914 

Steam  ft  New 

Portland,  Oswego,  McMinville. 
Forest  Grove,  Independence  ft 
Corvallis 

So.  Padfic  Railroad  (Oakland,  Alameda 
ft  Berkeley  Div.) 

118 

las 

0 

S-80 

Catenary 

1200 

13.200    25 

3    (2)5000.kv.Turb.Gen.West. 
(1)  2c.00An..  60/25-cycle  Freq. 
Ch.  Scl  G.E.  Pr.  also  pur. 
Gi,  Western  Pr.  Co. 

3 

(20J  750-kw.,  600-volt  Syn.  Con.,  2  in  Series, 

81 
10 

3=S' 

(4)  G.E,  207-600  Volts 
(4)  W.337-600  Volts 

40 
27 

88 
116 
52 

40 

0 

M-A 

HL 

Yes 

D 

Half 

West. 
A.M.M. 

West. 

arj 

1200 

Apr., 
1011 

Steam 

Oakland,  Alameda  ft  Berkeley 

Southwestern  Traction  &  Pt.  Co.,  New 
Iberia.  La. 

14 

14 

0 

5-60 

Catenary 

1200 

None 

(1)     200-kw..     1200-volt  d-c. 
Gen.  Engine   Driven,  G.E. 

0 

Direct  Feed 

3 

26 

(4)  G.E.  217-600  Volts 

36.5 

46 

0 

0 

K 

No 

D 

Half 

Stra-Bht  Alt 
G.E. 

C.P. 
29 

1200 

May. 
I9l2 

New 

New  Iberia  ft  Jeanerette 

Teias  Electric  Ry..  Dallas.  Texas 

158 

158 

0 
S 

fS 

Catenary 

1200 

66,000     60 

3    Purchased  (torn  Texas  Pr.  & 
Lt.  Co, 

6 
1    Port 

(4)  400-kw..  1200-volt  Syn.  M.G.  Sets 
(6)  400-kw.,  B00/1200.volt  Syn.  M.G.  Sets, 
G.E. 

22 
6  Ex. 

41 

(4)  G.E.  225-600  VolU 

65 

56 

12 

2 

25 

(4)  G.E.  225-600  Volts 

M-NA 

No 

5-D 
23 -S 

Full 

1200  VolU 

West.  A.M.N. 
C,E  Comp. 

C.P. 
29 

600 

Oct,, 
1913 

New 

Dallas,  Waco  ft  Corsicatia 

Tidewater  So.  Railroad  Co..  Stockton, 
Ca). 

33 

33 

0 

S-65 

Catenary 

12O0 

16.500     60 

3    Power  [lurchued  from  Sierra 
&  San  Frar.cisco  Pr.  Co. 

2 

(4)  200-kw.,  600-volt  Syn.  Con..  2  in  series. 

3 

30 

(4)  G.E.  201-600  Volts 

43 

40 

0 

1 

40 

(4)  G.E.  207-600  VolU 

M-A 

Yes 

D 

Half 

1200Volti 

West. 

Dyna, 
Comp. 

35 

600/1200 

Nov., 
1913 

New 

Stockton  ft  Modesta 

Toronto  Suburban  Ry..  Toronto,  Can. 

49 

GQ 

3 

S-70 

Catenary 

1500 

25,000     25 

3     Power     [mrchiised    from    To- 
ronto I'r.  Co 

3 

(41  500-kw.,  1500-volt  Syn.  Con.,  G.E. 

a)  500-kw..  1500-voU  Syn.  Coo.,  Cand.,  G.E. 

6 

45 

(4)  G.E.  240-750  Volts 

52 

56 

0 

0 

M 

NA 

Yes 

S 

Half 

Hot 
Water 

Comb.  St,  ft 
Auto.  G.E, 

C.P. 

28 

■^ 

750 

Nov.. 
1916 

New 

Toronto,  Ccorgelown  ft  Guclph 

""■"■'<  il^£..  Portland.  Ore. 

20 

-" 

0 

iSS 

Catenary 

1200 

60.000     33 

3     Panicc  puechaiEiI  from   Port- 
land Lt.  ft  P[.  Co. 

1 

(2)    500-kw.,    eOO-volt    Sya.    M.G.    Sets   in 
Series,  West. 

7 

40 

(4)  G.E.  73  and  205 
(4)  G.E.  205-600  Volts 

45 

62. 

3. 

1 

40 

M-A 

Ye* 

D 

FuU 

1200  VolU 

West. 
Auto. 

Weat. 

600/1200 

J''?913 

Utah-Idaho  Central  RatUoad  Co. 

97 

97 

0.2 

S-70 

Catenary 

150C 

44,000     60 

3    Power  purchastd  fron  Utah 
Power  &  Ll.  Co. 

3 

(5)     500-kw..    1500-volt    Syn.    M.G.    Sets, 

2.^00■voll  a-c.  West. 
(1)    500-kw..    1500-volt,    3-unit    M.G.    Set, 

2300-volt  a-c..  West. 

19 

45 

(4)  W-334-750  Volts 

47 

56 

6 

5 

1 

50 
30 

(4)  W-662-A.  750  Volls 
(4)  W-334-760  VoUs 

West. 
HL-NA 

Yes 

D 

Full 

1  500  VoUs 

West. 
A.M.M. 

Dynn. 
Comp. 

36 

1600 

Apr., 
1915 

New 

Ogden.  Logan  ft  Preston 

WaEhingtun.     Baltimore     &     Annapolis 
Elec.^.  R..  Baltimore.  Md. 

61 

103 

14 

S-80 

Catenary 

120C 

33.000     2 

3    Power  puithased  from  Polo- 
mac  Elec.  Pr.  Co. 

4 

(16J  300-kw..  800-volt  Syn.  Con.,  2  in  Series, 

53 

40 

(4)  G.E.  205-600  Volw 
(4)  G.E.  233-600  Volts 

~45~ 

54 

a 

3 

45 

(4)  G.E.  207-600  Volts 

M-A 

Yes 

D 

Half 

Hot  Air 

West. 
G.E.  Comp. 

C,P. 
29 

25 

1200 

Feb.. 
1010 

0600  VolU.  1^ 
ft  Steam 

Washington.  Baltimore  ft  Annapolis 

Waterloo.    Cedar    Palls    ft     Northern 

Waterloo.  Iowa 

60 

65 

S-72 

Catenary 

120( 

40,000     2 

3     (2)      1500-kw.,   (1,     3000-kw. 
Turbine  Genentor 

4 

(4)     500-kw..   1300-volt.     Syn.     Con..     Allis 
Chalmers  Co. 

8 
5 

47 
32 

(4)  W-333-600  Volts 
(4)  W-317-600  Volts 

60 

52 

5 

60 

(4)  W-308-600  Volts 

HL 

Yes 

S 

Full 

Hot 
Water 

West. 
A.M.M. 

Dyna. 

Comp. 

38 

1200 

Sept., 
1014 

Newft 
600  Volts 

Waterloo  ft  Cedar  Rapids 

Willamette  Valley  Southern  Ry. 

1      ^ 

30 

32 

0 

S-flO 

Catenary 

120( 

57,100     6 

3    Power  purchased  from  Port- 
land Ry.  &  Liidt  Co, 

2 

(2)  500-kw..  Syn.  M.G.  Sets.  1200-volt,  West. 

3 

34 

(4)  G.E.  240-600  VolU 

40 

58 

:i 

1 

50 

(4)  G.E.  207-600  Volu 

M-NA 

Yes 

D 

Pull 

200  Volt* 

West. 
Auto.  Air 

Dyna. 
Comp. 

25 

1200 

"1914 

New 

Oregon  City,  Beaver  Creek,  Mt, 
Angel 

FOREIGN  HIGH-VOLTAGE  DIRECT-CURRENT  RAILWAYS 

GENERAL  ELECTRIC 

Bethlehem  Chile  Iron  Mines  Co.,  Tofo, 
Chile 

15 

24 

0 

S-100 

Catenary 

2400 

2,300 

60 

3 

(2)  3500-k«  .  2300-voU  Tur- 
bine     GtQcraitr.      General 

Electric 

1 

(2)     1000-kw.,    3-unit,    2400-voh    d-c.    Syn. 
M.G,  Sets.  23O&-V0U  a-c.,  G.E. 

0 

3 

120 

(4)  G.E.  253-1200  VolU 

West. 

St.  ft  Auto, 

C.P. 
34 

150 

2400 

19)8 

New 

Tofo  Iron  Mines  ft  Cnis  Grande 

Hershey  Cuban  Ry.,  Cuba 

75 

81 

0 

S-85 

Catenary 

1200 

33,000 

60 

3 

(3)  2000-kw.  G.E.  Turbinea 

3 

(10)  600-kw..  600/1200  Syn.  Conv.  G.E. 

16 

29 

(4)  G.E.  263-600  VolU 

lie 

50 

0 

7 

00 

(4)  G.E.  251-«00  VolU 

P.C. 

Yes 

D 

Half 

None 

Comb.  St,  ft 
Auto. 

C.P. 
29 

26 

1200 

=%o 

Steam 

Havana  ft  MaUnias 

Imperial  Railways,  Japan 

20 

40 

4 

42  in. 

Catenary 

1200 

11,000 

25 

3 

(3)  150q-kw,.  n.OOO-voIt  Gas 
Eng.Allcmaion  Dick.  Kerr. 

I 

(2)   1000-kw.,  3-unit.   1200-volt  Syn.   M.G. 
Sets,  Siemens 

40 

40 

(4)  G.E,  244-flOO  VolU 

45 

45 

14 

M-A 

Yea 

Full 

G.E.  Comb. 
St.  ft  Auto. 

IDIS 

Steam 

Tokio.  Yokohama 

South  Uanchurian  Ry.,  China 



25 

43 

0 

S-50 
S-80 

Catenary 

1200 

2,300 

60 

3 

(3)  400-kw.,  1200-voU  Syn.  M.G,  SeU,  G.E. 

4 

35 

(2)  G.E.  205-1200  VolU 

25 

3 
10 

40 
56 

(4)  G.E,  206-600  VoUs 
(4)  G.E.  207-600  Volu 

M 

No 

D 

Half 

C.P. 

2fi 

1200 

1914 

Steam 

1  Victorian  Rys..  Melbourne,  Australia 

150 

325 

0 

85 
5  ft.,  3  in. 

Catenary 

1500 

20,000 

25 

3 

(fl)  _lO.000-kw.  PaiMns  Tur- 

15 

Syn.    Con.,  750  to  3000  kw.  each.     Total. 

400 

50 

(4)  G.E.  237-750  VolW 

52 

70 

4O0 

0^ 

M-A 

Yes 

D 

Half 

G.E.  Comp. 

C.P. 
29 

27 

1500 

May. 
1919 

Steam 

\                   •  To  be  transferred  to  Caicad 

eDiviti 

on  for 

reigbt 

«rvic«. 





313 


Summary  of  High-voltage  Direct-current  Railways 

By  W.  D.  Bearce 
Raii.wav  and  Traction  Engineering  Department,  General  Electric  Company 


T' 


W.  D    Bearce 


'HE  movement 
toward  higher 
direct-current  volt- 
ages began  with  in- 
terurban  railways  in 
1007,  when  the  Indian- 
apolis and  Louisville 
Traction  Rwy  ■  started 
operation  at  1200 
\'olts.  This  installa- 
tion was  followed 
shortly  afterward  by 
the  Pittsburgh,  Har- 
mony, Butler  &  New 
Castle  Rwy. and  many 
others.  In  1913,  the  Btitte,  Anaconda  & 
Pacific  Rwy.  adopted  2400  volts  direct  current 
for  a  30-mile  steam-road  electrification;  and, 
after  this  successful  demonstration,  3000  volts 
direct  current  was  selected  for  the  main  line 
electrification  of  the  Chicago,  Milwaukee  & 
St.  Patil  R.  R. 

The  universal  success  of  the  higher  di- 
rect-current trolley  voltages  is  due  in  a 
large  part  to  its  logical  development  from 
existing  well-tried  600-volt  equipment.  The 
first  1200- volt  car  eqtiipment  used  600-volt 
motors,  two  in  series,  followed  later  by  straight 
1200-volt  motors  on  the  Central  California 
Traction  lines.    From  this  point  it  was  only  a 


short  step  to  1200/2400-volt  and  1500/3000- 
volt  motors  for  steam-road  electrifications. 

Even  less  difficulty  was  encountered  in 
building  substation  equipment  for  the  higher 
\'oltages.  Synchronous  converters  are  oper- 
ating at  1500  volts  on  25  cycles  with  the  same 
success  as  600-volt  machines,  while  2400-volt 
and  3000-volt  motor-generator  sets  are  giving 
unquestioned  reliability  under  severe  service 
conditions. 

During  the  past  few  years  there  has  been 
little  progress  in  the  construction  of  inter- 
urban  railways,  due  to  adverse  financial  con- 
ditions, so  that  comparatively  few  new  high- 
voltage  direct-current  installations  have  been 
made.  The  accompanying  table  is  a  revision 
of  a  similar  tabulation  published  in  the 
General  Electric  Review,  November, 
1916,  and  contains  information  on  additional 
equipment  and  new  roads.  Notable  addi- 
tions to  this  table  include  the  Othello-Seattle 
Tacoma  Division  of  the  Chicago,  Milwaukee 
&  St.  Paul  R.  R.,  with  217  miles  of  road,  which 
has  been  electrified  with  3000-volt  direct- 
current;  the  Hershey  Cuban  Railway  in 
Cuba,  at  12U0  volts;  and  the  Salt  Lake, 
Garfield  &  Western  Railway,  at  1500  volts. 
Below  is  a  summary  of  high-voltage  lines  in 
the  United  States  and  Canada  grouped 
according  to  trolley  voltage. 


System 

Number  of 
Installations 

MILES 

ROLLING    STOCK 

Route 

Single  Track 

Cars 

Locomotives 

1200  volts 

1500  volts 

2400  volts 

3000  volts 

32 
9 
2 
2 

1847 

596 

40 

657 

2082 
630 
144 
871 

604 

134 

8 
0 

62 
29 
37 
61 

Total 

45 

3140 

3727 

746 

189 

314    April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


Control  for  1200  and  1500-volt  Car  Equipments 

By  R.  S.  Beers  and  C.  J.  Axtell 
Railway  Equipment  Department,  General  Electric  Company 


WITH  the  advent 
of  the  high- 
speed interurban  lines 
it  became  necessary 
to  increase  the  trolley 
voltage  in  order  to 
reduce  the  sub-station 
and  distribution  sys- 
tem investment.  The 
higher  voltages  which 
have  been  used  arc 
750,  S50  1000,  1200, 
and  1500.  The  last 
two  voltages  have  be- 
come standard  in 
America,  and  foreign 
adopting  them. 

With  these  higher  voltages  the  control 
differs  only  in  the  addition  of  "breaks"  or 
contacts,  increased  insulation,  and  auxiliary 
circuit  apparatus.  The  direct  control  of  the 
motors  is  accomplished  with  either  a  drum 


R.  S.  Beers 


countries    are  rapidly 


opening  the  contact- 
ors, thereby  entirely 
eliminating  the  elec- 
trical interlocks  re- 
quiredfor  this  purpose 
on  individually  oper- 
ated contactors.  This 
sequence  is  accom- 
plished by  mounting 
the  cams  on  a  shaft 
which  is  actuated  by 
a  single  air  cylinder 
with  two  pistons,  the 
air  being  governed  by 
two  magnet  valves. 
In  addition  to  the  cam  operated  contactors, 
the  complete  controller  contains  line  breakers, 
reverser  overload  and  accelerating  relays, 
thus  embodying  in  one  piece  of  apparatus 
all  of  the  motor  control  parts  except  the 
resistors  required  to  accelerate,  series-parallel, 
and  reverse  the  motors,  as  well  as  to  rupture 


C.  J.  Axtell 


controller  or  a  multiple-unit  controller,  the 
same  as  is  used  in  standard  600-volt  practice. 
On  small  cars  and  where  train  operation  is  not 
essential,  the  drum  controller  has  the  same 
advantages  that  it  possesses  for  (JOO-volt 
work.  In  a  large  majority  of  cases,  the  capac- 
ity of  the  cquif)ments  and  the  necessity  of 
train  operation  require  multiple-unit  control. 
The  latest  development  in  multiple-unit 
control  systems  is  one  in  which  the  individual 
contactors  are  closed  by  cams.*  The  use 
of  cams  is  advantageous  in  that  it  secures  an 
absolutely  definite  sequence  of  closing  and 

♦  This    method    of    control    is    commonly    known    as    the 
"Type  PC." 


the  motor  circuit  under  normal  and  over- 
load conditions. 

The  1200  and  1500-volt  car  equipment 
presents  many  interesting  features  on  account 
of  the  possible  variations,  due  to  operation  on 
existing  600-volt  lines,  in  the  source  of  energy 
for  the  auxiliary  circuits,  such  as  headlights, 
lights,  comj^ressor,  and  control. 

The  simplest  control  is  that  for  operation  at 
one  voltage.  With  the  exception  that  two 
motors  of  each  pair  are  permanently  con- 
nected in  series,  a  1200-volt  equipment  is 
similar  to  one  for  tiOO  volts.  Each  motor  is 
essentially  a  (iOO-volt  motor  having  its  wind- 
ings insulated  for  1200  volts. 


CONTROL  FOR  12UU  AND  1500- VOLT   CAR      OUIPMENTS 


315 


While  this  is  the  simplest  method  of 
operation,  in  the  majority  of  cases  it  is  also 
necessary  to  operate  at  some  lower  voltage, 
usually  (300  volts,  to  enter  cities  over  existing 
systems.  When  operation  on  the  lower  volt- 
age is  at  half  speed  the  main  motor  circuit 
is  unchanged,  though  it  is  necessary  to  change 
over  the  auxiliary  circuit  connections. 

A  third  motor-circuit  combination  arises 
when  it  is  required  to  operate  the  equipment 
at  full  speed  on  both  the  high  and  low-voltage 
sections  of  the  system.  Under  these  con- 
ditions the  simplicity  of  the  other  two  equip- 
nients  is  lost  to  a  considerable  degree,  for  it 
becomes  necessary  to  commutate  the  motors 
to  obtain  full  speed.  When  the  motors  are 
commutated,  the  current  capacity  of  the  other 
parts  of  the  circuit  must  be  increased  to  com- 
pensate. This,  in  detail,  means  additional 
length  and  double  cross-section  of  cables, 
and  the  commutation  of  motor  resistors  to 
obtain  a  smooth  acceleration  and  of  the  line 
breakers  for  capacity,  as  well  as  commutating 
the  overload  device  to  obtain  the  same  degree 
of  protection  with  both  voltages.  At  the  same 
time  it  is  necessary  to  commutate  some  of 
the  auxiliaries. 

In  many  cases  an  analysis  of  the  require- 
ments shows  that  the  simpler  equipment 
works  out  most  advantageously  in  both  city 
and  interurban  operation.  This  is  due  to  the 
fact  that  the  speed  for  which  the  interurban 
cars  are  normally  geared  cannot  be  economic- 
ally or  safely  used  in  city  operation.  Thus, 
the  600/1200-volt  equipment  operating  at 
half  speed  on  600  volts  automatically  accom- 
plishes,   without    complication,    that    which 


(Fig.  5).  also  that  a  further  simplification  will 
be  effected  by  omitting  the  commutating  con- 
nections of  the  compressor  and  motor  genera- 
tor if  operation  on  but  one  voltage  is  required. 
On  1200  and  1500-volt  equipments  it  is  the 
practice    to   use    a   low-potential    source   for 


Fig.  2. 


Commutating  Relay  for  Auxiliary  Circuits  When 
Operation  is  at  Half  Speed  on  600  Volts 


some  of  the  auxiliary  circuits.  Economy, 
safety,  and  reduction  in  size  of  apparatus  have 
been  the  deciding  factors  in  this  respect.  _  The 
auxiliaries  to  be  provided  for  are:  lights, 
headlights,    control,    compressor,    and   some- 


«k\«|'. 


Fig. 


3.     Commutating  Switch  for  Main  and  Auxiliary  Circuits 
When  Operation  is  at  Full  Speed  on  600  Volts 


some  operators  have  added  considerable 
apparatus  to  a  600-volt  equipment  to  obtain. 
Figs.  4  and  5  show  in  a  simple  manner  the 
connections  of  the  two  types  of  equipments. 
It  is  self-evident  that  the  equipment  for  half 
speed  on  600  volts  (Fig.  4)  is  much  simpler 
than   that   for   full   speed   on   both   voltages 


times   heaters.      Power  for  these   auxiliaries 
has  been  derived  in  the  following  ways: 

Direct  from  Trolley 

Lights,  headlight,  compressor,  and  heaters. 

"Potentiometer"  or  Resistance  Method 
Control. 


316     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Storage  Battery 

Lights,  headlight,  and  control. 

Dynamotor 

Lights,  headlight,  control,  and  compressor. 

Motor  Generator 

Lights,  headhght,  and  controL 

Supplying  the  car  lights  and  headlight 
with  power  directly  from  the  trolley  requires 
ten  lamps  connected  in  series,  thereby  causing 
a  loss  of  one  third  to  one  half  of  the  illumina- 


-/^Overl 


The  compressor  and  heaters  can  be  operated 
most  advantageously  direct  from  the  trolley; 
any  other  method  means  a  large  increase  in 
rotar>'  transforming  apparatus,  as  the  com- 
pressor and  heaters  are  a  very  large  percent- 
age of  the  total  auxiliary  load.  Where  it  is 
essential  that  the  heaters  or  compressors 
deliver  full  output  on  600  volts,  they  may 
have  their  circuits  changed  over  like  the 
motor  circuits. 

With  the  "potentiometer"  or  resistance 
method  of  obtaining  a  source  of  power  for  the 


Rcvcrscr 


600/1200  Volt  Chanqe-over  Connections 
-  of  Compressor  and  Motor  Generator 

Fig.  4.     Circuit  Connections  for  Half  Speed 
Operation  on  600  Volts 


Fig.  5. 


Circuit  Connections  for  Full  Speed 
Operation  on  600  Volts 


tion  if  a  single  lamp  burns  out.  With  a 
headlight  of  the  ordinary  luminous-arc  type 
there  is  an  energy  loss  of  over  4  kw.  in  the 
headlight  resistor.  The  fixtures  and  switches 
for  both  the  lighting  and  headlight  must 
necessarily  be  larger  and  more  expensive  than 
the  same  devices  for  lower  voltages.  Up  to 
the  present  time  the  use  of  a  high-power 
incandescent  headlight  operated  directly  from 
1200  volts  has  not  been  feasible,  due  to  the 
inability  to  arrange  the  filament  for  both 
illumination  and  safety. 


control,  certain  disad\-antages  are  inherent. 
Among  these  disadvantages  are:  a  waste  of 
energy  in  the  resistor,  a  var>-ing  voltage  of 
the  control  circuit  due  to  the  var>-ing  load,  an 
increased  size  of  the  master  controller,  due 
to  rupturing  the  high-voltage  circuit  through 
the  resistor  whenever  the  controller  is  turned 
off,  and  a  train  line  through  the  coupler  at 
trolley  potential.  Furthermore,  this  method 
does  not  provide  any  means  of  obtaining 
low-voltage  current  for  the  other  auxil- 
iaries. 


CONTROL  FOR  1200  AND  l.-jOO-VOLT  CAR  EOUIPMK    TS 


317 


The  second  method  of  obtaining  a  low- 
voltage  source  of  current  which  has  been  used 
to  a  limited  extent  is  a  storage  batterv.  A 
small  storage  battery  which  will  furnish 
enough  power  for  controlling  the  pneumatic 
cam  motor  controller  can  be  charged  in  series 
with  the  air  compressor  motor.  A  32-volt 
storage  battery  has  usually  been  selected  in 
order  to  keep  the  number  of  cells  at  a  mini- 
mum. Such  a  battery  will  not  furnish  suffi- 
cient energy  to  light  the  car,  as  the  energy  avail- 
able from  the  compressor  motor  is  limited. 

A  storage  battery  supplying  energy  for 
control,  car  lights,  and  headlights  must  be 
of  considerable  size,  as  during  the  winter 
season  lighting  is  required  for  10  to  14  hours 
per  day.     Aside  from  the  high  first  cost  and 


worked  out  satisfactorily,  due  to  the  fact 
that  cars  do  not  arrive  at  terminals  at 
regular  inten-als  and  can  not  be  held  over 
long  enough  to  obtain  the  proper  charge. 

With  a  storage  batten,'  on  the  car,  some 
means  of  automatic  regulation  for  maintain- 
ing a  constant  voltage  on  the  lights  and  head- 
lights must  be  provided,  as  the  regulation  of 
the  batteries  from  full  charge  to  discharge 
is  too  great  for  the  satisfacton'  operation 
of  the  lamps.  Furthermore,  a  storage  batten,' 
must  be  properly  maintained  by  skilled  labor; 
and  even  then  the  maintenance  for  such 
sen-ice  will  be  high  com_pared  with  other 
methods  of  obtaining  power. 

A  dynamotor  used  as  a  source  of  auxiliary 
power,    while    operating    satisfactorily    and 


Fig.  6a.     1200-voIt  Receptacle 


Fig.  6b.     32-volt   Receptacle,  Lamp,  and  Reflector 


heavy  weight  of  these  batteries,  the  serious 
problem  involved  is  to  find  some  method  of 
charging.  This  can  be  accomplished  in  one  of 
three  ways;  by  connecting  the  battery  in  the 
grounded  side  of  one  motor,  by  putting  a  separ- 
ate motor-generator  set  on  the  car  for  charg- 
ing, or  by  charging  the  batteries  at  the  ter- 
minal stations.  If  the  first  method  of  charg- 
ing is  used,  a  ven.-  high  ampere  capacity 
battery-  is  required  in  order  that  the  high 
accelerating  current  of  the  motor  does  not 
cause  rapid  deterioration  of  the  plates.  The 
second  method  involves  a  considerable  com- 
plication of  apparatus,  aside  from  the  motor- 
generator  set,  such  as  relays,  etc.,  to  charge 
the  battery  properly.  The  method  of  charg- 
ing at  the  terminal  has  been  employed  to  a 
certain  extent  on  Pullman  cars,  but  has  not 


providing  current  for  lights,  headlights,  con- 
trol, and  possibly  compressor,  has  the  dis- 
advantage that  to  be  built  of  an  economical 
size  it  must  divide  the  trolley  voltage  in  the 
ratio  of  about  two-to-one.  This  necessitates 
operating  the  lamps  in  the  car  connected  five 
in  series  which  does  not  afTord  as  flexible  or  as 
economical  an  arrangement  of  lighting  as 
when  the  lamps  can  be  connected  in  multiple. 
Also,  to  obtain  a  headlight  satisfactory  for 
high-speed  operation,  a  considerable  amount 
of  energ>'  is  wasted  in  a  headlight  resistor. 
The  voltage  variation  of  the  dynamotor  is 
practically  the  same  as  the  voltage  variation 
of  the  trolley  line,  since  the  machine  does  not 
provide  any  means  of  maintaining  uniform 
illumination  of  the  car  with  van,-ing  trolley 
voltage. 


318     April,  1920 


GENEIL\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


With  pneumatic  cam  control  equipments, 
the  most  satisfactory  source  of  power  is  a 
small  motor-generator,  mounted  on  the  car, 
furnishing  power  for  lights,  headlights,  and 
control.  The  set  furnished  on  such  equip- 
ments is  1.5  kw.  capacity,  the  motor  being 


interior  lighting  that  has  a  stronger  filament 
than  those  for  a  higher  voltage.  The  32-volt 
incandescent  headlight  has  been  adopted 
as  the  most  satisfactory-  one  obtainable, 
as  it  provides  not  only  a  powerful  direct 
beam  but  the  necessarv  diffused  illumination 


Fig.  7.     1  Jj-kw.  Motor-generator.  600  1200-volt  Motor,  32-volt  Generator 


designed  with  two  windings  and  two  com- 
mutators with  provision  for  connecting  these 
windings  in  series  when  operating  on  1200 
volts  and  in  parallel  when  operating  on  (500 
volts.  A  novel  design  of  generator  provides 
inherent  regulation  to  hold  a  practically 
constant  potential  of  32  volts  on  the  generator 
with  any  normal  variation  in  trolley  potential. 
A  potential  of  32  volts  for  the  auxiliary  cir- 
cuits was  selected  after  a  careful  study  of  the 
various  voltages  used  in  steam  railway  prac- 
tice. This  voltage  is  sufficiently  high  so  that 
troubles  from  loose  and  dirty  contacts,  inher- 
ent with  much  lower  voltages,  are  not  exper- 
ienced.   It  permits  the  use  of  a  lamp  for  the 

*  This  lighting  equipment  was  completely  described  in  the 
article  "An  Improved  System  for  Lighting  Interurban  Trolley 
Cars,"  by  W.J.  Walker,  General  Electric  Review,  Feb..  1918. 


at  the  sides  of  the  track.  The  32-volt  250- 
watt  incandescent  headlight  is  equal  in 
illumination  to  a  4-amp.  luminous  arc  head- 
light at  its  best  and  never  has  the  unstead- 
iness of  beam  inherent  with  any  arc  lamp. 

With  this  lower  voltage  lighting  in  the  cars 
all  lamps  are  connected  in  multiple,  so  that 
the  burning  out  of  a  single  lamp  does  not  affect 
the  illumination  of  any  of  the  other  lamps  and 
permits  the  use  of  any  number  and  size  of  lamps 
desirable  for  car,  vestibule  or  signs. 

The  inherent  regulation  of  the  motor-gen- 
erator means  a  unifoma  brilliancy  of  illumina- 
tion from  the  lamps  and  the  headlight  which 
is  most  agreeable  to  both  the  passengers  and 
crew.  It  is  obtained  without  any  moving  parts 
other  than  the  motor-generator.* 


ISOOvoIt  Controller.  Cover  in  Place 


319 


The  Public  Trusteeship  of  the  Boston 
Elevated  Railway 

By  Edward  Dana 
General  Manager,  Boston  Elevated  Railway  Company 

Several  years  ago  our  city  transportation  systems  called  to  the  public's  attention  the  fact  that  increasing 
cost  of  operation  on  the  one  hand  and  fixed  remuneration  for  service  on  the  other  were  assuming  the  charactei 
of  "the  devil  and  the  deep  blue  sea"  and  also  that  the  intervening  gap  within  which  the  companies  could 
remain  financially  sound  was  becoming  constantly  narrower.  The  engineer  responded  to  the  call  of  distress  and 
designed  more  efficient  equipment  to  retard  the  approach  of  the  devil,  but  the  deep  blue  sea  resisted  all  en- 
treaties to  recede  until  the  public  was  made  to  realize  that  the  funeral  of  the  traction  companies  would  be  its 
own  as  well.  Various  methods  have  subsequently  been  used  in  readjusting  the  rates  of  fare.  In  the  following 
article  Mr.  Dana  first  describes  the  events  which  led  up  to  the  Public  Trustee  plan  employed  in  operating  the 
Boston  Elevated  and  then  appends  a  brief  of  the  provisions  of  the  Trusteeship. — Editor. 


Events  Leading  Up  to  the  Trusteeship 


N' 


Edward  Dana 


'UMEROUS  arti- 
cles have  been 
WTitten  in  the  past 
two  years  relative  to 
the  appointment  of 
the  Ptiblic  Trustees  of 
the  Boston  Elevated 
Railway  Company, 
and  consequently  it 
may  be  interesting  to 
go  back  for  a  period  of 
ten  years  and  briefly 
state  a  few  of  the 
salient  facts  which 
were  brought  forth 
when  the  road  was  privately  operated,  and 
which  ultimately  led  to  the  necessity  for 
placing  the  road  imder  public  operation. 

In  response  to  an  order  adopted  in  June, 
1908,  by  the  Massachusetts  Senate,  the  Rail- 
road Commissioners  subsequently  reported 
that:  "A  careful  study  and  comparison  of 
systems  of  street  railways  in  Massachusetts 
and  elsewhere  show  no  grounds  for  serious 
criticism  of  the  service  rendered  in  this 
Commonwealth.  The  street  railway  com- 
panies here  are  fulfilling  their  functions  quite 
as  well  as  any  similar  utility  elsewhere." 
At  the  same  time,  early  in  1909,  one  of  the 
officials  of  the  Company  showed  that  the 
capital  invested  had  increased  58  per  cent  in 
five  years,  whereas  the  increase  of  earnings 
was  but  3.4  per  cent  and  that  "a  study  of  the 
foregoing  figures  shows  clearly  that  under 
the  present  system  of  fare  and  transfers  the 
company  is  rendering  a  greater  ser\'ice  than 
it  can  afford  for  the  compensation  received." 
Therefore,  as  early  as  1908,  although  the 
street  railways  were  satisfactorily  performing 
their  duties  to  the  public,  it  was  beginning 
to  be  recognized  that  the  capital  investment 
was  increasing  at  a  rate  all  out  of  proportion 
to  the  increase  in  return  to  the  companies. 


Again  in  November,  1910,  the  President 
of  the  Compan}%  at  a  hearing  before  the 
State  authorities,  stated  that  the  Company 
had  made  large  contributions  toward  trans- 
portation facilities;  that  whereas,  when  the 
West  End  property  was  taken  over  bv  the 
Elevated,  in  1898,  there  were  $26,000,000 
invested,  in  1910  there  were  upward  of  $81,- 
000,000;  that  the  company  had  undci-taken 
to  e.xpend  in  the  following  four  or  five  years 
$31,000,000,  making  a  total  investment  for 
1914  of  $112,000,000;  that  the  demands  for 
improved  facilities  had  increased  far  beyond 
the  increase  in  revenue;  and  that  the  Com- 
pany was  in  no  position  to  asstune  new 
burdens  in  the  way  of  subways  and  tunnels 
with  the  uncertainty  existing  as  to  the  future 
rettirn.  This  in  effect  was  a  protest  against 
the  constant  agitation  on  the  part  of  the 
public  for  extensions  of  the  subway  and 
tunnel  facilities,  on  all  of  which  the  Company 
had  to  pay  the  entire  interest  on  the  cost, 
as  well  as  to  contribute  a  certain  percentage 
on  the  cost  each  year  toward  an  amortization 
fund. 

In  the  years  1910  to  1914  constant  agitation 
was  made  for  additional  facihties  until,  in 
February,  1915,  the  President  of  the  Company 
before  a  committee  of  the  Massachusetts 
Legislature  protested  that:  "The  people  of 
Metropolitan  Boston  in  street  cars  are  getting 
more  than  they  pay  for,  or  as  I  prefer  to  put 
it,  they  ought  to  pay  more  for  what  they  are 
getting — and  the  investors  are  not  getting  a 
fair  return." 

No  relief  was  forthcoming  and  on  Alay  22, 
1916,  the  Company  asked  the  Governor  of 
^Massachusetts  to  request  the  Legislature 
to  make  provision  for  the  appointment  of  a 
commission  to  report  to  the  next  General 
Court  as  to  whether  in  its  opinion  "it  is 
advisable  for  the  State  to  take  any  action, 
either  by  way  of  legislation  or  otherwise,  with 
a  view  to  enabling  the  Company  to  obtain  a 


320     April,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  4 


net  revenue  adequate  for  its  corporate  and 
public  purposes;  and,  if  so,  what  action." 

In  September,  1916,  the  Company  through 
counsel  submitted  an  elaborate  report  as  to 
its  financial  condition  to  the  Special  Com- 
mission, and  in  it  said:  "The  present  finan- 
cial condition  of  the  Ele\-ated  Company  is 
due  to  the  following  three  causes. 

(1)  The  increase  in  cost  of  materials  and 

labor  has  made  it  impossible  to 
secure  the  reductions  in  operating 
costs  which  should  otherwise  have 
resulted  from  improved  methods 
and  increased  efficiency. 

(2)  The   enormous   increase    in    the    per- 

manent investment  has  been  at  a 
much  greater  rate  than  the  growth 
of  the  business  has  warranted. 

(3)  Owing  to  the  extension  of  the  length 

of  rides  in  connection  with  the  free 
transfer  system,  the  revenue  has 
not  been  increased  in  proportion 
to  the  service  rendered." 

This  statement  furtlier  said:  "Whatever 
action  is  recommended  by  this  Commission, 
it  should  include  some  arrangement  for  a 
period  of  years,  say  until  the  ex])iration  of 
the  present  subway  leases,  by  which  the 
Company  may  be  assured  of  six  per  cent 
dividends  so  long  as  it  is  properly  managed 
and  properly  performs  its  functions  as  a 
public  agent." 

The  result  of  the  investigations  of  this 
Special  Commission  of  19  Hi  was  the  passing 
of  an  Act  by  the  Legislature  providing  for  an 
investigation  of  the  Company-  b\-  the  Public 
Service  Commission;  and  at  the  same  time 
another  commission  was  appointed  by  the 
Legislature  to  investigate  the  situation  on 
all  the  street  railways  of  the  State,  to  look 
into  the  situation  all  over  the  country,  and 
to  report  as  to  what  might  be  accomplished 
toward  relief  of  the  street  railwa\-  jirop- 
erties. 

In  appearing  before  the  Street  Railway 
Investigation  Commission  in  1917,  the  Presi- 
dent of  the  Company  said:  "I  suggest  to 
your  honorable  Commission  the  expediency 
of  recommending  to  the  next  Legislature  the 
enactment  of  legislation  to  accomplish  the 
result  of  iiermitting  street  railway  companies 
to  fix  what  they  believe  to  be  fair,  i)rt)pcr 
and  necessar\-  taritTs,  subject  to  corrective 
supervision." 

*  This  section  of  the  article  was  prepared  by  Mr.  H.  C.  Clark 
for  the  purpose  of  outlining  the  details  of  the  Act,  and  is  here 
being  reprinted  from  Aera^  October,  .1919. 


Early  in  1918  the  Special  Street  Railway 
Investigation  Commission  reported  to  the 
Legislature  recommending  among  other  things 
a  service-at-cost  act  for  the  street  railways, 
and  shortly  thereafter  the  Public  Service 
Commission  recommended  as  a  result  of  its 
investigation  of  the  Elevated  Railway  that 
the  Company  should  be  placed  under  public 
control  under  a  Board  of  Trustees  of  five 
members. 

The  Company  at  this  time  was  in  dire 
straits  financially.  The  country  was  at  war, 
the  cost  of  material  and  labor  were  mounting 
with  rapid  bounds,  the  cost  of  new  subway 
and  tunnel  extensions  together  with  the 
greatly  increased  capitalization  of  the  prop- 
erty itself  were  bringing  the  results  pre- 
dicted; and  finally  on  March  1,  19 IS,  Samuel 
W.  McCall,  Governor  of  Massachusetts,  sent 
a  special  message  to  the  Legislature  stating: 
"I  am  convinced  that  immediate  action  on 
this  subject  is  necessary  in  the  interest  of  the 
public,  as  well  as  those  who  own  and  operate 
the  Elevated  Railway." 

The  following  month  a  bill  was  reported 
from  the  Committee  on  Metropolitan  Affairs 
to  the  Legislature  containing  the  Trustee 
plan,  and  on  May  22,  1918,  the  plan  as 
finallv  appro\-ed  was  passed  under  Chapter 
l.'>9  o'f  the  Special  Act  of  1918.  A  Board  of 
five  Trustees  was  appointed  b>'  the  Governor 
and  took  office  on  July  1st  following. 

It  is  interesting  to  note  that  over  nine 
years  elapsed  from  the  time  that  the  officials 
of  the  Company  first  began  pointing  out  the 
impossibility  of  increasing  capital  invested 
for  impro\-ed  facilities  way  out  of  proportion 
to  the  increase  in  revenue  obtained,  and  that, 
entirely  apart  from  the  foregoing  brief 
sketch  of  salient  points  leading  up  to  the 
establishment  of  Public  Trustees,  the  Com- 
pany and  its  affairs  were  constantly  in  the 
public  eye.  There  has  been  nothing  hasty 
in  the  action  of  placing  the  Boston  Elevated 
Railway  under  public  control.  It  is  merely 
the  careful  working  out  of  a  situation  that 
had  been  developing  for  a  niunber  of  years 
previously. 

Provisions  of  the  Trusteeship* 
1.  Life 

The  period  of  public  operation 
specified  in  chapter  l.'^9  of  the  special 
acts  of  the  Massachusetts  Legislature 
of  1918  is  ten  years  from  the  date 
when  the  act  took  effect,  but  luiless 
tenninated  by  the  State  continues 
indefinitely.     {Stxs.  1  and  /i.) 


THE  PUBLIC  TRUSTEESHIP  OF  THE  BOSTON  ELEVATED  RAILWAY       Sm 


2.   Rcneii'als 

Public  operation  and  management 
shall  continue  after  the  expiration  of 
the  ten-year  period  until  such  time  as 
the  Commonwealth  shall  elect  to 
discontinue  it.     {Sec.  12.) 

'.i.  Forfeiture 

By  appropriate  legislation,  passed 
not  less  than  two  j-ears  before  the  date 
fixed  for  termination,  the  Common- 
wealth may  tenninate  public  manage- 
ment, either  at  the  expiration  of  the 
ten-year  period  or  at  any  time  there- 
after. {Sec.  12.) 
Municipal  Purchase 

1.  By  the  City  (in  this  instance  bj^  the 
Commonwealth  or  any  political  sub- 
division thereof) : 

(a)  When  Purchas  ^  Can  be  Made : 
Under  provisions  of  the  act,  at  any 

time  during  the  period  of  public 
management  and  operation;  under 
the  State's  power  of  eminent  domain, 
at  any  time.     {Sec.  16.) 

(b)  Terms  of  Purchase : 

Upon  the  assumption  of  the  Com- 
pany's outstanding  indebtedness  and 
liabilities  and  the  paA-ment  of  an 
amount  in  cash,  equal  to  the  amount 
paid  in  cash  by  its  stockholders  for  its 
stock  then  outstanding.    {Sec.  16.) 

Readjustment  of  this  provision 
in  order  to  meet  conditions  which 
would  arise  through  the  purchase, 
the  terms  of  which  are  already 
provided  by  law  previously  enacted, 
of  the  West  End  Street  Railway 
Company,  now  leased  by  the  Boston 
Elevated  Railway  Company  is  pro- 
vided for,  but  the  principle  involved 
is  the  same.     {Sec.  16.) 

2.  By  License  of  City  (in  this  case  by 
the  State  or  any  political  subdivision 
thereof) : 

No  provision  for  purchase  by  license. 
Control 

1.   Corporate  Autonomy 

The  Company  practically  surrenders 
its  corporate  autonomy.  A  Board  of 
Directors  is  retained,  elected  by  the 
stockholders,  but  the  President,  Treas- 
urer, Clerk  and  all  other  officers  of  the 
Company  are  appointed  and  may  be 
removed  by  the  Public  Trustees.  The 
Directors  shall  "have  no  control  over 
the  management  and  operation  of  the 
street  railway  system,  but  its  duties 
shall  be  confined  to  maintaining  the 


corporate  organization,  protecting  the 
interests  of  the  Corporation  as  far  as 
necessary,  and  taking  such  action 
from  time  to  time  as  may  be  deemed 
expedient  in  cases,  if  an3%  where  the 
Trustees  cannot  act  in  their  place." 
{Sec.  J,.) 

The  Trustees  shall  allow  the  Board 
of  Directors  from  each  year  such  siun 
as  may  be  deemed  reasonable  to  pro- 
vide for  the  corporate  organization 
and  enable  the  Board  of  Directors  to 
perform  its  duties.     {Sec.  4-) 

2.  Of  Service 

(a)  Within    Municipality     (This    Act 

provides  for  State  control  regard- 
less of  municipal  divisions) : 
The  control  of  service  lies  entirely 
with  the  Board  of  Trustees.  The  act 
provides  that  they  "shall  determine 
the  character  and  extent  of  the  ser- 
vice and  facilities  to  be  furnished, 
and  in  these  respects  their  authority- 
shall  be  exclusive  and  shall  not  be 
subject  to  the  approval,  control  or 
direction  of  any  other  State  Board 
or  Commission."     {Sec.  2.) 

(b)  Outside  of  Municipality : 
Powers   of   Trustees   extend   over 

entire  system. 

3.  Extensions,  Betterments  and  Permanent 
Improvements 

(a)  Definitions : 

The  act  contains  no  definition  of 
Extensions,  Betterments  or  Per- 
manent Improvements. 

(b)  Within  Municipality  (This  Act 
proA'ides  for  State  control  regardless 
of  municipal  divisions) : 

The  State's  control  is  complete, 
except  that  contracts  for  the  opera- 
tion or  lease  of  subways,  elevated 
or  sm-face  lines,  or  extensions  thereof 
beyond  their  present  limits,  may  not 
be  made  if  they  involve  the  pa^Tnent 
of  rentals  or  other  compensation 
by  the  Company,  after  the  period 
of  management  and  control  by  the 
State,  unless  consented  to  by  the 
Company's  Board  of  Directors.  How- 
e\-er,  surface  lines  may  be  construct- 
ed, or  purchased,  beyond  the  limits 
of  existing  lines,  even  should  the 
Board  of  Directors  refuse  if,  after 
a  public  hearing,  the  Board  of 
Trustees  decide  that  public  necessity 
and  con\-enience  requires  their  con- 
struction or  operation.     This  power 


322     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


lapses,  when  the  Commonwealth  has 
passed  legislation  providing  for  the 
termination   of   pubHc   control   and 
operation.     (Sec.  3.) 
(c)  Outside  of  Municipality: 

Powers  of  Trustees  extend  over 
entire  system. 

4.  Capitalization,  Finances  and  Accounts 

(a)  Ordinary-  Expenses: 

Control  complete.     {Sec.  2.) 

(b)  Securities: 

The  Trustees  have  authority  to 
make  contracts  in  the  name  of  the 
Company  and  to  issue  stocks,  bonds 
and  other  evidences  of  indebtedness 
in  its  behalf.     {Sec.  3.) 

In  spite  of  the  fact  that  the  Com- 
pany, by  the  acceptance  of  the  act, 
has  consented  to  this  power  being 
lodged  in  the  Board  of  Trustees,  the 
Board  of  Directors  are  required  by 
the  provisions  of  the  act  to  take  such 
action  as  they  may  be  requested  to 
by  the  Board  of  Trustees  to  validate 
its  acts  in  relation  to  the  issuance  of 
securities.     {Sec.  4-) 

(c)  Bookeeping: 

Control  in  hands  of  Trustees. 

(d)  Methods  and  Practices: 
Control  in  hands  of  Trustees. 

5.  Use  of  Tracks,  etc.,  by  Other  Companies, 

No  pro\asions  covering  these  matters 
in  the  act,  but  as  Sec.  2  takes  juris- 
diction away  from  the  Public  Ser\-ice 
Commission,  that  body  is  now  without 
power  to  order  joint  use  of  track. 

6.  Machinery  of  Control 

(a)  Power,  Where  Lodged: 

All  control  is  lodged  in  a  Board 
of  five  Trustees,  appointed  by  the 
Governor,  with  the  advice  of  his 
Council.  Their  term  is  ten  years, 
the  fixed  period  of  public  manage- 
ment and  control.  If  this  period  is 
extended,  their  successors  may  be 
appointed  for  a  like  term,  but  not 
for  longer  than  public  management 
and  control  shall  continue.  They 
shall  own  no  stock,  or  other  securities 
of  the  Company,  or  companies  leased 
or  operated  by  it.  They  receive 
§5,000  a  j-ear,  each,  paid  by  the 
Company.  They  may  be  removed 
for  cause  by  the  Governor,  with  the 
advice  and  consent  of  the  Council. 
Vacancies  are  filled  by  the  Go\^emor 
with  the  consent  of  the  Council. 


The  Trustees  are  relieved  by  the 
act  from  the  legal  inhibition  against 
the  emplo>"ment  by  the  Company  of 
any  person  at  the  instigation  of 
public  officers,  in  so  far  as  it  might 
apply  to  them  as  public  officers. 
In  other  respects  they  are  subject 
to  the  laws  of  the  State  governing 
public  officers,  as  are  the  Directors 
of  the  Boston  Elevated  Railway 
Company.     {Sec.  1.) 

In  the  manangement  and  opera- 
tion of  the  Company,  the  Trustees 
shall  be  deemed  to  be  acting  as 
agents  of  the  Boston  Elevated  Rail- 
way Company  and  not  of  the  Com- 
monwealth, and  the  Company  is 
liable  for  their  acts  as  if  they  were  in 
Company  employ;  but  the  Trustees 
shall  not  be  held  personallv  liable. 
{Sec.  2.) 

A  majority  of  the  Board  con- 
stitutes a  quorum  for  the  transac- 
tion of  business.     {Sec.  2.) 

(b)  Administration: 

The  affairs  of  the  Company  are 
administered  by  the  Board  of  Trus- 
tees, a  majority  of  whom  shall 
constitute  a  quonun.     {Sec.  2.) 

(c)  Powers  and  Duties  of  Administra- 
tive Body  or  Officer.  The  Board 
of  Trustees  shall: 

Manage  and  operate  the  Company 
and  the  properties  owned,  leased  or 
operated  by  it.     {Sec.  2.) 

Exercise  all  the  rights  and  powers 
of  the  Companv  and  its  directors. 
{Sec.  2.) 

Appoint,  and  remove  at  its  direc- 
tion, the  President,  Treasurer,  Clerk, 
and  all  other  officers  of  the  Companv. 
{Sec.  2.) 

Fix  and  regulate  fares,  including 
the  issue,  granting  and  withdrawal 
of  transfers  and  the  imposition  of 
charges  therefor.     {Sees.  2,  6,  7,  10.) 

Determine  the  character  and  ex- 
tent of  the  ser\-ice  and  the  facilities 
to  be  furnished.     {Sec.  2.) 

Receive  and  disburse  the  income 
and  funds  of  the  Company.   {Sec.  2.) 

Make  contracts  in  the  name  of  and 
in  behalf  of  the  Company.  For  limi- 
tations, see  Control,  4  (h).    {Sec.  3.) 

Issue  stocks,  bonds  and  other 
e\-idences  of  indebtedness  for  the 
Companv.  For  limitations,  see  C 
4  (.b).     (Sec.  3.) 


THE  PUBLIC  TRUSTEESHIP  OF  THE  BOSTON  ELEVATED  RAILWAY       323 


Collect  from  the  Commonwealth, 
at  stated  intervals,  sums  sufficient 
to  make  up  deficiencies  in  the  Re- 
serve Fund,  caused  by  the  failure  of 
revenue  to  pay  the  cost  of  service. 
{Sec.  11.) 

Repay  to  the  Commonwealth, 
when  the  condition  of  the  Reserve 
Fund  pennits  it,  moneys  received  to 
make  up  deficiencies.     {Sec.  11.) 

Borrow  needed  sums  in  antic- 
ipation of  pa}Tnents  by  the  Com- 
monwealth to  make  up  deficiencies 
in  Reserve  Fund.     {Sec.  11.) 

Maintain  the  property  of  the  Com- 
pany in  good  operating  condition  and 
provide  for  depreciation,  obsolescence 
and  rehabilitation.     {Sec.  IS.) 
6.  Arbitration 

(a)  Machinery  for: 

No  provision  is  made  for  arbitra- 
tion. In  the  event  that  the  Trustees 
desire  to  make  extensions  to,  con- 
struct, or  purchase  surface  lines 
beyond  the  limits  of  existing  lines 
and  the  Board  of  Directors  of  the 
Company  refuses  consent,  on  the 
ground  that  it  entails  rentals,  or 
other  obligations,  upon  the  Com- 
pany after  the  period  of  public 
management  and  control,  the  Trust- 
ees are  required  to  hold  a  public 
hearing.  After  such  hearing  they 
may,  however,  decide  that  public 
necessity  and  convenience  requires 
the  construction  of  the  proposed 
line,  under  which  circumstances 
they  may  proceed  with  its  exten- 
sion, construction  or  purchase,  de- 
spite the  failure  of  the  Board  of 
Directors  to  consent.     {Sec.  3.) 

(b)  Powers   of  Arbitration   Boards: 

No  arbitration  boards  provided 
for. 

(c)  Penalties: 

No  arbitration  provided  for. 

(d)  Expenses  of  Arbitration: 

No  arbitration  provided  for. 
Return 

1.  Initial  ]'alne 

No  initial  value  is  fixed.  The  act  pro- 
vides for  the  payment  of  rentals  interest 
on  all  indebtedness,  fixed  dividends  on 
preferred  stock,  and  dividends  on 
common  stock  at  stipulated  rates.  The 
capitalization  of  the  Company  at  the 
time  of  the  taking  effect  of  the  act 
was  thus  recognized.     {Sec.  6.) 


2.  Added  Value 

No  provision  is  made  for  added  value. 
The  Trustees  have  the  power  to  issue 
stocks,  bonds  and  other  evidences  of 
indebtedness  and  may  fix  the  rate  of 
return  thereon,  excepting  that  the  re- 
turn on  common  stock  is  limited  by 
the  provisions  of  Section  6.  (See 
Return,  4,  Return  on  Common  Stock.) 
{Sec.  3.) 

3.  Deductions  from  Value 

None. 

4.  Rate  of  Return 

On  Rented  Property — rents  stipu- 
lated in  lease.     {Sec.  6.) 

On  Indebtedness — interest  fixed  by 
securities  or  other  evidences  of  in- 
debtedness.    {Sec.  6.) 

On  preferred  stock — fixed  dividends. 
{Sec.  6.) 

On  special  issue  of  preferred  stock 
authorized  by  act  to  provide  $2,000,000 
for  betterments  and  improvements 
and  .SI, 000, 000  to  provide  a  Reserve 
Fund — fixed  dividends  not  to  exceed 
seven  per  cent.     {Sec.  6.) 

On  Common  Stock — five  per  cent 
for  the  first  two  years  of  the  ten-year 
period  of  public  management  and 
control;  five  and  one-half  per  cent 
for  the  next  two  years,  and  six  per 
cent   thereafter.     {Sec.  6.) 

5.  Additional  Alloivances 

None. 

6.  Assurance  of  Return 

If,  on  the  last  day  of  June,  or  the 
last  day  of  December,  in  any  year, 
the  amount  in  the  Reserve  Fund  shall 
be  insufficient  to  make  good  any 
deficiency  in  the  cost  of  service,  the 
Trustees  shall  notify  the  Treasurer  and 
the  Receiver  General  of  the  State  of 
the  amount  of  such  deficiency,  less 
any  amount  remaining  in  the  Reserve 
Fund,  and  the  State  shall  thereupon 
pay  over  to  the  Trustees  the  amount 
so  ascertained,  which  shall  be  used  for 
the  purpose  of  paying  such  deficiency, 
{Sec.  11.) 
Pending  the  payment  of  this  simi  by  the 
State,  it  shall  be  the  duty  of  the 
Trustees  to  borrow  such  sums  as  will 
enable  them  to  meet  all  deficiencies, 
including  dividend  payments.  {Sec.  11.) 

If,  on  the  last  day  of  June,  or  the 
last  day  of  December  of  any  year, 
the  Reserve  Fund  shall  exceed 
the  original   $1,000,000,    the   Trustees 


324    April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


shall  apply  the  excess,  so  far  as 
necessarv',  to  the  reimbursement  of 
the  State  for  the  money  advanced  to 
to  the  Trustees  to  meet  deficiencies. 
(Sec.  11.) 

The  Treasurer  and  Receiver  General 
of  the  vState  may  borrow,  if  necessa.-y, 
the  money  with  which  to  pay  the 
deficiencies  ascertained  by  the  Receiver 
General.     {Sec.  11.) 

The  amounts  so  paid  to  the  Trustees 
shall  be  assessed  upon  the  cities  and 
towns  in  which  the  Company  operates 
by  an  addition  to  the  State  tax  ne.xt 
levied,  in  proportion  to  the  number  of 
persons  in  said  towns  and  cities  using 
the  service  of  the  Company  at  the  time 
of  the  pa\-ment,  this  proportion  to  be 
ascertained  b}'  the  Trustees  and  cer- 
tified to  the  Treasurer  and  Recei\^er 
General.  {Sec.  14-) 
Cost  of  Service 

1.  Definition 

The  cost  of  the  ser\-ice  includes: 

Operating  expenses, 

Taxes, 

Rentals, 

Interest  on  indebtedness, 

Depreciation, 

Obsolescence, 

Losses  in  respect  to  property  sold, 
destroyed  or  abandoned. 

All  other  exi:)enditures  and  charges 
which,  under  the  laws  of  the 
Commonwealth  now  or  here- 
after in  effect,  may  be  prop- 
erly chargeable  against  income 
or  sur]ilus. 
Fixed  di\-idends  on  preferred  stock: 

Di\idends  on  par  value  of  com- 
mon stock,  at  five  per  cent, 
for  first  two  }-ears  of  period  of 
public  control  and  manage- 
ment; five  and  one-half  per 
cent  for  next  two  years,  and  six 
per  cent   thereafter.     {Sec.  6.) 

2.  Allowances 

(a)  Operating: 

No  allowances  are  fixed  by  the 
Act.  Expenditures  are  made  in  the 
judgment  of  the  Trustees. 

(b)  Maintenance,  Repair  and  Renewal : 
Nc  allowances  fixed  by  the  Act. 

Expenditures  are  made  in  the  judge- 
ment of  the  Trustees. 

(c)  Depreciation: 

The  allowance  for  depreciation  is 
specificalh-  left  to  the  judgement  of 


the  Trustees.  They  are,  however, 
required  to  pro\'ide  for  obsolescence 
and  "losses  in  respect  to  property 
sold,  destroved  or  abandoned."  {Sec. 
6.) 

The  Trustees  are  further  required 
to  maintain  the  property  in  "good 
operating  condition  and  to  make 
such  pro\-ision  for  depreciation,  ob- 
solescence and  rehabilitation,  that, 
upon  the  expiration  of  the  period  of 
public  management  and  operation, 
the  propert}-  shall  be  in  good  operat- 
ing condition."  (Sec.  13.) 
3.  Special  Tax  and  Impost  Features 

No  special  taxes  or  imposts  are 
pro\aded  for,  but  the  Act  contains  the 
following  declaration :  "  Nothing  here- 
in contained  shall  be  held  to  affect  the 
right  of  the  Commonwealth  or  any 
subdivision  thereof  to  tax  the  Com- 
pany or  its  stockholders  in  the  same 
manner  and  to  the  same  extent  as  if 
the  Company  had  continued  to  man- 
age and  operate  its  own  propertv." 
{Sec.  2.) 
Fares 

1.  Schedule  of 

The  Trustees  were  required,  within 
sixty  days  of  the  taking  effect  of  the 
Act,  to  put  into  operation  rates  of 
fare,  which  in  their  opinion  ivere 
sufficient  to  pay  the  cost  of  the  ser- 
vice, and  within  sixty  days  thereafter 
to  adopt  a  schedule  of  eight  different 
grades  of  fare,  four  abo\-e  and  four  below 
the  rate  first  established,  and  to  at  all 
times  keep  the  schedule,  so  that  there 
shall  be  four  grades  above  and  four 
below  the  rate  in  effect  at  the  time. 
{Sec.  7.) 

The  Trustees  may  at  any  time 
change  the  schedule  so  as  to  alter  the 
rates,  or  the  method  and  basis  of 
charges  for  fares  and  transfers.  {Sec. 
7.) 

2.  How  fixed 

The  Comi^any  was  required,  before 
the  Act  took  effect,  to  ])ro\-ide  the 
sum  of  Sl.OOO.dOO.  through  the  sale 
of  its  preferred  stock,  to  be  used  as  a 
Reserve  Fund.  {Sec.  o.)  This  fund 
can  be  used  only  for  making  good  any 
deficiencies  in  cost  of  ser\-ice,  or  for 
reimbursing  the  Commonwealth  for 
moneys  advancetl  to  meet  .such  defi- 
ciencies.    (5t'f.  S.) 


THE  PUBLIC  TRUSTEESHIP  OF  THE  BOSTON  ELEVATED  RAILWAY       325 


Into  the  fund  is  paid  any  surplus 
remaining  after  the  cost  of  service  is 
paid,  and  from  it  is  taken  any  amount 
needed  to  meet  deficiencies  in  the  cost 
of  service.     (Sec.  9.) 

If,  at  the  termination  of  the  period  of 
pubHc  manaj^'cment  and  operation,  the 
Reserve  Fund  shall  contain  less  than 
the  amount  contributed  thereto  by 
the  Company,  the  vState  shall  pay  to 
the  Company  the  deficiency.  If,  on 
the  other  hand,  there  is  a  surplus  in 
the  fund,  it  shall  become  the  property 
of  the  State,  which  shall  distribute  it 
among  the  cities  and  towns  served  by 
the  Company,  in  proportion  to  the 
number  of  people  in  such  cities  and 
towns  using  the  Company's  service 
at  the  date  of  the  tennination  of  the 
period  of  jniblic  management  and 
operation.     {Sec.  13.) 

If,  on  the  last  day  of  any  Septem- 
ber, December,  March,  or  June,  the 
amount  in  the  Reserve  Fund  shall 
exceed  by  thirty  per  cent  the  amount 
originally  established  and,  for  the  pro- 
ceeding three  months,  income  shall 
have  exceeded  the  cost  of  service,  the 
Trustees  are  required  to  put  into  effect 
the  next  lowest  rate  of  fare  in  the  fare 
schedule;  and,  if  on,  the  same  dates  the 
amount  in  the  fund  shall  be  less  than 
seventy  per  cent  of  original  sum  and, 
for  the  preceding  three  months,  income 
shall  have  been  less  than  the  cost  of 
service,  they  are  required  to  put  in 
effect   the  next   higher  fare.      In   like 


manner  the  fare  shall  continue  to  be 
increased  or  decreased,  as  the  case  may 
be,  on  succeeding  quarterly  dates. 
In  determining  the  state  of  the  Reserve 
Fund,  money  received  from  the  State 
and  paid  therein,  and  for  which  the 
State  has  not  been  reimbursed,  shall 
first  be  deducted.     {Sec.  10.) 

Transportation  of  Freight,  Express,  Etc. 
No  provisions  are  made  for  the  trans- 
portation of  freight,  express,  etc.,  such 
matters  being  under  the  jurisdiction  of 
the  Trustees.     {Sec.  2.) 

Special  Provisions 

1.   When  Grant  Expires 

When  the  period  of  public  manage- 
ment and  operation  expires,  the  Com- 
pany is  given  the  right  to  fix  its  own 
fares,  so  as  to  provide  for  the  cost  of 
service,  including  a  six  per  cent  return 
upon  the  par  value  of  its  common 
stock  outstanding,  and  may  establish 
an  automatic  scale  of  fares;  but  the 
Commonwealth  is  released  from  its 
obligation  to  make  up  deficiencies  in 
the  cost  of  service.  The  Company 
shall,  under  such  conditions,  be  subject 
to  such  regulation  as  the  Legislature 
may  decide  upon,  but  such  regulation 
shall  not  be  exercised  so  as  to  reduce 
its  income  below  the  reasonable  cost 
of  the  service  as  defined  in  the  Act. 
{Sec.  15.)  But  this  provision  is  de- 
clared not  to  be  a  contract  binding  upon 
the  Commonwealth.     {Sec.  18.) 


326    April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


Operating  Costs  of  Various  Types  of  City  Cars 

By  J.  C.  Thirlwall 
Railway  and  Traction  Engineering  Department,  General  Electric  Company 

The  shrinking  margin  of  profit  in  city  traction  gave  birth  to  the  light-weight,  one-man  safety  car  as  a 
means  of  reducing  operating  costs.  The  many  illustrations  of  this  type  of  car  have  already  demonstrated 
its  merits.  The  question  now  arises  as  to  what  extent  it  can  displace  the  larger  and  heavier  cars.  The 
author  believes  that  the  use  of  the  safetj-  car  can  be  extended  to  all  city  surface  lines  and  that,  at  least  for 
the  all-day  runs,  it  will  be  the  more  efficient.  In  substantiation  of  his  claim,  he  furnishes  tabulations  of 
comparative  costs. — Editor. 


T' 


J  .  C.  Thirlwall 


'HE  tremendous 
success  of  the 
light-weight,  one-man 
car  under  a  great 
\'ariety  of  operating 
conditions  has  led  to 
considerable  discus- 
sion among  operators 
as  to  just  how  far  the 
use  of  this  type  of 
vehicle  can  be  extend- 
ed upon  our  urban 
transportation  sys- 
tems. A  general  con- 
sensus of  views,  at 
present,  seems  to  be  that  in  cities  of  less  than 
100,000  population  there  are  few,  if  any, 
routes  for  which  the  safety  car  is  not  pre- 
eminently suited;  that  for  larger  cities  only 
a  limited  part  of  the  ser\-ice  can  be  handled 
by  this  size  of  car;  and  that  all  of  the  heavier 
lines  in  the  largest  chics  will  have  to  continue 
to  operate  large  capacity  double-truck  two- 
man  cars,  singly  or  in  trains.  But,  while  this 
is  perhaps  the  general  opinion  of  the  industry, 
there  are  many  experienced  operators  who 
disagree  with  the  majority  and  who  feel  that 
there  are  no  surface  routes  in  any  city  that 
cannot  use  the  safety  car  for  at  least  the  all- 
day  runs,  and  that  the  use  of  this  car  will 
afford  greater  efficiency  than  any  other  type. 
The  writer,  who  has  watched  and  studied 
the  performance  of  the  safety  car  since  its 
inception,  has  come  to  agree  with  this 
minority,  and  some  figures  are  presented 
herewith  bearing  on  the  question  as  to  which 
type  of  car  is  most  suitable  for  extremely 
heavy  traffic  in  the  largest  cities. 

A  number  of  typical  double-truck  cars  of 
modern  design  have  been  selected;  and  in 
order  to  determine  the  relative  advantages 
of  each  type,  a  study  of  their  operating  costs, 
based  on  handling  similar  numbers  of  pas- 
sengers at  various  hours  of  the  day,  has  been 
made  and  the  results  are  presented  in  tabu- 
lated form.  It  is  not  the  writer's  idea  that 
this    comparison    holds   absolutely    true   for 


every  property,  but  the  purpose  of  this 
article  is  to  suggest  a  line  of  thought  which 
can  be  developed  by  the  transportation 
engineers  of  any  railway  whenever  new  cars 
are  to  be  purchased. 

It  is  of  course  obvious  that  several  items  of 
operating  cost  are  dependent  upon  the  weight 
of  the  rolling  stock  used,  that  the  power  con- 
sumption varies  in  about  direct  proportion 
to  the  ton-miles  operated,  and  that  the  main- 
tenance, both  of  track  and  of  equipment, 
is  largely  influenced  by  the  weight  factor.  We 
will  assume  certain  costs  per  ton-mile  for  these 
items,    which    will    varv    between    different 


Fig    1      S:ifcty  Car,  BrookI>-n  Rapi.l  Transit 

cities  but  which  will  enable  us  to  make  a 
comparison  of  the  efficiency  of  these  various 
types  of  cars.  The  figures  used  are  based  on 
the  average  costs  of  o])eration  of  eastern 
electric  railways  for  August,  I','!!',  as  reported 
in  the  Acra  magazine. 

The  power  cost  for  these  roads  is  5.45 
cents  per  car-mile.  As  the  average  weight  of 
cars  operated  in  eastern  cities  is  about  20 
tons,    the   cost    per   ton-mile    is   0.27    cents. 


OPERATING  COSTS  OF  VARIOUS  TYPES  OF  CITY  CARS 


327 


(This  is  checked  by  the  known  fact  that,  in 
frequent  stop  ser\-ice,  energy  consumption  at 
the  central  station  is  about  200  watt-hours 
per  ton-mile,  and  power  costs  in  steam  plants 
run  from  1.25  to  1.5  cents  per  kilowatt-hour.) 

The  average  cost  of  track  maintenance  is 
5.7  cents  per  car-mile.  Of  this,  probably 
one  half,  or  2.8  cents,  is  directly  affected  by 
the  weight  of  the  cars  used;  and  we  will 
assume,  therefore,  0.14  cents  per  ton-mile  for 
this  item. 

The  maintenance  of  equipment  costs  3.7 
cents  per   car-mile,   and   of   this  we  believe 


75  per  cent  or  2.S  cents  is  governed  by  car 
size  and  weight,  or  0.14  cents  per  ton-mile. 
For  the  items  of  power  and  maintenance, 
therefore,  we  have  a  total  of  0.55  cents  per 
ton-mile. 

For  crew  costs,  we  have  assumed  55  cents 
per  man-hour  for  the  double-truck  cars,  and 
Gl  cents  per  hour  for  the  one-man  safety  cars 
(these  figures  being  rather  under  than  over 
present  wages). 

In  frequent  stop  service  in  the  larger 
cities,  schedule  speeds  including  lay  overs 
do  not  average  over  8.5  m.p.h.     A   19-hour 


TABLE   I 

CAPACITY,  WEIGHT,  ETC.,  OF  TYPICAL  CITY  CARS 


Designation 

Car 

Length 

Feet 

Seating 
Capacity 

Maximum 
Load 

Number 
Motors 

Car 

Weight 
Tons 

Where  Used 

A 

41 

44 

100 

2 

18 

New  England;  Philadelphia 

B 

41 

44 

100 

4 

22 

New  England;  Brooklyn 

C 

46 

54 

125 

4 

25 

Chicago 

D 

46 

58 

125 

2 

19 

New  England;  Brooklyn;  Chicago 

E 

49 

58 

125 

4 

22 

Boston     . 

F 

51 

58 

150 

4 

22 

Cleveland  (Longitudinal  seats) 

F-1 

104 

118 

300 

4-0 

35 

Cleveland  train  (Longitudinal  seats) 

G 

51 

58 

150 

4 

17 

Buffalo,  Rochester  (Longitudinal  seats) 

H 

28 

32 

65 

2 

8 

Brooklyn;  New  England 

H-1 

28 

32    ■ 

75 

2 

8 

(Longitudinal  seat  Safety  Car) 

TABLE   II 

OPERATING  COSTS  FOR  POWER,  MAINTENANCE,  AND  CREW  WAGES 


Costs 


Power  and  maintenance  per  ton-mile .  .  . 
Crew  wages  per  car-hour  (two-man  cars) 
Crew  wages  per  car-hour  (one-man  car) . 
Crew  wages  per  train-hour  (two  cars) .  . . 

Car-hours  per  annum 

Car-miles  per  annum 


Rush  Hour 
Only 


ANNUAL 

COST  FOR  ABOVE  ITEMS 

, EACH  TYPE 

OF  CAR 

Type 
of  Car 

ALL-DAY  OPERATION 

RUSH  HOUR  ONLY 

Power  and 
Maintenance 

Crew 

Total 

Power  and 
Maintenance 

Crew 

Total 

A 

$5825 

S7645 

$13470 

81315 

$1720 

$3035 

B 

7125 

7645 

14770 

1610 

1720 

3330 

C 

8100 

7645 

15745 

1830 

1720 

3550 

D 

6160 

7645 

13805 

1390 

1720 

3110 

E 

7125 

7645 

14770 

1610 

1720 

3330 

F 

7125 

7645 

14770 

1610 

1720 

3330 

F-1 

2565 

2580 

5145 

G 

5510 

7645 

13155 

1245 

1720 

2965 

H 

2590 

4240 

6830 

585 

955 

1540 

H-1 

2590 

4240 

6830 

585 

955 

1540 

32S     April,  1U20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


run,  operated  3(io  days  per  year  at  this 
schedule  speed,  requires  6950  car-hours  or 
59,000  car-miles  annually.  Rush  hour  extras 
or  trippers,  in  general,  will  not  operate  over 
5  hours  daily,  and  for  only  313  days  per  year, 
so  each  car  so  used  makes  annually  15()5  car- 
hours  or  13,300  car-miles. 

In  cities  of  200.000  to  500,000  population, 
the  rush-hour  service  ordinarily  doubles  the 
all-day  service;  in  the  largest  cities  it  fre- 
quently triples  it;  in  other  words,  from  a  half 
to  two  thirds  of  the  cars  owned  are  operated 
only  in  rush-hour  traffic.  This  fact,  of  course, 
is  responsible  for  the  introduction  and  develop- 
ment of  cars  of  large  seating  and  standing 
capacity,  and,  in  several  cities,  for  the  adop- 
tion of  train  service,  either  of  motor  car  and 
trailer  or  of  two  motor  cars  with  multiple  unit 
control. 

Various  tyjies  of  these  cars  are  indicated 
in  Table  I.  Cars  A  and  B  are  the  most 
typical  of  the  older  double-truck  designs; 
units    seating    44    and    capable    of    carrying 


about  100  as  a  maximum  load,  and  weighing 
from  18  to  22  tons  depending  upon  whether 
two  or  four  motors  are  used.  Cars  C,  D,  and 
E  are  of  the  more  modem,  larger  capacity, 
cross-seat  types,  representing  the  latest  de- 
signs used  by  Chicago,  New  York,  Brooklyn, 
and  Boston.  Type  F  is  the  Witt  car  used  in 
Cleveland,  and  F-1  is  the  Cleveland  motor 
car  and  trailer;  Car  G  is  the  lighter  weight 
Witt  type  used  in  Buffalo  and  other  cities, 
but  not  arranged  for  train  operation.  Due  to 
the  use  of  longitudinal  seats  the  maximum 
capacity  of  the  Witt  car  is  somewhat  larger 
than  that  of  the  preceding  types.  Car  H  is 
the  standard  Birney  safety  car,  and  H-1  the 
same  car  with  longitudinal  scats. 

The  operating  costs  of  each  of  these 
types  when  used  in  all-day  ser\-ice  and  when 
operated  as  "trippers"  onlv  is  shown  in  Table 
II. 

There  are  few  lines  in  even  the  largest  cities 
that  operate  on  less  than  three-minute 
headwavs  outside  of  rush  hours.     To  make 


TABLE  III 
LENGTH  OF  ROUND  TRIP  8.5  MILES:   RUNNING  TIME   60   MINUTES 


NUMBER  REQUIRED 

Scats 
per  Hour 
Normal 

CAPACITY 

PER  HOUU 

COMPARATIVE  COSTS  PER  YEAR 

Type 
Car 

Normal 

90-second 
Rush 

60-second 
Rush 

60 

92 

28+41 

90-second 
Rush 

60-second 
Rush 

All-day 
Cars 

Extras 

90-second 
Rush 

60-$econd 
Rash 

A 
H 

A-l-H 

20 
28 
28 

40 

61 

28  +  21 

880 
Kim 
896 

4000 
40(1(1 
4000 

6000 

(iOdO 
6000 

$269,400 
191,(m() 
191.000 

$60,700 
.50.900 
63.700 

$121,400 

98..5(H) 
124.01H) 

B 

H 

B-l-H 

20 
28 
28 

40 

61 

28+21 

60 

92 

28+41 

880 
896 
896 

4000 
4000 
4000 

6000 
6000 
6000 

295.400 
191.(X)0 
191.000 

66.600 
50,900 
70,000 

133.21X) 

98.500 

136,500 

C 

H 
C-)-H 

20 
34 
34 

40 

77 

34+22 

60 

115 

34+42 

1080 
1090 
1090 

.5000 
.5000 
5000 

7500 
7500 
7500 

314.900 
232.000 
232.000 

71.000 
66.200 
78.000 

142,000 
124.500 
149,000 

D 

H 
D  +  H 

20 
36 
36 

40 

77 

36+21 

60 

115 

36+41 

1160 
11,52 
11.52 

5000 
.5000 
.5lR)0 

7,500 
7.500 
7.500 

276.100 
246.(X)0 
246.000 

62,2(M1 
63,1(K) 
65.500 

124.400 
121.500 
127,500 

E 
H 

E  +  H 

20 
36 
36 

40 

77 

36+21 

60 

115 

36+41 

lltiO 
1 1 52 
11. -12 

5000 
.5000 
.501)0 

7.5(H) 
7.500 
7.500 

295,400 
246,(HH) 
246,.5(H) 

6ti,('>00 
tl.i,l(H) 
7(),(HH) 

1.33.200 
121.500 
136..500 

K  +  F-1 

H-1 

F-l+H-1 

20 
36 
36 

*40 

80 

36  +  11 

*60 

120 

36+21 

lUiO 
1170 
1170 

()0()0 
6000 
600(1 

9000 
90(H) 
9000 

295.4(H) 
246.0(H) 
246.0tH) 

36,300 
63.100 
56.600 

87,750 
124,500 
108,000 

G 

H-1 

G  +  H-1 

20 
36 
36 

40 

80 

36+22 

CO 

120 

36+42 

1160 
1170 
1170 

6000 
6000 
6000 

9000 
9(HH) 
9000 

263.100 
246.1M)0 
246.(HH) 

.59,300 
63.100 
65, 1(H) 

118,600 
124..5<X) 
124.2(K) 

H-1  all  day 
F-1  rush  extras 

30 

30 
9 

30 
18 

960 

2250 
2700 

22.50 
.5400 

204,900 

'48.'8(>o' 

97.600 

*  20  and  30  two-car  trains  respectively. 


OPERATING  COSTS  OF  VARIOUS  TYPES  OF  CITY  CARS 


329 


ii  ^.^^im^i^m 

1'!':     1111    iisiai 

iisjijiiii^^ifSi^  ijiniiii'  igs^^^ippffiriii  ;i;| 

Wi     5 II      ■•'• 

...  .v|[  ff  H ...      1 

mm 

Fig.  2.      Two-car  Train.  Low-wheei,  Light-weight  Cars.  Buffalo  and  Lake  Erie  Traction  Company 


the  comparison  on  very  heavy  traffic  routes, 
therefore,  we  will  assume  two  city  lines 
giving  three-minute  normal  sen.'ice;  on  one 
we  will  reduce  this  to  yU-second  headways  for 
the  rush  hours,  and  on  the  other  to  (il)- 
second  with  single  cars  or  to  two-minute  head- 
ways with  two-car  trains.  Few,  if  any,  routes 
can  secure  anywhere  near  a  seated  load  for 
large  capacity  cars  on  a  three-minute  head- 
way, outside  of  one  or  two  trips  in  the  morn- 
ing and  evening;  and  there  are  very  few 
which  would  not  provide  seats  for  all  pas- 
sengers outside  of  rush  hours  if  the  Birney 
safety  cars  were  used  on  j^resent  headways. 


But,  to  make  the  comparison  as  severe  as 
possible,  let  us  assume  that  the  Birney  cars 
must  at  all  times  furnish  equal  seating 
capacity  per  hour  and  equivalent  maximum 
capacity  per  hour  or  for  any  fraction  of  the 
hour  at  the  peaks.  Table  III  shows  how 
many  cars  would  be  required,  as  compared 
with  each  of  the  larger  types,  if  used  exclu- 
sively; and  also  if  used  for  the  all-day  runs, 
the  larger  cars  being  employed  for  trippers. 
The  respective  cost  of  operation,  based  on  the 
figures  in  Table  II,  is  also  shown. 

To  properly  analyze  the  figures  in  Table 
III,    we   will   summarize   the   operating   cost 


TABLE  IV 
INVESTMENT,   FIXED   CHARGES,   AND   OPERATING   COSTS 


Type  Car 


A 

H 

A-l-H 

B 

H 

B-l-H 

C 
H 

C-t-H 

D 

H 

D-(-H 

E 

H 
E-fH 

F-1 
H-1 
H-H-F-l 

G 

H-1 
H-l-l-G 

H-1  all  day 
F-1  rush 


Total  No. 


40 
61 
49 

40 
61 
49 

40 
77 
56 

40 
77 
57 

40 

77 
57 

20T 
80 
47 

40 
80 
58 

30 
■  9 


60 
92 
69 

60 
92 
69 

60 
115 

76 

60 

115 

77 

60 
115 

77 

SOT 

120 

57 

60 

120 


30 

18 


Purchase  Cost 


$500,000 
366,000 
431,000 

560,000 
366,000 
462,000 

600,000 
462,000 
.534,000 

520,000 
462,000 
489,000 

560,000 
462,000 
510,000 

460,000 
480,000 
469,000 

.520,000 
480,000 
.502,000 

180,000 
207,000 


.$750,000 
552,000 
682,000 

840,000 
552,000 
742,000 

900,000 
690,000 
834,000 

780,000 
690,000 
748,000 

840,000 
690,000 
790,000 

690,000 
720,000 
699,000 

780,000 
720,000 
761,000 

180,000 
414,000 


Fixed  Charges 


.175,000 
55,000 
65,000 

84,000 
55,000 
69,000 

90,000 
69,000 
80,000 

78,000 
69,000 
73,000 

84,000 
69,000 
76,500 

69,000 
72,000 
70,500 

78,000 
72,000 
75,000 

27,000 
31,000 


$112,500 

82,500 

102,100 

126,000 

82,500 

111,000 

135,000 
104,000 
125,000 

117,000 
104,000 
112,000 

126,000 
104,000 
118,500 

103,. 500 
108,000 
105,000 

117,000 
108,000 
114,000 

27,000 
62,000 


Operating  Cost 


$330,000 
242,000 
255,000 

362,000 
242,000 
261,000 

386,000 

298,000 
310,000 

338,000 
309,000 
312,000 

362,000 
309,000 
316,000 

3.32,000 
329,000 
303,000 

322,000 
329,000 
311,000 

}  254,000 


$391,000 
290,000 
315,000 

429,000 
290,000 
328,000 

4.57,000 
357,000 
381,000 

400,000 
368,000 
374,000 

429,000 
368,000 
382,500 

383,000 
391,000 
354,000 

382,000 
.391,000 
370,000 

302,000 


Net  Annual  Saving 
by  Safety  Cars 


1 108,000 
85,000 


149,000 
116,000 


109,000 
86,000 


38,000 
31,000 


68,000 
53,500 


27,500 


1,000 
1,400 


$131,000 
86,000 


183,000 
116,000 


131,000 
86,000 


45,000 
31,000 


83,000 
54,000 


*12,500 
27,500 


*  18,000 
1,500 


*  Increased  cost  with  Birney  safety  cars. 


330     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


figures  and  add  a  comparisioii  of  the  amount 
of  investment  and  the  annual  fixed  charges  (or 
cost  of  capital)  covering  interest,  depreciation, 
taxes,  and  insurance  (which  will  be  about  15 
per  cent).    These  data  are  given  in  Table  IV. 

These  figures  indicate  (neglecting  for  the 
moment  the  question  of  track  capacity  or 
saturation)  that  the  Birney  safety  car  can  be 
used  under  even  the  most  extreme  conditions 
of  surface  traffic,  and  that  in  first  cost  and  in 
operating  cost  per  passenger  handled  it  will 
be  more  efficient  than  most  types  of  double- 
truck  cars  now  used  and  equal  to  the  best  of 
the  latter.  The  only  question  that  can  be 
raised  is  whether  schedule  speeds  would  be 
seriously  interfered  with  by  attempting  to 
operate  the  small  cars  on  30-second  head- 
ways. The  writer  believes  there  would  be 
no  difficulty  on  this  score.  All  of  his  observa- 
tions and  experience  have  indicated  that  the 
reduction  in  stops  made  and  in  the  number 
of  passengers  handled  per  stop  would  enable 
the  Birney  car  on  a  30-second  headway  to 
maintain  schedules  and  spacing  better  than 
would  the  larger  trains  on  a  two-minute 
headway,  or  the  large  single  car  on  a  one- 
minute  inten.'al. 

But,  if  such  short  headways  should  produce 
serious  interference  in  sections  where  several 


routes  operate  over  the  same  track,  the 
combination  of  large  cars  or  trains  for  the 
rush-hour  extras  with  the  Birney  cars  on 
the  all-day  runs  will  be  found  to  afford  a 
smaller  initial  investment  and  a  lower  operat- 
ing cost  than  can  be  secured  by  the  exclusive 
use  of  any  type  of  double-truck  car;  and  will 
give  a  wider  rush-hour  spacing  than  the 
exclusive  use  of  Birney  cars,  and  a  shorter 
all-day  headwaj^  than  is  afforded  by  the  larger 
types.  While  this  might  not  be  productive 
of  any  such  increased  riding  as  results  when 
shortening  five-minute  or  longer  headways, 
still  it  is  probable  that  some  increase  in 
traffic  could  be  looked  for.  This  is  an  addi- 
tional argument  for  the  selection  of  the 
Birney  safety  type  car. 

But  the  most  decisive  factor  is  the  fact 
that  in  everj-  city  there  will  be  available,  as 
Birney  cars  come  to  be  used  more  and  more 
for  the  all-day  service  on  various  routes,  an 
increasing  amount  of  displaced  large  capacity 
rolling  stock,  which  while  inefficient  for  all- 
day  service  can  be  profitably  employed  in 
rush  hours ;  and  these  cars  can  and  will  be  used 
for  tripper  ser\-ice  to  supplement  the  Birney 
types  and  to  produce  the  big  economies  of 
all-day  operation  that  can  be  made  with  a 
minimum  investment  in  new  equipment. 


1 

m 

1 

% 

1 

*m 

"vi^^H 

»..a. 

•  ....  .     >  • -f   ;•(  III!  K' 
i  iBI  •""   IHi/m   I*   ■■■■    ' 


Fig.  3.     Peter  Witt  Car.  Schenectady  Railway 


331 


Motor  Busses  or  Trackless  Trolleys 

By  H.  L.  Andrews 
Railway  and  Traction  Engineering  Department,  General  Electric  Company 

The  trackless  trolley,  which  is  a  vehicle  practically  unknown  in  this  country,  is  making  an  exceptionally 
good  record  for  earnings  and  service  abroad.  A  comparison  of  its  operating  cost  with  that  of  the  motor  bus, 
and  a  balancing  of  each  against  that  of  the  most  modern  street  railway  practice,  shows  that  on  an  equal  service 
basis  at  an  equal  fare  the  motor  bus  cannot  compete  with  the  street  car  but  that  the  trackless  trolley  can. 
Therefore  it  will  not  be  long  before  the  American  street  railway  operator  must  seriously  consider  this  trackless 
conveyance  as  an  adjunct  to  his  own  equipment  or  as  a  competitor  of  it.  Because  the  propulsion  equipment  of 
this  new  type  of  vehicle  and  the  power  distribution  to  it  are  essentially  the  same  as  that  of  the  street  car,  and 
the  vehicle's  qualifications  make  it  preeminently  suitable  as  an  auxiliary  to  a  street  car  system,  the  author  of 
this  article  earnestly  recommends  that  the  railway  operator  adopt  it  and  thus  in  one  move  secure  its  benefits 
and  eliminate  its  competition. — Editor. 


WITH  the  grow- 
ing use  of  gaso- 
lene motor  busses  as 
feeders  to  street  rail- 
way' system.s  and  also 
as  competitors  to  es- 
tablished street  rail- 
way system.s,  it  seems 
desirable  that  some 
ana]}-sis  be  made  of 
the  relatiA'e  merits  of 
gasolene  and  electric 
power  for  this  type  of 
>tiblie  conveyance 
and  that  the  operat- 
ing costs  be  compared  with  those  of  an  electric 
car. 

Gasolene  motor  busses  have  been  given 
thorough  trials  by  a  number  of  railway 
companies  which  have  operated  them  as 
feeders  to  their  established  street  railway 
systems  or  in  connection  with  their  systems 
to  ser\'c  a  portion  of  the  city  not  serA'ed  by 
existing  street  car  lines. 

Experience  in  the  operation  of  the  gasolene 
propelled  bus,  so  far  as  it  has  been  developed, 
has  proved : 

(1)  That  they  cannot  compete  in  operat- 
ing costs  with  an  electric  street  car 
and  cannot  maintain  an  equal  service 
at  an  equal  fare. 

That  they  are  an  excellent  type  of 
vehicle  to  operate  as  feeders,  or  to 
connect  up  street  railway  routes. 
That  they  are  unsuitable  for  dealing 
satisfactorily  with  heavy  town  traffic. 
That  they  are  not  adequate  for  deal- 
ing with  peak  loads. 
That  the>'  have  no  advantage  over  the 
electric  car  as  regards  schedule  speed. 

There  is  no  question  but  that  the  gasolene 
motor  bus  has  come  to  stay  and  that  its  use 
will  increase.  Rather  than  meet  it  as  a 
competitor,  the  street  railway  people  should 


(2) 

(3) 
(4) 
(5) 


handle  and  develop  this  bus  as  their  experience 
will  enable  them  to  make  the  bus  a  successful 
auxiliary  to  their  established  business. 

While  it  has  been  demonstrated  by  actual 
application  that  the  gasolene  propelled  bus 
cannot  compete  in  operating  costs  with  the 
street  car,  it  has  also  been  demonstrated  that 
the  gasolene  bus  can  be  a  worthy  competitor 
of  the  street  railway  s>-stem  by  providing  a 
higher  class  of  service  and  charging  a  cor- 
respondingly higher  fare. 

The  operation  of  the  gasolene  propelled 
busses  in  Baltimore  is  an  excellent  example  of 
the  faihire  of  this  vehicle  to  compete  success- 
fully with  the  street  car  on  an  equal  fare  basis, 
but  the  Fifth  Avenue  busses   of   New  York 


Fig.  1.      Typical  Trackless  Trolley  Bus  LIsed  in  England 

City  and  the  Chicago  busses  are  illustrations 
of  successful  operation  by  providing  a  higher 
class  of  sen'ice  and  charging  a  higher  fare. 
The  success  of  this  latter  type  of  installation 
is  best  shown  by  the  fact  that  the  operation 
of  gasolene  busses  in  Chicago  is  to  be  extended 
and  that  gasolene  busses  are  to  be  installed 
in  Detroit.  The  City  of  New  York  is  fur- 
nishing servace  by  means  of  gasolene  operated 
busses  to  the  former  patrons  of  those  street 


332     April,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  4 


car  lines  which  have  been  discontinued  due 
to  their  inability  to  earn  operating  costs. 

The  gasolene  propelled  bus,  due  to  its  cost 
of  operation,  will  undoubtedly  never  displace 
the  street  car;  but  the  bus  with  very  little 
change  from  standard  automobile  construc- 
tion can  be  converted  into  a  trackless  trolley 
driven  by  railway  motors  supplied  with  power 
from  two  trolley  wires.  In  this  converted 
form  the  motor  bus,  or  trackless  trolley,  ma}- 
prove  to  be  a  very  worthy  competitor  of  any 
street  railway;  and  it  can  compete  in  operating 
costs  with  the  Safety  car,  which  is  the  most 
efficient  means  of  transporting  passengers  on 
steel  rails. 


Fig.  2.      Trackless  Trolley  Bus  Operation  on  Tecs 
Side  System,  England 

An  analysis  of  the  operating  costs  of  the 
gasolene  bus  immediately  suggests  to  the 
railway  operator  the  reduction  of  this  cost 
by  the  application  of  a  railway  motor  as  the 
power  unit.  Xcarly  30  per  cent  of  the  operat- 
ing cost  of  the  gasolene  bus  is  for  power, 
maintenance,  and  depreciation.  The  costs 
of  o])eration  of  two  gasolene  bus  lines  are 
approximately  as  given  in  Table  I. 

.•»  <  TABLE   I 


Maintenance  of  equipment 10.57 

Gasolene  and  oil 4.84 

Conducting  transportation i:}.88 

General  and  niiscellaneoiis  4.3 

Traffic  expense  0.04 

Taxes 1.6o 

Total :!.5.28         32.73 

Depreciation  3.22           Ij.oil 

Total  .38.50    :    39.32 


These  operating  costs  are  actual  figures 
from  typical  installations  of  gasolene  busses, 
and  reference  to  columns  ^4  or  B  indicates 
that  the  cost  of  maintenance,  gasolene,  and 
depreciation  is  45  to  50  per  cent  of  the  total 
operating  expense.  In  comparing  these  three 
items  with  the  most  recent  and  most  efficient 
street  car,  the  Safety  car.  we  have  the  results 
given  in  Table  II. 

TABLE   II 


GASOLENE  Bt  S 


ELECTRIC 
CAR 


Cents  per  Bus  Mile       ^'^^y/Jf; 


Maintenance  of 

equip- 

ment 

10.57 

6.51 

•1 

Gasolene 

4.84 

5.09 

— 

Power 

l.o 

Depreciation. . . 

3.22 

6.59 

2 

Total... 

is.ii:', 

IS.  lit 

.~>..5 

These  operating  costs,  which  are  for  the 
same  general  type  of  vehicle  as  regards  seating 
capacity  and  ser\'ice  rendered,  indicate  a 
reduction  of  approximately  13  cents  per  mile 
in  favor  of  the  electric  street  car. 

The  operating  costs  as  given  in  Tables 
I  and  II  for  the  gasolene  operated  bus  are 
based  on  two-rran  oi)eration.  While  there 
arc  gasolene  propelled  buses  in  ser\-icc  with 
only  one  operator,  no  attempt  has  been  m.ade 
to  operate  these  busses  in  congested  districts; 
and  the  gasolene  bus  as  it  is  developed  today 
cannot  be  operated  by  one  man  with  the  same 
degree  of  safety  and  efficiency  as  a  trackless 
trolley  or  a  Safety  car.  The  successful  opera- 
tion of  more  than  2000  Safety  cars  in  over 
200  cities  in  the  United  States  has  proved  that 
one  ojjerator  can  successfully  handle  con- 
gested traffic,  provided  the  car  is  equijiped 
with  safety  features  designed  to  minimize 
labor  and  protect  i^assengcrs.  These  safety 
features  could  be  adapted  to  the  trackless 
trolley,  and  thus  equiiJi^ed  the  vehicle  could 
be  successfully  handled  in  heavy  traffic  by 
one  o|)erator  with  the  same  degree  of  safety 
as  a  Safety  car. 

A  true  comijarison  of  the  relative  operating 
costs  of  the  gasolene  motor  bus,  the  trackless 
trolley,  and  the  Safety  car.  assuming  that  the 
gasolene  bus  can  be  operated  with  one  man,  is 
best  represented  by  Table  III. 

By  giving  the  motor  bus  and  the  trackless 
trolley  the  benefit  of  their  comparatively 
lower  capital  expenditure,  which  will  vary 
with  the  frequency  and  headway  of  ser\-ice, 
we  have  the  comparison  of  operating  costs 


MOTOR  BUSSES  OR  TRACKLESS  TROLLEYS 


.333 


TABLE  III 


CENTS 

CENTS  PER 

BUS  MILE 

PER  CAR 
MILE 

Gasolene 

Trackless 

Safety 

Bus 

Trolley 

Car 

Maintenance   of   over- 

head  

0.5 

0.5 

Maintenance  of  way  .  . 

1.5 

Road  taxes 

0.75 

0.75 

Maintenance  of  equip- 

ment  

8.54 

3.0 

2.0 

Platform  expenses 

8.0 

8.0 

8.0 

Traffic  expenses 

0.04 

(1.04 

0.04 

Power 

4.54 

1.8 

1.8 

General 

3.54 

3.54 

3.54 

Depreciation 

(3.59 

2.0 

2  0 

Total 

32.00 

19.63 

19.38 

pari.son  of  operating  costs  this  tax  has  been 
included. 

In  comparing  the  maintenance  of  the  gaso- 
lene propelled  bus  with  the  trackless  trolley, 
consideration  must  be  given  to  the  cost  of 
maintaining  the  gasolene  engine,  clutch, 
gear  box,  differential,  radiator,  magneto,  and 
lighting  set  as  against  a  railway  motor, 
worm  drive  with  differential,  controller,  and 
two  trolley  poles. 

The  maintenance  costs  of  railway  motors, 
controllers,  and  trolley  poles  are  well  known 
figures.  The  maintenance  of  the  gasolene 
pro])elled  bus  has  not  been  as  definitely 
determined,  but  all  information  available 
indicates  that  the  maintenance  figure  used 
in  the  foregoing  tabulations  for  the  gasolene 
propelled  bus  is  a  conservative  one. 


Fig-  3       Trackless    Trolley  Bus  on  Shanghai    Tramways,  China 


as  given  in  Table  IV.  This  comparison 
indicates  that  the  operating  cost  of  the  track- 
less trolley  is  approximately  (iti  per  cent  of  that 
of  the  gasolene  propelled  bus,  and  is  approxi- 
mately the  same  as  that  of  the  Safet}'  car. 

It  will  be  noted  that  the  comparison  in 
Tables  III  and  IV  includes  a  road  tax  for 
the  gasolene  bus  and  for  the  trackless  trolley. 
It  may  not  have  been  the  custom  to. charge 
the  gasolene  propelled  btis  for  the  use  of  city 
streets,  but  if  this  bus  should  come  into 
general  use  and  provide  a  regular  service  on 
a  specified  schedule,  a  tax  would  probably  be 
imposed;  and  in  order  to  make  a  true  com- 


The    body    maintenance    of    the    gasolene 
propelled  btis  and  of  the  trackless  trolley  will 


TABLE  IV 


CENTS  PER 

BUS  MILE 

CENTS 
PER   CAR 

MILE 

Gasolene 
Bus 

Trackless 
Trolley 

Safety 
Car 

Operating  costs 

Capital  expenditure-  .  . 

32.0 
1.85 

19.63 
2.85 

19.38 
3.37 

Total 

33.85 

22.48 

22.75 

334     April,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIir,  Xo.  4 


be  no  more  than  that  of  a  street  car,  and  the 
truck  maintenance  incurred  in  street  railway 
practice  will  be  almost  eliminated.  Against 
this  lower  body  and  truck  maintenance  must 
be  balanced  the  relative  cost  of  rubber  tires 
and  steel  wheels.  From  all  data  available, 
the  cost  per  bus-mile  or  per  car-mile  for  tires 
and  wheel  wear  is  in  favor  of  the  steel  wheel. 
The  relative  figures  are  given  in  Table  V. 

TABLE  V 


Tire  Life 
in  Miles 


Cents  per 
Bus  Mile 


Wheel  Life 
in  Miles 


Cents  per 
Car  Mile 


19,000 

28,000 
13,500 


1.00 
1.51 
1..35 


45,000 


0.24 


22,166  ave.    ,    1.28  ave. 


This  tabulation  indicates  that  the  cost  per 
bus-mile  for  rubber  tires  will  be  approxi- 
mately five  times  the  cost  for  steel  wheels;  or 
the  cost  of  rubber  tires  on  a  gasolene  propelled 
bus  or  a  trackless  trolley  will  be  one  cent  per 
bus-mile  greater  than  the  cost  of  wheel  wear 
on  a  Safety  car.  Taking  into  consideration 
the  higher  cost  of  rubber  tires  per  bus-mile, 
and  knowing  the  cost  of  maintaining  a  Safct\" 
car,  it  seems  consen,'ative  to  estimate  the 
maintenance  of  the  trackless  trolley  as  50 
per  cent  greater  than  that  of  a  Safety  car, 
particularly  if  the  trackless  trolley  is  equipped 
with  a  single  motor  without  gears,  axle  lin- 
ings, or  gear  case. 

The  trackless  trolley  could  be  built  with 
approximately  the  same  sealing  capacity  as 
the  Safety  car  for  a  weight  not  to  exceed 
12,000  lb.  or  approximately  75  per  cent  of  the 
weight  of  the  present  Safety  car.  A  single- 
motor  drive  with  necessary'  control  can  be 
supplied  which  will  permit  of  the  adoption 
of  all  the  safety  features  now  standard  for 
the  Safety  car.  For  a  trackless  trolley  the 
power  consumption  will  be  ajiproximately 
the  same  as  for  a  Safety  car,  as  the  weight 
will  be  75  per  cent  of  that  of  the  Safety  car 
and  the  frictional  resistance  of  a  rubber  tired 
vehicle  on  a  good  asphalt,  wood  block,  or 


smooth  brick  pavement  is  ver\-  little  higher 
than  on  steel  rails,  particularly  where  there 
is  used  a  grooved  rail  laid  in  paving. 

On  first  thought,  it  would  appear  that  the 
gasolene  propelled  bus  has  an  advantage  over 
the  trackless  trolley  as  regards  unlimited  flex- 
ibility. It  is  true  that  a  gasolene  propelled 
bus  can  operate  on  any  route  and  can  readih' 
have  its  route  changed  without  incurring  any 
expenditure  for  changing  overhead  con- 
struction. There  is  little  question,  however, 
but  that  with  the  introduction  of  the  gasolene 
propelled  bus  the  city  authorities  would  insist 
on  a  definite  route  and  a  definite  time  table 
and  while  the  gasolene  propelled  bus  has 
unlimited  flexibility  as  regards  routing  it 
would  be  as  definitely  bound  to  a  specified 
routing  by  ordinances  or  legislation  as  a 
trackless  trolley  would  be  by  reason  of  the 
overhead  construction.  It  is  questionable, 
therefore,  whether  either  type  of  vehicle  has 
any  actual  advantages  as  regards  flexibility 
for  both  vehicles  can  pass  other  traffic. 
With  proper  overhead  construction  and  proper 
collectors,  the  trolley  bus  can  have  a  range  of 
operation  of  15  ft.  either  side  of  the  trolley 
wires,  which  is  ample  to  permit  passing  other 
traffic. 

These  estimates  would  illustrate  that  a  bus 
similar  to  the  gasolene  propelled  bus  could 
enter  the  urban  transportation  field  and 
become  a  worthy  competitor  of  the  street 
railway  system,  giving  equal  ser\nce  for  equal 
fare.  This  is  particularly  true  where  the 
officials  of  railway  companies  have  not 
profited  by  the  experience  gained  in  the 
application  of  the  Safety  car  and  have  not 
applied  its  principles  to  their  transportation 
problems.  The  trackless  trolley  having  lower 
operating  cost  than  the  gasolene  propelled 
\-ehicle  will  be  successful  where  a  gasolene  bus 
could  not  operate. 

Sooner  or  later  the  street  railway  industr>- 
is  going  to  meet  the  gasolene  bus  or  trackless 
trolley  in  competition,  and  it  seems  desirable 
that  railway  operators  study  their  trans- 
portation problems  with  a  view  to  utilizing 
the  trackless  trolley  as  an  auxilian,-  to  their 
present  transportation  system  rather  than  to 
meet  it  in  competition. 


335 


Improvements  in  the  Design  and  Construction 

of  Railway  Motors 

By  E.  D.  Priest 
Engineer,  Railway  Motor  Department,  General  Electric  Company 

The  modern  light-weight  railway  motor  for  the  same  weight  as  its  predecessors  is  capable  of  handling, 
under  ordinary  conditions,  a  car  about  twice  as  heavy  per  pound  of  motor.  These  improved  motors  are  the 
result  primarily  of  developmental  and  research  work  and  secondarily  of  the  fact  that  there  are  available  today 
better  materials  and  methods  of  manufacture  than  heretofore  existed.  In  the  following  article  Mr.  Priest 
details  a  number  of  the  more  prominent  features  in  the  design  and  construction  of  the  latest  General  Electric 
railwav  motors. — Editor. 


r 


N  the  November, 
1913,  number  of 
the  General  Elec- 
tric Review,  the 
writer  ijubhshed  a 
short  article  entitled: 
"The  Develoinnent  of 
the  Modern  Direct- 
current  Railway  Mo- 
tor." This  article  was 
a  brief  review  of  the 
subject.  Sinceitspub- 
lication  there  have 
been  many  substan- 
tial improvements  in 
the  design  and  construction  of  railway  motors ; 
and  it  is  the  purpose  of  this  article  to  supple- 
ment the  earlier  one  in  a  measure  and  to  de- 
scribe briefly  some  of  these  improvements. 

A  marked  advance  has  been  effected  in  the 
design  of  railway  motors.  This  has  been  ac- 
complished by  the  use  of  higher  grade  mate- 
rials, refinements  in  design,  increased  ventila- 
tion, higher  armature  speeds,  increased  gear 
ratio,  and  reduction  in  weight  made  possible 
by  these  changes.      If  it  were  not  for  these 


E.  D.  Priest 


improvements,  the  present  manufacturing 
cost  of  railway  motors,  to  jjerform  a  given 
service,  would  be  much  higher. 

Heat-treated  alloy  steel  is  now  used  for  the 
armature  shafts.  The  steel  in  the  smaller 
motor  shafts  is  substantially  the  same  and, 
for  like  sizes,  is  equal  to  that  used  in  the 
crank  shafts  of  the  "  Liberty  motors  "  designed 
for  use  in  airplanes. 

The  quality  of  steel  in  gears  and  pinions 
has  been  improved  and  improved  methods 
of  heat  treatment  have  been  developed.  The 
highest  grade  materials  are  now  used  for 
railway  motor  gears  and  pinions.  New  ways 
have  been  found  of  tempering  cast-steel 
gears  which  produce  qualities  substantially 
equal  to  forged  gears. 

Bearing  metals  are  now  of  the  highest 
quality  obtainable.  All  babbitt  is  genuine 
tin-base  babbitt.  This  is  the  most  expensive 
babbitt  manufactured  and  long  experience 
has  shown  it  to  be  the  best.  The  highest 
grade  bronze  is  used  in  the  linings. 

In  some  instances  key  stock  is  heat  treated 
to  secure  hardness  and  is  ground  to  size  to 
insure  close  fits  and  freedom  from  wear. 


Fig.  I.    A  Modern  Light-weight  Railway  Motor,  showing  Axle  Side 


336     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


Heat  treated  carbon  steel  bolts  are  quite  gen- 
erally used  in  the  construction  of  motors  and  in 
some  motors  heat-treated  alloy  steel  is  used. 

For  brush-holders,  expensive  high-grade 
bronze  castings  are  used  exclusiv^ely  and 
carbon  brushes  are  of  the  highest  grade 
obtainable. 

All  castings  other  than  bronze  are  either 
malleable  iron  or  steel,  no  cast-iron  being  em- 
ployed in  the  construction  of  railway  motors. 

In  general,  the  quality  of  materials  now  used 
is  the  best,  and  no  inferior  substitutes  are 
emplo}'ed.  Operating  conditions  are  so  severe 
that  maximum  all  round  economy  can  be 
obtained  only  by  the  use  of  the  best  materials. 

Much  study  and  research  has  been  devoted 
to  producing  higher  grade  varnishes  em- 
ployed  for   insulating   purposes,    and  in  the 


be  driven  into  place.  In  boring  the  heads 
for  armature  linings  and  in  turning  the 
linings,  ven,'  close  tolerances  are  required  in 
order  to  secure  the  proper  pressing  fit  of  the 
linings  in  the  heads.  A  tolerance  of  plus 
0.001  to  minus  0.000  is  used  in  the  bore  of 
solid  gears. 

The  thread  fit  for  frame-head  bolts  and  for 
screws  is  made  so  close  that  special  taps  and 
dies  are  required  to  insure  tight  fitting 
threads.  Throughout  the  whole  construction 
of  the  motor,  limits  in  workmanship  are  very 
close  as  it  is  found  that  imperfectly  fitting 
parts  rapidly  loosen  and  wear  in  the  abnor- 
mally hard  service  to  which  railway  motors 
are  subjected. 

Armature  shafts  in  bearings  are  ground  to 
size  and  rolled,  a  process  which  produces  a 


Fig.  2.     Suspension  Side  of  the  Light-weight  Motor  Shown  in  Fig.  1 


past  few  years  there  hax'C  been  dc^•eloped 
greatly  superior  varnishes  which  have  higher 
insulating  values  and  slower  ageing  qualities. 

As  with  materials,  so  with  workmanship; 
the  best  workmanship  has  been  found  to  be 
the  cheapest  since  reliability  in  service  is  of 
far  more  importance  than  first  cost.  While 
the  rough  exterior  of  a  railway  motor  suggests 
quite  ordinary  workmanship,  as  a  matter 
of  fact  it  is  doubtful  if  any  other  line  of 
machinery  manufactured  has  closer  fits  and 
more  accurate  workmanship. 

Some  of  the  tolerances  in  armature  shaft 
fits  are  plus  0. 00025  to  minus  .00000.  For 
frame-head  fits  in  box-frame  motors,  plus 
0.002  to  minus  .000  are  allowed.  The  fit 
must  be  so  close  as  to  require  that  the  heads 


hard  smooth  polish  having  an  ideal  bearing 
surface.  Equal  care  is  taken  to  secure  a 
hard  smooth  surface  on  the  babbitt  in  the 
bearing  linings. 

In  order  to  prevent  vibration  due  to 
armatures  being  out  of  balance,  the  detail 
parts  of  the  armatures  arc  lialanccd  .sepa- 
artely  before  being  assembled  on  the  shafts, 
and  after  assembly  the  completed  core  is 
balanced. 

Aside  from  material  and  workmanship, 
substantial  improvements  have  been  made 
in  the  design  of  motors.  Box-frame  motors 
have  come  into  almost  universal  use,  this 
construction  being  greatly  superior  to  the 
split-frame  type  in  slurdiness  ami  reliability 
of  operation. 


IMPROVEMENTS  IN  DESIGN  AND  CONSTRUCTION  OF  RAILWAY  MOTORS     337 


The  ventilation  of  motors  has  been  much 
improved  so  that  multiple  ventilated  motors 
have  largely  increased  service  capacity.  The 
continuous  capacity  in  some  instances  is  70 


per  cent  or  more  of  the  Imurly  rating.  Venti- 
lating fans  have  been  strengthened  so  that 
trouble  from  breakage  has  been  largely 
reduced. 


^^^.^•^^'^VX-^Wx^N  ■■^^  V  V^\\^>^^N^^^^j^^?y!^:^^^g^^^^§>y^^ 


Figs.  3  and  4.      Sectional  Drawings  of  the  Light-weight  Railway  Motor  shown  in  Figs.  1  and  2 


338     April,  1920 


GENER_\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


A  superior  construction  of  armature  bars 
applicable  to  large  sizes  of  motors  has  been 
developed.  This  construction  permits  the 
use  of  thin  folded  crossed  bars  which  make 
it  possible  to  obtain  greater  capacity  with  a 
gi\-en  size  of  armature  core  without  increasing 
eddy  current  losses  due  to  hea^^^  copper 
sections. 

A  method  of  connecting  bars  at  the  back 
end  of  one-turn  armatures  has  been  devised 
which  eliminates  the  use  of  soft  solder  that  is 
liable  to  melt  if  motors  are  subjected  to 
excessively  heavy  overloads  which  sometimes 
occur  in  locomotive  service.  The  improve- 
ment consists  in  using  electrically  brazed 
joints  in  place  of  soldered  joints. 

In  armature  windings  of  more  than  one 
turn  per  coil,  wire  of  rectangular  section  has 
come  into  more  general  use.  The  s]:)ace 
factor  with  rectangtilar  wire  is  materially 
higher  than  with  round  wire.  This  results 
in  an  increase  in  capacity  of  armatures  for 
given  core  sections. 

Taking  greater  advantage  of  the  possibili- 
ties of  employing  commutating  poles,  the  use 
of  two  turns  per  coil  in  armature  construction 
has  been  extended  to  much  larger  motors  than 
formerly  thought  possible,  thereby  decreasing 
the  weight  and  cost  of  the  motors. 

Sheet  steel  gear  cases  have  been  developed 
to  a  higher  point  of  perfection  so  that  they  arc 
proving  more  reliable  in  service  than  sheet 
steel  cases  of  earlier  designs. 

A  much  desired  improvement  has  been 
brought  about  in  the  method  used  to  pre- 
vent rotation  of  axle  linings  in  large  sizes  of 
motors.  The  construction  consists  in  the  us5 
of  a  long  key  set  in  the  bore  of  the  magnet 
frame  for  the  lining,  along  the  lower  edge  of 
the  split  in  the  lining.  The  lining  is  not 
materially  weakened  since  it  is  at  the  point 
of  separation  of  the  two  halves.  This  con- 
struction has  been  found  to  hold  linings 
very  securely. 

Spring  gears  have  been  developed,  the  use 
of  which  in  heavy  work  prexx'nts  excessive 
shocks  on  gear  and  pinion  teeth,  resulting 
from  imperfections  in  the  teeth  or  rough 
service  conditions.  When  twin  gears  are 
used  spring  gears  tend  to  equalize  the  work 
on  the  two  sets  of  gearing. 

Motors  have  been  designed  for  largely 
increased  potentials  and  3(J()()-volt  direct- 
current  railway  motors  ha^•e  been  in  most 
successful  operation  for  a  number  of  years, 
handling  the  severest  of  service. 

Higher  armature  speeds  have  been  made 
possible  by  the  use  of  stronger  material  in  the 


shafts  and  in  the  pinions  and  gears,  and  by 
improved  shape  of  gear  and  pinion  teeth  which 
permits  the  use  of  a  finer  pitch  gearing,  a 
smaller  pitch  diameter  of  pinion,  and  a  smaller 
number  of  teeth  in  the  pinion,  without  a 
reduction  in  the  strength  of  the  teeth  as 
compared  with  coarser  pitch  gearing  with 
inferior  shaped  teeth. 

For  many  years  the  standard  gear  used  in 
street  railway  service  had  three  pitch  14j^ 
deg.  angle  teeth.  By  changing  the  angle  to 
20  deg.  approximately  25  per  cent  stronger 
teeth  have  been  secured,  and  by  lengthening 
the  pinion  teeth  addendum  and  shortening 
the  dedendum  with  a  corresponding  shorten- 
ing of  the  gear  teeth  addendimi  and  lengthen- 
ing of  the  dedendum  it  is  possible  to  change 
a  three  pitch  to  approximately  a  3J2  or  4 
pitch  without  sacrificing  strength,  and  with  an 
incidental  possibility  of  increasing  the  gear 
ratio.  The  shortening  of  the  dedendum  of 
pinion  teeth  and  the  use  of  a  finer  pitch 
permits  a  reduction  in  the  number  of  teeth 
without  a  reduction  in  the  thickness  of  the 
metal  between  the  base  of  the  teeth  and 
the  bore. 

An  increase  in  strength  of  the  jiinion  and 
shaft  has  been  effected  by  reducing  the  depth 
of  the  keyway  in  the  pinion  so  that  metal  is 
not  cut  away  at  the  large  end  of  the  bore  and 
by  shortening  the  keyway  in  the  shaft  so 
that  it  does  not  extend  to  the  inner  end  of  the 
pinion  hut  is  stopped  inside  the  pinion  fit  at 
a  point  where  the  shaft  is  supported  by  the 
shrink  fit  of  the  pinion. 

The  maximum  armature  speed  for  a  given 
car  speed  is  of  course  fixed  by  the  gear  ratio. 
Consequently  an  increase  in  gear  ratio  makes 
it  possible  to  design  a  lighter  and  cheaper 
motor  for  a  given  service.  Increased  arma- 
ture speed  not  only  reduces  the  size  and  cost 
of  motors  due  to  increase  in  speed,  but  also 
makes  jxissible  a  further  reduction  because 
of  increased  ventilation  resulting  from  in- 
creased si)eed. 

The  miniminn  number  of  teeth  in  pinions 
for  a  given  \ntch  and  tooth  shape  is  limited 
by  the  diameter  of  pinion  bore.  Sufficient 
metal  for  amjilc  strength  being  allowed  be- 
tween the  base  of  the  teeth  and  the  bore,  it  is 
obvious  that  the  higher  the  grade  of  arma- 
ture shaft  stock  used  the  smaller  the  pinion 
fit  and  ]jinion  bore  can  be  made.  Therefore 
the  size  of  a  motor  is  fundamentally  affected 
liy  the  grade  of  material  used  in  the  annature 
shaft  and  the  grade  of  material  used  in  the 
l)inion  and  gear  as  well  as  by  the  pitch  and 
shape  of  the  ]>inion  and  gear  teeth. 


IMPROVEMENTS  IX  DESIGN  AND  CONSTRUCTION  OF  RAILWAY  MOTORS     ;339 


An  improvement  has  been  made  in  the 
design  of  pinions  of  small  diameter  by- 
making  them  slightly  bell-mouthed  at  the 
large  end  of  the  bore  for  a  distance  of  ^  to 
]/2  inch  from  the  end  of  the  pinion.  By 
relieving  the  pinion  in  this  way,  so  that  for 
this  distance  it  has  no  bearing  on  the  shaft, 
the  metal  in  the  body  of  the  pinion  at  the 
large  end  of  the  bore  is  stressed  less  when  the 
pinion  is  driven  and  shrunk  on  the  shaft. 
Consequently,  there  is  less  danger  of  failure 
from  breakage  both  in  the  body  of  the 
pinion  and  in  the  teeth.  Incidentally,  this 
permits  of  a  better  design  of  shaft,  since 
it  is  possible  to  use  a  fillet  with  a  larger 
radius  on  the  shaft  between  the  pinion  fit 
and  the  journal  bearing. 

In  the  modern  light  weight  motor,  used 
on  safety  cars,  very  careful  consideration  has 
been  given  to  the  design  of  the  motor  with 
particular  reference  to  armature  shaft  and 
gearing.  The  construction  of  the  motor  in 
other  particulars  is  also  worked  out  to  secure 
maximum  strength,  reliability,  effective  venti- 
lation, and  lightness.  This  has  resulted  in  the 
development  of  motors  with  continuous  ratings 
equal  to  that  of  earlier  types  of  non-ventilated 
motors  of  three  to  four  times  the  weight. 

In  practical  operation  these  light  weight 
motors  do  not  have  increased  service  ca- 
pacity in  full  proportion  to  their  increased 
continuous  rating.  This  is  due  to  the  fact 
that  there  is  a  larger  short-time  thermal 
capacity  in  heavy  motors  than  in  light 
motors,  the  heat  generated  being  absorbed 
in  the  mass  of  material  and  slowly  dissipated 
during  periods  of  light  load.     However,  the 


modern  light  weight  motor  is  capable  under 
ordinary  operating  conditions  of  handling 
a  car  about  twice  as  heavy  per  pound  of 
motor  and  of  doing  this  with  a  much  lower 
temperature  rise.  In  fact,  the  service  tem- 
perature of  a  modern  safety  car  motor  does 
not  usually  exceed  40  deg.  rise  as  compared 
with  older  and  heavier  motors  which  are 
ordinarily  run  at  a  temperature  of  60  to  65 
deg.  rise. 

Street  railway  motors  are  now  so  effi- 
ciently ventilated  that  there  is  generally 
no  suiastantial  advantage  in  using  heat  proof 
insulation,  since  the  losses  are  so  effectively 
dissipated  that  it  is  questionable  whether 
there  is  economy  in  operating  at  higher 
temperatures  with  increased  losses  and  de- 
creased power  efficiency.  Good  ventilation 
has  made  it  possible  to  use  with  economy 
non-heat-proof  insulation  which  is  cheaper 
in  material  cost  and  in  application  and  is 
also  more  impervious  to  moisture. 

Some  of  the  railway  motor  improvements 
which  have  been  briefly  outlined  are  the 
most  marked  and  far  reaching  that  have  been 
made  during  the  past  half  dozen  or  more  years. 
It  would  be  possible  to  enumerate  other 
improvements.  Only  the  "high  spots"  can 
be  touched  in  a  short  article  and  doubtless 
the  writer  has  not  mentioned  all  of  these. 
Railway  motor  problems  are  being  given 
constant  study  and  further  improvements 
will  surely  be  made.  However,  the  pre- 
diction of  the  writer,  in  the  article  referred 
to  at  the  beginning,  that  "A  pound  of  material 
will  be  made  to  do  more  and  better  work  "  has 
already  been  fulfilled  in  large  measure. 


340     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  X^i.  4 


:t'.  1    ^n 


i 
> 


341 


Importance  of  Simplicity  in  Locomotive  Design 

By  A.  F.  Batchelder 
Engineer  Locomotive  Department,  General  Electric  Company 


T! 


A.  F.  Batchelder 


'HAT  it  is  econom- 
ical and  practical 
to  operate  many  of 
our  tnmk  line  rail- 
ways electrically  is 
no  longer  open  to 
question.  It  has  been 
proven  beyond  a 
doubt  by  actual  ex- 
l)criencc  that,  under 
limiting  physical  con- 
ditions where  the 
traffic  is  dense  or  is 
on  severe  grades,  the 
electric  locomotive,  in 
point  of  reliability  and  cost  of  operation,  is 
superior  to  its  steam  competitor.  The  ques- 
tions which  are  now  assuming  increased 
importance  are  the  method  of  financing  and 
the  design  of  equipment,  rather  than  the 
question  of  the  advisability  of  electrifica- 
tion. 

The  matter  of  financing  is  one  for  financial 
interests  to  consider,  but  the  matter  of  design 
of  the  equipment  must  be  determined  by  the 
engineers.  On  them  will  rest  the  responsibility 
of  maintaining  high  standards  of  reliability 
and  economy  of  operation;  and  for  this 
reason,  in  connection  with  the  design  of  elec- 
tric locomotives,  we  should  emphasize  the 
importance  of  adopting  locom-otive  designs 
which  are  fitted  to  perform  the  particular 
service  requirements  with  the  least  amount 
of  complication  in  the  construction  and  the 
operation  of  the  mechanical  as  well  as  the 
electrical  equipment. 

The  simple  design  and  construction  of  the 
locomotives  that  are  in  use  on  the  direct- 
current  systems  of  this  country  is  the  funda- 
mental explanation  of  m.uch  of  the  economic 
advantage  that  has  been  demonstrated  by 
our  experience  in  heavy  railway  electrifica- 
tion. If  a  careful  analysis  is  made  of  the 
time  out  of  sen.-ice  and  the  cost  of  main- 
tenance of  the  locomotives  which  are  in 
operation  at  the  Baltim-ore  Tunnel,  the 
Detroit  River  Tunnel,  the  New  York  Grand 
Central  Terminal,  the  Butte.  Anaconda  & 
Pacific  Railway,  and  the  electrified  zone  of 
the  Chicago,  Milwaukee  &  St.  Paul  Railway, 
all  of  which  are  handling  heavy  railway  equip- 
ment, and  if  these  figures  are  compared  with 
similar   figures   from   other   lines   which    are 


handling  similar  traffic,  but  using  locomotives 
of  more  complicated  design,  the  advantage 
of  adopting  the  more  simple  designs  will  be 
shown  very  definitely. 

It  is  also  important  to  reduce  the  weight 
of  the  locomotive  to  such  a  minimum  as  is 
consistent  with  the  requirements  for  traction 
purposes  in  order  to  reduce  the  tonnage 
movement  and  the  power  requirements  to  a 
minimum.  This  makes  it  desirable  in  con- 
sidering locomotives  for  freight  service  to 
design  them  with  all  of  their  weight  on 
drivers.  It  is  possible  with  the  direct-current 
motor  to  build  a  locomotive  which  has  all 
the  weight  of  the  locomotive  on  driving 
wheels  and  which  has  a  continuous  electrical 
capacity  sufficient  for  any  railway  service. 
Experience  has  shown  that,  for  freight  service, 
locom.otives  m.ade  in  this  manner  give  satis- 
factory operation,  the  maintenance  of  both 
the  locom.otive  and  the  track  being  low. 
Our  observations  indicate  that  there  is  no 
real  necessity  of  providing  idle  axles  for  any 
of  our  low-speed  locomotives.  At  the  Detroit 
Ri\'er  Tunnel  there  are  such  locomotives 
weighing  from  100  to  120  tons,  some  of  which 
have  been  in  operation  for  10  years.  At  the 
Baltimore  Tunnel  there  are  locomotives  of 
similar  design  and  weight  which  have  been 
in  operation  for  the  same  length  of  time. 
The  Butte,  Anaconda  and  Pacific  has  28 
locomotives,  weighing  SO  tons  each,  of  the 
same  general  design  which  have  been  in 
operation  for  seven  years,  and  some  of  these 
have  been  hauling  passenger  trains  at  speeds 
of  50  miles  per  hour. 

All  the  locomotives  mentioned  are  of  the 
two-truck  articulated  type,  illustrations  of 
which  are  shown  in  Figs.  1,  2,  3  and  4.  The 
freight  locomotives  of  the  Butte,  Anaconda 
&  Pacific  are  capable  of  developing  contin- 
uously a  tractive  effort  of  25,000  pounds  at 
the  rim  of  the  drivers.  The  total  weight  of 
the  locomotive  is  160,000  pounds,  and  as  a 
consequence  the  total  continuous  tractive 
effort  capacity  is  15  per  cent  of  the  weight 
on  drivers.  It  is  possible  to  build  freight 
locomotives  of  almost  any  desired  capacity 
to  operate  trains  at  speeds  as  high  as  30  miles 
per  hour  with  a  tractive  effort  of  15  per  cent 
of  the  weight  on  drivers,  and  in  some  cases 
as  high  as  20  per  cent,  and  still  maintain  a 
simple  and  rugged  construction  throughout. 


342     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


Modern  Devices  and  Control  for  Automatic 
Rail^vay  Substations 

By  Cassius  M.  Davis 

Railway  and  Traction  Engineering  Department,  General  Electric  Company 

In  view  of  the  number  of  descriptions  of  automatic  substations  that  have  appeared  in  the  technical  press, 
the  author  in  preparing  the  following  article  presupposes  that  the  reader  has  a  knowledge  of  the  fundamental 
scheme  of  operation  employed.  Two  of  the  earlier  articles  appeared  in  this  magazine:  "Automatic  Railway 
Substations,"  October,  1915,  page  976,  and  "Give  the  Operator  a  Job,"  November,  1916,  page  1030.  The 
present  article  deals  with  the  improvements  which  have  been  made  in  the  controlling  devices  and  describes  in 
detail  the  automatic  operation  of  the  substation;  including  the  starting  up,  shutting  down,  protection,  and 
adjustment  of  the  equipment. — Editor. 


Cassius  M.  Davis 


SINCE  the  intro- 
duction of  the 
automatically  con- 
trolled substation  by 
the  General  Electric 
Company  several 
years  ago,  many  sta- 
tions have  been  con- 
verted from  manual 
to  automatic  control 
and  many  entirely 
new  automatic  equip- 
ments have  been 
placed  in  operation. 
The  development  of 
any  new  device  or  new  scheme  of  operation 
necessarily  changes  rapidly  in  detail  but 
usually  slowly  in  fundamental  principles. 
The  automatic  railway  substation  has  been 
no  exception. 

It  will  be  the  purpose  of  this  article  to 
record  the  principal  improvements  and  changes 
which  have  been  found  desirable;  also  to 
describe,  more  or  less  in  detail,  the  scheme 
of  operation  and  the  functions  of  the  various 
individual  devices  in  an  up-to-date  installa- 
tion. It  is  assumed  the  reader  has  a  general 
knowledge  of  the  principle  of  the  automatic 
substation. 

Experience  with  over  fifty  operating  equip- 
ments has  shown  the  fundamental  scheme  of 
operation  to  be  rational  in  its  conception  and 
successful  in  its  application.  This  same 
experience  has  shown  also  the  limitations  of 
variotis  types  and  designs  of  individual 
apparatus  on  the  one  hand,  and  the  entire 
suitability  of  other  individual  devices  on  the 
other. 

Without  attempting  to  present  in  any 
chronological  order  the  changes  and  improve- 
ments which  have  been  made,  we  will  con- 
sider more  from  the  point  of  view  of  im- 
portance the  new  eqtiijjment  which  has  been 
designed. 


It  might  be  said  in  passing  that  it  is  one 
thing  to  design  a  mechanism  which  operates 
only  at  infrequent  intervals,  say  two  or  three 
times  a  day.  and  quite  another  to  design  a 
mechanism  to  do  the  same  work  twenty  or 
thirty  times  a  day.  This  statement  applies 
to  practically  all  the  apparatus  used  in  an 
automatic  substation  and  can  be  made  as  a 
general  statement,  rather  than  one  applying 
specifically  to  the  oil  switch  mechanism,  but 
is  particualrh'  true  with  reference  to  mechan- 
isms which  are  designed  to  operate  high-ten- 
sion oil  circuit-breakers,  and  which  must  not 
contain  too  many  small  and  delicate  parts. 
Any  device  which  has  a  number  of  small  and 
relatively  delicate  parts  which  must  be  kept 
in  close  adjustment  is  bound  to  have  a  shorter 
life  and  give  more  interruptions  than  one  corn- 


Fig.  1 


AC    Motor  Mechanism  for  Operating  Oil 
Circuit  Breakers 


posed  of  a  few  and  relativch"  rugged  parts. 
So  it  has  been  with  the  apparatus  under  dis- 
cussion. 

The  mechanism  which  now  forms  part  of 
the  standard  equipment  is  illustrated  in 
Fig.  1.     It  was  designed  after  a  most  careful 


MODERN  DEVICES  AND  CONTROL  FOR  AUTOMATIC  RWY.   SUBSTATIONS     343 


and  ]3ainstaking  study  of  the  conditions  to  be 
met  and  was  accepted  for  the  service  only 
after  having  proved  its  abihty  to  withstand 
successfully  over  1  (JO, 000  operations.  The  de- 
vice which  has  proved  satisfactory  under  these 
conditions  consists  of  an  operating  motor  which 
is  of  the  alternating-current,  single-phase  type, 
the  motor  operating  through  a  mechanism 
affording  a  gear  reduction  and  also  through  a 
spring  to  move  the  circuit-breaker  to  the  cir- 
cuit-closing position.  When  the  circuit-breaker 
is  moved  to  its  closing  position,  the  circuit  of 
the  motor  is  then  interrupted  and  the  circuit- 
breaker  held  latched  in  its  closed  position. 
After  the  circuit-breaker  is  closed,  there  is 
considerable  tension  exerted  by  the  spring 
which,  thereupon,  functions  as  a  source  of 
power  to  return  the  motor  and  its  auxiliary 
mechanism  to  their  initial  position,  leaving 
the  switch  mechanism  in  such  a  position  that 
the  mechanism  is  adapted  when  tripped  open 
to  move  freely  to  its  open  position. 


Fig.  2. 


Motor  Mechanism  Assembled  with  15,000-volt 
Breaker  in  Cell 


All  parts  of  the  mechanism  are  made  with 
a  very  large  factor  of  safety.  There  are 
practically  no  small  moving  parts  and  such 
levers  and  links  as  are  used  are  made  from 
heavy  stock  capable  of  withstanding  the 
forces  applied  to  them.  A  sheet  metal  cover 
encloses  the  moving  parts  and  the  complete 
device  forms  a  weather-proof  unit  which  is 


suitable  for  outdoor  work  where  necessary. 
Fig.  2  shows  one  of  these  mechanisms  as 
connected  to  a  15,G00-volt  oil  circuit  breaker 
mounted  in  a  cell. 

The  early  installations  were  of  300-    and 
500-kw.   capacity,    hence,    at   600   volts,   the 


Fig.  3.     Shunt  Type  Relay  used  for  Reverse  Current 
and  Underload 


Fig.    4.       Shunt    Type    Relay 
Used  for  D-C.  Overload 
Protection 


Fig.    5.        Time-limit      Relay 

Used  to  Obtain   Delayed 

Action  When  Starting 

and  Stopping 


50  per  cent  overload  current  did  not  exceed 
750  amp.  and  1250  amp.  respectively.  When 
handling  circuits  of  this  cajjacity  it  was  com- 
paratively easy  to  build  direct-current  relays 
having  series  coils.  However,  as  soon  as 
larger  capacities  were  encountered  it  became 


344     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  4 


evident  that  more  suitable  relays  should  be 
used.  It  was  possible  in  some  cases  to  operate 
relays  in  multiple  but  it  was  recognized  that 
this  was  onh^  begging  the  question  and  it 
would  soon  be  necessary  to  devise  relays  which 
could  be  conveniently  employed  on  circuits 
of  any  commercial  capacity. 

In  order  to  meet  this  condition  a  line  of 
shunt-type  direct-current  relays  was  de- 
veloped. The  coils  have  a  normal  current 
capacity  of  approximateh-  100  amp.  but 
receive  their  current  from  shunts  connected 
in  series  with  the  direct-current  load  circuit. 


Fig.  6.      AC.  Conlrol  Relay 

It  is  usual  ])ractice  to  wind  coils  with 
copper  conductors.  If  the  coils  were  con- 
nected across  the  ordinary  type  of  shunts 
such  as  used  for  ammeters,  watthour  meters, 
etc.,  there  might  be  considerable  variation  in 
the  calibration  due  to  temperature  changes 
in  the  coil;  the  coil  having  a  high  jjositive 
temperature  coefficient  and  the  meter  shunt 
a  very  small  temperature  coefficient.  The 
obvious  way  of  taking  care  of  the  situation 
was  to  use  the  same  conductor  material  for 
both  the  shunt  and  the  coil.  This  was  done 
and  both  are  now  made  of  copper.  The  shunt 
is  simply  a  co]Dper  sheet  of  such  dimensions 
as  to  carry  the  current  and  give  the  neces- 
sar\-  voltage  droj)  for  operating  the  relay. 

The  use  of  shunt-type  relays  made  it  possible 
to  use  the  same  relay  for  any  cajiacity  circuit 
by  varying  the  size  of  the  shunt.  In  the  early 
equipments,  the  overload  relays  which  con- 
trolled the  steps  of  the  load  limiting  resist- 
ance were  operated  from  current  trans- 
formers connected  in   the  leads  to   the  slip 


rings  of  the  synchronous  conA-erter.  While 
such  an  arrangement  permitted  the  use  of 
the  same  relay  for  any  capacity  circuit  it 
was  subject  to  the  disadvantage  that  any 
change  in  field  setting  necessitated  a  cor- 
responding change  in  the  relay  setting. 
Consequently,  with  the  advent  of  the  shunt- 
type  relay,  it  was  possible  to  place  the  over- 
load control  on  the  direct-current  side  of  the 
machine,  which,  of  course,  is  more  satis- 
factory from  ever\-  point  of  view. 

The  standard  equipment  now  includes 
shunt-type  direct-current  devices  for  the 
reverse-current  relay  29,  the  underload  relay 
37.  and  the  overload  relays  23,  24,  and  25, 
in  Figs.  3,  4  and  11. 

The  first  time-limit  relays  which  were 
emj^loyed  were  equipped  with  small  oil  dash- 
pots.  These  frequently  gave  trouble,  due 
primarily  to  the  fact  that  the  dashpots  were 
so  small  it  was  difficult  to  get  the  time  setting 
desired,  especially  on  relay  3  which  is 
used  to  delay  the  shutting  down  of  the 
equipment.  It  was  also  found  that  the  con- 
tacts were  not  suitable  for  the  service.  These 
relays  were  therefore  entirely  redesigned, 
bellows  were  substituted  on  relays  23,  24, 
and  25,  and  an  entirely  new  design  of  dash- 
pot  was  applied  to  relay  3.  The  contact 
mechanism  of  all  of  them  was  radically 
changed  and  improved. 

The  latest  type  of  3  relay  is  shown  in  Fig.  5. 
In  this,  the  oil  dash])ot  has  been  made  much 
larger  and  the  stroke  of  the  piston  longer. 
This  permits  the  use  of  a  greater  volume  of 
oil  and  reduces  the  necessity  of  small  clear- 
ances. The  dashpot  is  so  attached  to  the 
body  of  the  relay  as  to  form  practically  an 
integral  part.  The  piston  is  self -aligning  and 
has  a  long  bearing  surface.  The  needle  valve 
for  adjusting  the  time  has  undergone  a 
radical  improvement,  making  it  possible  to 
adjust  the  setting  of  the  relay  with  con- 
siderable accuracy.  Since  the  cylinder  prac- 
tically forms  a  part  of  the  bcniy  of  the  relay 
itself  the  oil  is  kept  at  nearly  uniform  tem- 
perature, due  to  the  heat  generated  by  the 
coil.  While  the  use  of  oil  is  open  to  the 
criticism  that  it  changes  its  viscosity  with 
change  in  temperature,  yet  with  the  type  of 
relay  under  discussion,  this  change  is  reduced 
to  a  minimum.  A  variation  in  time  setting 
is  to  be  expected  between  summer  and  winter 
but  the  ordinary  daily  changes  of  temperature 
will  have  vcr>-  little  effect.  Furthermore, 
since  it  is  not  necessar\'  that  this  relay  be  an 
accurate  timing  device  the  slight  changes  in 
viscosity  which  take  i>lace  from  day  to  day 


:M0DERN  devices  and  control  for  automatic  RWY.  substations     345 


are  unimportant.  That  is  to  say,  if  a  certain 
relay  is  set  to  operate  in  five  minutes  it  will 
have  no  noticeable  effect  ujion  the  operation 
of  the  substation  if  on  a  hot  day  it  opens  in 
four  minutes  and  on  a  cold  day  in  six  minutes. 

The  contacts  of  the  relays  3,  23,  24,  25, 
and  30  have  received  a  great  deal  of  attention. 
After  many  exhaustive  tests  both  on  the 
alternating-current  and  direct-current 
circuits  involved  it  was  found  that 
silver  to  silver  contacts  behaved  the 
best,  both  from  point  of  view  of  wear 
and  burning  due  to  arcs.  The  con- 
tacts are  still  operated  by  a  toggle 
mechanism  but  it  has  been  so  changed 
as  to  provide  a  quick  make  and  a 
quick  break  feature.  With  this  type 
of  mechanism  it  is  impossible  for  the 
contacts  to  open  or  close  part  way, 
thereby  tending  to  hold  an  arc.  The 
toggles  are  so  arranged  that  when  the 
contacts  start  to  move  they  are 
forced  over  center  by  springs  to  com- 
plete the  motion  to  the  end  of  the 
travel.  All  contacts  which  handle 
direct -current  circuits  are  provided 
with  small  blowout  coils  to  decrease 
the  time  of  rupturing  the  arc.  The 
travel  of  the  contacts,  however,  is 
sufficient  to  break  the  arc  even  with- 
out the  blowout  coils. 

In  the  early  stages  of  the  applica- 
tion of  automatic  control  a  need  was 
felt  for  a  simple  and  ruggedly  con- 
structed alternating-current  relay 
which  was  self-contained  on  its  own 
base,  could  be  easily  mounted  in  a  narrow 
space  on  the  panel,  and  would  handle  cur- 
rents of  somewhat  larger  capacity  than  any 
of  the  standard  relays  then  available.  To 
meet  these  requirements  an  entirely  new 
relay  was  designed  which  is  shown  in  Fig.  (>. 
It  will  be  noted  this  is  constructed  along  the 
lines  of  a  contactor  but  is  provided  with  an 
adjustable  stop,  thus  making  it  possible  to 
adjust  the  pick  u\>  point  over  a  moderate 
range.  The  contacts  will  easily  carry  ten 
amperes  alternating-current  and  momen- 
tarily much  heavier  currents.  It  is  of  very 
rugged  construction  and  easy  to  keej:)  in 
adjustment. 

The  first  few  installations  were  designed  for 
converters  without  commutating  poles.  To 
adapt  the  equipment  for  the  commutating 
pole  type  it  was  necessary  only  to  provide 
some  means  for  mechanically  raising  and 
lowering  the  brushes.  A  special  motor- 
operated  mechanism  was  developed  for  this 


purpose,  using  a  repulsion-induction  type 
single-phase  motor  driving  the  brush  mech- 
anism through  a  gear  reduction.  Suitable 
limit  and  auxiliary  switches  were  incorjjorated 
in  the  device. 

Only  minor  changes  have  been  found 
necessary  in  the  motor-driven  controller. 
The    original    controller    was    built    with    a 


Fig.  7.      Motor-driven  Controller 


Fig.  8.      Motor-driven  Controller 

vertical  cylinder.  Later  this  was  changed 
to  a  horizontal  cylinder  and  minor  mechanical 
changes  made  to  adapt  the  parts  for  this 
type  of  construction.  For  some  time  a 
dynamic  brake  was  used  to  bring  the  con- 
troller to  rest.  The  braking  was  accomplished 
by  throwing  a  heavy  load  on  the  small  exciter 
connected  to  the  driving  motor.  This  was 
later  changed  and  a  solenoid  brake  employed. 
This  has  the  advantage  of  stopping  the  con- 
troller a  little  more  accurately  and  also  pre- 
\-ents  any  possibility  of  overloading  the 
driving  m.otor.  The  views  shown  in  Figs. 
7  and  S  give  a  clear  idea  of  this  mechanism. 
However,  they  do  not  show  the  cover  which 
shields  the  entire  device  from  dirt  and  dust. 
An  improved  type  of  bearing  thermostat 
has  been  in  use  for  some  time.  It  consists  of 
a  metallic  bulb  connected  to  an  expansible 
chainber  through  the  medium  of  a  capillary 
tube.  The  btilb,  tube  and  chamber  are 
filled   with    a   liquid   which    volatilizes   at   a 


346     April,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


definite  temperature.  As  the  chamber  ex- 
pands, it  operates  a  relay  toggle  to  which  the 
contacts  are  assembled,  Fig.  9. 

The  bulb  is  inserted  in  a  hole  in  the  lower 
half  of  the  bearing,  while  the  relay  part  is 
mounted  on  a  bracket  conveniently  placed 
on  the  bearing  ])edestal.  The  hole  in  the 
bearing  is  drilled  parallel  to  the  shaft  and  as 
close  to  the  babbitt  surface  as  mechanically 
possible.    The  depth  of  the  hole  depends  upon 


Fig.  9.     Bearing-temperature  Relay 

the  length  of  the  bearing,  the  bulb  being . 
placed  as  near  the  center  as  possible.  The 
bulb  is  thus  located  advantageously  for 
registering  the  highest  temperature  through- 
out the  bearing  length.  For  ^•e^^•  long 
bearings,  two  temi)crature  relay's  are  used, 
one  inserted  from  each  end  of  the  bearing. 

The  relay  contacts  are  normally  closed,  and 
open  due  to  excessive  temperature.  Having 
once  opened  they  must  be  reset  by  the  in- 
spector after  ascertaining  the  reason  for  over- 
heating. 

A  number  of  minor  moditications  have  been 
made  here  and  there  to  imjmn-e  the  indi\-idual 
devices  or  the  general  scheme  of  operation 
and  protection.  For  example,  the  j)olari7,e(l 
relay  36  has  been  somewhat  changed  in 
design  to  make  it  conform  in  appearance  and 
construction  to  the  reverse-current  and  under- 
load relays.  Also,  the  speed-limit  device  IJ 
has  been  provided  with  an  additional  set 
of  contacts.    This  device  now  has  a  normalls- 


closed  and  a  normally  open  set  of  contacts. 
On  overspeed,  one  set  closes  the  circuit  to 
the  shunt  trip  on  the  line  circuit  breaker 
(which  is  othenvise  non-automatic)  and  the 
other  set  opens  the  control  circuit.  When 
the  speed-limit  device  trips,  both  contactor 
18  and  the  line  breaker  open,  thus  doubly 
insuring  that  the  machine  is  cleared  on  the 
direct-current  side. 

SCHEME    OF   OPERATION 

In  what  follows  is  gi\-en  a  detailed  de- 
scription of  the  operation  of  a  typical  auto- 
matic railway  synchronous  converter  substa- 
tion. The  general  scheme  is  almost  identical 
with  that  used  in  the  first  installations. 

The  motor-driven  controller  may  be  con- 
sidered the  "brains"  of  the  outfit,  with  the 
contact-making  voltmeter  and  the  underload 
relay  acting  as  the  "eyes." 

The  voltmeter  registers  the  load  demand 
and  starts  the  controller.  The  controller 
then  fixes  the  sequence  of  events  and  closes 
or  opens  the  various  control  devices  in  the 
proper  order  and  at  the  i^roper  time  during 
the  starting  ojierations.  It  ser\-es  at  once 
electricalh'  and  chronologically  to  interlock 
the  various  breakers,  contactors,  relays,  etc. 


Fig.  10.     Contact-nuking  Voltmeter 

After  the  machine  has  been  delivering  load 
and  the  economical  demand  ceases,  the  under- 
load relay  acts  to  shut  down  the  station  and 
advance  the  controller  to  its  initial  j)osition 
ready  for  the  next  start. 

These  remarks,  while  ap])lying  to  the 
control  of  a  s\nchronous  con\-orter,  are  also 


MODERN  DEVICES  AND  CONTROL  FOR  AUTOMATIC  RWY.  SUBSTATIONS     347 


348     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  4 


applicable  to  that  of  a  motor-generator  set 
starting  from  transformer  taps  or  compen- 
sator. The  description  refers  specifically  to 
the  wiring  diagram  shown  in  Fig.  11. 

With  the  high-tension  line  energized  to 
its  full  voltage  and  the  lever  switch  8  closed, 
relay  27  closes  its  right-hand  contact,  ener- 
gizing the  coil  of  £7-X  and  closing  it.  When 
£7-X  closes,  it  seals  itself  in  through  the 
circuit  completed  by  its  contacts. 


Fig.  12-      A-C.  Inverse  Time-limit  Overload  Relay 
Starting  Up 

A  load  demand  on  the  equipment  is 
indicated  by  a  reduction  in  the  trolley  voltage 
at  the  substation.  The  contact-making 
voltmeter  1,  Fig.  10,  connected  between  the 
direct-current  bus  and  ground,  utilizes  this 
voltage  reduction  to  start  the  converter. 
As  long  as  the  trolley  voltage  is  u])  to  normal 
the  contacts  remain  closed  and  keep  relay 
2  energized  thereby  holding  the  contacts  of 
the  latter  open.  As  soon  as  the  trolley  voltage 
falls  to  the  setting  of  the  voltmeter,  the  fol- 
lowing sequence  of  operation  takes  place: 

(1)  The  contacts  of  the  voltmeter  /  open  and 
de-energize  relay  2.  The  contacts  of  2  do  not 
immediately  close  owing  to  an  adjustable  time 
setting.  If  the  reduced  trolley  voltage  persists 
continuously,  during  the  lime  setting  of  this  relay, 
its  contacts  close  and  close  relay  S.  A  circuit  is 
then  established  from  the  upper  alternating-current 
control  bus  through  the  contacts  of  27-X,  the  con- 
tacts of  S,  coil  of  Ji,  auxiliary  switch  on  the  circuit 
breaker,  contacts  of  26,  speed-limit  switch,  bearing 
thermostats,  and  hand  reset  switch  on  the  oil 
circuit  breaker  mechanism  back  to  the  lower  alter- 
nating-current control  bus. 

(2)  Contactor  ^  closes,  establishing  a  circuit 
from  the  upper  control  bus  through  one  of  its 
contacts  to  segment  IS  on  the  controller  thence  to 
segment  Ui,  upper  contact  of  auxiliary  switch  on 
brush-raising  device,  and  to  the  operating  coil  of 
contactor  6',  back  to  the  lower  control  bus. 

(3)  Contactor  6  closes  and  starts  the  motor 
driving  the  controller. 


(4)  Segment  15  on  the  controller  makes  con- 
tact, closing  the  circuit  to  the  operating  coil  of 
contactor  5. 

(5)  Contactor  5  closes,  establishing  a  circuit 
through  one  of  its  contacts  to  segment  /  on  the 
controller  and,  simultaneously  establishes  a  circuit 
from  the  same  contact  to  the  closing  circuit  of  the 
oil  switch  motor  mechanism. 

(6)  The  oil  switch  closes,  energizing  the  power 
transformer  and  therewith  the  coils  of  both  relays  3;?. 

(7)  Segment  14  on  the  controller  makes  con- 
tact, completing  a  circuit  through  the  auxilian,- 
switch  on  the  oil  circuit  breaker,  one  of  the  contacts, 
of  S  and  the  operating  coil  of  5.  This  operation 
thus  establishes  a  holding  circuit  for  contactor  -5 
as  soon  as  the  controller  advances  bevond  segment 
15. 

(8)  Segment  2  on  the  controller  makes  contact, 
establishing  a  circuit  through  the  contacts  of  both 
relays  32  and  the  operating  coil  of  contactor  10. 

(9)  Starting  contactor  10  closes,  placing  reduced 
voltage  upon  the  collector  rings  of  the  converter 
from  the  transformer  taps.     The  converter  starts. 

(10)  If  the  converter  has  come  up  to  synchronous 
speed  by  the  time  the  first  gap  in  segment  16  is 
reached,  a  circuit  is  established  from  segment  H 
through  the  contacts  of  13  to  segment  20  and  thence 
to  segment  IS  and  the  operating  coil  of  contactor 
6".  This  holds  contactor  6  closed  until  the  gap  in 
segment  16  is  past.  If  the  converter  has  not  come 
up  to  speed  by  the  time  the  gap  in  segment  16  is 
reached,  the  circuit  to  the  operating  coil  of  6  con- 
tactor is  broken  and  the  controller  comes  to  rest 
until  synchronous  speed  on  the  converter  is  reached; 
i.e.,  until  IS  closes. 

(11)  Segment  S  makes  contact,  closing  the  cir- 
cuit to  the  operating  coil  of  field  contactor  SI. 


Fig.  13.     A-C.  Low-voltaKC  Relay 

(12)  Contactor  31  closes  and  connects  the 
fields  of  the  converter  to  the  2.")0-volt  exciter  on 
the  controller,  giving  proper  polarity  to  the  con- 
verter. As  the  converter  is  brought  to  the  proper 
polarity,  relay  S6  closes  its  contacts. 

(13)  Segment  S  breaks  contact,  opening  con- 
tactor SI. 

(14)  Segment  4  makes  contact,  energizing  the 
operating  coil  of  full-field  contactor  /  (. 


■MODERN  DEVrCF.S  AND  CONTROL  FOR  AUTOMATIC   RWV.  SUBSTATIONS     349 


(15)  Contactor  14  closes  and  places  the  field  of 
the  converter  across  its  own  armature  for  self- 
excitation. 

(16)  Segment  2  breaks  contact,  opening  start- 
ing contactor  10. 

(17)  Segment  S  makes  contact  energizing  the 
operating  coil  of  running  contactor  16. 

(18)  Contactor  16  closes  and  puts 
full  alternating-current  voltage  on  the 
collector  rings  of  the  converter.  At  the 
same  time,  relay  30  closes  due  to  the 
establishment  of  full  voltage  across  the 
armature  of  the  converter. 

(19)  Segment  26  makes  contact, 
establishing  a  circuit  through  the  upper 
contacts  of  the  limit  switch  on  the 
brush  raising  device. 

(20)  The  motor  of  this  device  starts 
lowering  the  brushes. 

(21)  If  the  brushes  reach  their  lowest 
position  and  the  lower  contact  of  the 
auxiliary  switch  on  the  brush  raising 
device  is  closed  before  the  controller 
runs  off  the  second  gap  in  segment  16, 
a  circuit  is  established  from  segment  17 
through  the  lower  auxiliary  switch  of 
the  brush  raising  device  to  the  operating 
coil  of  contactor  6,  thus  holding  6  closed 
and  permitting  the  controller  to  con- 
tinue to  revolve. 

(22)  If  the  controller  runs  off  seg- 
ment 16  before  the  brushes  are  in  their 
lowest  position,  the  operating  coil  cir- 
cuit of  6  is  opened  and  the  controller 
stops  until  the  lower  auxiliary  switch  on 
the  brush-raising  device  closes  and  com- 
pletes the  circuit  from  segment  17  de- 
scribed above. 

(23)  Segment  7  makes  contact,  giv- 
ing direct-current  potential  to  segments 
S,  9,  10.  and  11. 

(24)  Segment  26  breaks  contact,  de- 
energizing  the  circuit  to  the  brush- 
raising  device. 

(2.5)  Segment  S  makes  contact, 
establishing  a  circuit  through  one  of  the 
contacts  of  contactor  4,  the  contacts  of 
polarized  relay  36,  the  contacts  of  relay 
30,  the  electrical  interlock  on  contactor 
16,  and  the  operating  coil  of  contactor 
IS. 

(26)  Contactor  iS  closes,  connecting 
the  converter  to  the  bus  through  all 
three  sections  of  the  load  limiting 
resistance. 

(27)  Segment     9     makes     contact, 
establishing     a     circuit     through     the 
operating  coil  of  21   contactor  and  the  contacts  of 
relay  2.5. 

(28)  Contactor  21  closes,  short-circuiting  a  sec- 
tion of  the  resistor. 

(29)  Segment  10  makes  contact,  establishing 
a  circuit  through  the  operating  coil  of  20  and  the 
contacts  of  24-  r' 

(30)  Contactor  20  closes,  short-circuiting^  a 
section  of  the  resistor.  ! 

(31)  Segment  11  makes  contact,  establishing  a 
circuit  through  the  operating  coil  of  19  and  the 
contacts  of  23. 

(32)  Contactor  19  closes,  short-circuiting  the  last 
section  of  the  resistor.  The  machine  is  now  con- 
nected directly  to  the  bus  and  delivering  load. 
During  the  last  several  operations  mentioned  above. 


after  IS  contactor  closed,  the  contacts  of  relay  37 
close,  short-circuiting  the  contacts  of  relay  2. 
Simultaneously,  the  voltage  of  the  bus  has  been 
brought  up  to  normal  and  the  contacts  of  1  again 
close.  This  action  opens  the  contacts  of  2  but 
relay  3  still  remains  energized,  due  to  the  by-pass 
circuit  through  the  contacts  of  37. 


Fig.  14.      Panel  Containing  Control  and  Converter  Field  Contactors 


Typical  A-C.  Starting  and  Running  Contactors 


(33)  Segment  17  breaks  contact,  opening  the 
circuit  previously  established  through  the  lower 
contacts  of  the  brush-raising  device  and  the  operat- 
ing coil  of  contactor  6. 

(34)  Contactor  6  opens  and  the  controller  comes 
to  rest  at  the  running  position. 

Shutting  Down 

(1)  When  the  load  demand  decreases  and  reaches 
the  reset  value  of  37,  the  contacts  of  the  latter  open 
and  de-energize  relay  3. 

(2)  If  the  load  does  not  increase  at  any  time 
during  the  time  setting  of  relay  3,  its  contact  opens 
and  interrupts  the  coil  circuit  of  contactor  4-  Should 
the  load  increase  before  3  opens,  relay  ^7  again 
closes  and  re-energizes  3. 


350     April,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  4 


(3)  After  3  has  opened,  contactor  4  opens,  inter- 
rupting two  circuits  simultaneously;  one,  the  alter- 
nating-current supply  to  the  controller  segment  13, 
and  the  other,  the  direct-current  circuit  including 
the  operating  coil  of  contactor  IS. 

(4)  The  holding  circuit  for  contactor  5  through 
segment  14  and  the  auxiliary  switch  on  the  oil 
circuit  breaker  is  broken. 

(5)  Line  contactor  IS  and  contactor  -5  open. 

(6)  The  opening  of  contactor  -5  interrupts  the 
supply  to  segment  1  on  the  controller  and  establishes 
a  circuit  through  its  electrical  interlock  to  segment  19. 


Fig.  16.     Typical  D-C.  Line  and  Resistor  Contactor 

(7)  Contactors  16  and  14  open,  disconnecting 
the  converter  from  the  transformer  and  discharging 
its  field.  The  operating  coil  of  contactor  6  is  ener- 
gized through  the  electrical  interlock  on  contactor 
o  and  segments  19  and  IS.  The  controller  motor 
starts,  30  opens  and  contactors  19,  20,  and  il  open. 

(8)  Segment  24  makes  con- 
tact, energizing  the  trip  circuit 
of  the  oil  switch  mechanism:  also 
segment  25  makes  contact  through 
the  lower  limit  switch  on  the 
brush-raising  device. 

(9)  The  high-tension  line  is 
disconnected  from  the  trans- 
former, de-energizing  relay  S2, 
which  opens.  The  brushes  are 
raised  from  the  commutator. 

(10^  Segments  IS  and  19 
break  contact  and  controller 
comes  to  rest  at  the  off  position. 
In  the  meantime,  the  motor  of 
the  brush-raising  device  continues 
to  operate  imtil  reaching  the  end 
of  its  travel  when  the  lower  limit 
switch  is  opened,  breaking  the 
supply  to  the  motor. 

(11)  As  the  voltage  on  the 
converter  armature  dies  down, 
after  contactors  14  and  16  are 
open,  relay  36  opens. 

Where  individual  load- 
limiting  feeder  protection  is 
orovided,    usually   onlv    two 


steps  of  machine  resistance  are  used,  while 
each  feeder  is  protected  by  one  section  of 
resistance.  Thus  overload  relay  23,  contactor 
19  and  the  corresponding  resistor  are  trans- 
ferred to  one  feeder  and  similar  equipment  is 
applied  to  each  of  the  other  feeders.  In  addi- 
tion it  is  customarA',  in  important  substations, 
to  provide  isolating  feeder  contactors  which 
entirely  disconnect  the  feeder  in  case  a  con- 
tinued overload  is  sufficient  to  heat  the  feeder 
resistor  above  a  safe  operating  temperature. 

PROTECTIVE  FEATURES 
Direct-current  Overload 

Relays  23,  24.  and  25  are  calibrated  at 
successively  higher  overloads.  They  re- 
ceive their  actuating  current  from  a  shunt 
in  the  machine  circuit.  The  contacts  of  each 
relay  control  a  corresponding  contactor,  19. 
20.  or  21.  These,  when  closed,  short  circuit 
sections  of  the  load-limiting  resistor.  When 
they  open  on  overloads  they  insert  respec- 
tively the  several  sections  of  the  resistor  and 
limit  the  output  of  the  machine. 

Alternating-current  Overload 

In  case  of  trouble  on  the  alternating-cur- 
rent converter,  or  in  the  transformer,  pro- 
tection is  afforded  by  relay  2S,  Fig.  12.  This 
is  an  inverse-time-limit  device  with  a  definite 
minimvim  setting  and  is  energized  by  the 
high-tension  current  transformer.  The  cur- 
rent setting  is  well  above  the  corresponding 


Fig.  17.     Synchronous  Converter  Equipped  for  Automatic  Control 


MODERN  DEVICES  AND   CONTROL   FOR  AUTOMATIC  RWY.  SUBSTATIONS    351 


current  settings  of  relays  33,  24,  and  25. 
When  relay  28  operates,  it  trips  the  oil  circuit 
breaker  and  with  it  the  hand  reset  switch. 
The  opening  of  the  hand  reset  switch  inter- 
rupts the  coil  circuit  of  contactor  4-  Simul- 
taneously an  auxiliary  contact  on  the  oil 
circuit  breaker  breaks  the  holding  circuit 
of  contactor  3.  The  machine  is  thus  dis- 
connected first  from  the  high-tension  alter- 
nating-current side  and  then  from  the  direct- 
current  and  low-tension  alternating-current 
sides. 

After  the  oil  circuit  breaker  has  been 
tripped  in  the  above  manner  and  the  hand 
reset  switch  opened,  the  station  will  not 
start  up  again  until  the  hand  reset  switch  is 
closed  by  the  inspector.  Consequently, 
relay  28  is  set  very  high  and  is  expected  to 
operate  only  in  cases  of  severe  trouble  where 
the  attention  of  an  inspector  would  be  neces- 
sary in  any  event. 
Low  Voltage 

Relay  27,  Fig.  13,  provides  the  alternating- 
current  low-voltage  protection.  When  low 
voltage  occurs,  the  left-hand  contacts  of 
27  are  closed  which  short-circuit  the  coil  of 
relay  27-X,  opening  it  and  interrupting  the 
supply  through  the  contacts  of  relay  3  to  the 
coil  of  contactor  4.  Relay  29,  in  a  certain 
sense,  performs  the  function  of  an  alternating- 
current  low-voltage  relay  whenever  the  con- 
\-erter  is  running,  since,  should  the  alternat- 
ing-current voltage  fall  too  much,  the  con- 
verter would  invert  and  supply  power  from 
the  trolley  to  the  alternating-current  system. 
Relay  29  would  then  open,  interrupt  the 
holding  circuit  of  contactor  4  and  shut  down 
the  machine. 

Overspeed 

The  syjeed-Hmit  device,  12,  on  overspeed 
closes  the  circuit  of  the  shunt  trip  of  the 
direct-current  circuit  breaker.  When  this 
opens,  the  auxiliary  switch  on  the  circuit 
breaker  interrupts  the  supply  to  the  coil  of 
contactor  4  and  the  equijjment  shuts  down. 
An  additional  safeguard  is  also  provided  by 
an  additional  set  of  contacts  on  the  speed- 
limit  device  which,  on  overspeed,  opens  the 
coil  circuit  of  contactor  4  also. 

Underspeed 

The  speed  control  switch  iS  is  a  centrifugal 
device,  the  contacts  of  which  remain  open 
until  approximate  synchronism  is  reached. 

Sequence 

The  sequence  of  events  is  primarily  fixed 
bv  the  controller.     However,  in  addition  to 


this,  there  are  electrical  interlocks  on  con- 
tactors 10  and  16  as  well  as  the  holding 
circuit  of  contactor  5,  all  of  which  are  addi- 
tional safeguards  against  incorrect  sequence. 
Furthermore,  contactors  10,  16,  I4,  and  31 
are  mechanically  interlocked. 
Polarity 

The  250-volt  exciting  generator  direct 
connected  to  the  motor  of  the  controller 
fixes  the  polarity  of  the  converter,  but,  as 
an  additional  precaution,  the  polarized 
relay  36  must  be  energized  in  the  proper 
direction  before  allowing  the  line  contactor 
18  to  close. 

Temperature 

Should  either  of  the  machine  bearings  over- 
heat, one  or  the  other  of  the  temperature 
relays  38  will  open,  de-energizing  contactor 
4  and  shutting  down  the  machine.  The 
relays  are  hand-reset  devices  and  hence  after 
functioning  require  the  presence  of  the 
inspector. 

When  the  load-limiting  resistor  overheats 
due  to  overload  peaks,  or  the  machine  reaches 
its  maximum  heating  due  to  cumulative 
overloads,  one  or  more  of  the  temperature 
relays  33  opens.  The  operation  of  any  one  of 
these  relays  de-energizes  relay  27  which 
latter  then  closes  the  left-hand  contact. 
This  action  short  circuits  the  coil  of  relay 
27-X  and  opens  the  coil  circuit  of  4-  The 
machine  then  shuts  down  until  the  tem- 
perature of  the  resistor  or  machine  lowers  to 
a  safe  operating  value,  after  which  it  will 
again  be  ready  to  start  on  load  demand. 

Balanced  Polyphase  Voltage 

This  protection  is  provided  on  the  low- 
tension  side  of  the  power  transformers  by 
means  of  the  two  relays  32  which  are  con- 
nected across  different  phases.  All  three 
phases  of  the  power  transformer  must  be 
excited  to  approximately  normal  voltage; 
otherwise  one  or  both  of  the  relays  32  will 
remain  open  and  prevent  the  starting  con- 
tactor 10  from  closing. 

Position  of  Converter  Brushes 

Proper  position  of  these  Inrushes  is  assured 
by  means  of  the  auxiliary  switches  on  the 
brush-raising  device. 

Reverse  Current 

Should  the  machine  start  to  invert,  due  either 
to  the  lowering  or  interruption  of  the  alter- 
nating-current supply  voltage,  the  reverse 
current  relay  29  will  open  and  de-energize 
contactor  4  shutting  down  the  machine. 
The  reverse   current   relav   also   acts   as   an 


352     April,  1020 


GENERAL  ELECTRIC   REVIEW 


VoL  XXIir,  No.  4 


Fig    18.      Automatic  Substation  of  the  Salt  Lake.  Garfield  and  Western  Railway.  600  Kw..  60  Cycle.  1500  Volts 


Fig.  19       Automatic  Substation  of  the  Pacific  Electric  Railway,  1000  Kw  .  SO  Cycle 


MODERN  DEVICES  AND    CONTROL  FOR  AUTOMATIC  RWY.  SUBSTATIONS     353 


auxiliar\-  to  the  overspeed  device.  It  is  set 
to  open  at  the  direct-current  running-light 
current  of  the  converter.  Consequently 
upon  the  loss  of  alternating-current  potential 
the  converter  begins  to  motor,  but  as  soon 
as  it  draws  an  appreciable  current  from  the 
trolley,  and  before  it  can  reach  a  dangerous 
speed,  relay  29  operates  disconnecting  it 
from  the  line. 

Interruption  of  Alternating-current  Supply 

An  interruption  of  the  alternating-current 
supply  may  occur  at  any  time  during  the 
cycle  of  operation.  Three  cases  will  cover  all 
contingencies. 

First,  while  segment  15  of  the  controller 
is  in  contact.  The  failure  of  supply  at  this 
point  leaves  the  high-tension  oil  circuit 
breaker  closed  but  all  other  devices  (except 
1)  are  de-energized.  When  the  supply  is 
re-established,  and  assuming  a  load  demand 
exists,  the  sequence  of  operations  at  once 
begins  where  it  left  off. 

Second,  after  segment  15  has  broken  con- 
tact and  before  segment  11  has  made  con- 
tact. The  failure  of  supply  leaves  the  oil 
circuit  breaker  closed,  but  opens  all  other 
devices  which  happen  to  be  closed  at  the 
time.  When  the  suppty  is  re-established, 
contactor  4  closes  but  contactor  5  cannot 
close  because  its  holding  circuit  has  been 
interrupted.  Consequently  neither  the  start- 
ing contactor  10  nor  the  running  contactor 
16  can  close.  However,  a  circuit  is  closed 
through  the  auxiliary  contact  of  5  to  segment 
19,  thence  to  segment  IS  and  the  coil  of  con- 
tactor 6.  This  action  starts  the  controller 
and  runs  it  to  the  "off"  position  and  trips 
the  oil  circuit  breaker  through  segment  24. 
It  is  then  ready  to  start  the  equipment  again 
if  there  is  a  load  demand. 

Third,  while  the  machine  is  running  and' 
delivering  load.  The  failure  of  supply  causes 
the  reverse-current  relay  to  operate  de-ener- 
gizing, through  contactor  4.  all  other  devices. 
The  oil  circuit  breaker  is  not  tripped.  Upon 
the  return  of  supply  the  same  action  takes 
place  as  outlined  under  the  second  case  above. 

Field  Current 

Relay  30  is  in  series  with  the  converter 
shunt  field;  its  contacts  are  in  series  with  the 
coil  of  line  contactor  18.  Failure  of  field 
current  at  any  time  thus  prevents  the  attempt 
to  carry  load. 

Converter  Flashover 

Converters  which  are  to  be  used  in  auto- 
matic   substations   are   equipped   with    flash 


barriers.  These  greatly  reduce  the  nimiber 
of  flashovers  and  materially  decrease  the 
damage  due  to  flashing.  Practically  perfect 
protection  can  be  obtained  by  the  use  of 
barriers  and  a  high-speed  circuit  breaker.  In 
addition  to  barriers,  all  new  (iO-cycle  convert- 
ers have  high  reluctance  commutating  poles 
and  a  protected  type  of  brush-holder.  These 
last  features  ha\-e  pro^•en  ^•ery  successful. 

ADJUSTMENTS 

The  foregoing  description  gives  only  the 
bare  outline  of  the  various  steps  by  which  a 
converter  is  started  and  stopped.  During  the 
time  the  substation  is  delivering  load,  it 
must  take  care  of  itself  under  all  conditions. 
It  is  not  within  the  scope  of  this  article  to  go 
into  the  many  fine  points  of  operation, 
however,  the  reader  will  have  already  gleaned 
a  general  idea  of  some  of  the  inore  important 
characteristics.  The  description  of  the  pro- 
tective features  brings  out  many. 

One  point  warrants  further  mention; 
namely,  the  matter  of  adjustments.  An 
otherwise  good  equipment  may  give  poor 
service  unless  every  de\'ice  is  in  good  working 
condition  and  properly  adjusted.  Unsatis- 
factory ser\ace,  for  example,  may  result  from 
the  improper  adjustment  of  overload  relays 
23,  24,  and  25.  These  might  be  set  too  high 
or  too  low  to  give  the  best  operating  con- 
ditions. Another  thing;  the  ohmic  values 
of  the  load-limiting  resistor  steps  require  the 
careful  attention  of  the  engineer  in  order  to 
best  fit  in  with  the  current  swings  during 
normal  and  rush  traffic.  Needless  to  say, 
the  physical  condition  of  the  individual 
pieces  of  apparatus  requires  intelligent  and 
regular  inspection. 

Herewith  are  given  some  of  the  more 
important  adjustments  of  which  a  modern 
equipment  is  susceptible.  It  should  be  noted 
that  most,  if  not  all,  of  them  are  matters 
of  trial  after  installation.  This  is  necessarily 
the  case  since  all  the  operating  pecularities 
of  a  given  road  cannot  be  anticipated. 

The  contact-making  voltmeter  is  adjusted 
to  make  firm  contact  with  normal  voltage  on 
the  bus.  The  contacts  should  open  at  a 
btis  voltage  such  that,  after  the  station  cuts 
in,  the  machine  will  deliver  an  economical 
load.  This  value  varies  according  to  the 
service,  from  4.50  volts  to  .350  volts  on  a 
normal  600-volt  system. 

The  primary  adjustment  on  relay  3  is 
the  time  element.  This  varies  with  con- 
ditions but  the  relay  is  ordinarily  set  between 
three  and  eight  minutes. 


354     April,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  4 


The  overspeed  device  12  is  adjusted  to 
function  at  from  10  to  15  per  cent  overspeed. 

The  speed  control  switch  13  is  set  to  close 
its  contacts  at  between  95  and  100  per  cent 
speed,  with  the  necessary  allowance  made  in 
variation  of  transmission  line  frequency. 

Relay's  23,  21^,  and  25  are  adjustable  both 
for  time  and  opening  value.  The  current 
setting  of  these  is  usually  about  130,  150,  and 
170  per  cent  of  the  fuJl-load  current  of  the 
machine.  Their  final  setting,  however,  is 
entirely  dependent  upon  the  load  conditions. 
The  time  setting  is  so  adjusted  that,  when  all 


Relay  28  is  set  for  about  225  to  250  per 
cent  load  with  a  time  setting  of  from  three  to 
four  seconds. 

Relay  29  should  open  its  contacts  when  the 
converter  is  running  light  from  the  direct- 
current  side  and  with  the  high-tension  oil 
switch  open. 

Relays  32  are  so  adjusted  they  will  not 
close  when  the  power  transformer  is  energized 
and  one  or  another  of  the  high-tension  dis- 
connecting switches  are  open.  They,  of 
course,  should  close  immediately  all  three  high- 
tension  disconnecting    switches    are    closed. 


Fig.  20.      Automatic  Subsiiiuun  uf  the  Conestoga  Traction  Company.  500  Kw-.  25  C>'clc 


of  them  have  opened  on  overload,  the  one 
controlling  the  largest  section  of  load  limiting 
resistance  should  come  in  first  in  about  five 
to  six  seconds,  the  next  one,  seven  to  eight 
seconds,  and  the  last  one,  controlling  the 
smallest  section  of  resistance,  in  nine  to  ten 
seconds. 

Relay  27  is  set  just  below  the  minimum 
point  of  the  high-tension  line  voltage 
variation.  Ordinarily,  if  this  relay  is  ad- 
justed to  close  its  left-hand  contacts  at 
about  15  per  cent  reduction  in  transmis- 
sion line  voltage,  it  will  be  satisfactory-. 
In  this  connection,  care  is  taken  to  see 
that  the  22()-volt  alternating-current  control 
bus  is  as  close  to  normal  voltage  as  possible, 
changing  the  taps  on  the  control  transformer, 
if  necessa^\^ 


The  bearing  thermostats  have  a  fixed 
setting  at  about  100  deg.  C.  The  ther- 
mostats mounted  over  the  load-limiting 
resistance  are  adjustable  over  a  wide  range 
and  the  setting  depends  entirely  upon  the 
method  of  mounting  and  distance  from  the 
grids.  It  is  usually  set  by  trial,  by  opening 
relays  23,  24.  and  23  and  allowing  all  the 
current  to  feed  through  the  load-limiting 
resistor.  This  condition  is  maintained  until 
the  resistors  reach  a  temperature  well  abo\e 
the  boiling  point  of  water  and  below  a  dull 
red  heat. 

The  setting  of  underload  relay  37  is  de- 
pendent entirely  upon  service  conditions  anil 
should  be  adjusted  by  trial  so  the  machine 
will  be  shut  down  when  delivering  an  uji- 
economical  load. 


N.    E.    L.    A. 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.   5 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady.  N.  Y. 


MAY,   1920 


^ 

CONVENTION   NUMBER 


For 
Fractional  H.  P.  Motors 


WHERE  maximum  productiveness 
coupled  with  maximum  serviceabil- 
ity is  the  dominant  idea  back  of  a  machine, 
freedom  from  breakdown  interruptions 
must  be  an  in-built  quality.  Hundreds 
of  thousands  of  high-speed,  high-duty 
electrical  machines  are  fortified  against 
shaft-in-bearing  friction  dangers  by  the 
use  of  "tiZBIM"  Bearings,  with  their  tre- 
mendous factor  of  safety  against  the  de- 
structive effects  of  high-speed  operation 
over  long  periods. 

See  thai  your  Motors 
are  "NORmfl"  Equipped 

THE  M^MM/^  C^MIF/^MY 

/nlmaM©  /3\''®imM(g 
femj  Ig!laifii(i  CK^ 

Ball, Rol lei". Thrust  and  Combination  Bearinqs 


General  Electric  Review 

A  MONTHLY  MAGAZINE  FOR  ENGINEERS 

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Vol.   XXIII,   N.,.    .-.  ,yCe,:iTE&^cLpa,.y  MaY,    1920 

CONTENTS  Page 

Frontispiece:  White  Way  Lighting  on  Broadway,  Los  Angeles 3ol) 

Editorial : 

From  LTnccrtainty  to  Unprecedented  Activity 357 

By  J.  R.  LovFjoY 

Electricity  at  the  Pasadena  Convention 358 

By  R.  H.  Ballard 

Proposed  Changes  in  Conducting  N.  E.  L.  A 359 

By  Thomas  Addison 

An  Alternative  for  Outdoor  Generators 360 

By  Henry  G.  Reist 

Intensive  Street  Lighting 362 

By.  W.  D'Arcy  Ryan 

Fundamental  Principles  of  Polarity,  Phase  Rotation,  and  Voltage  Diagrams  of  Transformers     374 

By  A.  BoYAjiAN 

Relative  Merits  of  Connections  Employed  in  High  Voltage  Generating  Stations  .        .     386 

By  Ernest  Pragst 

Sixty-cycle  Converting  Apparatus 392 

By  J.  L.  Buknham 

Design  of  a  Super  Power  Station 399 

By.  H.  Goodwin,  Jr.,  and  A.  R.  S.mith 

Some  Corona  Tests 419 

By  W.  W.  Lewis 

The  Alternating  Current  Network  Protector 427 

By  H.  C.  Stewart 

Alternating  Current  Lightning  Arresters 429 

By  V.  E.  Goodwin 

Metallic  Resistor  Electric  Furnaces  for  Heat  Treating  Operations 433 

By  E.  F.  Collins 

A  New  Type  of  Arc-welding  Generator 442 

By  S.  R.  Bergman 

A  New  Ty]je  of  Gathering  Locomotive ^ 446 

By  John  Liston 

Self-interest  Will  Solve  the  Problems  Confronting  Electrical  De^■elopmen1  .         .         .451 

By  A.  Emory  Wishon 

The  Mariner:    The  First  Electrically  Operated  Trawler     ........      455 

B>'  John  Liston 

Question  and  Answer  Section 4()4 


=4 

— 1. 

-^. 

_^ 

FROM  UNCERTAINTY  TO  UNPRECEDENTED  ACTIVITY 


I  am  delighted  to  have  the  opportunity 
afforded  by  this  issue  of  Gexeral  Electric 
Review  of  expressing  to  the  members  of  the 
National  Electric  Light  Association  in  con- 
vention at  Pasadena,  Cal.,  the  deep  apprecia- 
tion of  the  General  Electric  Company  for 
their  considerate  and  patient  attitude  toward 
us  during  the  trying  period  since  the  closing 
months  of  1918  and  throughout  the  greater 
part  of  1919, 

During  this  period  the  manufacturer  was 
confronted  with  stoppage  of  work  and  heavy 
cancellation  of  orders  for  apparatus  and 
material,  particularly  on  account  of  Govern- 
ment contracts,  involving  accumulations  of 
raw  materials  sei-viceable  primarily  for  the 
completion  of  such  contracts.  The  sudden 
cessation  of  work  early  in  1919  imposed  upon 
the  manufacturer  serious  problems  of  redis- 
tribution of  labor  to  a  more  normal  con- 
dition. Costs  of  raw  materials  fluctuated, 
credits  were  strained  to  the  limits  of  safety, 
and  business  conditions  generally  were  warped 
and  distorted.  It  was  difficult  to  deal  with 
these  conditions  from  day  to  day  and  impos- 
sible to  forecast  the  future  with  any  degree  of 
certainty.  It  was  not  a  period  for  initiative 
and  progress;  the  manufacturer  could  not 
venture  to  provide  additional  facilities  or 
accumulate  stocks  of  materials;  in  fact,  they 
"marked  time"  awaiting  a  clearer  vision  of 
of  the  immediate  future. 

It  is  most  astonishing  how  rajjidly  industry 
recovered  from  the  uncertainty.  In  the  early 
spring  of  1919  there  were  indications  of 
improvement  and  there  arose  within  four  or 
five  months  thereafter  a  demand  for  electric 
apparatus  ''and  devices  that  grew  to  such 
proportions  in  the  succeeding  months  of  the 
year  that  all  doubts  which  existed  a  few 
months  before  were  dispelled.  This  cur\-e 
of  demand  continued  uinvards  with  such 
rapidity  that  the  existing  facilities  were 
taxed  to  their  maximum,  and  in  the  closing 
months  of  the  year  1919,  continuing  through 


January  and  February  of  192U,  the  electrical 
industry,  and  presumably  many  others, 
were  not  in  a  position  to  accept  additional 
business  assuring  reasonably  prompt  or  cer- 
tain deliveries.  Such  is  the  condition  toda>'. 
In  less  than  twelve  months  there  was  a 
complete  industrial  cycle  from  uncertainty 
to  unprecendented  activity  with  possibly 
some  misgivings  as  to  the  future. 

Additional  facilities  are  now  being  pro- 
vided as  rapidly  as  possible,  regardless  of 
excessive  cost  of  construction  and  equipment; 
unfortunately,  such  facilities  are  not  im- 
mediatelv  available  and  will  not  be  pro- 
ductive for  several  months.  In  the  mean- 
time every  effort  is  being  put  forth  to 
stimulate  production. 

The  business  of  1919  as  it  gathered  force 
disclosed  rather  unusual  features.  There 
was  less  than  a  normal  demand  for  large 
generating  and  distributing  apparatus;  there 
was  an  increasing  demand  for  small  apparatus, 
such  as  induction  motors,  especially  from 
industrial  plants,  stimulated  no  doubt  by  the 
demand  for  the  product  of  such  industrial 
concerns.  Tremendous  activity  developed  for 
small  or  fractional  horse-power  motors  and 
electric  ranges  and  heating  devices  for  domes- 
tic and  industrial  uses.  The  aggregate  rating 
of  such  motors  contracted  for  in  1919  from  all 
sources  is  estimated  to  exceed  a  million  horse 
power  and  the  rated  cajjacity  of  electric  heat- 
ing units  in  excess  of  1,2()(J,()()0  kilowatts. 

Contrary  to  the  general  impression  there 
was  an  increased  and  well  sustained  demand 
for  car  equipments  for  electric  railways.  The 
electrification  of  steam  roads  and  terminals 
did  not  progress  for  obvious  reasons.  Recently, 
however,  there  has  been  a  ouickening  of 
thoiight  and  action  on  the  part  of  the  manage- 
ment of  these  properties  as  the  transportation 
systems  are  being  returned  to  their  original 
owners  and  operators. 

Throughout  the  year  the  central  station 
management   likewise   had   their  troubles  in 


358     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  r> 


their  endeavor  to  meet  the  demands  for  power 
in  excess  of  existing  facilities,  and  to  pro- 
vide, within  the  accepted  Hmits  of  sound 
finance  and  earning  power,  funds  necessary 
for  improvements  and  expansion.  The  future 
possibilities,  however,  of  the  growth  of  the 
central  station  industry  are,  in  my  judg- 
ment, most  hopeful,  and  the  field  and  scope 
of  operation  are  expanding  and  are  most 
promising.  It  would  seem  to  be  a  new  era  of 
development  for  the  central  station  industry, 
and  I  firmlv  believe  that  sound  financint:  will 


be  forthcoming  to  support  the  efforts  of 
executives  and  managers  of  established  public 
utilities  to  supply  the  demand  of  the  public 
for  light  and  power.  L'nwise  legislation  and 
decisions  may  retard,  but  cannot  prevent  the 
ultimate  development  of  the  central  station 
industry-,  which  is  founded  on  such  sound 
economic  principles  and  conducted  in  a 
manner  best  conser\-ing  the  interest  of  the 
public. 

J.    R.    LOVEJOY, 
Vice-President,  General  Electric  Company. 


ELECTRICITY  AT  THE  PASADENA  CONVENTION 


In  the  economic  transition  that  has  taken 
place,  electricity  emerges  the  dominant 
factor  in  the  world's  work  and  as  such  is 
confronted  with  problems  and  undertakings 
of  a  scope  and  urgency  beyond  all  parallel. 
The  annual  convention  of  the  National 
Electric  Light  Association  to  be  held  at 
Pasadena,  California,  May  IS  to  22,  comes 
at  a  time  when  these  considerations  are  of 
paramount  importance  to  the  future  of  the 
industry  itself  and  to  the  life  and  activities 
of  the  nation  at  large  This  convention,  repre- 
senting as  it  does  an  invested  capital  of  some 
$3,(J00,0()(),()()(),  will  bring  into  concerted 
action  the  great  construction  forces  of  the 
industrs-  to  deliberate  and  devise  the  ])hysical 
and  practical  side  of  these  propositions,  and 
will  attract  likewise  representation  on  the 
part  of  the  financial  interests  who  will  desire 
to  appraise  and  compute  them  as  bases  of 
the  imm.ense  funding  requirements  that  will 
be  needed  to  consummate. 

The  tremendous  demands  that  are  thrust 
upon  the  electrical  industry-  as  a  result  of 
world-wide  depletion  of  other  resources  are 
so  immediate  and  ])ressing  as  to  give  them 
added  pro])ortions.  The  war  and  its  ravages 
Jiave  served  to  show  how  j^recarious  is  the 
supply  of  natural  fuel  deposits,  such  as  coal, 
petroleum  and  timber,  unless  carefully  con- 
served. Electricity,  provided  by  Nature  as 
her  own  means  of  conservation,  is  now  called 
upon  to  fulfill  this  greater  destiny  and  must 
be  made  forthwith  to  meet  and  perfomi  the 
many  economic  needs  that  await  its  universal 
application.  Money,  men  and  j^roduction 
are  the  requi.sites — and  above  all  action,  for 
time  is  the  essence. 

Money  in  enormous  quantities  will  be 
required  to  develop  water  sources  during  the 
next   ten   vears  and   turn   them   into   h\-dro- 


electric  energy  which  will  become  instantly 
active  in  the  production  of  foodstuffs  which 
the  world  craves,  and  in  turning  raw  materials 
into  finished  products.  The  orderly  financing 
of  this  new  electrical  era  in  a  way  that  will  not 
be  inimical  to  the  security  of  capital  honestly 
invested  in  other  processes  over  which 
electricity  has  taken  economic  precedence, 
is  of  vital  interest  to  the  bankers  of  America. 
The  Pasadena  Convention  is  a  timely  occasion 
for  acquiring  first-hand  information. 

Power  generating  companies  are  being 
called  upon  from  the  Atlantic  to  the  Pacific 
to  increase  the  output  of  their  product 
against  the  advancing  price  of  coal,  oil  and 
other  portable  fuel.  The  railway  lines  which 
cobweb  the  continent  and  perform  the 
gigantic  work  of  transportation  are  probably 
the  greatest  consumers  of  the  oil  and  coal 
in  Earth's  storehouse.  It  is  apparent  that 
the  electrical  industr\-  is  faced  with  under- 
taking the  electrification  of  some  of  the  steam 
railroads  and  the  increasing  of  their  facilities 
for  generating  and  carrying  this  new  and 
ponderous  load.  Upon  the  manufacturers 
devolve  the  necessity  of  turning  out  electrical 
machiner>-  and  api)aratus  which  will  facilitate 
steam  and  hydro-electric  generation  and 
conserve  the  current  required  for  railroads, 
factories,  lighting  and  domestic  uses. 

To  make  ever\'  home  in  America  an 
electrical  one  and  to  see  that  apiiliances 
designed  to  do  the  work  of  c.ial  and  oil  are 
of  the  highest  tyi)e  and  perfectly  installed 
will  be  imjxirtant  matters  for  jobbers,  dealers 
and  contractors — but  all  of  these  themes  must 
be  in  attune  with  the  one  vibrant  chord.  Serv- 
ice. Service  with  profit;  Ser\ice  that  will 
make  electricity  sui)crlative;  Ser\-ice  first,  last 
and  always;  the  Service  that  ser\-es. 

R     H.   B.\I.L.\RD. 

President.  N.  K.  1..  .\. 


EDITORIAL 


^59 


PROPOSED  CHANGES  IN  CONDUCTING  N.E.L.A. 


For  some  years  past  the  Annual  Convention 
of  the  National  Electric  Light  Association 
has  seemed  to  many  to  have  lost  interest, 
because  of  its  thousands  of  delegates,  its 
numerous  meetings,  and  the  extensive  and 
elaborate  programs  that  were  attempted  to 
be  carried  out.  In  other  words,  the  con- 
ventions have  seemed  unwieldly,  and  to  some 
extent  uninteresting,  because  of  their  size  and 
extent. 

Also,  during  the  past,  it  has  seemed  to 
many  of  us  in  the  manufacturing  end  that  the 
representatives  of  the  manufacturing  interests 
were  not  given  quite  that  representation  in  the 
organization,  or  that  interest  in  its  delibera- 
tions, to  which  they  were  entitled — this, 
notwithstanding  it  has  been  quite  generally 
recognized  that  the  manufacturing  and  the 
operating  interests  were  distinctly  in  partner- 
ship in  promoting  the  business  as  a  whole. 
The  manufacturing  interests,  with  their  great 
research  laboratories,  have  done  much  to 
advance  the  state  :f  the  art,  perfect  ma- 
chinery, bring  out  new  devices,  etc.,  in  thus 
indirectly  promoting  the  more  extensive  use 
of  electric  current  in  every  branch  of  our 
national  life. 

It  goes  without  saying  that  the  manu- 
facturing interests  need  the  operating  interests 
as  an  outlet  for  their  product — but  to  the 
same  extent  the  operating  interests  need  the 
manufacturing  interests  in  order  to  furnish 
the  machinery,  devices,  new  appliances,  etc.. 
that  are  necessary  to  a  proper  expansion  of  the 
business  as  a  whole.  In  other  words,  there  is 
a  distinct  partnership  between  the  two 
interests,  each  needing  the  other,  each  vitally 
and  equally  interested  in  the  welfare  of  the 
other  in  extending  the  business  in  every 
direction. 


Fortunately,  our  president,  Mr.  R.  H. 
Ballard,  has  not  only  recognized  this  situation, 
but  has  been  able  to  give  the  interests  of  the 
Association  his  undivided  attention  during 
the  year  of  his  presidency,  and  he  has  sought 
to  correct  matters  in  the  following  manner: 

First: — In  the  matter  of  decentralization 
of  the  national  organization,  and  the  building 
up  of  the  local  associations. 

Second: — In  adding  representatives  of  the 
manufacturing  interests  to  at  least  one  of  the 
imjiortant  committees. 

This  decentralization  of  the  National  and 
the  building  up  of  the  Local  Associations  will, 
it  seems  to  me,  greatly  extend  the  influence 
of  the  Association  as  a  whole.  It  will  revive 
the  waning  interest  of  many  important 
men  connected  with  the  business,  and  will 
bring  into  the  local  associations  a  large 
number  of  new  men  who  would  not  have 
taken  any  great  interest  in  the  national 
association.  Further,  the  more  frequent 
meetings  of  the  local  associations  will  help 
to  keep  alive  the  interest  of  a  larger  number  of 
important  men,  and  in  every  way  extend  the 
Association's  influence. 

Representation  of  the  manufacturing 
interests  also  seems  a  step  in  the  right 
direction  and  will,  in  the  minds  of  many, 
still  further  extend  the  influence  of  the 
association. 

Both  steps  seem  to  me  very  necessary  and 
promising  for  the  future  influence  of  the 
National  Association.  It  is  hoped  and 
expected  that  the  meeting  of  the  National 
Association  at  Pasadena  in  May  will  ratify 
and  approve  both  of  these  measures,  thus 
bringing  about  a  much  desired  and  much 
needed  reform. 

Thomas  Addison. 

Mgr.  Pacific  Coast  District, 
General  Electric  Company 


360     -May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  .5 


An  Alternative  for  Outdoor  Generators 

By  Henry  G.  Reist 
Engineer,  Alterx-\ting-current  Engineering  Dep.\rtment,  Gener.\l  Electric  Comp.\ny 

In  an  article  on  Outdoor  Generators,  by  Mr.  H.  W.  Buck,  in  our  March,  1920,  issue,  credit  was  given  to  Mr. 
H.  G.  Reist  for  having  first  proposed  the  construction  described  therein.  Mr.  Reist  recognizes  that,  while  there 
are  a  great  many  advantages  in  such  construction  from  an  economical  standpoint,  there  are  also  some  dis- 
advantages and  these  are  pointed  out  in  the  present  article.  The  principal  difficulty  is  to  construct  the  gener- 
ator so  that  windings  will  be  kept  dry,  and  at  the  same  time  be  properly  ventilated.  Condensation  on  the  coils 
under  certain  atmospheric  conditions  is  also  a  common  occurrence  and  steps  must  be  taken  to  prevent  it.  In 
cold  weather  lubricating  oils  become  sluggish  and  are  liable  to  cause  trouble  unless  the  bearings  are  carefully 
watched.  To  overcome  these  difficulties  Mr.  Reist  suggests  as  an  alternative  that  standard  generators  be  used 
and  housed  under  inexpensive  semi-portable  shelters. — Editor. 


Many  engineers  have  in  the  last  few  years 
called  attention  to  the  necessity  of  developing 
all  available  water-powers  for  generating 
electric  current  to  conser\'e  our  fuel  supph\ 
While  such  developments  are  desirable  at  this 
time,  it  is  becoming  increasingly  difficult  to 
make  them,  due  to  the  scarcity  of  materials 
and  capital  and  to  the  shortage  and  high  cost 
of  labor. 

Dr.  Steinmetz  has  repeatedly  proposed 
small  power  plants  at  intervals  along  streams, 
to  minimize  the  hydraulic  development. 
Xo  doubt  in  many  places,  particularly  in 
rolling  land,  great  saving  may  be  made  b\- 
utilizing  small  dams  of  relatively  low  head, 
rather  than  by  building  more  massive  dams 
which  give  a  larger  amount  of  power  at  one 
place.  This  would  probably  be  the  case  in  a 
farming  country,  where  with  high  dams  much 
valuable  land  would  have  to  be  flooded. 

With  the  development  of  automatic  stations 
the  gathering  of  power  from  distributed  power 
houses  is  much  more  economical  than  was  the 
case  when  attendants  had  to  be  provided 
at  each  installation.  Such  distributed  power 
installations  can  utilize  either  synchronous 
or  induction  generators.  The  induction 
generator  was  proposed  on  account  of  its 
simplicity  of  operation,  but  with  this  type 
of  generator  magnetizing  current  has  to  be 
supplied  from  another  source,  which  is  not 
always  convenient. 

Methods  of  operating  synchronous  plants 
without  attendants  have  been  worked  out  and 
applied  with  entire  satisfaction;  therefore  it  is 
probable  that  synchronous  generators  will 
generally  be  used  for  small  plants  as  well  as 
for  large  ones. 

One  of  the  methods  of  saving  expense  in  the 
construction  of  power  plant  installations  is  in 
the  omission  of  the  power-house,  utilizing 
outdoor  generators  in  the  same  manner  as 
transformers  and  switches  are  used  in  outdoor 
sub-stations.  There  is  no  doubt  that  we 
have  spent   too  much   money   for  houses  to 


roof  over  watem"heel-dri\-en  generators.  We 
should,  however,  not  deceive  ourselves  and 
assume  that  power  stations  are  built  wholly 
to  protect  the  generators.  They  also  generally 
contain  transformers,  switchboards,  busbars, 
switches,  exciters,  repair  shops,  offices  and 
other  conveniences.  Since  we  have  learned 
to  put  many  of  these  things  out  of  doors, 
especially  transformers  and  high  potential 
switches  and  busbars,  which  take  a  good  deal 
of  room,  no  doubt  power-houses  can  be  built 
very  much  smaller  along  the  lines  of  present 
construction.  These  buildings  will  still  need 
to  have  considerable  height  to  give  head-room 
for  erecting  and  dismantling  the  generating 
unit,  and  for  the  traveling  crane.  The  walls 
must  also  be  heavy  to  carry  the  load  put  on 
the  crane. 

Outdoor  generators  ha\e  been  ])roposed 
frequently,  and  I  believe  a  few  machines  have 
been  installed  in  this  way.  An  article  on  the 
subject  by  Mr.  H.  W.  Buck  was  published  in 
the  Gener.\l  Electric  Review  of  March. 
1020,  in  which  the  advantage  of  such  con- 
struction is  clearly  pointed  out.  That  both 
sides  may  lie  presented  I  wish  to  call  attention 
to  a  few  of  the  difficulties  encountered  in  such 
construction.  We  have  always  assumed  and 
believed  it  to  be  desirable  to  keep  the  wind- 
ings of  electric  machines  drj-.  It  is  difficult  to 
maintain  this  condition  and  get  proper  venti- 
lation in  a  generator  exposed  to  the  weather, 
without  S])ecial  construction  and  additional 
expense.  If  the  generator  is  allowed  to 
become  cold  when  not  in  use  there  is  likely 
to  be  condensation  of  moisture  on  coils  under 
certain  atmospheric  conditions.  To  i^revent 
this,  many  pieces  of  electric  ai)paratus  are 
provided  with  special  heaters  of  some  sort 
to  keep  the  machine  warm  when  it  is  idle. 

In  case  machines  are  exposed  in  ver\-  cold 
weather  there  is  danger  of  difficulty  from  the 
oil  becoming  too  thick.  This  danger  would 
apply  especially  to  self-oiling  thrust  Ix-arings 
l)laced  at  the  top  of  the  machines,  since  these 


AX  ALTERNATIVE  FOR  OUTDOOR  GENERATORS 


361 


niik'ht  heat  at  starting  before  the  oil  became 
sufficiently   thin  to  circulate  freely. 

Automatic  stations,  which  operate  without 
an  attendant,  should  be  inspected  from  time 
to  time  by  a  ]mtrol.  In  case  of  very  cold 
or  disagreeable  weather  it  is  ijrobablc  that 
such  inspection  would  be  superficial. 

On  synchronous  machines  placed  out  of 
doors  the  installation  of  exciter  units  presents 
difficulties.  In  small  machines  exciters  are 
frequently  belted  and  on  larger  machines  they 
are  either  direct  connected  or  driven  by 
motors.  Whate\-er  arrangement  is  used  con- 
siderable inconvenience  will  be  caused  by  lack 
of  a  protecting  roof.  In  some  installations 
these  parts,  together  with  the  governing 
mechanism,  can  be  placed  in  chambers  in  the 
masonry  below  the  generator  floor;  but  in 
other  cases,  due  to  danger  from  high  water, 
this  could  not  be  done,  and  with  small  low 
head  machines  such  masonry  construction 
would  add  considerably  to  the  expense. 

I  would  suggest  that  instead  of  building 
special  weather-proof  out-of-door  generators, 
standard  generators  be  used  and  that  simple 
inexpensive  semi-portable  shelters  be  erected 
over  them.  In  the  case  of  several  machines  in 
one  installation  it  will  be  desirable  to  have  a 
low  house  extending  over  the  line  of  machines, 
with  a  gantry  crane  bridging  the  house — the 


house,  or  at  least  its  roof,  to  be  made  in 
sections  which  can  be  moved  on  a  track 
parallel  with  the  line  of  generators  to  telescope 
with  the  roof  over  the  adjacent  generator,  or 
a  unit  roof  over  each  generator  may  be  lifted 
bodily  from  its  place  by  means  of  a  crane. 
The  crane  can,  to  advantage,  be  enclosed,  as 
suggested  by  Mr.  Buck  in  his  article  referred 
to.  There  would  be  sufficient  heat  generated 
to  keep  such  a  power-house  comfortable,  and 
by  suitably  arranging  the  ventilators,  warm 
air  could  be  passed  over  any  generator  that 
was  not  in  use,  thus  overcoming  the  difficulties 
which  might  be  experienced  with  the  gener- 
ators out  of  doors. 

The  simple  house  suggested  would  provide 
a  shelter  for  the  exciters,  watcrwheel  govern- 
ors, and  the  patrol  on  his  visits,  and  would 
seem  to  offer  all  the  advantages  of  a  more 
expensive  power-house. 

It  is  probable  that  a  protecting  house,  as 
described,  could  be  constructed  for  little  more 
than  the  extra  cost  of  a  generator  exposed  to 
the  weather. 

I  have  tried  to  show  how  a  considerable 
amount  of  the  ordinary  investment  in  hydrau- 
lic power-house  could  be  saved  without  losing 
any  operating  advantages.  We  would  save 
money  which  is  sometimes  lavishly  put  into 
monumental  power-houses. 


^^{X>;5(»^:-:i> :.    . 


The  Outdoor  Generating  Station,  for  which  an  alternative  is  proposed 


362     May,  1<»20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


Intensive  Street  Lighting 

By  W.  D'Arcy  Ryan 

Director,  Illuminating  Engineering  Laboratory,  General  Electric  Company 

In  1905  the  first  ornamental  street  lighting  system  was  installed  on  Broadway,  Los  Angeles.  This  was 
the  cluster  ball  globe  standard  and  has  been  generally  copied  throughout  the  country.  In  1911  the  first  real 
"White  Way"  was  lighted  in  New  Haven,  Conn.  A  single-light  ornamental  luminous  arc  standard  was  used. 
Similar  systems  have  been  installed  in  many  cities.  Now  comes  a  new  epoch  in  street  lighting,  the  "Inten- 
sive White  Way,"  which  has  had  its  inauguration  on  the  Pacific  Coast  and  is  rapidly  spreading  eastward. 
The  author  points  out  the  architectural,  engineering,  commercial,  and  protective  advantages  of  such  a  sys- 
tem and  gives  cost  data  on  the  various  installations  that  have  been  made. — Editor. 

(2)  The      minimized      window      reflections     on 
account  of  the  height  of  the  lamps. 

(3)  The  intensity  of  the  illumination   and  the 


Intensive  street  lighting,  which  had  its 
inception  on  the  Pacific  Coast  during  the  war, 
is  here  to  stay ;  and  this  latest  development  in 
street  lighting  is  rapidly  moving  from  the 
Pacific  to  the  Atlantic. 

The  first  installation  was  made  in  San 
Francisco  on  Market  Street  in  1916  and  is 
known  as  the  "Path  of  Gold."  Notwith- 
standing that  the  cost  of  such  an  installation 
was  far  in  excess  of  anything  heretofore  used, 
the  results  were  so  successful  from  every  point 
of  view  that  one  year  later  the  system  was 
extended  to  include  the  entire  business  tri- 
angle; so  at  the  present  time  San  Francisco's 
main  business  district  is  intensively  lighted. 

A  similar  system,  designed  for  ^Iain  Street. 
Salt  Lake,  was  also  put  into  operation  about 
the  same  time.  In  January  of  this  year  the 
fourth  installation  of  magnitude,  viz.,  Broad- 
way, Los  Angeles,  known  as  the  Radiant  Way. 
was  illuminated  with  an  intensive  system: 
and  for  the  first  time  two  designs  of  standards 
were  used  in  order  to  break  the  monotony  of 
continuous  repeat.  This  new  note  in  street 
lighting  arsthetics  is  worthy  of  careful  study. 

The  so-called  intensive  lighting  funda- 
mentally differs  from  the  ordinary  white-way 
lighting  in  the  following  respects:  Greatly 
increased  illumination;  relatively  high  lamp 
standards;  initial  installation  costs  ranging 
from  S4.00  to  $8.00  per  front  foot  in  place 
of  approximately  $1.00  to  S2.00;  and  mainte- 
nance costs  proportionately  higher. 

In  a  sense,  intensive  white-way  lighting 
might  be  regarded  as  general  floodlighting ;  ad- 
vantage being  taken  of  the  natural  decorative 
feature  of  the  unit  itself  as  contrasted  with 
ordinary  floodlighting  where  the  light  is  con- 
cealed in  a  uni-directional  floodlight  housing. 

Intensive  street  lighting  is  in  a  class  by 
itself  and  the  expense  of  installation  and 
operation  is  borne,  for  the  greater  part,  by  the 
merchants    and    property    owners.  The 

especially  prominent  features  of  this  type  of 
street  lighting  arc  as  follows: 

(1)  The  cosmopolitan  atmosphere  and  dignified 
;i-sthetic  effects  of  the  standards  by  day  as  well  as  by 
night. 


uniformity  of  distribution  on  the  street  and  building 
facades,  with  emphasis  on  the  comers  in  both  the 
light  and  the  design  of  the  standards. 

(4)  The  readiness  with  which  features  of  people 
in  the  street  can  be  distinguished,  particularly  in 
automobiles  with  the  tops  up.  which  demonstrates 
the  undercutting  effect  of  the  light. 

(5)  The  brilliancy  and  sparkle  and  good 
simultaneous  contrast  of  the  luminous-arc  units  with 
the  window  and  sign  lighting. 

(6)  The  illumination  of  the  building  facades  and 
sharpness  of  the  cornice  lines  against  the  sky. 

(7)  The  increased  intensity  as  compared  with  the 
lighting  of  intersecting  streets,  clearly  marking  the 
main  thoroughfare. 

(8)  The  golden  tone  of  the  glassware  which  gave 
San  Francisco's  Market  Street  the  name  of  the 
"Path  of  Gold." 

This  glassware  is  used  onl\-  on  the  Pacific 
Coast  and  is  merely  a  suggestion  of  the 
Golden  West.  It  is  intended  for  the  daylight 
effect,  as  this  tone  of  glassware  is  less  insistent. 
However,  it  is  slightly  detrimental  at  night  as 
it  naturally  tones  down  the  whiteness  of  the 
light  and  reduces  the  simultaneous  contrast. 
In  other  words,  it  is  a  sacrifice  made  for  the 
day  appearance  and  is  not  generally  recom- 
mended. 

Notwithstanding  the  relatively  high  initial 
cost,  the  ().()-ampere  luminous  arc  lamp  has 
been  generally  selected  for  these  intensive 
systems  because  of  its  white  light,  sparkle, 
and  operating  economy.  It  imparts  to  the 
street  life  impossible  to  obtain  in  anything  like 
the  same  degree  with  a  still  light  and,  as 
previously  stated,  has  the  advantage  of 
simultaneous  contrast  with  other  lights. 

On  the  other  hand,  we  may  look  for  a 
wonderful  development  in  Mazda  Intensive 
Lighting.  The  latest  example  in  this  line  is 
embodied  in  the  new  system  now  being 
installed  in  Saratoga  Sjjrings.  N.  Y.  The 
glassware  used  is  entirely  unique  and  very 
graceful  in  design.  One  of  the  iirincipal 
advantages  is  the  duo-intensity  control  with- 
out the  use  of  additional  series  wires  from  the 
jjoint  of  distribution,  making  it  ])ossible.  for 
exami)lc,  to  reduce  the  lighting  from  1000  to 


INTENSIVE  STREET  LIGHTING 


363 


364     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  5 


2.50  candle-power  at  midnight  or  other  pre- 
determined time.  This  system  will  be  care- 
fully watched  and  if  it  proves  as  successful 
as  anticipated,  it  is  bound  to  become  a  ver\' 
important  factor  in  street  lighting,  particu- 
larly as  it  furnishes  an  intensive  system  during 
the  early  evening  and  a  moderate  amount  of 
light  throughout  the  balance  of  the  night, 
with  all  lamps  burning.  This  method  has 
many  advantages  over  the  present  systems 
of  turning  out  more  or  less  of  the  lights 
completely. 

There  are  a  number  of  other  points  which 
might  be  mentioned  in  connection  with 
Intensive  Lighting,  but  they  will  not  be 
enumerated,  except  to  say  that  systems  of 
this  kind  are  not  only  a  benefit  to  the  mer- 
chants and  property  owners  in  stabilizing  real 
estate  values  and  increasing  window  shop- 
ping, but  they  are  of  material  assistance  to 
the  police  and  fire  departments,  a  benefit  to 
the  general  public,  and  are  of  considerable 
advertising  value  to  the  city. 

The  following  statistics  (by  A.  F.  Dickerson) 
on  some  of  the  recent  intensive  White  Ways 
which  have  been  installed  in  accordance  with 
plans  issued  by  the  Laboratory  arc  given, 
together  with  photographs  of  the  actual  in- 
stallations. It  should  be  borne  in  mind  that 
these  figures  represent  the  costs  at  the  time 
of  installation.  In  many  cases  operating  costs 
have  increased  above  those  enumerated. 

Main  Street:     Salt  Lake  City 

This  system  consists  of  70  standards,  each 
carrying  three  (i.O-amp.  General  Electric 
ornamental  luminous  arc  lamps.  The  stand- 
ard envelopes  the  trolley  pole;  spacings  are 
about  100  ft.  and  the  overall  height  29  ft. 
The  svstem  was  first  lighted  Si-ptembiT  '.](). 
1916.  ' 

Total  cost .'S28,2::().4() 

City's  share 2,()8.').91 

Property  owners'  share 2."),.'i;54.l?!l 

Taxable  property,  linear  feet  (i,;f72.(U) 

Total  cost  per  foot 4.4.S 

Property  owners'  cost  per  foot 4.(11 

City's  cost  per  foot (1.42 

Operating  cost  for  three  years 2;).:{.'{4,().") 

Property  owners'  share  for  three  years.  2."i,  174.04 

City's  share  for  three  years 4,1(J0.()I 

Operating  cost  per  foot  for  three  years.  4. {11 

Property  owners'  share  for  three  years.  '.i.iK^ 

City's  share  for  three  years (I.(i.")4 

Operating  cost  per  foot  front  per  year.  .  I. ,14 

Property  owners'  share 1  .:i2 

City's  share (1.22 


Fig-    2.       Lightinft  Standnril.   State  Street    and 

Broadway, Salt  Lake  City.  Utah.  6.6.amp 

Luminous  Arc  Lamps 


INTENSIVE  STREET  LIGHTING 


365 


The  installation  on  Main  Street,  Salt  Lake 
City,  was  made  by  the  Utah  Light  &  Power 
Co.,  and  was  paid  for  as  above  recorded.  The 
system  was  put  in  under  the  State  Street 
Lighting  Improvement  Act,  so  that  all  front- 
age on  the  street  was  assessed  yearly  for  its 
maintenance. 

State  Street  and  Broadway:  Salt  Lake  City 

The  new  street  lighting  on  State  Street  and 
Broadway  will  be  virtually  an  extension  of  the 
Main  Street  system.  There  will  be  .504  Gen- 
eral Electric  6.6-amp.  ornamental  luminous 
arc  lamps  used.  The  standard  will  envelope 
the  present  trolley  pole  and  carry  two  lamps 
below  the  trolle>'  wire  and  one  above.  The 
total  cost  of  this  new  installation  will  be  ap- 
proximately $140,000.  The  Utah  Power  and 
Light  Company  will  pay  for  the  substation 
equipment  and  the  feeders  to  the  street  cir- 
cuits. With  the  exception  of  a  small  amount 
contributed  by  the  city,  the  remainder  of  the 
installation  expense  and  the  yearly  mainte- 
nance will  be  borne  by  the  property  owners. 

Market  Street:     San  Francisco 

This  system  extends  from  the  Ferry  to 
Seventh  Street.  There  are  137  standards  each 
carrving  three  General  Electric  G.G-amp. 
ornamental  luminous  arc  lamps  equipped  with 
eight-panel  globes.  The  standards  are  spaced 
approximately  110  ft.  apart  and  opposite,  and 
are  32  ft.  overall  in  height.  The  total  instal- 
lation cost  approximately  $100,000  and  was 
paid  for  by  the  Pacific  Gas  «S:  Electric  Co 
which  owns  the  entire  system,  with  the 
exception  of  the  trolley  pole  part  of  the 
standard  which  is  the  property  of  the  United 
Railroads.  The  P.  G.  &  E.  Co.  entered  into 
a  three-year  contract  with  the  Downtown 
Business  Men's  Association  and  a  yearly 
contract  with  the  city  of  San  Francisco.  The 
total  operating  cost  per  year  is  $34,753.48. 
Of  this  amount  the  city  pays  $13,2.51.33, 
which  is  the  maintenance  of  the  center  all- 
night  lamp.  The  Downtown  Association  and 
the  United  Railroads  pay  $14,92(5.1.5  and 
$6, .576  respectively  for  the  two  lamps  on  each 
standard  which  are  extinguished  at  midnight. 
The  amount  paid  by  the  United  Railroads  is 
in  accordance  with  their  original  franchise 
agreement.  The  money  is  obtained  by  the 
Downtown  Association  from  voluntary  sub- 
scriptions. To  take  care  of  those  who  will  not 
contribute,  they  are  asking  $2.00  per  front 
foot  from  both  property  owner  and  tenant. 
On  this  basis,  although  they  were  only  collect- 
ing for  three  vears,  thev  were  able  to  obtain 


enough  money  to  operate  the  lights  for  five 
years.  The  cost  of  the  all-night  lamp  is 
$96,725  per  year,  and  the  midnight  lamp 
$78,475  per  vear.  The  svstem  was  first 
lighted  October  4,   1916. 

Triangle  Lighting:     San  Francisco 

The  Triangle  District  includes  all  the 
streets  bounded  by  Market,  Powell,  Sutter, 
and  Kearny.  The  installation  cost  approxi- 
mately $85,000  and  is  the  property  of  the 
Pacific  Gas  &  Electric  Company.  Two 
General  Electric  ornamental  luminous  arc 
lamps  similar  to  those  on  Market  Street  are 
used  on  each  standard.  The  arrangement  of 
standards  is  staggered,  with  approximately 
one  standard  to  each  55  ft.  of  street.  The 
height  of  the  standard  is  25  ft.  One  hundred 
and  ten  lamps,  costing  $116.80  per  year,  or  a 
total  of  $12,848,  are  burned  all  night  and  are 
paid  for  by  the  city.  One  hundred  and  sixty- 
eight  lamps,  costing  $102.20  per  year,  or  a 
total  of  $17,169.60,  bum  until  midnight  and 
are  paid  for  by  the  Downtown  Association 
under  a  five-year  contract.  All  the  trolley 
poles  in  this  district  have  been  removed;  the 
trolley  wires  having  been  fastened  to  the 
building  facades.  The  Downtown  Association 
are  collecting  $1.25  per  front  foot  from  both 
the  property  owner  and  the  tenant  and  have 
sufficient  funds  to  carry  them  beyond  the 
five-year  contract.  The  system  was  first 
lighted  about  Januan.-  1,   1919. 

Broadway:    Los  Angeles 

There  are  134  two-light  ornamental  6.6- 
amp.  luminous  arc  standards  in  this  instal- 
lation. Sixty-seven  lamps  burn  all  night  and 
two  hundred  and  one  are  extinguished  at 
midnight.  The  standards  are  spaced  on  an 
average  of  106  ft.  apart  and  opposite  and  are 
27  ft.  high.  This  system  was  installed  under 
the  State's  "Street  Lighting  Improvement  Act" 
and  is  being  paid  for  by  assessing  the  prop- 
erty owners,  some  of  whom  are  paying  the 
installation  assessment  on  a  ten-year  bond 
plan.  The  total  installation  was  approxi- 
mately $85,000,  or  about  $6.50  per  front  foot. 
The  annual  operating  cost  is  $13,700,  or  about 
$1.00  per  front  foot.  The  Bureau  of  Electric- 
ity of  the  city  of  Los  Angeles  is  supplying 
the  power  and  maintaining  the  system.  The 
average  rate  per  lamp  is  $50  per  year.  The 
system  was  first  lighted  January  17,  1920. 

New  Orleans 

In  New  Orleans  the  electric  company  has 
entered   into   a    ten-vcar   contract   with    the 


366     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .-. 


INTENSIVE  STREET  LIGHTING 


3G7 


e 

a 


o 


368     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  o 


.^^^^^^ 

kJ 

0 

*  A' 

• 

.     ^          -^    #ir.:     ..V. 

# 

'"              -**** 

"r.'^r-. .   .    ...                         nnH 

!  ;d 

*^1 

I 

^■^^^ 

!♦♦   -jt*      <^   ^'     *^^^^te.J^^-'\,  i^»'^ 

«*     ■           ^  •*  \    ^k 

».»:                  ^ 

^Bf   _          w^'    7*-^    ^, 

i-^  « 

Fig.  5.     Carnival  on  Market  Street.  San  Francisco.  Cal.,  Inaugurating  "Path  of  Gold"  Lighting 


Fig.  6.     Grant  Avenue.  Looking  South.  San  Francisco.  Cal..  Intensively  Lighted  by  6.6amp.  Ornamental  Luminous  Arc  Lamps 


INTENSIVE  STREET  LIGHTING 


36fl 


37(1     Mav.  10211 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  o 


Fig.  8.      Day  View  of  Broadway,  Los  Angeles,  Cal..  showing  6.6-amp.  Ornamental  Luminous  Arc  Lamps. 

The  lamp  units  on  the  trolley  suspensions  were  used  for  temporary  lighting  during  the 

installation  of  the  arc  lamps.     A  night  view  is  shown  in  the  Frontispiece 


Fig.  9. 


State  Street,  Looking  South.  Chicago.  111..  Intensively  Lighted  by  Novalux  Stippled  Glass  Globe  Umtt 
Containing  lOOOwatt  Multiple  Mazda  C  Lamps 


INTENSIVE  STREET  LIGHTING 


371 


Fig.  10a.     Duoflux  Lighting  Standard 
Installed  on  Broadway,  Saratoga 


Fig.   10c.      Sectional  Drawing 
Duoflux  Lighting  Unit 


Fig.  10b.     Novalux  Lighting  Standard 
Installed  in  Congress  Park,  Saratoga 


372     May,  102(i 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


Fig.  II.      Sketch  showing  Lighting  Effect  on  Randolph  Strcrt.  Chicago    III  .  by  Ornamental  Lv.m>nou,  Arc  Lamp. 


INTENSIVE  STREET  LIGHTING 


373 


cit_\'  for  new  street  lij^hting;  the  city  to  own 
the  system  at  the  expiration  of  the  contract. 
During  the  past  few  years  over  a  half  million 
dollars  has  been  spent  under  this  agreement, 
which  includes  over  1400  standards  of  boule- 
vard incandescent  lighting,  450  two-light 
incandescent  standards  on  the  crosstown 
business  streets,  and  3300  jjendcnt  luminous 
arc  lamps.  The  maintenance  of  all  these 
lights  is  being  paid  for  by  the  city.  Plans 
were  completed  for  a  very  elaborate  instal- 
lation of  luminous  arc  lamps,  five  to  the 
standard,  for  Canal  Street,  but  the  installation 
was  held  up  by  the  war. 

Broadway:     Saratoga  Springs 

Construction  is  now  under  way  and  the 
system  should  be  lighted  June  1 ,  1920.  Nearly 
a  mile  of  street  will  be  lighted  by  (iO  standards. 
Each  standard  has  two  General  Electric 
Duoflux  units  and  each  unit  contains  one 
1000-c-p.  and  one  250-c-p.  series  Mazda 
lamp.  The  Duoflux  is  an  innovation  that 
will  soon  be  widely  advertised.  Besides  being 
of  a  new  and  exceptionally  pleasing  design, 
this  fixture  possesses  a  distinctive  utilitarian 
feature.     The    large    lamp  in    each   globe   is 


extinguished  at  midnight  and  the  smaller 
one  is  lighted.  This  arrangement  will  per- 
mit the  use  of  reduced  ilkmiination  after 
midnight,  without  a  duplication  of  lighting 
circuits.  The  Saratoga  installation  will  cost 
about  $32,000  and  will  be  installed  and  owned 
bv  the  Adirondack  Electric  Power  Corpora- 
tion. The  city  will  pay  the  entire  mainte- 
nance cost  of  .1;  10,350  yearly. 

Randolph  Street:     Chicago 

Proposed  plans  have  been  submitted  and 
approved  for  the  lighting  of  Randolph  Street, 
Chicago.  The  present  trolley  poles  will  be 
utilized  as  cores  for  ornamental  enveloping 
casings.  Each  standard  will  carry  two 
General  Electric  6. (i-amix  luminous  arc  lamps. 
It  is  proposed  to  extend  this  system  eventually 
throughout  the  Loop  District. 

South  State  Street:     Chicago 

A  system  has  recently  been  installed  con- 
sisting of  General  Electric  Novalux  fixtures 
on  trolley  pole  brackets  with  1000-watt 
Mazda  lamps.  Considering  the  relatively 
small  installation  expense,  this  system  has 
been  \"erv  successful. 


Fig.  12.      Main  Street,  Salt  Lake  City,  Utah.  Intensively  Lighted  by  Ornamental  Luminous  Arc  Lamps 


374     Mav,   1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  .-, 


Fundamental  Principles  of  Polarity,  Phase  Rotation, 
and  Voltage  Diagrams  of  Transformers 

By  A.  BoYAjiAX 
Transformer  Engineering  Department,  General  Electric  Company 

Perplexing  problems  frequently  arise  in  determining  transformer  polarity,  phase  rotation,  and  angular 
displacement,  when  two  or  more  units  are  to  be  arranged  for  parallel  operation.  The  following  article  has 
been  prepared  to  clear  up  these  difficulties  and  uncertainties.  The  author  explains  the  fundamental  princi- 
ples first  as  applied  to  single-phase  circuits  and  then  to  three-phase  circuits.  He  discusses  their  bearing  on 
parallel  operation  and  solves  three  problems  of  a  practical  nature. — Editor. 


Polarity  and  phase  rotation  are  of  impor- 
tance primarily  on  account  of  their  bearing 
on  parallel  operation  of  transformers.  It 
is  desirable,  therefore,  to  treat  the  subject 
in  such  a  way  as  to  make  their  application 
to  parallel  operation  readily  intelligible. 


S,  P,      Pi  s^ 


S,   P,       P2  Si 

11  Ti 


S,  P,      P2  Si 

♦Jit    W  It 

< 

- 

_j 

Fig.  1 


Fig.  2a 


Fig.  2b 


SINGLE-PHASE  CIRCUITS 

Fig.  I  represents  a  simple  single-phase 
transformer.  It  is  of  interest  to  consider 
the  relative  directions  of  windings,  currents, 
and  voltages. 

Direction  of  Winding 

It  will  be  obsen'ed  that  coil  S\Si  is  wound 
in  the  same  direction  as  P1P2  (with  respect 
to  the  core),  assuming  that  the  first  starts 
from  Si  and  the  second  Pi.  On  the  other 
hand,  SiS;  is  wound  in  the  opposite  direction 
to  PoPi  if  we  assume  that  the  first  starts  from 
5i  and  the  second  from  P>.  We  conclude, 
then,  that  whether  two  coils  are  to  be  con- 
sidered as  wound  in  the  same  direction  or  in 
opposite  directions  depends  on  which  ter- 
minals arc  considered  as  the  "start"  and 
which  the  "finish."  In  some  simple  forms 
and  combinations  of  coils,  for  instance 
cylindrical  high  and  low-voltage  coils,  high 
and  low-voltage  leads  at  the  same  end  of  the 
core  leg  might  naturally  be  taken  to  corre- 
spond to  each  other;  but  in  more  comi^licated 
designs,  such  as  interleaved  disc  windings, 
no  such  "natural"  guide  would  be  reliable. 
It  is  good  practice,   therefore,  in  comparing 


directions  of  windings,  to  assume  the  winding 
as  starting  with  the  first  named  terminal  and 
ending  with  the  second.    Thus,  in  Fig.  1 : 

Coils  5i5-.  and  PiP;  are  wound  in  the  same 
direction. 

Coils  S\Si  and  P2P1  are  wound  in  opposite 
directions. 


Direction  of  Currents 

In  a  transformer,  the  load  current  in  the 
secondar\-  flows  in  such  a  direction  as  to 
neutralize  the  magnetomotive  force  of  the 
load  current  in  the  primary;  and,  it  is  ordi- 
narily said,  therefore,  that  primar>-  and  second- 
ar>-  currents  are  opposed  to  each  other.  It 
would  be  more  accurate  to  say  that  primar>" 
and  secondary  ampere-turns  are  opposed  to 
each  other.  Then,  if  the  directions  of  the 
windings  are  the  same,  the  currents  in  the 
high  and  low-voltage  terminal  leads  are 
opposed;  but,  if  the  directions  of  the  windings 
are  opposed,  then  the  currents  are  in  the 
same  directions.  Figs.  2a  and  2b. 

In  the  parallel  operation  of  transformers, 
it  is  only  the  voltage  vector  relations  that 
have  a  direct  bearing,  and  the  current  vector 
relations  need  not  be  considered.  Of  course 
one  can  always  be  derived  from  the  other,  but 
their  simultaneous  consideration  leads  to 
confusion.  Hence,  it  is  advisable  to  neglect 
currents  when  discussing  polarity  and  phase 
rotation. 


Direction  of  Voltages 

In  speaking  of  voltages,  it  at  once  becomes 
necessary  to  specify  whether  impressed  or 
induced  voltages  are  considered.  The  con- 
fusion of  the  direction  of  mpressed  and 
induced  voltages  j^robably  causes  more  mio- 
luiderstanding  than  any  other  factor,  and 
hence,  it  is  essential  for  clarity  to  use  only 
one  throughout  a  discussion.  It  would  be 
undesirable  to  consider  the  impressed  voltage 
in  the  jirimary  and  induced  voltage  in  the 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


;i7.') 


secondry,  since  it  is  not  always  certain  which 
is  primary  and  which  secondary  and,  further- 
more, polarity  and  phase  rotation  are  inde- 
pendent of  which  winding  is  primary  and 
which  secondary.  It  is  the  simplest,  clearest, 
and  most  logical  procedure,  therefore,  to 
consider  only  the  induced  voltage  relations. 

Since  the  primary  and  secondary  induced 
voltages  are  induced  by  the  same  flux,  the>' 
must  be  in  the  same  direction  in  each  turn. 
Figs.  3a  and  3b.  However,  whether  they  will 
appear  in  the  same  or  opposite  directions 
as  viewed  from  the  terminals  depends  on  the 
relative  directions  of  the  windings.  Thus, 
in  Fig.  3a,  voltages  HiH^  and  A'iA'2  have 
the  same  direction,  and  in  Fig.  3b,  voltages 
H1H2  and  A'sA'i  have  opposite  directions. 
If  we  take  the  order  of  lettering  to  indicate 
also  the  direction  of  voltage,  as  was  assumed 
above  for  the  direction  of  winding,  then, 
in  Fig.  3a, 

Voltages  H1H2  and  A'iA'2  are  in  the  same 
direction. 

Voltages  HiH'i  and  AVVi  are  in  opposite 
directions. 

In  Fig.  3b, 

Voltages  HiHo,  and  A'zA'i  are  in  opposite 
directions. 

Voltages  H1H2  and  A'iA'2  are  in  the  same 
direction. 


\ \ 

\ \ 


l>-f'l 

2 

( 
( 

( 

1 
) 

) 

i — \ 
\ — \ 


_1 1_ 


Fig.  3a 


Fig.  3b 


Polarity 

Since  the  relative  direction  of  induced  volt- 
ages, as  appearing  at  the  terminals  of  the 
windings,  is  dependent  on  the  order  in  which 
these  terminals  are  taken,  therefore,  in  order 
that  "polarity"  may  have  any  meaning,  it 
must  be  referred  to  a  perfectly  definite  order 
in  which  the  terminals  shall  be  taken.  By 
common  usage,  polarity  refers  to  the  volt- 
age vector  relations  of  transformer  leads  as 
brought  outside  the  case,  and  both  high- 
voltage  and  low-voltage  leads  being  taken 
in  the  same  order  (from  left  to  right  or  right 


to  left)  facing  the  same  side  of  the  trans- 
former in  both  cases.  Thus,  referring  to  the 
tank  sketch  in  Fig.  3a,  polarity  is  the  relative 
direction  of  induced  voltage  from  H\  to  H2  as 
compared  with  that  from  A'l  to  A'2,  both 
being  in  the  same  order  (from  left  to  right) 
with  respect  to  the  tank. 

Additive  and  Subtractive  Polarity 

When  the  induced  voltages  of  the  high  and 
low-voltage  sides  are  in  opposite  directions,  as 
in  tank  sketch  Fig.  3b,  the  polarity  is  said  to 
be  additive;  and  when  the  induced  voltages  are 
in  the  same  direction  (Fig.  3a),  the  polarity  is 
said  to  be  subtractive. 

The  reason  for  this  nomenclature  will  be 
evident  from  the  following:  Referring  to  the 
tank  sketch  Fig.  3a,  if  we  connect  a  high- 
voltage  lead  to  the  adjacent  low-voltage  lead, 
for  instance  H^  to  A'2  and  excite  the  trans- 
former on  either  side,  the  voltage  across  the 
other  leads  H\  to  A'l  will  be  the  difference 
of  the  voltages  of  the  two  sides.  Following 
the  voltage  from  A'l  through  A'2  to  Ho  and 
then  to  Hi  it  is  evident  that  the  voltage  H2  to 
Hi  will  oppose  the  voltage  A'l  to  A'2.  Hence 
the  polarity  is  subtractive. 

Referring  again  to  the  tank  sketch  Fig.  3b, 
which  shows  primary  and  secondary  induced 
voltages  in  opposite  directions,  if  we  connect 
an  H  lead  to  the  adjacent  A'  lead,  for  instance. 
Hi  to  A'2,  and  excite  the  transformer,  the 
voltage  across  the  other  leads,  i.e..  Hi  to  A'l, 
will  be  the  sum  of  the  primary  and  secondary 
voltages,  for  reasons  explained  in  the  previous 
paragraph.     Hence  the  polarity  is  additive. 

Testing  of  Polarity 

The  foregoing  definition  of  polarity  leads 
to  two  general  methods  for  testing  the  polarity 
of  transformers.  First:  With  primary  and 
secondary  in  series,  one  primary  lead  being 
connected  to  the  adjacent  secondary  lead,  the 
transformer  is  excited  from  an  alternating- 
current  source  on  either  side ;  and  the  voltages 
across  the  high-voltage  winding  and  also 
between  the  free  primary  and  secondary 
terminals  are  measured.  If  the  latter  voltage 
is  found  to  be  less  than  that  across  the  high- 
voltage  winding,  the  polarity  is  subtractive; 
if  more,  it  is  additive. 

Second:  With  or  without  primary  and 
secondary  in  series,  the  transformer  is  excited 
from  a  direct  current  source  on  either  side 
and  a  direct-current  voltmeter  is  connected 
to  the  excited  side  so  that  a  positive  deflection 
is  obtained.  The  voltmeter  leads  are  then 
transferred  directly  to  the  adjacent  terminals 


376     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  .3 


of  the  other  winding  without  crossing.  The 
direct-current  excitation  is  then  broken  and 
the  inductive  kick  in  the  voltmeter  observed. 
If  the  needle  swings  in  the  same  direction  as 
before  the  polarity  is  additive,  otherwise 
subtractive. 


\ — \ 


"l.Hl  »l,  ^2 


1 


»,   —^  Hz 
\ \ 

\ f 

Xz   H,H?X, 


m 


t 


RJ 


Fig.  4a 


Fig    4b 


In  testing  for  polarity  a  fraction  of  the 
rated  voltage  is  sufficient. 

Marking  of  Leads 

It  would  be  desirable  that  lead  designations 
be  indicative  of  polarity  also.  This  is  provided 
for  by  the  A.I.E.E.  Standardization  Rules 
in  accordance  to  which  high-voltage  leads 
brought  out  of  a  case  are  to  be  marked  Hy.  H->. 
etc.,  and  low-voltage  leads  A'l,  X«,  etc.,  the 
order  being  such  that  "when  //i  and  A'l  are 
connected  together  and  voltage  applied  to 
the  transformer,  the  voltage  between  the 
highest  numbered  H  lead  and  the  highest 
numbered  A  lead  shall  be  less  than  the  volt- 
age of  the  full  high-voltage  winding.  When 
leads  are  marked  in  accordance  with  the 
above  rules,  the  polarity  of  a  transformer  is: 

Subtractive  when  Hi  and  A'l  are  adjacent. 

Additive  when  Hi  is  diagonally  located 
with  respect  to  A'l. 

To  simplify  the  work  of  connecting  trans- 
formers in  parallel,  it  is  recommended  that  the 
Hi  lead  shall  be  brought  out  on  the  right- 
hand  side  of  the  case,  facing  the  high-voltage 
side  of  the  case. 

"Transformers  ha\-ing  leads  marked  in 
accordance  with  these  niles  ma\'  be  ojjerated 
in  parallel  by  connecting  similarly  marked 
leads  together,  provided  their  ratio,  \'ottages, 
resistances,  and  reactances  are  such  as  to 
permit  parallel  operation." 

The  rule  can  also  be  stated  in  this  way : 
If  HiH^  represents  the  direction  of  induced 
voltage  in  the  high  voltage  at  a  given  instant, 
then  A'lA'i  must  be  the  direction  of  the 
induced  voltage  in  the  low-voltage  winding. 


Applying  this  rule  to  Figs.  3a.  3b,  4a,  and  4b, 
we  find  that  they  are  correctly  lettered  and 
that  the  polarities  are  also  correct  as  marked. 

Relation  of  Polarity  to  Potential  Stresses 

The  polarity  of  a  transformer  conve^'s  no 
information  as  to  the  arrangement  of  the 
windings  or  of  the  internal  leads  or  of  the 
internal  potential  stresses.  Consider  Figs.  4a 
and  4b:  HiH^  and  A'iA'2  are  two  cylindrical 
coils.  The  coils  of  Fig.  4a  are  identical  with 
those  of  Fig.  4b  and  similarly  mounted,  except 
that  the  positions  of  the  X  leads  are  inter- 
changed and  therefore  their  polarities  are 
reversed.  And  yet,  priman-  and  secondar\- 
are  wound  in  the  same  direction  in  both 
cases,  and  the  potential  stresses  are  alike. 
Polarity,  therefore,  cannot  be  taken  as  indicative 
of  a  higher  or  lower  arrangement  of  potential 
stresses  within  a  transformer. 

Standardization  of  Polarity 

Most  low-voltage  distribution  transformers 
in  use  today  have  additive  polarity,  while  of 
power  transformers  some  have  additive  and 
others  have  subtractive  polarity.  This  situa- 
tion has  probabh-  been  very  confusing  to  the 
operating  companies  when  attempting  to 
connect  in  multiple,  or  in  bank,  single-phase 
transformers  jjroduced  by  the  various  manu- 
facturing companies.  Appreciating  the  con- 
dition, this  matter  was  considered  some  time 
ago  by  the  (general  Conference  Committee  on 
Technical  Subjects,  which  committee  con- 
sisted of  representatives  from  the  A.I.E.E., 
X.E.L.A.  and  E.P.C.,  which  definitely  recom- 
mended that  a  uniform  polarity  be  standard- 
ized and  that  this  be  subtractive  polarity. 
The  reason  given  for  this  recommendation  is 
that  although  polarity  has  no  bearing  on 
internal  voltage  stresses,  yet  subtractive 
polarity  has  a  small  advantage  over  additive 
polarity  in  the  matter  of  the  voltage  stresses 
between  external  leads  as  has  been  explained. 
That  is,  if  two  adjacent  high  and  low-voltage 
leads  should  accidentally  come  in  contact,  the 
voltage  acrt>ss  the  other  leads  would  be  the 
sum  of  high  and  low  voltages  for  additi\e 
polarity,  and  their  difference  for  subtracfive 
polarity.  Furthennore,  imder  operating  con- 
ditions with  leads  insulated  from  each  other, 
the  potential  stress  between  adjacent  high 
and  low-voltage  leads  is  one  half  the  sum 
of  the  high  and  low  voltages  for  additive 
polarity,  and  one  half  their  difference  for  sub- 
tractive  polarity.  This  advanta.ge  of  subtrac- 
tive i)olarity,  although  entirely  negligible  ordi- 
narily, may  become  appreciable  for  transform- 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


377 


ers  of  which  both  primaries  and  secondaries 
have  very  hij^'h  voltages. 

Three-phase  Connections 

In  single-phase  transformers  primary-  and 
secondary  voltages  are  either  in  phase  or  in 
opposition  and  this  is  completely  specified 
by  the  polarity  or  the  lettering  of  the  leads. 
In  poly]3hase  units  or  banks,  however,  these 
vector  relations,  being  more  complicated, 
are  represented  b>-  voltage  diagrams  because 
the  mere  lettering  of  the  leads  does  not 
indicate  the  polarity  or  these  vector  relations. 


showing  that  there  would  be  an  unbalanced 
voltage  short  circuited  through  the  delta. 

The  chief  three-phase  connections  that  are 
commonlv  used  are:  delta-delta,  Y-Y,  and 
delta- Y  (or  Y-delta). 

Y-delta  Connection 

The  method  of  constructing  the  voltage 
diagram  of  Y-delta  connected  coils  has 
already  been  described.  It  is  evident  on 
inspection  of  Figs,  oa  and  ")b  that  that  con- 
nection has  subtractive  polarity,  3()-deg. 
angular    displacement,    and    standard    jjhasc 


H,     Hz      H3 


Fig    5a 


X,  <^..N 


^3 


Fig    5b 


Fig.  6a 


«2 


X,       X, 


H3 
^Z 


X3 


XZ       X,       Xy 

H,         H3        Hz 


Hz 


H,  Hj 


'^iJ-Tii—  xj 


Fig.  6b 


Fig.  6c 


Fig.  6d 


Furthermore,  polarity  alone  is  inadequate 
to  represent  vector  relations  in  poh'phase 
connections;  the  subject  can  be  more  readily 
handled  by  voltage  diagrams. 

How  to  Construct  Voltage  Diagrams 

The  method  of  constructing  the  voltage 
diagram  for  a  given  design  may  best  be 
explained  by  an  example.  Fig.  5  represents  a 
Y-delta  connected  three-phase  unit.  Draw 
HiHiH.,  (Fig.  ob)  representing  the  induced 
voltages  of  the  Y-connected  winding.  The 
voltage  diagram  of  the  delta-connected  wind- 
ing can  now  be  drawn.  Coils  A'iA'2  and  HiN 
(Fig.  .)a),  being  wound  in  the  same  direction, 
their  induced  voltages  must  also  be  in  the 
same  direction.  Therefore,  we  draw  A'lA'o 
(Fig.  .5b)  parallel  to  and  in  the  same  direction 
as  HiN.  On  the  middle  leg  (Fig.  oa),  coil 
A'jA's  is  wound  in  the  same  direction  as  H^N , 
and,  therefore,  their  respective  voltages  are 
drawn  parallel  and  in  the  same  direction 
(Fig.  .5b).  Similarly  for  the  third  phase,  and 
the  diagram  is  complete. 

If  the  delta  were  improperly  formed  in 
Fig.  .5a,  the  delta  in  Fig.  .5b  would  not  close, 


rotation.  Figs.  Ga,  6b,  (ic,  and  6d  have 
additive  polarity,  30  deg.  angular  displace- 
ment, and  standard  phase  rotation. 

The  voltage  diagrams  of  Figs,  oa,  ob,  Oa, 
(ib,  (ic  and  (id  are  identical,  but  the  lettering 
of  the  leads  is  different  due  to  the  different 
internal  arrangements.  The  different  letter- 
ing of  the  leads  is  thus  equivalent  to  inter- 
changing the  leads  since  similarly  lettered 
leads  are  to  be  connected  together  for  multiple 
operation.  It  thus  becomes  evident  that  by 
interchanging  leads  identical  voltage  diagrams 
are  obtained  on  Y-delta  transformers  that 
have  different  internal  arrangements,  which 
was  not  possible  with  delta-delta  or  Y-Y 
transformers.  This  may  be  further  explained 
as  follows: 

Construct  a  voltage  diagram  as  previouslv 
explained  for  the  connection  shown  in  Fig.  7a 
which  will  be  like  Fig.  7b.  Interchange  two 
leads  on  the  high  side  {H^  with  //.)  and  two 
leads  on  the  low  side  (A'l  with  X-,)  as  shown 
in  Fig.  7c.  Constructing  the  voltage  diagram 
for  this  new  arrangement,  the  diagram  of 
Fig.  7d  is  obtained,  which  is  identical  in 
form   and   lettering  with   those  of  Figs.   .5b. 


378     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  o 


6b  and  6d.  We  conclude  then  that  all  Y-delta 
or  delta-Y  connections  can  be  reduced  to  the 
same  diagram  by  properly  selecting  the  order 
of  the  leads.  This,  as  before  mentioned,  is 
not  possible  with  delta-delta  or  Y-Y  con- 
nections. 


H,       Hz     Hi 


Hz 


Hi 


H-5 


X3 


Fig.  7a 


^2 


Fig.  7b 


Delta-delta  Connection 

If  we  try  all  possible  delta  combinations 
in  high  and  low-voltage  coils,  we  find  that 
there  are  only  two  diagrams  that  are  operative 
at  all.  These  are  shown  in  Figs.  S  and  9. 
It  is  not  intended  to  convey  the  idea  that  the 
coil  windings  and  combinations  shown  in  these 
illustrations  are  the  only  ones  that  will  give 


Hi     Hj    Hi 


Hi         Hj        H, 


Fig.  7c 


Fig.  7d 


the  indicated  voltage  diagrams.  It  is  rneant 
that  these  voltage  diagrams  arc  the  only  delta- 
delta  diagrams  which  arc  possible  or  operative 
at  all. 

Polarity 

Considering  the  polarity  of  these  diagrams, 
we  see  that  that  of  Fig.  S  is  subtractive  and 
that  of  Fig.  9  is  additive.  Polarity,  however, 
does  not  necessarily  sufficiently  specify  the 


phase  relation  between  the  high  and  low 
voltages  since  they  are  not  single  straight 
lines  but  polygons,  and  the  angles  may  not 
necessarih-  be  only  0  or  180  deg.  but  also 
some  intermediate  value.  The  phase  relation 
is    called    "angular    displacement"    and    is 


^? 


'■#&;   / 


H,  Hj 


Fig.  8a 


Fig.  8b 


H,      X,    H-, 


Fig.  8c 


defined  by  the  A.I.E.E.  Standardization  Rules 
as  the  angle  between  the  lines  H\K  (.V  being 
the  neutral  point  of  the  diagram)  and  A'lA'. 
The  location  of  the  H\  lead  is  defined  as  above 
for  single-phase  units,  that  is,  the  right-hand 
side  of  the  obsen-er  facing  the  high-voltage 
side.  The  location  of  the  A'l  lead  is  fixed  so 
as  to  make  the  diagram  fall  under  one  of  the 


Fig.  9a 


Fig.  9b 


Fig.  9c 


Standardized  Groups  to  be  described  later. 
We  see  that  the  angular  displacement  of  Fig. 
8b  is  zero,  and  that  of  Fig.  9b  is  ISO  dog. 

Phase  Rotation 

In  order  that  the  relative  phase  rotation 
of  high  and  low  voltages  may  have  any 
significance  at  all,  it  must  refer  to  a  perfectly 
definite  order  in  which  the  leads  are  to  be 
considered.    Thus,  in  Fig.  8b,  phase  rotation 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


379 


is  clockwise  in  the  order  hiH-^Hs,  but  counter- 
clckwise  in  the  order  //o//)//.,.  The  phase 
rotations  of  H1H2H3  and  A'lAV^'s  are  the 
same;  those  of  H\H«Hi  and  A'sAVVj  are 
opposed.  In  view  of  the  necessity  of  specify- 
ing the  order  of  leads,  the  Standardization 
Rules  referred  to  above  provide  that  the  leads 
shall  be  marked  in  such  a  way  that  phase 
rotation  of  high  and  low  voltages  in  the  lead 
order  H1H2H3  and  A'iA'2A'3  shall  be  the  same. 
That  is,  if  a  three-phase  motor  were  trans- 
ferred from  the  high-voltage  circuit  to  the 
low-voltage  circuit,  transferring  its  terminals 
from  Hi  to  A'l,  from  H^  to  A'2,  and  from  H3  to 
A's,  its  direction  of  rotation  will  be  the  same. 
Considering  Fig.  Sb,  H1H2H3  and  XiX-^Xs  have 
the  same  rotation  and,  therefore,  correct  phase 
rotation.  Considering  Fig.  9b,  phase  rota- 
tions H1H2H3  and  A'lAVAs  are  the  same,  and 
therefore,  also  correct.  It  will  be  interesting 
to  note  that  while  Figs.  Sb  and  9b  have  oppo- 
site polarities  and  different  angular  displace- 
ments, yet  they  have  the  same  phase  rotation. 
It  is  evident  that  a  voltage  diagram  indi- 
cates only  the  relative  phase  rotation  of  primary 
and  secondary,  and  gives  no  information 
as  to  the  actual  phase  rotation  on  either  side, 
this  being  determined  by  the  supply  circuit. 
Clockwise  or  counter-clockwise  lettering  of 
the  primary  voltage  diagram,  also  its  location 
on  the  paper  (pointing  one  way  or  another), 
are  of  course  entirely  arbitrary.    It  is  evident 

M,      H,     H3 


M-I-K 

H,        Hz        H3 


■*>, 


'-L 


^z, 


.^ 


:=L 


■  'u 


Fig.  10a 


H,  Hj 

Fig.  10b 


also  that  this  relative  phase  rotation  of  the  two 
sides  refers  to  a  definite  sequence  of  leads. 
It  will  be  seen  that  changing  the  lettering 
or  interchanging  the  leads  (leaving  coil 
connections  unchanged)  cannot  alter  the 
voltage  diagrams  of  Figs.  8  and  9.  That  is, 
the  transformer  in  Fig.  Sa  cannot  be  made  to 
give  the  diagram  of  Fig.  9b  by  manipulating 
its  external  leads.     The  onlv  wav  to  effect 


such  a  change  would  be  lu  change  the  internal 
connections  of  the  coils. 

With  delta-delta  connected  transformers 
the  lettering  of  the  leads  is  the  same  regard- 
less of  the  angular  displacement,  as  seen 
from   Figs.   8a  and   9a. 

Y-Y  Connection 

The  method  of  constructing  the  voltage 
diagrams  of  Y-Y  connected  transformers  is 


Hz 


H,  H3 

Xj  X, 


Fig.  11a 


X2 


Fig.  lib 


the  same  as  that  described  in  the  foregoing. 
Two  connections  are  possible  as  shown  by 
Figs.  10b  and  lib.  The  first  has  subtractive 
polarity,  zero  phase  displacement,  and  stand- 
ard phase  rotation.  The  second  has  addi- 
tive polarity,  180-deg.  angular  displacement, 
and  standard  phase  rotation.  It  will  also  be 
evident  that  no  manipulation  with  the 
external  leads  will  change  the  diagrams, 
although  it  may  change  the  order  of  lettering 
of  the  voltage  diagrams. 

With  Y-Y  connected  transformers,  the 
lettering  of  the  leads  is  the  same  regardless 
of  the  angular  displacement,  as  seen  from 
Figs.  10a  and  11a. 

To  Obtain  Voltage  Diagrams  by  Test 

We  have  described  the  method  of  con- 
structing a  voltage  diagram  when  the  design 
is  given.  If  the  design  is  unknown,  coils 
and  connections  inaccessible,  and  no  vector 
diagrams  furnished,  these  can  be  obtained  b>- 
test.  Polarity  and  jjhasc  rotation  tests  are 
valuable  checks  when  the  diagram  is  given 
(or  assumed),  but  are  not  necessarily  sufficient 
to  enable  one  to  draw  it.  Voltage  diagrams 
can  be  determined  by  the  following  method, 
neglecting  the  polarity  and  phase  rotation 
tests  if  desired:  Connect  one  of  the  high- 
A'oltage  leads  to  one  of  the  low-voltage  leads, 
excite  the  transformer  at  a  voltage  safe  for 
the  low-voltage  circuit,  measure  the  voltages 


380     -May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


between  all  the  other  high  and  low-voltage 
leads,  and  plot  them  to  scale.  For  instance, 
referring  to  Fig.  8a,  if  we  should  connect  Hz 
to  A'3  and  make  these  measurements,  we 
wotild  obtain  a  diagram  like  that  of  Fig.  8c; 
or  referring  to  Fig.  9a,  if  we  connect  Hz  to  Xz 
we  would  obtain  a  diagram  like  Fig.  9o. 


Three-phase  Tra/o/or/rrers  without  Tops      \ 

6roup  I 

Angular 

Oisplocermnt 

A  A 

Hz                  Xz 

XX 

H,             H,   X,           X, 

Oroup  Z 

Angular 

Disploce/mnt 

J  SO* 

a'            'I             ",' 

A  V 

H,            H3           X2 

Hz        X,              X, 

AV 

Hi             Hj          Xz 

Group  3 

Angular 

0/sp/octawi 

30" 

Hz                         X, 

H,             H,                    X, 

Hz                           Xz 

A-<3 

H,                H,                   X, 

Hj                 Xj 

A  >'■ 

Hj             H,        Xj 

H,                Xz 

X  >■ 

H,            H,      X, 

Three  phase  Transformers  with  Taps 

Group  3 

Angular 

D/spkKe/mnt 

30" 

Fig    12a 

If  we  should  apply  this  test  to  a  Y-V 
connected  unit  of  the  same  polarity  (Figs.  10a 
and  11a),  we  would  obtain  the  same  diagrams 
as  in  Figs.  Sc  and  9c  respectively.  That  is, 
it  would  not  be  possible  to  determine  by  such 
tests  whether  the  internal  connection  is  delta- 
delta  or  Y-Y.  However,  so  far  as  parallel 
operation  is  concerned,  the  distinction  is 
unnecessar\-. 

The  test  will  indicate  the  angular  dis- 
placement between  high  and  low-voltage 
circuits,  but  cannot  distinguish  between  con- 
nections that  belong  to  the  same  group,  that 
is,  connections  which  will  successfully  parallel 
with  each  other. 

It  will  be  evident  that  obtaining  voltage 
diagrams  by  such  measurements  becomes 
difficult  when  the  low  voltages  are  \-cry 
small  comjjared  with  the  high  voltages. 

PARALLEL  OPERATION 

In  order  that  two  transformers  of  similar 

voltage  rating  may   safely   be   connected   in 

multiple,  their  polarity,  phase  rotation,  and 

angular    displacement    must    be    the    same. 


Delta-delta  and  Y-Y  transformers  have 
correct  angular  displacement  when  their 
polarity  and  phase  rotation  are  correct. 
This,  however,  is  not  necessarily  true  for 
delta-Y  (or  Y-delta)  transformers.  In  this 
case,  however,  these  can  be  adjusted  by 
the  proper  selection  of  the  sequence  of 
leads. 

If  the  voltage  diagrams  of  the  transformers 
which  are  to  operate  in  parallel  are  available, 
it  is  then  only  necessary-  that  these  diagrams 
coincide  and  corresponding  terminals  be 
connected  together.  //  is  entirely  unnecessary 
then  to  raise  questions  of  polarity  and  phase 
rotation,  because  when  the  voltage  diag,ranis 
coincide,  leads  which  are  to  be  connected  together 
will  have  the  same  potential,  this  being  the  basic 
requirement  for  multipling;  whereas,  polarity, 
phase  rotation,  etc.,  are  merely  means  to 
arrive  at  this  condition.  When  voltage 
diagrams  coincide,  polarities  and  phase  rota- 
tions must  necessarily  agree,  although  the 
converse  of  this  is  not  necessarily  true. 

For  the  purpose  of  simplifying  the  con- 
necting of  transformers  in  parallel  and  avoid- 
ing the  necessity  of  testing  for  polarity,  phase 
rotation,  etc.,  the  A.I.E.E.  and  X.E.L.A. 
have    standardized    the    marking    of    trans- 


Group  4 
Angt/lor 
Displacement 
0' 


Oroup  5 

Angular 

Displacement 

30' 


Anqufar 

Dispiocemmnt 

30' 


3t*  phase  Transformers  without  Taps 


HZ  ^2         -J 


Ms         X4       Xs 


"'^'* 

x,-^'. 


Sfjt-fihojg  rrvnsformvs  with  Taps 


Xj       X, 


M,       ^r~,    Xf     X} 


-•  »*    "J      •««       xt 


Fii   Ub 

former  leads  (covered  in  A.I.E.E.  Rules. 
Sections  ()00-0 17)  as  has  been  e.\]>laine<l  in  this 
article.  Transformers  that  are  marked  in 
this  manner  can  Ix^  operated  in  multiple  by 
simply  connecting  similarly  lettered  leads 
together.  This,  of  course,  is  contingent  on 
the  transformers  having  proper  character- 
istics, i.e.,  ratio,  impedance,  angular  displace- 
ment, etc. 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


381 


Three-phase  transformers  are  divided  into 
three  groups  based  on  their  angular  dis- 
])lacements  as  shown  in  Fig.  12a. 

Four  of  the  usual  three-phase  to  six-phase 
diagrams  are  shown  as  Groups  IV  and  V  in 
Fig.  12b  Their  construction  involves  noth- 
ing more  complicated  than  the  method 
indicated  for  three-phase  to  three-phase  con- 
nections. 

To  operate  in  multiple,  transformers  must 
belong  to  the  same  group.  No  interchange 
of  external  leads  can  change  one  group  into 
another.  Thus,  two  delta-delta  transformers, 
one  of  Group  I  and  the  other  of  Group  11, 
cannot  be  operated  in  multiple.  If  the  high- 
voltage  diagrams  be  superposed,  the  low- 
voltage  diagrams  will  not  coincide.  All 
Y-delta  or  delta-Y  transformers,  however, 
can  be  reduced  to  the  same  diagram,  and, 
therefore,  they  are  classed  in  only  one 
group. 

Practical  Problems 

Polarity,  phase  rotation,  etc.,  are  of 
interest  primarily  on  account  of  their  bearing 
on  the  parallel  operation  of  transformers. 
The  operator  wishes  to  know  these  facts 
about  his  apparatus  before  connecting  in 
multiple,  as  otherwise  a  wrong  connection 
subjects  the  apparatus  to  short  circuit.  Some 
of  the  problems  that  come  up  in  practice  will 
be  discussed. 

(1)  Transformers  lettered  in  accordance 
with  the  A.I.E.E.  rules,  i.e.,  high-voltage  leads 
marked  Hi,  H^,  etc.,  and  low-voltage  leads 
marked  Xi,  A'2,  etc. 

Single-phase  transformers  which  are  so 
marked  and  have  like 'ratios  and  impedances 
may  be  connected  together  in  the  order  of 
lettering  regardless  of  any  question  of  polarity 
since  the  method  of  lettering  takes  care  of 
polarity. 

Three-pha-se  units  also  may  be  connected 
together  in  the  order  of  lettering,  provided, 
however,  that  the  units  belong  to  the  same  group, 
i.e.,  have  the  same  angular  displacement. 
Otherwise  they  cannot  be  operated  in  multi- 
ple at  all.  Angular  displacement  cannot  be 
altered  by  manipulating  the  external  leads 
without  changing  the  internal  connections. 
The  same  applies  to  the  parallel  operation  of 
six-phase  transformers. 

The  connections  of  six-phase  transformers 
to  synchronous  converters  is  simplified  by 
a  correct  understanding  of  the  manner  in 
which  the  windings  of  the  latter  are  tapped 
and  brought  to  the  slip  rings,  and  the  system 
of  numbering  used.     Fig.  13  shows  how  the 


winding  is  tapped  and  brought  to  slip  rings. 
The  slip  rings  are  numbered  1,  2,  3,  etc., 
beginning  from  the  bearing  and  proceeding 
towards  the  armature.  The  diagram  also 
shows  the  actual  direction  of  the  physical 
rotation  of  the  armature  which  is  counter- 
clockwise looking  from  the  slip-ring  end  of  the 
machine.  The  actual  electrical  i)hase-rotation 
is  clockwise,  i.e.,  in  the  order  /,  S,  3,  etc. 
Evidently,  the  transformer  must  be  so  con- 
nected to  the  converter  that  neither  the 
rotation  of  the  latter  is  reversed  nor  any  one 
l^hase  is  short-circuited.  As  explained  pre- 
viously, when  the  jihasc  rotation  on  the  high- 


e  .5  4-  5  2  / 


3/po/or  D/agrarr, 
4. 


I  Mec/7ar7/ca/ 
]  ffotot/oo 


■    Siationary 

I  ■9e,'isre/7ce  Po/nL 


P/7ase  .fotat/on 

Fig.  13 

voltage  side  of  the  transfonner  is  in  the  order, 
H\,  H-i,  H3,  the  phase  rotation  on  the  low 
voltage  side  is  in  the  order  A'l,  A'2,  A'3,  etc. 
Therefore,  if  the  high-voltage  supply  phases 
are  correctly  connected  to  the  high  voltage 
of  the  transformer,  the  transformer  and 
converter  will  operate  properly  when  Xi  of 
the  transformer  is  connected  to  ring  1  of  the 
converter,  A'2  of  the  transformer  to  ring  £ 
of  the  converter,  etc.  Although  this  is  the 
standard  connection,  there  are  eleven  others 
or  altogether  twelve  operative  connections 
which  may  be  used  if  for  any  reason  they 
are  found  more  convenient.  Of  these  twelve 
operative  connections,  six  correspond  to  one- 
phase  rotation  on  the  primary,  and  the  other 
six  to  the  opposite  phase  rotation  on  the 
primary.      Thus,    six    of    the    possible    con- 


382     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


nections     for     one     phase-rotation     are    as 
follows : 

Connect  A'l  to  Ring  1  or  ^  or  5  or  4  or  5  or  6. 

Connect  Ao  to  Ring  2  or  3  or  J^  or  5  or  6  or  1 . 

Connect  A'3  to  Ring  5  or  4  or  5  or  6  or  1  or  2. 

Connect  A'4  to  Ring  4  or  5  or  6  or  1  or  .^  or  3. 

Connect  X-^  to  Ring  5  or  6  or  1  or  2  or  3  or  J^. 

Connect  A'e  to  Ring  6  or  1  or  ^  or  3  or  i  or  o. 

z  5  I.  d 

XX.        A  A 

r  34  6  c' *<7    ^^ ^e 


Fig.  I4a 


Fig    14b 


A    V  V     D>D> 


Fig    15a 


Fig    15b 


Fig.  ISc 


Each  vertical  row  constitutes  one  operative 
set.  Connections  must  not  be  made  partially 
from  one  vertical  row  and  partially  from 
another.  If  on  connecting  to  the  supply, 
converter  rotates  in  the  wrong  direction,  it 
can  be  corrected  by  reversing  one  phase  on 
the  high-voltage  side. 

It  will  be  observed  that  when  transformers 
are  lettered  in  accordance  with  the  A.I.E.E. 
rules,  and  also  their  angular  displacement 
given,  a  vector  voltage  diagram  is  not  neces- 
sary to  be  able  to  connect  them  properly 
although  it  usually  is  given  by  some  manu- 
facturers as  an  added  safeguard. 

(2)  Transformers  not  lettered  in  accordance 
with  the  A.I.E.E.  rules,  hut  their  voltage 
diagrams  available. 

When  voltage  diagrams  arc  available  no 
questions  of  polarity  or  phase  rotation  need 
be  asked.  It  is  necessary  and  sufficient  to 
determine  whether  the  diagrams  of  the  two 
units  (or  banks)  will  coincide;  i.e.,  whether 
they  have  the  same  angular  displacement 
between  the  primary  and  secondary.  For 
instance,  a  transformer  of  which  the  voltage 
diagram  is  shown  in  Fig.  14a  can  be  paral- 
leled with  one  whose  diagram  is  as  shown  in 
Fig.  14b.  Superposing  the  two  diagrams,  both 
high  and  low-voltage  lead  potentials  coincide; 
thus  /  with  c,  2  with  b,  3  with  a,  4  with  /, 
■T  with  d,  and  6  with  e.  There  can  be  no 
difficulty  about  telling  which  leads  are  to  be 
connected  together.  The  fact  that  the  volt- 
age lines  of  the  two  diagrams  do  not  coincide, 
one  being  a  Y  diagram  and  the  other  a  delta 
diagram,  is  of  no  consequence,  since  the 
points  which  are  to  be  connected  together 


coincide  and  must  therefore  have  the  same 
potential. 

Confusion  is  sometimes  experienced  when 
voltage  diagrams  are  shown  in  different 
positions,  as  for  example,  in  Figs.  15a,  15b, 
and  15c,  where  identically  the  same  voltage 
diagram  is  shown  in  three  different  positions. 
What  a  voltage  diagram  indicates  is  not  the 
actual  potential  of  the  terminals,  but  the 
voltage  vector  relation  between  the  two 
windings.  This  relation  is  identical  in  the 
above  three  figures.  This  can  be  seen  still 
better  if  we  rotate  the  high  and  low-voltage 
diagrams  of  Fig.  15b  through  either  00  or  180 
deg.,  when  it  becomes  identical  with  15a. 
The  same  refers  to  15c  which  would  have  to 
be  rotated  counter-clockwise  90  deg.  or  clock- 
wise .30  deg.  to  coincide  with  15a. 

In  rotating  a  diagram,  care  must  be  taken 
not  to  alter  the  relative  position  of  the 
primary  and  secondary  voltage  diagrams  with 
respect  to  each  other.     This  being  done,  the 


Fig.  16.     Quarter-phaM  Connections 

rotation  of  a  diagram  through  any  angle  is 
permissible.  It  will  also  be  seen  that  diagrams 
which  are  alike  can  be  sui)erpo.sed  and  made 
to  coincide  in  three  dilTorent  jwsitions.  For 
instance, Fig.  HbcanbesuperposedonFig.  14a, 
making  /  coincide  with  c.  b.  or  ii.    There  are 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


383 


"J 


j_Ll 


\»2 


Ht  '3 *. 

A.,  V 


|W/  l»!  I 


'/Z 


J  Additive  \ 
\Polantif] 


-"j 


"Z 


/'H,Hz\ 
iiubtractlr^ 
\Po/anti/j 


X   < 


Figs.  17  to  22.      Three  phase  Connections 


384     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII,  Xo.  5 


thus  three  ways  of  connecting  three-phase 
units  for  multiple  operation. 

(5)  One  or  both  units  not  lettered  hi 
accordance  with  the  A.I.E.E.  rules  and  no 
voltage  diagram  available. 

With  single-phase  units  the  procedure  ma.\- 
be  either  to  test  their  polarity  prior  to  con- 
necting them  in  multiple,  or  they  ma}'  be 
multipled  for  a  trial  through  a  fuse  or  volt- 
meter and  when  the  connection  is  found  to 
be  O.K.  the  fuse  or  voltmeter  mav  be  short 


leads,  connect  a  pair  of  low  voltage  leads 
together  (fused  or  unfused);  the  second  pair 
of  low-voltage  leads  should  now  be  connected 
together  through  a  voltmeter.  If  the  volt- 
meter indicates  no  voltage,  it  may  be  short 
circuited,  taken  out  and  used  to  test  the  third 
phase.  It  will  be  appreciated  that  the  volt- 
meter must  be  capable  of  withstanding  twice 
the  line  voltage  on  the  leads  to  which  it  is 
being  connected,  since,  if  the  polarity  is  wrong 
the  phase  voltages  will  add  in  the  voltmeter 


»i 


x. 


Hz 


A 

Hi  MS 


X6  Xi 


Threc-phasr  to  Six-phase  Connections 


circuited        In    important    cases    both    pre- 
cautions may  be  taken. 

In  multipling  two  three-phase  units  for 
trial  at  least  two  of  the  three  jihases  should  be 
fu  ed,  and  preferably  three.  The  fuse  should 
be  connected  between  the  leads  which  are  to 
be  connected  together,  preferably  on  the  low- 
voltage  side,  and  the  excitation  applied  to  the 
transformers  should  be  small.  Preliminary 
tests  for  voltage  diagrams,  as  has  been  ex- 
l)]ained,  would  be  very  desirable ;  however,  trial 
multiple  operation  through  fuses  is  fre- 
quently found  verv  sim])le.  A  better  scheme 
is  to  substitute  a  voltmeter  for  the  fuse.  For 
instance,  having  multipled    the  high-voltage 


and  give  a  large  deflection  instead  of  neutral- 
izing each  other  and  giving  a  zero  deflection 
as  would  happen  if  the  connection  were 
correct. 

If  the  two  units  which  are  being  tested  are 
in  V-delta  or  delta-V  connection,  and  having 
first  connected  the  high-voltage  sides  in 
parallel,  it  is  found  that  no  combination  of  the 
secondary  leads  is  operative,  one  phase  on  the 
high  voltage  of  one  of  the  units  should  Ix- 
reversed,  and  then  an  operative  combination 
of  the  low  voltage  leads  can  be  found.  This  is 
a  characteristic  of  the  V-delta  and  delta-V 
connections  and  sometimes  shows  itself  in  a 
puzzling  manner.    For  instance,  in  connecting 


VOLTAGE  DIAGRAMS  OF  TRANSFORMERS 


385 


two  identical  V-dolta  units  in  multiple,  if  one 
phase  of  one  unit  is  reversed  on  the  primary 
side,  the  secondaries  cannot  be  multipled 
refjardless  of  any  reversals  that  may  be 
attempted  on  the  secondary  sides.  If  two 
phases  are  reversed  on  the  primary-,  then 
an  o^ierative  combination  of  phases  can  be 


(a)  a  reversed  phase  on  the  primary  of  the 
former  can  be  made  good  by  a  reversed  phase 
in  the  secondary,  and  (b)  with  a  jjiven  connec- 
tion of  primaries  in  multiple,  if  an  operative 
combination  of  secondary  leads  cannot  be 
found,  no  other  combination  of  primary  leads 
will  make  parallel  operation  possible  for  them. 


Figs.  25  and  26.      Three-phase  to  Six-phase  Connections 


found  on  the  secondary  sides.  Delta-delta 
and  Y-Y  connected  transformers  differ  from 
the  Y-delta  or  delta-Y  transfomiers  in  that; 


Figs.  1(3  to  26  show  the  connection  of  single- 
]ihase  imits  of  different  polarities  in  various 
single  and  polyphase  banks. 


386     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No 


Relative  Merits  of  Connections  Employed  in 
High-Voltage  Generating  Stations 

By  Ernest  Pragst 
Power  and  Mining  Engineering  Department,  General  Electric  Company 

In  planning  a  system  of  connections  for  a  central  station  consideration  must  be  given  to  the  factors  of 
personal  safety  and  protection  to  transformers  and  generators;  also  a  degree  of  flexibility  comparable  with 
the  importance  of  the  station  should  be  provided,  so  that  facilities  will  be  available  for  operating  the  station 
economically  at  all  times  whether  at  full  load  or  fractional  load.  The  author  presents  and  discusses  eight 
different  systems  of  station  connections,  ranging  from  the  simplest  to  the  most  elaborate. — Editor. 


In  the  evolution  of  the  modem  high-voltage 
generating  station  a  number  of  commonly 
accepted  arrangements  of  interconnection 
between  the  generators,  transformers  and 
Hnes  have  come  into  use,  each  having  its 
advantages,  disadvantages  and  particular 
field  of  application.  In  this  article  the  writer 
proposes  to  set  forth  a  number  of  these  basic 
or  fundamental  systems  of  connections  (limit- 
ing himself  solely  to  their  application  to 
generating  stations,  where  power  is  stepped 
up  in  potential  and  transmitted  over  high- 
tension  transmission  lines),  analyze  them, 
and  attempt  to  determine  their  particular 
field  of  application. 

Any  system  of  switching,  along  with  power 
transformers,  transmission  lines,  etc.,  is 
selected  with  one  primary  object  in  view; 
namely,  to  transport  the  electrical  energy 
available  at  the  generator  terminals  to  one  or 
a  number  of  sources  of  load.  With  a  natural 
realization  of  this  object,  it  is  at  once  recog- 
nized that  the  system  of  connections  con- 
templated for  a  generating  station  is  in- 
fluenced not  only  by  the  selection  of  the 
prime  movers  with  their  corresponding  gener- 
ators, but  also  to  an  equal  if  not  greater 
extent  by  the  character  of  load,  its  geograph- 
ical location  in  relation  to  the  generating 
station,  and,  in  the  case  of  existing  systems, 
the  relation  of  the  generating  station  under 
consideration  to  the  existing  system. 

A  detailed  study  of  the  interconnection  of 
apparatus  within  the  station,  with  an  ever 
watchful  eye  on  the  influence  of  these  con- 
nections on  those  external  to  the  station, 
will  show  that  any  successful  arrangement 
should  fulfill  the  following  conditions: 

(a)  It   should   not   afford  an  undue   risk 

to  the  operating  force,  particularh- 
when  conducting  switching  opera- 
tions as  a  result  of  such  abnormal 
conditions  as  electrical  failures  of 
lines  and  apparatus. 

(b)  It    should    permit    of    the    economic 

operation  of  apparatus. 


(c)  It    should    be    simple    in    principle. 

electrically. 

(d)  It   should   lend   itself   to   simple   and 

rugged  mechanical  arrangement  and 
construction. 

(e)  It  should  have  a  reasonable  degret-  of 

flexibility. 

(f)  It    should    assure    a    degree    of    con- 

tinuity   of    ser\-icc    commensurate 
with  the  class  of  load  ser\ed. 

It  might  be  well  to  elaborate  on  condition 
(b).  Here  it  is  meant  that  the  connections 
should  be  such  as  to  permit  the  operation  of 
apparatus  at  a  load  as  near  as  possible  to  that 
corresponding  to  maximum  efficiency  or  full 
load,  as  desired.  To  do  this,  it  is  usually 
necessary  to  arrange  to  operate  all  apparatus 
in  parallel.  In  the  generating  station  this 
is  provided  for  by  paralleling  all  apparatus 
on  a  low  tension  or  high  tension  bus  or 
both.  It  is  also  customar>'  to  operate  all 
plants  in  a  given  location  interconnected 
or  in  parallel.  This  permits  of  the  necessit>- 
of  carr\-ing  but  a  minimum  amount  of 
spare  generating  capacity,  makes  possible 
the  operation  of  a  system  at  maximum  effi- 
ciency, and  automatically  takes  advantage  of 
any  diversity  in  load  that  might  exist  on  the 
system.  Also  should  the  failure  of  any  one 
piece  of  generating  ai)paratus  occur,  if  the 
system  is  large  in  proportion  to  the  capacit> 
of  the  lost  generator,  system  oi)eration  in  all 
probability  will  not  be  affected,  as  the  load 
suddenly  lost  by  the  generator  which  has 
failed  is  distributed  among  all  units  remaining 
in  service. 

Having  determined  in  a  general  way  the 
factors  influencing  any  system  of  station  con- 
nections and  the  conditions  these  connections 
should  fulfill.  let  us  next  consider  the  means 
of  making  and  changing  these  connections  to 
accomplish  the  desired  results.  We  have  at 
our  disposal : 

(a)     Sim])le  disconnecting  switches,  whose 
ap].)lication  is  limited  solely  t<>  the 


CONNECTIONS  EMPLOYED  IN  III(',lI-\-()LTACE  (]EN1>: RATirJC,  S'|-ATIONS     ;iS7 


isolation  of  apparatus.  They  arc 
not  applicable  for  disrupting  the 
flow  of  current. 

(b)  Multi-pole    (usually    triple-pole)    air- 

break  diseonnectinj:;  switches.  These 
are  usually  manually  operated,  arc 
used  for  the  isolation  of  apparatus, 
and  can  be  employed  for  dismpting 
small  amotmts  of  current  such  as 
the  charging  current  to  short  lengths 
of  high-tension  line,  the  exciting 
current  of  transformers  of  medium 
capacities,  and  light  loads.  One  of 
their  chief  fields  of  application  in 
the  type  of  generating  station  under 
consideration  is  for  use  in  the  high- 
tension  circuits  in  place  of  the 
simple  single-pole  disconnecting 
switches  as  a  result  of  the  increased 
facility  and  speed  with  which  switch- 
ing operations  can  be  performed 
when  they  are  employed. 

(c)  Air-break  circuit  breakers  (automatic 

and  non-automatic).  The  ajjplica- 
tion  of  these  is  limited  almost 
exclusively  to  low-voltage  (usually 
under  600  volts)  high-current  cir- 
cuits. 

(d)  Oil    circuit-breakers    (automatic    and 

non-automatic).     These  arc  used  in 

all  circuits  where  currents  of  large 

magnitude  must  be  broken,  where 

quick  switching  operations  must  be 

conducted,  or  in  circuits  which,  if 

opened  or  closed  by  other  forms  of 

switches,   might  present   an   undue 

hazard  to  the  operators. 

Hand-operated  knife  switches,  fuses,  special 

combinations  of  fuses  and  switches  and  the 

like,   have  been  omitted  from  the  foregoing 

tabulation,    because    their    application    in    a 

modern     generating     station     is     extremely 

limited. 

As  a  rule  more  than  95  per  cent  of  service 
interruptions  are  the  result  of  insulation 
failures  external  to  the  generating  station; 
hence  the  control  of  the  outgoing  lines  from 
the  station  should  be  such  as  to  permit  of 
carrying  on  switching  operations  with  rapid- 
ity. Although  failures  of  this  class  are 
extremely  numerous,  annoying  and  costly  to 
the  power  consumer,  the  value  of  the  apparatus 
lost  in  this  manner  represents  a  small  item 
when  compared  to  that  lost  as  a  result  of 
apparatus  failure  in  the  generating  station. 
Even  though  failures  within  the  generating 
station  arc  relatively  rare,  when  they  do  occur 
their  results  arc  often   far  rcacliint;  both   in 


intcrmiition  to  scr\-icc  and  expense  of  replace- 
ment. Therefore,  whereas  the  method  of 
controlling  outgoing  lines  should  be  designed 
with  a  view  to  quick  switching  operation,  the 
control  of  the  circuits  within  the  station 
should  be  designed  with  ])articular  reference 
to  the  prevention  or  localization  of  ]30ssible 
failures  of  apparatus. 

When  considering  the  switching  arrange- 
ment of  a  generating  station  as  a  part  of  a 
svstcm  or  of  the  individual  pieces  of  apparatus 
in  their  relation  to  the  station  as  a  whole,  one 
must  appraise  the  relative  importance  of  the 
part  under  consideration  in  its  relation  to  the 
whole.  For  example,  should  the  station 
represent  but  a  small  and  unimportant  part 
of  a  large  system,  a  station  which  can  be 
dispensed  with  for  a  short  time  without 
materially  affecting  service,  then  we  are  natu- 
rally justified  in  cmplo\ing  an  inexpensive 
switching  scheme ,  if  a  generator  in  a  station 
can  be  spared,  one  oil  circuit  breaker  for  its 
control  is  sufficient;  and  the  same  holds  in 
the  case  of  transformer  control,  busses,  etc. 

Having  now  a  clear  vision  of  the  objects 
we  wish  to  accomplish  and  a  knowledge  of  the 
limitations  of  the  apparatus  at  our  command, 
let  us  investigate  some  of  the  more  commonly 
used  station  connections. 

Fig.  1.  shows  one  of  the  simplest  forms  of 
station  connections  and  represents,  perhaps,  a 
minimum  expenditure  for  switching  material. 
Here  each  generator  is  rigidly  connected 
to  and  used  as  a  unit  with  its  corresponding 
transformer  bank.  The  station  auxiliaries 
are  fed  from  an  auxiliary  bus,  which  in  turn 


1, 


1, 


/ 


i      i- 


J 


J      J- 


SUlion 
Bus 


C 


Fig.  1.     Simple  Station  Connections  Employing  Generators  and 
Transformers  Rigidly  Connected  as  Units 

can  be  served  from  any  one  or  all  generators 
through  the  circuit  breakers  a.  The  chief 
criticism  of  this  arrangement  is  its  lack  of 
flexibility.  Each  generator  must  be  used 
as  a  unit  with  its  corresponding  transformer 
bank:  failure  of  cither  or  of  the  conductors 


388     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .3 


between  them  will  result  in  the  shut-down 
of  both.  Also,  as  in  the  case  of  most  sinplc 
bus  arrangements,  a  failure  of  the  high 
tension  bus  will  result  in  a  complete  shut- 
down of  the  plant  until  such  time  as  repairs 
can  be  made.  As  long  as  no  trouble  occurs 
within  the  station,  normal  switching  oper- 
ations may  be  conducted  without  incon- 
venience or  hazard;  the  generators  and  trans- 
formers being  placed  in  and  remo\'ed  from 
sen'ice  b}-  means  of  the  oil  circuit  breakers  b, 
and  the  lines  controlled  through  the  oil 
circuit  breakers  c.  This  arrangement  finds  its 
particular  application  in  the  case  of  small 
stations  supplying  loads  where  continuity 
of  service  is  not  of  primar\^  importance  and 
where  the  cost  of  the  installation  must  be 
held  to  a  minimum  at  a  sacrifice  in  flexibility 
and  assurance  of  ser\-ice  continuity 

Fig.  2  represents,  no  doubt,  the  most 
commonly  used  system  of  connections.  Here 
all  generators  and  transformers  are  connected 
to  a  common  low  tension  bus,  while  the  high 
tension  side  of  the  transformers  and  out- 
going lines  are  connected  to  a  common  high 
tension  bus.  The  capacities  of  generators, 
transformers  and  lines  need  not  bear  any 
definite  relation  to  each  other  as  in  the  case 
of  Fig.  1.  For  switching  under  normal  con- 
ditions, and  the  protection  of  apparatus  in 
case  of  failure,  this  arrangement  will  meet 
every  requirement;  that  is,  for  failure  within 
a  generator,  circuit  breaker  a  may  be  opened, 
and  in  case  of  trouble  within  a  transformer 


/       { 


T 


T 


X» 


Dus 


/ 

r 


Fig.  2.     A  Commonly  Used  Arrangement  Employing 
Single  High  and  Low  Tension  Busses 

bank,  the  bank  can  be  isolated  through  the 
opening  of  circuit  breakers  h  and  c.  The 
criticism  of  this  arrangement  is  its  inflexi- 
bility. A  failure  of  any  generator  circuit 
breaker  results  in  the  forced  withdrawal  of 
the    corresponding    generator    from    service; 


and  similarly  with  the  transformers,  should  a 
failure  of  oil  circuit  breakers  6  or  c  occur: 
and  with  the  lines  in  case  of  failure  of  oil 
circuit  breakers  d.  Should  a  failure  of  either 
bus  occur,  a  complete  shut-down  of  the  station 
will  naturally  result.     This  is  often  partially 


^ 


£   £  i? 


1    Bu««a 


Fig.  3.      An  Elaboration  of  Fig.  2.  Using  Low  and  High  Tension 

Busses  with  a  Single  Oil  Circuit  Breaker  and  Selector 

Disconnecting  Switches  in  Each  Circuit 

guarded  against  by  the  introduction  of 
sectionalizing  disconnecting  switches  in  the 
busses.  Because  of  the  expense  of  high 
])0tential  oil  circuit  breakers,  it  is  often 
customary  to  substitute  for  oil  circuit  breaker 
c  and  its  corresponding  disconnecting  switches 
a  triple  pole  air  break  disconnecting  switch, 
with  the  result  that  operating  flexibility  and 
assurance  of  sen-ice  continuity  are  lessened. 
Though  open  to  these  criticisms,  the  arrange- 
ment of  Fig.  2  is  well  adapted  to  the  require- 
ments of  small  and  medium  sized  instal- 
lations, as  the  protection  to  apparatus  is  good 
and  the  personal  hazard  to  operators  is  small, 
also,  as  the  probability  of  failure  of  properly 
selected  oil  circuit  breakers  and  well  con- 
structed bus  structures  is  ver>-  small,  con- 
tinuity of  service  is  quite  well  assured. 

Fig.  3  shows  a  diagram  of  connections  which 
is  an  elaboration  of  Fig.  2,  double  high  and 
low  tension  busses  being  employed.  Approxi- 
mately twice  the  amount  of  bus  material  and 
number  of  disconnecting  switches  are  re- 
quired as  for  the  arrangement  of  Fig.  2. 
This  arrangement  will  practically  eliminate 
the  possibility  of  a  prolonged  shut-down  as 
the  result  of  a  bus  failure.  It  also  permits  of 
maintaining  service  when  working  on  either 
bus.  However,  it  will  not  eliminate  the  neces- 
sity of  withdrawing  apparatus  from  ser\-ice 
in    case    of    trouble    with    its    corresponding 


CONNECTIONS  EMPLOYED  IN  HIGH-VOLTAGE  GENERATING  STATIONvS     3S9 


circuit  breaker  The  arrangement  has  one 
marked  advantage  over  those  of  Figs.  1  and  2; 
namely,  should  a  feeder  trip  out  it  is  possible 
first  to  test  it  out,  thus  avoiding  the  risk  of 
again  tripping  it  out  or  causing  surges  on 
other  feeders  by  placing  it  back  in   service 


f      ^ 


Fig.  4.     Another  Elaboration  of  Fig.  2.  Using  Single  Main  High 
and  Low  Tension  Busses  with  Transfer  Busses  for  Utilizing 
a  Reserve  Circuit  Breaker   in  Each  of  the  High  and 
Low  Tension  Circuits 

when  it  is  still  short  circuited  or  grounded. 
For  example,  suppose  generators  Nos.  1,  2 
and  3  are  in  operation  with  transformer  banks 
Nos.  1  and  2  and  connected  to  low  and  high 
tension  busses  .4,  with  generator  No.  4,  trans- 
former bank  No.  3  and  busses  B  in  reserve. 
If  one  of  the  feeders  trips  out  from  some 
unknown  cause  it  will  be  an  easy  matter  to 
test  it  out  with  generator  No.  4  and  trans- 
former bank  No.  3  operating  through  busses 
B.  Bus  tie  circuit  breakers  e  and  /  are  often 
included  to  facilitate  this  class  of  switching 
operation.  Should  the  tested  line  prove  good, 
it  could  at  once  be  placed  in  ser\ace  by  closing 
either  circuit  breakers  e  or  /,  or  both.  With 
circuit  breakers  e  and/  closed  and,  of  course, 
the  ,4  and  B  busses  in  synchronism  and  at 
the  same  potential,  the  transfer  of  a  circuit 
carr\'ing  power  from  one  to  the  other  bus  can 
be  effected  without  danger  or  interruption  to 
service  by  means  of  the  disconnecting  switches. 
Fig.  4  is  a  further  elaboration  of  the  con- 
nections of  Fig.  2.  The  arrangement  of  Fig.  3 
provides  for  the  failure  of  a  bus,  but  makes  no 
improvement  in  the  operating  limitations  of 
the  oil  circuit  breakers  over  the  arrangement 
of  Fig.  2,  while  Fig.  4  provides  for  the  with- 
drawal from  ser\-ice  of  anv  oil  circuit  breaker 


without  interrupting  the  operation  of  the 
corresponding  apparatus,  but  makes  no  pro- 
vision against  bus  failure.  The  amount  of 
switching  equipment  required  for  the  scheme. 
Fig.  4,  is  almost  identical  with  that  of  Fig.  3, 
and  the  two  systems  of  connections  are  an 
improvement  over  that  of  Fig.  2,  Fig.  3  pro- 
viding against  a  possible  bus  failure  and  Fig.  4 
against  a  failure  of  circuit  breakers  only. 
Under  normal  operation  all  apparatus  will 
operate  from  the  main  or  ^4  busses.  Should 
it  be  desired  to  withdraw  from  service  a 
circuit  breaker,  it  can  be  done  without 
interruption  by  connecting  the  corresponding 
piece  of  apparatus  by  means  of  its  dis- 
connecting switches  to  the  transfer  or  B 
bus  and  connecting  the  two  busses  A  and  B 
together  through  the  bus  tie  switch  e  or  /,  as 
the  case  may  be,  after  which  the  circuit 
breaker  in  question  can  be  withdrawn  from 
service. 

Fig.  5  is  included  primarily  to  illustrate  a 
method  of  high  tension  connection  which  has 
been  very  commonly  used  in  past  years  for 
high  tension  stations.  The  low  tension 
arrangement  may  be  as  shown  or  similar 
to  that  of  Figs.  3  or  4  without  materially 
affecting  the  high  tension  system.  Here 
transformer  banks  are  operated  as  a  unit 
with  the  lines.  As  shown,  three  high  tension 
oil  circuit  breakers  c,  d  and  e  are  employed 
for  each  group  of  transformer  and  line. 
Because  of  the  expense  of  these  high  potential 
circuit    breakers,    triple-pole    air-break    dis- 


7 


7 


Hiqh 

-lenS'on 

Bus 


_J 


y. 


-Tension 


Fig.  5.      A  Wiring  Arrangement  Based  Upon  Operating  a  Trans- 
former Bank  as  a  Unit  with  a  Line 

connecting  switches  are  often  substituted. 
When  this  substitution  is  made,  circuit 
breakers  c  or  d  or  both  are  those  usually 
replaced.  In  the  case  of  line  failure,  it  is 
customary  to  trip  the  line  along  with  its 
corresponding    transformer    bank    by    means 


.J'JU     Alav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo  5 


of   the  low   tension   circuit  breaker  b.     The 
chief  advantage  of  this  arrangement  lies  in 
the  fact  that  when  operating  in  this  manner 
the  magnitude  of  the  surges  resulting  from 
switching    operations    on    the    high    tension 
system  is  reduced  to  a  minimum.     On  the 
other  hand  the  arrangement  presents 
numerous  disadvantages.    It  does  not 
usually  lend  itself  well  to  connection 
in  a  network;    and    is  uneconomical 
in   those  cases  where  the  generating 
station     supplies    widely    separated 

loads,  as  in  this  case  the  transformers     

in  all  probability  must  be  of  different 
capacities  to  meet  the  load  require- 
ments, which  is  an  undesirable  feature 
from  a  construction  and  maintenance 
point  of  view.     Also,  when  tripping     __^_ 
transformers  with  their  transmission     — r~r" 
lines,  there  is  a  marked   increase  in         )  } 
potential    drop    over    the    remaining  LqJ 

circuits   as   compared  with  the   case  3 

where  all  transformer  capacity  con- 
tinues in  operation  supplying  power 
to  the  lines  remaining  in  service.  Fig.  6. 
The  significance  of  this  potential 
drop  will  readily  be  appreciated  particularly 
in  the  case  of  low  power  factor  loads, 
when  it  is  recalled  that  the  reactance 
of  a  transformer  bank  is  ver>-  often  the 
equivalent  of  that  of  the  line,  while  the 
combined  reactance  of  both  the  generating 
station  and  substation  transformers  might 
be  twice  that  of  the  line.  With  the  present 
state  of  the  art  of  designing  and  building  high 
potential  api^aratus,  when  it  is  possible  to  be 
reasonably  assured  that  the  apparatus  if 
properly  applied  will  withstand  all  of  the 
usual  abnormal  stresses  experienced  in  practi- 
cal operation,  it  is  doubtful  whether  the 
advantages  gained  by  reducing  the  surges 
incident  to  switching  by  resorting  to  low 
tension  switching  are  sufficient  to  outweigh 
the  limitations  of  this  method  of  connection 
and  operation  in  most  cases.  The  arrange- 
ment finds  its  i^articular  application  in  those 
cases  where  jjower  is  generated  at  one  station 
and  transmitted  over  a  number  of  lines  to  a 
single  substation.  In  such  cases  it  affords  an 
effective  and  economical  arrangement. 

Fig.  G  represents  a  rather  novel  scheme 
which  contemplates  the  operation  of  a 
generator  and  transformer  bank  as  a  unit 
during  normal  conditions  and  practicallv 
eliminates  all  of  the  usual  low  tension  circuit 
breakers.  It  is  particularly  interesting  in  that 
all  normal  switching  ojierations  are  to  be 
performed  on    the  high  tension   side  of   the 


station.  Although  almost  all  oil  circuit 
breakers  have  been  omitted  from  the  low 
tension  circuits,  provision  has  been  made  to 
operate  any  generator  with  any  transformer 
bank  in  case  of  trouble.  A  careful  study  of 
this  arrangement  will  reveal    the  fact    that 


1 


^fi/fi,   : 


K=« 


^       V       ^       ^- 

vJLm  vjiw  vvivw  "*«. 


Hiqh 
Te'\sion 
Buses 


An  Arrangement  On^itting  Low  Tension  Circuit  Breakerst  Throughout 

when  it  is  necessary  to  do  any  low  tension 
switching,  involving  the  use  of  disconnects 
a,  h,  c  and  d,  great  care  must  be  exercised, 
necessitating  perhaps  the  withdrawal  of  appa- 
ratus from  service  to  avoid  a  possible  sc\'cre 
accident  should  a  mistake  be  made  in  switch- 
ing. Besides  the  chance  of  accident  to  the 
operating  force  and  bus  structure  when  doing 
low  tension  switching,  the  time  required  to 
make  the  change-over,  and  the  fact  that 
considerable  capacity  must  be  withdrawn 
from  ser\'ice  during  such  time,  makes  it 
appear  that  this  jiarticular  arrangement 
has  but  limited  application  except  in 
those  stations  where  there  arc  installed  a 
large  number  of  units  and  sufficient  spare 
capacity  to  make  the  necessity  of  operating 
a  generator  with  other  than  its  corre- 
sponding bank  of  transformers  an  unusual 
procedure 

Fig.  7  shows  an  arrangement  with  a  com- 
plete dui)lication  of  switching  equipment  and 
busses.  Such  an  arrangement  will  fulfill  all 
the  technical  requirements  of  a  well  designed 
switching  scheme  for  the  majority  of  cases. 
As  a  matter  of  fact,  the  strongest  criticism 
that  can  be  advanced  against  such  an  arrange- 
ment is  the  expense  involved;  and  for  this 
reason  such  an  arrangement  can  be  adopted 
only  in  large  cai^acity  stations  where  con- 
tinuity of  scr\Mce  is  of  |)rimar\'  importance  and 
where  its  assurance  will  justify  the  ex])ense. 


CONNECTIONS  !•  MPLOVKI)  IN   HICxII-VOLTAGI':  GENKRATINC^.  STATIONS 


;!!il 


Fif,'.  7  is  made  up  on  tlic  basis  of  usiiiK  on  tlio 
low  tension  side  a  main  and  auxiliary  bus. 
The  main  bus  has  been  segregated  by  means 
of  bus  sectionalizing  circuit  breakers  /. 
Current  limiting  reactors  k  are  also  shown,  as 
they  are  invariably  required  in  the  case  of 


Fig.  7.     An    Elaborate  Arrangement   Employing    Double  Busses   and   Double 
Selector  Oil  Circuit  Breakers  in  Both  the  High  and  Low  Tension  Circuits 


large  capacity  stations,  and  are  usually 
]jlaced  as  shown  in  such  a  bus  arrangement  as 
this.  Only  a  simple  single  auxiliary  bus  is 
used  without  sectionalizing  switches  or  re- 
actors on  the  theory  that  it  will  never  be 
necessary  to  withdraw  from  service  more  than 
one  main  bus  section  at  a  time.  With  such 
a  bus  arrangement  all  normal  switching 
operations,  and  those  of  an  abnormal  nature 
as  well,  can  be  performed  by  the  station 
operator  from  the  main  control  board  with  a 
minimum  loss  of  time.  The  arrangement  also 
lends  itself  very  nicely  to  a  station  feeding 
])Ower  at  several  potentials,  in  which  case  all 
generators  and  low  tension  sides  of  transform- 
ers can  be  paralleled  on  the  common  low 
tension  bus  as  shown,  utilizing  the  necessary 
number  of  independent  high  tension  bus 
structures.  To  reduce  the  cost  of  the  switch- 
ing equipment,  a  common  and  well  worth 
considering  alternative  to  the  high  tension 
arrangement  as  shown  is  sometimes  em- 
ployed, namely,  the  use  of  a  single  oil 
circuit  breaker  and  selective  disconnects  as 
shown  in  Fig.  8.  To  facilitate  switching 
operations  in  this  case,  the  selective  dis- 
connects often   take  the  form  of    trii:ile-pole 


manuall}-  operated  air-break  disconnecting 
switches,  particularly  in  the  case  of  stations 
operating  at   the  higher  potentials. 

Fig.  N  is  another  very  common  arrange- 
ment, used  in  large  stations  stepping  up 
all  power  to  one  potential.  The  scheme 
contemplates  operating  each  gen- 
erator as  a  unit  with  a  transformer 
bank,  and  paralleling  all  generators 
on  a  common  low  tension  transfer 
bus.  Where  it  is  necessary,  as  with 
large  capacity  stations,  to  install 
current  limiting  reactors,  they  are 
usually  placed  as  shown  /.  This 
arrangement  is  less  expensive  than 
that  of  Fig.  7,  but  does  not  give  the 
same  assurance  of  continuity  of 
service  in  the  ca.se  of  a  circuit  breaker 
failure,  although  should  the  failure  of 
circuit  breaker  a,b  or  c  occur,  it  could 
be  cut  out  of  service  by  means  of  a 
jumper  placed  around  it  and  further 
switching  operations  carried  out  with 
the  remaining  two  breakers  with  but 
slight  inconvenience. 

In  addition  to  the  arrangements 
shown,  there  are  an  almost  unlimited 
number  of  others,  but  on  analysis 
they  prove  to  be  as  a  rule  nothing 
more  than  an  elaboration  or  a  slight 
modification  of  those  considered  here. 
It  is  not  possible  to  give  any  set  rules  govern- 
ing the  selection  of  a  switching  scheme;  each 


Fig    8.      A  Popular  Arrangement  Using  the  Generators  as  Units 

with  Corresponding  Transformer  Banks  and  Paralleling  on 

Double  High  Tension  Busses  Through  Single  Oil  Circuit 

Breakers  and  Selector  Disconnecting  Switches 


case  should  be 
careful  analysis 
\'olved 


decided    separately    after   a 
of    the    various    factors   in- 


392     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


60-cycle  Converting  Apparatus 

B}-    J.    L.    BURN'HA.M 
Engineer,  Direct-current  Engineering  Department,  General  Electric  Company 

The  popularity  of  the  synchronous  converter  is  attested  to  by  the  fact  that  2}^2  kilowatts  of  this  type  of 
apparatus  are  built  for  every  kilowatt  of  motor-generator.  The  60-cycle  converter  for  voltages  up  to  300  has 
proved  very  successful,  but  for  voltages  of  500  and  600  it  has  been  very  susceptible  to  flashing  at  the  com- 
mutator when  subjected  to  short  circuits  or  quick  changes  in  load.  Because  of  this  trouble  the  whole  phe- 
nomenon of  flashing  was  thoroughly  studied,  and  as  a  result  several  devices  have  been  developed  which,  when 
employed  together,  effectively  prevent  flashing  even  on  complete  short  circuit.  This  freedom  from  flashing 
is  secured  through  the  use  of  high  reluctance  commutating  poles,  a  special  form  of  brush  rigging,  screened 
flash  barriers,  and  the  high  speed  circuit  breaker.  Another  disadvantage  of  the  synchronous  converter  is  the 
inflexible  ratio  between  alternating-current  and  direct-current  voltage.  Direct-current  voltage  regulation  is 
therefore  usually  effected  from  the  alternating-current  end  by  means  of  the  synchronous  booster.  In  conclu- 
sion the  author  makes  a  comparison  between  the  synchronous  converter  and  the  motor-generator  on  the  bases 
of  efi&ciency,  reliability,  flexibility,  costs  and  floor  space. — Editor. 


The  great  increase  in  use  of  60-cycle 
generators  and  extension  of  60-cycle  transmis- 
sion systems  in  recent  years  has  resulted  in  a 
corresponding  demand  for  60-cycle  converting 
apparatus  to  supply  direct  current.  This 
demand  has  not  been  difficult  to  meet 
successfully  with  motor-generator  sets  or  with 
converters  delivering  up  to  300  volts  direct 
current,  but  has  emphasized  the  difficulties 
with  synchronous  converters  for  600  volts  and 
over. 

The  inherent  sensitiveness  to  flashing  of 
60-cycle  railway  converters  has  always  been 
more  or  less  annoying  to  operating  com- 
panies. Changes  in  conditions  of  operation, 
such  as  lengthening  of  feeders,  ha^■e  given 
some  relief  but  still  there  is  a  need  for  more 
stable  characteristics. 

By  the  use  of  commutating  poles  it  was 
possible  to  increase  the  output  per  pole  thereby 
giving  higher  angular  speeds.  At  about  the 
same  time  designs  with  greater  spacing  or 
pitch  of  brushes  and  poles  were  made  to 
increase  the  flashing  distance  and  reduce 
the  voltage  on  the  commutator  adjacent  to 
the  brushes.  Bridges  were  improved  to  give 
greater  stability  and  many  minor  improve- 
ments added,  but  only  recently  has  the  most 
promising   development    been   accomplished. 

Several  years  ago  a  special  study  of  the 
causes  of  flashing  and  remedies  was  under- 
taken and  has  reached  a  stage  where,  with 
certain  equipment  now  developed,  the  (iO- 
cycle  railway  converter  may  be  made  immune 
from  flashing  at  the  commutator  as  a  result  of 
direct  current  short  circuits. 

In  a  paper  entitled  "  Protection  from  Flash- 
ing for  Direct  Current  Apparatus,"  presented 
at  the  A.I.E.E.  convention  in  June,  191S, 
experimental  results  were  given  showing  that 
protection  by  high  speed  circuit  breaker  and 
flash  barriers  would  give  comjilctc  protection 
against  flashing.     Since  that  time  further  im- 


provements in  both  the  converters  and  the 
new  type  of  high  speed  breaker  have  been 
made  to  give  still  greater  margins  of  safety. 
Changes  in  the  60-c\cle  railway  converters 
are  principally  in  the  form  of  commutating 
pole  and  its  windings  and  in  the  brush  rigging. 

Commutating  Poles 

The  commutating  pole  construction  which 
is  now  applied  to  our  line  of  standard  (>(i- 
c\xle  railwa}-  con\-erters  makes  use  of  non- 
magnetic material  in  the  place  of  steel  for  a 
large  portion  of  the  pole  next  to  the  magnet 
frame.  The  resulting  increase  in  reluctance 
of  the  commutating  pole  magnetic  circuit 
requires  much  higher  excitation  and  thus  an 
increased  number  of  turns  in  the  winding  to 
gi\e  the  same  flux  density  neccssar>'  for 
commutation. 


Fig.   1.      Oscillogram  Showing  Values  of  Altcrnalins  an  J  Dirrtl 

Current  in  1000-kw.,  500-voU.  60-cycle  Transformer  When 

Subjected  to  Six  Times  Full  Load  and  Tripped 

with  Ordinary  Type  of  Breaker 

The  principal  advantages  arc  • 

1.  The  excitation  may  be  increasinl  to  a 
value  in  excess  of  the  direct  curuMit  annaturc 
reaction. 


fin-CYCLE  CONVERTING  APPARATUS 


393 


2.  Reduction  of  the  effect  of  saturation. 

3.  The  commutating  field  responds  more 
quickly  to  changes  in  load. 

1.  When  a  converter  is  suddenly  loaded 
the  direct  current  increases  more  rapidly 
proportionately  than  the  alternating  current 
for  a  short  period  and  then  the  reciprocal 
relation  is  established  on  the  reverse  swing  of 
pulsation,  etc.  Thus  the  balance  between  the 
alternating  and  direct  current  reaction  is 
different  than  for  steady  loads.  The  oscil- 
logram of  Fig.  1  is  a  record  of  the  relations  of 
direct  and  alternating  current  when  about 
six  times  full  load  is  thrown  on  and  tripped  off 
a  lOOO-kw.,  (iO-cycle,  (lOO-volt  converter  with 
a  breaker  of  ordinary  speed. 

Fig.  la  is  calculated  from  the  value  of  cur- 
rent in  Fig.  1  and  shows  excitation  of  the 
commutating  pole  resulting  from  current  in 
the  field  winding  and  annature  reaction  com- 
bined. The  straight  lines  show  the  required 
excitation  to  give  best  commutation  for  all- 
steel  poles  and  for  high  reluctance  poles.  The 
sequence  of  relations  after  application  of  the 
load  is  given  by  the  arrows.  It  will  be  seen 
that  the  maximum  percentage  departure  from 
best  excitation  is  nearly  four  times  greater 
with    the    all-steel    poles    than    with    high 


^00         300  400 

Percent  Load 


Fig.  1-a.      Curves  Plotted  from  Oscillogram  in  Fig.  1,  showing 
Effect  on  Excitation  of  Commutating  Poles 


2.  As  the  greater  part  of  the  excitation  is 
used  to  overcome  the  reluctance  of  non- 
magnetic material,  the  effect  of  saturation 
is  lessened,  and  thus  more  nearly  can  the 
commutating  field  strength  be  maintained 
proportional  to  load  during  the  heav}'  over- 


Fig.  2.     Radial  Brush-holder  Unit  with 
Outer  End  Insulation  Removed 

load  when  it  is  most  needed.     For  the  .same 
reason  the  effect  of  hysteresis  is  reduced. 

3.  The  greater  speed  in  establishing  the 
required  field  with  the  greater  magnetizing 
force  is  self-evident. 

Brush  Rigging 

The  most  vulnerable  points  of  lirush  rigging 
are  at  the  outer  end  of  the  commutator  and 
the  leaving  side  of  the  brushes.  It  is  there- 
fore desirable  to  avoid  overhanging  parts  in 
the  direction  of  rotation,  or  outward  from 
the  end  of  the  commutator.     This  is  jmrtic- 


Fig.  3.     Spring  and  Pressure  Adjusting  Slide  for 
Radial  Brush-holder,  Shown  in  Fig.  2 


reluctance  poles.  A  severe  short  circuit 
might  give  three  or  four  times  greater  load 
which  would  reverse  the  all-steel  poles, 
but  would  only  weaken  the  high  reluctance 
poles  as  the  field  winding  excitation  of  the 
latter  is  stronger  than  the  armature  reaction. 


ularly  so  with  (illO-volt,  (iO-cycle  converters, 
which  inherently  have  a  short  sj)ace  between 
adjacent  sets  of  brashes  of  opposite  polarity. 
The  new  rigging  recently  ap])lied  to  railway 
machines,  which  is  designated  as  radial  unit 
type,  accomplishes  the  desired  end  1)\-  Iiaving 


394     Mav,  1920 


GENERAL   1':LECTRIC   REVIEW 


XXIII,  No 


no  overhanging  parts  for  springs  or  supports 
(Fig.  2).  The  spring  is  made  of  a  slightly 
bowed  strip  of  steel  placed  radially  over  the 
brush  and  having  radial  adjustment  for 
pressure  (Fig.  3).  The  attachment  for  sup- 
porting the  set  of  brushes  is  at  a  radial  point 


^—^fSZOAMf'SC/J-^XFVLJ.   LO/U> 


83S0AHPS 


AC  CutfKEur 


!__, 


the  arc  could  not  be  confined,  if  we  could  not 
dis]30se  of  the  large  volume  of  gas  generated 
at  considerable  pressure.  A  barrier  consisting 
of  a  box  fitting  closely  to  the  commutator 
around  each  set  of  brush-holders  is  worse 
than  no  protection  at  all,  as  it  confines  the 
gases,  making  them  highly  conducting,  and 
the  resulting  concentration  of  energy  is  very 
destructive.  The  problem  of  disposing  of  the 
hot  gases  has  been  successfully  solved  by  the 
use  of  metal  screens  inside  of  the  bo.x  structure. 
Next  to  the  commutator  a  scoop-shaped 
member  of  the  box  is  arranged  to  deflect 
the  gases  from  the  commutator  into  the 
screen  and  thus  cool  and  condense  them. 
Barriers  of  this  type  are  successful  when 
kept  clean  and  properly  fitted  with  a  small 
clearance  between  them  and  commutator. 
However,  the  closing  in  of  the  brush  rigging, 
rendering  it  less  accessible  for  inspection  and 
adjustment,  is  undesirable.  Further  study  is 
now  being  made  to  overcome  this  feature. 


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Figs.  4  and  5.      Oscillograms  Showing  Conciitions  During  Short 

Circuit  with  Only  High  Speed  Circuit  Breaker.  Switch. 

and  Slower  Breaker  in  Circuit.     In  Fig.  4  high  speed 

circuit  breaker  shunts  n  resistance,  and  in  Fig.  5 

the  breaker  is  connected  directly  in  series 

near  the  inner  end  of  the  commutator  where 
an  arc  from  flashing  has  the  minimum  tend- 
ency to  form.  This  type  of  rigging  has  the 
further  advantage  of  simplicity  when  it  is 
desired  to  adapt  fire-proof  insulation  which 
gives  still  further  protection  to  the  rigging 
from  burning  by  reducing  the  exposed 
metallic  surfaces'  on  which  the  arc  might 
play  and  produce  more  conducting  gas. 

Flash  Barriers 

As  a  further  protection  for  extreme  con- 
ditions, flash  barriers  of  a  special  fonii  have 
been  (k'vclope<I.    It  was  early  recognized  that 


High  Speed  Circuit  Breaker 

In  parallel  with  the  study  of  the  converter, 
•a  search  for  improvements  in  external  pro- 
tection was  carried  on.  A  higher  speed  breaker 
first  presented  itself  as  offering  the  greatest 
possibility.  It  was  realized  that  such  a 
breaker  would  have  to  be  radically  different 
from  those  available  in  that  it  must  be  many 


S/civ  Sp«e<^BreoAer 


Timo 


Fig    6.     Curves  Showing  Relative  Effects  Tending  to  Product 

Flashing,  with  High  Speed  Circuit  Breaker  and 

with  Usual  Type  of  Breaker 

times  faster.  It  was  anticii)ated  that  the  cir- 
cuit should  be  ojiencd  in  less  than  1  120 
of  a  second.  The  objective  was  therefore 
])laced  at  about  ().0(U>  second,  which  is  within 
a  half  cycle,  or  the  lime  in  which  a  commu- 
tator l)ar  passes  from  one  brush  U>  the  next 


()()-CYCLE  CONVERTING  APPARATUS 


395 


r 


> 


l.jrush  of  opposite  polarity.  In  this  time  it 
was  anticipated  that  the  arc  would  not  be 
carried  completely  across  and  the  energy 
absorbed  would  not  be  sufficient  to  cause 
serious  pulsation. 

Fifjs.  4  and  5  are  records  of  direct  current 
and  voltage  and  alternating  current 
during  short  circuit,  with  the  high 
speed  breaker,  switch,  and  slower 
breaker  only  in  circuit.  In  Fig.  4 
the  high  speed  breaker  is  connected 
across  a  resistance  that  reduces  the 
current  to  80  per  cent  load  in  0.007 
seconds  from  the  beginning  of  the 
short  circuit.  It  will  be  noticed 
that  this  load  is  steady  until  the 
slower  breaker  opens  and  that  the 
d-c.  voltage  then  returns  to  a 
steady  normal,  indicating  no  pulsa- 
tion or  flashing.  Fig.  5  is  the  same 
except  that  there  is  no  resistance 
across  the  high  speed  breaker  which 
opens  the  circuit  completely  in  0.01 
sec.  from  the  beginning  of  the  short 
circuit.  Both  records  show  that 
the  flashing  load  (about  5  times 
full  load)  was  on  for  a  small  frac- 
tion of  the  total  time,  being  barely 
reached  in  Fig.  4.  With  a  stand- 
ard breaker  the  load  would  have 
reached  about  25  times  full  load 
for  a  much  greater  time.  A  com- 
parison of  the  relative  effects  which 
tend  to  produce  flashing  with  the 
high  speed  and  usual  speed  circuit 
breakers  is  shown  in  Fig.  0.  The 
relation  of  areas  indicating  relative 
causes  for  flashing  is  very  striking. 

Without  further  details  of  the 
development  it  may  be  said  that  two  types  of 
breakers  have  been  made  to  give  the  desired 
speed,  and  the  simpler  one  of  these  is  now 
available.  A  number  of  tests  for  all  values  of 
short  circuit  up  to  the  maximum  that  could  be 
obtained  with  only  the  necessary  connections 
for  switches  and  circuit  breaker  have  been 
made  with  the  improved  design  of  converter 
and  high  speed  breaker  with  absolute  freedom 
from  flashover.  It  may  therefore  be  said  that 
the  problem  of  preventing  flashing  of  GO-cycle 
600-volt  converters  from  direct  current  short 
circuit  has  been  solved,  and  the  necessary 
equipment  is  now  available  for  the  first  time. 


Voltage     Control     and     Commutation     Regulating 
Devices 

The  voltages  at  the  collector  and  at  the 
commutator  of  the  simple  converter  have  an 


approximately  fixed  ratio.  To  regulate  the 
direct  current  voltage  it  is  therefore  necessary 
to  have  some  means  for  regulating  the  a-c. 
voltage.  A  special  arrangement  of  poles  in 
the  split  pole  type  produces  a  change  in  ratio 
within  the  machine,  but  few  of  these  machines 


jerf£t>^*rr 


^ 


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ca^^£Kiraja 


ca^t'e^r£s 


x. 


5 


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CSfTJ^ifr^rftAf  ^a/^nmoA   ^£iwy 


Fig. 


7.      Connections  of  Synchronous  Condenser  Employing  Synchronous  Booster 
for  Regulation  of  Voltage.     Commutation  is  automatically  controlled 
by  two-element  contact-making  relay 


are  now  being  built  on  account  of  complication 
with  the  application  of  commutating  poles. 
The  a-c.  voltage  is  now  regulated  mostly 
by  means  of  the  synchronous  booster  except 
for  the  smaller  ranges  (under  10  per  cent) 
or  where  accurate  adjustments  are  not  needed. 
About  10  per  cent  regulation  is  possible  by 
field  control  of  the  converter,  with  proper 
proportions  of  field  and  armature  windings. 
With  15  per  cent  to  20  per  cent  reactance 
the  power  factor  at  full  load  need  not  be 
less  than  95  per  cent  nor  the  corresponding 
wattless  current  materially  exceeded  at  other 
loads. 

The  usual  arrangement  is  to  drive  the 
synchronous  booster  from  the  converter,  in 
which  case  it  has  the  same  number  of  poles 
as  the  converter.  In  a  few  instances  with 
large  machines  it  has  been  advantageous  to 


396     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


drive  the  booster  with  a  separate  motor  of  the 
same  number  of  poles,  thus  making  a  much 
smaller  high  speed  booster  and  eliminating 
control  equipment  for  commutation. 

When  the  booster  is  driven  by  the  converter 
to  raise  the  a-c.  voltage  to  be  applied  to  the 


^"SL^Sn^r^ 


Fig.  8.     Another  Method  of  Maintaining  Satisfactory  Commutation  When 

Employing  Synchronous  Booster.   This  method  employs  rheostats 

in  the  booster  field  and  in  the  auxiliary  commutating  field 


converter  armature,  it  acts  as  a  series  gener- 
ator requiring  additional  motor  current 
through  the  converter  armature  to  drive  it. 
Converseh-,  when  the  booster  sen-es  to  lower 
the  a-c.  voltage  it  acts  as  a  motor  and  drives 
the  converter  armature  as  a  generator.  These 
additional  motor  and  generator  currents  in 
the  armature  give  reactions  on  the  com- 
mutating pole  which  would  seriously  affect 
the  commutation  if  proper  correction  were  not 
applied.  Several  schemes  for  cancelling  these 
reactions  are  in  use.     Two  of  them  are: 

( 1 )  Since  the  additional  current  in  the 
rotary  armature  is  proportional  to  the  kilo- 
watts that  the  booster  is  carrying,  that  is, 
the  product  of  volts  and  amperes,  a  two- 
element  balanced  contact -making  device 
responsive  to  kilowatts  in  the  booster  was 
devised.  The  wattmeter  element  contains 
two  coils,  one  carrying  current  from  a  series 
transformer  in  the  main  load  circuit  and  the 
other  receiving  the  voltage  of  the  booster 
across   the    corresponding   phase.      Balanced 


against  this  element  is  another  element  carr}-- 
ing  commutating  field  current  in  one  coil  and 
constant  source  of  excitation  in  the  other. 
When  properly  adjusted  the  correct  balance 
between  kilowatts  on  the  booster  and  auxiliav 
commutating  field  current  is  obtained  by  the 
operation  of  a  motor-driven  rheo- 
stat in  the  commutating  field  cir- 
cuit controlled  by  the  contact-mak- 
ing mechanism.  Connections  are 
shown  in  Fig.  7. 

( 2 )  Rheostats  in  the  booster  field 
and  auxiliary  commutating  field 
circuits  are  mechanically  connected 
so  that  they  keep  the  two  excita- 
tions proportional.  This  gives  the 
voltage  element  of  kilowatts.  The 
current  element  of  kilowatts  is 
obtained  by  another  rheostat  in 
series  with  the  auxiliary-  commu- 
tating field  which  is  driven  from 
a  contact-making  relay  balanced 
against  load  amperes.  Connections 
are  given  in  Fig.  S. 


Comparison    of    Motor-generators    and 
Synchronous  Converters 
The  great  amount  of  work  that 
has  been  done  to  meet  operating 
requirements  with   converters,  in- 
stead of  motor-generators,  must  be 
backed  \y<  good  reasons  other  than 
simplicity.      The    following    com- 
parison on  efficiency,  reliability  and 
flexibility,    cost    and    floor   space, 
therefore  seemed  desirable  to  assist  in  arriving 
at  a  choice  of  apparatus  for  a  given  sen-ice. 


Efficiency 

As  there  are  many  combinations  of  a-c. 
and  d-c.  voltages  between  which  conversion 
is  desired  there  are  also  different  cfticiencics 
of  conversion  for  a  given  size  of  machine. 
Cur\es  were  plotted  showing  the  amount  by 
which  the  efficiency  of  the  converter  with  its 
necessary  transformers  exceeds  that  of  the 
motor-generator  without  transformers  for 
ilifforent  a-c.  voltages  up  to  i:{,2(MI,  the 
assumed  limit  for  motor  voltage.  Converter 
curves  included  those  with  synchronous 
boosters  to  give  20  per  cent  voltage  adjust- 
ment for  lighting  ser\ice,  the  range  in  d-c. 
voltage  being  240  300.  The  cur\-es  for  the 
various  conditions  were  all  combined  and  lie 
within  the  areas. 

At  240  volts,  or  10  per  cent  buck,  the 
converter  efficiency  may  Ix-  about  1  jK^r  cent 
less   than   given    by    the   lower   edge   of   the 


GO-CYCLE  CONVERTING  APPARATUS 


397 


efficiency  area  (Fig.  10).  For  a-c.  voltages 
exceeding  13,200,  which  requires  a  trans- 
former for  the  motor-generator,  the  difference 
in  efficiency  will  be  about  2  per  cent  greater 
than  shown.  The  comparison  of  6()0-volt 
railway  machines  does  not  include  so  many 
variations,  in  that  the  converter  onlx'  without 
a  booster  is  considered  (Fig.  9). 

Methods  as  defined  by  the  A.I.E.E.  niles 
were  used  in  the  determination  of  these  curves. 


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hw.  Output 


Fig.    9.      Gain    in    Efficiency    of  Synchronous    Converter    with 

Transformers     ever     Motor-generator    Set    for    600-volt 

Direct-current  Operation.     Gain  in  efficiency  varies 

over  shaded  area  for  alternating-current  line 

voltage  from  2300  to  1.3.200 


compared   to   the  usual   higher  voltage   con- 
nections of  the  motor 

The  greater  the  d-c.  voltage  range  the  less 
efficient  will  the  converter  become  and  at 
more  than  25  per  cent  range  will  lose  much  of 
its  advantages. 

Reliability  and  Flexibility 

A  simple  converter  has  the  same  windings 
as  a  generator,  but  reqviires  a  large  collector. 
The  collector  probably  involves  less  risk  to 
interruption  of  service  than  the  motor  of  a 
motor-generator    set.      When    a    booster    is 


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Fig.   10.      Gain  in  Efficiency  of  Synchronous  Booster  Converter 
with  Transformers  Over  Motor-generator  Set.     For  240/300- 
volt  direct-current  operation.     Gain  in  efficiency  varies 
over  shaded  area  for  alternating-current  line  voltage 
from  2300  to  13.200  with  and  without  boost- 
ers.     Figures  at  270  volts 


Attention  is  directed  to  the  fact  that  indeter- 
minate losses  omitted  in  the  efficiency 
calculation  of  the  booster  converter  would  be 
greater  than  those  of  a  motor-generator,  so 
that  the  actual  gain  given  for  the  booster 
converter  would  be  somewhat  less  than 
shown. 

There  will  also  be  a  small  extra  loss  in 
the  heavy  conductors  from  a  converter  to  the 
low  voltage  secondary  of  its  transformer  as 


added  to  the  converter  it  involves  the  same 
risks  as  the  motor  of  a  motor-generator  set, 
and  the  converter  outfit  then  has  the  added 
risk  of  a  large  collector.  Rather  sharp  dis- 
tinctions must  be  drawn  to  show  the  advan- 
tage of  either.  The  converter  will  require 
more  attention  to  its  large  collector  than  is 
necessary  with  the  small  collector  of  a 
motor,  but  if  this  is  given  reliability  is  not 
affected. 


39.8     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No. 


The  direct  connection  of  the  armature 
winding  of  the  converter  to  both  the  a-c. 
and  d-c.  systems  is  generally  not  as  desirable 
as  to  keep  the  systems  separate,  as  with  a 
motor-generator.  The  ability  of  the  motor- 
generator  to  control  power  factor  and  d-c. 
voltage  independently  is  sometimes  an  impor- 
tant feature. 

In  general,  voltage  delivered  by  a  motor- 
generator  is  subject  to  less  sources  of  variation 


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Kw  Output 


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11.     Per  Cent  Difference  of  Cost  of  Synchronous  Converter 

with  Transformers  Compared  with  Motor-generator 

Set  (100  per  cent).     Cost  difference  varies  over 

shaded  area    for     alternating-current    line 

voltage  from  2300  to  13.200 


generators.  As  the  range  in  transformer 
costs  is  rather  wide,  depending  on  efficiency, 
method  of  cooling,  and  voltage,  no  attempt 
has  been  made  to  give  the  additional  per- 
centage. 

Floor  Space 

Fig.  12  is  for  a-c.  voltages  up  to  13,200. 
At  higher  voltages  the  floor  space  for  motor- 
generators  with  transformers  would  be  about 
15  per  cent  greater. 

Conclusions 

From  the  foregoing  data  the  saving  of  power 
by  using  the  synchronous  converter  is  quite 


no 


400 


800  1200  '6O0         2000 

Mw  Output 


Z400 


Fig.    12       Per  Cent   Difference  of  Floor  Space  of  Synchronous 

Converter  with  Transformers  Compared  with 

Motor-generator  Set  ilOO  per  cent! 


than  that  from  a  converter.  With  steady 
frequency  the  a-c.  voltage  fluctuations  and 
line  drop  do  not  affect  the  d-c.  generator  volt- 
age. 

Cost 

The  comparison  of  costs  for  both  railway 
and  lighting  machines  (Fig.  11)  is  based  on 
the  same  combinations  of  apparatus  as  were 
considered  under  Efficiency.  For  higher 
voltages  than  13,200,  the  cost  of  trans- 
formers   would    be    added    to    the    motor- 


evident  and  especially  attractive  when  the 
a-c.  line  voltage  is  over  13,200.  •  The  cost 
and  floor  space  arc  generally  in  favor  of  the 
converter  below  13,200  volts,  and  decidedly 
so  at  higher  voltages.  Unless  the  ser\-icc 
is  very  exacting  or  special,  requiring  wide 
range  of  voltage  control  or  high  d-c.  voltage, 
the  choice  would  favor  the  converter.  This 
is  proved  by  the  proportions  of  this  apparatus 
built  in  the  past  five  years,  which  is  about 
2' 2  kilowatts  of  converters  for  each  kilowatt 
of  motor-generators. 


399 


Design  of  a  Superpower  Station 

Steam  Turbine  Generating  Station  of  245,000-kw.,  300,000-kv-a.  Capacity, 

66,000-volt  Distribution 

By  H.  Goodwin,  Jr. 
Power  and  Mining  Enginkkkim;  Department,  General  Electru;  C'omi'Anv 

MECHANICAL  DESCRIPTION  AND  STATION  DESIGN 

By  A.  R.  Smith 
Construction  Engineering  Department,  General  Electric  Company 

The  proven  economy  of  large  capacity  generating  units  operating  at  high  steam  pressure,  and  the  even 
greater  economies  to  be  obtained  when  a  number  of  these  are  located  in  one  station,  are  leading  to  the  de- 
velopment of  power  in  large  blocks.  Under  these  conditions  the  old  systems  of  cable  distribution  are  inade- 
quate and  the  introduction  of  high  voltage  cables  of  large  kilowatt  capacity  is  necessitated,  introducing 
further  problems.  In  this  article  the  authors  deal  with  the  design  of  a  station  to  meet  all  these  conditions. 
This  has  been  done  by  keeping  unit  design  and  flexibility  as  prominent  conditions.  Therefore,  while  the  de- 
sign was  made  for  a  particular  location,  it  should  be  very  widely  applicable  where  economy  calls  for  large 
generating  stations. — Editor. 


The  general  tendency  towards  the  con- 
solidation of  existing  power  plants  and  trans- 
mission systems  and  the  probability  of  the  con- 
struction of  superpower  lines  will  undoubt- 
edly result  in  the  erection  of  large  generating 
stations  which  can  be  operated  at  practically 
full  load  throughout  the  year.  Whether  such 
plants  be  located  near  coal  mines  where  fuel 
is  reasonably  cheap  or  in  localities  where  the 
transportation  cost  of  fuel  is  considerable,  the 
fact  that  the  load  factor  is  high  will  justify 
the  construction  of  a  most  economical  plant. 

Aside  from  the  economy  of  fuel  based 
entirely  on  its  present  value  per  ton,  con- 
sideration must  be  given  to  its  extravagant 
use  and  the  possible  value  many  years  hence. 
Another  fact  that  is  often  lost  sight  of  is  that 
the  more  coal  consumed  per  kilowatt-hour  the 
greater  must  be  the  capacity  of  boilers,  stokers 
and  coal  and  ash  handling  facilities;  and  the 
greater  the  steam  consumption  the  larger 
the  piping,  condensers  and  water  tunnels. 
In  brief,  the  cost  of  much  of  the  apparatus 
that  is  necessary  only  for  economic  reasons 
may  be  largely  offset  by  the  reduction  in  cost 
of  the  essential  apparatus  because  of  the 
reduced  demands  on  it. 

The  design  herein  described  was  developed 
for  a  particular  condition  where  some  of  the 
fundamental  considerations  were:  high  fuel 
cost,  moderately  good  load  factor,  extreme 
river  floods,  and  high  voltage  underground 
distribution.  This  design  is  of  recent  origin 
and  has  therefore  not  been  fully  developed; 
consequently  some  of  the  apparatus  shown, 
particularly  the  boilers,  economizers  and 
pre-heaters,  are  proposed  designs. 


The  more  unusual  features  of  the  design  are : 

High  steam  pressure,  350  lbs. 

High  superheat,  350  deg.  F. 

Independent  power  supply  for  station  aux. 

Air  pre-heaters  for  stokers. 

All  electrically  driven  auxiliaries. 

Minimum  overhead  coal  storage. 

Simplicity  of  boiler  room  building. 

Outdoor  switch  gear  for  G6,000-volt  dis- 
tribution. 

Means  of  cleaning  circulating  water  tun- 
nels and  possible  utilization  of  circulat- 
ing pumps  in  case  of  flood. 

The  ratings  of  the  principal  pieces  of 
apparatus  are: 

Seven  main  generators  of  35,0()0-kw.,  0.8- 
p-f.,  43,750  kv-a.  capacity  at  13,200  volts 
3  phase,  driven  by  steam  turbines. 

Seven  45,000-kv-a.  transformer  banks  for 
stepping  from  generator  voltage  to  06,000 
volts,  each  bank  composed  of  three  15,000- 
kv-a.  single  phase  units.  One  generator  and 
one  transformer  bank  are  designated  as 
reser\'e  capacity. 

Ten  underground  and  two  overhead  feeders, 
all  at  G(i,000  volts.  The  underground  feeders 
will  each  be  composed  of  three  single  con- 
ductor underground  lead-covered  cables  and 
will  have  an  individual  capacity  of  45,000 
kv-a.  The  overhead  feeder  capacity  is 
approximately"   10,(100  kv-a.  each. 

Coal  Handling  Equipment 

Coal  handling  eqtupment  has  been  designed 
with  the  idea  that  the  bulk  of  the  coal  will 
be  unloaded  from  barges  by  means  of  travel- 
ing crane  towers  at  the  dock  and  transported 


400     Mav.  H)2(.) 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIIL  No.  5 


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DESIGN  OF  A  SUI'lCRl'oWER-STATIOX 


401 


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1111 


by  two  belt  conveyors  directly  to  the  four 
receiving  hoppers  and  crushers.  Fig.  1  shows 
the  construction  quite  clearly.  The  duplicate 
belt  conveyors  provide  a  large  coal  hand- 
ling capacity  when  needed,  but  at  the  same 
time  the  system  is  not  dependent  upon  a 
single  conveyor.  It  should  be  noted  that 
there  are  no  travelling  trippers,  as  all  belts 
are  dead  ended.  From  the  receiving  hopper 
the  coal  is  delivered  directly  to  the  out- 
side storage  or  through  a  crusher  and  ski]) 
hoist  to  the  overhead  outside  bins.  These 
overhead  bins  are  connected  by  an  emer- 
gency belt  conveyor  so  that  in  ease  of  failure 
of  a  skip  hoist,  a  crusher  or  any  part  of 
a  receiving  hopper  tower,  the  crushed  coal 
can  be  transported  from  the  adjacent  over- 
head bin. 

The  intention  is  that  one  operator  located 
in  a  control  cab  above  each  receiving  hopper 
will  operate  the  revolving  gantry  crane, 
the  crusher,  the  skip  hoist,  etc.  Another 
operator  will  be  located  on  each  electricalh" 
operated  larry  to  transport  and  weigh  the  coal 
from  the  overhead  bins  to  each  boiler.  The 
emergency  coal  storage  handled  by  the  loco- 
motive travelling  crane  will  be  operated  onh" 
when  the  excess  coal  is  being  stored  or 
reclaimed. 

It  is  proposed  that  there  be  one  spare  larry 
which  can  be  readily  run  into  any  one  of  the 
four  firing  aisles  to  replace  any  defective 
larry.  It  will  be  obser\-ed  that  the  revolving 
gantry  crane  reclaims  the  coal  from  the  circular 
storage  without  moving  the  bridge;  thus,  this 
method  is  very  rapid  when  reclaiming  coal, 
although  in  distributing  the  coal  the  bridge 
will  have  to  be  moved  slightly  from  time  to 
time,  but  to  minimize  this  movement  outside 
thoots  are  shown  on  the  four  sides  of  each 
receiving  hopper  tower.  The  revolving  gantry 
cranes  overlap  so  that  coal  can  be  transferred 
from  one  pile  to  another  and,  furthermore, 
the  design  shown  can  be  partially  built  and 
extended  from  time  to  time  without  interfer- 
ing with  operation  or  without  changing  exist- 
ing structures. 

Ash  Handling  Equipment 

It  is  proposed  to  dispense  with  all  kinds 
of  ash  conveyors,  which  are  at  best  trouble- 
some. The  ash  hopper  under  each  boiler  will 
be  of  such  capacity  as  to  contain  12  or  24 
hour  storage  so  that  ashes  need  be  removed 
only  once  or  twice  during  the  day.  The  ash 
hoppers  will  empty  directly  into  standard 
railroad  ears  which  will  be  hauled  by  a 
storage  battery  locomotive. 


402     .May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXin,  Xo.  .J 


Boilers 

The  boilers  (shown  in  Figs.  2  and  3)  will 
have  a  rating  of  some  1600  h.p.  or  16,000  sq.  ft. 
of  heating  surface.  The  exact  rating,  of  course, 
will  depend  a  great  deal  on  the  type  of  stoker 
selected,  the  type  of  boiler  proposed,  etc.  The 
proposed  separation  of  the  two  banks  of  tubes 
with  the  superheater  in  between  is  suggested 
for  two  reasons:  First,  to  permit  using  a  two- 
pass  boiler  and  keep  the  economizers  on  the 
main  floor,  which  means  a  greater  number  of 
tubes  in  height ;  second,  to  get  a  high  amount 
of  superheat  without  an  excessive  amount 
of  superheat  surface.  The  baffling  of  this 
boiler  is  simple.  All  of  the  heating  surface 
should  be  effective,  as  there  are  no  idle 
pockets,  and  the  draft  loss,  because  of  the  two 
passes  instead  of  three,  will  probably  be  less 
in  spite  of  the  fact  that  the  boilers  may  be 
several  rows  of  tubes  higher  than  the  usual 
standard. 

Four  boilers  per  turbine  are  shown,  but  as 
there  will  be  one  spare  turbine,  there  will 
naturally  be  four  spare  boilers,  and  some 
steam  mav  have  to  be  transmitted  through 


the  interconnecting  steam  header,  depending 
on  which  boilers  are  idle. 

Stokers 

The  "extra  long "  underfeed  stoker  has  been 
shown,  as  the  grate  area  must  be  commen- 
surate with  the  increased  heating  surface 
resulting  from  a  ver\-  high  boiler.  In  this 
case  the  demand  for  economy  was  prompted 
more  by  the  high  price  of  fuel  than  by  the 
high  load  factor.  Where  the  load  is  uniform 
the  stokers  must  have  a  greater  relative 
combustion  area. 

Blowers  and  Fans 

With  the  use  of  economizers  and  pre- 
heaters  induced  draft  fans  will  be  necessary- 
because  of  the  increased  draft  loss  and  the 
low  temperature  of  gas  entering  the  stacks. 
These  fans  might  be  of  the  ordinary-  plate 
type,  or  possibly  of  the  multi-vane  type, 
because  the  temperature  is  low  and  the 
pressure  comparatively  high.  In  other  words, 
with  the  introduction  of  preheaters  in 
addition  to  economizers  a  more  desirable  fan 


Fig.  2.     Section  of  Boiler  House 


DESIGN  OF  A  SUPERPOWER-STATION 


hi:) 


H 

•a 


404     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


requirement  for  induced  draft  purposes  is 
obtained  than  would  be  the  case  if  the  pre- 
heater  or  the  economizer  were  omitted. 
However,  the  induction  type  of  stack  employ- 
ing high  pressure  blowers  may  be  substituted. 
Both  the  induced  draft  fans  and  the  stoker 
blowers  are  in  duplicate  for  each  boiler, 
although  each  would  be  of  only  half  the 
maximum  capacity  required  per  boiler;  thus, 
in  event  of  failure  of  any  fan  or  motor  the 
boiler  would  be  operated  at  a  reasonably 
high  rate  with  a  possible  slight  reduction  in 
the  fan  and  blower  efficiencies. 

Economizers 

Wrought  tube  economizers  of  the  same 
construction  as  the  boilers,  that  is,  with 
headers  inclined  with  relation  to  the  tubes, 
are  proposed.  The  economizers  will  be 
practically  the  same  width  as  the  boilers; 
thus,  there  will  be  no  change  in  the  sectional 
area  of  the  flue  connecting  between  the 
boiler  and  the  economizers.  The  economizers 
will  be  cleaned  with  steam  soot  blowers 
instead  of  scrapers,  and  it  is  anticipated  that 
there  will  be  no  moist  soot  deposit  because 
the  water  entering  the  economizers  will  first 
be  heated  to  150  deg.  or  160  deg.  with  exhaust 
steam,  thus  bringing  the  temperature  well 
above  the  dew  point  of  the  gases. 

Special  attention  is  called  to  the  natural 
thermo-siphon  flow  of  water  in  both  the 
vertical  tubes  and  the  headers,  and  the 
counter-current  flow  of  the  gases  and  the 
water  in  the  economizers;  also,  to  the  con- 
venience of  piping  the  feed  water  from  the 
headers  in  the  basement  through  the  econo- 
mizers to  the  boiler  drums. 

To  avoid  internal  corrosion  of  the  wrought 
steel  economizer  tubes  it  is  proposed  to 
eliminate  as  completely  as  possible  all  air 
from  the  feed  water  either  in  the  condenser 
or  between  that  and  the  economizers. 

Preheaters 

The  air  from  each  turbo-generator  is  dis- 
charged into  a  duct  leading  from  the  generator 
room  to  the  end  of  the  boiler  house.  This  is 
shown  clearly  in  Fig.  3.  The  tunnel  is  shown 
in  section  in  Fig.  2.  The  far  end  of  this  duct, 
being  open  to  the  atmosphere,  gives  a  free 
discharge  for  the  generators  in  case  no 
blowers  are  in  operation,  and  any  air  required 
for  the  boilers  o\er  and  above  that  supplied 
by  the  generator  will  Ix-  taken  in  at  this  end. 
From  this  main  duct  the  air  passes  througli 
the  heating  tubes  in  each  preheater,  the  prc- 
heater    being    divided    into    two    units    per 


boiler  to  make  a  more  practical  design.  With 
this  arrangement  the  boilers  nearest  to  the 
turbine  room  will  burn  the  heated  air  dis- 
charged from  the  generators,  whereas  the 
boilers  at  the  far  end  will  bum  the  air  from 
outside.  • 

Preheaters  have  not  been  in  general  use  in 
stationary  plants,  although  they  have  been 
applied  for  many  years  on  board  ships.  It  is 
believed,  however,  that  they  are  perfectly 
practicable,  and  if  the  cost  of  coal  is  at  all 
high,  as  in  the  case  under  consideration,  they 
can  undoubtedly  be  made  to  show  a  good 
return  on  the  investment. 

Piping 

(Jn  account  of  the  high  pressure  and  high 
superheat  involved,  it  is  proposed  to  simplify 
the  steam  piping  as  much  as  possible  so  as  to 
make  the  entire  piping  system  more  flexible 
and  to  reduce  the  serious  consequences  of  a 
ruptured  pipe  or  fitting.  There  are  no  steam 
headers  in  the  general  sense  of  the  word,  but 
there  is  an  auxilian,-  header  or,  better  named, 
a  transfer  header  for  equalizing  pressures  and 
transferring  steam  between  boiler  rooms. 
The  omission  of  all  steam-driven  auxiliaries 
except  the  house  or  auxiliar>'  turbines,  of 
which  there  is  one  for  ever*-  two  main  units, 
greatly  simplifies  the  steam  piping  and 
materially  reduces  the  cost  of  the  plant. 

The  boiler  feed  piping  would  resemble  in 
design  the  steam  piping,  inasmuch  as  there 
is  a  group  of  boiler  feed  f)umps  for  each  boiler 
room.  This  piping,  therefore,  can  be  segre- 
gated in  a  most  advantageous  manner  and  the 
sizes  of  the  pipes  kept  very  small. 

Circulating  Water  Tunnels 

Fig.  4  shows  a  cross  section  of  the  turbine 
room  and  below  this  the  circulating  water 
tunnels.  The  elevation  and  design  of  water 
tunnels  depend  upon  the  water  level  of  the 
river,  conditions  and  kind  of  soil  on  which 
the  building  rests,  etc.,  and  therefore  would 
probably  be  modified  for  each  locality.  On 
account  of  the  large  size  of  these  tunnels  it 
appeared  best  to  divide  them  into  two  parts. 
With  two  intake  and  two  discharge  tunnels 
they  should  by  all  means  be  arranged  so  that 
cither  one  can  be  taken  out  of  service  for 
cleaning  or  for  repairs.  This  statement 
applies  most  forcibly  to  the  intake  tunnels, 
which  invariably  fill  up  with  sand  or  silt. 
Sluice  gates  have  tlierefore  been  shown 
connecting  between  the  intake  tunnels  and 
a  center  chamber  formed  b\  the  two  tunnels. 
There  is  one  center  chamber  for  each  main 


DESIGN  OF  A  SUPERPOWER-STATION 


405 


turbo-generator;  thus,  any 
one  or  all  of  the  circulating 
pumps  can  get  suction  from 
cither  tunnel.  In  the  event 
of  a  flood  with  the  water 
entering  the  power  station 
basement  any  one  or  all  of 
the  circulating  pumps  could 
pump  this  drainage  by 
simply  closing  the  sluice 
gates  on  both  sides  of  any  or 
all  of  these  center  chambers. 
The  discharge  tunnels  are 
connected  together  to  reduce 
the  head  loss,  but  if  found 
advisable  these  two  tunnels 
might  be  provided  with  iso- 
lating sluice  gates. 

House  Turbines 

The  very  high  steam  tem- 
perature involved  with  320- 
deg.  F.  superheat  at  325-lb. 
gauge  at  the  turbines  prac- 
tically precludes  the  use  of 
any  small  steam-driven  aux- 
iliaries, such  as  boiler  feed 
pumps,  etc.  Since  the  water 
in  the  boilers  would  be 
evaporated  to  a  dangerous 
level  in  a  very  few  minutes, 
were  the  boiler  feed  shut  off, 
it  is  evidently  necessary  that 
a  most  reliable  source  of 
power  be  provided  for  the 
supply  of  boiler-feed  water. 
The  installation  of  low  pres- 
sure boilers  to  operate  the 
boiler  feed  pumps  only  might 
be  considered,  but  this  would 
have  the  disadvantage  of  de- 
feating the  unit-design  of  the 
plant,  and  unless  this  auxil- 
iary supply  were  made  of 
practically  double  capacity 
it  would  not  give  the  neces- 
sary reliability.  Further, 
the  necessity  for  the  use  of 
some  steam  for  the  heating 
of  the  feed  water  would 
make  a  most  complicated 
arrangement  were  the  auxil- 
iaries to  be  operated  from  a 
separate  set  of  boilers  and 
their  exhaust  used  for  heat- 
ing the  main  feed  water. 
Power  for  driving  the  feed 
pumps  is   not    considered 


406     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  o 


sufficiently    reliable  when  supplied  from  the 
main  busses. 

In  order  to  provide  for  a  very  reliable 
supply  of  power  to  drive  all  essential  station 
auxiliaries  electrically  and  thus  obviate  the 
necessity  of  emplo\-ing  many  small  turbines 
adapted  to  high  pressure  high  superheat 
steam,  it  is  proposed  to  use  one  2500-kw. 
auxiliary  or  house  turbine  for  each  pair  of 
main  turbines.  Such  a  unit  can  be  admirably 
adapted  to  the  steam  conditions  contem- 
plated and  will  have  sufficient  capacity  to 
supply  all  such  auxiharics  as  boiler  feed  pumps, 
stoker  blowers,  stoker  drive,  induced  draft 
fans,  and  condenser  auxiliaries. 

Each  house  turbine  will  be  provided  with  a 
low  jet  condenser  which  will  normally  pro- 
duce about  fifteen  inches  of  vacuum.  The 
circulating  water  for  this  condenser  is  the 
condensate  from  the  main  units.  It  is  pro- 
posed to  make  this  condenser  design  such 
that  the  discharge  water  would  have  a 
temperature  as  close  as  possible  to  the 
temperature  corresponding  to  the  vacuum. 
Of  course,  any  vacuum  desired  can  be 
maintained,  but  where  there  are  economizers 
in  the  station  it  is  most  economical  to  heat 
the  feed  water  up  to  1,50  dcg.  F.  or  170  deg.  F. 
by  reducing  to  a  minimum  the  steam  con- 
sumption of  the  house  turbine. 

The  auxiliary  power  and  therefore  the  load 
on  the  house  turbo-generator  will  not  be 
proportional  to  the  load  on  the  main  units; 
consequently,  with  a  fluctuating  quantity  of 
circulating  water  the  vacuum  will  tend  to 
vary  through  quite  a  wide  range.  It  is  there- 
fore intended  that  the  house  alternator  be 
paralleled  with  the  main  bus  so  that  a  portion 
of  the  auxiliary  load  can  be  shifted  automati- 
cally or  manually  from  the  house  alternator 
to  the  main  alternators  to  maintain  a  constant 
vacuum  under  all  conditions.  This  electrical 
interconnection  would  be  so  made  that  a  drop 
in  potential  or  a  lowering  of  the  frequence, 
due  to  disturbances  on  the  main  system, 
would  automatically  disconnect  the  two  and 
keep  the  auxiliaries  connected  to  the  house 
alternators. 

In  order  to  provide  for  a  constant  flow  of 
water  through  the  condenser  of  the  house 
turbine,  some  of  the  water  may  be  recir- 
culated. In  other  words,  if  a  condenser  is 
designed  for  a  ciuantitv  of  water  equivalent 
to  •*4  load  on  two  main  units  and  only  one 
main  unit  is  in  operation,  the  circulating 
pump  for  the  house  turbine  condenser  would 
recirculate  half  of  the  water.  This  con- 
denser   obviouslv    serx'cs    as    a    feed    water 


heater.  The  tank  shown  just  in  front  of 
the  condenser  (Fig.  4),  is  a  storage  or  surge 
tank  for  the  boiler  feed  supply.  This  per- 
forms an  important  function  because  it  is 
impossible  to  feed  the  boilers  at  the  same 
rate  as  the  condensate  is  being  returned  from 
the  main  condensers.  This  surge  tank  there- 
fore equalizes  the  discrepancy  and  prevents 
o\'erflowing  of  hot  distilled  water  and  the  use 
of  excessive  cold,  raw,  or  treated  water. 
There  is  not  space  here  to  dwell  upon  all  of 
the  merits  of  a  house  turbine  condenser. 

Main  Condensers 

There  is  little  to  be  said  in  connection  with 
the  main  condensers  because  they  are  of 
ordinaPi-  standard  design,  each  being  supplied 
with  two  circulating  pumps,  two  hot  well 
pumps,  and  two  air  pumps.  The  hot  well 
pumps  are  each  of  full  capacity.  The  others 
are  of  half  the  maximum  capacity.  It  is 
expected  that  with  a  reasonably  tight  con- 
denser system  only  one  air  pump  will  have  to 
be  operated  at  a  time  and  in  case  of  ver\' 
cold  water  one  circulating  pump  will  be  suffi- 
cient. It  should  be  borne  in  mind  that  one 
circulating  pump  may  give  (30  per  cent  to 
70  per  cent  of  the  capacity  of  two  pumps 
due  to  the  reduction  in  condenser  and  pipe 
friction  resulting  from  the  reduced  flow  of 
water. 

The  condensers  will  be  mounted  on  springs 
to  take  care  of  expansion  and  to  avoid 
introduction  of  an  expensive  and  undesirable 
ex])ansion  joint  between  the  turbine  and  the 
condenser. 

Auxiliary  Power  Supply 

All  of  the  i)ower  supply  for  the  more  or 
less  non-essential  auxiliaries,  such  as  cranes, 
coal  larrics,  conveyors,  lighting,  miscel- 
laneous pumps,  etc.,  will  be  from  trans- 
formers connected  to  the  main  bus  and 
-suiJi^lied  through  a  switchboard  located  in 
the  first  gallery.  All  of  the  essential  auxil- 
iaries, -such  as  c  ondenser  pumijs.  feed  pumps, 
blowers,  etc.,  wi\I  be  controlled  from  switch- 
boards located  o  n  the  main  turbine  room 
floor  at  each  auxiliary  turbine.  The  oi)erator 
at  the  switchboard  will  have  immediate 
control  of  all  of  the  turbine  room  auxiliaries 
within  his  vision  and  the  control  of  the  supply 
of  power  to  all  of  the  boiler  room  auxiliaries 
supiilying  that  jiarticular  section  of  the 
turbine  room;  thus,  there  will  be  four  switch- 
board operators  on  the  turbine  room  floor  in 
addition  to  the  main  switchboard  operators 
in  the  galleries. 


DESIGN  OF  A  SUPERPOWER-STATION 


407 


Electrical  Design 

The  first  consideration  in  the  electrical 
design  is  the  determination  of  the  funda- 
mental connections  between  the  generators, 
busses  and  feeders,  that  is,  the  "backbone"  of 
the  system  under  normal  conditions.  This  is 
influenced  by  many  conditions,  chief  of  which 
in  a  large  station  is  the  concentration  of  power 
which  it  is  considered  advisable  to  allow  at 
short  circuit.  If  this  limit  is  vcr\-  high  the 
rupturing  capacity  of  switches  available 
must  be  considered,  and  in  any  case  the  value 
of  simplicity  of  arrangement  must  be  balanced 


showed  that  a  switch  ha\-ing  a  rupturing 
capacitv  of  .'),s;{,(i()(l  kv-a.  would  best  suit  the 
scrA'ice. 

At  this  point  it  should  be  noted  that  the 
capacity  of  a  generator  is  practically  equal  to 
the  capacity  of  a  transformer  bank  and  that 
one  feeder  working  at  full  capacity'  would  dis- 
tribute the  entire  load  of  a  generator  and 
transformer  bank. 

Use  of  Reactors 

Preliminary  calculations  pro\-ed  the  neces- 
sitv    of    sectionalizing    the    station    bus    by 


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Fig.  5.      Comparison  of  Different  Methods  of  Using  Reactors 


against  the  greater  cost  of  switches  to  handle 
heavier  short  circuits.  On  the  other  hand,  if 
the  use  of  the  largest  switches  available  is  not 
considered,  the  A-alue  of  protective  apparatus 
to  reduce  short  circuit  intensities  must  be 
balanced  against  the  reduction  in  cost  of 
switches. 

In  this  particular  case  one  of  the  specified 
conditions  was  distribution  by  means  of 
()(),0{)0-volt  underground  single  conductor 
cables.  It  was  decided  that  the  concentration 
of  energy  in  a  .short  circuit  on  these  cables 
should  be  limited  to  .')()(),()()()  kv-a.  on  account 
of  the  i)ossible  resulting  damage  to  adjacent 
cables.  Comparing  this  with  the  rupturing 
capacity  of  available  (i6,000-volt  oil  switches 


reactors  in  order  to  approach  the  500,000- 
kv-a.  limit  which  had  been  set.  Both  low 
tension  and  high  tension  busses  were  con- 
sidered, but  the  use  of  a  low  tension  bus  was 
not  only  found  unnecessary  but  it  made  the 
problem  much  more  difficult.  The  reactance 
of  the  transformers  added  directly  to  the 
generators  before  either  were  connected  to  the 
bus  would  assist  in  reducing  the  short  circuit 
intensities  very  considerably.  Many  arrange- 
ments of  busses  and  reactors  can  be  con- 
sidered, but  if  sufficiently  simple  for  ])ractical 
operation  all  are  reduced  fundamentally  to 
the  two  forms  shown  in  Fig.  .">.  The  objection 
may  be  raised  that  a  ring  bus  is  not  shown. 
Obvioush-  a  ring  bvis  would  not  change  the 


408     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


diagram  shown  at  the  left.  Consider  a  short 
circuit  on  a  feeder  supplied  from  the  central 
section  of  the  bus  in  the  diagram  at  the  right. 
It  is  evident  that  one  generator  supplies 
current  directly  to  this  and  that  the  three 
generators  on  each  side  contribute  equally. 
Therefore  no  connection,  either  directly  or 
with  reactors  between  the  two  ends  of  the 
bus,  would  change  the  short  circuit  intensity 
in  this  case.  But  such  a  connection  would, 
however,  make  each  feeder  in  turn  a  "center" 
feeder,  whereas  in  the  diagram  shown  the 
short  circuit  intensities  on  the  end  feeders 
would  be  considerably  smaller  than  on  the 
center.  Thus  if  a  center  feeder  is  considered 
in  the  calculations  the  results  will  be  good 
whether  the  bus  is  made  in  a  ring  or  not, 
and  the  connection  in  a  ring  can  later  be 
decided  from  the  point  of  view  of  flexibility. 
The  above  is  true  for  an  odd  number  of 
machines;  were  there  an  even  number  of 
machines  the  short  circuit  intensity  would  be 
increased  slightly  by  forming  the  bus  in  a  ring. 
The  tables  given  in  the  lower  half  of  Fig.  5 
show  all  of  the  different  conditions  assumed. 
The  transformers  in  any  case  would  have  a 
reactance  of  8  per  cent  and  it  would  not 
appear  to  be  advisable  to  consider  increasing 
this  value.  The  generators  would  have  a 
minimum  reactance  of  12.3  per  cent,  and 
under  certain  peculiar  conditions  this  might 
be  increased  to  28.5  per  cent.  Therefore,  the 
calculations  were  carried  through  for  various 
values  of  generator  reactance.  Inspection  of 
the  table  shows  the  minimum  size  reactor 
which  could  be  used  in  connection  with  any 
generator  reactance  in  order  to  limit  the  short 
circuit  intensity  to  approximately  500,000 
kv-a.  This  reveals  the  fact  that  the  syn- 
chronizing bus  shown  on  the  left  side  of  the 
figure  is  necessary  in  order  to  limit  the  reactors 
to  a  reasonable  size.  The  reactors  should  be 
rated  to  earn,-  the  total  output  of  a  generator. 

Detail  Arrangement  of  Busses  and  Switches 

Having  decided  on  the  fundamentals  of  the 
electrical  system,  the  other  features  can 
now  be  considered.  These  include  arrange- 
ment of  switches  to  give  the  necessar\- 
flexibility  and  reliability;  the  location  of 
transformers,  reactors,  switch  gear  and  high 
tension  busses  indoors  or  outdoors;  arrange- 
ment or  location  of  main  benchboard  for 
visibility  of  turbine  room  and  outdoor  switch 
gear;  provision  for  station  auxiliary  power. 

All  of  these  subjects  have  to  be  considered 
in  turn  and  their  effect  on  each  other  con- 
sidered in  order  to  arrive  at  the  final  con- 


clusion. Their  relation  to  the  mechanical 
section  of  the  station  is  also  involved.  It 
was  desired  to  keep  a  unit  arrangement  right 
through  the  station,  and  this  meant  that  the 
switch  gear  for  each  generator  and  its  group 
of  feeders  should  not  occupy  more  length 
than  would  be  required  for  the  corresponding 
mechanical  equipment  of  generator  and 
boilers.  Fortunately  these  all  work  together 
very  well  and  allow  enough  space  on  each 
generator  stub-bus  for  the  feeders  required. 

Main  Bus  Arrangement 

The  calculations  considered  above  showed 
the  use  of  reactors  to  be  necessar>',  and  also 
the  fundamental  arrangement  which  should  be 
used.  Fig.  6  shows  the  final  complete  solution. 
The  neutral  point  of  each  generator  will  be 
grounded  directly  and  positively.  Since 
there  is  no  low  tension  bus,  grounding  of  all 
generators  cannot  cause  circulating  har- 
monic currents  between  the  generators.  The 
main  leads  of  each  generator  arc  connected 
directly  to  the  corresponding  transformer 
bank  and  through  a  main  oil  switch  to  a 
stub-bus. 

The  transformer  connection  is  delta  on  the 
low  tension  side  and  V  grounded  on  the  high 
tension  side.  It  is  particularly  necessary  that 
the  ground  resistance  be  made  very  low  so 
that  in  case  of  short  circuit  on  one  of  the 
single  conductor  cables  the  neutral  may  not 
be  distorted,  thus  placing  an  increased  volt- 
age stress  on  all  of  the  cables  of  the  other 
phases. 

From  each  generator  stub-bus  three  con- 
nections are  made;  one  through  the  reactor 
to  the  synchronizing  bus  and  the  other 
two  to  double  feeder  stub-busses.  The  three 
selector  switches  connecting  to  the  busses  are 
non-automatic.  The  main  switch  is  arranged 
for  automatic  opening  in  case  of  internal 
failure  in  the  generator  or  transformer.  This 
is  accomplished  by  the  use  of  relays  dif- 
ferentially connected  around  the  generator 
and  around  the  transformer  bank.  Oil 
switches  are  shown  for  breaking  the  syn- 
chronizing bus  at  two  points  so  that  a  section 
may  be  readily  cleared  for  cleaning,  extension 
or  repairs.  The  stub-busses  arc  also  arranged 
to  be  connected  together  so  that  at  times  of 
light  load  a  small  number  of  generators  may 
carry  the  load  of  the  whole  station  without 
feeding  through  the  reactors.  Referring  to 
Fig.  (5:  connection  between  the  stub-busses 
in  the  lower  hne  is  provided  for  by  oil  switches, 
and  in  the  upper  line  by  hom-typc  air-break 
switches.    The  oil  switches  would  Ix"  operated 


DESIGN  OF  A  SUPERPOWER-STATION 


409 


410     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .3 


from  the  main  bench  board  and  the  air  break 
switches  locally  by  hand  throu<,'h  permanent 
levers. 

Each  feeder  is  equipped  with  two  oil 
switches  to  select  either  one  of  the  two  stub- 
busses.  Each  would  be  equipped  with  induc- 
tion type  overload  or  other  suitable  type  of 
relay,  depending  on  the  detail  connection  and 
interconnection  of  the  distribution  system. 

It  is  thus  seen  that  a  ver\-  complete  and 
flexible  arrangement  is  provided.  Xormally, 
the  generators  are  operated  in  parallel  through 
the  reactors  and  synchronizing  bus,  but  it  is 
possible  by  proper  interconnection  of  the 
feeder  stub-busses  to  transfer  loads  from  one 
generator  to  another  in  almost  any  manner 
desired. 


lator.  With  this  method  no  main  field  rheo- 
stat is  necessary.  The  exciter  will  be  provided 
with  a  field  rheostat.  For  emergency  excita- 
tion two  motor-generator  sets  are  proposed, 
supplying  a  sectionalized  bus.  These  spare 
exciters  w-ill  also  be  provided  with  automatic 
regulators.  The  motors  driving  the  exciters 
will  be  supplied  from  the  main  station  power 
board  but  will  be  controlled  from  the  main 
auxiliary  board  opposite  the  bench  board. 
Indicating  lamps  on  the  power  board  will 
show  the  position  of  the  switches  so  that  there 
may  be  no  danger  of  the  operator  of  the 
station  power  board  pulling  disconnecting 
switches  or  otherwise  interrupting  ser\'ice  to 
a  motor-generator  exciter  set  while  in  opera- 
tion. 


Excitation 

Each  generator  will  have  a  direct-connected 
exciter  controlled  bv  a  TA  automatic  regu- 


Bench  Board 

For  the  control  of  the  apparatus  shown  in 
Fig.  G,  the  bench  board  shown  in   Fig.   7  is 


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Fig. 


7       Main  Bench  Board  for  Control  of  Main  Gcneratora,  Transformers  and  Fee  *ers.     Above:  Front  View.    Center:  Plan 
of  Bench  Showing  Mimic  Bus.      Below:  Back  Vcw 


DESIGN  UP  A  SUPERPOWER-STATION 


411 


proposed.  This  shows  the  front  \-ie\v,  the 
plan  of  the  bench  with  the  mimic  busses, 
and  the  rear  view.  Opposite  to  this  would 
be  placed  a  vertical  au.xiliary  board  on  which 
would  be  mounted  the  automatic  regulators 
and  field  control  switches. 

Auxiliary  Power  Supply 

As  prcvioush-  outlined,  it  was  determined 
that  turbines  for  auxiliary  power  would  be 
necessary  and  that  these  should  be  connected 
with  the  main  busses  through  a  central 
auxiliary  switchboard  and  transformers.  A 
detailed  study  showed  that  one  auxiliary  tur- 
bine could  best  be  used  in  connection  with 
two  main  turbines  and  that  these  auxiliar>' 
units  should  be  rated  at  2500  kw.,  0.7  p-f., 
;]o70  kv-a. 


For  the  control  of  the  auxiliary 
and  the  supply  of  essential  auxiliary 
was  found  necessary  to  provide  a  swi 
near  each  auxiliary  turbine  and 
general  auxiliary  power  a  central  swi 
located  on  the  switchboard  gallery 
cables  to  the  four  auxiliary  units. 

Central  Auxiliary  Switchboard 

Fig.  (i  shows  two  banks  of  station  power 
transformers.     It  is  proposed  that  each  ban 
be  composed  of  three  single-phase  12.5()-kv-a. 
units,  making  a  bank  capacity  of  .'JToO  kv-a. 


412     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


connected  delta-delta.  These  transformers 
would  be  located  out  of  doors.  The  high 
tension  switches  would  be  controlled  from  the 
main  bench  board  and  the  low  tension  switches 
from  the  auxiliary  power  board. 

Fig.  8  shows  a  single  line  diagram  for  the 
central  auxilian.-  power  board.  The  react- 
ance of  the  auxilian,-  transformers  must  be 
considered  in  connection  with  the  reactance 
of  the  main  units  in  order  to  limit  the  con- 
centration of  energy  on  the  station  power 
bus  to  a  value  which  can  be  handled  by 
reasonably  small  switches.  Reactors  are 
required  in  each  of  the  four  feeders  con- 
necting to  the  turbine  auxiliary  switch- 
boards  to   limit   the   short    circuit    intensity 


central  auxiliary  board  wotdd  be  a  vertical 
board  with  mimic  busses  and  electrically 
operated  remote  control  oil  switches,  as 
shown  in  Fig.  9. 

Station  Lighting  and  Low-voltage  Power  Supply 

Fig.  ID  shows  a  single  line  wiring  diagram 
of  the  lighting  system  proposed.  Three  7o-k-w. 
single-phase  transformers  controlled  inde- 
pendently and  connected  for  3- wire,  115/230 
volts  would  form  the  supply.  It  is  proposed 
that  all  lighting  feeders  be  3-wire,  115  230 
volts,  and  be  arranged  in  three  groups  which 
will  normally  operate  on  different  trans- 
formers, but  which  in  case  of  failure  of  a 
transformer  can  be  manuallv  thrown  to  one 


Fig   9.     Front  View  of  Central  Auxiliary  Vertical  Control  Board 


and  permit  the  use  of  small  rupturing  capac- 
ity switches.  It  is  proposed  that  these  tie 
feeders  to  the  turbine  auxiliary  boards  be 
protected  by  differential  relays  connected  to 
current  transformers  at  each  end  of  each  line. 
In  case  of  trouble  on  a  cable  it  will  be  auto- 
matically disconnected  and  will  allow  the 
auxilian,^  turbine  to  continue  supplying  the 
essential  auxiliaries  without  interruption. 
Reverse  energy  protection  at  the  turbine 
auxiliary  boards  is  also  provided  so  that  in 
case  of  a  severe  drop  in  voltage  or  frequency 
on  the  main  system,  the  auxiliary  turbines  will 
be  automatically  disconnected  and  allowed  to 
run  independently,  carrying  the  essential 
auxiliaries. 

Other  feeders  are  shown  for  the  supply 
of  the  pumps  for  the  transformer  cooling 
water,  coal  handling  apparatus,  spare  exciters, 
station  lighting  and  low  voltage  power.    The 


of  the  other  transformers.  Fig.  10  also  shows 
a  connection  from  the  125-volt  d-c.  board, 
which  will  control  the  storage  batten.-  for 
circuit  breaker  control,  so  that  in  case  of 
failure  of  service  on  the  a-c.  lighting  system 
certain  emergency  lights  will  be  automatically 
connected  to  the  battery. 

Fig.  1 1  is  a  single  line  diagram  of  the  low 
voltage  power  board,  supplied  by  two  150- 
kv-a.  transformer  banks  and  operating  at  240 
volts,  3-phase.  This  board  is  arranged  for 
miscellaneous  power  supply,  such  as  the 
machine  shop,  turbine  room  cranes,  house 
supply  pumps,  etc.;  also  for  the  supply  of 
motor-generator  sets  for  charging  the  storage 
battery  and  a  spare  motor-generator  exciter 
set  for  the  auxiliary-  turbines. 

Fig.  11  also  shows  the  storage  batten.' 
proposed  and  the  control  circuits  for  operating 
the  oil  switches. 


DESIGN  OF  A  SUPERPOWER-STATION 


413 


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Turbine  Auxiliary  Boards 

Fig.  12  gives  a  single  line 
diagram  of  boards  proposed 
for  Nos.  1,  2  and  3  auxiliary 
turbines,  each  of  which  will 
operate  in  connection  with 
two  main  units.  Fig.  13  is  a 
single  line  diagram  for  board 
for  No.  4  auxiliary  turbine, 
which  will  operate  in  connec- 
tion with  a  single,  main  unit. 
Each  auxiliary  generator  is 
to  be  protected  differentially 
just  like  the  main  generators. 
The  tie  tothe  central  auxiliary 
power  board  has  been  pre- 
viously discussed. 

Two  circuits  are  provided 
for  the  blowers  and  fans  for 
each  set  of  four  boilers.  As 
each  boiler  has  two  blowers 
and  two  fans,  one  of  each  would  be  connected 
to  each  circuit.  This  should  insure  the  oper- 
ation of  at  least  half  of  them,  which  would 
allow  the  boilers  to  operate  at  a  high  per- 
centage of  their  rating  at  all  times. 

Since  stoker  motors  are  of  small  size,  it  is 


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Fig    10.      Single  Line  Wiring  Diagram  of  Station  Lighting  System 


proposed  to  install  two  transformer  banks,  each 
consisting  of  three  37.5-kv-a.  single-phase 
transformers  to  supply  them.  A  double  circuit 
arrangement  quite  similar  to  that  proposed 
for  the  blowers  and  fans  is  suggested  with  a 
double-throw  switch  at  e^-ch  stoker  motor. 


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Fig.  11.      Single  Line  Wirinjj  Diagram  of  Low  Voltage  Power  Board  and  Direct  Current  Control  Board 


414     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


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DESIGN  OF  A  SUPERPOWER-STATION 


415 


i 


41(j     Alav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .5 


It  is  proposed  that  the  circulating  pumps 
be  driven  by  2300-volt  motors  with  the 
neutral  brought  out  for  differential  protection 
and  that  this  protection  be  provided  from  the 
oil  switch  on  the  switchboard  to  the  neutral  in 
the  motor,  thus  also  including  the  cable  sup- 
plying the  motor.  This  system  will  insure  the 
operation  of  the  circulating  pump  motors 
under  all  conditions  of  voltage  and  frequency 
fluctuation.  For  the  various  other  auxiliaries 
for  the  turbines,  two  circuits  are  proposed 
with  overload  protection,  the  individual 
auxiliaries  to  be  provided  with  no  overload 
protection.  For  the  smallest  auxiliaries  a 
lower  voltage  will  probably  be  necessan,^  and 
it  is  suggested  that  adjacent  to  these  auxili- 
aries for  each  turbine  a  bank  of  transformers 
be  installed  for  stepping  down  to  240  volts. 


It  is  proposed  that  boiler  feed  pump  motors 
be  made  for  2300  volts  and  protected  dif- 
ferentially, including  their  cables,  in  a  manner 
exactly  similar  to  that  employed  for  the 
circulating  pumps,  so  that  as  long  as  there  is 
any  power,  either  from  the  main  bus  or  from 
the  auxiliarv-  turbine,  it  will  be  possible  to 
maintain  feed  to  the  boilers. 

Boiler  Room  Auxiliaries 

It  is  to  be  noted  in  the  proposals  above  that 
complete  alternating  current  drive  has  been 
provided  for  the  boiler  room.  Some  of  the 
most  recent  installations  have  adopted  this 
method. 

Elimination  of  apparatus  for  conversion 
from  a-c.  to  d-c.  should  increase  the  reli- 
ability.    For  the  blowers  and  fans,   brush- 


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Fig.  14.      Various  Sections  of  66.000-volt  Outdoor  Switch  Qcnr 


DESIGN  OF  A  SUPERPOWER-STATION 


417 


shifting  motors  are  suggested.  For  the 
stokers,  four-speed  multi-speed  motors  arc 
suggested,  and  if  a  stoker  with  mechanical 
arrangements  for  two  speeds  is  used,  six 
speeds  of  the  stoker  may  actually  be  obtained. 
If  it  were  decided  that  direct  current  for 
the  stoker  motors  is  necessary,  it  is  suggested 
that  two  synchronous  converters  be  installed 
in  connection  with  the  main  power  board, 
and  that  duplicate  feeders  be  run  to  each  of 
the  auxiliary  boards  for  supplying  the  stokers 
at  230  volts.     If  direct  current  is  necessary 


Fig.  3  shows  the  main  and  auxiliary  units 
in  greater  detail,  and  also  shows  the  location 
of  the  auxiliary  board  adjacent  to  the  auxil- 
iary unit.  These  points  are  again  shown  in 
Fig.  4,  which  is  a  section  of  the  turbine  room. 
This  figure  also  shows  a  section  of  the  gal- 
leries. At  the  top  there  is  a  space  reserved 
for  a  load  dcspatcher's  room.  Below  this  are 
the  main  bench  board,  station  service  board, 
switches,  transformers,  etc. 

Figs.  14  and  15  show  the  outdoor  station 
in  greater  detail.     Fig.   15  shows  the  section 


f 


Fig.  15.     Plan  of  Unit  Section  of  66,000-volt  Outdoor  Switch  Gear 


for  all  of  the  boiler  room  auxiliaries,  a  s}n- 
chronous  converter  could  be  installed  in  con- 
nection with  each  auxiliary  turbine  an  1  one 
spare  converter  in  connection  with  the  main 
power  board  and  connected  to  the  others  by 
emergency  feeders.  This  system  would  also 
supply  230  volts  at  the  motors 

Arrangement  of  Electrical  Apparatus 

Fig.  1  is  a  general  layout  of  the  whole 
station,  showing  the  main  generators,  and 
alongside  of  each  pair  the  auxiliarv'  turbine 
generator.  It  shows  the  extension  to  center 
of  the  building  to  provide  operating  galleries 
for  the  benchboard,  main  auxiliary  board, 
etc.  The  general  arrangement  of  the  busses 
and  switching  apparatus  outside  is  also  shown. 


corresponding  to  one  generator  and  the 
characteristic  arrangement  for  an  overhead 
feeder,  an  underground  feeder,  station  service 
transformers,  and  tie  to  the  next  section  of 
each  bus.  Fig.  14  shows  sections  through  the 
outdoor  structures   at   these   various   points. 

Reactors 

The  reactors  to  be  used  are  of  particular 
interest  on  account  of  the  high  voltage  and 
use  out  of  doors.  For  these  reasons  an  oil- 
cooled  type  of  reactor  is  recommended.  This 
consists  practically  of  a  set  of  transformer 
coils  of  the  proper  number  of  turns  and  current 
capacity,  arranged  and  held  just  as  they 
would  be  in  a  transformer,  except  that  the  iron 
core  is  omitted.     Such  units  would  be  water- 


4  IS     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


cooled  like  transformers,  but  the  quantity  of 
water  required  would  be  comparatively  small. 

Test  Bus 

The  high  voltage  of  the  cables  proposed 
necessitates  particular  arrangements  for  test- 
ing them  on  installation  and  after  repairs. 
Also,  it  is  considered  that  it  would  be  better 
practice  to  test  any  cable  before  it  is  put  back 
in  sen'ice,  after  the  switch  controlling  it  has 
opened  automatically.  This  means  that 
arrangements  must  be  made  for  making  quick 
tests.  To  accomplish  this  a  testing  set  is  to 
be  placed  in  one  of  the  galleries  and  from 
this  a  connection  made  to  the  test  bus  out- 
doors, shown  in  Fig.  15.  Disconnecting 
switches  are  located  at  convenient  points 
along  this  test  bus  so  that  flexible  cables  can 
be  carried  easily  from  one  of  them  to  the 
cable  to  be  tested.  This  arrangement,  con- 
sidered in  connection  with  the  fact  that  the 
operator  can  view  the  whole  switch  yard, 
should  make  testing  of  cables  and  restoration 
of  ser\'ice  most  expeditious. 

Outdoor  Structures 

The  outdoor  structure  has  been  planned 
with  a  view  to  greatest  convenience  of  opera- 
tion, low  maintenance  cost  and  low  first  cost. 
Figs.  14  and  lo  show  the  structure  in  sectional 
plan.  It  is  proposed  to  use  concrete  poles 
with  structural  steel  members  connecting 
them  at  the  top.  This  design  results  in  a  very 
rigid  structure  from  which  the  wiring  is 
supported  at  frequent  inten-als.  The  break- 
ing of  an  insulator  will  not  result  in  dropping 
a  bus  or  a  connection  and  such  insulator 
can  be  replaced  with  the  greatest  facility. 
The   few   structural   steel   members  will   not 


require  frequent  painting.  To  provide  for 
reaching  the  disconnecting  switches  easily 
a  plank  walk  raised  slightly  above  the  ground 
is  proposed.  This  will  make  it  possible  to 
reach  all  of  the  disconnecting  switches  with  a 
standard  insulated  switch  hook,  and  it  can 
easily  be  kept  free  from  snow  and  ice  in  the 
winter. 

Railroad  tracks  are  run  through  the  vari- 
ous aisles  to  facilitate  the  removal  of  trans- 
formers and  switches.  In  this  connection  it 
is  to  be  noted  that  the  switches  are  also  to  be 
provided  with  trucks  similar  to  transformer 
trucks,  so  that  a  whole  switch  may  easily 
be  slid  out  from  its  position  and  taken  to  the 
repair  shop  in  the  station.  To  facilitate 
inspection  of  switches  it  is  planned  to  have  a 
truck  equipped  with  an  oil  tank,  a  blower 
and  a  pump  so  that  any  switch  requiring 
inspection  may  be  quickly  emptied  and  the 
oil  fumes  blown  out  of  the  tanks. 

Conclusion 

While  it  is  stated  in  the  introduction  that 
this  station  was  designed  to  meet  certain 
specified  conditions,  it  is  felt  that  the  design 
described  is  such  as  to  be  ver>-  generally 
applicable.  This  is  important  for  local 
conditions,  as  any  plant  may  change  slightly 
from  time  to  time,  and  the  more  flexible  and 
generally  adaptable  the  arrangement  the 
better  able  it  will  be  to  meet  any  slight 
change  in  conditions.  This  same  point  also 
has  the  advantage,  when  combined  with  unit 
arrangement  as  in  this  case,  of  making  the 
design  applicable  to  other  changes  in  details 
such  as  higher  transmission  voltage,  and  in 
general,  for  the  conditions  of  almost  any  other 
location  requiring  such  a  large  station. 


419 

Some  Corona  Loss  Tests 

By  W.  \V.  Lewis 
Power  and  Mining  Engineering  Uei-artment,  General  Elf.ctric  Company 

This  article  records  the  results  of  corona  loss  tests  on  a  150-mile  transmission  line  at  potentials  up  to  about 
200, ()()()  volts.  Comparison  is  also  made  between  measured  and  calculated  losses.  Such  tests  establish  con- 
fidence in  our  formulas  for  calculating  these  losses  and  are  es])ecially  apropos  at  this  time  in  view  of  the  current 
discussion  of  operating  voltages  in  the  neighborhood  of  220,000  volts.  The  e.\tremely  high  losses  found  in  some 
of  the  tests  are  evidence  of  the  economic  importance  of  such  tests. — Editor. 


The  theory  of  corona  formation  and  for- 
mulas for  its  calculation  on  transmission  lines 
have  been  fully  and  carefully  worked  out  by 
Peek.*  It  is  interesting,  occasionally,  to 
measure  these  losses  on  an  operating  system 
and  to  compare  the  measurements  with  the 
calculated  losses. 

Many  existing  systems,  especially  among 
the  earlier  installations,  have  considerable 
corona  loss  at  the  operating  voltage.  It  is 
now  generally  recognized  that  this  loss  costs 
money,  and  the  later  installations  are  usually 
designed  to  operate  above  the  corona  voltage. 


.Tunctiort 
nam 


Granil  Rapids 


47SMi  , 

15  5'- 12- 19  6  Spacinq 
N»0  Copper 


3-3000  KV-a 


Fig.  1.      One-line  Diagram  of  Consumers  Power  Co. 
Transmission  Line  Used  in  the  Tests 

Some  corona  loss  tests  were  recently  made 
on  the  30-cycle  140,000-volt  system  of  the 
Consumers  Power  Co.,  in  western  Michigan. 
It  is  believed  that  these  tests  were  carried  to 
a  higher   voltage   than   has  been   heretofore 

*  Trans.  A.I.E.E.,  1911,  1912.  19i:i. 


attained  on  an  actual  transmission  system, 
and  in  view  of  the  present  discussion  of  220 
kv.  or  thereabouts  as  the  possible  next  step 
above  the  present  voltage  limits,  these  tests 
should  be  of  interest,  as  they  were  carried  up 
somewhere  in  the  neighborhood  of  that 
\-oltage. 


T[ 


t\ 


fi<in\   — 


LiA  C 


"-L 


srn? 


Fig.  2. 


Connection  Diagram  of  Instruments  Employed 
in  the  Tests 


The  transmission  line  on  which  the  tests 
were  made  extends  from  ^  Juiiction  Dam  to 
Grand  Rapids  and  Kalamazoo,  Michigan,  in 
a  direction  almost  due  south,  a  total  distance 
of  approximately  l.")(J  miles  (Fig.  1).  The 
portion  from  Junction  Dam  to  Grand  Rapids 
consists  of  three  conductors,  each  of  seven 
strands  medium  hard  drawn  copper,  total 
cross-section  110, (JOO  cir.  mil.  The  conductors 
are  spaced  practically  in  a  vertical  plane  12 
feet  apart.  The  distance  is  101.5  miles. 
This  line  has  been  in  service  about  two  yeairs. 
The  portion  from  Grand  Rapids  to  Kalamazoo 
is  older  and  operated  for  a  number  of  years  at 
70,001)  volts.  It  consists!  of  47.3  miles  of 
No.  0  copper  arranged  mainly  in  a  triangle 
with  sides,  respectively,  13.5,  12,  and  19.(5 
feet.  The  line  throughout  is  insulated  with 
10  disks  in  suspension  and  12  on  strain.  The 
tower  spacing  is  about  530  feet.  The  height 
of  the  lowest  conductor  in  the  vertical  arrange- 
ment is  about  40  feet  at  the  tower  and  al>nf.t 


420     Alav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


26  feet  at  the  middle  of  the  span.  The 
average  elevation  of  the  line  is  about  750  feet 
above  sea  level. 

Switches  marked  .4  and  E,  Fig.  1,  were 
open  throughout  the  tests,  thus  separating 
the  transmission  line  from  the  Grand  Rapids 
and  Kalamazoo  busses.     Switches  B,  C,  and 


^200] 


45      1800 


40      1600 


iS       1400 


b  JO  ^izoo 
9-      * 


^ 


zs    1000 


IS  fiOO- 


10        400 


zoo 


60  go  100  '20    ,      140  160         /SO, 

Lotv  Yotto^  Kv.  otJunctioniHighyolto^EqwmlcnQ 

Fig.  3.     Corona  Loss,  Line  from  Junction  Dam  to  Grand 

Rapids.    Transformers  on  at  Grand  Rapids 

.junction  Dam  transformer  ratio  l;i.").000:7.JUO. 

Grand    Rapids    transformer   ratio    (Tests   9    and     13)    126,000: 

7500. 
Grand  Rapids  transformer  ratio  (Test  17)  140.000:7500. 

TABLE  I 


TEST  9 

TEST  13 

TEST  17 

H.V. 

H.V. 

Kw. 

H.V.       H.V. 

Kw. 

H.V. 

H.V. 

Kw. 

Kv. 

Amp. 

Kv. 

Amp. 

Kv. 

Amp. 

74.6 

10.8 

84 

82.0 

11.8 

125 

81.6 

11.8 

87 

80.7 

11.7 

101 

92.4 

13.2 

151 

84.3 

12.2 

87 

94.6 

13.5 

142 

99.8 

14.7 

168 

101.3 

14.6 

131 

102.0 

14.3 

162 

109.0 

15.0 

247 

109.6 

15.0 

160 

111.0 

15.2 

188 

122.3 

15.7 

.594 

119.2 

16.5 

192 

126.0 

15.5 

336 

136.5 

15.4 

1225 

126.0 

16.8 

235 

137.5 

14.3 

605 

145.3 

15.2 

1010 

137.2 

17.1 

384 

145.4 

12.1 

964 

152.6 

12.7 

2082 

145.3 

16.4 

730 

154.0 

10.4 

1548 

154.8 

14.1 

13.58 

155.8 

9.4 

1730 

160.2 

12.7 

1800 

161.1 

8.7 

2090 

10    Z800\ 

Z700 
65    1600 

Z500 
60  Z400 

Z300 
55  ZZOO 

ZIOO 
50    ZOOO 

.900 
tS    IgOO 

non 

40   J600 

•<I500 

55     1400 

1.500 
50     'ZOO 

1100 
Z5    1000 

onn 


I 


Gen  Junction 


Test  10  Test  15    Testis 

Date   10/15/19  10/16/19    lO/n/ig' 

Bar.     Z9.34"  Z938"   Z9.40' 

Temp,.  44  T°F  i39°F   54  TF 

Hum.  91 40/0  944°/o  91.0% 

Weit/Kr  Clear  f^^'ny    Cle^r 


600 
700 

If      600 

500 

ig     400 

5     ZOO 
100 

0  0 

60       SO         100       IZO  ,    140       160      ISO, 
Low  Voltage  Kv.  at  Junctionwifh  Voltage  CgunaletiQ 

Fig.  4.     Corona  Loss.  Line  from  Junction   Dam  to  Grand 
Rapids.    No  transformers  at  Grand  Rapids 

Junction  Dam  transformer  ratio  1.'15.0(X):7500. 


TABLE  II 

TEST  111 

TK>r  !.*> 

IKST    IS 

H.V. 

H.V. 

Kw. 

H.V. 

"^'      Kw 
Amp.     '^'' 

12.6       66 

H.V. 

"■^'    K« 
Amp.    "^^ 

Kv. 

.\mp. 
11.3 

Kv. 

Kv. 
77.8 

75.3 

51 

84.6 

11.6      5;{ 

94.0 

14.1 

84 

94.0 

14.1       87 

91.1 

13.4;     70 

103.0 

15.2 

102 

101.0 

15.0     114 

ia3.9 

15.2|     88 

110.0 

16.1 

134 

110.4    16.3    250 

114.1 

16.5 

105 

118.8 

17.3 

175 

120.2    17.5    .5;i8 

125.6 

17.7 

157 

128.5 

18.2 

336 

129.8    18.8    806 

130.0 

1S.6 

270 

135.7 

18.8 

500 

143.8  20.7  1,").58 

146.9 

18.9 

805 

145.8 

19.0 

1017 

UW.O  21.2  2030 

l,5;i.O 

18.8 

1230 

K')4.e 

20.1 

1655 

102.1    21.2  2690 

1,58.4 

18.5 

1600 

160.2,  19.8 

2112 

SOME  CORONA  LOSS  TESTS 


421 


1  1  1  1  1     1  1  1  1  1  I  1  I  1  1  1  1  L     '  '    1 

as  J400 

1  1  1  M  1  1  1  1  1  J  1  1  1  1  M  1  i7f>j^t/?.  \ 

J 

~Pi  Lr 

U ^    ~~    ~' 

H  *^  1  "^  1 

\  <L    t 

aenJm 

-^       >J-r 

75  3000 

dm 

H3t^m3Z00 1 

^     ^      I 

<    <1     1 

—iJ    nI     I 

10  2500 

^"X 

14 

Grand  Rapids  W 

65   2600 

<H 

Date  iOJISl/9   lOi 
Bar.     Z9.3Z''    2S 
Temp.  47$'r    46 
Hum   90.  Z%    34 
WeiUKr  Clear    Ra 

l| 

60    2400 

If 

HZ     Test /a  u 

I6II9  101 161 19  It 

5&"  2938"  t 

55  2100 

VF  46 ZT  t 

SO  zooo 

H 

In 

W 

n 

'^iS^ldOO 

f 

0 

V 

n 

^ 

■ 

^iO    1600 

W 

thF 

g 

35   1400 

a 

n 

Ifl 

H 

30    1200 

if 

I       /estd 

1 1           j  1 

1          -J* 

25    1000 

-^--±:^     Test/4 

J  "T^       / 

^  3b  -F  - 

LineC 

urren    j  ' 

20     600 

■ 

:^e 

^      /S 1^ 

,  t* 

It-- 

I   ^    \ 

"     1     J      5         S.Tes.':.: 

15     600 

t     I      Ji         - 

ff    J           TrsA/ 

u  2 

10     400 

7 

'  r 

Te.s 

,sS 

5      ZOO 

M.*:' 

^^'^^ 

f 

■  1     III 

I" 

0       c 

■"  1     III 

t_ 

I 

.0 

w 

/e 

so       100 
tage  Kv  it 

IZO        140       ISO       160 

Junction  (High  Yottxe  £i^uirjient. 

Fig.  5.      Corona   Loss,   Line  from  Junction  Dam  to  Kalamazoo. 
Tests  8   and   12;   transformers  on   at  Grand  Rapids  and 
Kalamazoo.    Test  14;  transformers  on  at  Kalamazoo, 
off  at  Grand  Rapids 

Junction  Dam  transformer  ratio  135,000:7500. 
Grand  Rapids  transformer  ratio  125,000:7500- 
KalamazoQ  transformer  ratio  (Test  8)  120,000:7500. 
Kalamazoo  transformer  ratio  (Tests  12  and  14)  130,000:7500. 

TABLE  III 


75 
70 


55 
50 


r 


3200 
3000 
2S00 
ibOO 
2400 
2200 
2000 


^laoo 


40 
35 
SO 
25 
2C 
IS 


1600 
1400 
1200 
1000 
100 
bOO 


1  1  1  J  1  1  1  1  1  1  1  1  1  1  1  1  1  1 

1  1  1 1  1  M  1  1  1  1  1  1  1  1  1  1  1 

U    ]A\A             '  \----.z 

M.    <J*s.l                .  t 

Gen  Junction     HoJamazoo          Test  II 

Test  7     Test  II 

Dote           W/15/19     10/16/19 

Bon            29.32"     Z93S" 

Temp       f/.ov   te.o'r 

Hum         S3. 9 is   96. ait 

\ 

......._     q. 

.  .   _       -   .   —     .  J 

::___._:_    .  i 

1  ^,  , 

r    Total 

...     -   -       , J.   . 

n 

:      :  ::     ;  :;.  rr_  : 

tt 

I     -  - 

± 

:     :  ji- 

-     -              -X- 

tX-- 

XX 

:  :    .    .    ;..  ir:. 

.       .    -                          I  -  T,^y 

I               A'*  -r      i  II 

'   "   TZ~' 

±                    A-t    . 

if  -    . 

tl 

..  :        -,*|    - 

.      .      .-          y          J       . 

:  :  ::;?.:;/_  _     _ 

/          C-  - 

r          \ 

-  -4-       .  i 

i  -     --,  t 

2                       t 

7                                X 

"    4  i. 

--  I  i 

•       r 

i  -i 

:::  z          -  -- 

/., 

,     ' 

t,' 

...       ,-f 

.,ss'--       - 

■3  ' 

60  SO         WO         120        14C         /60        180 

Low  i^of Cage  Hv.  at  x/unction  (High  Voltage  Ena/ya/ent) 

Fig.  6.     Corona  Loss,  Line  from  Junction  Dam  to  Kalamazoo, 
No  transformers  at  Grand  Rapids  or  Kalamazoo 

Junction  Dam  transformer  ratio  135.000:7500, 

TABLE   IV 


TEST  8                   1 

TEST  12 

TEST  14 

H.V. 

H.V. 

Kw. 
139 

H.V. 

H.V. 

Kw. 

H.V. 

H.V. 

Kw. 

Kv. 

Amp. 

Kv. 
81.8 

Amp. 

Kv. 

Amp. 

73.8 

16.2 

17.6 

164 

80.0 

17.4 

115 

81.6 

17.7 

171 

92.4 

19.4 

227 

93.3 

20.1 

177 

94.0 

19.5 

245 

99.6 

20.6 

267 

100.8 

21.4 

233 

103.0 

20.4 

270 

112.0 

21.8 

477 

109.4 

22.8 

329 

112.6 

21.4 

400 

120.6 

22.0 

796 

119.5 

24.3 

705 

121.9 

21.2 

512 

127.1 

21.9 

1058 

128.9 

25.4 

1160 

128.9 

20.1 

658 

135.4 

21.2 

1516 

134.6 

25.8 

1495 

135.0 

18.2 

874 

145.2 

19.1 

2280 

144.2 

26.5 

2200 

141.5 

15.2 

1195 

1 

152.6 
156.0 

16.7 
15.9 

2970 
3430 

153.0 

27.0 

3110 

TEST    7 

TEST  11 

H.V. 

H.V. 

Kw. 

H.V. 

H.V. 

Kw. 

Kv. 

Amp. 

Kv. 

Amp. 

73.4 

16.0 

85 

80.2 

17.5 

86 

79.2 

17.4 

89 

95.6 

21.1 

157 

93.1 

20.7 

155 

103.6 

23.1 

248 

98.5 

21.6 

168 

114.8 

25.3 

470 

105.8 

23.5 

189 

125.6 

27.5 

863 

116.0 

25.4 

274 

134.6 

30.3 

1345 

124.2 

27.4 

418 

145.0 

32.6 

2275 

131.0 

29.1 

656 

152.6 

33.8 

3030 

141.1 

31.7 

1510 

158.0 

34.6 

3590 

142.7 

32.1 

1672 

146.0 

32.7 

1880 

152.1 

34.3 

2615 

422     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


D  were  open  on  occasion.  The  loss  readings 
were  all  taken  at  Junction  Dam.  Fig.  2 
shows  the  manner  in  which  the  instruments 
were  connected. 

Two  series  of  tests  were  run: 
(a)  With  the  step-up  and  step-down  trans- 
formers connected  delta-delta,  which 
is  their  normal  method  of  operation; 
and 
(6)  With  the  step-up  and  step-down  trans- 
formers connected  delta  low-tension 
and  Y  high-tension,  thus  allowing  the 
line  voltage  to  be  increased  73  per 
cent  with  the  same  low-tension  voltage 
applied. 


so  100         120         140        160 

Low  Vottege  Hv.  dt  Junction  (Hr^  Volttjye  tgut^aient) 


The  transformers  at  Junction  Dam  and 
Grand  Rapids  are  duplicates,  each  bank  con- 
sisting of  three  5000-kv-a.  30-cvcle  units. 
The  transformer  bank  at  Kalamazoo  consists 
of  three  3000-kv-a.  units.  The  low-tension 
voltage  of  all  banks  is  7500;  the  high-tension 
140,000  with  taps  for  135,000  130,000  125.- 
000,  120,000.  In  all  tests  under  (a)  the  step- 
up  transformers  were  connected  135,000 
volts  delta;  and  in  all  tests  under  (b)  the 
step-up  transformers  were  connected  1 20  - 
000  208,000  Y,  thus  giving  208,000  volts  bv 
ratio  with  7500  volts  applied  on  the  low  side. 

The  results  of  the  test  are  shown  in  the 
accompanying  tables  and  illustrations.  The 
tables  in  general  give  the  high-voltage  kilo- 
volts  (i.e.,  low-voltage  kilovolts  times  ratio), 
the  high-voltage  amperes  (i.e.,  low-voltage 
amperes  divided  by  ratio),  and  the  measured 
kilowatts  loss.  In  Table  VI  the  high-voltage 
kilovolts  at  Grand  Rapids  by  ratio  is  also 
given. 


( 

j 

_.. 

1 

1 

] 

I 

■ 

' 

1 

1 

tap  -j 

' 

■ 

1 

1 

1 

! 

1 

/ 

1 

i 

1 

r 

; 

,  '  j 

; 

/ 

f 

1        A 

y[= 

11 

1 

■  '■ 

_^ 

\_ 

y 

w 

[_ 

r 

1  , 

£j 

)//?/-     Tf>tn</hr.'rM'r..LA 

/ 

. 

1 

1    1    1    t    1    1    1    1    1    1    t    1 

^.Jj 

■ 

1 

1  I    1  1  !  LI  1  ;  1  I  1  1  1 

■    ) 

—  y  - 

/J    ibO  ' 

__u 

11 

^bciSias^  lOrvVo/Uge  i^/es  X208OQO/7^O(/^ 

i 

7 

. 

* 

1 

/    i 

1 

1 

, 

I 

i 

1 

A 

4 — 1 

, 

1 

1 

; 

i 

(/ 

^ 

/ 

_, 

1 

1 

-J 

^  " 

' 

- 

1 

1 

' 

' 

,,.' 

^ 

1 

I 

1 

rJ 

■^  /> 

^ 

1 

. 

— .- 

/ 

L 

, 

*f*l 

j^ 

=< 

^ 

'' 

a*    w  - 

_ 

-_ 

1 *- 

^4- 

, 

- 

-- 

-4= 

f*"  ' 

*=4-t- 

isr- 

r^ 

^^ 

— . 

~  ^ 

' 

T"  ~^ 

1 

H-" 

1 

'    1 

1 

J  1  ,  1  1 

1 

1 

'        ) 

60 

60 

10 

fer 

f:i 

M 

^ 

H 

Iff 

'i 

w 

210 

ZIO 

,        A 

i; 

I 


Figs.  7-a  and  7  b.     Excitation  Curves  of  Transformer  Bank  at  Junction   Dam 

140,000-7500  volts 

Trinsformcr  ratio,  delta  connection  l.io. 000:7 JOO. 
Transformer  ratio.  Y-connection  1 20.000/208.000 Y:r.TOO. 


L  OH  Yoltage  first  Junction  (Hign  \foit3gt  Sgumj/tntJ 
Three  transformer!,  30-cycle,  5000. kv-a 


TABLE  V 


TEST  6 


H.V. 


L.V. 

Kv. 

Volts 

Delta 

Conn. 

.-ner, 

57.0 

3640 

65.5 

4600 

82.8 

5310 

95.6 

5920 

106.6 

0200 

111.6 

H.V. 

Kv. 

Y-conn. 


87.8 
101.0 
127.5 
147.3 
164.2 
172.0 


L.V. 
Amp. 


4.0 
5.0 
6.0 
7.5 
10.3 
12.6 


H.V. 
Amp. 
Delta 
Conn. 


0.22 
0.28 
0.33 
0.42 
0.57 
0.70 


H.V. 

1 

Amp.    . 

Kw. 

Y-conn. 

0.14 

20    1 

0.18 

24 

'     0.22 

39 

'      0.27 

50 

0.37 

62 

0.45 

1 

69 

H.V. 

Kv. 

Y-conn. 


6470 
6950 
7520 
8000 
8280 
8480 


116.5 

179.4 

125.0 

192.7 

135.4 

208.4 

144.0 

221.8 

149.0 

229.8 

152.6 

235.2 

L.V. 
Amp. 

H.V. 
Amp. 
Delta 
Conn. 

14.8 

0.82 

20.6 

1.15 

31.3 

1.74 

49.4 

2.74 

63.5 

3.5:i 

79.7 

4.43 

H.V. 

Amp. 

Y-conn. 


0.53 
0.74 
1.13 
1.78 
2.29 
2.87 


K«. 


77 
89 
109 
138 
158 
178 


SOME  CORONA  LOSS  TESTS 


423 


1 

T^.^f?/}-.^    1 

1  1  1  1   V-^"' 

\\\\t42 

1    1   I    1  i'  1    1    1 

L 

{  <i  " 

t%   ^ 

:>     l>'--i:~z 

•n  Junction 

Or^^ncl  R^n,n.    VW  V.  ZK'LA 

1  M  M  1  1      1  1  1  1  1  1  1 

Ml  1       in  :  ' 

it 

1  1  1  1  1  1  1  1  1  M  1  1  1   1 

11    1  1  1       ffl  r 

Test  ZO           TasL 
Oate     Oct.  19.  ISIS    Oct  26 
Bar        29.62"            2932 
Temp.     51  2°  r           41°  r 
Hum       33  %               94  % 
Weather  Clear           Ciouc 

A|    1      J 

I9IS                T 

^0     6000 

~---j------ 

/„      -      T 

-              » 

1 

i 

^-"       " 

t 

TestZO 

J«<- 

A          Jf 

7         « 

[         ^^.isUZ 

1*                                     "^ 

4.  -    .e  ..^-^ 

X     i 

i     /  - 

s 

L    ^  ■Line 

^ 

P     f  Current 

^ 

t  /                     ' 

If 

V                                     4 

X 

J 

+.7 

, 
/ 

J                L 

J 

t 

i 

X 

*'- 

f             -     

f 

,■' 

' 

I 

i 

/ 

1 

T 

_ 



— 

- 

{L 

- 

_ 

0             0~ 

s  = 

s 

•■ 

-  - 

- 

- 



eo 

SO 

100 

li 

0 

M 

0 

160         ISO        ZOO      Zzl) 

Low  Volt  j^t  jt  Junction   QiiQh  Voltage    Equiva  terit) 

Fig.  8.      Corona  Loss,  Line  from    Junction    Dam  lo  Grand 
Rapids.     Transformers  on  at  Grand  Rapids 

Junction  Dam  transformer  ratio  120,000 /208.00Y:7500. 

Grand  Rapids  transformer    ratio    (Test    20)     14n,000/242,.'JOOY: 

7.500. 
Grand    Rapids   transformer   ratio    (Test   42)     12rj,000/216..500Y: 

7500. 


Figs.  3  to  (),  inclusive,  allow  a  comparison 
to  be  made  between  the  losses  on  a  clear  and 
a  rainy  day  and  on  two  clear  days  with  dif- 
ferent temperatures.  The  marked  effect  of 
the  exciting  current  of  the  step-down  trans- 
formers in  modifying  the  line  current  is 
apparent  from  these  curves. 

Fig.  7  shows  the  excitation  of  the  step-up 
transformers    at    Junction     Dam,     Fig.     7-a 


1   1   1    1          :    1   1    1       If 

1  1 1 1  1  1  M  M  1  1  1 

1    1    1    1            'est23  J» 

:L^^Mr- 

° H~"]f — '" 

1     J: 

— -~             "\f          ^ 

<.0  6000  -    „                 7e5^  23         [e 

fir       1  ~^Ti    ^^''<'' 

-  Temp.           4a 8" r.           4 

-  Hum.             6/%               e 

-  Weather     Clear           C/ 

'^'•T''r                       \t       i    1 

'?i      -1-     -if.  4~L  - 

:)ljdi/                        1         1    j 

i           1    1 

r 

*" 

jT 

1 

/            fest  Z3 

t       ^T   ' 

1 

si 

ylfe   1J 

'       :      (2 

1      ^jT 

_  t  .^f    _ 

2        T 

,        Line 

I  1 

7     '      Current 

\t    " 

2 

^7 

■jn 

'         ¥ 

/  -^        // 

4.^        8 

-                    > 

'    -'I          ■      "         

"    E^ 

_,^^      . 

-          t                               "        ~ 

-*' 

1 

t      -         "             

J 

T         / 

t 

J                           

:/ 

I 

) :::-:-: 

.„    ^ 

-     a^ 

^         ^^0          80         100         /ZO 

40       160        ISO       ZOO       Zi 

0 

LowVoltaqe Hv.at Junction (Hi<jh  Voliaqe  £quivo/eM) 

Fig.  9.     Corona  Loss,  Line  from  Junction  Dam  to  Grand 
Rapids.     No  transformers  at  Grand  Rapids 

Junction  Dam  transformer  ratio  120.000 /2OS,00OY:7500. 


TABLE   VI 


TABLE   VII 


TEST  20 

TEST  42 

H.V.        H.V. 
Kv.        Amp. 

Kw. 

Kv. 

at 

G.  R. 

H.V. 
Kv. 

H.V. 
Amp. 

Kw. 

Kv. 

at 

G.  R. 

106.5    1(5.3 

72 

116.4 

109.5 

16.0         72 

109.1 

122.6    19.0 

120 

133.2 

127,4 

18.8 

168 

129.9 

140.4    21.3 

480 

152.6 

1.38.0 

20.2 

528 

138.5 

154.8    25.9 

1945 

166.9 

152.0 

24.5 

1775 

159.4 

163. 6i  29.4 

2930 

177.2 

170.9 

32.3 

3650 

178.4 

187.0    38.6 

5,'545 

201.8 

181.0 

36.1 

4750 

188.7 

202.5    44.0 

7440 

219.2 

197.0 

41.5 

6645 

206.0 

208.0,  45.9 

8160 

224.3 

208.2 

45.1 

7970 

218.2 

H.V. 
Kv. 


TEST  23 


TEST  43 


H.V. 
Amp. 


Kw. 


H.V. 
Kv. 


H.V. 
Amp. 


109.0 

17.2 

48 

93.0 

15.1 

48 

126.2 

19.8 

72 

112.0 

18.3 

48 

140.4 

22.2 

480 

127.6 

20.8 

72 

157.6 

27.1 

2230 

139.2 

22.8 

648 

174.2 

33.3 

4030 

1.57.5 

27.8 

2330 

186.1 

37.8 

5380 

163.6 

29.6 

2880 

198.4 

43.2 

6960 

185.5 

37.2 

5305 

198.5 

42.4 

6840 

424     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


60     260 


SO     2^0 


ISO 


30      160 


ft- 


20      120 


ion 


10       80 


60 


40 


.^ 

^<<27     - 

.,\yJriW- 

^YvXw 

rKra^^i 

r  Ift^yi-oyV 

43  xm^W\ 

-r-                         Y  •&^^J^ 

it                                                  ts^/<fW^Jl 

y  w&^/ 

t/s^^ 

A  ^  %W.^?U- 

t   Mst- 

±         yi7\\!i2 

y  J  ./2\l°' 

^    W^ 

/  ,>K^^ 

^^ ^Z  ^ 

J  J^ 

,^y^""                                                            it 

J ^y^i-   - 

^ ^Zr   X 

Z^T^r      t 

Zy^'tf              - 

Zy?^i°_L 

Z^?>1° 

't,f.'>           -t                  T 

2v°                t 

t 

J    -                                  

I 

J 

T 

r--'^ 

_ 

80  .00        IZO         140         160        ISO         200        220 

Low  yo/tage  Kv  at  Junction  (H/gh  Voltage  £i^u/ya/ent) 


Fig.  10. 


Comparison  of  Potentials  at  Junction  Dam  and 
Grand  Rapids,  Test  20 


SO       240 

220 

40       200 

ISO 

}0        160 


S:        ^/40 


20       120 


to 


--      --                                            4JJo<UiC      -L 

-      ^^^44ftlt^ 

xTjf.  l„!(iy  <fi^  X- 

A^    ifSiw 

!&     -vV^S^     A- 

__          A^    ,fCZ(Kt'I 

JL   .%i4r^€- 

_Zr,tojZ%t 

/■liw^i'- 

.^'JzM}!.  _(_ 

_.     -,Lii2?^o* 

"                           itJ^^iV- 

^  L  yym. 

-i'/  ?Tot 

-  -.  W>rr- 

l  "d-     - 

4-                    J(^f 

J?' 

_±%_         _-       -_ 

-     -     -                >  w  T 

^^tl]      _-         _-     -- 

.fr-it 

W'v* 

j(  r    ^ 

?T                  J 

~         ~         ~         5                       T 

S 

~         ~  ^^ 

-4^  -4-4       /  T 

f._                                       _        



J 

I                                                                                           -                     _- 

M 

mTM T  ' LU ttM                 TTT 

_  _      — 

plotted  on  the  basis  of  delta  high-tension,  and 
Fig.  7-b  on  the  basis  of  Y  high-tension. 

Figs.  8  and  9  show  the  losses  with  the 
Y-connection.  It  will  be  noted  that  the 
readings  were  taken  up  to  about  208  kv.  by 
ratio.  These  curves  have  been  plotted  with 
the  readings  as  taken,  without  correction  for 
instrument  transformer  ratio  or  phase  angle, 
for  the  reason  that  station  instrument  trans- 
formers were  used  and  the  corrections  were 
not  available.  The  readings  of  Figs.  3  to  0, 
inclusive,  were  taken  with  calibrated  instru- 
ment transformers  and  have  been  corrected 
for  ratio  and  phase  angle.  The  corrections 
in  any  event  are  small  and  at  the  higher  values 
are  negligible. 

Fig.  10  shows  for  Test  20  the  high-tension 
voltage  at  Junction  Dam  as  calculated  by 
means  of  the  line  current  and  the  known 
resistance  and  reactance  of  the  transformers, 
also  the  high-tension  voltage  at  Grand 
Rapids  by  measurement  and  transformer 
ratio,  also  the  power-factor  of  the  corona 
readings.  Fig.  11  shows  similar  data  for 
Test  42. 

A  comparison  will  be  made  of  the  tested 
and  calculated  losses  for  Test  42  (Fig.  8). 
In  order  to  do  this  the  true  line  current  is 
determined  as  shown  in  Table  VIII,  with  the 
assistance  of  Figs.  8  and  11.  The  true  high- 
tension  voltage  is  calculated  as  just  explained, 
giving  the  results  shown  in  Column  10,  Tabic 
VIII.  The  high-tension  voltage  at  Grand 
Rapids  is  found  from  Fig.  11. 

The  corona  loss  is  calculated  fur  Test 
42  in  the  usual  way  as  follows: 

Given:  Length  101. .5  miles 

Spacing  12  ft.  vertical 

Conductor  110,000  cir.  mil. 

Barometer  29.32  in. 

Temp.  41  deg.  F. 

s  =182  in. 

r  =0.190  in. 

g„  =  .i.3.8  kv.  in.  efTeclivc 
„,„  =  0.8.")  (assumed). 
17.92/>  _  17.92X29.32 
4:)9-|-7~      409  +  41 


"eo       30        00      120      140      160      ISO      zoo      220 
COM  Vo/coocXifotJ'urrction  fHifh  /oytofe^fuiya/entj 


6  = 


:=1.0.J2 


fo  =  2. 303go  Wo  5  r  /o.Cio-clT.  kv.  to  ncul. 
=  2.303  Xo3.S  XO.85  X 1 .052  xO.  19  x/og,o, 


182 
0.19 


240 


Fig.  11. 


Comparison  of  Potentials  at  Junction  Dam  and 
Grand  Rapids,  Test  42 


=  21.09X/og958 

=  21. 09X2. 98137  =  02. 8.")  kv.  to  neutral. 
62. 8,>X  1.732=  108.9     kv.     between     con- 
ductors. 


SOME  CORONA  LOSS  TESTS 


425 


TABLE  VIII 

DETERMINATION  OF  HIGH-VOLTAGE  POTENTIALS 

Conditions  of  Test  42 


1 

2 

3 

* 

5 

6 

7 

8 

9 

10 

11 

12 

L.V. 

Volts 

L.V. 
Cur. 

Trans. 
Exc. 
Cur. 

H.V. 

H.V. 

Volts 
Grand 
Rapids 
L.V.X 
Ratio 

Avg. 
H.V. 

Junc- 

Junc- 

P-F. 

e 

Sin 

■  +Jii 

Line 

Line 
Cur. 

Volts 

Junc- 

H.V. 
Equiv. 

H.V. 
Equiv. 
Amp. 

!I0  deg. 
Lag. 

Col  .6+Col.  7 

Amp. 

tion 
Calc. 

and 
Grand 
Rapids 

100 

15.3 

0.018 

89°  0' 

0.99985 

0.268 +  15.29J 

0.12 

0.27  +  15.41J 

15.42 

102.0 

97.8 

99.9 

no 

16.4 

0.023 

88°41' 

0.99974 

0.377 +  16.39J 

0.15 

0.38  +  16.54] 

16.54 

112.0 

109.8 

110.9 

120 

17.6 

0.032 

88°10' 

0.99949 

0.5.54  4- 17.59J 

0.20 

0.55  +  17.79] 

17.80 

122.1 

121.1 

121.6 

130 

19.0 

0.046 

87°22' 

0.99894 

0.874  +  18.98] 

0.24 

0.87  +  19.22] 

19.24 

132.5 

132.5 

132.5 

140 

20.8 

0.135 

82''14' 

0.99083 

2.81    +20.6  j 

0.25 

2.81+20.85] 

21.02 

142.5 

143.9 

143.2 

150 

23.5 

0.250 

75°31' 

0.96822 

5.88   +22.8  j 

0.26 

5.88+23.06] 

23.8 

152.7 

155.1 

153.9 

160 

27.7 

0.325 

71°  2' 

0.94571 

9.00    +26.18J 

0.26 

9.00+26.44] 

27.95 

163.2 

166.2 

164.7 

170 

31.7 

0.378 

67°47' 

0.92576 

11.99   +29.32J 

0.30 

11.99+29.62] 

32.00 

173.5 

177.3 

175.4 

180 

35.4 

0.420 

65°  10' 

0.90753 

14.86    +32.12J 

0.40 

14.86 +32. 52i 

35.76 

183.8 

188.1 

186.0 

190 

38.9 

0.453 

63°  6' 

0.89180 

17.60   +34.68J 

0.60 

17.60+35.28] 

39.40 

194.1 

199.0 

196.6 

200 

42.3 

0.476 

61°35' 

0.87951 

20.12    +37.20J 

0.80 

20.12+38.00] 

43.00 

204.1 

200.5 

206.8 

210 

45.7 

0.492 

60°32' 

0.87064 

22.50   +39.80J 

1.25 

22.504-41.05] 

46.80 

214.8 

220.0 

217.4 

220 

48.9 

0.500 

60°  0' 

0.86603 

24.45    +42.38J 

1.75 

24.45+44.13] 

50.50 

225.0 

229.8 

227.4 

TABLE  IX 
CALCULATED  CORONA  LOSS.     TRANS- 
FORMERS AT  GRAND  RAPIDS 
Conditions  of  Test  42 


E 
Line 

Voltage 
Kv. 

«  Voltage 

to  Neu- 
tral Kv. 

e  -62.85 

(e  -62.85)= 

1.998  X 

ie  -62.85)! 

Kw. 

Loss 

110 

63.5 

0.65 

0.422 

0.884 

1 

120 

69.3 

6.45 

41.6 

83.2 

83 

130 

75.05 

12.20 

148.8 

297.2 

297 

140 

80.8 

17.75 

314.0 

627.7 

628 

150 

86.6 

23.75 

564.0 

1127.0 

1127 

160 

92.4 

29.55 

872.0 

1742.0 

1742 

170 

98.2 

35.35 

1249.0 

2497 

2497 

180 

103.9 

41.05 

1682.0 

3360 

3360 

190 

109.7 

46.85 

2195.0 

4388 

4388 

200 

115.5 

52.65 

2772.0 

5.540 

5540 

210 

121.3 

58.45 

3418.0 

6830 

6830 

220 

127.0 

64.15 

4110.0 

8220 

8220 

(0.189\ 
1+     --"   Ikv.,  in.  effective 

(0.189         \ 
^+Vl.052X0.19J 
(0.1S9\ 


=  56.61 


=  80.5 


/)  =  a(/+2o)  (e  — eo)-X10"^  kw.  per  mile  sin- 
gle conductor. 

„  =  3S8    17^    388      ,M|^3^3^^;^^^^^ 
\5      1.0o2  \  182 

=  368.8  X. 03233  =11.9:5. 
/J=  11.93  (30  +  25)  ((?- 62.85)2 X  10-5 kw.  per 
mile  per  conductor 
=  656  (e  — 62.85)2X  10~5  kw.  per  mile  per 

conductor 
=  1968  (e-62.85)-X10-5  kw.  per  mile  per 

three  conductors 
=  1.998  (c-62.85)-  kw.  3  cond.  101.5  mi. 

c'»  =  2.303  gviihr  logia-efi.  kv.  to  neut. 
r 


;hi.  =  0.82  assumed 

r„  =  2.303X80.5X0.82X0.19X2.98137 
=  86.2  kv.  to  neutral 
86.2X1.732=149.3  kv.  between  cond. 

The  results  of  this  calculation  are  set  forth  in 
Table  IX. 

In  Table  X  is  found  the  net  corona  loss; 
i.e.,  the  measured  loss  minus  the  transformer 
losses  and  I-R  line  loss,  also  the  calculated 
corona  loss  for  the  average  of  the  high- 
voltage  potentials  at  the  two  ends  of  the  line. 
This  is  about  as  near  as  we  can  come  to  the 
correct  calculated  value  without  resorting  to 
a  great  deal  of  refinement,  perhaps  more 
than  is  warranted  under  the  circumstances. 

In  Fig.  12  the  net  corona  loss  curve  and 
the  calculated  cun'e  are  compared.  It  will 
be  noted  that  there  is  a  very  fair  agreement 
between  these  two  cur\'es.  In  general,  it  will 
be  found  that  the  measured  cur\'es  show  a 
more  abrupt  bend  in  the  lower  part  of  the 
cur\'e  and  are  straighter  in  the  upper  part 
than  are  the  calculated  curves. 

An  interesting  feature  of  the  tests  is  the 
fact  that  the  charging  current  and  the  rise 
in  voltage  along  the  line  measure  considerably 


426     Mav,  1020 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  .5 


greater  than  shown  by  calculation.  For 
example,  in  Test  42  at  21)0  kv.  high  voltage 
(i.e.,  low  voltage  multiplied  by  ratio),  the 
charging  current  proper  for  the  lOl.o-mile 
line  from  Junction  Dam  to  Grand  Rapids 
tests  about  39  amp.  while  calculation  gives 


1 — 1  1  1  1  1  '  1 — 1  I  1  1     1  1  1  1  1  1  I  1 1  1  1  ■     .  1  ■ 

lit 

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jlxil 

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1    5* 

J    ^ 

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fW 

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.     .h+Ih  infill  M-I-        i    W 

inductance.  For  instance,  if  the  radius  of 
the  conductor  is  assumed  to  be  increased  from 
0.19  in.  (the  true  radius)  to  l.OI  in.,  then  the 
capacitance  will  be  increased  from  1.322X 
lfl~*  to  1.7oX10~^  farads  and  the  inductance 
will  be  decreased  from  219X10"'  to  177.8X 

TABLE  X 
Conditions  of  Test  42 


so      100      /20     MO     ibo     /SO     zoo     zzo     ztc 

ton  Vo/to^e  Kv  ot  Junction  (Hi^h  Vo/toge  Squiva/ent; 


Kv. 

Total 
Loss 
From 
Test 
Kw. 

Trans. 

Loss 

Junction 

Kw. 

Trans. 

Loss 
Grand 
Rapids 

Kw. 

1-R 
Line 
Loss 
Kw. 

100 

60 

25 

24 

12 

110- 

75 

30 

29 

13 

120 

110 

34 

35 

16 

130 

190 

40 

41 

18 

140 

675 

46 

48 

oo 

1 .50 

1.525 

52 

oo 

28 

KiO 

2500 

58 

63 

38 

170 

3560 

66 

72 

50 

ISO 

4680 

(  o 

82 

63 

I'.MI 

5!100 

86 

97 

76 

l.>()() 

7000 

98 

113 

91 

L'lO 

SI  30 

113 

133 

108 

220 

'.1250 

133 

J 1. 

160 

125 

1 

G 

-" 

S 

9 

Calc.  Corona 

Kv. 

Total 
Trans, 
and 
Line 
Loss 

Net  Corona 

Loss 

Col.  2 -Col.  6 

Kw. 

Calc. 

Corona 

Loss 

Kw. 

Loss  with 

AvK.  of 

H.V.  Potentials 

at  Boih 

Ends  of 

0 

0 

Line  Kw. 

inn 

61 

0 

no 

72 

3 

1 

1 

120 

S5 

25 

S3 

111) 

l.JO 

'.•;i 

91 

297 

375 

141) 

116 

559 

628 

780 

i.-.o 

135 

1390 

1127 

1350 

ItiO 

159 

2341 

1742 

2060 

170 

188 

3372 

2497 

29(H» 

ISO 

220 

4460 

3360 

3925 

liU) 

259 

5641 

43,SS 

51(X) 

200 

302 

6698 

5540 

6375 

210 

3.54 

7776 

6830 

7825 

220 

4  IS 

SS32 

S220 

9300 

Fig.  12.      Curves  of  Comparison  of  Measured  and  Calculated  Corona  Loss 


about  29. (J  amp.  I'^or  the  same  test  at  ISO 
kv.  high  voltage  the  rise  in  voltage  along  the 
line  from  Junction  Dam  to  Grand  Rapids 
tests  4300  volts  and  calculates  onlv  about 
(iOO  volts. 

These  discrepancies  ma\-  be  reconciled  b\- 
assuming  that  the  corona  has  the  effect  of 
increasing  the  size  of  conductor  thereby 
increasing  the  cajjacitancc  and  decreasing  the 


10"'  Henrys  for  the  Htl.o-mile  line.  Tlic 
charging  current  will  then  calculate  39  anij). 
and  the  rise  in  voltage  3200  volts  for  the 
conditions  mentioned  in  the  preceding  i)ara- 
graph.  That  such  an  effect  takes  jilacc  seems 
reasonable,  when  it  is  considered  that  corona 
is  caused  by  the  air  surrounding  the  con- 
ductor breaking  down  and  becoming  con- 
ducting. 


427 


The  Alternating-current  Network  Protector 

By  H.  C.  Stewart 
Transformer  Engineering  Department,  General  Electric  Company 

Distribution  of  alternating  current  from  a  network  fed  by  a  few  large  transformers  offers  decided  advantages 
in  improved  continuity  of  service,  reduced  losses,  better  regulation,  etc.,  over  the  common  system  of  distribu- 
tion where  a  great  number  of  small  transformers  arc  used,  each  feeding  a  comparatively  short  independent 
secondary  circuit.  One  factor,  however,  has  prevented  the  general  adoption  of  alternating  current  networks, 
namely,  there  is  a  chance  that  an  internal  failure  in  one  transformer  may  impose  an  overload,  besides  the  short 
circuit  current,  on  the  adjacent  transformer,  thereby  blowing  the  primary  fuse.  This  action  will  progress  from 
transformer  to  transformer  until  the  entire  system  is  disconnected.  The  device  described  in  this  article  has 
been  developed  to  overcome  this  difficulty.  It  has  been  in  use  for  a  number  of  years  on  the  large  network 
systems  in  New  York  City  and  its  operation  has  proved  entirely  satisfactory. — Editor. 


The  advantages  of  ring  and  network  dis- 
tribution in  connection  with  direct  current 
systems  are  well  known.  The  same  important 
advantages,  namely,  continuity  of  service  and 
decreased  cost  of  the  distribution  system  for 
given  regulation  and  loss,  can  be  realized  in 
alternating  current  network  systems  supplied 
by  transformers,  if  the  transformers  arc 
equipped  with  the  a-c.  network  protector. 

Contrasting  the  usual  a-c.  distribution 
system  with  the  a-c.  network,  the  former  has 
a  great  number  of  small  transformers,  each 
feeding  a  comparatively  short  independent 
secondary  circuit,  while  in  the  network  a 
much  smaller  number  of  transformers  of 
larger  individual  capacity  supply  an  inter- 
connected secondary  system  covering  a  large 
area.  Because  of  the  diversity  of  sennce  in 
this  large  area  it  is  usually  possible  to  con- 
siderably reduce  the  total  installed  trans- 
former kv-a.  The  reduction  in  cost  due  to 
the  smaller  kv-a.  and  the  lower  cost  per  kv-a. 
of  the  larger  transformers  will  about  cover 
the  cost  of  additional  equipment  required  in 
the  network  to  make  the  system  workable. 
The  advantages  resulting  from  network 
operation — improved  continuity  of  service, 
lower  losses,  better  regulation,  etc. — are  thus 
clear  gain.  Temporary  overloads  or  short 
circuits  which  would  interrupt  service  on  a 
local  independent  circuit  will  not  often  affect 
the  network,  as  there  is  sufficient  capacity 
to  carry  the  overload  and  generally  to  burn 
off  any  short  circuit  which  takes  limited 
energy. 

One  deficiency  only  has  prevented  the  wide 
use  of  the  a-c.  networks.  Regardless  of  how 
the  transformers  may  be  fused  there  is  always 
the  possibility  of  an  internal  failure  in  one 
transformer  throwing  an  overload,  in  addition 
to  the  short  circuit  current,  on  the  adjacent 
transformer,  whose  primary  fuses  may  blow. 
This  action  will  contintie  progressively  until 
the  entire  system  is  disconnected  from  the 
feeders  by  blown  fuses.     The  development 


of  a  satisfactory  static  device  which  would 
eliminate  this  difficulty  renders  the  a-c.  net- 
work practical.  The  General  Electric  Com- 
pany has  developed  stich  a  protective  device 
under  patents  granted  to  Messrs.  Sprong  and 
McCoy. 

Description  and  Theory  of  Operation 

The  protector  is  a  transformer  device  with 
three  sets  of  windings  connected  as  shown 
in  Fig.  1.  Two  of  these  windings  magnetically 
oppose  each  other  and  the  third  is  arranged  so 
that  its  magnetic  action  is  neutralized  by  the 
division  of  current,  so  that  when  operation  is 


VW  DIrec  ti'on  or  Winding 
— ^  Direction  of  Current 


Fig. 


Load 

Connections  of  Network  Protector 


normal  there  is  practically  no  magnetization 
of  the  protector  core. 

One  winding  A  is  in  series  with  one  of  the 
high  tension  lines  supplying  step-down  trans- 
former T .  The  second  winding  of  two  parts, 
B  and  C,  is  connected  in  series  with  the  low 


428     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


tension  lines  feeding  to  the  network  (the 
neutral  of  the  low  tension  winding  of  the 
transformer  T,  if  used,  is  brought  directly  to 
the  neutral  of  the  network).  The  ratio  of 
turns  between  the  two  windings  A  and  B-C  is 
such,  and  the  coils  are  so  wound  and  con- 
nected, that  the  core  is  not  magnetized. 


Fig.  2.     .SO-kv-a.  Subway  Transformer  Fitted 
with  Network  Protector 


However,  the  low  tension  current  passing 
through  windings  B  and  C  passes  into  the 
middle  point  of  the  ])arts  D  and  E  of  the  third 
winding.  It  will  be  noticed  that  the  current 
divides  in  passing  through  these  windings  so 
that  the  magnetic  action  of  these  windings  is 
also  neutralized.  The  ends  of  windings  D  and 
E  are  connected  by  fuses  to  the  low  tension 
network.  There  is  no  e.m.f.  developed  in  the 
windings  D  and  E,  since  there  is  no  magnetism 
in  the  core  under  nonnal  operating  conditions; 
consequently  there  will  be  no  flow  of  current 
through  the  local  circuits  rci:)rescnted  by  the 
windings  D  and  E  and  the  two  fuses  con- 
necting the  ends  of  these  windings  to  the 
network. 

Now,  should  a  fault  de\'elop  in  transformer 
T  it  will  draw  a  very  heavy  current  from  the 
line  through  fuses  FF'  and  protector  winding 
A.     At  the  same  time  a  heavy  current  will 


be  fed  back  into  the  transformer  from  the 
network  through  the  windings  B  and  C  of 
the  protector.  This  current  is  reversed  to 
normal  operation  so  that  there  is  no  longer 
magnetic  opposition  between  windings  .4 
and  B-C.  The  protector  core  is  immediately 
magnetized  and  a  heavy  current  flows  in  the 
local  circuits  of  the  third  winding  D  and  E 
through  the  fuses.  Even  though  the  high 
voltage  fuses  FF'  are  blown,  this  heavy  cur- 
rent through  the  low  voltage  fuses  continues 
because  of  the  transformer  action  between  ■ 
the  windings  B-C  and  D-E.  In  a  ver>'  short 
time  inter\-al  the  circulating  current  through 
the  fuses  blows  them  and  disconnects  the 
transformer  T  from  the  low  tension  network. 
The  action  of  blowing  the  low  tension  fuses 
as  described  in  this  paragraph  takes  place 
instantaneously  and  seemingly  simultaneously 
with  the  blowing  of  the  primapi^  fuses  FF'. 

The  windings  of  the  protector  are  of  vcr\- 
low  resistance  and  consequently  the  effect 
on  the  regulation  of  the  circuit  is  negligible. 

Construction  and  Application 

A  protector  is  required  for  each  trans- 
former in  the  network,  so  that  it  is  desirable 
to  make  the  protector  a  part  of  the  step- 
down  transformer. 

In  order  to  isolate  the  protector  from  the 
oil  in  the  main  transformer  and  thus  elimi- 
nate damage  which  might  result  from  explo- 
sion of  fuses  over  oil,  it  is  placed  in  a  separate 
box  on  top  of  and  forming  a  part  of  the  trans- 
former cover.  The  top  of  the  protector  case 
is  seeurel\-  closed  b>-  a  clamped  cover  which 
has  a  glass  window  for  inspection  of  the  fuses. 

The  device  has  been  commercially  developed 
for  50  and  100-kv-a.  (iO-cyclc  subway  trans- 
formers for  standard  voltages,  and  is  made  an 
integral  part  of  the  transformer.  Fig.  2  shows 
a  .jO-kv-a.  subway  transformer  equipped  with 
the  network  protector. 

Alternating  current  network  systems  have 
not  been  extensively  used  in  the  past,  but  the 
present  trend  of  engineering  opinion  indicates 
that  they  arc  being  viewed  more  favoralih', 
even  if  expensive  oil  switches  and  relays  are 
re(|uired.  The  a-c.  network  protector  success- 
fully meets  all  requirements  and  should 
encourage  the  general  use  of  a-c.  networks. 
The  Brooklyn  Edison  Company  and  the 
United  Electric  Light  Company  of  New 
York  City  have  had  a-c.  networks,  using  this 
device,  in  successful  operation  for  a  number 
of  years,  and  the  performance  of  the  network 
protector  on  these  systems  has  proved  that  it 
functions  entirely  satisfactorily. 


429 


Alternating-current  Lightning  Arresters 

By  V.  E.  Goodwin 
Lightning  Arrester  Engineering  Department,  General  Electric  Company 

For  a  number  of  years  the  standard  form  of  lightning  arrester  has  been  the  electrolytic  cell.  This  cell  has 
a  high  discharge  rate  and  high  electrostatic  capacity  and  is  ideal  for  large  power  stations  where  attendants  are 
on  hand  to  look  after  the  charging,  etc.,  that  is  required.  A  more  recent  form  of  lightning  protector  is  the  oxide 
film  arrester.  The  electrostatic  capacity  of  this  cell  is  lower  than  that  of  the  aluminum  cell  and  from  laboratory 
data  the  latter  would  appear  to  possess  better  qualities  for  protection,  but  in  actual  service  the  relative  merits 
are  more  nearly  equal.  The  oxide  film  arrester  requires  no  attention  and  hence  is  more  suitable  for  isolated 
installations.  Neither  of  these  arresters  offer  protection  against  high  frequency  surges,  and  therefore  it  has 
been  necessary  to  develop  a  device  known  as  the  high  frequency  absorber,  which  consists  of  a  static  condenser 
connected  in  series  with  a  resistance.  High  frequency  absorbers  are  installed  as  auxiliaries  to  the  lightning 
arresters  and  are  recommended  for  installation  on  busbars  on  the  important  stations  of  a  system. — Editor. 

The  purpose  of  this  paper  is  to  discuss  recent 
developments  in  the  art  of  protecting  moderate 
and  high  voltage  electric  stations  against 
lightning  and  other  high  voltage  phenomena. 

Abnormal  voltages  which  are  dangerous 
to  electrical  apparatus  are  of  two  general 
classes:  First,  those  which  exceed  the  test 
voltage  of  the  apparatus.  These  may  be 
either  high  or  low  frequency  disturbances  or 
single  impulses.  Second,  those  of  high  fre- 
quency and  low  voltage  which  by  virtue  of 
their  rapid  changes  of  potential,  may  build  tip 
to  dangerous  values  in  indtictive  apparatus. 

For  the  first  class  of  these  disturbances  it  is 
necessary  to  have  an  arrester  which  operates 
instantly  upon  any  abnonnal  rise  in  voltage 


and  which  has  sufficient  discharge  rate,  or 
conductance,  to  dissipate  the  energy  of  the 
disturbance  at  a  rate  which  is  faster  than  it  is 
generated  and  delivered  at  that  point  in  the 
circuit.  This  question  of  discharge  rate  is 
one  which  is  often  overlooked  in  selecting 
arresters  for  a  particular  ser\-ice.  Many 
people  assume,  when  they  see  an  arrester 
spark  over  frequently,  that  the  arrester  is 
doing  a  lot  of  good  work.  Possibly  it  is,  but 
sensitiveness  is  only  one  requisite,  which  by 
itself  is  of  no  merit  since  without  discharge 
rate  the  excess  voltage  would  not  be  relieved. 
For  the  past  twelve  years  the  aluminum,  or 
so-called  electrolytic  "lightning  arrester  has 
been  the  standard  fonn  of  protector  for  large 


Fig.  1.  Aluminum  Cell  Lightning  Arrester 
for  Indoor  Service,  3000-5000  Volts 


Fig.  2.      Aluminum  Cell  Lightning  Arrester  for 
Outdoor  Service,  50,000-73,000  Volts 


430     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


stations.  This  type  of  arrester,  due  to  its 
film  or  valve  action,  combined  with  its  high 
electrostatic  capacity  per  cell,  has  character- 
istics which  are  ideal  for  this  ser\-ice.  This 
film  or  valve  action  of  the  cells  limits  the 
passage  of  energy'  current  at  normal  voltage 
to  a  small  value.  If  the  voltage  tends  to  rise 
to  abnormal  values,  the  current  increases 
rapidly;  thus  the  cells  act  as  a  barrier  to 
normal  voltage  but  as  a  virtual  short  circuit 
to  the  abnormal  part  of  any  excess  voltage 
disturbance.  By  this  action  the  aluminum 
cell  tends  to  automatically  keep  the  voltage 
below  a  predetermined  critical  voltage  at 
which  the  apparatus  can  be  safely  operated. 

The  high  electrostatic  capacity  of  the  alumi- 
num cell  is  a  highly  desirable  characteristic 
of  a  lightning  arrester  as  it  provides  a  ready 
means  for  absorbing  the  energy  of  any  high 
frequency  or  steep  wave  front  disturbance, 
and  it  also  tends  to  modify  the  wave  form  of 
impulsive  voltage  disturbances  so  as  to  render 
them  less  harmful  to  the  system. 

A  more  recent  development  in  this  field 
of  protection  is  the  oxide  film  arrester,  pre- 
viouslv  described  in  the  technical  press, 
(A.  I.'E.  E.,  June  191S,  and  G.  E.  Review). 
This  arrester  has  many  of  the  characteristics 
of  the  aluminum  type;  namely,  the  cellular 
construction,  the  film  or  valve  action, 
and  the  high  electrostatic  capacity. 
»  While  possessing  these  similar  features  the 
two  types  differ  materially  in  details  as  well 


as  in  operation.  The  cells  of  the  aluminum 
arrester  consist  of  aluminum  cones  or  trays, 
partially  filled  with  electrolyte  which  forms  a 
film  of  aluminum  oxide  on  the  active  surface  of 
the  aluminum  when  current  is  passed  through 


Fig.  3.     An  Element  of  the  Oxide  Film  Arrester 

the  cells.     These  cells  are  immersed  in  a  tank 
of  oil  for  cooling  and  insulating  purposes. 

The  cells  of  the  oxide  film  arrester  arc  self- 
contained  and  consist  of  two  metal  electrodes 
securely  clamped  to  a  porcelain  spacer.    The 


i 


Fig. 


4.     Oxide  Film  Lightning  Arrester  for 
Indoor  Service,  S000-7S00  Volts 


Fig.  5. 


Oxide  Film  Lightning  Arrester  for  Outdoor  Servicr, 
50,000-73,01)0  Volts 


ALTERNATING-CURRENT  LIGHTNING  ARRESTERS 


431 


inside  surface  in  the  metal  electrodes  are 
coated  with  thin  insulating  films.  Between 
these  two  films  is  the  active  material  con- 
sisting of  a  special  grade  of  lead  peroxide. 
(See  Fig.  3.) 

The  relative  film  action  of  the  two  types  is 
theoretically  dependent  on  the  thickness  of  the 
films  and  the  quality  of  the  active  materials 
used  in  the  cells.  In  practice,  the  critical 
film  voltage  in  the  aluminum  cell  is  somewhat 
more  sharply  defined  than  in  the  oxide  film 
cell,  but  it  is  more  variable  due  to  the  dis- 
solution of  the  aluminum  film. 

As  regards  the  values  of  electrostatic  capac- 
ity it  is  worthy  of  note  that  in  the  present 
designs  the  capacity  of  the  aluminum  cell  is 
greater  than  that  of  the  oxide  film  cell.  While 
this  is  a  question  of  relative  plate  areas  and 
thickness  of  the  film,  it  is  doubtful  if  the  ca- 
pacity of  the  oxide  film  cell  can  ever  be  made 
as  great  as  that  of  the  present  aluminum  cell. 


fft 


and  more  important  stations  where  skilled 
attendants  can  look  after  the  charging  of  the 
films  and  give  the  daily  attention  necessary 
with  this  type.  Actual  operating  experience 
is  the  real  criterion  in  determining  the  value 
of  any  lightning  protective  device;  hence  the 
actual  defines  of  these  fields  of  application  will 
have  to  be  determined  from  more  extensive 
experience  by  operating  engineers. 

A  design  feature  of  particular  interest  in 
these  two  types  of  arresters  is  the  use  of  a  new 
line  of  interchangeable  insulators  for  outdoor 
service.  (Fig.  C.)  There  are  five  sizes  of 
insulators  used  for  ratings  7500  to  73,000 
volts.  The  caps  and  pins  have  similar  drill- 
ings and  are  accurately  jigged  so  that  all 
insulators  in  a  class  are  identical  and  all 
classes  are  interchangeable.  This  arrange- 
ment is  particularly  advantageous  for  use  on 
apparatus  which  is  to  be  operated  at  various 
altitudes    or    in    other    places    where    extra 


Fig.  6.      Interchangeable  Insulators  for  Use  With  Lightning  Arresters  Located  Out-of-doors 


In  comparing  the  two  arresters  from  a 
protective  standpoint,  we  have  two  sources 
of  data;  namely,  laboratory  tests  and  actual 
service  experience.  The  data  from  each  of 
these  sources  seem  to  indicate  that  both  of 
these  types  are  superior  to  any  other  scheme 
of  protection  yet  devised.  In  laboratory  tests 
the  aluminum  arrester  shows  up  better 
apparently  on  account  of  its  higher  electro- 
static capacity.  After  four  years  of  experi- 
ence with  the  oxide  film  arrester  in  actual 
service  at  from  2300  to  73,000  volts,  there 
does  not  seem  to  be  as  great  a  difterencc  in 
protective  qualities  as  would  be  indicated  in 
the  laboratory  tests. 

Looking  at  the  problem  from  a  practical 
standpoint  it  would  seem  that  the  two 
arresters  would  fill  a  somewhat  similar  field. 
The  oxide  film  type  is  better  suited  to  the 
smaller  stations  where  there  are  few  or  no 
skilled  operators  in  attendance,  while  the 
aluminum  type  will  be  installed  at  the  larger 


insulation  is  desired,  as  it  is  simply  necessary 
to  select  insulators  having  the  desired  factor 
of  safety  and  substitute  them  in  the  standard 
design  without  any  change  in  fittings. 

Both  the  aluminum  and  oxide  film  types  for 
a-c.  service  are  equipped  with  series  sphere 
gaps  to  prevent  rapid  deterioration.  This 
arrangement  limits  their  operation  to  dis- 
turbances having  voltages  sufficient  to  dis- 
charge these  sphere  gaps.  These  include  all 
high  and  low  frequency  disturbances  of  volt- 
ages in  excess  of  the  spark  potential  of  the 
gaps.  The  sphere  gaps  introduce  the  shortest 
known  spark  lag;  consequently  the  arresters 
thus  equipped  are  best  suited  to  handle  steep 
front  impulses  which  are  so  dangerous  to  the 
insulation  on  induction  windings  of  apparatus. 

For  the  second  class  of  dangerous  dis- 
turbances mentioned  above,  namely,  high 
frequency  low  voltage,  it  is  necessary  to 
use  some  form  of  protection  which  does  not 
depend    entirely    on    the    princijile    of    over. 


432     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


voltage  for  its  operation  and  which  con- 
sequently does  not  have  a  series  gap.  Its 
function  should  therefore  be  to  separate  and 
absorb  the  energy  producing  the  high  fre- 
quency disturbance. 

The  high  frequency  absorber  illustrated  in 
Figs.  7  and  8  has  been  developed  to  meet 
this  condition.  The  device  consists  of  a  static 
condenser  with  a  series  resistance.  The 
condenser  acts  as  an  automatic  relief  valve 
for  high  frequencies  and  the  resistance  as  a 
means  of  absorbing  the  energy  which  is  tend- 
ing to  produce  these  oscillations.  They  are 
so  designed  as  to  pass  only  small  leakage  cur- 
rent at  normal  frequency.     If  the  frequency 


/ 


Z  = 


^  V27r  fC/ 


i?  100  C  .01  microfarads/ =60  cycles. 

Then  Z  at  normal  frequency  =  265,000  ohms. 
At  13,200  volts  the  current  at  60  cycles  would 
be  .05  amperes  and  the  energy-  absorbed  b%- 
the  series  resistance  would  be  .05- X 100  = 
.25  watts  per  second. 

For  comparison,  let  us  assume  that  the 
frequency  be  suddenly  increased  to  100,(M)() 
cvcles,  the  other  factors  remaining  constant. 

Then  Z=1SS  ohms. 
At  13,200  volts  the  current  at  100,000  cycles 
would    be    70.3    amperes    and    the    energy- 


Figs.  7  and  8.     High  Frequency  Absorber.  15.000-25.000  Volts 


should  increase  from  some  extraneous  source, 
such  as  an  arcing  ground,  the  current  through 
the  device  would  tend  to  increase  nearly  in 
proportion  to  the  frequency  if  the  energy 
supplying  this  condition  were  not  limited. 
This,  fortunately,  is  the  case,  as  the  high  fre- 
quency energ>'  is  limited  in  value.  Hence  as 
the  current  through  the  condenser  and  scries 
resistance  increases,  the  resistance  absorbs  the 
energy  and  dampens  the  oscillations,  thus  ren- 
dering them  less  dangerous  to  the  system. 

The  action  of  the  high  frequency  absorber 
as  described  above  can  be  better  understood 
from  a  study  of  the  following  calculations  of 
an  actual  design. 

The  impedance  of  a  condenser  with  a  series 
resistance  is 


absorbed  would  be  70.3- X  100  =  494.000  watts 
per  second. 

The  high  frequency  absorbers  are  installed 
as  auxiliaries  to  aluminum  and  oxide  film 
arresters  and  arc  usually  recommended  for 
installation  on  the  busbars  of  the  more  impor- 
tant stations  of  the  system.  The  high  fre- 
quency absorber  illustrated  in  Fig.  7  has  been 
developed  for  ser\ice on  \oltage  from  75(X)  to 
25,000. 

These  high  frequency  low  voltage  disturb- 
ances are  most  serious  on  moderate  voltage 
systems.  ]>artic\ilarl\-  those  where  the  voltage 
is  stepped  down  from  high  voltage  transmission 
circuits.  On  the  higher  voltage  transmission 
circuits  the  long  lines  seem  to  act  as  absorl>ors 
and  to  dampen  out  these  disturbanct>s. 


433 


Metallic  Resistor  Electric  Furnaces  for  Heat 
Treating  Operations 

By  E.  F.  Collins 
Engineer,  Industrial  Heating  Department,  General  Electric  Company 

The  advantages  of  the  electric  furnace  for  heat  treating  are  well  known.  Uniform  heat  distribution  and 
automatic  temperature  control  are  the  most  important  factors.  The  furnaces  described  in  this  article  differ 
radically  from  the  ordinary  laboratory  furnaces  both  in  construction  and  in  operating  characteristics.  The 
heating  element  consists  of  bare  metallic  ribbon  uniformly  discributed  over  the  interior  of  the  furnace.  The 
ribbons  are  exceptionally  heavy  and,  being  unmuffled,  radiate  the  heat  direct,  the  resistor  therefore  remains 
at  a  lower  temperature,  produces  quicker  healing,  and  is  much  more  sensitive  to  temperature  regulation  than 
the  muffled  or  screened  furnace.  The  sensitive  automatic  heat  control  and  high  rate  of  heat  delivery  to  the 
charge  insure  high  termal  efficiency.  The  illustrations  show  several  different  types  of  these  furnaces  of  both  the 
vertical  and  horizontal  form. — Editor. 


There  exists  today  a  growing  demand  for 
heat-treating  equipment  of  large  capacity. 
A  considerable  demand  comes  from  manu- 
facturers of  automobile  parts,  such  as  gears, 
crankshafts,  bearings,  axles,  etc.,  which  are 
produced  in  large  quantities,  and  all  of  which 
require  heat  treatment.  Many  tons  of  steel 
are  heat-treated  each  day;  therefore  the 
demand  for  furnaces  of  large  productive 
capacity  and  high  efficiency. 

Electric  furnaces  have  long  been  recognized 
as  ideal  for  this  purpose,  but  until  the  last 
few  years  they  have  not  been  available  in  such 
size  and  of  such  rugged  design  that  they  could 
be  considered  for  carrying  unassisted  the  regu- 
lar production  load. 

In  a  paper  on  "Electric  Heating  of  vSteel," 
presented  at  the  American  vSteel  Treaters' 
Society  meeting  at  Chicago  last  September,  I 
described  some  vertical  electric  furnaces  which 
were  used  for  a  j'ear  or  more  preceding  the 
armistice  for  heat-treating  gun  forgings. 
In  this  paper  the  method  of  control,  and  tlie 
general  characteristics  and  advantages  of  this 
type  of  furnace  were  discussed. 

It  is  therefore  unnecessary  to  again  describe 
the  furnaces  in  detail;  but  since  it  is  the 
purpose  of  this  paper  to  recount  some  things 
which  have  been  accomplished,  to  give 
some  results  of  operation  and  describe  the 
application  of  the  furnace  in  several  forms  to 
the  problems  of  heat  treating,  it  is  desirable  to 
again  mention  some  of  the  salient  features 
of  the  furnace. 

This  type  of  metallic  resistor  furnace 
entered  the  industrial  field  in  1917  and  19 IS, 
and  its  use  has  been  attended  with  unusual 
success  in  regular  manufacturing  production. 
It  was  first  tested  under  the  rigorous  con- 
ditions attending  gun-making  in  war  time,  and 
the  results  produced  were  phenomenal. 

A  basic  idea  incorporated  in  the  design  is 
the  location  of  the  resistor  ribbon,  unmufflcd. 


in  the  open  heating  chamber  so  that  it  can 
directly  radiate  the  heat  generated  within  it. 

These  ribbons  are  very  rugged  mechanically; 
they  are  sometimes  as  much  as  two  inches 
wide  by  one  eighth  inch  thick  and  are 
formed  into  loops.  They  are  supported  on 
refactory  insulating  members  projecting  from 
the  walls  of  the  heating  chamber,  the  body 
portion  of  the  support  being  imbedded  in  the 
wall. 

The  resistor  is  thus  free  to  deliver  its  heat 
by  radiation  to  the  charge  without  the  neces- 
sity of  first  forcing  the  heat  through  the 
walls  of  a  muffie,  as  has  been  the  practice 
in  most  metal  resistance  furnaces  heretofore 
constructed. 

In  order  to  force  heat  through  a  muffle 
at  high  rate  and  secure  rapid  heating  of  the 
charge,  a  high  temperature  gradient,  and 
therefore  high  resistor  temperature  are  neces- 
sary. Hence  the  unmuffled  furnace  has 
inherently  a  lower  temperature  resistor, 
produces  quicker  heating,  and  is  much  less 
sluggish  in  point  of  temperature  regulation 
than  the  muffied  or  screened  furnace  doing 
the  same  work.  The  unmuffled  furnace  uses 
direct  and  reflected  radiant  heat. 

The  outstanding  features  of  this  furnace 
are  more  rugged  resistors  (absorbing  more 
power  yet  resulting  in  a  low  temperature 
long-lived  resistor),  splendid  heat  distribution 
and  control,  and  high  thermal  efficiency  due  in 
part  to  sensitive  automatic  heat  control  and 
high  rate  of  delivery  to  the  charge.  A  large 
resistance  furnace  is  more  rugged  in  design 
and  is  inflnitely  more  dependable  in  operation 
than  the  small  laboratory  furnace  that  has 
heretofore  existed.  This  fact  has  been  well 
established  from  the  results  of  operation  in 
regular  production. 

Another  feature  is  that  heavily  heat- 
insulated  walls  with  at  least  9  in.  of  heat 
insulation    outside  a   4-in.    refractory    lining 


434     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


Fig.  2.     Section  of  Resistor  Ribbon  for 
Heat  Treating  Furnace 


Fig.  1.      Cross  Section  of  Cylindrical  Vertical  Furnace 
for  Heat  Treating  Gun  Forgings 


I 


Fig.  3.      Detail  of  Metallic  Resistor  and 
Support  for  Vertical  Furnace 


ELECTRIC  FURNACES  FOR  HEAT  TREATING  OPERATIONS 


435 


■ 

IJlf 

■  *^^g^ii.^^       '  ^  "^^i/a^r" 

.^i^^^^^Ih^                    ^j^^^^P^fl^Hjj^fe 

ii- 

Fig.  5.     War-time  Plant  for  Heat  Treating  Guns 


may  be  used,  and  gas  or  air  tightness  through- 
out may  be  maintained  by  the  use  of  an  outer 
casing.  This  contribiites  to  thermal  effi- 
ciency and  an  operating  chamber  from  which 
air  mav  be  cxchided,  or  in  which  a  gas  mav  be 
held. 


Fig.  4.      Showing  Interior  of  Furnace  of  Fig.  1  and 
Method  of  Supporting  Metallic  Resistor 

Fig.  1  shows  a  cross  section  of  a  cylindrical 
vertical  furnace  of  the  metallic  resistor  type 
used  for  the  heat  treatment  of  gun  forgings. 
Fig.  4  shows  an  interior  view,  and  Figs.  2  and 
3  show  the  details  of  construction.  Note  the 
thick  walls  of  heat  insulating  material,  the 
heavy  resistor  ribbon  and  the  outlet  stud 
extending  through  the  wall,  to  which  the  line 


connections  arc  made.     Note  also  the  welds 
at  the  ribbon  splice  and  at  the  terminal  studs. 

Fig.  5  shows  a  typical  war-time  plant  used 
for  heat  treating  gun  forgings.  It  consists  of 
four  furnaces  and  quench  tank.  Fig.  6  shows 
the  elevation  section  of  a  plant  consisting 
of  two  furnaces  and  quench  tank.  This 
plant  is  now  being  installed  in  Spain. 

All  these  furnaces  have  automatic  temper- 
ature control,  a  typical  control  board  being 
shown  in  Fig.  7.  The  instruments  which 
control  as  well  as  record  the  temperature  are 
shown  on  the  sub-bases  of  the  panels.  A 
temperature  control  chart  or  record  is  shown 
in  Fig.  8. 

A  very  complete  set  of  tests  were  run  on  an 
installation  of  these  vertical  furnaces,  the 
results  of  which  may  be  summarized  as 
follows : 

Heating  to  1450  deg.  F 
when  charged.  Furnaces  G 
24  ft.  high,  voltage  44U,  GO 
400  kw. 


Furnaces  hot 
ft.  diameter  by 
cycles,  capacity 


I    Charge 

Total  Weight 
Including  .Hold- 
ing Fixtures 

Energy  in 
Kw-hrs. 

12  3-in.  gun  tubes 

7  4-in.  gun  tubes 

3  4-in.  jackets 

21,900  lbs. 
22,300  lbs. 
21,700  lbs. 

1874 

1880 
2088 

Total 

65,900  lbs. 

5842 

436     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


Average  lbs.  per  kw-hr. 


Kw-hr.  per  ton 
Energy  cost  per  ton  at 


65.900 
■   5S42 
2000 


■11.25 


■  173 


■•  11.25 
1.0085  per  kw-hr.  =  SI. 52 

This  shows  what  may  be  done  with  the 
electric  furnace  in  moderate  scale  operations. 
The  time  required  to  heat  these  charges  was 
5H  to  6  hours,  and  the  maximum  diameter 
of  forgings  was  I6V2  inches.  The  furnaces 
were  24  ft.  high  by  (i  ft.  diameter  inside 
dimensions,  and  were  exactly  like  those  shown 
in  Fig.  5;  the  connected  load  being  400  kw. 
each.  The  ultimate  or  minimum  radiation 
from  test  was  found  to  be  70  kw.  The 
predicted  radiation  from  design  was  75  kw.,  a 
satisfactorily  close  agreement. 

The  actual  operating  results  for  the  four 
furnaces  for  the  month  of  October,  19 IS,  just 
before  the  armistice,  when  production  was  at 
the  maximum  rate,  including  both  hardening 


at  1450  deg.  F.  and  drawing  at  1150  deg.  F.. 
was  $2.76  per  ton  based  on  the  power  rate  of 
10.0085  per  kw-hr. 

The  specifications  for  drawing  did  not 
allow  the  charge  to  enter  a  'furnace  at  full 
drawing  temperature.  It  was  therefore  neces- 
sary to  cool  the  furnace  somewhat,  and  then 
raise  the  temperature  of  furnace  as  well  as 
charge.  It  was  also  required  that  the  charge 
be  held  at  the  drawing  temperature  for  several 
hours.  This  of  course  did  not  allow  of  the 
highest  efficiency  in  pounds  of  metal  heated 
per  kw-hr. 

If  work  at  250  deg.  F.,  to  be  drawn  at  1100 
deg.  F.  enters  a  furnace  at  1100  deg.  F.  a  yield 
of  approximately  24  lbs.  per  kw-hr.  would 
be  realized.    This  would  give: 


2000 


24 
1100  deg.  F. 


=  84  kw-hr.   per  ton  for  drawing  to 


Fig.  6.     Sectional  Elevation  of  Two  Heat  Treating  Furnaces  and  Quenching  Tank 


ELECTRIC  FURNACES  FOR  HEAT  TREATING  OPERATIONS 


437 


Fig.  7.      Control  Board  for  Automatic  Temperature  Control 

Therefore  .the  overall  operation  would 
require:  To  harden,  17S  kw-hr.  per  ton  for 
heating  to  1450  deg.  F.  To  draw,  84  kw-hr. 
per  ton  for  heating  to  1100  deg.  F.,  making 
a  total  of  2()2  kw-hr.  per  ton. 

The  cost  at  $0.0085  per  kw-hr.  will  be 
.1(2.23  per  ton.  The  cost  of  $2.76  per  ton 
actually  achieved  during  the  month  of  October, 
1918,  indicates  that  the  furnaces  were  handled 
exceptionally  well.  They  were  of  course 
operated  continuoush-  without   shutdown  of 


any  kind,  and  some  preheating  was 
done  by  putting  cold  charges  in  the 
cooling  pits. 

These  furnaces  were  in  fact  the  first 
to  be  built,  and  they  were  therefore 
\'ery  conservatively  designed.  They 
could  have  been  rated  600  kw.  insteatd 
of  400  kw.,  which  would  have  irt- 
crcased  the  output  and  efficiency  ami 
also  shortened  the  time  of  heating, 
since  the  radiation  loss  would  be  the 
same  in  either  case,  and  radiation  is 
the  only  loss  which  occurs  with  this 
type  of  furnace.  Strictly  speaking, 
this  loss  is  not  radiation,  but  part 
radiation  and  part  convection.  We 
speak  of  it  as  "radiation"  for  con- 
venience. 

They  are  made  air  tight,  and  there 
is  therefore   no  air   passing    through 
the  heating  chamber,  carrying  away 
heat  as  it  escapes.     This  accounts  for 
the  fact  that  there  is  practically  no 
scale  on  the  charge,  as  well  as  for  the 
ease  with  which  the  furnaces  can  be 
controlled,  because  in  the  absence  of 
air  currents  there  is  no  tendency  for 
the   heat   to   rise   toward  the  top  of 
the  furnace.     Heated  air  will  rise,  but  heat 
rays   will    pass    from    resistor    to    charge  by 
direct  radiation,   and  any   heat    distribution 
may  .be    maintained    indefinitely.      This    of 
course    is    in    accordance    wi.h    well    known 
physical  laws  for  radiant  heat,  but  it  is  in- 
teresting to  know  that  they  can  be  applied 
with  great  exactness  in  practice. 

Twenty-two  of  these  furnaces  for  harden- 
ing and  drawing,  with  a  total  rated  capacity 
of  7000  kw.,  were  built  during  the  war  period 


-  cffAffec  UNfro^'^Ly  HeATen- 


WtmHAHiiii- 


a, 


T 


Fig-  8.     Temperature  Chart  of  Electric  Heat  Treating  Furnace  Fitted  with  Automatic  Temperature  Control 


438     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


Fig.  9. 


Box  Type  Electric  Furnace  and  Control  Panel  Used  for  Hardening 
Punches.  Dies  and  Cutters 


for  the  manufacture  of  both  field 
and  naval  guns,  the  largest  being 
8  ft.  diameter  by  35  ft.  high,  with 
connected  load  of  700  kw.  Those 
shown  in  Fig.  6  are  now  under  con- 
struction and  are  about  the  same 
size.  There  is  at  present  also  under 
construction  a  furnace  10  ft.  G  in. 
diameter  by  105  ft.  high  with  a 
connected  load  of  2850  kw.,  in 
which  forgings  weighing  320,000 
lb.  may  be  readily  heat  treated. 

The  horizontal  furnace  is  better 
suited  to  much  industrial  heat 
treating,  the  use  of  vertical  fur- 
naces being  restricted  to  cases  where 
relatively  large  or  long  objects  are 
to  be  treated.  The  same  principles 
of  heating  hold  whether  the  furnace 
be  vertical  or  horizontal,  since  the 
metallic  type  of  resistor  windings 
may  be  applied  to  any  type  of 
furnace  chamber.  There  are  in 
operation,  or  in  process  of  installa- 
tion, a  large  number  of  furnaces 
in  various  forms  in  which  this  type 
of  heating  element  is  used. 

Fig.  9  shows  a  box  type  furnace 
with  its  control  panel  used  for 
hardening  punches,  dies,  and  cut- 
ters. Fig.  10  shows  a  small  car 
bottom  furnace  used  to  anneal  steel 
castings.  This  is  a  very  conven- 
ient form  for  annealing.     Several 


of  this  type  are  under  con- 
struction, one  of  the  largest 
which  is  to  be  installed  in 
France  for  annealing  tool  steel 
bars  being  17  ft.  long  by  8 
ft.  wide  and  rated  300  kw. 

Fig.  11  shows  two  rotary 
annular  ring  furnaces  for 
treating  gears  and  similar 
parts.  The  hearth  of  this 
furnace  revolves  about  the 
vertical  axis,  and  is  suspended 
on  ball  bearings  and  driven 
by  a  motor  through  a  worm 
gear.  Control  is  by  push 
button  or  foot  switch,  by 
means  of  which  the  table  may 
be  advanced  as  desired.  The 
mean  diameter  of  the  hearth 
is  about  5  ft.,  making  it  equal 
to  a  tunnel  furnace  15  ft. 
long.  The  motor  drive,  doors, 
counter  weights  and  foot 
operated  mechanism  are 
clearh-  shown. 


Fig.  10.     Car  Bottom  Furnace  fur  Annenling  Steel  Caslingt 


ELECTRIC  FURNACES  FOR  HEAT  TREATING  OPERATIONS 


439 


Fig.  11.     Rotary  Annular  Ring  Furnaces  for  Treating  Gears  and  Similar  Parts 


This  promises  to  be  a  very  popular  furnace 
for  small  parts,  such  as  gears,  taps,  drills,  etc. 
It  has  a  connected  load  of  60  kw.,  balanced 
three-phase  automatic  temperature  control, 
and  is  capable  of  turning  out  about  300  lb.  of 


Fig.  12.     Interior  View  of  Box  Furnace  Used  for  Carbonizing 


steel    per   hour   at    1500    deg.    F.    quenching 
temperature. 

Fig.  12  is  an  interior  view  of  two  box  fur- 
naces under  construction  showing  the  resistor 
windings  supported  on  the  wall.  These  box 
furnaces  are  used  for  carburizing. 
Another  type  of  vertical  furnace 
for  hardening  spindles  consists 
of  a  hearth  which  revolves  on  its 
vertical  axis, upon  which  is  mounted 
a  frame  of  non-oxidizing  metal  for 
holding  the  spindles  in  a  vertical 
position,  there  being  space  for 
about  40  spindles.  The  spindles 
are  put  in  and  taken  out  through 
two  holes  in  the  cover.  A  small 
movable  cover  operated  by  a  con- 
veniently placed  handle  covers 
both  holes  and  may  be  pushed 
aside  to  put  in  or  remove  the 
spindles;  but  only  one  hole  can  be 
uncovered  at  a  time. 

Fig.  13  shows  a  large  furnace 
with  flat  hearth  12  ft.  in  diameter 
which  has  been  in  use  for  several 
years  for  tempering  leaf  springs  for 
automobiles.  This  furnace  oper- 
ates  at    950    deg.  F.,  turning  out 


440     May,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  5 


O 


HE 


'--DC 


TJT  U-r 


=^=ft<; 


TF 


ELECTRIC  FURNACES  FOR  HEAT  TREATING  OPERATIONS 


441 


about  2000  lb.  of  springs  per  hour.  The  con- 
nected load  is  So  kw.  three-phase,  all  the 
heaters  being  mounted  in  the  arch. 

Since  this  furnace  operates  at  a  relatively 
low  temperature,  950  deg.  F.,  it  is  equipped 
with  so-called  low  temperature  heaters,  which 
consist  of  a  number  of  ribbon  wound  units 
mounted  on  cast-iron  frames,  in  general 
similar  to  Fig.  16.  This  furnace  is  doing 
excellent  work  and  in  large  quantity,  turning 
out  about  one  ton  per  hour,  as  stated  above. 
There  appears  to  be  great  promise  in  the 
application  of  air  drawing  ovens  for  heat- 
treated  parts. 

Figs.  14  and  ISshowaconveyorfumacewith 
automatic  quench  for  a  large  production  of 
relatively  heavy  parts,  such  as  cranks  and 
axles.  Note  that  there  are  heaters  in  the 
arch  as  well  as  on  the  side  walls.  These 
conveyors  are  shown  as  examples  of  standard 
fuel  furnace  equipment  which  may  be  em- 
ployed with  electrically  heated  furnaces. 
Such  furnaces  are  usually  designed  special, 
and  they  can  be  built  for  almost  any  tonnage 
desired. 

In  regard  to  temperature  distribution  and 
control,  it  mav  be  said  that  in  the  cvlindrical 


walls,  and  by  a  proper  arrangement  of  arch 
and  reflecting  walls,  as  shown  in  some  of  the 
illustrations. 


Fig.  15.     End  Elevation  of  Furnace  of  Fig.  14 

furnaces  this  distribution  is  perfect,  as  the 
entire  inner  surface  is  covered  by  the  resistors, 
all  of  the  same  size,  and  all  carrj'ing  the  same 
current.  This  condition  is  very  closely 
approached  in  a  hearth  furnace  by  locating 
resistors  in  the  arch  as  well  as  in  the  side 


Fig.  16. 


Low  Temperpture  Heating  Units  for  Fxirnace 
Shown  in  Fig.  13 


Automatic  temperature  control  saves  time 
as  well  as  power,  and  gives  a  constant  tem- 
perature; in  fact,  it  is  considered  essential 
to  successful  operation  and  is  always  fur- 
nished. 

Maintenance  so  far  as  resistors  and  refrac- 
tories are  concerned,  is  very  low,  since,  due  to 
automatic  control,  they  never  become  over 
heated  and  there  is  no  wear  or  abrasion  on 
refractories  except  on  the  hearth. 

The  resistors  are  designed  to  convert  a 
certain  number  of  watts  per  square  inch  into 
heat,  which  may  be  calculated  with  exactness, 
and  so  long  as  safe  working  limits  of  tem- 
perature and  rate  of  radiation  and  absorption 
are  not  exceeded,  the  resistors  are  absolutely 
dependable  and  practically  permanent. 

In  conclusion,  it  should  be  said  that  we  are 
indebted  to  the  manufacturers  of  ordnance, 
who  first  demonstrated  the  success  of  this 
type  of  furnace.  Their  optimism  lead  to 
the  installation  of  electric  furnaces,  which 
gave  us  an  opportunity  to  prove  that  our 
claims  were  correct;  and  there  was  inaugur- 
ated, to  undergo  the  stress  of  war  demands,  a 
type  of  furnace  for  heat  treating  steel  which 
will  be  found  equalh-  important  in  time  of 
peace  to  help  the  manufacturer  win  many 
of  his  industrial  battles. 


442     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


A  New  Type  of  Arc-welding  Generator 

By  S.  R.  Bergman 

Consulting  Engineer,  General  Electric  CoMP.\xy 

A  suitable  arc  is  essential  to  successful  arc  welding.  The  production  of  this  stable  characteristic 
requires  some  means  of  regulation.  Where  each  welder  is  furnished  with  an  individual  generator,  the  neces- 
sary regulation  is  best  effected  through  special  inherent  regulation  in  the  generator  itself.  The  machine 
which  has  been  developed  to  embody  this  characteristic  of  constant-energy  output  is  completely  described  in 
the  following  article. — Editor. 


A  large  amount  of  work  has  been  done  to  pro- 
duce direct-current  machines  having  inherent 
regulation;  i.e.,  having  certain  characteristics 
obtained  by  properties  of  the  windings  with- 
out the  use  of  any  external  regulators. 

The  simplest  and  most  successful  machines 
having  inherent  regulation  are  the  compound- 
wound  direct-current  generators  and  motors. 
The  compounding  may  either  be  acoimu- 
lative  (boosting)  or  differential  (bucking). 
Accumulative  compounding  is  used  to  main- 
tain a  constant  potential  in  shunt-excited 
generators.  It  is  also  applied  to  motors  in 
order  to  give  characteristics  lying  between 
those  of  the  shunt  and  the  series  motor. 
Differential  compounding  in  generators  pro- 
duces unstable  conditions  except  when  the 
generator  is  separately  excited.  This  latter 
condition  exists,  for  example,  in  a  form  of 
generator  which  is  often  used  for  charging 
storage  batteries  at  an  approximately  con- 
stant rate.  In  motors,  differential  compound- 
ing is  not  used  since  an  increase  of  the  load 
causes  an  increase  of  the  speed,  a  condition 
which  is  unstable. 

The  compound  winding  owes  its  success 
to  the  fact  that  it  can  be  applied  to  direct- 
current  machines  without  any  structural 
changes  whatever. 

There  are,  however,  a  great  many  problems 
in  direct-current  engineering  that  require 
motors  and  generators  having  inherent  char- 
acteristics which  compound  windings  cannot 
give.    While  a  large  number  of  attempts  have 


been  made  in  the  past  both  here  and  abroad 
to  produce  machines  of  such  inherent  regula- 
tion, none  of  these  attempts  have  met  with 
any  appreciable  success.  One  reason  for  this 
failure  lies  in  the  difficulties  arising  from 
commutation.  The  greatest  forward  step 
in  the  design  of  direct-current  machines  was 
the  introduction  of  commutating  poles,  which 
so  far  represents  the  most  powerful  method 
of  obtaining  perfect  commutation.  It  may 
therefore  be  expected  that,  no  matter  how  we 
otherwise  construct  direct-current  machines, 
the  solution  must  include  proper  means  for 
the  application  of  commutating  poles. 

Some  years  ago  the  writer  developed  a  new 
type  of  direct-current  generator  having  in- 
herent regulation  which  type  may  be  called 
"A  Direct-current  Machine  with  Dual  Mag- 
netic Circuits."  This  design  supplies  means 
for  obtaining  a  great  variety  of  character- 
istics and  in  this  article  the  electro-magnetic 
properties  of  an  inherently  regulated  arc-weld- 
ing generator  will  be  discussed.  This  recently 
standardized  type  of  generator  possesses  the 
characteristics  shown  in  Fig.   1.     Experience 


Amp 

Fig.  1.     The   Dnirable  Type  of  Voltage-current  Characteristic 
for  a  Single-operator  Arc-welding  Generator 


Fig.    2.      Elementary    Diagram    of    the    Conttant -energy    Arc- 
welding  Generator,  Showing  the  Paths  of  the  Magnetic 
Circuits  and  the  Poaition  of  the  Bruahe* 


A  NEW  TYPE  OF  ARC-WELDING  GENERATOR 


443 


has  demonstrated  that  these  are  the  char- 
acteristics desirable  in  the  single-operator 
type  of  arc-welding  generator. 

In  Fig.  1  the  open-circuit  potential  is  00 
volts  and  the  arc  voltage  is  20.  The  arc- 
current  is  designated  as  A  amperes;  and  the 


Series  Wind 


+  » 


Fig.  3.      Simplified  Diagram  of  the  Generator,  showing  the  Main 
and   Cross  Shunt    Windings   and  the   Tapped   Series    Field 
Winding  by  which  the  Voltage-current  Character- 
istic is  Varied  in  Accordance  with  Fig.  4 

generator  is  laid  out  in  such  a  manner  that 
this  current  can  be  set  or  adjusted  to  different 
values  depending  on  the  work  to  be  done. 
From  one  generator  the  following  arc-currents 
may  be  obtained  at  20  volts:  200,  175,  150, 
125,  100  and  75  amperes,  the  adjustment 
being  made  possible  by  a  system  of  taps  as 
will  be  explained  later. 

In  Fig.  2  is  shown  a  four-pole  field  structure 
and  an  armature  wound  for  two  poles.     In 


general  the  armature  should  be  wound  for 
half  the  number  of  poles  contained  in  the 
field.  In  standard  designs  of  direct-current 
machines  adjacent  poles  have  opposite  polar- 
ity, but  in  this  machine  the  poles  are  paired 
in  groups  of  the  same  polarity.     Thus  there 


60 

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fh 

Curve  A  Made  with  ZOO  Ampere  Connection 
Curve  BMadewith  175 Ampere  Connection 
Curve  C  Made  with  ISO  Ampere  Connection 
Curve  DModewith  125  Ampere  Connection 
Curve  CMode  with  100  Ampere  Connection 
Curve  F Mode  with  75  Ampere  Connection 

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0     10    40   60    SO    100  120  140  160  ISO  200  220  240  260  280  300 
Amperes 

Fig.     4.      Voltage-current     Characteristics     with     Various     Tap 
Connections  of  the  Series  Field  Shown  in  Fig.  3 


is  a  group  of  two  north  poles  followed  by  a 
group  of  two  south  poles,  etc. 

In  order  to  establish  a  working  theory, 
assume  that  the  flux  distribution  is  such  as 
shown  in  Fig.  2.  There  exist  two  fluxes  (/)m 
and  ^c  at  right  angles;  i.e.,  these  two  fluxes 
are  displaced  ninety  electrical  degrees  in 
space.  The  flux  </>,„  will  be  designated  the 
main  flux  and  the  flux  0^  the  cross  flux.  If 
the  excitation  of  the  main  poles  is  varied  and 


Fig.  5. 


A  Development  of  the  Diagram  in  Fig.  2,   showing  the 
Addition  of  the  Field  Windings 


.  6.      A  Further  Development  of  the  Diagrams  in  Figs.  2  and 
5,  showing  the  Addition  of  Commutating  Poles  and  the 
Use  of  an  External  Reactance 


444     Mav.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


at  the  same  time  the  excitation  of  the  cross 
poles  is  kept  constant,  we  obtain  a  change 
in  the  main  flux,  but  the  cross  flux  remains 
constant;  vice  versa,  if  the  excitation  of  the 
cross  poles  is  changed  and  the  excitation  of 
the  main  poles  held  constant,  then  the  cross 


Fig.  7.      Rear  View  of  Constant-energy  Arc-welding  Motor- 
generator  Set  Complete  with  Starting  and 
Control  Equipment 

flux  is  varied  and  the  main  flux  remains  con- 
stant. The  reason  for  this  independent  action 
of  the  two  fluxes  lies  in  the  fact  that  the  poles 
are  symmetricall)-  located  and  thus 
one  pair  of  poles  belonging  to  one 
magnetic  circuit  lies  at  points  of 
equal  magnetic  potential  with  ref- 
erence to  the  other  magnetic  cir- 
cuit. Exactly  the  same  reasoning 
may  be  applied  to  the  structure 
of  a  standard  commutating  pole 
machine  having  the  same  number 
of  commutating  poles  as  main 
poles.  In  the  commutating  pole 
machine  we  can  distinguish  two 
independent  magnetic  fluxes;  viz., 
the  main  exciting  flux  and  the  com- 
mutating flux.  These  two  fluxes 
are  absolutely  independent  of  each 
other  provided  that  no  saturation 
exists  in  those  parts  of  the  mag- 
netic structure  common  to  both 
fluxes;  viz.,  the  field  yoke  and  the 
armature  core. 

The  load  current  of  the  armature 
is  taken  from  the  two  brushes  .4 
and  C,  Fig.  2,  placed  in  neutrals 
located  between  poles  of  opposite 
polarity.  As  soon  as  the  armature 
is  loaded  an  armature  reaction  is 
built  up  which  reaction  may  be  resolved  into 
two  components  at  right  angles;  viz.,  OD  act- 
ing in  the  direction  of  the  main  poles  and  OE  in 
the  direction  of  the  cross  poles.  The  compon- 
ent OD  supports  the  main  flux  and  the  com- 


ponent OE  opposes  the  cross  flux.  The  main 
magnetic  circuit  is  so  designed  that  magnetic 
saturation  exists  and  the  component  OD. 
therefore,  cannot  force  any  more  flux  through 
this  circuit.  Hence,  the  main  flux  remains 
constant  independent  of  the  load.  The  cross 
magnetic  circuit,  however,  is  not  saturated; 
hence,  the  component  OE  blows  out  the  cross 
flux  which  thus  decreases  as  the  load  increases. 
If  a  third  brush  B  is  placed  in  the  neutral 
between  poles  of  the  same  polarity  it  is 
obvious  that  the  voltage  AB  remains  con- 
stant since  the  conductors  on  the  arc  AB  are 
cutting  a  constant  flux  at  a  constant  speed. 
Advantage  is  taken  of  this  fact  to  supply  the 
excitation  of  the  generator  from  these  two 
I)oints  which  possess  a  constant  difference 
of  potential  and  thus  secure  an  inherently 
stable  machine  at  all  loads.  The  diagram 
of  connections  for  this  shunt  excitation  is 
shown  in  Fig.  5. 

Referring  again  to  Fig.  2  it  may  be  observed 
that  the  voltage  BC  decreases  as  the  load 
increases,  since  the  conductors  over  the  arc 
BC  cut  at  constant  speed  a  flux  which 
decreases    as    the    load    increases.      Fig.    2 


Fig.  8.     Front  View  of  the  Wrldmg  Outfit  Shown  in  Fig. 
Mounted  on  a  Truck  for  Portable  Use 


shows  that  the  main  flux  and  the  cross  flux 
are  entering  the  armature  between  the 
brushes  .4  and  C  from  the  same  direction. 
Hence,  the  electromotive  force  is  induced  in 
the  same  direction  along  the  arc  AB  as  along 


A  NEW  TYPE  OF  ARC-WELDING  GENERATOR 


445 


the  arc  BC.     Therefore  voltage  AC^AB^ 
BC  volts. 

Since  the  voltage  AB  is  constant  and  BC 
decreases  with  the  load,  the  line  voltage  AC 
must  decrease  with  the  load.  The  generator 
is  designed  to  give  60  volts  at  no  load : 


hence 


AB  =  BC  =  :iO  volts 


AC  =  AB  +  BC  =  m  volts. 


At  a  certain  load  the  arraature  reaction  is 
just  strong  enough  to  counterbalance  the 
cross  excitation;  i.e.,  the  cross  flux  disappears. 
Then  neglecting  the  small  ohmic  drop  AC  = 
AB  =  30  volts.  As  the  load  increases  over  this 
\'alue  the  cross  flux  reverses  and  the  voltage 
BC  becomes  negative.  At  a  certain  current, 
200  amp.,  AC  =  AB+BC  =  S0-10  =  'H)  which 
is  the  arc  voltage. 

If  desirable  to  weld  with  a  smaller  current, 
a  series  winding  is  placed  on  the  cross  poles 
having  such  a  polarity  as  to  support  the  arma- 
ture reaction,  which  means  that  this  series 
field  opposes  the  cross  shunt.  This  series 
winding  is  shown  in  Fig.  5  and  is  sufficiently 
strong  to  limit  the  arc  current  to  75  amp. 
By  aid  of  taps  brought  out  from  the  series 
field,  the  number  of  active  turns  may  be 
varied  in  accordance  with  the  diagram  shown 
in  Fig.  3  and  anv  of  the  following  arc  currents 
can  be  obtained";  200,  175,  150,  125,  100  and 
75  amp. 

In  Fig.  4  are  shown  the  characteristic 
performance  cun-es  of  this  generator.  Each 
cun-e  corresponds  to  a  series  field  tap  (Fig. 3)  ■ 
viz., 

200  amp.  corresponds  to  tap  1 
175  amp.  corresponds  to  tap  2 
150  amp.  corresponds  to  tap  3,  etc. 

In  order  to  obtain  perfect  commutation,' 
commutating  poles  are  added  at  the  points 
A  and  C,  Fig.  6,  from  which  the  load  current 
is  taken.  At  the  point  B  there  is  no  need  of 
any  commutating  pole  since  from  this  brush 
only  a  very  small  current,  the  exciting  current, 
is  flowing  from  the  commutator.  Observation 
has  proved  that  by  aid  of  these  commutating 
poles  perfect  commutation  exists  even  at  the 
highest  loads.  In  Fig.  6  is  also  shown  a 
reactance  in  series  with  the  load.  Experience 
has  shown  that  it  is  easier  to  hold  a  steady 
arc  if  a  reactance  is  used  since  this  steadies 
the  current.  However,  expert  arc-welders 
can  weld  without  the  use  of  this  reactance 
but  it  is  a  part  of  the  standard  outfit  since 
it  has  been  found  desirable  for  general 
applications. 


The  full-load  speed  of  the  generator  is 
1750  r.p.m.,  this  speed  having  been  selected 
in  order  to  make  it  convenient  to  couple  this 
generator  to  a  four-pole  60-cycle  induction 
motor.  The  horse  power  of  the  motor  is  suffi- 
cient to  drive  the  generator  at  the  maximum 


Fig.  9.     Oscillogram  of  Arc  Voltage  and  Welding  Current  of 
a  Constant-energy   Generator  showing  That  the   Inter- 
action of  the  Voltage  and  Current  is  Instantaneous 


output.  In  Fig.  7  the  generator  is  shown 
direct  driven  by  a  standard  three-phase 
induction  motor,  complete  with  all  controlling 
equipment.  Fig.  8  shows  the  arc-welding 
outfit  arranged  for  portable  use. 

This  general  arrangement  enables  the 
manufacturer  to  produce  one  single  type  of 
arc-welding  generator  which  may  be  stocked 
like  any  other  standard  product.  With  a 
standard  induction  motor  or  a  standard 
direct-current  motor  it  will  form  an  arc- 
welding  set,  or  it  may  be  belt  driven,  which 
from  a  manufacturing  standpoint  gives  the 
least  possible  complications. 

The  generator  has  the  appearance  of  an 
ordinary  four-pole  machine  with  two  com- 
mutating poles.  Its  manufacture  therefore 
offers  no  new  problems,  standard  methods 
being  employed  throughout. 

A  thorough  and  extended  investigation 
shows  that  a  perfect  weld  can  be  produced 
by  aid  of  this  machine.  One  reason  for  this 
fact  lies  in  the  instantaneous  action  of  the 
voltage  and  currents  which  may  be  seen  from 
the  oscillograph  record  in  Fig.  9.  It  should 
be  borne  in  mind  that  the  regulation  of  this 
generator  is  mainly  produced  by  the  arm- 
ature itself.  Since  the  armature  is  the  seat 
of  the  induced  voltage,  it  is  obvious  that  if 
the  armature  itself  is  the  seat  of  the  regulating 
power  this  action  is  as  intimate  as  can  be 
obtained.    Experiments  have  also  shown  that 


446     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  5 


it  is  easy  enough  to  produce  a  machine  which 
for  a  steady  load  gives  proper  regulation 
(Fig.  1),  but  when  used  for  arc-welding 
absolutely  fails  due  to  slow  regulation.  Such 
machines  will  not  hold  the  arc  properly  and 
the  welds  produced  are  unsatisfactory. 

Another  advantage  of  this  generator  lies 
in  the  small  amount  of  power  necessary  for 


welding.  This  may  be  realized  from  the  fact 
that  a  73^-h.p.  motor  is  sufficiently  large  to 
take  care  of  the  highest  arc  output  which  is 
4  kw.  It  is  also  of  interest  to  note  that  when 
operating  from  an  alternating-current  system 
the  power-factor  is  high,  corresponding  to 
the  power-factor  of  the  induction  motor  used 
to  drive  the  generator. 


A  New  Type  of  Gathering  Locomotive 

By  John  Liston 
Publication  Bureau,  General  Electric  Company 
The  output  per  man  in  the  coal  mines  of  the  United  States  is  greater  than  that  of  any  other  countrj'.  This 
result  is  largely,  if  not  wholly,  due  to  the  fact  that  more  machinery  is  used  in  the  mines  of  the  United  States 
than  in  those  of  other  countries.  The  gathering  locomotive  is  one  of  the  most  important  factors  in  securing  a 
high  per  capita  output,  and  its  development  and  refinement  has  been  the  subject  of  continuous  study  by  both 
mining  engineers  and  electrical  manufacturers  The  particular  type  covered  by  this  article  embodies  the  latest 
developments  which  practical  experience  has  shown  to  be  most  desirable  for  the  attainment  of  a  positive  and 
.simple  system  of  control  which,  at  the  same  time,  makes  it  possible  to  secure  maximum  operating  economy. — 
Editor. 


The  electric  gathering  locomotive  has  be- 
come such  a  valuable  factor  in  the  economi- 
cal quantity  production  which  modern  indus- 
trial conditions  have  rendered  imperative  in 
coal  mining,  that  changes  in  its  design  and  con- 
struction tending  toward  improved  control 
and  operating  characteristics,  reduced  main- 
tenance costs,  and  increased  length  of  service 
are  of  great  practical  importance  to  both  coal 
mine  operators  and  their  engineers. 

The  new  type  of  gathering  locomotive 
shown  in  Fig.  1  combines  in  a  single  two- 
motor  unit  five  new  features,  all  of  which  have 
successfully  withstood  such  severe  and  long 
continued  tests  in  practical  coal  mine  sen-ice 
as  to  demonstrate  fully  their  general  utility. 

Electric  Braking 

By  means  of  a  new  type  of  controller  (Fig. 2) 
positive  and  graduated  electric  braking  is 
secured.  Heretofore,  in  gathering  work, 
there  has  been  a  great  deal  more  effort 
expended  in  operating  the  brakes  than  with 
the  heavy  haulage  locomotives.  The  haulage 
locomotive,  as  a  rule,  starts  from  the  same 
given  point  and  ends  at  the  tipple  or  shaft 
bottom  a  considerable  distance  away.  En- 
route  there  are  few,  if  any,  stops  and  the 
motorman  is  therefore  seldom  required  to 
operate  brakes  on  the  way.  In  gathering  work 
the  locomotive  ordinarily  starts  and  stops 
many  times  on  account  of  the  switches  to  be 
thrown  at  the  room  necks,  and  couplings  hav- 
ing to  be  made  to  each  individual  car;  there- 
fore, while  the  gathering  locomotive  is  lighter 
than  the  main  haulage  locomotive,  the  sum 
total  of  braking  effort  expended  by  the  motor- 
man  is  considerably  greater. 


The  new  controller  was  designed  with  the 
view  of  relieving  the  motorman  of  a  large  part 
of  this  braking  and  operates  so  that  the 
locomotive  is  stopped  by  its  own  momentum. 
This  is  accomplished  by  providing  on  the 
controller  reverse  c}-linder  a  set  of  connections 
that  turn  the  motors  into  self-excited  gener- 
ators and  the  energy-  developed  by  them  is 
absorbed  in  the  main  resistors.  The  amount 
of  this  energy,  and  consequently  the  degree 
of  braking  effort,  is  governed  by  the  main 
cylinder  of  the  controller.  The  more  resist- 
ance cut  out  of  circuit,  the  more  quickly 
will  the  stop  be  made. 

The  reverse  cylinder  of  the  controller  is 
provided  with  four  points,  two  for  each 
direction  of  motion.  For  the  first  of  these 
points  the  motors  are  connected  in  the 
regular  motoring  position.  When  it  is 
desired  to  stop,  the  main  cylinder  is  thrown 
off  in  the  usual  way,  and  the  reverse  cylinder 
is  thrown  to  the  second,  or  braking  point. 
The  main  cylinder  is  then  turned  on  again 
and  the  motors  (or  generators,  as  they  are 
now)  begin  to  retard  the  locomotive. 

The  degree  of  braking  is  under  the  motor- 
man's  control  at  all  times,  for  if  he  finds  that 
he  is  stopping  too  quickly,  he  merely  has  to 
throw  off  the  main  cylinder  and  permit  the 
locomotive  to  coast. 

In  numerous  tests  it  was  demonstrated 
that,  with  the  trolley  disconnected,  the  resid- 
ual magnetism  of  the  motors,  when  acting  as 
generators,  was  sufficient  to  insure  the  maxi- 
mum braking  effect  with  no  ai)preciable 
difference  in  the  time  element  involved  as 
compared  with  the  results  obtained  with  the 
trolley    connected.      This    is    an    important 


A  NEW  TYPE  OF  GATHERING  LOCOMOTIVE 


447 


factor  in  estimating  the  all-around  ser\-ice- 
ability  of  electric  braking  for  gathering  work. 

On  a  level  track  the  motorman  can  bring 
his  train  to  a  dead  stop  without  using  the 
ordinary  hand  brake  at  all.  He  can  also 
bring  it  to  a  stop  on  a  grade,  but  since  there 
is  no  energy  developed  when  the  wheels  have 
stopped  turning,  the  locomotive  will  start 
and  continue  to  roll,  stop  and  start  again  unless 
the  hand  brakes  are  set.  A  runaway  is,  how- 
ever, impossible  so  long  as  the  train  weight 
and  grade  are  within  the  braking  capacity  of 
the  locomotive. 

With  electric  braking,  the  hand  brakes, 
therefore,  need  to  be  used  very  little,  and  as 
a  result  there  is  very  great  reduction  in  the 


motors  sustain  a  heavy  rush  of  current  and 
the  gearing  and  other  parts  of  the  mechanical 
equipment  receive  very  severe  shocks,  all 
of  which  tends  to  shorten  the  life  of  the 
various  parts,  and  runs  up  the  maintenance 
costs. 

The  controller  is  different  in  another  way 
from  the  ordinary  mine  locomotive  con- 
troller. Most  controllers  at  present  are 
arranged  so  that  the  locomotive  will  start 
either  with  the  motors  in  series  or  with  the 
motors  in  parallel.  Here  again  the  indif- 
ferent motorman  will  not  use  the  series  posi- 
tion when  running  slow.  Instead  he  will 
leave  the  reverse  cylinder  in  the  parallel 
position  and  get  slow  speed  by  running  on  a 


Fig.  1.      Eight-ton  Gathering  Locomotive  Equipped  with  Electric  Braking  Controller 


wear  of  brake  shoes  and  wheel  treads  as  com- 
pared with  hand  braking.  Further,  with 
electric  braking,  since  the  braking  effect  is 
zero  as  soon  as  the  wheels  have  stopped 
rotating,  there  is  practically  no  skidding  of 
the  wheels,  and  consequently  there  will  be 
very  few,  if  any,  flat  spots  developed  from 
this  cause. 

There  is  another  incidental  benefit  with 
this  type  of  controller.  With  the  ordinary 
controller,  careless  or  indifferent  motormen 
do  not  always  use  the  hand  brakes  when  they 
want  to  stop.  In  many  mines  it  is  a  rather 
too  frequent  practice  for  the  motorman  to 
save  effort  by  reversing  the  motors  when  he 
wants  to  stop.     Stopping  in  this  way,  the 


resistance  point.  This  increases  maintenance 
costs  of  resistors  and,  while  on  slow  speed, 
consumes  twice  as  much  current  as  if  the 
motors  were  in  series. 

This  question  of  additional  current  con- 
sumption may  not  in  many  cases  represent  a 
serious  economic  loss,  but  when  a  number  of 
gathering  locomotives  are  used  the  total 
amount  of  energy  wasted  in  this  way  in  a 
year  of  ser\dce  is  always  a  matter  of  serious 
consideration  to  the  mine  engineer  who  is 
desirous  of  maintaining  a  high  overall  effi- 
ciency for  the  electric  system  of  the  mine. 

The  electric  braking  controller  is  a  positive 
insurance  against  this  particular  form  of 
waste   as   it    is    of   the    series-parallel    type 


448     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  5 


(Fig.  3)  similar  to  that  used  on  the  ordinary 
street  car  and  the  first  point  of  the  controller 
is  always  series-motors.  Therefore  the  motor- 
man  cannot  get  to  parallel  until  he  has  gone 
through  all  the  series  points. 


Fig.  2. 


Electric  Braking  Controller  for 
Gathering  Locomotive 


In  Fig.  4,  the  controller  is  shown  with  the 
arc  chutes  in  normal  operating  position  and 
it  will  be  noted  that  the  apertures  are  greatly 
restricted    as   compared    with    ordinar\-    con- 


troller construction.  This  arrangement  was 
adopted  after  exhaustive  tests  had  demon- 
strated that  by  this  means  the  arc  could  be 
extinguished  in  about  one  third  of  the  time 
required  with  the  more  open  form  of  arc  chute. 
This  detail  insures  longer  life  for  the  con- 
tacts as  for  all  practical  purposes  their  length 
of  service  is  inversely  proportional  to  the  time 
of  duration  of  the  arc. 

Outside  Frame 

The  outside  frame  construction  adopted  for 
the  new  locomotive  (Fig.  5)  is  ver>'  substantial. 
The  side  frames  are  cut  from  solid  rolled  steel 
plates;  the  end  frames  are  built  up  with 
structural  steel  channels,  rolled  slabs,  and 
wood  bumpers  protected  by  heavy  face 
plates. 

The  outside  frame  in  this  case  differs  from 
the  usual  machine  of  this  type,  in  that  the 
clearance  between  the  rail  head  and  lower 
edge  of  side  frame  is  ver\-  high.  Ordinarily 
an  outside  frame  machine  would  clear  the  rail 
head  at  this  point  by  three  or  four  inches. 
When  the  locomotive  derailed,  the  frame 
would  settle  down  to  about  the  level  of  the 
rails  and  cover  up  all  access  to  the  wheels. 
With  this  new  construction,  the  high  clear- 
ance of  the  frame  p«Tmits  access  to  the  lower 
part  of  the  wheel  so  that  blocking  or  other 
re-railing  devices  may  be  put  into  position, 
and  the  locomotive  gotten  back  on  the  track 
practically  as  quickly  as  if  the  wheels  were 
outside  of  the  frame. 


Brahirvg  Forward 


' )Motori(\g  Fbrward 


^'Off 


BrAKirvg  Reverse     \  ; 

Motorirvg  Reverse 


,Fig.  3.      Top  of  Electric  Braking  Controller  Showing 
Control  Levers 


Fig.  4.      Arrangement  of  Restricted 

Arc  Chutes  on  Electric  Br»k 

mg  Controller 


A  NEW  TYPE  OF  GATHERING  LOCOMOTIVE 


449 


There  are,  of  course,  some  mines  where  side 
clearance  will  not  permit  the  extra  width  of 
the  outside  frame  type  machine,  but  as  a  rule 
the  main  objection  to  this  type  of  construction 
has  been  the  difficulty  of  getting  it  back  on  the 
track  in  cases  of  derailment.  The  high  clear- 
ance feature  should  remove  this  objection. 

On  the  other  hand,  the  outside  frame  con- 
struction permits  the  use  of  a  better  journal 
box,  in  that  it  is  entirely  enclosed  at  one  end, 
and  the  back  end  can  be  fitted  with  a  dust 
guard.  With  an  inside  frame  both  ends  of  the 
box  must  be  open  and  boxes  must  also  be 
made  in  two  halves,  which  is  not  as  good 
construction  either  theoretically  or  practi- 
cally. With  the  outside  frame  the  greater 
space  between  the  side  frames  allows  more 
room  for  the  equipment  and  permits  the  use 
of  a  liberal  amount  of  space  for  the  motor- 
man's  cab. 

Leaf  Type  Springs 

Heretofore,  practically  all  two-motor  loco- 
motives have  been  equipped  with  the  round 
wire  coil  type  of  journal  spring,  whereas 
the  heavier  '  three-motor  locomotives  were 
provided  with  leaf  type  springs  to  insure 
smoother  nmning  and  better  distribution  of 
the  weight  on  the  drivers  on  rough  and  uneven 
tracks. 

As  the  result  of  operating  experience  gained 
with  the  three-motor  units,  the  new  loco- 
motive was  provided  with  semi-elliptic  leaf 
type  springs   (Fig.    6)    having  an   equalizing 


used,  than  is  the  case  with  helical  spring 
design  and,  therefore,  they  are  mechanically 
stronger  and  less  liable  to  breakage. 

By  using  leaf  springs  and  equalizers,  the 
two-motor  four-wheel  locomotives  will  accom- 
modate  themselves   to   inequalities   in   track 


Fig.  6.      Journal  Leaf  Springs  with  Equalizer  Bar 

levels,  for  the  reason  that  any  change  in  wheel 
load  is  transmitted  through  the  equalizing 
levers  to  the  other  wheels,  thereby  practically 
equalizing  the  weight  on  the  drivers.  Inci- 
dentally, the  equalizing  lever  greatly  increases 
the  range  of  spring  action  and  the  tendency 
toward  derailment  is  thereby  minimized. 

Finally,  the  improved  riding  qualities  of 
the  locomotive  tend  to  reduce  the  wear  and 
tear  on  the  track  and  roadbed. 

Improved  Cable  Reel 

This  cable  reel  is  an  improved  form  of  the 
vertical  axis  motor  driven  type  which  has 
been  used  successfully  for  a  number  of  years. 
No  change  has  been  made  in  the  ball  bearing 


Fig.  5.      Outside  Frame  Construction  showing  Liberal  Space  Available  for 
Equipment  and  Motorman 


bar  between  the  two  journal  springs  on  each 
side. 

Due  to  limited  space  in  the  overall  dimen- 
sions of  mine  locomotives,  the  leaf  springs 
can  be  designed  with  much  greater  margin, 
approaching    the    elastic    limits    of    material 


motor,  but  the  bearing  mechanism  of  the  reel 
itself  has  been  modified  to  secure  greater 
stability  and  better  wearing  qualities. 

Instead  of  a  large  diameter  of  bearing  made 
up  of  a  large  number  of  small  balls,  the  reel 
now  rotates  on  a  heavy  duty  type  combina- 


450     May,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


tion  thrust  and  step  ball  bearing  (Fig.  7) 
mounted  at  the  center  of  the  reel  disk.  The 
double  reduction  train  of  gears  is  made  up 
entirely  of  forged  steel  gears  and  pinions,  heat 
treated. 


be  made  without  taking  the  axle  out  of  the 
frame. 

The  advantages  of  these  demountable  tires 
will  be  fully  appreciated  by  anyone  who  has 
had  to  replace  a  shrunk  on  tire,  as  the  com- 
plete replacement  of  the  new  tire  can  be 
effected  by  two  men  in  about  fifteen  minutes 
for  each  wheel. 

With  the  co-operation  of  Mr.  W.  A. 
Chandler,  Electrical  Engineer  of  the  H.  C. 
Frick  Coke  Company,  a  6-ton  gathering 
locomotive  with  an  experimental  braking 
equipment  of  the  tj-pe  here  described  was 
placed  in  ser\-ice  at  the  company's  coal  mines 
near  Uniontown,  Pennsylvania,  and  has  been 
in  successful  operation  for  the  past  two  years, 
during  which  time  the  necessan,-  refinements 
were  worked  out  under  actual  service  con- 
ditions. 

A  20-ton  main  haulage  locomotive  with 
similar  braking  control  has  been  handling 
loaded  trains  on  a  40U0-ft.  line  with  four  t<' 
five  per  cent  grades  for  about  one  year.     It  is. 


Fig.  7.     Under  Side  of  Cable  Reel  showing 
Motor-driven  Gear  Train 


Demountable  Tires 

The  construction  of  these  tires  (Fig.  S)  is 
very  simple  and  consists  merely  of  two  wedge- 
shaped  steel  rings  drawn  together  at  suitable 
intervals  by  bolts.  In  drawing  these  rings  into 
position  the  tire  is  forced  to  take  its  proper 
alignment  with  respect  to  the  wheel  hub  and 
gauge  line,  and  the  wedging  action  of  the 
rings  locks  it  securely  in  place. 

It  will  be  appreciated  that  the  renewal  of 
this  tire  is  a  very  much  shorter  job  than  in 
the  case  of  the  ordinary  shrunk  on  tire. 
Socket  wrenches  are  the  only  tools  required, 
and  the  change  can  be  made  in  the  locomotive 
bam.  With  outside  frame  locomotives  it  is 
only  necessary  to  drop  the  axles,  and  with 
inside    frame    locomotives    the    change    can 


Fig.  8.      Drmountablc  Tire*  Assembled 
and  Disassembled 


therefore,  evident  that  the  principles  embod- 
ied in  the  new  gathering  locomotive  have  fully 
demonstrated  their  value  in  actual  ser\Mco. 

The  new  locomotive  was  designed  by  the 
engineers  of  the  General  Electric  Company. 


Self-interest  Will  Solve  the  Problems  Confronting 

Electrical  Development 

Arranged  for  General  Electric  Review  from  an  address  before  Schenectady  Section  A.I.E.E. 

by  A.  Emory  Wishon 

Assistant  General  Manager  San  Joaquin  Light  and  Power  Corporation, 

Pacific  Coast  Manager  N.E.L.A. 

In  many  respects  the  central  stations  of  the  country  arc  in  the  same  position  as  the  railroads;  their  rate 
of  income  is  regulated  by  commissions  and  the  enormous  increase  in  the  cost  of  labor  and  materials  has 
reduced  the  return  on  the  investment  to  a  point  where  frequently  it  is  difficult  or  impossible  to  attract 
additional  Capital  for  new  development  that  is  urgently  needed.  The  solution  of  the  difficulty  lies  in  making 
a  clean  breast  of  the  situation  to  the  public,  and  showing  each  community  just  what  it  is  losing  from  the 
inability  of  the  central  station  to  supply  increased  service.  The  central  station  that  is  fair  and  square  in  its 
dealings  has  nothing  to  fear  from  taking  the  public  into  its  confidence;  and  by  convincing  the  individual  of 
the  fact  that  whatever  hinders  the  development  of  the  central  station  will  also  keep  money  out  of  his  pocket 
the  greatest  obstacle  facing  the  electrical  industry  will  have  been  surmounted. — Editor. 


The  value  to  a  public  utility  of  preaching 
the  doctrine  of  Self-interest  can  be  deduced 
from  the  case  of  the  railroads.  A  few  years 
ago  we  heard  from  time  to  time  that  the  rail- 
roads were  in  need  of  more  revenue  in  order 
to  pay  a  fair  return  on  the 
capital  invested  and  in  this 
way  to  attract  new  capital 
for  the  ]3urpose  of  increas- 
ing and  replacing  rolling 
stock  and  improving  trans- 
portation facilities  gener- 
ally. We  gave  the  matter 
no  thought;  in  fact,  we 
were  not  inclined  to  believe 
that  there  was  a  real  need 
for  additional  revenue.  We 
preferred  to  believe  that 
the  railroads  were  receiv- 
ing ample  return  for  their 
services  and  straightway 
forgot  the  matter.  Later 
on,  when  the  war  broke  out 
and  our  business  was  hurt 
becati.se  we  could  not  get 
shipments  through,  when 
there  was  an  embargo  on 
freight  in  all  parts  of  the 
country,  and  we  could  not 
even  get  coal  to  run  our 
factories  because  of  the 
inability  of  the  railroads  to 
haul  it,  we  began  to  take 
a  personal  interest  in  the 
railroad  situation;  and  lately  we  have  actu- 
ally become  sympathetic  with  the  argtiments 
of  the  railroad  managements  for  revised  legis- 
lation to  enable  them  to  earn  a  fair  rate  of 
return.  The  average  business  man  has  lost 
a  great  deal  through  the  inability  of  the  rail- 


A.  EMORY  WISHON 


roads  to  provide  prompt  and  adequate  freight 
service,  and  today  he  realizes  that  his  pros- 
perity and  that  of  his  community  is  dependent 
on  the  success  of  the  carriers.  He  is  now 
an  advocate  of  a  sufficient  increase  in  freight 
and  passenger  rates,  al- 
though he  knows  that  he 
and  his  fellow  citizens  are 
the  ones  who  will  have  to 
pay  this  increase.  Self- 
interest  of  the  individual  is 
reflected  from  every  angle  in 
the  recent  national  legisla- 
tion that  has  been  enacted 
for  the  benefit  of  the  rail- 
roads. 

The  electrical  industry 
today  is  equally  as  impor- 
tant to  the  public  as  are 
the  railroads,  and  the 
problems  of  the  central 
station — the  source  of  elec- 
tric energy — are  very  simi- 
lar to  the  problems  of  the 
railroads.  In  each  case 
their  rates  of  return  are 
regulated  by  commissions. 
Sufficient  rates  to  return 
the  atithorized  amount  of 
earning  on  the  investment 
will  enable  the  power 
company  to  finance  and  do 
more  development  work ; 
lack  of  rettirn  will  restrict 
its  expansion  and  accordingly  the  expansion 
of  every  line  of  business  connected  with  the 
electrical  industry. 

The   following   statements   are   axiomatic: 

(1)   Central    station    development    is    the 

barometer    that     indicates     the     degree     of 


452     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  ^ 


prosperity  in  the  entire  electrical  industry, 
because  the  central  station  is  the  source 
of  electric  energy  that  is  required  by  all  the 
common  electric  appliances,  such  as  railway 
and  power  motors,  arc  and  incandescent 
lamps,  electric  furnaces,  flatirons  and  other 
heating  devices  in  the  household,  etc. 

(2)  If  the  electrical  industry  is  to  thrive 
the  central  station  must  develop  to  its  fullest 
capacity.  Central  station  expansion  requires 
financing,  and  to  attract  the  necessary  capital 
a  protected  investment  and  a  fair  return 
are  necessary. 

(3)  A  fair  return  is  possible  only  through 
unbiased  and  fearless  legislation. 

(4)  Legislation  should,  and  usually  does, 
represent  the  opinion  of  the  voter. 

An  analysis  of  these  statements  leads  to 
the  conclusion  that  the  greatest  problem  that 
faces  the  electrical  industry  today  is  to  make 
the  public  understand  what  electricity  is 
doing  for  the  nation.  This  is  a  big  under- 
taking, but  it  is  not  so  difficult  as  it  appears 
at  first  sight. 

It  is  possible  to  create  real  personal  and 
active  interest  in  the  progress  of  electrical 
development  in  any  community  by  impress- 
ing on  the  mind  of  the  individual  what  the 
world  would  be  today  without  electric  energy, 
what  it  would  mean  to  be  without  electric 
light  or  power,  without  our  trolley  cars. 
telephones  and  telegraphs,  without  the  many 
comforts  and  conveniences  provided  by 
electricity  in  the  home,  and  without  pos- 
sibilties.  The  electrical  industry  is  that 
wonderful  activity  which  makes  possible  the 
world  of  today,  on  which  depends  every  line 
of  business  for  efficient  and  speedy  pro- 
duction, and  on  which  will  be  based  the 
standards  of  living  of  the  future. 

However,  these  advantages  conferred  by 
electricity  are  now  largely  taken  as  a  matter 
of  fact  by  the  public,  and  the  ptiblic  will  not 
be  interested  and  will  not  understand  the 
problems  that  confront  the  electrical  industry 
until  it  is  shown  that  these  problems  are  also 
the  problems  of  the  individual,  because  he 
cannot  do  without  the  many  things  that 
electricity  is  doing  for  him  every  day.  It  is 
necessary  to  show  every  man  separately  what 
stagnation  in  the  electrical  industry  will  cost 
him  in  dollars  and  cents,  or  more  correctly, 
what  he  stands  to  gain  by  exerting  his  efforts 
and  influence  to  the  end  that  electrical 
development  may  progress  to  the  fullest 
possible  degree. 

It  is  a  relatively  simple  matter  to  show  that 
any   fonn    of   legislation,    national    or   state. 


that  delays  electrical  development  delays  the 
development  and  prosperity  of  the  state  and 
of  the  nation,  and  any  thinking  man  by  means 
of  a  few  figures  can  show  where  any  particular 
business  loses  in  dollars  and  cents  when 
hydroelectric  development  ceases.  Prove 
j'our  case  to  the  individual  by  proving  that 
the  individual's  pocketbook  is  hurt  when 
your  business  is  hurt  and  you  will  have  a 
champion  who  will  see  that  your  business 
will  prosper. 

When  electrical  development  ceases  the 
prosperity  of  the  dealer,  contractor,  jobber 
and  manufacturer  ceases,  and  when  electrical 
development  is  encouraged  their  business  is 
furthered. 

We  will  consider  conditions  that  exist  in 
the  West.  Those  who  have  studied  the 
industrial  problems  of  the  West  know  that 
this  section  of  the  country-  will  not  develop 
ahead  of  its  hydroelectric  development. 
Large  tracts  of  western  territory  are  arid 
lands  and  depend  upon  hydroelectric  power 
for  irrigation  if  agriculture  is  to  be  further 
extended.  If  factories  are  to  be  built  in  the 
West  cheap  power  must  be  obtainable. 

This  western  country-  is  yet  a  long  way 
from  electric  saturation  and  will  be  for  many 
years  to  come.  The  engineers  and  com- 
mercial men  of  the  central  station  companies 
have  plotted  their  anticipated  load  cur\-es 
for  several  years  into  the  future,  basing  their 
estimates  upon  past  experience.  By  super- 
imposing these  projected  load  curves  a 
composite  cur\-e  is  obtained  which  shows 
what  increase  in  generating  capacity  can  be 
expected  for  this  territor>'  during  the  next 
decade,  if  proper  encouragement  is  given  to 
electrical  development.  The  electrical  invest- 
ment to  date  is  known  and  also  the  total 
kilowatt  capacity  of  equipment,  and  from 
these  figures  the  unit  cost  per  kilowatt 
installed  is  determined.  We  are  thus  enabled 
to  determine  for  any  year  in  the  future  the 
money  that  will  be  spent  for  electrical 
development  in  the  West. 

Curves  for  the  entire  Pacific  Coast  will  be 
presented  at  the  National  Electric  Light 
Association's  Convention  at  Pasadena  in 
May.  These  cur\-es  will  show  that  within  the 
next  eight  years  approximately  §500,000,000 
of  new  capital  will  be  expended  in  elec- 
trical development  in  this  section.  From 
the  standard  classification  of  accounting 
established  by  the  California  Regulating 
Commission  for  public  utilities  it  is  an  easy 
matter  to  determine  the  proportionate 
amounts  that  will  be  invested  in  generators. 


I 


SELF-INTEREST  WILL  SOLVE  PROBLEMS  OF  ELECTRICAL  DEVELOPMENT     453 


tlams,  transfonners,  copper,  etc.,  during  this 
period  if  normal  conditions  continue.  These 
data  are  all  available  and  it  only  remains  to 
put  them  together  in  graphic  form  to  prove 
to  the  individual  and  to  the  different  interests 
what  this  tremendous  electrical  development 
in  the  West  will  mean  to  each  one  in  dollars 
and  cents. 

To  show  how  this  applies  to  an  individual 
we  will  take  the  case  of  the  manufacturer's 
representative.  He  is  shown  by  definite 
graphic  proof  that  if  conditions  are  encourag- 
ing a  certain  load  can  be  added  to  the  Pacific 
Coast  central  station  systems  in  the  next 
year.  We  know  the  cost  of  construction 
per  kilowatt  of  capacity  and  quickly  figure 
out  for  the  manufacturer's  representative 
just  how  many  millions  of  dollars  will  be 
required  for  added  generating  equipment, 
dams,  feeders,  etc.,  to  take  care  of  this  extra 
load.  Our  segregated  investment  chart 
shows,  for  instance,  that  eight  per  cent  of 
the  money  required  for  this  addition  to  plant 
will  go  into  transformers.  If  the  manu- 
facturer's representative  is  wide  awake  and 
on  to  his  job  he  will  know  at  once  what  part 
of  this  transformer  business  should  be  his. 
He  will  know  what  his  net  profits  are  to  be  in 
the  sale  of  those  transformers,  and  he  can 
figure  in  dollars  and  cents  just  what  it  means 
to  him  to  have  this  development  go  through. 


«o   - 

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Fig.  1.     Curve  Showing  Estimated  Peak  Loads  of  the  San 
Joaquin  Light  and  Power  Corporation 

This  is  a  direct  appeal  to  the  man  through  his 
pocketbook,  and  he  will  be  interested  to  the 
extent  that  he  will  use  his  best  influence  to  see 
that  conditions  are  favorable  for  the  develop- 
ment. 


He  does  not  stop  there,  however.  He 
wishes  to  convey  to  the  manufacturer  the 
impression  that  he  is  on  the  job,  and  accord- 
ingly communicates  the  glad  message  of  Self- 
interest  to  the  sales  manager,  who  will 
straightway  become  interested  in  furthering 
electrical  development  on  the  Pacific  Coast. 


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Fig. 


10        15       »      i5       30       56 

Millions  of  Dollars 

Total  Capital  Invested,  Exclusive  of  Real  Estate, 
Supplies  on  Hand,  etc.,  San  Joaquin  System 


The  manufacturer  in  turn  spreads  the  message 
to  the  steel  mill,  to  the  copper  mill  operator, 
and  to  the  railroad  that  will  transport  the 
equipment,  emphasizing  the  importance  to 
each  one  of  encouraging  electrical  develop- 
ment on  the  Pacific  Coast. 

That  you  may  judge  of  the  eft'ectiveness 
of  Self-interest  in  promoting  favorable  con- 
ditions for  electrical  development,  three 
cur\'es  are  shown  that  have  been  compiled 
by  the  San  Joaquin  Light  &  Power  Corpora- 
tion. Not  forgetting  the  five  hundred  million 
dollars  we  have  said  will  be  required  for 
electrical  development  in  the  West  during 
the  next  eight  years,  we  will,  however,  con- 
fine ourselves  to  the  lesser  requirements  of  the 
San  Joaquin  Company,  which  are  typical. 
This  company  is  at  present  working  night  and 
day  on  a  new  30,000-kw.  hydroelectric  plant 
that  will  be  in  operation  by  September. 
Also,  five  engineering  crews  are  completing 
the  survey  of  a  hydroelectric  development 
that  will  have  an  ultimate  capacity  of  160,000 
kw.  Conditions  are  the  same  the  West  over; 
the  public  is  clambering  for  electric  ser\-ice 
and  the  power  companies  are  making  every 
effort  to  serve. 


4o4     Mav,  1!)2() 


GENERAL  ELECTRIC   REVI1-:\V 


VoL  XXIII,  No.  o 


carpcnler  to  completely  win  him  to  this 
hydroelectric  development  which  make  pos- 
sible this  home  building  program. 

The  results  of  efforts  in  the  West  in  spread- 
ing the  doctrine  of  Self-interest  demonstrate 
beyond  question  that  the  solution  of  the 
greatest    problem    that    faces    the    electrical 


Fig.    1    shows    that    during    the    ne.xt    four 
years  the  San  Joaquin  Company  will  require 
$2(i, 0(10, 000    for    hydroelectric    development. 
This  statement  is  of  monetary  interest  to  a 
great  variety  of  businesses  and  individuals. 
The  Eastern  bond  house  is  interested  in  this 
expenditure    by    the    amount    it    means    in 
commissions  on  the  underwriting  and  sale  of 
bonds;  the  electrical  jobber  is  interested  to  the 
extent  that  he  will  profit  from  the  sale  of 
electrical  supplies,  not  only  supplies  re- 
quired for    the    development  but  those 
which  will  be  needed  by  the  new  indus- 
tries which  will  make  the  development 
necessary.     The  electrical  manufacturer 
is   interested   in   this  hydroelectric    de- 
velopment in  the  West  because  of  the 
profits  he  will  derive  from  the  manufac- 
ture   of    apparatus;    and    viewed    from 
another  angle,  the  various  local  indus- 
tries  are    interested    to    the    extent  to 
which  they  depend  upon  electric  power 
for  operation  and  expansion. 

Fig.  2  is  a  diagram  that  immediately- 
excites  Self-interest.  The  item  that  will 
first  command  your  attention  is  the  item 
that  affects  your  business;  it  is  invari- 
ably so  with  ever>'  man,  and  it  is  this 
fact  which  proves  that  the  theor>-  of 
interesting  through  Self-interest  is  sound. 

Fig.  3  is  a  segregation  by  percentage 
of  home  building  costs.  From  over  2000 
applications  for  power  service  made  to 
the  San  Joaquin  Light  &  Power  Com- 
pany 1200  were  applications  for  agricul- 
tural service.  Six  hundred  of  these  were 
for  the  development  of  new  lands  re- 
quiring homes,  barns,  fences,  and  all  sorts 
of  fann  equipment.     Figures  that  have 

been  compiled  show  that  for  even,-  home   ^'^  ^     '-"'"'"  s''°»""«  scgrcBat.on   p.g  j.  segregation  of  Homr  building 
m  the  country  there  are  two  homes  in 
town.     Therefore,  when  electric  ser\ice 
is  rendered  on  these  farm  a])i)lications 
and  the  GOO  new  farm  homes  are  built 
there  will  also  be  1200  town  homes  con- 
structed, or  in  all  ISOO  additional  homes  will 
have  been  built  due  directly  to  electrical  de- 
velopment.    This  represents  a  building  con- 
struction program  involving  .'§10,242,000.  and 
from  our  segregation  diagram  it  is  possible  for 
the  lumberman,  the  brick   manufacturer,  the 
lumber  mill,  the  electrical  jobber,  and  all  the 
several  trades  involved  to  figure  just  what 
percentage    of    this    business    is    his.      With 
I5H   per  cent   of   this   investment    in    new 
buildings  going  to  carpenter  work  it  is  onh- 
necessary   to    point    out    the    figures    to    the 


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of  Capital  Investment  of  San 
Joaquin  System.  The  item  which 
first  attracts  your  attention  is 
the  one  that  affects  your  busi- 
ness, which  proves  the  soundness 
of  the  doctrine  of  Self-interest 


Costs  on  Pacific  Coast.  This  is 
a  Self  interest  chart  which  may 
be  used  with  unfailing  success  to 
enlist  the  co-operation  of  every 
business  in  the  community 


industPi'  today  will  be  an  accomplished  thing 
if  ever}'  man  in  the  ranks  makes  it  his  aim  and 
duty  to  imi)rcss  upon  the  public  what  the 
development  of  the  electrical  industry-  means 
to  the  individual  in  dollars  and  cents.  When 
a  realization  of  the  simple  facts  sinks  home 
the  public  will  see  to  it  that  nothing  interferes 
to  delay  electrical  development,  that  fair 
and  adequate  legislation  is  enacted  antl 
supported  to  the  end  that  the  return  on  the 
investment  will  be  suHicient  to  attract  the 
necessary  capital. 


455 


The  Mariner:   The  First  Electrically  Operated 

Trawler 

By  John  Liston 
I'l  iiiiLATioN  Bureau,  General  Eelectric  Company 

In  previous  articles  in  the  Review  we  have  described  the  electric  propulsion  equipments  of  the  U.  S. 
cdllicr  Jupiier  and  the  battleship  New  Mexicv.  With  such  large  vessels  the  question  of  economy  is-  of  prime 
consideration,  but  for  vessels  smaller  than,  say  lOOO  tons  displacement,  it  is  doubtful  whether  this  factor 
alone  would  warrant  the  additional  expense  necessary  for  electric  generators,  motors  and  control  equipment. 
For  such  vessels  it  is  the  flexibility  afforded  by  electric  propulsion  that  strongly  appeals  to  the  marine  en- 
gineer.    The  electrically  propelled  vessel  described  in  this  article  is  of  only  500  tons  displacement. — Editor. 

tained  uniform  rate  of  rotation  for  the 
engines,  positive  control  of  the  propeller 
speed  at  all  times,  a  high  factor  of  safety  by 
means  of  three  separate  control  station, 
]jractically  instantaneous  reversal  of  the 
propeller,  and  the  use  of  electric  motors  for 
driving  auxiliaries  such  as  pumps,  com- 
pressors, hoists  and  ventilating  blowers. 

The  craft  is  of  wooden  construction,  and 
is  rated  at  500  tons  with  dimensions  as 
follows:  length,  over  all,  150  ft.;  beam,  24  ft. 


The  adoption  of  electric  propulsion  for  the 
beam  trawler  Mariner  (Fig.  1)  was  the  logical 
result  of  the  efficient  and  economical  operation 
secured  with  this  system  in  numerous  craft 
of  various  kinds,  both  in  Europe  and  America 
during  the  past  twelve  years 

In  designing  the  equijjment  for  the  Mariner. 
the  inherent  flcxibilit_\-  of  the  electrical  method 
of  power  application  made  it  possible  to 
obtain  high  economy  in  fuel  consumption, 
especially    under    cruising    conditions,    sus- 


Fig. 


The   Beam    Trawler    Mariner 


456     Mav,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  5 


THE  MARINER:  THE  FIRST  ELECTRICALLY  OPERATED  TRAWLER     457 


Fig.  3.      Engine  Room  (looking  forward),  showing  Arrangement  of  Diesel  Engines  Driving  the  Main  Generators 


Fig.  4.      Engine  Room  (looking  aft),  showing  Main  Generators  with  the  Engine  Flywheels  Carried  on  the 

Generator  Shaft  gearings 


458     May,  1<I2() 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


•i  in. ;  mean  draught,  1 1  ft.  9  in.  Her  cruisinj; 
radius  at  10  knots  is  (jOOO  miles  and,  at  three- 
quarter  speed,  9000  miles. 

The  propelling  equipment  (Fig.  2)  com- 
prises two  eight-cylinder,  four-cycle,  350 
r.p.m.  Diesel  engines  (Fig.  3),  each  direct- 
connected  (Fig.  4)  to  a  165-kw.,  12.5-volt, 
direct-current  generator.  The  two  self- 
excited  generators  are  normally  connected  in 
series  and  supply  current  to  a  400-h.p.  250- 
volt,  200-r.p.m.  motor  (Fig.  5),  which  is  direct- 
coupled  to  the  propeller  shaft. 


waterproofed,  and  the  machines  are  so  de- 
signed as  to  prevent  flashing  in  the  presence  of 
moisture,  due  to  either  atmospheric  conditions 
or  flooding  of  the  engine  room  in  rough  seas. 

In  order  to  insure  ample  mechanical 
strength  for  the  electrical  machinery,  steel 
castings  were  used  for  all  rotating  parts 
which  would  be  subjected  to  unusual  strains, 
or  to  shocks  incident  to  operation  during 
stormy  weather. 

The  400-h.p.  propeller  motor  is  located 
forward  of  the  generating  sets   (see  Fig.   2) 


Fig.  5. 


Forward  End  of  Engine  Room  (looking  forward),  showing  Main  Generators  and  Propellor  Motor 
with  Master  Controller  at  Right 


Two  control  stations  are  located  in  the 
engine  room — one  provided  with  remote 
control,  and  one  arranged  for  emergency 
manual  operation;  and  a  remote-control  outfit 
is  also  located  in  the  pilot  house. 

Both  the  generators  and  the  motor  are 
designed  specifically  for  sea  duty,  and  are 
Ijrovided  with  non-corrodible  fittings  and 
heat-resisting  insulation  throughout.  The 
bearings  are  a  combination  of  waste-packed 
and  oil-ring  type,  with  sjiecial  jirovision 
against  the  leakage  of  oil  along  the  shafts, 
when  the  machines  are  out  of  their  nonnai 
positions,  due  to  the  rolling  and  pitching  of 
the  ship.     Finally,  armatures  and   fields  are 


and  has  a  normal  full-load  speed  range  of 
from  KiO  to  200  r.p.m.  It  is  a  compound- 
wound  machine  and,  when  taking  current 
from  both  generators,  it  operates  at  250  volts; 
but,  for  slow  cruising,  one  engine  can  he  shut 
down  and  the  motor  then  receives  current  at 
125  volts.  Under  these  conditions  it  has  a 
speed  range  of  from  70  to  KiO  r.p.m. 

The  proi)eller  is  94  in.  in  diameter  by  (i.S  in. 
pitch  and.  at  full-load  rotation  of  200  r.p.m.. 
gives  a  sjjeed  of  between  7  and  10 'a  knots. 
de|)ending  ujion  weather  conditions.  When 
hauling  the  net  the  full  horse  ))ower  of  the 
motor  is  developed  at  a  propeller  speed  of 
KiO  r.p.m. 


THE  MARIXER:  THE  FH^ST  ELECTRICALLY  OPERATED  TRAWLER       459 


Fig.  6.      Main  Contrul  Panel  in  Ent^mc  Ruum  and  at  Left 

Motor-driven  Bilge  and  Water-supply 

Centrifugal  Pumps 


Engine-room  control  of  all  electrical  cir- 
cuits is  secured  by  means  of  a  main  panel 
board  (Fig.  6),  on  which  are  mounted  the 
engine-room  meters,  generator  field  switches 
and  rheostats,  switches  and  fuses  for  the  pro- 
]jelling  and  auxiliary  motors,  and  an  overload 
rclav  for  the  main  hoist  motor.  The  meters 
arc  mounted  at  the  top  of  the  panel  and  are 
special  instruments  designed  for  shipboard 
work  being  equipped  with  moisture-proof, 
non-corrodible  parts.  The  dais  are  black 
with  white  markings,  with  radium  ]5aint  on  the 
needles  and  dial  markings.  A  duplicate  set  of 
these  instrumenst  is  installed  in  the  pilot  house. 

The  starting  rheostat  resistance  consists 
of  five  boxes  of  grids  (Fig.  7),  which  are 
mounted  on  the  starboard  side  of  the  engine 
room.  Just  forward  of  these  grids,  the  con- 
trol contactors  (Figs.  S  and  !))  are  located. 
This  group  consists  of  the  necessary  current- 
carrying  contactors  for  starting,  stopping  and 
reversing  the  motor,  an  overload  relay  and 
motor-shunt  field  discharge  resistance,  and  is 
nonnally  operated  by  means  of  one  of  two 
master  controllers — one  located  in  the  engine 
room  and  the  other  in  the  pilot  house. 

During  operation  from  cither  of  these 
master  controllers,  the  contactors  are  closed 


Fig. 


7.      Engine  Room  i  looking  forward,  starboard  side),  showing  Bank  of  Resistance  and  Amount  of 
Working  Space  at  the  Side  of  the  Engine 


460     May,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  5 


magnetically;  but,  if  for  any  reason  they 
cannot  be  operated  magnetically,  handles 
attached  to  cam  shafts  are  provided  which 
may  be  operated  manually  to  close  the 
contactors  in  the  desired  sequence.  The 
overload  relay,  in  case  of  overload,  opens  the 
circuit  through  the  reversing  contactor  coils. 


system  is  normally  only  a  convenience,  as  com- 
pared with  the  ordinary  combination  pilot 
house  and  engine-room  control;  but,  in  enter- 
ing and  leaving  slips  in  congested  harbors,  in 
narrow  and  swift  current  waterways,  and  for 
quick  reversal  or  change  of  speed  in  emergen- 
cies, its  great  practical  value  is  obvious. 


Fig.  8. 


Arrangement  of  Main  Control  Contactors    front  view) 
showing  Arc  Chutes  and  Flush  Barriers 


Fig.  10.     Type  cf  Master  Controller  Used  in 
Pilot  House  and  Engine  Room 


Fig.  9. 


Main  Control  Contactors  iback  viewi.  showing 
Interlocking  Levers  for  Hand  Control 


causing  them  to  open  the  line  circuit.  The 
handles  for  manual  operation  arc  so  inter- 
locked that  the  reversing  handle  must  be 
operated  before  the  accelerating  handle;  and, 
therefore,  the  accelerating  handle  must  l)e 
turned  ofT  before  the  reversing  handle  can  be 
moved.  This  arrangement  insures  absolute 
safety  for  the  control  system  of  the  ship,  even 
in  the  very  improbable  event  of  failure  of,  or 
injury  to,  the  two  remote  control  equipments. 
One  of  the  important  advantages  of  electric 
propulsion  is  that  of  remote  control,  which 
permits  the  actual  maneuvering  of  the  shi]), 
to  he  accomplished  directly  in  the  pilot  liouse, 
if  desired,  without  the  necessity  for  signals  to 
the  engine  room.    At  sea,  this  remote  control 


The    type   of   master   controller 
installed  on  the  Mariner  (Figs.  10 
and    11)    consists    of   a   cast-iron 
frame,   with  a  sheet-metal   cover, 
in  which  are  mounted  a  main  con- 
trol cylinder  and  a  reversing  cylinder.    The 
construction  of  the  frame  and  cover  is  such 
as  to  make  the  controller  practically  water- 
tight, the  cover  clamping  against   felt  in  a 
groove  in  the  frame.    The  control  wiring  is 
taken  out   of  the  controller  at   the  bottom 
through  the  base. 

There  are  two  handles  on  the  controller — 
one  main  and  one  reversing.  The  main 
handle  rotates  the  main  cylinder,  which  gives 
17  operating  i)ositions--one  off-in^sition  and 
one  overload  relav  reset  position.  The  revers- 
ing handle  rotates  the  reversing  cylinder  and 
has  three  ])ositions:  ahead,  olT  antl  astern. 

These  two  handles  are  so  interlocked  that 
the  main  handle  cannot  Ix-  moved  bevond  the 


THE  MARINER:  THE  FH^ST  ELECTRICALLY  OPERATED  TRAWLER       461 


overload  relay  reset  position  unless  the 
reversing  handle  is  in  either  the  head  or 
astern  position,  and  so  that  the  reversing 
handle  cannot  be  moved  unless  the  main 
handle  is  in  cither  the  off  or  reset  position. 

The  rapidity  with  which  the  motor-driven 
l)ropellcr  can  be  reversed  was  demonstrated 


Fig.  n. 


Arrangement  of  Wheel  and  Master  Controller 
in  Pilot  House 


Fig.  12.      Spring  Thrust  Bearing  for  Propellor  Shaft 

during  the  first  trial  trip  when,  with  the  pro- 
peller rotating  at  from  193  to  19(1  r.p.m.,  it 
was  reversed  from  full  speed  ahead  to  full 
speed  astern  in  thirteen  seconds:  the  actual 
reversal  of  current  in  the  motor  being  accom- 
plished in  two  seconds. 


Pilot-house  control  was  used  throughout 
the  test  run,  operating  either  one  or  both 
generators  with  equal  facility.  The  following 
extracts  from  the  report  of  the  trial  trip  may 
be  of  interest : 

"On  Wednesday  morning,  December  3, 
1919,  started  from  New  London  at  8:45  a.m. 
and  followed  a  course  out  around  Fisher 
Island,  easterly  between  Point  Judith  and 
Block  Island,  through  Vineyard  Sound  and 
around  Pollock  Rip  Lightship;  then  northerly 
to  Highland  Light  at  the  end  of  Cape  Cod; 
and  from  there  straight  away  for  Gloucester, 
which  we  reached  at  5 :45  a.m.  on  December  4, 
21  hours  after  leaving  New  London  over  a 
course,  estimated  by  the  skipper  of  approxi- 
mately 200  nautical  miles." 

"The  best  speed  attained  by  the  boat  dur- 
ing the  trip  was  in  the  easterly  part  of  Vine- 
yard Sound  where,  with  a  favorable  tide,  it 
reached  approximately  1 1 3^2  knots.  After 
turning  north  along  Cape  Cod  there  was  a 
head  wind  with  quite  a  rou^h  sea,  so  that  the 
speed  of  the  boat  was  considerably  reduced." 

"The  Mariner  ran  very  steadily  and  the 
absence  of  vibration  was  very  noticeable." 

"No  criticism  could  be  made  on  the  electri- 
cal design  of  either  the  generators  or  motor, 
as  the  machines  operated  over  the  entire 
range  of  load  without  sparking  or  distress." 


Fig.  13.      Upper  Housing  Removedfrom  Spring  Thrust  Bearing 

Instead  of  the  usual  rigid  multi-collar  type 
of  thrust  bearing,  a  self-oiling  spring  thrust 
bearing  (Figs.  12  and  13)ofthesingle-collar, self- 
aligning  type  is  used,  located  aft  of  the  driving 
motor  and  sustaining  a  thrust  of  T.oOO  lb. 
with  the  propeller  revolving  at  200  r.p.m. 


462     May,  l'J20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  5 


In  addition  to  operating  the  propelling 
equipment,  electrical  energy  is  used  for 
lighting  and  all  auxiliary  power  purposes 
and,  when  the  main  engines  are  shut  down, 
current  is  supplied  by  means  of  an  independ- 
ent 15-kw.,  125-volt,  oil-engine-driven  gen- 
erator (Fig.  15)  installed  in  the  forward  end 
of  the  main  engine  room  on  the  port  side. 

The  emergency  air-compressor  outfit  is 
driven  by  a  direct-geared  motor  (Fig.  14), 
and  is  ])rovided  as  an  insurance  against  the 
improbable  loss  of  starting  air  for  the  engines. 
Under  these  conditions  it  will  be  utilized  to 
fill  the  air-starting  bottles,  as  the  auxiliary 
generating  set  can  be  started  by  hand. 

The  bilge  and  water-supply  pumps  are 
small  centrifugal  units  (Fig.  (i),  each  driven 
by  a  direct-coupled  motor,  and  near  the  main 
generators  and  propeller  motor  a  small  motor- 
driven  ventilating  set  is  utilized  to  prevent 
excessively  high  temperature  in  the  engine 
room. 

The  fishing  operations  are  carried  on  by 
means  of  a  6o-h.p.,  motor-driven,  main 
double-drum  hoist,  installed  on  the  main 
deck  forward  of  the  engine  room,  which 
handles  the  haulage  cables  and  ropes  of  the 
net  as  they  pass  through  the  hoist  brackets 
fore  and  aft  (Figs.  15  and  Hi)  on  either  side. 
The  unloading  of  the  fish  at  the  dock  is 
accomplished  by  means  of  a  5-h.p.  motor- 
driven  whip  hoist  located  near  the  forward 
mast. 

The  Mariner  is  now  regularly  engaged  in 
commercial  fishing.    She  was  built  by  Arthur 


Fig.  14.      Motor-driven   Air  Compressor 

D.  Story,  of  Essex,  Mass.,  for  F.  L.  Davis,  of 
Gloucester,  Mass. ;  the  engines  were  built  and 
installed  by  the  New  London  Ship  and  Engine 
Company,  of  Groton,  Conn.,  and  the  com- 
plete electrical-propelling  equipment  was  sup- 
plied by  the  General  Electric  Company,  of 
Schenectadv.  N.  V. 


Fig.  15.      Main  Deck,  showing  Forward  Net  Drawing  Tackle 


Fig.  16-      Hanillina  Haul  of  Fish  with  MoloroperalcJ  Hoist 


THE  MAKIXKK:  THE  FIRST  ELECTRICALLY  ()1M-:RATED  'I-RAWLER       40:i 


The  Electrically  Propelled  Trawler  Mariner 


464     May,  1920 


GENERAL  ELECTRIC-  REVIEW 


Vol.  XXIII.  \o.  5 


QUESTION  AND  ANSWER  SECTION 

The  purpose  of  this  department  of  the  Review  is  two-fold. 

First,  it  enables  all  subscribers  to  avail  themselves  of  the  consulting  service  of  a  highly  specialized 
corps  of  engineering  experts,  or  of  such  other  authority  as  the  problem  may  require.  This  service  provides 
for  answers  by  mail  with  as  little  delay  as  possible  of  such  questions  as  come  within  the  scope  of  the  Review. 

Second,  it  publishes  for  the  benefit  of  all  Review  readers  questions  and  answers  of  general  interest 
and  of  educational  value.  When  the  original  question  deals  with  only  one  phase  of  an  interesting  subject, 
the  editor  may  feel  warranted  in  discussing  allied  questions  so  as  to  provide  a  more  complete  treatment 
of  the  whole  subject. 

To  avoid  the  possibility  of  an  incorrect  or  incomplete  answer,  the  querist  should  be  particularly  careful  to 
include  sufficient  data  to  permit  of  an  intelligent  understanding  of  the  situation.  Address  letters  of  inquiry  to 
the  Editor,  Question  and  Answer  Section,  General  Electric  Review,  Schenectady,  New  York. 


TRANSFORMERS:      OPEN-DELTA 
CONNECTIONS 

(128)  Where  several  substations  are  to  be 
tapped  to  the  same  three-phase  line  would 
it  not  be  feasible  to  use  the  open-delta 
transformer  connection  in  each  substation? 

If  the  open-delta  connections  are  arranged 
so  that  the  open  phase  is  different  from 
station  to  station,  the  system  as  a  whole 
operates  as  a  closed  delta  with  a  rather  long 
connection  between  transformers.  Although 
this  does  not  give  as  good  an  operating 
condition  as  does  a  closed  delta  in  each 
substation,  still  it  is  one  that  has  been 
successfully  used  in  many  installations.  The 
objection  to  this  connection  is  that  the  line 
currents  between  substations  will  not  be 
balanced  and  the  substations  will  carry  only 
86.6  per  cent  of  their  rated  capacitv. 

"  E.C.S. 

INDUCTION  MOTOR:  ROTOR  DELTA  OR  Y 

(693)  Why  are  the  rotor  windings  of  slip-ring 
induction  motors  usually  Y  connected? 

The  Y  connection  is  employed  because  it 
produces  a  secondar\'  voltage  73  per  cent 
higher  than  that  which  would  result  from 
using  the  delta  connection.  In  medium  size 
motors  relatively  high  voltage  and  low  current 
are  desirable  in  the  rotor,  which  are  usually 
bar  wound,  because  these  factors  permit  the 
use  of  low-current  capacity  or  small  size 
control  apparatus. 

For  large  size  motors,  however,  the  delta 
connection  of  the  rotor  is  used  as  commonly 
as  is  the  Y  connection.  This  condition  arises 
from  the  fact  that  a  Y  connection  for  some 
large  rotors  would  produce  too  high  a  voltage, 
one  that  would  lower  the  factor  of  safety  of 
the  rotor  insulation  and  might  be  dangerous 
to  handle  without  specially  designed  control 
apparatus.     The  adoption  of  the  delta  con- 


nection for  such  rotors  reduces  the  secondary- 
circuit  voltage  in  the  ratio  of  173  to  100  and 
yet,  at  the  same  time,  does  not  increase  the 
current  to  such  a  value  as  could  not  easily  be 
handled  bv  standard  control  apparatus. 

AH. A. 

ARRESTER:     LOCATION   OF   FUSES 

(659 )  Should  a  telephone  or  signal  lightning 
.    arrester    be    installed    with    its    fuse    end 

connected  to  the  line  or  to  the  device  to  be 

protected? 

The  position  of  the  fuses  depends  upon  the 
service  conditions  of  the  particular  system 
under  consideration.  Fuses  are  used  to  guard 
against  three  different  conditions: 

(1)  To  clear  the  instruments  in  case  the 
signal  circuit  becomes  crossed  with  higher 
voltage  power  or  lighting  circuits. 

(2)  To  clear  the  signal  circuit  in  case  a 
lightning  arrester  fails  by  grounding. 

(3)  To  protect   the   signal   or   telephone 

instruments  in  case  of  abnormal  currents. 

In  order  to  meet  the  first  two  conditions,  the 
fuses  should  be  on  the  line  side  of  the  lightning 
arrester.  In  the  case  of  the  third  condition, 
the  fuses  could  be  on  either  the  line  or  the 
instrument  side  of  the  lightning  arrester. 

The  objection  to  putting  the  fuse  on  the 
line  side  is  obvious,  in  that  fuses  must 
necessaril_\-  be  of  very  small  wire  and  would 
frequently  be  blown  by  the  lightning  dis- 
charges which  they  would  have  to  carry. 
It  is  therefore  sometimes  advisable  to  connect 
the  fuses  on  the  instrument  side  of  the  arrester, 
but  this  should  not  be  done  if  there  is  any 
possibility  of  the  signal  circuit  ever  becoming 
crossed  with  higher  voltage  power  circuits, 
or  if  the  arrester  itself  is  unreliable  or  subject 
to  frequent  grounds. 

V.E.G. 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTPIC 

REVIEW 


VOL.  XXIII,  No.  6 


Published  by 

General  Eledric  Company's  Publication  Bureau, 

Schenectady.  N.    K. 


JUNE,   1920 


The  Largest  Hammer  Head  Crane  in  the  World,  Located  at  League  Island  Navy  Yard,  Philadelphia,  Lifting  a  Load 

of  1.010,000  Lb.      From   left   to   right   the  loads  are,   respectively:   Switching   Locomotive,    78,000  Lb.;   Two 

Loads  of  Steel  Shapes,  416,000  Lb.  each;  Locomotive.  100.000  Lb.    Total  horse  power  of  motors,  530 

I  See  article,  page  550) 


For 
Fractional  H.  P.  Motors 


Continuity  of  service  uninterrupted 
operation— is  the  key  to  maximum 
production.  Is  it  wise  to  limit  the  pro- 
duction of  an  otherwise  high-class  ma- 
chine by  the  use  of  even  one  part  of 
inferior  quality?  There  have  been  fail- 
ures among  the  hundreds  of  thousands 
of  high-speed, "tiORm^"  equipped  electrical 
machines  in  service.  But  rare  indeed 
have  been  the  cases  where  the  failure  was 
the  result  of  bearing  trouble.  Almost 
invariably,  the  "NORmfl"  Bearings  have  con- 
tinued'on  duty  after  other  repairs  were 
made. 

See  that  your  Motors 
are  "NORmfl"  Equipped 

IRE  Mwmm/^  (^^mF/^wf 

ILs'Ej  IglainKsl  €n^ 
Ball,  RoUei". Thrust  and  Combination  Bearings 


General  Electric  Review 

A   MONTHLY  MAGAZINE  FOR  ENGINEERS 

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Entered  as  second-class  matter.  March  26,  1912.  at  the  post  office  at  Schenectady,  N.  Y..  under  the  Act  of  March,  1879. 

Vol.  XXIII.  No.  <i  „,  c;,„^;;/;^ix*;wf'^l/„,„y  j^'nk,  1920 


CONTENTS  Page 

Frontispiece:  Airplane  with  SupercliarKcr  in  Flight  over  McCook  Field,  Dayton,  Ohio       .     466 

Editorial:  Relativity 467 

Superchargers  and  Superchar^'in^  Engines 468 

■     By  Major  George  E.  A.  Hallett,  U.  S.  A. 

Maintaining  Airplane  Engine  Power  at  Great  Altitudes 474 

By  Lieut.  -Col.  V.  E.  Clark 

The  General  Electric  Turbo-Supercharger  for  Airplanes 476 

By  Sanford  A.  Moss 

Relativity  Theories  in  Physics 486 

By  Dr.  Richard  C.  Tolman 

The  Production  and  Measurement  of  High  Vacua — Part  I 493 

By  Dr.  Saul  Dushman 

Fundamental  Phenomena  in  Electron  Tubes  Having  Tungsten  Cathodes — Part  I        .         .     503 

By  Irving  Langmuir 

Electron  Power  Tubes  and  Some  of  Their  Applications 514 

By  William  C.  White 

Artificial  Daylight  for  Merchandising  and  Industry 527 

By  G.  H.  Stickney 

Enclosed  Carbon  Arc  Lamps  vs.  Novalux  Mazda  Units 534 

By  H.  E.  Butler 

350-ton  Hammer  Head  Fitting  Out  Crane 550 

By  J.  A.  Jackson 

Question  and  Answer  Section ' 552 


u 


RELATIVITY 


Science,  as  such,  is  distinguished  from  other 
branches  of  human  knowledfjc  by  its  depend- 
ence upon  the  use  of  the  measuring  stick, 
balance,  and  penduUnn.  Dynamics  was  born 
as  a  branch  of  science  when  Gahlco  used  an 
hour-glass  and  a  yardstick  to  determine  the 
laws  of  falling  bodies.  Alchemy  became 
chemistry  when  Lavoisier  weighed  the  oxygen 
in  mercuric  oxide,  and  so  we  can  continue 
with  illustrations  throughout  the  whole  his- 
tory of  science.  All  our  so-called  "laws"  of 
physics  and  chemistry  are  generalizations  of 
the  quantitative  results  of  innumerable  experi- 
ments. Progress  in  science  has  been  achieved 
by  continued  refinement  of  our  methods  of 
measurements,  and  the  approximate  results  of 
yesterday  are  corrected  by  the  more  accurate 
data  of  today.  Under  these  conditions,  the 
"  laws  "  of  yesterday  may  be  found  to  be  inade- 
quate to  account  for  the  new  facts,  and  it  may 
be  necessary  to  go  so  far  as  to  revise  views  which 
have  hitherto  been  held  as  to  the  nature  of  the 
phenomena  under  consideration.  As  Prof. 
Lotka  has  expressed  it  in  a  recent  article  on 
Relativity*:  "  If  a  new  observation  cannot  by 
any  manner  of  means  be  made  to  fit  into  our 
conception  of  the  world,  we  may  be  forced  to 
change  that  conception." 

The  Theory  of  Relativity,  of  which  Dr. 
Tolman's  paper  in  this  issue  is  a  splendidly 
logical  statement,  is  fundamentally  an 
attempt  to  reconcile  with  our  ordinary 
notions  of  dynamics  as  represented  by  New- 
ton's laws  of  motion,  certain  experimental 
facts  which  had  previoush^  escaped  observa- 
tion because  of  the  degree  of  accuracy 
required  in  their  determination. 

As  long  as  our  experience  dealt  with 
velocities  small  compared  with  that  of  light, 
these  laws  were  found  to  be  apparently  quite 
adequate  to  correlate  the  observed  results. 
But,  when  we  came  to  apply  our  ordinary 
Newtonian  laws  to  correlate  the  energy  of 
the  extremely  high  velocity  electrons  emitted 
by  radioactive  bodies  with  their  mass  and 
velocity,  we  found  these  laws  inadequate  to 
account  for  the  experimental  observation  that 
the  mass  of  the  electron  increases  with  its 
velocity,  ski) <  that  it  becomes  infinitely  great 
for  velocities  approaching  that  of  light. 

vSimilarly  in  all  our  notions  of  energy,  we 
tacitly  conceived  as  the  vehicle  of  this  energy, 
mo\'ing  bodies  whether  of  atomic  or  ordinary 

♦Alfred  J.  Lotka.  "A  New  Conception  of  the  Universe. 
Einstein's  Theory  of  Relativity,  with  Illustrative  Examples.  " 
Harper's  Magazine.  March,  lP2b,  p.  477.  This  is  a  most  interest- 
ing article  on  this  subject  written  in  a  popular  manner  and  yet 
thoroughly  scientific.  The  reader  who  is  interested  in  Relativity 
will  find  it  to  be  a  splendid  introduction  to  the  present  paper  by 
Dr.  Tolman. 


dimensions.  But  the  ])henomena  of  radio-ac- 
tivity have  shown  us  the  existence  of  stores  of 
energy  in  the  atom  it.self  which  are  apparently 
not  kinetic  in  origin.  Similarly  Michelson 
and  Morley's  experiment  on  the  effect  of  the 
earth's  motion  on  the  velocity  of  a  light  beam 
led  either  to  the  hypothesis  of  Fitzgerald  and 
Lorentz  that  a  moving  body  contracts  or 
else  to  the  conclusion  that  our  units  of  space 
and  time  are  different  for  moving  bodies  than 
for  bodies  at  rest. 

The  development  of  the  consequences  of 
these  facts  by  Einstein  has  led  to  a  theory  of 
relativity  which  is  extremely  general  in  its 
significance.  As  Dr.  Tolman  shows,  Ein- 
stein's theory  is  an  extension  of  the  simpler 
theory  of  the  relativity  of  uniform  motion. 
This  simpler  theory  is  an  attempt  to  express 
our  laws  of  motion  in  such  a  general  manner 
as  to  be  independent  of  the  particular  co- 
ordinates with  respect  to  which  we  ordinarily 
define  motion  and  the  attempt  succeeds  as 
far  as  systems  in  uniform  relative  motion  are 
concerned  in  space.  An  extension  of  this 
view  to  systems  having  any  type  of  relative 
motion  has  led  Einstein  to  a  very  generalized 
theory  in  which  gravitation  itself  appears 
merely  as  a  consequence  of  our  usual  limited 
notions  of  time  and  space.  That  is,  in  the 
proper  system  of  co-ordinates,  gravitational 
effects  disappear.  This  is  the  combined 
significance  of  the  condition  for  invariancy 
and  the  equivalent  hypothesis  presented  in 
the  latter  part  of  Dr.  Tolman's  paper. 

Such  speculations  will,  of  course,  be 
regarded  by  some  as  bordering  on  the  meta- 
physical. Nevertheless  they  are  the  logical 
development  of  certain  experimental  facts 
which  our  present  refined  methods  of  obser- 
vation have  discovered.  Probably  the  con- 
temporaries of  Copernicus  felt  just  as  mysti- 
fied about  his  theory  of  the  universe  as  most 
of  us  feel  at  present  about  Einstein's  theory 
of  Relativity.  Every  new  conception  of  the 
universe  has  always  had  to  contend  with 
a  conservatism  and  inertia  inherent  in  most 
intellectual  beings  which  tends  to  prevent  the 
rapid  absorption  of  any  new  idea.  Pragmati- 
cally this  is  probably  as  it  should  be;  for  we 
value  new  ideas  onlv  as  they  become  useful  in 
explaining  observed  facts,  and  prophesying 
new  ones.  Judged  on  this  basis  alone,  the 
Theory  of  Relativity  represents  an  extension  of 
our  ideas  of  theuniverse  into  a  region  which  may 
be  even  more  incomprehensible  than  is  the  ordi- 
nary notion  of  "infinity"  as  a  mathematical 
expression;  but  so  are  the  facts  for  which  it 
attempts  so  successfully  to  account. 


468     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  0 


Superchargers  and  Supercharging  Engines 

By  Major  George  E.  A.  H.\llett,  U.  S.  A. 
Chief  of  Powerplant  Section,  Engineering  Division,  Air  Service,  D.wton,  Ohio 

The  "ceiling"  or  maximum  attainable  altitude  of  an  airplane  is  limited  by  the  engine  output.  As  the 
available  engine  power  is  reduced  by  the  rarified  atmosphere  at  high  altitude,  it  is  obvious  that  a  raising  of  the 
ceiling  bv  a  considerable  amount  would  require  either  the  use  of  very  much  larger  and  heavier  engines  or  some 
means  of  supplying  the  present  engines  with  fuel  mixture  at  sea-level  pressure.  The  latter  method  is  the  only 
one  worthy  of  studious  consideration,  and  consequently  much  effort  has  been  expended  to  develop  a  super- 
charger or  a  supercharging  engine  that  will  meet  the  requirements  successfully.  In  the  following  article,  which 
was  delivered  as  a  paper  before  the  Society  of  Automotive  Engineers,  January  7  and  8,  1920,  the  author  reviews 
the  work  which  has  been  done  and  outlines  the  possibilities  of  the  future. — Editor. 


The  need  for  aeronautic  engines  that  will 
deliver  the  same  power  at  20,000  or  even 
30,000  ft.  altitude  as  they  develop  at  sea  level 
is  very  real  and  very  great,  in  not  only 
military  but  also  in  commercial  aviation. 
Much  success  has  already  been  attained  with 
supercharging  devices  in  this  country  and  a 
certain  amount  of  success  in  Europe.  It  must 
be  admitted  that  there  have  been  some 
failures  also.  It  is  the  intention  to  - 
otithne  past  developments  in  super- 
charging in  this  article  and  to  point  out 
the  lines  of  attack  which  seem  to  be 
meeting  with  most  success. 

Supercharging,  as  the  term  is  gen- 
erally used,  means  forcing  a  charge  of 
greater  volume  than  that  which  is 
normally  drawn  into  the  cylinders  by 
the  suction  of  the  pistons  in  conven- 
tional internal-combustion  engines. 

When  Supercharging  is  Needed 

At  20,000  ft.  altitude  the  atmospheric  ". 
pressure  is  roughly  one  half  that  at  sea 
level;  hence  about  one  half  the  weight 
of  charge  is  drawn  into  the  engine  and 
less  than  one  half  the  power  is  de- 
veloped. At  25,000  ft.  altitude  less 
than  25  per  cent  of  sea-level  power  is 
delivered.  If  at  these  altitudes  air  is 
supplied  to  the  carburetor  at  sea-level 
pressure,  or  approximately  14.7  lb.  per 
sq.  in.  absolute,  the  power  developed  by 
the  engine  becomes  approximately  the 
same  as  when  running  at  sea  level. 
The  low  atmospheric  pressure  and 
density  at  great  altitudes  offer  greatly 
reduced  resistance  to  high  airplane  speeds; 
hence  the  same  power  that  will  drive  a  plane 
at  a  speed  of  120  m.]).h.  at  sea  level  will  drive 
it  much  faster  at  20. ()()()  ft.,  and  still  faster  at 
30,000  ft.  altitude,  and  until  apfyroxiniately  the 
same  consumption  of  fuel  per  horse- power  hour. 

There  is  little  to  be  gained  by  stu^ercharging 
at  sea  level  to  increase  the  power  of  a  given 
size   engine,    because   the   clearance   volume 


must  be  made  greater  than  normal  to  prevent 
pre-ignition,  with  consequent  decrease  in  the 
expansion  ratio  and  comparatively  poor  fuel 
economy.  The  fact  that  the  clearance  volume 
is  increased  removes  the  possibility  of  the 
engine  developing  full  power  at  great  altitudes 
unless  a  supercharging  capacity  greater  than 
anything    heretofore    considered    feasible    is 


Fig.   1.     Twelve-cylinder  Liberty  Motor  with  Supercharger  of  the  Type 
Shown  in  Fig.  i 


a\ailable.  Supercharging,  therefore,  is  most 
useful  in  maintaining  sea-level  horse  power  in 
engines  ascending  to  or  working  at  great 
altitudes. 

Superchargers 

Superchargers  usually  take  the  fonn  of  a 
mochanieal  blower  or  pump  an<l.  of  course, 
require  a  driving  gear  of  some  kind.     The 


SUPERCHARGERS  AND  SUPERCHARGING  ENGINES 


469 


types  of  blowers  or  compressors  used  to  date 
include  the  reciprocating.  Root  displacement, 
and  centrifugal  types.  The  reciprocating  type 
was  tried  by  the  Royal  Aircraft  Factory  earh' 
in  the  war,  on  an  air-cooled  R.  A.  F.  engine, 
with  practically  no  success.  It  seems  that 
this  type  of  blower  was  found  to  be  compara- 
tively heavy  and  also  unsuitable,  due  to  the 
pulsating  pressure  of  the  air  delivered. 


Rqczi  ver 


~^  Cuhnder 


\ai\'  ^ctrbunef-er 


Fig.  2 


Root  Type  Blowei  so  Arranged  That  Its  Air  Pulsations  Synchronize 
with  the  Suction  Strokes  of  the  Engine  Pistons 


Turbine  Ejchausf 
Discharge   - 
Bu-Pass  '/aire 


Air  Compressor 
Housing.  _ 


Air  Intakt 


Airlmpeller 
Member 


Engine  Exhaust 

^  PipQ  to  Turbin*. 

'Exhaust 
Voire-. 


Tntaks 
■yafvs 


-  Intake 
Pipe 


Fig  3. 


Air  Discharge 
to  Carburefer 


Centrifugal  Type  Blower  Direct  Connected  to  a  Turbine  Wheel  That 
is  Impelled  by  the  Engine  Exhaust  Gases 


The  Root  type  blower  was  tried  by  the 
Royal  Aircraft  Factory  with  little  or  no 
success.  The  trouble  reported  was  "rough" 
running  of  the  engine  on  account  of  the  pres- 
sure pulsations  in  the  air  discharged  by  the 
blower,  which  tended  to  overcharge  some 
cylinders  and  undercharge  others,  thus  caus- 
ing uneven  impulses.  It  is  reported  that 
mechanical  troubles  also  developed  with  this 


tvpe  of  blower.  George  W.  Lewis,  of  the 
National  Advisory  Committee  for  Aero- 
nautics, is  working  on  an  improved  Root  type 
blower,  shown  in  Fig.  2.  Here  the  pulsations 
in  the  air  discharged  are  synchronized  with 
the  suction  strokes  of  the  engine.  It  will  be 
interesting  to  note  how  this  develops. 

The  centrifugal  type  of  blower  was  used 
by  Prof.  Rateau,  in  France,  early  in  the  war. 
He  employed  the  exhaust  gases  of  the 
engine  to  drive  a  high-speed  single- 
stage  turbine  direct  connected  to  the 
centrifugal  blower  shown  in  Fig.  3. 
Some  success  was  had  from  the  start, 
but  he  encountered  many  mechanical 
troubles.  It  is  claimed  in  recent 
reports  that  some  fairly  good  results 
are  being  obtained  by  the  French. 

The  Royal  Aircraft  Factory  experi- 
mented in  19U)  and  1917  with  a  gear- 
driven  centrifugal  blower,  but  as  soon 
as  an  endeavor  was  made  to  run  it  at 
speeds  that  would  step  up  the  pres- 
sure to  the  5  or  (i  lb.  required,  great 
difficulties  were  encountered  on  ac- 
count of  the  inertia  and  momentum 
of  the  compressor  rotor  and  the  high- 
speed end  of  the  gear-train,  which 
resulted  repeatedly  in  breakage  of  the 
gears  when  the  engine  was  acceler- 
ated or  decelerated.  To  eliminate  this 
trouble  a  friction  clutch,  designed  to 
slip  under  excess  torque,  was  tried, 
but  only  partial  success  was  achieved, 
and  the  clutch  itself  gave  consider- 
able trouble.  Light,  flexible  vanes 
were  then  tried  on  the  compressor 
impeller,  but  this  expedient  has  not 
proved  successful  to  date.  Similar 
experiments  were  conducted  by  the 
A.  E.  F.  in  France,  but  were  concluded 
by  the  signing  of  the  armistice. 

The  United  States  Air  Service 
started  work  on  the  Rateau  type 
of  turbo-compressor  soon  after  we 
entered  the  war.  The  work  was  done 
under  the  supervision  of  E.  H.  Sher- 
bondy,  who  worked  in  conjunction 
with  the  Rateau-Bateau-Smoot  Co. 
which  handled  the  Rateau  patents  in  this 
country,  and  designed  a  turbo-compressor 
which  seemingly  embodied  many  improve- 
ments over  the  Rateau  type.  Three  of 
these  machines  were  built  and  given  ground 
tests  on  Liberty  engines.  The  arrangement 
of  the  engine  and  the  supercharger  is  shown 
in  Fig.  1.  Considerable  trouble  was  encoun- 
tered due  to  overheating  of  the  exhaust-driven 


470     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


turbine,  and  even  the  use  of  a  special  heat- 
resisting  metal  in  this  part  did  not  over- 
come the  trouble.  Soon  after  Mr.  Sherbondy 
began  work  on  the  turbo-compressor,  Dr.  S. 
A.  Moss,  of  the  turbine  research  depart- 
ment of  the  General  Electric  Company, 
was  asked  to  carrj'  on  some  work  on  the 
same  general  type.  He  built  one  turbo- 
compressor  which  was  also  a  modification 
of  the  Rateau  type,  but  differed  con- 
siderably from  Mr.  Sherbondy 's  machine. 
This  device  was  tested  on  a  Liberty  engine 
at  the  summit  of  Pike's  Peak  and  devel- 
oped approximately  sea-level  horse  power 
there,  at  an  altitude  of  14,000  ft.  It  was 
capable  of  making  the  engine  pre-ignite 
at  that  height. 

After  the  armistice  was  signed  all  work 
on  the  development  of  superchargers  was 
stopped.  When  the  engineering  division  of 
the  Air  Service  took  over  McCook  Field 
and  started  to  plan  peace-time  development, 
the  supercharger  situation  was  carefully 
considered.  It  was  decided  that  it  was 
important  to  continue  development  work 
along  this  line.  It  then  became  neces- 
sary to  decide  whether  work  should  be 
continued  on  both  the  Sherbondy  and 
the  Moss  machines,  and,  if  not,  which 
one  should  be  developed.  It  was  noted 
that  although  Dr.  Moss'  machine  was 
comparatively  crude,  it  contained  some 
inherent  advantages  over  the  Sherbondy 
type,  and  no  way  was  seen  to  overcome 
the  faults  of  the  Sherbondy  machine. 
Therefore,  the  latter  was  dropped  and  the 
General  Electric  Company  was  given  a  con- 
tract to  rebuild  the  old  supercharger  de- 
signed by  Dr.  Moss.  The  new  device  is 
now  being  tested  in  actual  flight  and  is  giv- 
ing very  interesting  results.  Figures  on  the 
results  obtained  with  the  present  Moss 
supercharger  are  naturally  confidential.  The 
indications  are  that  the  turbo-compressor 
is  very  durable  and  probably  will  outlast 
an  aviation  engine. 

J.  W.  Smith,  a  designer  and  builder  of  air- 
cooled  radial  engines,  located  in  Philadelphia, 
is  known  to  have  designed  a  turbo-compressor 
for  this  type  of  engine.  The  B.  F.  Sturtevant 
Co.,  at  Boston,  Mass.,  has  at  least  partially 
developed  a  belt-driven  centrifugal  com- 
pressor for  supercharging  one  of  its  aircraft 
engines. 

Carburetor  Locations 

There  is  still  some  question  as  to  the  best 
location  for  the  carburetor  in  relation  to  the 


blower  in  supercharged  engines.     Apparently 
all  positions  have  been  tried : 

(1)  It  is  possible  to  use  the  centrifugal 
type  of  blower  as  a  carburetor  by  placing  a 
fuel  jet  within  its  housing  and  allowing  the 
rotor  to  do  the  mixing.  As  the  rotor  usually 
runs  over  20,000  r.p.m.,  it  will  certainly  mix 
liquid  fuel  with  air.  This  system  would 
require  a  manual  fuel  adjustment,  such  as  is 
used  with  the  Gnome  engine,  for  different 
speeds.  With  this  arrangement  there  would 
be  danger  of  an  explosion  in  the  blower  in  case 
the  engine  back-fired,  because  the  mixture  in 
the  blower  would  be  under  pressure  higher 
than  atmospheric. 

(2)  The  carburetor  can  be  placed  on  the 
suction  side  of  the  blower.  In  this  case  the 
evaporation  of  the  fuel  will  assist  in  cooling 
the  charge  during  compression  and  the  action 
of  the  compressor  will  improve  the  mixing  of 
the  fuel,  but  the  danger  from  explosion 
remains  to  be  overcome. 

(3)  When  the  carburetor  is  placed  in  the 
"normal"  position  and  air  is  forced  through 
it,  it  becomes  necessar\-  to  "balance"  the 
float-chamber  with  supercharger  pressure. 
This  somewhat  complicates  the  feeding  of 
fuel.  Pressure  gas-feed  systems  are  "  banned  " 
in  military  planes  and  in  any  case  with  a 
pressure  system  the  tanks  would  have  to  be 
made  comparatively  heavy  to  withstand 
the  pressure  which  would  be  used  at  great 
altitudes.  Where  gasolene  pumps  are  used  it 
is  necessary-  to  regulate  their  discharge  pres- 
sure as  the  plane  ascends,  because  the  fuel 
must  reach  the  float-chamber  at  a  pressure 
about  2}4  lb.  higher  than  that  at  the  super- 
charger outlet.  If  the  difference  in  fuel  and 
float -chamber  pressures  is  not  kept  in  con- 
stant relation,  the  quality  of  the  mixture  fed 
to  the  engine  will  vary  on  account  of  the 
change  in  fuel  level  in  the  float-chamber. 
The  engineering  division  has  developed  a  vcr>" 
simi^le  device  that  solves  this  problem  effect- 
ively and  is  entirely  automatic. 

It  would  naturally  seem  at  first  thought 
that  the  extremely  low  temperatures  always 
found  at  great  altitudes  would  make  possible 
the  easy  solution  of  cooling  problems,  but  in 
reality  the  low  density  of  the  air  reduces  its 
heat  conductivity  and  capacity  for  heat 
absoq)tion  to  such  a  point  that  a  supercharged 
engine  developing  sea-level  junver  at  20.000  ft. 
requires  a  little  wore  cooling  surface  than  it 
does  when  developing  normal  power  at  sea 
level. 

The  Liberty  engine  and  many  others  run 
best  with  a  water  temperature  of  about  170 


SUPERCHARGERS  AND  SUPERCHARGING  ENGINES 


471 


deg.  F.  To  maintain  the  cooling  water  at 
this  temperature  in  the  reduced  atmospheric 
pressure  at  25,000  ft.  it  is  necessary  to  use 
several  pounds  of  air  pressure  in  the  radiator 
to  prevent  the  water  from  boiling  away. 
Very  effective  radiator  shutters  are  needed 
when  the  engine  is  throttled  to  make  a  descent 
from  altitudes  of  over  20,000  ft.  to  prevent 
the  water  in  the  radiator  from  freezing  before 
wanner  air  is  reached. 

Contrary  to  expectations,  the  Moss  turbo- 
compressor  now  being  tested  at  McCook  Field 
does  not  complicate  the  pilot's  controls.  On 
a  normal  engine  the  pilot  handles  the  throttle 
and  the  altitude  carburetor  control  which 
thins  down  the  mixture  as  he  ascends.  With 
the  turbo-compressor  the  altitude  control 
becomes  unnecessary  up  to  the  altitude  at 
which  the  engine  can  no  longer  deliver  sea- 
level  power  but  is  used,  as  with  a  normal 
engine,  if  the  plane  is  driven  higher. 

With  the  Moss  turbo-compressor,  when 
flying  at  low  altitudes,  the  exhaust  pressure 
is  allowed  to  "waste"  through  manually 
operated  "gates"  in  the  exhaust  pipes.  As 
the  plane  ascends  the  pilot  closes  these  gates 
a  little  at  a  time  and  after  he  reaches  a  great 
altitude  he  can  speed  and  retard  the  plane  by 
the  use  of  these  gates.  He  uses  the  throttle 
only  in  case  he  wants  to  descend  rapidly,  when 
he  closes  it.  In  our  test  flights  we  have  pro- 
vided the  pilot  with  a  sealed  altimeter  con- 
nected only  to  the  supercharger  pressure,  so 
that  it  shows  to  what  altitude  this  pressure 
corresponds.  When  at  great  altitude  the  pilot 
closes  the  exhaust  gates  until  the  pressure  in 
the  carburetors  causes  the  altimeter  to  show 
sea-level  pressure.  This  makes  it  unnecessary 
for  him  to  do  any  calculating.  If  he  makes 
the  gauge  read  lower  than  sea  level,  the  engine 
will  pre-ignite.  We  have  already  been  able 
to  obtain  sea-level  pressure  in  the  carburetors 
at  well  over  20,000  ft.  The  exact  height 
cannot  be  mentioned  at  present. 

With  a  normal  engine  the  falling  off  in 
power  as  the  plane  ascends  does  not  cause  as 
much  of  a  drop  in  propeller  speed  as  might 
be  expected,  because  of  the  reduction  in 
density  of  the  air  in  which  the  propeller  is 
working.  Ovir  best  engines  do  not  lose  over 
75  r.p.m.  at  20,000  ft.  When  an  engine  is 
supercharged  so  that  the  power  remains 
constant  as  the  plane  ascends,  the  propeller 
tends  to  "race"  at  great  altitudes.  Therefore 
it  is  necessary  either  to  use  a  variable-pitch 
propeller  or  to  put  on  one  that  holds  the 
engine  speed  down  too  low  for  best  perform- 
ance near  the  ground,  but  also  does  not  allow 


the  engine  to  race  too  much  at  great  altitude. 
In  our  present  tests  we  are  using  an  oversize 
propeller  and  are  getting  surprisingly  good  re- 
sults, but  we  also  have  variable-pitch  propellers 
about  ready  for  test  and  should  get  much 
better  performance  with  them. 

Supercharging  Engines 

As  generally  used;  the  term  "supercharging 
engines  "  refers  to  internal-combustion  engines 
in  which  compression  in  the  crankcase  or  in 
the  lower  end  of  the  cylinders  is  used  to  force 
an  additional  volume  of  air  or  mixture  into 
the  working  cylinders  after  completion  oj  their 
normal  suction  stroke.  Early  in  the  war  the 
Army  and  the  Navy  each  placed  an  order  with 
the  Kessler  Motor  Co.,  Detroit,  Mich.,  for 
several  experimental  supercharging  engines. 
This  type  of  engine,  shown  in  Fig.  4,  super- 
charged each  cylinder  by  the  use  of  crankcase 
pressure,  as  is  possible  in  four-cycle  engines. 
Experiments  were  made  using  both  air  and 
mixture  in  the  crankcase.  Considerable  diffi- 
culty was  encountered  in  both  the  design  and 
construction  of  the  engine  and  so  far  as  the 
engineering  division  has  learned,  no  complete 
tests  have  been  run ;  and  in  the  small  amount 
of  testing  that  has  been  done  no  very  large 
increase  in  power  or  brake  mean  effective 
pressure  has  been  shown  officially.  It  is 
believed  that  the  frictional  losses  will  prove  to 
be  very  high  in  this  type  of  engine  and  that 
the  supercharging  will  be  comparatively  ■ 
limited.  A  similar  engine  which  was  tested 
in  this  country  did  show  very  high  frictional 
loss,  due  partly  to  the  work  of  operating  the 
valves  which  controlled  the  crankcase  air. 

An  interesting  problem  in  this  type  of 
engine  when  using  air  in  the  crankcase  is 
whether  a  rich  mixture  should  be  fed  through 
the  regular  induction  system  and  an  effort 
made  to  dilute  it  with  the  supercharged  air,  or 
a  normal  mixture  should  be  fed  through  the 
induction  system  and  an  attempt  made  to 
obtain  perfect  stratification  and  thus  let  the 
supercharged  air  merely  form  a  cool,  elastic 
and  expanding  cushion  on  the  piston-head.  It 
is  feared  that  in  either  case  it  will  be  difficult 
to  secure  the  desired  results  through  a  large 
range  of  speeds  and  throttle  positions. 

There  is  an  English  make  of  supercharging 
engine  in  which  air  is  compressed  under  the 
piston  and  by-passed  through  cylinder  ports 
at  the  bottom  of  every  stroke  (see  Fig.  5), 
supercharging,  as  in  the  Kessler  engine,  at 
the  end  of  the  suction  stroke  and  scavenging 
at  the  end  of  the  exhaust  stroke.  It  is  claimed 
by  the  inventor  that  this  scavenging  makes 


472     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


possible  the  use  of  higher  compression  and 
greatly  improves  the  fuel  economy  and  brake 
mean  effective  pressure.  It  is  believed  that 
this  engine  will  give  rather  limited  super- 
charging and  it  may  prove  difficult  to  control 
the  mixing  or  stratification  of  the  air  and 
mixture  at  some  speeds. 

In  an  English  rotarj-  air-cooled  engine  the 
pistons  travel  out  to  the  cylinder-heads  on  the 
scavenging  stroke  and  the  beginning  of  the 
suction  stroke  and  continue  an  extra  distance 
inward  at  the  end  of  the  suction  stroke,  thus 
taking  in  a  larger  charge  than  that  of  a  con- 
ventional engine.  The  piston  reaches  only  a 
normal  position  at  the  end  of  the  compression 
stroke  and  continues  an  extra  distance  inward 
at  the  end  of  the  suction  stroke,  all  by 
means  of  an  eccentric  crankpin  bear- 
ing which  is  rotated  on  the  crankpin 
by  gears  of  suitable  ratio.  This  type 
of  engine  must  certainly  give  a  very 
limited  amount  of  supercharging. 

It  is  believed  that  supercharging 
engines  will  necessarily  give  a  rather 
limited  amount  of  supercharging.  It 
is  also  believed  that  considerable 
difficulty  will  be  encountered  in 
obtaining  the  desired  stratification  in 
mixing  conditions  in  the  combustion 
chamber  through  any  wide  range  of 
throttle  positions.  Also,  some  me- 
chanical friction  is  added  in  this  type 
of  engine  and  it  must  be  borne  in  mind 
that  friction  is  particularly  undesir- 
able at  great  altitudes  because  it 
remains  nearly  constant  from  the 
ground  up  to  great  altitudes  while  the  power 
falls  ofT  rapidly;  therefore,  the  mechanical 
efficiency  of  the  engine  becomes  very  low. 

The  Root  type  of  blower  might  be  interest- 
ing for  supercharging  jjurposes  if  the  troubles 
caused  by  the  pulsating  nature  of  its  discharge 
could  be  eliminated.  It  is  hoped  that  Mr.  Lewis' 
efforts  along  this  line  will  meet  with  success. 

It  is  already  frequent  practice  to  build 
aviation  engines  with  compression  so  high 
that  the  throttle  cannot  be  fully  opened  on 
the  ground  without  injury  to  the  engine. 
In  this  way,  perhaps,  the  same  power  is 
obtained  at  oOOO  ft.  as  can  be  obtained  on  the 
ground.  It  has  been  suggested  that  this  idea 
be  carried  further  and  that  an  "oversize" 
engine  be  Iniilt  with  much  higher  compression 
so  that  the  throttle  cannot  be  opened  fully 
until  a  considerable  altitude,  such  as  l((,(l(r(l 
or  15, ()()()  ft.,  is  reached.  It  has  been  stated 
that  such  an  engine  could  be  made  lighter, 
in   proportion   to   the   cylinder  sizes,   tlian   a 


conventional  engine,  on  account  of  the  fact 
that  the  throttle  would  never  be  opened  near 
the  ground,  but  it  is  believed  that  when  this 
idea  is  investigated,  it  will  be  found  that  it  is 
the  inertia  forces  quite  as  much  as  the  explo- 
sion forces  that  determine  the  necessary 
strength  in  most  high-speed  airplane  engine 
parts  and  that  therefore  such  an  engine  could 
not  be  built  light  enough  to  make  it  practical. 
In  any  case,  it  is  doubtful  whether  this  would 
give  a  reallv  good  solution  for  flving  at  25,000 
or  30,000  ft. 

It  is  possible  that  centrifugal  compressors 
can  be  operated  satisfactorily  by  gears  or  by 
a  belt  drive.  It  is  known  that  some  designers 
are  working  on  both  of  these  problems. 


Fig.  4. 


Specially    Designed    Engine   which   is   Supercharged    by    Pressure 
Developed  in  the  Crankcase 

The  turbo-compressor  in  which  an  exhaust- 
driven  turbine  is  used  for  driving  the  centrif- 
ugal compressor  seems  to  present  one  fairly 
good  way  of  accomplishing  the  desired  pur- 
pose. The  turbo-compressor  itself  is  very 
simple,  as  there  is  only  one  moving  part, 
namely,  the  rotating  element  consisting  of  the 
turbine  wheel  and  compression  impeller. 
The  bearin;;s  of  this  rotating  clement  do  not 
seem  to  wear  noticeably  and  the  device 
imposes  very  little  drag  on  the  engine  when 
not  being  used  for  supercharging.  The  turbo- 
compressor  is  also  an  eflectivc  exhaust  muffler. 

The  Future  of  the  Supercharger 

It  is  believed  that  when  the  present  typo 
of  turbo-compressor  now  being  tested  by  the 
engineering  division  has  been  more  fully 
developed,  it  can  be  built  into  an  engine  in  a 
form  which  will  add  less  weight  and  less  head- 
resistance  than  the  present  machine,  and 
naturalh-  when  we  kimw  exactiv  what  addi- 


SUPERCHARGERS  AND  SUPERCHARGING  ENGINES 


473 


tional  cooling  surface  is  required  at  a  given 
height,  it  will  not  be  difficult  to  build  this 
cooling  surface  into  the  airplane  in  such  a 
form  that  very  little  weight  and  head-resist- 
ance will  be  added. 

The  uses  of  the  supercharger  for  military 
service  can  be  divided  into;  first,  for  airplanes 
in  which  it  is  desired  to  reach  extreme  altitude; 
second,  for  airplanes  in  which  it  is  desired 
to  increase  the  rate  of  climb  and  horizontal 
speed  and  therefore  maneuverability  at  alti- 
tudes where  it  is  intended  to  fight;  and,  third, 
for  airplanes  which  carry  large  loads,  such  as 
bombers,  which  normally  are  handicapped  bv 
having  a  very  low  ceiling  and  whose  entire 


lnie+ 


Exhaust 


Fig. 


5.      Cylinder  of  Specially  Designed  Engine  which  is  Supercharged  by 
Pressure  Developed  Around  the  Piston  and  Beneath  the  Rings 


usefulness  would,  if  larger  engines  were 
installed  to  pull  them  to  a  higher  ceiling,  be 
lost  on  account  of  the  larger  amount  of  fuel 
and  other  material  that  would  have  to  be 
carried,  thus  decreasing  their  radii  of  action. 
In  the  first  case  it  is  believed  that  a  special 
supercharger  can  be  built  that  will  make 
feasible  much  greater  altitudes  than  any  that 
have  been  attained  with  the  present  General 
Electric  turbo-compressor;  and  it  is  considered 
essential  that  we  have  airplanes  capable  of 
reaching  very  great  heights.  In  the  second 
case,  it  is  pointed  out  that  military  machines 
not  fitted  with  supercharging  engines,  when 
fighting  at  an  altitude  of  20,000  ft.  or  more, 
are  so  near  their  ceiling  that  their  rates  of 
climb,  speed,  and  maneuverability  are  com- 


paratively poor,  but  the  use  of  a  supercharger 
seems  to  overcome  this  difficulty  easily.  When 
a  pilot  climbs  with  a  normal  engine  to  20,000 
ft.  and  then  levels  ofif  in  horizontal  flight,  the 
engine  and  propeller  speed  up  perhaps  100 
r.p.m.  This,  of  course,  enables  the  engine  to 
develop  slightly  more  power.  In  the  case  of  a 
supercharged  engine,  especially  with  the 
turbo-compressor  type  of  supercharger,  as 
the  engine  speeds  up  in  horizontal  flight,  the 
temperature  of  the  exhaust  and  the  power 
available  from  the  exhaust  increase,  thus 
building  up  the  supercharging  pressure  and 
giving  considerably  greater  increased  power 
than  with  a  normal  engine. 

The  use  of  superchargers  in  com- 
mercial airplanes  of  the  future  is 
assured  because  superchargers  will 
make  possible  far  more  miles  per  hour 
and  more  miles  per  gallon  with  a  given 
engine  and  airplane,  and  speed  is  the 
main  advantage  of  air  over  other  kinds 
of  transportation.  It  is  thought  by 
many  qualified  judges  that,  by  flying 
at  a  sufficient  height  with  a  super- 
charged engine  and  a  suitably  de- 
signed airplane,  a  speed  of  200  m.p.h. 
can  be  maintained. 

In  the  heavy-load-carrying  type  of 
plane  which  must  necessarily  cross 
mountains  or  perhaps  fly  above 
storms  and  clouds,  the  necessary 
height  can  be  reached  with  smaller, 
cheaper,  and  more  economical  engines 
if  they  are  fitted  with  superchargers. 
It  is  obvious  that  in  really  long  cross- 
country flights  or  trans-continental 
with  mail  or  passengers,  the  logical 
is  to  fly  at  25,000  or  30,000  ft.  alti- 
tude where  the  resistance  to  speed  is  low 
and  great  speed  can  therefore  be  attained 
provided  the  engine  can  deliver  high  power 
economically,  which  it  can  do  if  equipped 
with  a  supercharger. 

As  a  graphic  illustration  of  the  advantage  of 
a  supercharged  engine,  it  is  pointed  out  that 
at  2.5,000  ft.  altitude  a  supercharged  250-h.p. 
engine  will  deliver  as  much  power  as  a  1000- 
h.p.  engine  without  a  supercharger;  and  of 
course  the  former  will  weigh  many  hundred 
pounds  less,  its  fuel  and  tankage  will  weigh 
very  much  less,  the  first  cost  will  be  much 
lower  and  the  structure  of  the  airplane  can  be 
made  much  lighter. 


flights, 
course 


474     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


Maintaining  Airplane  Engine  Power  at 
Great  Altitudes 

By  Lieut. -Col.  V.  E.  Cl.\rk 
Engineering  Division,  Air  Service,  D.wton,  Ohio 

The  following  is  a  very  brief  abstract  of  Lieut. -Col.  Clark's  paper  presented  at  the  Aeronautic  Meeting  of 
the  Society  of  Automotive' Engineers,  March  10,  at  New  York  City.  The  material  omitted  in  this  abstract  is 
principally  aeronautical  calculations  of  a  rather  highly  technical  nature.  These  furnish  the  data  for  plotting 
the  curves  shown  in  Fig.  1.  There  seems  to  be  no  question  but  that  the  supercharger  is  initiating  an  era  of 
extraordinary  development.  In  delivering  the  paper,  Lieut. -Col.  Clark  specifically  stated  that  his  calculations 
referred  to  the  General  Electric  supercharger  and  that  he  computed  that  during  Major  Schroeder's  recent 
record  altitude  flight  the  plane  was  performing  in  accordance  with  the  values  stated  in  this  article. — Editor. 


In  the  summer  of  1917,  the  Boiling  Air- 
plane Mission  to  Europe  recommended  in  an 
official  report  that  our  engineers  direct 
especial  energy  -toward  the  development  of 
means  to  maintain  a  high  proportion  of  the 
power  of  airplane  engines  at  great  altitudes. 

The  purpose  of  this  article  is  to  indicate  the 
possibilities  and  limitations  of  increasing 
airplane  speed  by  introducing  means  to  main- 
tain high  engine  power  at  great  altitudes. 
I  have  attacked  the  problem  by  selecting  the 
De  Haviland  Four  as  being  an  airplane  typical 
of  present  practice,  and  by  endeavoring  to 
compute  approximately  the  performances  that 
might  be  obtained  at  different  altitudes  with 
various  assumed  ratios  of  actual  engine  power 
at  the  altitude  to  the  total  weight  of  the  air- 
plane in  e\-ery  case. 

Let  us  compare  the  speed  of  a  present-day 
airplane  with  that  of  a  hypothetical  airplane 
in  which  is  installed  a  means  of  maintaining 
its  power  constant  at  all  working  altitudes. 
Looking  toward  the  future,  it  will  be  interest- 
ing to  assume  that  the  total  airplane  weight  is 
the  same  in  each  case,  5000  lb.,  and  the 
engine  develops  500  h.p.  at  sea  level. 

Case  I.  The  engine  power  decreases  with 
an  increase  in  altitude  at  the  normal  prescnt- 
dav  rate,  with  no  novel  means  of  maintaining 
it." 

Case  II.  Means  are  installed  for  main- 
taining the  engine  power  constant  with 
changes  of  altitude. 

We  will  in  the  second  case  assume  a  con- 
stant propeller  eflicicncy  of  O.SO.  From  a 
practical  standpoint,  the  maintenance  of  such 
an  efficiency,  constant  at  various  speeds  and 
in  different  densities,  is  today  impossible. 
The  development  of  the  variable-pitch  pro- 
peller which,  most  fortunately,  is  contem- 
porary with  that  of  the  supercharger,  is  lead- 
ing in  the  desired  direction,  however.  The 
supercharger  would,  relatively,  be  of  little 
value   without    the   variable-pitch    propeller 


which,  set  at  a  ven-  low  pitch,  permits  climb- 
ing away  from  the  ground,  and,  set  at  a  ver\' 
high  pitch,  shovild  show  good  efficiency  at 
very  high  airplane  speeds,  in  air  of  ver}^  low 
densitv. 


700O0  ■ 
6O00O  ■ 
5OOO0  ■ 


. 

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L. 

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/ 

5S 

r 

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e^. 

/ 

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Va 

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uo! 

e> 

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.,/ 

f 

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p 

>■ 

/ 

ft 

N 

J 

f 

Rt 

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^Ct 

V 

eo  so  looiro  leo  150 ifo  1X160  no  i«o ISO looemioixemx 

SpeaamMPH. 

Fig.  1.  Stalling  Speed  and  High-speed  Curves  of  a  De  Haviland 
Four  Airplane  with  and  without  a  Supercharger.  Case  I  without 
Supercharger;  Case  II  with  Supercharger  i curve  hypothetical) 

Computation  results  in  the  cur\-cs  shown  in 
Fig.  1  which  present  the  stalling  speed  and  a 
comparison  between  the  high  speeds  of  the 
planes  in  the  two  preceding  cases  at  all 
altitudes. 

No  suggestion  will  here  be  made  as  to  the 
basic  principle  of  the  device  or  means  for 
maintaining  power  with  low  density.  Among 
the  soltitions  suggested  are  a  supercharging 
device  at  each  cylinder  to  increase  the  com- 
pression and  introduce  more  oxygen,  a  rotary 
air  compressor  driven  by  an  exhaust  gas  tur- 
bine, or  through  gearing  by  a  shaft,  special 
fuels  and  the  combination  of  the  special  fuel 
with  a  higher  compression,  etc.  Designers 
must  consider  the  extreme  low  temperatures 
encountered. 

Incidentally,  the  air  compressor  for  the 
engine  intake  might  also  be  used  to  maintain 


MAINTAINING  AIRPLANE  ENGINE  POWER  AT  GREAT  ALTITUDES        475 


good  pressure  and  introduce  extra  oxygen  in 
a  necessarily  sealed  compartment  occupied 
by  the  personnel. 

If  engineers  should  go  through  a  few 
numerical  examples,  following  the  method 
shown  (in  the  full  text  of  this  article)  and 
using  the  curves  and  noting  results,  they 
might  become  interested  in  development  along 
this  line. 

In  the  general  latitude  of  New  York, 
Chicago  and  San  Francisco,  suppose  that  we 
could  in  certain  seasons  of  the  year,  by  rising 
to  an  altitude  of  about  40,000  ft.,  encounter 
a  wind  current  having  a  velocity  of  100  m.p.h., 
whose  direction  is  such  as  to  be  "under  the 
tail."     If  we  could  maintain  a  speed  through 


the  air  of  200  m.p.h.  at  this  altitude  our 
speed  over  the  ground  would  be  300  m.p.h. 
We  could  then,  in  flying  time,  go  from  Chicago 
to  New  York  in  three  hours  and  from  San 
Francisco  to  New  York  in  nine  hours. 

Speed  of  travel  or  transportation  makes  for 
saving  in  time  which,  from  the  practical  com- 
mercial standpoint,  is  tantamount  to  the 
elimination  of  space.  Bringing  San  Francisco 
as  near  to  New  York  as  Pittsburg  now  is  by 
train,  if  it  can  be  done,  is  a  matter  of  tremen- 
dous importance.  We  should,  therefore,  look 
well  into  all  means  offering  even  the  appear- 
ances of  feasibility  which  may  be  suggested 
for  helping  toward  this  eventual  accom- 
plishment. 


Le  Pere  Biplane  after  trial  flight  at  McCook  Field,  Dayton.  Ohio.      The  General  Electric  Super- 
charger is  shown  mounted  on  the  head  end  of  the  Liberty  Motor 


476     June.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  0 


The  General  Electric  Turbo-supercharger  for 

Airplanes 

By  Dr.  Saxford  A.  Moss 
Turbine  Research  Dep.^rtment,  Gexer.\l  Electric  Comp.\xy 

Dr.  Moss,  who  developed  the  General  Electric  turbo-supercharger,  compares  the  device  with  others 
intended  for  the  same  purpose  and  with  supercharging  engines.  He  then  explains  the  design  of  the  General 
Electric  supercharger,  and  narrates  the  very  interesting  history  of  its  development  which  includes  a  series  of 
tests  on  Pike's  Peak  and  also  in  flight.  There  is  also  included  a  very  graphic  description  of  the  instruments 
and  method  of  calculation  employed  in  accurately  measuring  airplane  altitude.  The  author  concludes  his 
article  with  a  description  of  the  performance  of  the  supercharger. — Editor. 


Introduction 

An  airplane  flying  at  high  altitude  is  in  an 
atmosphere  of  comparatively  low  density. 
For  instance,  at  20.000  ft.  altitude  the  density 
is  practically  half  that  at  sea  level.  This 
means  that  a  given  volume  contains  half  as 
much  actual  air  by  weight.  The  cylinders 
of  an  airplane  engine  are  therefore  charged 
with  an  explosive  mixture  which  has  about 
half  the  value  of  a  charge  at  sea  level.  The 
engine  actuallv  delivers  about  half  of  its  sea- 
level  power  at' 20,000  ft. 

Both  the  low  temperature  and  the  de- 
creased pressure  at  high  altitude  have  effect 
in  fixing  the  high  altitude  density.  Both  the 
decrease  of  temperature  and  the  decrease  of 
weight  of  the  charge  affect  the  carburation  at 
high  altitude.  The  fixed  clearance  volume 
and  the  decreased  initial  pressure  give  a 
decrease  of  compression  pressure  resulting  in 
a  loss  of  efficiency.  There  is,  therefore,  a 
combination  of  causes  which  gives  as  a  net 
result  the  decrease  in  engine  power  very 
nearly  proportional  to  the  decrease  in  density. 

At  high  altitude,  the  resistance  of  the  air  to 
the  motion  of  the  airplane  is  decreased 
directly  in  proportion  to  the  decrease  of 
density.  The  power  required  for  a  given 
airplane  speed  is  therefore  greatly  reduced. 
However,  the  engine  power  has  been  so 
reduced  that  the  usual  net  result  is  a  con- 
siderable decrease  in  airplane  speed.  When 
the  engine  power  is  maintained  at  the  sea- 
level  value,  there  is,  however,  a  considerable 
increase  of  speed  at  high  altitude. 

Filling  the  cylinders  of  an  internal  com- 
bustion engine  with  a  charge  greater  than  that 
which  would  normally  occur,  is  called  "super- 
charging." Methods  of  doing  this  have 
engaged  the  attention  of  a  great  many 
experimenters. 

The  "gas  turbine"  is  a  prime  mover  in 
which  highly  heated  products  of  combustion 
impinge  directly  on  a  turbine  wheel.  The 
high  thermal  efficiency  of  the  gas  engine  and 


the  rapid  displacement  of  the  reciprocating 
engine  by  the  steam  turbine  have  caused  a 
great  deal  of  effort  to  be  spent  upon  some 
combination  of  the  two  in  the  form  of  a  "gas 
turbine."  Many  inventors  have  proposed 
various  types  of  gas  turbines  and  a  number  of 
these  have  been  developed  to  the  point  where 
their  operation  is  successfvd  mechanically. 
However,  no  type  has  yet  shown  sufticientiy 
good  efficiency  to  warrant  commercial  use. 
The  engineers  of  the  General  Electric  Com- 
pany have  ver\-  closely  followed  the  various 
gas  turbine  developments  and  have  been 
intimately  in  touch  with  the  situation  for 
many  years. 

In  1903  the  Company  first  began  work  on 
the  "centrifugal  compressor."  This  is  an 
apparatus  similar  to  the  fan  blower  except 
that  the  shape  of  the  impeller  blades  and  the 
passages  leading  air  to  and  from  the  impeller 
are  so  arranged  as  to  give  efficiency  ven- 
much  greater  than  that  of  the  usual  type  of 
fan  blower,  so  that  the  apparatus  forms  a 
satisfactory  means  for  compressing  air  to 
appreciable  pressures.  A  line  of  single-stage 
centrifugal  compressors  has  been  developed 
for  compressing  air  from  one  to  five  pounds 
per  square  inch  above  atmosphere,  to  be 
used  for  many  industrial  purposes;  as  well 
as  a  line  of  multi-stage  machines  for  com- 
])ressing  air  and  gas  ujj  to  pressures  of  30  lb. 
per  square  inch  above  atmosphere. 

The  turbo-supercharger  is  a  combination 
of  a  gas  turbine  and  a  ccntriftigal  compressor, 
arranged  as  part  of  an  airplane  gasolene 
engine.  The  hot  products  of  combustion 
from  the  engine  exhaust  are  received  upon  the 
turbine  runner  and  furnish  power  whereby  is 
driven  a  centrifugal  compressor  mounted  on 
the  same  shaft,  which  compresses  air  for 
supply  to  the  carburetors.  A  more  detailed 
description  is  given  later. 

In  the  latter  part  of  1917  the  National 
Advisory  Committee  for  Aeronautics  re- 
quested   the    co-ojH-ration    of    the    General 


THE  GENERAL  ELECTRIC  TURBO-SUPERCHARGER  FOR  AIRPLANES      477 


Electric  Company  in  the  development  of  the 
turbo-supercharger  in  the  United  States. 
Our  experience  with  gas  turbines  and  centrif- 
ugal compressors  led  us  to  be  greatly  interested 
and  the  work  was  pushed  vigorously  during 
the  war.  An  apparatus  was  constructed  and 
placed  in  operation  on  an  airplane  engine  near 
sea  level.  After  a  period  of  development,  the 
stage  was  reached  where  nothing  more  could 
be  done  except  at  high  altitude.  However, 
since  the  development  was  not  sufficiently 
advanced  to  warrant  an  airplane  flight,  the 
entire  testing  apparatus  was  taken  to  the 
summit  of  Pike's  Peak.  Here  a  further 
period  of  development  took  place.  The 
apparatus  was  finally  gotten  into  satisfactory 
working  order  so  that  the  airplane  engine 
developed  the  same  power  at  the  summit  of 
Pike's  Peak  as  it  originally  had  near  sea  level. 
Arrangements  had  been  started  for  installing 
the  apparatus  on  an  airplane  when  the 
Armistice  intervened.  Examination  of  the 
results  which  had  been  obtained,  by  army 
officials  after  the  Armistice,  led  to  a  resump- 
tion of  the  work  and  the  apparatus  was 
finally  installed  on  an  airplane.  A  very  good 
showing  was  made  from  the  first.  The 
increase  of  power  at  high  altitude  was  such 
as  to  give  an  entirely  new  set  of  conditions 
from  those  under  which  the  airplane  originally 
operated.  This  required  various  changes  in 
the  entire  airplane  apparatus  and  develop- 
ment was  made  of  proper  radiators,  propellers, 
gasolene  systems,  cooling  systems,  etc.  This 
work  has  been  proceeding  satisfactorily  for 
some  time. 

Development  work  on  the  turbo-super- 
charger is  also  being  carried  on  in  France 
independently  of  our  work.  So  far  as  can 
be  seen  from  the  published  accounts  of  the 
French  work,  our  apparatus  is  on  a  larger 
scale.  We  are  supercharging  a  larger  air- 
plane motor  and  are  carrying  the  super- 
charging to  higher  altitudes.  The  mechanical 
details  of  the  French  and  General  Electric 
apparatus  are  quite  different.  The  develop- 
ment of  a  turbo-supercharger  similar  to  that  of 
the  French  was  started  in  this  countr\-  but 
the  design  was  modified  considerably.  Work 
on  this  apparatus  has  not  been  carried  to  a 
canclusion,  however. 

Our  work  was  originally  started  at  the 
suggestion  of  Dr.  W.  F.  Durand,  then  Chair- 
man of  the  National  Advisory  Committee  for 
Aeronautics,  who  knew  of  our  long  experi- 
ence with  gas  turbines  and  centrifugal  com- 
pressors. It  has  since  been  carried  on  under 
the  super\-ision  at  various  times  of  Col.  J.  G. 


Vincent,  Col.  T.  H.  Bane,  Major  H.  C. 
Marmon,  Major  G.  E.  A.  Hallett  and  Major 
R.  W.  Schroeder.  Major  Hallett  has  had 
charge  of  the  development  since  the  Armi- 
stice, and  he  has  given  considerable  study 
to  the  matter  of  superchargers  in  general. 

The  Turbo-supercharger  Cycle 

Fig.  3  of  the  foregoing  article  by  Major 
Hallett  gives  a  detailed  diagram  of  the  prin- 
ciples of  the  turbo-supercharger.  The  exhaust 
of  the  airplane  engine  is  received  by  an 
exhaust  manifold  which  leads  it  to  a  nozzle 
chamber  carrying  nozzles  which  discharge  it 
onto  the  buckets  of  a  turbine  wheel.  On  the 
same  shaft  as  this  turbine  wheel  is  the 
impeller  of  a  centrifugal  compressor.  This 
compresses  air  from  the  low  pressure  atmos- 
phere to  approximately  normal  sea-level 
pressure  and  delivers  it  to  an  air  discharge 
conduit  which  supplies  the  carburetors. 

The  turbine  nozzles  are  of  such  area  as  to 
maintain  within  the  exhaust  manifold  and 
nozzle  box  a  pressure  approximately  equal 
to  that  at  sea  level.  The  difference  between 
this  pressure  and  the  altitude  low  pressure 
gives  a  pressure  drop  for  the  exhaust  gases 
which  furnishes  the  power  that  operates  the 
system. 

Due  to  the  respective  temperatures,  this 
power  input  suffices  to  give  the  desired 
compression  and  also  to  supply  the  inevitable 
losses.  However,  in  order  to  avoid  back  pres- 
sure on  the  engine,  above  the  normal  sea-level 
value,  both  turbine  and  compressor  must  be 
designed  with  utmost  attention  to  efficiency. 

With  an  efficient  arrangement,  the  engine 
when  at  high  altitude  exhausts  at  normal  sea- 
level  pressure  and  receives  its  air  at  the 
carburetor  at  normal  sea-level  pressure. 
Hence,  normal  sea-level  power  is  delivered 
at  all  altitudes  up  to  the  maximum  for  which 
the  supercharger  is  designed,  so  that  the  plane 
speed  will  increase  uniformly  as  the  altitude 
density  decreases. 

In  order  to  reach  this  ideal  there  are  vari- 
ous auxiliary  problems  that  have  to  be 
solved;  such  as  temperatvire  rise  of  com- 
pression, slight  deficiency  of  oxygen  at  high 
altitudes,  effect  of  propeller  on  engine  speed, 
and  various  other  effects.  The  work  thus  far 
accomplished  has  demonstrated  the  validity 
of  the  fundamental  principles  and  has  dis- 
closed the  problems  of  detail. 

Mechanical  Problems  of  Supercharging 

The  General  Electric  superchargers  thus 
far  constructed   have  been  designed  to  give 


47S     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


sea-level  absolute  pressure  at  an  altitude  of 
18,000  ft.,  which  involves  a  compressor  that 
doubles  the  absolute  pressure  of  the  air.  This 
pressure  ratio,  with  the  quantity  of  air 
involved,  requires  about  50  shaft  horse  power 
input  for  the  compressor.  The  design  of  a 
complete  power  plant  of  this  size  to  suit  an 
existing  airplane  engine,  with  such  weight  and 
location  as  will  not  impair  the  flying  char- 
acteristics of  the  plane,  has  of  course  offered 
many  problems.  The  possibility  of  driving 
the  compressor  of  the  supercharger  by  engine 
power,  instead  of  by  the  exhaust  gases, 
suggested  itself.  Indeed,  obsen-ation  of  an 
engine  exhausting  in  the  usual  way  into  the 
atmosphere,  discharging  flames  through  the 
short  red-hot  spouts,  with  the  almost  incan- 
descent exhaust  valves  in  view,  makes  it  seem 
absurd  to  propose  to  pass  these  red-hot  gases 
through  pipes  with  a  pressure  difference  above 
the  surrounding  atmosphere  equal  to  its 
absolute  pressure,  and  more  absurd  still  to 
obtain  power  by  discharging  these  red-hot 
gases  onto  a  turbine  wheel  rotating  at  20,000 
r.p.m.  Nevertheless  the  turbo-supercharger 
has  made  flight  after  flight  with  entirely 
successful  operation,  while  the  mechanically- 
driven  supercharger  has  never  endured  in  spite 
of  much  effort.  Much  experience  with  the 
operation  of  the  gas  turbine  led  the  writer  to 
prefer  its  problems  to  those  of  the  driving 
mechanism  of  a  supercharger  operated  from 
the  engine.  The  turbine  involves  merely  the 
addition  to  the  compressor  of  a  single  extra 
wheel,  designed  for  the  conditions,  with 
no  extra  bearings.  The  engine-driven  scheme 
involves  a  50-h-p.  transmission  with  multi- 
plicity of  gears,  bearings,  clutches,  belts,  and 
the  like.  These  offer  more  or  less  drag  on  the 
engine  when  the  supercharger  is  not  in  use  at 
low  altitudes,  and  very  serious  problems  of  ac- 
celeration when  the  supercharger  is  to  be  thrown 
into  action,  since  the  engine  will  be  then  run- 
ning at  its  full  speed  of  about  ISOO  r.p.m. 

It  must  be  admitted  that  this  is  much  the 
simpler  proposition,  since  a  turbine  wheel 
has  been  designed  which  will  endure. 

The  exhaust  manifold  and  nozzle  box  have 
proven  to  be  a  very  efficient  exhaust  muffler 
and  conductor.  Such  a  mufllcr  and  conductor 
is  needed  in  any  event,  and  the  design  of 
means  for  withstanding  the  increased  pres- 
sure difference  of  the  turbo-supercharger  has 
been  successfully  accomplished. 

Power  for  Turbo  and  Engine-driven  Superchargers 
An    efficient    turbo-supercharger    theoreti- 
cally deducts  from  the  indicated  horse  power 


of  the  airplane  engine  an  amount  correspond- 
ing to  the  difference  between  sea-level 
absolute  pressure  and  altitude  pressure.  There 
is  this  additional  back  pressure  during  the 
exhaust  stroke.  The  theoretical  power  avail- 
able for  driving  the  turbo-supercharger  is 
greater  than  this,  however,  owing  to  the  fact 
that  there  is  available  not  only  the  energy 
due  to  the  direct  pressure  difference  men- 
tioned, but  also  the  energ>-  of  perfect  expan- 
sion from  the  higher  to  the  lower  pressure. 
If  there  were  no  turbo-supercharger  the 
engine  would  waste  this  energv-  in  sudden 
pressure  drop  as  the  exhaust  valves  open. 
The  turbine  can  utilize  this  energA-.  The 
sum  of  these  two  amounts  of  available  energy-, 
multiplied  by  the  efficiency  of  the  turbine 
wheel,  gives  the  shaft  power  delivered  to  the 
compressor. 

For  an  engine-driven  supercharger  com- 
pressor there  is  greater  engine  indicated 
power  due  to  a  lower  exhaust  pressure. 
However,  the  shaft  power  for  the  super- 
charger compressor  must  be  transmitted 
through  the  engine  connecting  rod  and  crank 
shaft,  with  losses,  and  then  through  the 
supercharger  driving  mechanism  with  addi- 
tional losses.  The  total  shaft  power  thus 
subtracted  from  the  engine,  multiplied  by 
the  efficiencies  of  these  two  transmissions, 
gives  the  shaft  power  delivered  to  the  com- 
pressor. This  is  the  same  as  for  the  turbo- 
supercharger.  For  a  Liberty  motor  of  about 
401)  h.p.  and  sea-level  power  at  18,000  ft. 
altitude,  this  power  is  50  h.p. 

The  comparison  then  is  as  follows:  The 
turbo-supercharger  subtracts  from  the  engine 
indicated  power,  adds  power  of  expansion 
which  would  not  otherwise  be  used,  and  has 
turbine  wheel  losses.  The  engine-driven 
supercharger  puts  this  indicated  power 
through  the  engine  (with  some  additional 
loads  on  the  pins  and  bearings)  and  has 
engine  and  transmission  losses. 

With  usual  efficiency  there  is  probably  not 
a  great  difference  between  the  gross  subtrac- 
tion from  engine  ])ower  in  the  two  cases. 
There  is  then  the  disadvantage  of  trans- 
mitting the  supercharger  power  through  the 
engine  pins  and  bearings,  as  well  as  through 
some  mechanism  l)etwe<.>n  engine  and  su^xr- 
chargcr,  to  be  compared  with  the  collection 
of  the  hot  gases  under  pressure  (with  muflling 
advantages)  and  delivor>-  to  the  turbine 
wheel.  As  already  mentioned,  practical 
success  to  date  is  in  favor  of  the  turbo-su[>er- 
charger  and  the  writer  feels  that  this  is  really 
due  to  its  innate  superiority. 


THE  GENERAL  ELECTRIC  TURBO-SUPERCHARGER  FOR  AIRPLANES      479 


Engine-driven  superchargers  with  positive- 
pressure  blowers  have  been  proposed.  These 
have  the  additional  disadvantage  that  with 
the  desirable  pressure  ratios  of  about  two  to 
one  there  is  an  appreciable  compression  loss 
due  to  the  fact  that  the  machine  only  dis- 
places air  and  has  no  direct  means  for  com- 
pression. 

It  is  to  be  noted  that,  although  the  power 
required  to  drive  the  supercharger  is  sub- 
tracted from  the  engine  power,  the  remainder 
at  high  altitude  with  an  efficient  super- 
charger is  equal  to  sea-level  power.  That  is 
to  say,  the  supercharged  engine  delivers 
power  enough  to  drive  the  supercharger  as 
well  as  to  deliver  sea-level  power  to  the 
propeller.  There  is  of  course  no  way  to 
arrange  for  full  power  due  to  supercharging 
with  the  additional  power  due  to  exhaust 
at  the  low  absolute  pressure  of  high  altitude 
and  without  expenditure  of  power  for  super- 
charging. Without  a  supercharger  the  engine 
has  the  advantage  of  a  very  low  exhaust 
pressure,  but  the  explosive  charge  is  so  small 
that  the  gross  power  has  the  well-known  low 
value  at  high  altitude. 

Supercharging  Engines 

Supercharging  engines  of  various  kinds, 
in  which  the  engine  crank  case  or  the  engine 
cylinders  themselves  are  arranged  for  addi- 
tional compression,  have  been  discussed  by 
Major  Hallett,  and  shown  to  give  excessive 
weight  and  complication  as  compared  with  a 
turbo-supercharger. 

A  very  simple  form  of  supercharging  has 
frequently  been  used  wherein  an  engine  of 
large  displacement,  but  with  very  high  com- 
pression pistons  has  been  fitted  to  a  com- 
paratively small  plane.  In  such  a  case,  the 
throttle  could  not  be  opened  wide  near  sea 
level  because  the  compression  would  be  exces- 
sive and  serious  pre-ignition  would  result;  to 
say  nothing  of  the  damaging  effect  on  the 
engine  by  delivery  of  the  full  power  cor- 
responding to  the  displacement  with  sea- 
level  charge.  At  altitude,  however,  a  full 
charge  at  the  altitude  density  is  taken,  and  on 
account  of  the  high  compression  pistons  this 
is  compressed  to  a  proper  amount  for  good 
operation.  ,  ^pme  high  altitude  flights  have 
been  made  in  this  way  with  a  single  seat 
plane  and  engine  with  a  displacement  cor- 
responding to  400-h.p.  at  sea  level.  The  power 
at  high  altitude  was  possibly  100-h.p.  A  100- 
h.p.  engine  with  a  turbo-supercharger  would 
give  the  same  power  at  altitude  and  weigh  very 
much  less. 


Since  such  an  engine  has  normal  com- 
pression pressure  at  high  altitude,  the  power 
will  be  very  nearly  proportional  to  the  density 
of  the  charge.  There  will  be  no  loss  of 
efficiency  due  to  decrease  of  compression 
pressure.  The  altitude  power  will  then 
varv  directly  with  the  cylinder  displacement 
and  inversely  with  relative  density  at  altitude. 

Major  Hallett  points  out  that  with  such  an 
engine  the  weight  is  nearly  proportional  to 
the  displacement.  Hence  such  an  engine 
will  weigh  nearly  twice  as  much  as  a  super- 
charged engine  for  18,000  ft.  altitude  con- 
ditions, and  nearly  four  times  as  much  for 
35,000  ft.  conditions  where  the  density  is 
one  fourth  that  at  sea  level.  There  is  some 
deduction  from  these  figures  due  to  the  fact 
that  the  weight  will  not  go  up  quite  as  fast 
as  the  displacement  and  because  the  super- 
charger's weight  is  not  negligible.  However, 
the  situation  in  the  main  is  as  represented. 

Engines  have  also  been  proposed  with 
crank-case  compression,  either  with  individual 
connections  or  with  a  receiver.  With  a  four- 
stroke  cycle,  two  crank-case  ends  supercharge 
a  single  cylinder.  However,  with  the  mini- 
mum crank-case  clearance  thus  far  suggested, 
the  maximum  compression  pressure  possible 
is  not  sufficient  to  give  supercharging  at  an 
appreciable  altitude. 

Design  of  General  Electric  Superchargers 

The  machines  used  thus  far  have  been 
designed  to  give  sea-level  pressure  at  18,000 
ft.  altitude,  which  corresponds  to  a  pressure 
ratio  of  about  two.  The  rated  speed  for 
these  conditions  is  20,000  r.p.m.  Sea-level 
pressure  has  readily  been  obtained  up  to- 
22,000  ft.  altitude.  The  control  is  entirely 
by  hand  operation  of  waste  gates,  which 
permits  of  free  escape  of  some  of  the  exhaust^ 
gases. 

The  entire  apparatus,  exclusive  of  exhaust, 
manifold  and  air  discharge  conduit,  weighs 
about  100  lb.  The  exhaust  manifold  and  air 
conduits  have  nearly  the  same  weight  as. 
equivalent  parts  with  no  supercharger. 

The  turbine  and  compressor  wheel  have 
diameters  somewhat  less  than  a  foot.  The 
present  design  has  been  hampered  by  necessity 
for  accommodation  to  existing  engines  and 
planes.  It  is  proposed,  however,  to  con- 
struct apparatus  in  which  engine  and  super- 
charger are  integral,  with  all  parts  arranged 
for  the  full  possibilities  of  the  combination. 

The  essential  features  of  the  design  are 
various  arrangements  of  ducts  for  cooling  the 
several  parts,  means  for  accommodating  the 


480     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


temperature  expansions,  means  for  handling 
the  temperatures  which  exist,  and  design  of 
both  turbine  and  compressor  to  give  utmost 
efficiency. 

History  of  General  Electric  Supercharger 

The  combination  of  airplane,  propeller, 
engine,  radiator,  cooling  system,  and  super- 
charger are  so  intimately  associated  that  no 
adequate  tests  can  be  made  without  the 
complete  system  in  operation  at  full  speed 
at  altitude.  Altitude  chambers  exist  for 
tests  of  engines  alone,  but  none  are  arranged 
for  inclusion  of  the  propeller.  What  tests 
were  possible  were  first  run  with  steam  with 
the  supercharger  alone  at  the  Lynn  Works  of 
the  General  Electric  Company.  Additional 
tests  were  run  with  the 
supercharger  and  Liberty 
motor  on  dynamometer 
stands  at  McCook  Field, 
Dayton,  Ohio,  the  Experi- 
mental Station  of  the  Engi- 
neering Division  of  the 
Air  Sen.-ice.  These  tests 
were  necessarily  made  with 
nearly  sea-level  initial  pres- 
sure. Even  slight  super- 
charging under  such  condi- 
tions involved  increase  of 
compression  pressure,  and 
this  instantly  caused  pre- 
ignition.  Both  sets  of  tests 
gave  means  for  perfecting 
the  mechanical  operation 
of  the  supercharger,  but 
gave  no  information  as  to 
increase  of  engine  power 
under  altitude  conditions. 
So  far  as  could  be  seen  everything  was  operat- 
ing in  accordance  with  scheduled  expectations, 
but  there  was  not  sufficient  assurance  to  war- 
rant an  airplane  flight. 

During  the  initial  development  of  the 
Liberty  motor  a  testing  expedition  had  been 
sent  to  the  summit  of  Pike's  Peak,  and  it  was 
decided  to  repeat  this  performance  with  the 
supercharger.  Fig.  1  shows  the  motor  truck 
that  was  prepared  for  the  expedition.  The 
Liberty  motor  carrying  the  supercharger 
was  mounted  on  a  cradle  dynamometer,  with 
scales  and  all  arrangements  for  accurate 
measurement  of  power,  gasolene  consump- 
tion and  the  like.  In  fact,  a  complete  testing 
laboratory  was  provided.  The  motor  truck- 
was  shipped  by  rail  to  Colorado  Springs,  and 
then  proceeded  by  its  own  power  to  Pike's 
Peak    summit    on    the    "Pike's    Peak    Auto 


Highway."  This  is  a  well  constructed,  very 
tortuous  mountain  road  twenty-eight  miles 
long. 

Pike's  Peak  Summit  has  an  altitude  of 
14,109  ft.  It  is  the  highest  point  in  the 
United  States  easily  reached  by  road.  The 
summit  is  a  slightly  rounded  rocky  flat 
about  100  yds.  in  diameter.  On  it  are  two 
stone  houses,  one  at  the  terminus  of  a  cog  rail- 
road and  the  other  about  one  hundred  yards 
distant  at  the  terminus  of  the  auto  highway. 
The  motor  truck  was  set  up  near  the  latter. 
Fig.  2  shows  the  nature  of  Pike's  Peak 
summit.  Fig.  3  shows  the  way  the  test  car 
was  left  after  each  day's  work.  Fig.  4  shows 
its  condition  on  many  of  the  mornings.  There 
were,  however,  man\-  pleasant  days  when  the 


Fig.  I. 


Motor  Truck  Carrying  Liberty  Motor  and  Complete  Equipment  Tor  Testint  the 
General  Electric  Supercharger  in  Rarified  Atn\ospherc  at  Pike's  Peak 


testing  work  could  be  carried  on  with  facility. 
Fig.  r>  shows  the  rear  of  the  test  car  on  a 
pleasant  day. 

The  testing  work  at  the  summit  lasted 
through  September  and  half  of  October,  191.S. 
The  u-sual  difficulties  with  experimental  work 
were,  of  course,  encountered  with  the  addition 
of  many  delays,  due  to  the  cold  and  snow,  and 
distance  from  repair  shops.  Minor  changes 
were  ma(fe  in  a  little  shack  at  the  summit, 
but  all  the  machine  work  and  changes  of 
appreciable  magnitude  were  made  at  Colorado 
Springs.  The  apparatus  was  finally  arranged 
to  give  good  mechanical  operation,  and  a 
number  of  tests  were  run  showing  the  ytCT- 
formance  of  the  engine  with  the  supercharger 
opened  u])  to  the  maximum  limit  possible. 
The  supercharger  was  ilesigned  for  operation 
at    l.S, ()()()    ft.    with    some    margin.      It    was 


THE  GENERAL  ELECTRIC  TURBO-SUPERCHARGER  FOR  AIRPLANES      481 


'-''km* 


i% 


s< 


S  2 

5    H 


482     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  6 


possible  at  the  existing  altitude  of  14, ()()() 
feet  not  only  to  supercharge  so  as  to  give  full 
sea-level  power,  but  also  to  overcharge  so  as  to 
cause  the  engine  to  pre-ignite. 

It  was  agreed  that  results  of  the  Pike's  Peak 
tests  warranted  the  immediate  installation  of 


Fig.  6      Major  R.  W.  Schroeder,  Lieut.  G.  W.  Elsey,  and  the 
Author  (right  to  left) 

the  supercharger  on  an  airplane,  and  arrange- 
ments for  doing  this  were  in  progress  when  the 
Armistice  caused  a  cessation  of  the  work. 
After  the  Armistice,  careful  re-examination 
of  the  situation  resulted  in  resumption  of  the 
work  in  the  early  part  of  19  HI.  Various  re- 
arrangements were  made  in  view  of  the 
experience  gained   at   Pike's   Peak   and   the 


apparatus  was  finally  installed  on  an  airplane. 
After  a  number  of  tests  on  the  ground,  flight 
tests  were  made. 

It  soon  developed  that  a  ver\-  appreciable 
increase  of  power  was  easily  obtained  when 
the  supercharger  was  opened  up.  The  whole 
airplane  installation  was  not  properly  arranged 
to  take  advantage  of  this  power,  however,  and 
changes  were  necessar\-  in  the  radiator,  cool- 
ing system,  propeller  system,  gasolene  tank, 
and  pump  system,  etc.  Changes  in  these 
parts  have  been  made  from  time  to  time, 
and  this  work  is  still  in  progress.  As  the 
work  proceeds  more  and  more  power  is 
developed  by  the  engine.  Changes  have  also 
been  made  in  the  supercharger  itself. 

Many  remarkable  flight  tests  have  been 
made.  In  fact,  during  the  early  work  a 
flight  record  of  some  kind  was  broken  at  ever\- 
flight.  Appreciable  progress  has  already  been 
made,  but  the  full  capacities  of  the  apparatus 
have  not  yet  been  reached,  and  further 
improvements  of  performance  are  to  be 
expected. 

Fig.  7  shows  the  airplane  installation,  and 
Fig.  ()  shows  Major  R.  \V.  Schroeder,  who  has 
made  all  of  the  flight  tests  to  date,  together 
with  Lieut.  George  W.  Elsey,  who  has  made 
all  of  the  flight  observations  to  date.  The 
aviators  are  of  course  clothed  for  the  intense 
cold  of  high  altitudes  and  carr>-  the  parachutes 
that  are  now  regularly  used  by  the  U.  S.  Air 
Service  in  experimental  work. 

Measurement  of  Altitude 

The  altitude  of  an  airplane  is  measured  by 
an  altimeter  such  as  is  shown  in  Fig.  S.  This 
is  essentially  an  aneroid  barometer.  It  com- 
prises a  chamber  almost  wholly  exhausted  of 
air,  on  one  side  of  which  is  a  flexible  metal 
diaphragm.      As    the    atmospheric    pressure 


Fig.  7. 


Supercharger  Equipped  Airplane.      The  extra  long  propeller  is  used  to  hold  the  engine  tpeed  down  to  normal 
in  the  rarified  atmosphere  of  high  altitude 


THE  GENERAL  ELECTRIC  TURBO-SUPERCHARGER  FOR  AIRPLANES      4S3 


presses  on  this  diaphragm  to  a  greater  or 
lesser  extent,  the  diaphragm  moves  in  or  out. 
This  motion  actuates  a  train  of  mechanism, 
ending  in  a  needle  moving  over  a  scale.  The 
temperature  of  the  instrument  itself  must,  of 
course,  have  no  effect  on  the  readings.  Tem- 
perature compensation  is  arranged  for  bv  leav- 
ing a  certain  amount  of  air  in  the\-acuum  cham- 
ber and  also  by  use  of  metal,  in  one  of  the  levers, 
which  has  an  appreciable  coefficient  of  expan- 
sion. This  temperature  compensation  is  never 
quite  exact,  however,  and  a  slight  correction  to 
the  indications  must  be  made,  to  take  account 
of  the  actual  temperature  of  the  parts  of  the 
instrument  at  the  time  of  an  observation. 

The  reading  of  the  instrument  with  tem- 
perature compensation  taken  into  account 
gives  the  absolute  pressure  at  the  altitude 
in  question  and  it  is  from  this  absolute  pres- 
sure that  the  altitude  is  computed.  Knowing 
the  absolute  pressure  at  the  field  from  which 
the  flight  is  made,  as  given  by  the  barometer, 
the  absolute  pressure  at  altitude  as  given  by 
the  altimeter  reading,  and  the  temperature 
of  the  column  of  air  between  these  two  points 
at  a  number  of  heights,  the  difference  in  eleva- 
tion can  be  computed  by  appropriate  for- 
mula. There  exist  tables  of  average  values 
of  temperatures  at  various  altitudes  to  enable 
this  computation  to  be  made  approximately 
for  an  average  case.  However,  where  an 
actual  altitude  record  is  involved,  the  actual 
temperatures  at  various  altitudes  during  the 
ascent  must  be  observed  and  mserted  in  the 
formula.  The  determination  of  the  altitude 
in  a  record  flight  is  therefore  a  matter  of 
some  complexity.  It  has  been  very  carefully 
done  in  the  case  of  the  supercharger  flights  at 
McCook  Field. 

The  instrument  in  Fig.  S  is  an  indicating 
instrument.  The  instruments  actually  used 
for  the  final  computation  of  altitude  records 
are  recording  instruments  called  "baro- 
graphs," which  operate  on  the  same  principle. 
Fig.  10  shows  the  autograjahic  record  of  such 
an  instrument.  After  a  flight  the  recording 
instruments  used  are  removed  from  the  plane 
and  placed  under  the  bell-jar  of  an  air  pump, 
connected  with  a  mercury  column,  while 
the  clock  which  causes  the  rotation  of  the 
record  paper  is  still  running.  Autographic 
records  are  thus  obtained  at  a  number  of 
known  values  of  absolute  pressure,  as  shown 
by  the  mercury  column.  This  gives  an 
accurate  calibration  and  establishes  the 
absolute  pressure  at  the  maximum  altitude 
attained.  During  record  flights  three  inde- 
pendent barographs  are  used  for  certainty. 


Fig.  9  shows  observations  of  temperatures 
at  high  altitudes  for  a  great  many  of  the 
supercharger  flights.  From  the  actual  values 
of  these  temperatures  for  a  given  flight  and 
the  barograph  record  mentioned,  the  maxi- 
mmn  altitude  is  computed. 


19  ■>, 

Iff     '- 


Fig.  8.      The  Instrument  which  Indicates  to  the 
Aviator  the  Height  at  which  He  is  Flying 

The  amount  of  supercharging  is  measured 
by  a  recording  barograph  of  the  same  kind, 
which  is  not  exposed  to  atmospheric  pressure, 
however,  but  is  enclosed  in  a  sealed  chamber 
connected  by  a  pipe  line  to  the  air  conduit 
at  the  carburetor  inlets.  By  means  of  the 
known  temperatures  the  altitudes  correspond- 
ing to  this  record  are  known,  so  that  there  is 
given  a  record  of  the  equivalent  altitude  of 
the  engine.  This  is  practically  sea  level  as  is 
shown  by  the  lower  curve  in  Fig.  10. 


4S4     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  6 


-■40    -50    -20    -10     0      10     20     30     do     »     £0     TO     80 

Atmospheric  Tcmp«rature°F 

Fig.  9.      Curves  of  Temperature  at  High  Altitudes.     The  plotted 
points  were  made  during  supercharger  airplane  flights 


The  upper  curve  in  Fig.  10  gives  readings 
of  a  Verturi-meter-Pitot-tube  arrangement, 
which  gives  the  air  speed.  These  readings 
are  cahbrated  by  an  actual  flight  near  the 
ground  over  a  measured  course  of  three  miles 
with  the  use  of  stop  watches. 

By  these  methods  very  accurate  knowledge 
has  been  obtained  of  the  performance  of  the 
supercharger  under  many  conditons. 


Supercharger  Performances 

The  supercharger  which  has  been  used  to 
date  was  primarilv  designed  for  high  speeds 
at  altitudes  of  IS^OOO  to  22.000  ft.  The  Le 
Pere  plane  on  which  the  installation  was  made 
had  a  ceiling  of  about  20,000  feet  with  two 
men.  and  a  speed  at  this  altitude  of  70  miles 
per  hour.  With  the  supercharger  in  use,  a 
speed  of  about  140  miles  an  hour  has  been 
attained  at  22.000  ft.  As  already  pointed 
out,  this  has  been  attained  with  various  parts 
of  the  plane  installation  in  a  partially  de- 
veloped state.  Theoretical  computations  have 
been  made  showing  that  much  higher  speeds 
at  high  altitudes  are  to  be  expected.  The 
progress  of  the  flight  tests  to  date  indicates 
that  the  theoretical  expectations  will  be  full\- 
realized. 

The  making  of  high  altitude  records  has 
been  ver}"  attractive  and  the  supercharger  has. 
of  course,  been  used  for  this  purpose  as  well 
as  for  the  speed  courses  mentioned.  Success- 
ively higher  altitudes  have  been  reached  as 
experience  has  been  gained  regarding  the 
manipulation  of  oxygen,  gasolene,  and  other 
details.  The  highest  altitude  reached  with 
two  men  was  on  October  4.  1919,  with  Major 
R.  W.  Schroeder  and  Lieut.  George  W.  Elsey. 
The  maximum  indicated  altitude  was  32.335 
ft.     Various  computations  from  ver\-  corn- 


Fig.  10.     Sample  Barograph  Curve  Record  of  an  Airplane  Flight.     From  »uch  ■  record,  and  the  temperature*  •«  fthown 

in  Fig.  9.  the  true  altitudes  are  calculated 


THE  GENERAL  ELECTRIC  TURBO-SUPERCHARGER  FOR  AIRPLANES      485 


plete  observations,  give  the  actual  height 
above  the  ground  as  31,800  ft.  Complete 
details  of  these  computations,  as  officially 
verified,  are  given  in  Flyini^  for  January,  1920. 
This  figure  is  about  one  mile  higher  than  the 
nearest  two-man  altitude  record  without  a 
supercharger. 

On  February  27th,  Major  Schroeder  made  a 
flight  alone,  attaining  an  actual  height  above 
the  ground  finally  computed  as  36,130  ft. 
((i.S.5  miles).  The  lowest  temperature  reached 
was  minus  67  deg.  F.  At  the  maximum 
altitude.  Major  Schrocder's  oxygen  apparatus 
failed  and  he  became  unconscious  and  lost 
control  of  the  plane.  The  recording  instru- 
ments, of  course,  continued  to  work  and  these 
show  that  there  was  an  almost  vertical  fall 
of  about  five  miles  in  two  minutes  fan  average 


speed  of  fall  of  150  m.p.h.).  Observers  in 
Dayton  saw  the  plane  spinning  around  as  it 
fell.  Major  Schroeder  became  semi-conscious 
as  he  neared  the  earth  and,  at  an  altitude  of 
about  3000  ft.,  he  succeeded,  in  a  half-dazed 
semi-automatic  way,  in  righting  the  plane  and 
making  a  good  landing  in  his  own  field,  again 
becoming  unconscious.  He  was  taken  to  a 
hospital  in  a  serious  condition,  but  has  since 
almost  completely  recovered.  The  super- 
charger, engine,  and  plane  were  in  perfect 
working  order  after  the  flight. 

At  the  maximum  altitude  attained,  record- 
ing instruments  showed  that  the  plane  was 
still  climbing  at  the  rate  of  about  125  ft.  per 
minute  and  it  was  estimated  that  an  altitude 
of  40,000  ft.  would  have  been  attained  if  the 
oxygen  apparatus  had  not  failed. 


General  Electric  Supercharger  Equipped   Le  Pere  Biplane  photographed  from  another 
plane  while  test  flight  at   McCook  Field,  Dayton    Ohio 


486     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  6 


Relativity  Theories  in  Physics 

By  Dr.  Richard  C.  Tolman 
Fixed  Nitrogen  Research  Laboratory 

The  results  observed  very  recentlj'  during  the  eclipse  of  the  sun  were  so  startlingly  in  accord  with  Ein- 
stein's theon'  of  relativity  that  the  subject  at  once  received  universal  attention  and  a  great  deal  of  discussion 
arose  in  the  daily  papers  over  the  exact  significance  of  the  nfew  theory.  The  paper  by  Dr.  Tolman  is  a  concise 
and  extremely  interesting  exposition  of  Einstein's  theory  in  relation  to  the  older  theories  of  relativity,  and  is 
written  bv  one  of  the  best  authorities  on  the  subject. — Editor. 


In  the  following  paper  we  shall  first  present 
a  description  of  the  general  nature  of  relativity 
theories  and  then,  by  way  of  illustration,  shall 
give  brief  and  hence  necessarily  incomplete 
accounts  of  three  relativity  theories  which 
have  actually  been  used  in  physics.  The  first 
of  these  will  be  the  theon,'  of  similitude,  (or 
theory  of  the  relativity  of  size) ;  the  second. 
Einstein's  original  theory  of  the  relativity  of 
uniform  motion;  and  the  third,  Einstein's 
general  theor\-  for  the  relativity  of  all  types 
of  motion,  with  its  applications  to  gravitation. 

The  Nature  of  Relativity  Theories 

The  general  idea  of  relativity  arises  from  the 
fact  that  all  our  quantitative  judgments  are 
in  the  nature  of  comparisons.  To  make  a 
quantitative  judgment,  we  compare  the  phe- 
nomenon under  consideration  as  to  size,  as  to 
position,  as  to  velocity,  or  what  not,  with  some 
standard  reference  sj'stem.  Our  quantitative 
judgment  is  thus  in  the  nature  of  a  relation 
between  the  phenomenon  under  considera- 
tion and  the  standard  reference  system. 

Thus  I  can  speak  of  the  length  of  a  table 
relative  to  the  length  of  a  standard  meter- 
stick,  or  relative  to  the  length  of  a  foot  rule, 
or  relative  to  the  length  of  any  other  chosen 
standard.  I  can  speak  of  the  position  of  the 
planet  Mercury  relative  to  a  system  of  co- 
ordinates having  the  earth  at  their  origin,  or 
relative  to  a  system  of  co-ordinates  having  the 
sun  at  their  origin.  I  can  speak  of  the  velocity 
of  a  man  in  a  railroad  train  relative  to  the  car 
in  which  he  is  located,  or  relative  to  a  station 
platform  past  which  the  train  is  moving.  To 
speak  of  absolute  length,  absolute  position, 
or  absolute  velocity,  would  be  meaningless. 
All  quantitative  judgments  are  thus  relative  to 
the  more  or  less  arbitrarily  chosen  standard 
system  of  reference. 

It  must  be  particularly  noticed  that  this  idea 
of  the  relativity  of  quantitative  judgments 
is  such  as  to  make  the  nature  of  these  judg- 
ments depend  not  only  on  the  properties  of 
the  phenomenon  to  be  judged,  but  also  on  the 
particular  choice  of  reference  system  which  is 


made.  In  general,  a  change  in  reference  sys- 
tem will  be  accompanied  by  an  appropriate 
change  in  the  quantitative  judgment. 

For  example,  suppose  I  am  interested  in 
giving  a  quantitative  description  of  a  circle. 
If  I  take  as  my  reference  system  a  set  of 
Cartesian  co-ordinates  having  the  center  of  the 
circle  at  its  origin,  the  mathematical  equation 
which  gives  such  a  quantitative  description  of 
the  circle  will  have  the  familiar  form 

where  a  is  the  radius  of  the  circle  measured 
in  the  particular  units  of  length  employed. 

If  now,  however,  I  change  my  reference 
system  by  choosing  a  new  and  shorter  stand- 
ard of  length  1  m  times  as  long  as  the  original, 
the  equation  describing  the  circle  will  be  trans- 
formed into 

x'-+y-  =  m-a'- 

Or  if,  on  the  other  hand,  I  change  my  refer- 
ence system  to  a  new  set  of  Cartesian  co- 
ordinates parallel  to  the  first,  but  having  its 
origin  not  at  the  center  of  the  circle,  the  equa- 
tion for  the  circle  will  assume  the  form 
{x-xoy-+(y-yor-  =  a'- 

where  xo  and  yo  are  the  co-ordinates  giving 
the  position  of  the  center  of  the  circle. 

As  still  a  further  type  of  change  of  reference 
system,   I  might  change  from  Cartesian  to 
polar  co-ordinates,  and  my  equation  for  the 
circle  would  then  assume  the  simple  form 
r  =  a 

provided  the  center  of  the  circle  lies  at  the 
origin  of  co-ordinates. 

Attention  should  be  paid  to  the  fact  that 
the  change  in  quantitative  statements  which 
accompanies  a  change  in  reference  system 
may  be  one  either  of  form,  or  merely  of  the 
numerical  values  entering  into  the  quantita- 
tive statement.  Thus,  when  I  change  from 
Cartesian  to  polar  co-ordinates,  I  have  a 
change  in  the  form  of  the  quantitative  state- 
ment. By  changing,  however,  from  one  set 
of  Cartesian  co-ordinates  to  another  set  of 
Cartesian  co-ordinates,  which  diflfers  from  the 


RELATIVITY  THEORIES  IN  PHYSICS 


487 


first  only  in  the  magnitude  chosen  as  unit 
length,  I  obtain  a  change  merely  in  the  numer- 
ical values  entering  into  the  description,  but 
not  a  change  in  the  form  of  the  description. 

Of  course,  the  mere  fact  that  the  form  and 
numerical  content  of  the  equations  of  physics 
are  dependent  on  choice  of  reference  system, 
is  not,  itself,  sufficient  to  permit  the  drawing 
of  definite  conclusions  as  to  the  nature  of 
physical  phenomena.  In  order  to  obtain  such 
conclusions,  we  must  know  how  the  equations 
of  physics  are  dependent  upon  the  choice  of 
reference  system.  This  information  is  usually 
most  succinctly  expressed  by  a  statement  as 
to  those  things  which  remain  invariant  (i.e., 
are  not  changed),  when  the  transformation  to 
the  new  reference  system  is  made.  In  fact, 
any  relativity  theory  can  be  most  conveniently 
founded  on  a  statement  as  to  the  type  of 
change  in  reference  system  which  is  to  be 
considered  and  a  statement  as  to  the  invari- 
ants for  this  transformation.  On  the  basis  of 
these  two  statements,  it  will  then  be  possible 
to  build  up  the  whole  theory  of  relativity  for 
the  particular  branch  of  investigation  under 
consideration. 

In  carrying  out  such  an  application  of 
relativity  methods,  we  are  of  course  at  liberty 
to  consider  any  change  in  reference  system 
that  we  may  desire.  The  gist  of  the  problem 
lies  in  determining  what  shall  be  invariant 
when  the  transformation  to  the  new  reference 
system  is  made.  The  decision  as  to  this  is 
usually  presented  in  the  form  of  a  postulate, 
which  presents  our  preconceived  ideas  as  to 
to  those  things  which  will  not  be  affected  by 
the  change  in  reference  system  contemplated. 

Theory  of  Similitude 

Let  us  now  consider  as  a  simple  example  of 
the  application  of  relativity  methods,  the 
theory  of  similitude,'  or  perhaps,  as  it  might 
better  be  called,  the  theory  of  the  relativity 
of  size. 

The  fundamental  idea  of  the  theory  of 
similitude  is  that  there  ought  to  be  no  signifi- 
cance in  the  choice  of  any  particular  length 


(1)  See  Tolman.  Phys.  Rev..  S.  244,  1914;  4.  14.5.  1914;  6. 
219,  1915;  S.  8.  1916;  S,  2.'i7.  1917.  Buckingham,  ibid..  4.  345. 
1914.  Nordstrom.  Finska  Vetenskaps  Soc.  Forh..  S7,  1914-15; 
Afd.  A.  No.  22.  Ishiwara.  Science  Report  of  Tohoku  Imp.  Univ. , 
.5.  .33,  1916.  Ehrenfest-Afanassjewa.  Phys.  Rev..  8.  1.  1916. 
Bridgman,  ibid.,  «,  423,  1916.  Karrcr,  ibid..  S.  290,  1917.  Davis 
Science  50.  3.38.  1919. 

The  theory  in  question  was  originally  called  the  theory  of 
similitude  since  the  underlying  postulate  on  which  it  may  be 
founded  was  first  stated  in  the  form: 

The  fundamental  entities  out  of  which  the  physical  universe 
is  constructed  are  of  such  a  nature  that  from  them  a  miniature 
universe  could  be  constructed  exactly  similar  in  every  respect  to 
the  present  universe. 

In  the  present  paper  we  take  a  form  of  statement  for  the 
fundamental  postulate  which  shows  more  clearly  the  relation 
between  this  and  other  relativity  theories. 


as  the  standard  length,  in  terms  of  which  all 
other  measurements  should  be  made.  Since 
the  length  of  an  object  is,  in  any  case,  merely 
a  relative  matter,  and  since  it  is  meaningless 
to  speak  of  absolute  lengths,  it  would  seem  as 
if  the  general  laws  of  physics  describing 
classes  of  phenomena  ought  to  be  entirely 
independent  of  the  choice  of  standard  length, 
although,  of  course,  the  numerical  values 
entering  into  the  description  of  any  particular 
phenomenon  will  depend  on  this  choice. 

This  general  idea  can  be  expressed  more 
definitely  by  the  following  postulate  upon 
which  the  theory  of  similitude  may  be  founded : 

A  change  is  possible  in  the  magnitudes  of  the 
standards  for  the  measurement  of  the  different 
quantities  of  physics,  including  any  desired 
change  in  the  standard  of  length,  which  will 
leave  all  the  general  equations  of  physics  abso- 
lutely invariant,  both  as  to  form  and  numerical 
content. 

By  the  term  "  general "  equations  of  physics 
we  are  to  understand  those  equations  which 
describe  classes  of  phenomena,  rather  than 
equations  which  mereh'  describe  one  partic- 
■  ular  phenomenon.  Thus,  for  example,  the 
equation,  C=tD,  giving  the  relation  be- 
tween the  circvimference  and  diameter  of  any 
circle  would  be  a  "general"  equation  and 
would  be  absolutely  invariant  both  as  to 
form  and  as  to  the  numerical  value  of  the 
quantity  ir,  for  any  change  in  the  standard  of 
length.  A  statement,  however,  as  to  the 
diameter  of  some  one  particular  circle,  such 
as  D  =  24,  would  be  a  "special"  equation, 
and  would,  of  course,  not  be  invariant  in 
numerical  content  if  we  changed  our  stand- 
ard of  length. 

In  order  to  satisfy  our  postulate,  we  must 
be  able  to  find  a  set  of  equations  by  which  we 
can  transform  quantities  of  length,  and  such 
other  quantities  as  may  be  necessary,  to  a 
new  set  of  standards  of  different  magnitude, 
and  yet  leave  all  the  general  equations  of 
physics  absolutely  invariant,  both  as  to  form 
and  numerical  content.  Moreover,  this  set 
of  transformation  equations  must  correspond 
to  any  desired  change  in  the  standard  of 
length. 

As  a  matter  of  fact,  it  has  been  possible  to 
find  such  a  set  of  transformation  equations. 
For  the  five  fundamental  kinds  of  quantity — 
length,  time,  mass,  quantity  of  electricity,  and 
entropy — the  transformation  equations  have 
the  form: 


l'  =  x'    t'^xt 


m 


S'  =  S     (1) 


488     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


Since  x  may  be  any  desired  number,  it  is  seen 
that  these  transformation  equations  cor- 
respond to  any  desired  change  in  the  standard 
of  length  and,  by  trial,  it  can  be  shown  that 
the  substitution  of  these  equations  will,  as  a 
matter  of  fact,  leave  all  the  general  equations 
of  physics  absolutely  invariant. 

Having  obtained  these  equations  for  the 
transformation  of  the  five  fundamental  kinds 
of  quantity,  it  is  easy  to  obtain  transforma- 
tion equations  for  any  desired  kind  cf  quantity 
merely  making  use  of  the  definition  of  the 
derived  quantities  in  terms  of  the  funda- 
mental quantities.  Thus  we  can  write  down 
the  following  further  transformation  equations 
for  velocity,  energy,  frequency,  and  force,  etc. ; 

X  X-      ■  Xi 

To  illustrate  the  usefulness  of  the  theory 
of  similitude,  we  may  use  these  transformation 
equations  to  derive  a  general  relation  con- 
necting energy  and  frequency.  This  was 
done,  as  a  matter  of  fact,  by  Dr.  Karrer'  of 
the  Fixed  Nitrogen  Research  Laboratory,  at 
a  time  when  it  was  important  to  supplement 
our  inexact  empirical  knowledge  of  the  relation 
between  energy  and  frequency  by  theoretical 
investigations. 

Let  us  suppose  that  our  experimental 
investigations  have  indicated  that  there  must 
be  some  general  relation  between  the  energ>- 
given  up,  or  absorbed  by  an  oscillating 
svstem,  and  the  frequency  of  oscillation. 
Expressing  this  fact,  let  us  write  the  equation 
E  =  <i>{v)  (3) 

where  <l>  is  the  unknown  function,  the  form 
of  which  we  wish  to  determine.  In  accord- 
ance with  our  postulate,  4>  must  be  entirely 
invariant  when  we  change  to  our  new  stand- 
ards of  reference.  Hence  we  can  obviously 
also  write 

E'  =  <i>{v') 

where  <^  has  the  same  form  as  above.  Sub- 
stituting our  transformation  equations  (2) 
for  energv  and  frequencv,  we  obtain 

or  combining  with  (3) 

E  =  .i>{v)=x<t>(^\  (4) 

^  loc  cit. 

*  In  another  place.  I  hope  to  show  the  bearing  of  the  theory 
of  simihtude  on  Einstein's  solution  of  the  problem  of  gravitation. 

'  For  an  English  account  of  Einstein's  theory  of  the 
relativity  of  uniform  motion,  see  Cunningham.  "The  Principle 
of  Relativity. "  Cambridge  University  Press.  1914;  Silberstein. 
"The  Theory  of  Relativity."  Macmillian.  1914.  Tolman.  "The 
Theory  of  the  Relativity  of  Motion."  University  of  California 
Press.  Berkeley.  1917. 


It  will  be  seen  by  inspection  that  the  only 
solution  for  this  functional  equation  is 

E  =  hv  (5) 

where  /z  is  a  constant.  By  this  simple  process 
we  have  thus  derived  the  fundamental  equa- 
tion of  the  quantum  theory. 

As  another  illustration  of  the  usefulness  of 
the  theorv^  of  similitude,  we  may  note  that 
Newton's  equation  for  the  gravitational  at- 
traction between  bodies  is  not  invariant  when 
we  substitute  the  transformation  equations 
given  above.    As  a  matter  of  fact,  the  equation 


l^- 


transforms  into 


f  =  x-k- 


r- 


(7) 


when  we  substitute  the  transformation  equa- 
tions. This  alone  should  make  us  suspect 
that  Newton's  equation  of  gravitation  is  not 
one  of  the  general  equations  of  physics.  It 
may  give  correct  numerical  results,  but  its 
failure  to  conform  with  the  requirements  of 
the  theory  of  similitude  indicates  that  some 
more  fundamental  treatment  of  gravitation 
is  demanded  and  this,  as  a  matter  of  fact, 
has  been  provided  by  Einstein's  general 
relativity  theory,  which  will  be  described  in 
the  last  section  of  this  paper.' 

Einstein's    Theory    of    the    Relativity    of   Uniform 
Motion 

Einstein's  first  work  on  the  theory  of  the 
relativity  of  motion-  was  based  on  the 
general  idea  that  co-ordinate  systems  in  uni- 
foriii  relative  motion  must  be  entirely  equiva- 
lent to  each  other.  Since  there  is  no  such 
thing  as  absolute  velocity,  it  would  seem 
as  if  one  co-ordinate  system  should  be  just  as 
good  as  another,  moving  relative  to  the  first 
with  some  uniform  velocity,  and  that  the  equa- 
tions of  physics  ought  to  be  expressible  in 
such  a  form  as  to  show  their  independence 
of  the  choice  of  reference  system.  In  par- 
ticular, it  would  seem  as  if  the  description  of 
the  simplest  of  all  kinematical  occurrences: 
namely,  the  spreading  out  of  a  light  dis- 
turbance in  free  space,  should  be  absolutely 
invariant  for  all  co-ordinate  systems  in 
uniform  relative  motion.  This  idea  may  be 
stated  in  the  form  of  the  following  definite 
postulate; 

The  general  laws  of  physics  are  expressible 
in  equations  which  are  invariant,  when  we 
change  from  one  set  of  space-time  co-orJtnatcs 
to  another  set  moving  relative  to  the  first  with 


RELATIVITY  THEORIES  IN  PHYSICS 


489 


uniform  velocity;  and,  in  particular,  the  equa- 
tion which  describes  the  way  light  spreads  out 
in  free  space,  is  completely  invariant  in  form 
and  numerical  content  for  such  a  change  in 
reference  system. 

The  latter  part  of  this  statement  is  some- 
times called  the  second  postulate  of  relativity 
and  is  stated  in  the  form:  The  velocity  of 
light  in  free  space  appears  the  same  to  all 
observers,  regardless  of  the  motion  of  the 
source  of  light  and  the  observer. 

This  statement,  which  was  originally  taken 
by  Einstein  more  or  less  as  an  unproved 
postulate,  has,  as  a  matter  of  fact,  received 
very  satisfactory  experimental  proof.  Thus 
the  Michelson-Morley  experiment,  which 
compares  the  velocity  of  light  perpendicular 
and  parallel  to  the  earth's  motion  around  the 
sun,  may  be  regarded  as  showing  that  the 
velocity  of  light  is  unaffected  by  a  simulta- 
neous motion  of  source  of  light  and  observer 
through  any  suppositious  ether,  and  the 
recent  work  of  Majorana'  on  the  velocity 
of  light  reflected  from  a  moving  mirror,  and 
more  recently  from  an  original  source  set  in 
motion,  show  that  the  velocity  of  light  is 
independent  of  the  relative  motion  of  source 
and  observer. 

The  revolutionary  nature  of  this  postulate 
must  not  be  overlooked,  and  no  attempt  to 
conceal  it  can  be  tolerated.  Suppose,  for 
example,  that  5  is  a  source  of  light  and  A  and 
B  two  moving  systems.  A  is  moving  towards 
the  source  S,  and  B  away  from  it.  Observers 
on  the  systems  mark  off  equal  distances  aa' 
and  bb'  along  the  path  of  the  light,  and  deter- 
mine the  time  taken  for  light  to  pass  from  a  to 
a'  and  b  to  b'  respectively.  Contrary  to  what 
seem  the  simple  conclusions  of  common  sense, 
the  postulate  requires  that 


• 
S 


1- 


b' 


the  time  taken  for  the  light  to  pass  from  a  to  a' 
shall  measure  the  same  as  the  time  for  the  light 
to  go  from  b  to  b'.  Such  a  consideration 
makes  the  path  obvious  by  which  the  theory 
of  relativity  has  been  led  to  strange  con- 
clusions as  to  the  intercomparison  of  measure- 
ments of  length  and  time  made  in  systems 
moving  relative  to  each  other. 

If  our  postulate  is  true,  it  is  evident  that 
we  must  completely  remodel  our  so-called 
"common  sense"  ideas  as  to  the  nature  of 
space  and  time,  which,  however,  have  been 

1  Phil.  Mag.  S6  163  (1918)  Phil.  Mag.  37  145  (1919). 


built  up  through  a  long  ancestral  experience 
which  involved  such  small  relative  velocities 
as  to  make  the  difference  between  the  correct 
and  the  "common  sense"  ideas  of  space  and 
time  negligible. 

Returning  now  to  the  statement  of  the 
fundamental  postulate  which  we  gave  above, 
we  can  proceed  to  the  development  of  the 
original  Einstein  theory  of  the  relativity  of 
uniform  motion. 

Using  Cartesian  co-ordinates,  we  may 
obviously  write  the  following  equation  as  a 
description  of  the  way  in  which  a  light  dis- 
turbance in  free  space  spreads  out 


(sy^TiyK^)' 


(s) 


where  c  is  the  velocity  of  light.  Multiplying 
through  by  dt''-  and  transposing,  we  obtain  the 
equation  in  the  form 

dx''->rdy-'+dz"--c''dt-  =  0  (9) 

In  accordance  with  our  postulate  this 
equation  must  transform  identically  into 
itself,  when  we  change  to  a  new  system  of  co- 
ordinates in  uniform  motion  relative  to  the 
first.  Our  problem  is  to  find  a  set  of  trans- 
formation equations  which  will  obey  this 
requirement,  and  which  will  reduce,  at  low 
relative  velocities  to  the  form  required  by 
our  "common  sense"  ideas  of  space  and  time, 
since  these  are  known  to  be  adequate  when  we 
deal  with  velocities  small  compared  with  that 
of  light. 

As  a  matter  of  fact,  if  we  consider  two 
systems  of  space-time  co-ordinates,  S  and  S', 
such  that  S'  is  moving  past  .S  in  the  X  direc- 
tion with  the  velocity  V,  it  can  be  shown  that 
the  desired  transformation  equations  have  the 
form 

X  - 17 


y'  =y 


-V^lc^ 


t'  = 


t-X/Vc^ 


It  will  be  seen  by  trial  that  these  equations  are 
such  as  to  transform  the  equation 
dx'^-\-dy'''+dz'^-cW  =  0 
identically  into 

dx'^  +  dy'+ds'-c^dt'^O 
and  that  they  fulfill  the  further  requirement  of 
reducing  to  the  familiar  Galilean  form 
x'  =  x—  Vt 

y'=y 

z'  =z 
1'  =t 


490     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


when  the  relative  velocity  of  the  systems  V  is 
small  compared  with  the  velocity  of  light  c. 

Referring  again  to  our  fundamental  postu- 
late, Einstein's  theory  requires  not  only  that 
the  equation  for  the  spreading  out  of  light  in 
free  space  must  be  absolutely  invariant  for 
the  transformation  in  question,  but  that  all 
the  laws  of  physics  must  be  expressible  in 
equations  which  are  invariant  for  this  same 
transformation.  This  latter  requirement  has 
been  of  great  importance  in  the  modem 
development  of  theoretical  physics,  by  pro- 
viding important  information  as  to  what  must 
be  the  nature  of  the  general  equations  of 
physics. 

These  new  investigations  in  theoretical 
physics  have  shown  that  it  is  possible  to 
retain  Hamilton's  principle,  as  the  funda- 
mental law  from  which  the  equations  in  the 
most  varied  branches  of  physics  can  be 
derived.  This  has  been  done  by  showing  that 
the  quantity  Hdt  occurring  in  Hamilton's 
fundamental  equation 


€' 


8lHdt  =  0 


(11) 


assumes  for  ever\^  branch  of  physics  the  same 
form 


c 


-u'dt 


(12) 


where  the  symbol  -  indicates  that  we  are 
to  sum  up  the  quantity  in  question  for  all 
parts  of  the  system  in  question',  Eo  is  the 
energy  of  each  separate  portion  of  the  system 
as  measured  by  an  observ'cr  at  rest  with 
respect  to  that  particular  portion  of  the 
system,  and  u  is  the  velocity  of  that  portion 
of  the  system. 

With  the  help  of  this  expression,  we  may 
now  write  as  the  fundamental  equation  for 
every  branch  of  physics 

6f-I^V^^u'dt  =  0  (13) 

To  show  as  a  matter  of  fact  that  this  funda- 
mental equation  is  invariant  for  the  trans- 
formations under  consideration,  we  may  note 
that  bv  introducing  the  substitution 

*  For  a  continuous  system  the  summation  will  have  to  be 
made  by  a  process  of  integration. 

'  For  an  English  account  of  Einstein's  general  relativity  theory, 
see  Eddington.  Report  on  the  Relativity  Theory  of  Gravitation, 
London.  1918. 

For  a  discussion  of  some  of  the  philosaphica!  implications  of 
relativity,  see  Wilson.  "Space.  Time,  and  Gravitation,"  THt 
Scientific  Monthly.  10.  217  (1920). 

'  Owing  to  the  limited  nature  of  the  invariance.  prescribed 
by  the  above  postulate.  Wilson,  Astrophys.  J.  iS,  244  (191~). 
would  prefer  to  call  this  postulate  a  co-variance  principle  rather 
than  a  relativity  principle. 


we  can  transform  equation  (13)  into 
iC—I -V  -  (dx=  +d-f  +dz'  —c'-  dC)  =  0 


(14) 


This  makes  it  evident  that  the  same  trans- 
formation equations  which  leave 
dx'-+dy'-+dz^--c'-df- 
invariant  will  also  leave  Hamilton's  equation 
unchanged  in  form.  Since  this  equation  can 
be  made  the  starting  point  for  ever\'  branch 
of  physics  we  have  thus  shown  the  general 
applicability  of  Einstein's  theory  of  the  rela- 
tivity of  uniform  motion. 

Einstein's  Theory  of  Gravity  and  General  Relativity 
Einstein's  original  relativity  theon.-  concerns 
itself  solely  with  the  consideration  of  systems 
in  uniform  relative  motion.  It  is  obvious  that 
we  wish  to  be  able  to  employ  reference  systems 
having  any  type  of  motion  relative  to  each 
other.  Thus,  accelerated  systems  of  space-time 
co-ordinates,  rotating  systems,  or  systems  mov- 
ing in  any  desired  manner,  ought  all  to  be 
utilizable  for  the  description  of  physical 
phenomena.  As  a  matter  of  fact,  Einstein's 
theor>'  of  general  relativity  shows  that  all 
possible  co-ordinate  systems  are  equally  justi- 
fiable. 

As  a  basis  for  Einstein's  general  relativity 
theorj'-  we  may  take  the  postulate : 

The  laws  of  physics  can  be  expressed  in  a  set 
of  equations  which  are  invariant  in  form, 
although  not  necessarily  in  numerical  content 
for  any  possible  transformation  of  space-time 
co-ordinates. 

Since  this  principle  requires  invariance 
merely  in  form,  and  not  in  numerical  content' 
it  might  seem  to  be  of  little  importance  since 
the  well-known  theories  of  curvilinear  or 
generalized  co-ordinates  have  already  pro- 
vided general  methods  for  expressing  equa- 
tions in  such  a  way  that  their  form  is  inde- 
pendent of  the  choice  of  reference  system.  We 
shall  see,  however,  in  what  follows,  that 
Einstein  is  able  to  relate  the  change  in  the 
numerical  content  of  equations,  accompanying 
a  change  in  reference  system,  to  the  change 
in  gravitational  field  which  is  also  found  to 
accompany  changes  in  reference  system. 
Einstein  assumes  that  the  general  nature  of 
the  relation  bctwen  gravitational  field  and 
reference  system  is  such  that  by  using  a 
system  of  co-ordinates  which  has  the  natural 
acceleration  of  gravity,  the  equations  of 
physics  with  certain  restrictions  will  assume 
the  same  form,  as  in  a  space  free  from  gravita- 
tional action.  It  is  by  a  combination  of  the 
above  postulate  with  this  further  principle 


RELATIVITY  THEORIES  IN  PHYSICS 


491 


that   Einstein   is   led   to   his   important   con- 
clusions. 

Returning  now  to  the  requirements  of  our 
fundamental  postulate,  Einstein  takes  as  his 
general  equation  for  the  way  in  which  hght 
spreads  out  when  referred  to  any  set  of 
space-time  co-ordinates,  (or  in  space  having 
any  gravitational  field)  instead  of  the  simple 
equation 

the  more  general  equation 
gndxi-+g,2dxidx2i+gi3dxidx3+  .  .  .  +gudx4-  =  0 


or 


J  gij  dxi  dxj  =  0 


(15) 


and  takes,  instead  of  Hamilton's  princii^le  in 
its  earlier  form 


'/- 


E, 


■Z V  -(dx^+dy'^+dz^- 


'C'  df^)  =  0 


the  more  general  equation 


5/z 


'^—\'  giidxi'^+gi2dxidx2  +  g\3dx\dx3-\-  ...+g„dx-i=0 

or  bC~I—\/igijdxidxj  =  0  (16) 

J  '    C  1 

In  these  equations,  the  four  generalized  co- 
ordinates Xi  X2  Xi  and  X4  replace  the  previous 
co-ordinats  x  y  z  and  t. 

Furthermore,  it  will  be  noticed,  as  is 
required  by  our  fundamental  postulate,  that 
these  equations  will  be  transformed  into  new 
equations  of  exactly  the  same  form  by  any 
possible  transformation  of  co-ordinates.  Thus 
if  we  put 


Xi=Xi  {Xi 

Xi  =  X2  {xi 

X3=X3  (x{ 

Xi  =  Xi  {Xi 


Xi  Xi  Xi) 
Xi  Xz  Xi) 
Xi    Xi    Xi) 

Xi'  X,'  x:) 


where  the  four  functional  relations  may  be 

anything  at  all,  we  may  then  write 

,  hx\  ,    ,       bxi  ,    ,  .    hx\  ,    ,      bx\  ,    , 

dxi  =  ^,dx:'  +  ^—,dxi  +  ■r~-,dx3  +  Y~idxi 
oxi  oxi  0x3  6x4 


dxi 


5X2 

5xi 


-,dx,'  + 


dxi  =  T-^dxi  +  .  .  . 

OXi 

dxi  =  -T-^,dxi+  ■  ■  ■ 

OXi 

and  substituting  into 

I  gij  dxi  dxj 

1 

it  will  be  found  that  we  obtain  an  expression 
of  exactly  the  same  form 

I  g'ijdx'idx'j 
1 

thus     showing     us     that     the    fundamental 

equations    of    physics,    (15)    and    (16),    are 


invariant  in  jorm  for  any  transformation 
of  co-ordinates.  It  must  be  noted,  however, 
that  in  general  the  numerical  content  of  this 
expression  will  not  be  invariant  and  the 
quantities  g'a  will  have  different  numerical 
values  from  the  quantities  gij. 

Our  next  problem  is  to  determine  the  values 
of  these  quantities  gij.  This  has  been  done  by 
Einstein  by  obtaining  an  inter-relation  be- 
tween these  quantities  and  gravitation,  his 
fundamental  idea  being  that  the  presence  and 
magnitude  of  a  gravitational  field  is  entirely 
dependent  on  the  particular  choice  of  co- 
ordinates made.  According  to  this  idea,  any 
observer  finds  a  gravitational  field  at  any 
point  in  space,  only  because  he  is  using  a  set 
of  co-ordinates  which  does  not  have  the 
natural  acceleration  due  to  gravity  at  the 
point  in  question.  In  fact,  Einstein's  specific 
assumption  is  that  it  is  always  possible  at  any 
point  in  space  and  time,  for  a  limited  region 
surrounding  that  point,  to  choose  a  set  of 
co-ordinates  such  that  the  equations  of 
physics  will  all  have  the  simple  form  found 
for  them  in  the  original  simple  theory  of 
uniform  relative  motion.  In  other  words, 
at  any  point  in  space  and  time  it  is  always 
possible  to  choose  a  set  of  space-time  co- 
ordinates such  that  the  expression 
gndxi^+giidxidXi-\-gi3dxidx3+  .  .  .  +gndxc 
will  reduce  to  the  simpler  form 

dx'-+dy-+dz''-c''-dt'- 
These  co-ordinates  will  be  called  the  "natu- 
ral" co-ordinates  for  the  point  in  question.  It 
must  be  noted,  however,  that  Einstein's 
assumption  is,  that  this  particular  choice  of 
co-ordinates  can  be  made  only  for  a  limited 
region  in  space  and  a  limited  duration  in  time. 

These  ideas  as  to  the  inter-relation  of 
gravity  and  choice  of  co-ordinate  system,  and 
the  possibility  of  transforming  away  a 
gravitational  field  for  a  limited  region  in  space 
and  time,  by  a  proper  choice  of  co-ordinates, 
may  be  illustrated  by  considering  the  phe- 
nomena inside  of  a  freely  falling  elevator.  It 
is  evident  that  an  observer  inside  this  elevator, 
using  meter-sticks  and  clocks  which  have  the 
same  downward  acceleration  as  everything 
else  inside  the  elevator,  would  obtain  for 
the  phenomena  inside  his  limited  region,  the 
same  laws  as  would  be  found  by  an  observer 
in  free  space  completely  removed  from  any 
gravitating  bodies.  The  observer  inside  the 
elevator  would  find  no  evidence  of  any  attrac- 
tion due  to  gravity.  The  fioor  of  the  elevator 
would  exert  no  upward  pressure  on  his  feet. 
Bodies  would  have  no  tendency  to  move  down- 
ward with  reference  to  the  elevator  itself  and. 


492     June,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  No.  G 


if  thrown  across  the  elevator,  would  move  in 
straight  lines  instead  of  parabolas,  referred 
to  the  walls  of  the  elevator. 

In  order  now  to  obtain  definite  conclusions 
as  to  the  values  that  are  to  be  assigned  to  the 
quantities  gij  which  occur  in  our  general 
equations  of  physics,  we  may  set  in  definite 
form  the  additional  hypothesis  used  by  Ein- 
stein as  follows: 

At  any  point  in  space  and  time  it  is  always 
possible  to  choose  a  set  of  space-time  co-ordinates 
with  reference  to  which  the  quantities  gij,  and 
their  first  differential  coefficients  will  assume  the 
simple  values  which  they  have  in  free  space. 

This  principle  has  been  called  by  Einstein 
the  equivalence  hypothesis,  since  it  requires 
that  at  least  as  far  as  first  order  diiferentials. 
a  gravitational  field  of  force  shall  be  identical 
with  the  field  of  force  which  can  be  generated 
in  free  space  solely  by  a  choice  of  co-ordinates. 

In  order  to  derive  from  this  equivalence 
hypothesis,  definite  equations  connecting  the 
quantities  ga  with  Xi  Xi  X3  and  X4,  Einstein 
has  found  it  necessary  to  develop  a  very 
elaborate  mathematical  theory,  which  is 
beyond  the  scope  of  this  paper.  As  a  final 
result,  however,  using  polar  co-ordinates,  we 
obtain     the    following     expression     for     the 

quantity  -   gij  dxi  dxj,  in  the  neighborhood 
1 

of  a  central  attracting  body  such  as  the  sun. 

1—-—-  )c°-dt'    (17) 
c-r   J 


drf_ 
2*1 


In  this  expression  r  is  the  radius  from  the  sun 
to  the  point  in  question,  m  is  the  mass  of  the 
sun,  and  k  is  the  gravitational  constant. 

Substituting  this  expression  into  our  general 
equation  (15)  for  the  spreading  out  of  a  light 
disturbance,  we  obtain  of  course  a  description 
of  the  way  light  will  move  in  the  gravitational 
field  of  a  central  attracting  body  of  mass  m. 
and  Einstein  has  predicted  on  this  basis  that  a 
ray  of  light  grazing  the  sun's  limb  will  be  bent 
inward  lay  the  gravitational  field  so  as  to  give 
a  total  deflection  of  1.7')".  This  is  the  pre- 
diction which  was  recently  tested  by  British 
astronomers  by  taking  photographs  of  the 
sun  and  the  stars  surrounding  it  during  the 
eclipse  of  May  29,  1919,  and  comparing  the 
relative  positions  of  the  stars  with  those 
obtained  when  the  sun  was  not  present.  As 
a  matter  of  fact,  the  rays  of  light  from  stars 
were  bent  in  towards  the  sun  by  an  amount 
almost  exactly  that  predicted. 

Substituting    the   expression    (17)    for    the 

value  of  2'  g,>  dxi  dxj  in  the  neighborhood  of 
t 

the  sun  into  (Hi),  we  shall  obtain  a  modified 


form  of  Hamilton's  principle  which  will  per- 
mit us  to  determine  the  motion  of  a  particle 
in  the  gravitational  field  surrounding  the  sun. 
A  computation  on  this  basis  has  been  carried 
out  by  Einstein,  which  shows  that  the  path 
of  a  planet  around  the  sun  should  not  be  quite 
a  stationan,-  ellipse,  but  that  the  major  axis 
of  the  ellipse  should  gradually  rotate.  For  the 
solar  planets  the  only  case  in  which  this  effect 
is  large  enough  to  be  determined  is  for  the 
orbit  of  Mercury,  and  Einstein  has  calculated 
that  the  long  axis  of  Mercur\''s  ellipse  should 
rotate  43"  per  century,  which  just  removes 
the  previous  unexplained  anomalies  in  the 
orbit  of  this  planet. 

These  two  confirmations  of  Einstein's 
theory  are  certainly  ver\-  compelling.  Ein- 
stein has  made  a  further  prediction  that  the 
frequency  of  vibration  of  an  atom  should 
depend  on  the  gravitational  potential  at  the 
point  where  it  is  located,  and  he  has  calculated 
that  there  should  be  a  measurable  deflection, 
towards  the  red,  of  lines  in  the  specta  which 
originate  from  the  strong  gravitational  field 
at  the  surface  of  the  sun.  This  prediction  has 
failed  to  receive  confirmation,  although  it  has 
been  carefully  looked  for  by  St.  John  at  the  Mt. 
Wilson  Obser\-atory.  Further  investigation  as 
to  the  theory  and  as  to  the  experimental  test 
of  this  part  of  Einstein's  work  must  certainly 
be  undertaken. 

In  conclusion,  I  wish  to  express  my  own 
feeling  that  in  Einstein's  latest  theory,  allow- 
ing for  further  modifications  which  will  un- 
doubtedly be  introduced,  he  has  made  a 
contribution  of  fundamental  importance  for 
theoretical  physics.  He  has  shown  that  all 
the  laws  of  ]jhysics  can  be  expressed  in  equa- 
tions which  arc  completely  invariant  in  form 
for  all  possible  transformations  of  space-time 
co-ordinates.  Although  the  equations  of 
physics  are  not  invariant  in  numerical  content 
for  these  transfonnations.  nevertheless,  he  has 
shown  that  the  changes  in  numerical  content 
are  to  be  simi^ly  accounted  for  by  their  rela- 
tion to  the  gravitational  field,  found  by  the 
particular  observer  in  question. 

Einstein  has  thus  solved  the  two  age-long 
problems  of  the  relativity  of  all  motion  and 
of  the  uniformity  of  gravitation.  All  systems 
of  space-time  co-ordinates  are  equally  justi- 
fiable for  use  in  the  description  of  physical 
phenomena  without  reference  to  their  state 
of  motion,  and  all  bodies  at  a  given  point  in 
space,  regardless  of  the  material  of  which  they 
are  composed,  will  experience  exactly  the  same 
gravitational  acceleration,  since  this  gravita- 
tional acceleration  is  due  to  the  particular 
choice  of  space-time  co-ordinates  made. 


493 


The  Production  and  Measurement  of  High  Vacua 

Part  I 

By  Dr.  Saul  Dushman 
Research  Laboratory,  General  Electric  Company 

The  marvelous  development  during  the  past  few  years  in  the  application  of  hot-cathode  devices  to  the 
field  of  wireless  telephony  and  telegraphy  has  been  largely  due  to  the  great  progress  in  the  art  of  producing 
and  maintaining  extremely  high  vacua.  Simultaneously,  because  of  the  knowledge  concerning  the  structure 
of  the  atom  revealed  by  investigations  at  very  low  gas  pressures,  added  interest  has  been  directed  to  the  whole 
subject  of  the  production  of  high  vacua.  This  article,  which  is  the  first  of  a  series  by  Dr.  Dushman,  discusses 
the  fundamental  principles  of  the  kinetic  theory  of  gases  which  are  of  importance  in  connection  with  the  sub- 
sequent discussions  of  methods  for  the  production  and  measurement  of  high  vacua. — Editor. 


INTRODUCTION 

"Nature  abhors  a  vacuum."  This  state- 
ment represents  the  sum  total  of  the  knowl- 
edge possessed  by  the  ancients  of  a  field  of 
scientific  investigation  which  within  the  past 
decade  has  yielded  results  of  extreme  im- 
portance. In  1643,  Torricelli,  a  pupil  of 
Galileo,  showed  that  nature  abhors  a  vacuum 
to  a  limited  extent  and  the  discoverer  of  the 
fact  that  the  atmosphere  exerts  a  pressure 
equivalent  to  that  of  a  mercury  column  32 
inches  in  height,  is  remembered  by  the  desig- 
nation "Torricellian  vacuum"  for  the  space 
above  the  mercury  in  the  barometric  tube. 

No  doubt  Torricelli  imagined  that  this 
space  is  a  "perfect  void."  We  now  know, 
however,  that  in  this  space  there  is  mercury 
vapor  at  a  pressure  corresponding  to  about 
two  or  three  millionths  of  an  atmosphere  and 
also  traces  of  water  vapor  and  air  whose 
pressure  may  often  amount  to  one  or  more 
millionths  of  an  atmosphere. 

In  1654  Otto  von  Guericke  invented  the 
first  mechanical  air-pump  which  was  sub- 
sequently improved  by  Boyle,  Hawksbee, 
Smeaton  and  others.  During  the  two  hun- 
dred years  or  so  that  followed,  the  interest  in 
low  pressure  phenomena  was  more  or  less 
academic  and  often  that  of  the  dilettante. 
The  paths  of  glory  laid  out  by  Newton, 
Laplace  and  Maxwell  in  mathematical  phys- 
ics, and  by  Priestly,  Lavoisier  and  Faraday 
in  experimental  science,  were  so  enticing 
that  little  or  no  enthusiasm  could  be  aroused 
in  investigations  of  "empty  space."  How- 
ever, with  the  development  of  the  carbon 
filament  lamp  on  the  one  hand,  and  the 
discovery  by  Geissler  and  others  of  curious 
electrical  phenomena  in  gases  at  low  pres- 
sures, there  began  a  series  of  investigations 
in  this  field  which  have  not  only  increased 
enormously  our  knowledge  of  the  technique 
for  the  production  of  lower  and  lower  pres- 
sures, but  have  also  led  to  results  which  have 


profoundly  affected  our  views  of  the  nature 
of  matter  and  energy. 

When  Crookes  first  observed  the  phenomena 
of  cathode  rays,  he  thought  that  he  had  dis- 
covered a  fourth,  or  radiant  state  of  matter. 
A  further  investigation  of  this  subject  by 
J.  J.  Thomson  led  him,  as  is  well  known,  to 
the  conclusion  that  in  the  conduction  of 
electricity  through  gases  at  low  pressures, 
the  negative  current,  or  so-called  cathode 
rays,  is  carried  by  extremely  small  corpuscles 
or  electrons,  whose  mass  is  about  one  two- 
thousandths  of  that  of  a  hydrogen  atom, 
while  the  charge  is  exactly  the  same  as  that 
carried  by  a  hydrogen  ion  in  electrolysis,  but 
opposite,  of  course,  in  sign.  These  electrons 
are  the  principal  carriers  of  the  current  in  all 
cases  of  conduction  in  gases  at  low  pressures. 
It  was  also  obser\'ed  that  electrons  are 
emitted  from  metals  under  the  influence  of 
light,  and  Richardson  showed  that  electrons 
are  emitted  from  incandescent  metals.  The 
conclusion  was  therefore  drawn  that  electrons 
are  present  in  the  atoms  of  all  elements — a 
conclusion  which  was  very  soon  corroborated 
by  obsen-ations  on  the  radio-active  elements. 

With  the  discovery  by  Roentgen  of  X-rays, 
the  study  of  so-called  vacuum  tube  phe- 
nomena entered  upon  a  new  phase  which  has 
led  not  only  to  increased  knowledge  of  the 
structure  of  matter  and  the  nature  of  X-rays, 
but  also  to  vast  improvements  in  both  the 
devices  for  the  production  of  these  rays  and 
their  application  to  medical  diagnosis  and 
therapy. 

The  mutual  effects  of  purely  scientific 
discovery  and  technical  achievement  have 
at  no  other  time  been  better  illustrated  than 
in  the  history  of  the  development  of  the  hot 
cathode  high  vacuum  devices  which  play 
such  an  important  role  at  the  present  time 
in  both  the  application  of  X-rays  and  of 
wireless  telephony.  The  history  of  this 
development   has   been   so   interwoven   with 


494     June,  l«-20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


the  progress  achieved  during  the  past  decade 
in  the  field  of  high  vacua  that  a  few  remarks 
on  this  subject  may  not  be  out  of  place  in 
this  connection. 

It  has  already  been  mentioned  that  elec- 
trons are  emitted  from  the  surface  of  incan- 
descent metals.  A  careful  study  of  the  varia- 
tion in  the  number  of  electrons  emitted  per 
unit  area  with  change  in  temperature  led 
Richardson  to  the  theor\^  that  the  electrons 
are  emitted  from  the  metal  by  a  process  quite 
similar  to  that  of  ordinary  evaporation.  The 
mathematical  relations  are  the  same  in  both 
cases  and,  as  in  the  case  of  ordinary  molecular 
evaporation,  it  is  also  possible  to  calculate 
the  heat  of  evaporation  of  the  electrons  for 
different  kinds  of  surfaces. 

This  view  of  the  existence  of  an  electron 
emission  per  ipse  was  opposed  by  a  large 
number  of  investigators  who  maintained  that 
the  observed  emission  of  electrons  is  a  second- 
ary effect  due  to  chemical  reactions  at  the 
surface,  between  the  metal  and  the  residual 
amount  of  gas  present  in  the  vessel.  There 
was  some  excuse  for  this  view,  as  Richard- 
son's experiments  were  not  carried  out  at 
very  low  pressures.  The  conclusion  was 
therefore,  quite  prevalent  that  in  a  "per- 
fect vacuum"  the  electron  emission  would 
disappear. 

A  similar  view  was  held  with  regard  to 
the  photo-electric  effect,  in  which  case  elec- 
trons are  emitted  by  the  action  of  ultra-violet 
and  ordinary  visible  radiation. 

In  order  to  throw  some  light  on  these 
problems.  Dr.  Langmuir  carried  out  a  series 
of  experiments  on  electron  emission  in  which 
special  care  was  taken  to  obtain  extremely 
low  pressures.  The  results  of  this  investiga- 
tion showed  that  not  only  does  the  electron 
emission  persist  even  in  the  best  obtainable 
vacuum,  but  that  the  rate  of  emission  at 
any  given  temperature  is  a  specific  property 
of  the  metal.  It  was  found  that  the  j^ower 
of  emitting  electrons  is  also  greatly  decreased 
by  slight  traces  of  different  gases,  even  at 
ver\'  low  pressures.  However,  if  the  vacuum 
is  sufficiently  good  this  electron  emission  is 
quite  reproriuceable  and  constant,  so  that 
further  improvement  in  degree  of  vacuum 
causes  no  increase  in  emission.  It  was  also 
observed  that  at  these  low  pressures  the  elec- 
tron emission  exhibits  space  charges  effect, 
that  is,  the  mutual  repulsion  between  the  elec- 
trons emitted  from  the  hot  surface  limits  the 
further  emission  of  electrons,  and  the  elec- 
tron current  to  the  anode  is  then  de])en(k'nt 
u]wn    the    anode    voltage.      Such    an    effect 


could  arise  only  under  such  conditions  that 
the  number  of  positive  ions  formed  by  collis- 
ions between  electrons  and  gas  molecules  is 
extremely  small,  in  other  words,  at  ver\- 
low  gas  pressures.  This  accounts  for  the 
fact  that  this  phenomenon  was  not  obser\-ed 
by  previous  investigators. 

These  discoveries  immediately  paved  the 
way  for  the  development  of  the  hot  cathode 
X-ray  tube  by  Dr.  Coolidge  and  also  led  to 
the  development  of  other  hot  cathode  devices, 
such  as  the  kenotron,  pliotron  and  dynatron. 
whose  application  in  wireless  telephony  and 
telegraph\-  has  been  of  immense  importance. 
At  the  same  time  the  necessity  of  producing 
and  maintaining  high  vacua  in  these  devices 
has  led  to  a  vast  amount  of  improvement  in 
methods  of  exhaust. 

While  the  phenomena  of  electrical  con- 
duction in  gases  at  xery  low  pressures  have 
thus  ser\-ed  to  arouse  a  great  deal  of  interest 
in  the  subject  of  high  vacua,  a  number  of 
investigations  in  other  fields  of  physics  and 
chemistry  have  also  led  to  greater  interest 
in  the  same  field.  The  work  of  Knudsen. 
Smoluchowsky,  Gaede  and  others  on  the 
application  of  the  kinetic  theon*  of  gases  to 
low  pressures,  and  the  striking  results  ob- 
tained by  Langmuir  on  the  mechanism  of 
chemical  reactions  at  low  pressures  have  led 
to  new  views  upon  the  nature  of  chemical 
and  physical  forces  between  atoms  and  we 
can  look  forward,  as  a  result  of  these  investi- 
gations, to  solving  some  of  the  most  vexing 
problems  in  both  physics  and  chemistry  by 
a  study  of  the  phenomena  in  gases  at  vcr>- 
low  pressures. 

Of  necessity,  as  the  technique  of  high 
vacuum  production  has  improved,  methods 
have  been  developed  for  measuring  these 
extremely  low  gas  pressures.  A  great  deal 
of  literature  has  been  published  during  recent 
years  on  this  whole  subject,  and  a  great 
deal  of  information  has  been  graduallx" 
acquired  in  different  laboratories  about  the 
actual  technique  of  producing  and  measuring 
these  pressures.  In  view  of  the  imixirtant 
results  to  be  expected  from  further  investiga- 
tions of  low  pressure  I'henonicna  it  has  been 
thought  worth  while  to  describe  in  a  scries  of 
articles  not  only  the  methods  available  at 
present  for  the  production  and  measurement 
of  high  vacua,  but  also  to  a  lesser  extent  the 
more  important  results  which  have  been 
obtained  by  the  different  investigators  who 
have  studied  the  i)hysical  and  chemical 
|)henomena  exhibited  in  gases  at  very  low 
pressures. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


495 


KINETIC     THEORY     OF     GASES. 
APPLICATION   TO  GASES  AT 
LOW   PRESSURES 
Laws  of  Boyle  and  Gay-Lussac 

The  state  of  a  gas  is  ordinarily  defined  bv 
means  of  the  volume  which  is  occupied  by  a 
given  mass  under  definite  conditions  of  tem- 
perature and  pressure.  The  three  laws  of 
Boyle,  Gay-Lussac  and  Avogadro  may  be 
combined  in  the  form  of  the  well-known 
relation : 

PV  =  vRT  (1) 

where  P  and  V  denote  the  pressure  and 
volume  respectively,  T  denotes  the  absolute 
temperature  (degrees  Centigrade-f  273),  v  is 
the  number  of  mols  (mass  in  grams  divided 
by  the  molecular  weight)  and  /?  is  a  constant 
for  al!  gases. 

The  value  of  this  constant  is  derived  from 
the  experimentally  determined  value  of  the 
volume  of  one  mol  of  an  ideal  gas  at  given 
values  of  P  and  T.  As  standard  pressure  we 
shall  consider  that  of  1  niegahar.  By  defini- 
tion, this  is  equal  to  10^  dynes  per  cm.^,  and 
corresponds  very  closely  to  a  pressure  of 
7.50  mm.  of  mercury  at  0  deg.  C,  lat.  45  deg., 
and  sea  level. 

For  r  =  273.1  and  P=\  megabar,  V  = 
22,708  cm.'  per  mol. 

Hence,  i?  =  83. 15  X  10*^  ergs  per  degree  abs. 
Denoting  the  weight  of  gas  by  m,  and  its 
molecular  weight  by  M,  equation  (1)  may 
therefore  be  written  in  the  form. 


P  l'  =  83.15X10' wi^ 


(la) 


where  P  is  measured  in  bars  (dynes  per  cm.-) 
and  V  in  cm.^ 

Now  the  pressures  which  we  ordinarily  deal 
with  in  high  vacuum  phenomena  range  from 
1  to  10~^  bar  and  even  less.  It  is  evident  that 
at  these  pressures  the  volume  of  even  a  very 
small  amount  of  any  gas  may  be  quite  con- 
siderable. Thus,  by  applying  the  above 
equation  to  the  case  of  hydrogen  (M  =  2.016), 
we  find  that  the  volume  occupied  by  1  milli- 
gram of  this  gas  at  a  pressure  of  1  bar  and 
20  deg.  C.  (room  temperature),  is  1.209X10' 
cm.',  while  at  standard  pressure  the  volume 
is  only  12.09  cm.' 

Kinetic  Theory  of  Gases 

For  a  proijcr  understanding  of  phemonena 
in  gases,  more  especially  at  low  pressures,  it 
is  essential  to  consider  these  phenomena  from 
the  point  of  view  of  the  kinetic  theory  of 
gases.  At  the  present  time  we  can,  as  a 
matter  of  fact,  regard  this  theory  as  much 


more  than  a  mere  hypothesis.  The  evidence 
of  the  actual  existence  of  atoms  and  mole- 
cules is  so  conclusive  that  very  few  would 
care  to  believe  to  the  contrary.  On  the  other 
hand,  the  theory  has  enabled  us  to  interpret 
and  prophesy  so  many  facts  about  gases 
that  one  naturally  uses  this  point  of  view  in 
discussing  any  phenomena  in  gases. 

The  kinetic  theory  of  matter,  and  more 
especially  that  of  gases,  rests  essentially  upon 
two  fundamental  assumptions.  The  first 
of  these  postulates  is  that  matter  is  made  up 
of  extremely  small  particles  or  molecules, 
and  that  the  molecules  of  the  same  chemical 
substance  are  exactly  alike  as  regards  size, 
shape,  mass,  and  so  forth.  The  second 
postulate  is  that  the  molecules  of  a  gas  are  in 
constant  motion,  and  this  motion  is  intimately 
related  to  the  temperature.  In  fact,  the 
temperature  of  a  gas  is  a  manifestation  of 
the  amount  of  molecular  motion.  In  the 
case  of  solids,  at  least  those  that  are  crys- 
talline, it  has  been  shown  by  the  investiga- 
tions of  Bragg  and  others  that  the  atoms 
which  constitute  the  molecules  when  the 
substance  is  in  the  gaseous  state  are  arranged 
in  definite  space-arrangements,  and  in  this 
case  the  effect  of  temperature  increase  con- 
sists in  increasing  the  kinetic  energy  of  vibra- 
tion of  the  atoms  about  their  mean  positions 
of  equilibrium.  But  in  the  case  of  gases  the 
effect  of  increased  temperature  is  evidenced 
by  increased  translational  kinetic  energ}^  of 
the  molecules,  and  a  relatively  simple  cal- 
culation based  on  these  assumptions  leads  to 
the  relation. 


MG^_2, 


(2) 


where  G  denotes  the  so-called  mean  velocity  of 
the  molecules  at  the  absolute  temperature  T. 
Substituting  for  R  the  value  already  given, 
this  equation  may  be  written  in  the  form, 


G=. 


3RT 


\  M 


15,800 


T 


yJM 


cm.  sec. 


(2a) 


Table  I  gives  the  values  of  the  mean  velocity 
at  0  deg.  C,  and  20  deg.  C,  for  some  of  the 
more  common  gases. 

It  follows  directly  from  this  equation  that 
at  constant  temperature  the  rates  of  fiow  of 
different  gases  through  a  narrow  opening 
must  vary  inversely  as  the  square  roots  of 
the  molecular  weights.  This  conclusion  is  of 
importance  in  connection  with  exhaust  prob- 
lems since  it  indicates  that  heavier  gases 
must  be  more  difficult  to  pump  out  than 
lighter  ones. 


49()     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  G 


Maxwell's  Law  of  Distribution  of  Velocities 

It  is  evident  that  even  if  all  the  molecules 
in  a  given  volume  actually  possessed  the 
same  velocity  at  any  initial  instant,  the  con- 
stantly occurring  collisions  would  disturb 
this   equal    distribution    of   velocities   and   a 


- 

/^ 

N 

1 

/ 

1 

'c, 

V' 

1 

i 

\ 

1 

\ 

j 

" 

3 

\ 

>■, 

/ 

A   \ 

1 

/ 

1-9 

V 

\ 

1 

^ 

* 

0 

^ 

! 

* 

^' 

,«■ 

\ 

1         1 

/ 

1^ 

1- 

^l 

/     ; 

Si 

\i          1 

1 

s; 

* 

-S     ^ 

/ 

.\^ 

T 

< 

4-^   T 

. 

^ 

^-^X 

1 

J 

1 

[ 

1 

^- 

in 

^ 

b\ 

1 

1 

X 

It    ''I 

'r4-UJJ 

LU 

LJ 

Fi^.  1 

non-uniform  distribution  would  soon  be 
established.  By  applying  the  laws  of  proba- 
bility. Maxwell  showed  that  it  is  possible  to 
calculate  the  law  according  to  which  the 
velocities  of  the  molecules  would  be  dis- 
tributed at  any  temperature.*  The  curve 
shown  in  Fig.  1  represents  graphically  the 
distribution  of  velocities  at  any  temperature, 
in  terms  of  the  most  probable  velocity,  whose 
value  is  taken  as  unity.  The  significance  of 
this  curve  can  be  understood  better  by  means 
of  the  results  tabulated  in  Table  II.     Under 

*  For  a  further  discussion  of  the  Distribution  Law  and  other 
aspects  of  the  kinetic  theory  of  gases  the  reader  may  be  referred 
to  the  following  books  and  articles: 

J.  H.  Jeans.  The  Dynamical  Theory  of  Gases,  1916. 

Meyer.  Kmetic  Theory  of  Oases. 

K.  Jellinek.  Lehrbuch  der  PhysikaHschen  Chemie..  I.  1,  1914. 

W.  C.  McC.  Lewis.  Kinetic  Theory  of  Oases.  1915. 

S.  Dushman.  The  Kinetic  Theory  of  Gases.  General  Elec- 
tric Review.  Vol.  US.  I9I.i. 

t  K.  Jellinek.  loc.  cit..  p.  222. 


Ax  is  given  the  range  of  velocities  and  under 
Ay  the  fraction  of  the  total  number  of 
molecules  which  have  velocities  corresponding 
to  this  range.  Thus  16.1  per  cent  of  all  the 
molecules  have  velocities  which  range  between 
0.9  and  1.1  times  the  most  probable  velocity 
at  any  temperature.  Similarly  it  follows  that 
68. 4  per  cent  of  the  molecules  have  velocities 
ranging  between  O.o  and  1..3  times  the  most 
probable  velocity,  while  only  3.1  per  cent 
have  velocities  that  exceed  2..i  times  the 
most  probable  velocity. 

TABLE  lit 


Ai 

Ay 

J- V 

^v 

0    -0.1 

0.001 

1.3-1.5 

0.112 

0.1-0.3 

.021 

1..5-1.7 

.078 

0.3-0.5 

.063 

1.7-1.9 

.0.58 

0.5-0.7 

.112 

1.9-2.1 

.034 

0.7-0.9 

.149 

2.1-2.5 

.030 

0.9-1.1 

.161 

2..5-3.0 

.008 

1.1-1.3 

.1.50 

0.5-1.5 

.684 

0    -2.5 

.969 

As  shown  in  Fig.  1.  the  most  probable 
velocity  (which  may  be  denoted  by  M')  is 
different  from  the  mean  velocity.  G.  and  the 
relation  between  these  two  values  of  the 
velocity  is  given  by  the 
which  can  be  readily 
equation  to  the  cun-c 
tribution  law: 


following  equation, 
deduced  from  the 
for    Maxwell's   dis- 


W  =     ':^  c  =  J~~  =  1 2.900, 


(. 


Ci 


In  addition  to  these  values  of  the  velocity, 
it  is  important,  in  connection  with  a  large 
class  of  applications  of  the  kinetic  theory  of 
gases,  to  know  the  arithmetical  or  average 
velocity  of  the  molecules  at  any  temperature. 


TABLE  I  t 


MEAN  VELOCITY  X  10"*  CM.  SEC."* 

Avrraae  Velocity 
at  2(f  C.     ■ 

Gas 

A* 

At  OP  C.               j                .^t  20°  C. 

n. 

2.016 

1 .838 

1.904 

1.755 XU>»  cm.  sec."' 

0, 

32.00 

0.4613 

0.4778 

0.440 

N, 

28.02 

.4928 

.5106 

.471 

Air 

28.96 

.4849 

.5023 

.463 

Hg 

200.6 

.1842 

.1908 

.176 

CO2 

44.0 

.3933 

.4076 

.376 

N2O 

18.016 

.6148 

.6368 

.587 

A 

39.88 

.4133 

.4282 

.395 

NH3 

17.02 

.6328 

.6554 

.604 

CO 

28.00 

.4933 

.510.) 

.471 

}  These  data  are  taken  from  the  author's  paper  on  the  Kinetic  Theory  of  Gases.  loc.  cit. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


497 


This  is  usually   denoted  by  Si  and 
calculated  bv  means  of  the  relation, 


n  =  ^|S 


'Air  G  = 


\  Mtv 


=  14,500 


T 


\M 


be 


(4) 


The  values  of  the  average  velocity  at  room 
temperature  for  some  of  the  more  common 
gases  are  given  in  the  last  column  of  Tabic  I. 

Number  of  Molecules  Per  Unit  Volume 

According  to  Avogadro's  law  the  number  of 
molecules  per  gram-molecular  weight  of  any 
gas  ought  to  be  the  same.  The  problem  of 
accurately  determining  the  value  of  this  con- 
stant, which  we  shall  denote  by  A'o,  has 
naturally  been  the  object  of  a  large  number 
of  investigations,  and  a  number  of  different 
methods  have  been  used  in  order  to  deter- 
mine it.  The  phenomena  of  Brownian  move- 
ment, the  accurate  determination  of  the 
charge  on  an  electron,  counting  the  number 
of  alpha  particles  expelled  from  a  gram  of 
radium,  and  finally  the  study  of  the  laws  of 
black  body  radiation — all  these  methods  have 
led  to  approximately  the  same  value  for  A'o. 
According  to  Millikan,  whose  determination 
is  undoubtedly  the  most  accurate  we  have, 
this  constant  has  the  value  of  6.062  XIO"^ 
From  this  value  it  is  readily  calculated  that 
the  number  of  molecules  per  cubic  centimeter 
of  an  ideal  gas  at  a  pressure  of  10"  bars  and 
0  deg.  C,  is  2.67X10'«. 

Let  us  now  attempt  to  interpret  this 
magnitude.  The  highest  vacua  attainable  at 
present  range  around  1G~*  bar.  Even  at 
this  extremely  low  pressure,  which  would 
ordinarily  be  regarded  as  a  "perfect  vacuum," 
the  number  of  molecules  per  cm.^,  at  0  deg. 
C,  is  still  2,670,000.000,  a  number  which  is, 
roughly  speaking,  of  the  same  order  of  mag- 
nitude as  the  total  population  of  the  earth. 

Rate  at  Which  Molecules  Strike  a  Surface 

It  was  shown  by  Meyer  that  the  number  of 
molecules  of  a  gas  at  rest  as  a  whole  that 
strike  unit  area  per  unit  time  is  equal  to 
34  M  fi.  where  n  denotes  the  number  of 
molecules  per  unit  volume,  and  S2  denotes 
the  average  velocity. 

Substituting  for  n  and  9.  the  values  pre- 
viously given,  we  obtain  the  relation, 


N  P    18 
l/4«o=l/4^- 


=  2.6.53X101 


Rf 

M 


(5) 


For  air  at  20  deg.  C,  and  10''  bars,  the 
number  of  molecules  striking  1  cm.-  per 
second,  is  2.S8><^(F. 

Equation  (5)  may  also  be  expressed  in 
terms  of  the  mass  (w)  of  gas  that  strikes  1 
cm.-  per  second. 

Let  p  denote  the  density  of  the  gas. 

Then, 

iti=  1  4  w  )H  fi=  1  A  p9. 

MP  ^      ...  _ .       P 


0  =  43.74X10-"    , (6) 


ART 


For  air  at  20  deg.  C,  and  lO"  bars, 

w=  13.8  gm./  cm."  sec. 

As  has  been  shown  by  Langmuir,  equa- 
tions (5)  and  (6)  are  extremely  useful  in  the 
consideration  of  rates  of  evaporation  of  metal 
in  vacua,  and  also  in  the  study  of  the  kinetics 
of  chemical  reactions  at  low  pressures.* 

Mean  Fiee  Path  of  Molecules 

While  the  individual  gas  molecules  in  a 
gas  at  rest  possess  very  high  velocities,  as 
shown  above,  it  is  a  matter  of  ordinary 
observation  that  gases  diffuse  into  each  other 
very  slowly.  This  is  explained  on  the  kinetic 
point  of  view  by  assuming  that  the  molecules 
do  not  travel  continuously  in  straight  lines, 
but  undergo  frequent  collisions.  The  use 
of  the  term  "collision"  naturally  leads  to  the 
notion  of  <ree  path.  This  may  be  defined  as 
the  distance  traversed  by  a  molecule  between 
successive  collisions.  Since,  manifestly,  the 
magnitude  of  this  distance  is  a  function  of 
the  velocities  of  the  molecules,  we  are  further 
led  to  use  the  expression  "mean  free  path" 
(denoted  by  L),  which  is  defined  as  the 
average  distance  traversed  by  all  the  mole- 
cules between  successive  collisions. 

Simple  considerations  show  that  the  value 
of  L  must  vary  inversely  as  the  total  cross- 
sectional  area  of  the  molecules  per  unit 
volume.  Taking  into  account  Maxwell's 
distribution  law  and  the  fact  that  the  mole- 
cules exert  attractive  forces  on  each  other, 
it  can  be  shown  that  L  is  given  by  the  relation, 


L  = 


1.402 


yi  irn  d- 


(>4) 


(7) 


*  Phys.  Rev.,  g.  329,  1913,  also  Jour.  Am.  Chem.  Soc,  37,  1139. 
1915. 


where  d  denotes  the  molecular  diameter,  and 
C  is  a  constant  for  each  gas   (Sutherland's 


498     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


constant)  which  is  a  function  of  the  attrac- 
tive forces  between  the  molecules.* 

The  value  of  the  molecular  diameter  may 
be  derived,  as  shown  by  van  der  Waals,  from 
the  critical  temperature  and  pressure  of  the 
gas.  This  value  of  d  can  then  be  used  to 
calculate  L  by  means  of  the  above  equation. 
It  is,  however,  more  usual  to  calculate  L  from 
the  coefficient  of  viscosity,  or  heat  conduc- 
tivity of  the  gas.  for  it  is  evident  that 
whether  it  be  transference  of  momentum 
from  one  layer  to  another,  as  in  viscosity,  or 
transference  of  increased  kinetic  energy,  of 
the  molecules,  as  in  heat  conductivity,  the 
rate  of  transference  must  depend  upon  the 
number  of  collisions  which  each  molecule 
experiences  as  it  passes  from  point  to  point. 
It  should  be  observed  in  this  connection  that 
in  the  case  of  air  especially,  and  of  most  other 
gases,  the  value  of  the  coefficient  of  viscosity 
(denoted  by  t])  has  been  determined  with  a 
high  degree  of  accuracy. 

The  general  relation  between  L  and  rj  is  of 
the  form. 


r]  =  k  p  G  L, 


(S) 


where  p  denotes  the  density,  and  G  the  root- 
mean  square  velocity.  For  approximate 
calculations  the  value  of  k  is  ordinarily  taken 
as  J-3.  Boltzmann  and  Meyer  have  both 
derived  different  values  of  k  by  taking  into 
account  Maxwell's  distribution  law.  Accord- 
ing to  the  latter_thc  relation  is. 

7j  =  0.3097pO/.  (9) 

while  Boltzmann  derived  the  relation, 

77  =  0.3502  pfi/,.  (10) 

From  the  above  equations  it  follows  that 
the  magnitude  of  I.  varies  inversely  as  the 
pressure,  that  is.  the  lower  the  pressure,  the 
greater  the  value  of  the  mean  free  path. 
Table  III.  taken  from  the  writer's  i)aper  on 
the  kinetic  theory  of  gases,  gives  the  values 
of  L  at  room  temperature  and  standard 
pressure,  for  different  gases.  Under  these 
conditions,  the  length  of  the  free  path  for 
most  gases  is  about  10"''  cm.  But  at  1  bar 
the  value  of  L  is  as  much  as  10  cm.,  so  that 

*  See  the  writer's  articles  on  '"The  Kinetic  Theory  of  Gases." 
General  Electric  Review,  ts.  1042-48.  IDl.'S.  for  a  more 
detailed  discussion  of  the  derivation  of  this  equation  and  of  the 
following  equations  for  the  calculation  of  L.  from  the  coefficient 
of  viscosity.  Heydweiller,  Ann.  Phys..  .J2,  127:1.  101.'J.  uses  the 
constant  1.319  instead  of  1.402.  as  above,  and  combines  this 
with  equation  (9)  below,  for  the  calculation  of  the  molecular 
diameter. 

t  Dynamical  Theory  of  Ga.ses,  191(i.  p.  IMl. 

to.  Sackur.  Ann.  Phys.,  iO.  97.  191.!. 

%  A.  Heydweiller.  Ann.  Phys..   it.  127:i.  Ull.t. 


the  molecules  travel  considerable  distance 
without  suffering  any  collisions.  We  shall 
show,  in  a  subsequent  section,  how  this  con- 
clusion is  in  splendid  agreement  with  the 
phenomena  observed  at  low  pressures. 


TABLE  III 


L  X  10«  cm.. 

ColUsion- 

Gas 

at  20»  C. 

frcquency 

and  10*  bare 

aiL  X  ia-« 

Air 

9.376 

4940 

H, 

17.-14 

10060 

He 

27.45 

4.545 

N, 

9.287 

.5072 

o. 

9.931 

4432 

A 

9.879 

3998 

CO, 

6.148 

6115 

CO 

9.232 

5101 

NH, 

6.60 

9152 

From  the  values  of  L  and  12.  the  value  of 

the    collision-frequency,   j  may  be   denved. 

This  number  thus  expresses  the  number  of 
collisions  per  molecule  per  second.  The 
values  for  some  of  the  gases,  at  room  tem- 
perature and  standard  pressure,  are  given  in 
the  last  column  of  Table  III. 

Molecular  Diameters 

Using  the  above  values  of  /.-.  it  is  i)ossible, 
from  equation  (7)  to  calculate  the  molecular 
diameters  for  different  gases.  Owing,  how- 
ever, to  the  fact  that  different  investigators 
have  used  different  values  of  the  constant  in 
the  numerator  of  equation  (7),  there  is  no 
exact  agreement  with  respect  to  the  values  of 
d  thus  derived.  Table  IV  gives  a  summary 
of  the  values  obtained  by  different  methods 
of  calculation.  Under  I  are  given  the  values 
calculated  by  the  writer  by  means  of  equa- 
tions (7)  and  (10).  using  the  values  of  C  as 
deduced  b\-  Sutherland.  Column  II  gives 
the  values  assigned  by  Jeans  as  the  mean 
values  derived  from  three  different  methods 
of  calculation. t  Sackur  has  also  attempted 
to  deduce  the  value  of  d  by  several  different 
methods +.  and  concludes  that  the  most 
probable  values  are  those  given  in  column 
III.  Ileydweiller's  values.  §  obtained  by 
using  equation  (7)  with  the  substitution  of 
l..'{19  for  the  constant  1.402.  and  combining 
this  with  equation  (9).  are  given  in  the  last 
column. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


499 


TABLE  IV 


MOLECULAR  DIAMETERS  (d  X  10«  cm.) 

Gas 

1                          II 

III 

IV 

Ho 

2.403         2.68 

1.90 

2.176 

He 

1.905         2.16 

1.77 

N, 

3.146 

3.76 

2.40 

(h 

2.975 

3.62 

2.30 

A 

2.876 

3.64 

2.68 

CO 

3.190 

3.78 

2.50 

CO2 

3.335 

4.54 

2.76 

cu 

5.36 

3.30 

3.693 

Br, 

3.74 

I. 

4.52 

H2O 

2.27 

2.26 

NHa 

2.967 

General  Considerations    Regarding    Gases    at    Low 

Pressures 

As  has  already  been  stated,  the  pressures 
which  interest  us  in  the  study  of  high  vacuum 
phenomena  usually  range  below  1  bar.  At 
these  pressures  the  mean  free  paths  of  the 
molecules  are  at  least  of  the  same  order  of 
magnitude  as  the  dimensions  of  the  vessels 
used  in  experimental  work.  Thus,  at  1  bar 
the  mean  free  paths  for  most  gases  are  about 
10  cm.  (Table  III).  It  therefore  follows  that 
the  majority  of  the  molecules  travel  in  straight 
lines  as  far  as  the  dimensions  of  the  vessels 
will  allow,  and  the  number  of  inter-molecular 
collisions  per  second  becomes  relatively  small 
as  compared  with  the  rate  at  which  the 
molecules  strike  the  walls.  The  following 
considerations  will  probably  serve  to  explain 
the  significance  of  this  statement  more  fully. 

Consider  a  cube,  whose  volume  is  D^  cubic 
cm.,  and  let  n  denote  the  number  of  molecules 
per  cm.^.  The  number  of  collisions  between 
gas  molecules,  per  second  is 

C-- 


The    total    number    of    molecules    striking 
the  walls  of  the  cube  in  each  second  is 

0 


A  =  Oi?=  n  — 
4 


Hence, 


That      is,      the     ratio 


A       L 

CO    

C       D- 

between  the  rate  at  which  the  molecules 
strike  the  walls  and  the  rate  at  which  they 
collide  with  each  other  is  given  by  the  ratio 
between   the  lengths  of   the  mean  free  path 

*  I.  Langmuir.  Am.  Inst.  Electr.  Eng.  Trans.,  also.  Phvs.  Rev., 
St  329    191,3 

t  S!  Duihman.  Phys.  Rev.,  o.  223,  1915. 

J  L.  Dunoyer.  Les  Idees  Modemes  sur  la  Constitution  de  la 
Matiere.  p.  2\o,  1913.  This  article  contains  a  very  interesting 
discussion  of  low  pressure  phenomena,  especially  of  Knudsen's 
Work  (see  p.  500). 


and  of  the  side  of  the  cube.  It  can  be  readily 
shown  that  no  matter  what  the  shape  of  the 

vessel,  the   ratio   -=;  is   proportional    to  that 

of  y^,  where  D  is  the  distance   between   the 

walls.  Thus,  if  D  is  of  the  order  of  magnitude 
of  10  cm.,  A  is  greater  than  C  when  L  is 
greater  than  10  cm.,  that  is,  when  the  pres- 
sure is  lower  than  1  bar  (approximately). 
Consequently  we  should  expect  to  find  that 
at  pressures  of  1  bar  and  lower,  the  molecules 
travel  in  straight  lines  toward  the  walls  of 
the  containing  vessel. 

A  very  common  illustration  of  this  fact  is 
the  production  of  sharp  shadows  in  vacuum 
type  incandescent  lamps.  As  has  been  shown 
by  the  investigations  of  Langmuir  and 
Mackay*,  the  blackening  of  ordinary  tung- 
sten lamps  is  due  to  the  evaporation  of  metal 
from  the  filament.  The  pressure  in  this  type 
of  lamp  under  operating  conditions  is  less 
than  0.01  barf,  so  that  the  mean  free  path  of 
the  tungsten  atoms  is  of  the  order  of  several 
hundred  centimeters.  Consequently,  colli- 
sions between  these  atoms  and  molecules  of 
residual  gas  are  very  rare,  and  the  tungsten 
atoms  travel  directly  to  the  sides  of  the  bulb, 
where  they  are  immediately  condensed.  By 
interposing  some  object  between  the  filament 
and  the  walls,  very  sharp  shadows  can  be 
produced,  if  the  vacuum  is  good.  On  the 
other  hand,  the  shadows  are  very  much 
blurred  if  there  is  present  in  the  bulb  a  pres- 
sure of  even  several  bars  of  some  inert  gas 
like  argon.  Similar  phenomena  are  observed 
in  the  evaporation  of  other  metals,  like 
mercury  and  sodium.  + 

Laws  of  Molecular  Flow 

It  is  evident  from  the  above  considerations 
that  at  very  low  pressures  the  rate  of  flow 
of  gases  through  tubes  or  narrow  apertures 
must  be  limited  solely  by  the  frequency  with 
which  the  molecules  strike  the  walls  of  the 
tube  or  aperture  and  may  thus  be  thrown 
back  in  the  direction  of  incidence.  At 
higher  pressures  the  rate  of  flow  of  gases 
through  narrow  tubes  is  governed  by  Poiseu- 
ille's  law.  If  Qi  denotes  the  amount  of  gas 
(measured  in  terms  of  P.  I')  which  flows 
per  second  through  a  tube  of  diameter  D 
and  length  /,  and  77  denotes  the  coefficient  of 
viscosity,  Poisouille's  law  may  be  expressed 
bv  means  of  the  equation, 

_DHP.-P.)P  (11) 


500     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


where  P  is  the  pressure  at  which  Q  is  measured 
and  Pi  — Pi  denotes  the  difference  in  pressure 
at  the  two  ends  of  the  tube.  At  very  low 
pressures  this  relation  is  no  longer  valid,  and 
for  a  reason  which  is  self-evident.  At  ordi- 
nary pressures  the  rate  of  flow  of  gases  must 
be  limited  by  the  frequency  of  collisions 
between  molecules,  hence  the  necessity  for 
introducing  the  coefficient  of  viscosity  in  the 
formula  for  the  rate  of  flow.  At  very  low 
pressures,  however,  where  the  length  of  L, 
the  mean  free  path,  is  much  greater  than  that 
of  D,  it  is  meaningless  to  speak  of  a  coeffi- 
cient of  viscosity  and  it  is  therefore  neces- 
sary to  discard  the  hydrodynamical  equations 
upon  which  Poiseuille's  relation  is  based,  in 
order  to  arrive  at  a  more  accurate  relation 
for  the  rate  of  flow  of  gases  through  tubes. 
A  similar  difference  has  been  observed  for 
the  laws  of  heat  flow  in  gases  at  low  and  high 
pressures.  For  pointing  out  the  manner  of 
attacking  both  these  problems  and  deducing 
a  number  of  relations  which  are  applicable  to 
gases  at  low  pressures,  we  are  indebted  to  the 
theoretical  and  experimental  investigations 
of  M.  Smoluchowsky,  M.  Knudscn,  and  W. 
Gaede,  who,  since  190<S,  have  pubHshcd  a  large 
number  of  papers  dealing  with  this  subject. 

The  term  "molecular  flow"  was  suggested 
by  Knudsen  to  designate  the  condition  of 
gases  flowing  through  tubes  at  such  low 
pressures  that  collisions  between  the  mole- 
cules are  infrequent  as  compared  with  col- 
lisions at  the  walls.  As  has  been  shown  above. 
at  these  pressures  L  is  much  greater  than  D 

and    the  ratio   y  increases  with  decrease  in 

pressure,  so  that  any  molecule  striking  the 
inner  surface  of  the  tube  at  any  point  is 
repelled  all  the  way  across  the  tube  until 
it  strikes  the  opj^ositc  wall.  Knudsen  now 
assumes  that  any  plane  surface,  no  matter 
how  smooth  it  may  a])pcar,  consists  in  reality 
of  teethlike  projections  which  are  probably 
due  to  one  or  more  atoms  being  irregularly 
piled  up  above  the  surrounding  atoms;  that 
is,  these  projections  are  of  molecular  dimen- 
sions, and  they  are  irregularly  distributed 
over  the  surface.  Consequently,  "a  gas 
molecule  on  striking  the  surface  is  repelled  in 
a  direction  which  is  totally  indejjendent  of 
the  direction  of  incidence,  and  the  distri- 
bution of  directions  of  an  infinitely  large 
number  of  molecules  after  reflection  from  a 
surface  follows  Lambert's  cosine  law  for  the 
reflection  of  light  from  a  glowing  body." 

«  Ann^^r  Phys..  2S,  7.5,  1908.  and  2S.  999,  1908.  Also  XI.  L. 
Dunoyer,  loc.  cit. 


Introducing  Maxwell's  distribution  law  and 
Meyer's  equation  for  the  number  of  mole- 
cules in  a  gas  at  rest  that  strike  unit  area, 
Knudsen  arrives  at  the  following  relations 
for  the  case  in  which  the  diameter  of  the  tube 
or  aperture  is  infinitcsimally  small  as  com- 
pared with  the  length  of  the  mean  free  path.* 

In  the  case  of  a  circular  tube  of  diameter 
D,  and  length  /,  the  quantity  of  gas,  0«,  which 
flows  through  per  second,  with  a  difference  of 
pressure  P2  —  P1,  is  given  by  the  equation. 


where 


(32  = 


H'i  = 


P2-P1 


&l 


2.394  / 


V2ir  D'        D^ 


(12) 
(13) 


and  pi  denotes  the  density  at  1  bar  pressure 
and  the  temperature  of  the  tube. 
From  the  gas  laws  it  follows  that, 


Pi  = 


M 


83.15X10'  T 


It  will  be  observed  that  equation  (12)  is 
analogous  to  Ohm's  law,  so  that  we  may 
speak  of  the  term  ll'i  \/'p[  as  the  resistance 
to  flow  of  the  tube  at  the  temperature  T  for 
a  given  gas.  For  different  gases,  the  value 
of  the  resistance  varies  as  the  square  root  of 
M. 

For  the  case  of  a  circular  opening  in  a  thin 
plate,  equation  (12)  is  still  valid,  but  the 
value  of  Il's,  the  "resistance"  is  given  by 
the  equation. 


W  -    l27r_3.184 


(14) 


where  .4  is  the  area  of  the  opening,  and  D 
its  diameter. 

Ilencc,  where  wc  have  a  tube  of  diameter 
11  and  length  /  connecting  two  vessels  at  low 
l)rcssures.  the  total  resistance  to  flow  of  this 
tubing  for  a  gas  of  unit  density,  is 


2.394  /     3.1X4 


£>» 


D' 


(15) 


By  means  of  equations  (12)  and  (15)  it  is 
possible  to  calculate  the  quantity  of  gas  that 
can  flow  through  any  given  tube  or  opening 
at  low  |)ressurcs.  The  value  of  0  is  obtained 
in  terms  of  P  W  that  is,  the  volume  in  cm.' 
at  a  given  jiressure  P,  in  bars.  As  an  illus- 
tration of  the  application  of  the  above  equa- 
tion. Table  V  gives  the  volumes  (in  cubic  cm.) 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


501 


TABLE  V 


/ 

D 

w 

<3j  (Air) 

Qj  (Hyd.) 

1 

10 

1 

10 

1     . 
1 

0.1 
0.1 

5.578 
27.124 
2712.4 
24258.4 

5204. 
1070. 
10.70 
1.196 

19710. 
4053. 
40.53 
3.60 

of  air  or  hydrogen  (at  1  bar  pressure)  that 
would  flow  through  different  sizes  of  tubing 
for  a  difference  of  pressure  of  1  bar,  and  room 
temperature.  For  air  at  293  deg.  abs,  and  1 
bar  pressure,  p  =  1.189x10"^  and  for  hydrogen, 
under  the  same  conditions,  p  =  S.271  X  1()~". 

From  equation  (15)  and  the  data  in  Table  V 
it  is  evident  that  for  long  tubes  of  very  small 
diameter  (capillaries)  the  end  correction  is 
negligible.  The  values  of  Qo  for  air  and 
hydrogen  may  then  be  derived  from  the  data 
in  the  table  for  /  =  10  and  D  =  0.1  by  apply- 
ing equation  (13). 

These  examples  illustrate  the  effect  of 
narrow  tubes  on  the  rate  of  exhaust  at  low 
pressures,  and  it  is  therefore  absoluteh' 
essential  that  in  experiments  at  low  pressures 
where  maximum  speed  of  exhaust  is  desired, 
the  connecting  tubing  should  be  as  large  in 
diameter  as  practicable,  and  also  as  short  as 
possible. 

Laws  of  Flow  at  Higher  Pressures 

The  equations  given  above  are  strictly 
accurate    only    at    such    low    pressures    that 

J-    is     infinitesimally     small.       Actually    it 

has  been  found  by  Knudsen  that  the  equa- 
tions are  accurate  to  within  5  per  cent  even 

at     pressures    where   -j-  =  OA.      For    air    at 

room  temperature  and  1  megabar,  the  value 

of  L  is  9.4X10'^  cm.,  and  at  a  pressure  P, 

9  4 
L  =  '-^.      So  that    in    case  of    a  tube   1  cm. 

in  diameter,  the  equation  for  molecular  flow 
would  be  accurate  to  within  5  per  cent  for 
all  pressures  below  about  3.76  bars. 

It  is  of  interest  in  this  connection  to  discuss 
briefly  the  manner  in  which  the  rate  of  flow  of 
gas  through  a  tube  varies  at  higher  pressures. 

If    we    denote    the    ratio,    7^5 — ^^-r-  bv  F, 

it  is  evident  from  the  above  discussion  that 
for  very  low  pressures  this  ratio  is  constant 
and  independent  of  the  pressure.  As,  how- 
ever, the  pressure  is  increased  the  value  of  F 
is  observed  to  decrease  at  first  until  it  reaches 


a  minimum  value  which  is  about  0.95  of  its 
value  at  very  low  pressures.  As  the  pressure 
is  increased  still  further,  F  increases  and  the 
rate  of  increase  with  pressure  is  given  by 
Poiseuille's  law.  From  experiments  over  a 
large  range  of  pressures  with  different  gases, 
Knudsen  has  derived  the  following  semi- 
empirical  relation  which  is  found  to  hold  at 
all  pressures: 

(1+CiP) 


F  =  aP-\-b 


where. 


Z)< 


12s  -ql 


{l+c,P) 


(Poiseuille's  constant) 


(16) 


/ 


— ,-— ^  (Coefficient  of  molecular  flow) 
H  \/pi 


\/plD       . 
Ci  —  — and  C-) 


1.24VP1  D 


For  ordinary  pressures  this  equation  as- 
sumes the  form  already  given  for  Poiseuille's 
law,  equation  (11),  while  at  very  low  pres- 
sures it  becomes  identical  with  equation  (12). 
In  order  to  illustrate  the  application  of 
equation  (16)  and  also  show  the  effect  of 
pressure  on  the  rate  of  flow  of  gases  it  is  of 
interest  to  calculate  by  means  of  this  equation 
the  value  of  F  at  different  pressures  for  air 
flowing  through  a  tube  10  cm.  long  and  1  cm. 
in  diameter,  at  room  temperature.  In  Table 
VI,  F  expresses  the  volume  in  cubic  cm., 
measured  at  1  bar  pressure  and  room  tem- 
perature that  flows  through  the  tube  for  a 
difference  of  pressure  of  1  bar  at  the  ends  and 
an  average  pressure  of  P  bars. 

TABLE  VI 


n  =135-6.  6=1070 

£1  =0.19033 

c:  =0.2360 

P  (bars) 

F  (equation  16) 

F-1070 

106 

13.56  X 

10« 

13.56  X  10« 

100 

2227 

1157 

50 

1555 

485 

20 

1160 

90 

10 

.10.58.1 

-11.9 

5 

1025.7 

—44.3 

4 

1023.6 

-^6.4 

3 

1025.2 

—44.8 

1 

1043.6 

—26.4 

0.1 

1065.4 

-  4.6 

0.01 

1069.6 

—  0.4 

These  results  have  been  plotted  in  Fig.  2. 
It  is  seen  that  the  minimum  value  in  F  occurs 
at  about  4.5  bars.  Even  at  this  pressure  the 
dift'erence  between  the  value  calculated  by 
means  of  equation  (16)  and  that  calculated 


502     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


by  applying  the  simple  equation  (12)  com- 
bined with  equation  (15)  is  less  than  5  per 
cent  of  the  value,  F  =  1070,  calculated  by  the 
last  mentioned  method.  Table  VI  also  shows 
that  the  resistance  of  tubes  is  very  much 
greater  at  extremely  low  pressures  than  at 
ordinary  pressures. 


1072  ■ 
1068  [ 

ioe4^ 


/060- 
1056  - 


J052- 
/048- 


1014 

1040 

/036 

i03Z- 

/028- 

I0Z4- 


5 
Fig.  2 


Thermal  Molecular  Flow 

In  experiments  on  gases  at  low  pressures 
it  is  often  the  practice  to  keep  different  parts 


of  a  system  at  different  temperatures.  A 
usual  case  is  where  an  appendix  or  trap  con- 
nected with  the  vessel  to  be  exhausted,  is 
kept  immersed  in  liquid  air,  while  the  pressure 
in  the  system  is  read  bv  some  form  of  sensitive 


gauge. 


If  the  pressure  is  so  low  that  ^  for 


the  connecting  tube  is  very  high,  gas  is 
observ^ed  to  flow  jrom  the- colder  to  the  hotter 
parts  until  a  sufficient  pressure  is  developed 
to  check  it.  The  condition  of  equilibrium  of 
pressures  in  the  two  parts  of  the  system  is 
then  given  by  the  relation,* 

As  the  pressure  increases,  the  amount  of 
flow  from  the  colder  to  the  hotter  parts 
gradually  decreases  to  zero  and  then  reverses, 
so  that  at  ordinary  pressures  the  condition  of 
equilibrium  is 


P,  =  P,  or  ^  = 

|P2 


Equation  (17)  is  immediately  applicable  to 
the  case  mentioned  above  where  a  trap  con- 
nected to  an  exhaust  system  is  immersed  in 
liquid  air  (7'  =  .SS  approx.).     The  pressure  in 

the  latteristhen-vl;j^  =  0.55  of  that  in  the  rest 
of  the  system. 

•  KnudKpn.  Ann.  Phys..  SI.  20.5  and  33.  H.^i.  1910. 

G.  D.  West.  Proc.  Phys.  Soc.  (Lond.l  :»1.  27.S  (1919).  This 
paper  givi's  a  critical  discussion  of  the  laws  of  thermal  trans- 
piration over  the  whole  range  of  pressure.";. 

(To  bf  Cvnliriufd\ 


♦ 


503 


Fundamental  Phenomena  in  Electron  Tubes 
Having  Tungsten  Cathodes 

Part  I 

By  Irving  Langmuir 
Research  Laboratory,  General  Electric  Company 

As  a  result  of  the  pressing  need  for  electron  tubes  during  trie  war,  the  development  of  these  devices  has 
proceeded  rapidly  in  the  last  few  years.  The  phenomena  upon  which  the  operation  of  these  tubes  depends 
are  so  diflferent  from  those  of  most  electrical  devices  that  confusion  has  frequently  arisen  as  to  the  interpre- 
tation of  their  various  characteristics.  The  author  discusses  the  fundamental  factors,  such  as  the  electron 
emission  from  the  filament,  the  effect  of  space  charge,  the  disturbances  caused  by  the  current  passing  through 
the  filament,  etc.,  and  endeavors  to  clear  up  many  of  the  mysterious  effects  that  have  been  observed.  This 
article  was  read  as  a  paper  last  November  at  a  symposium  on  electron  tubes  held  in  Chicago  by  the  American 
Physical  Society. — Editor. 


In  a  paper*  published  in  1913,  it  was  shown 
that  in  a  two-electrode  thermionic  device 
having  only  a  negligible  gas  residue,  and 
operating  with  relatively  large  currents,  the 
characteristics  consists  essentially  of  two 
parts. 

In  one  part  of  the  characteristic  the 
current  is  practically  independent  of  the 
applied  voltage,  but  increases  rapidly  if  the 
tempjrature  of  the  filament  is  raised.  This 
part  of  the  characteristic  we  will  refer  to  as 
the  "saturation  region."  The  current  is 
primarily  determined  by  the  electron  emission 
from  the  cathode. 

In  the  second  part  of  the  characteristic  the 
current  increases  with  the  applied  voltage, 
usually  about  in  proportion  to  the  three- 
halves  power  of  the  voltage,  but  the  current 
is  practically  not  affected  by  a  change  in 
filament  temperature.  This  part  of  the 
characteristic  we  will  refer  to  as  the  "space 
charge  region."  Under  these  conditions  the 
current  is  limited  primarily  by  the  electro- 
static field  of  the  electrons  in  the  space 
between  the  electrodes. 

In  discussing  the  fundamental  phenomena 
in  electron  tubes,  we  must  keep  clearly  in 
mind  the  distinct  nature  of  each  of  the  two 
factors  just  mentioned.  It  will  therefore  be 
desirable  to  discuss  these  factors  separately 
and  later  consider  how  they  may  co-operate 
to  determine  the  characteristics  of  a  given 
device. 

*  Langmuir:  Phys.  Rev.  2,  450  (19L3).  Two  other  papers 
giving  some  new  data  and  a  clearer  discussion  of  the  theory  were 
soon  afterwards  published  in  the  Physikalische  Zeitschrift 
Vol.  1.5.  pages  348  and  .516  (1914).  A  review  of  the  history  of 
these  theories  and  a  discussion  of  their  application  to  electron 
tubes  for  use  in  radio  work  were  published  the  following  year. 
General  Electric  Review.  18,  May.  1915.  and  Proc.  Inst. 
Radio  Engs.  3.  261  (1915). 

t  The  temperature  of  filaments  are  expressed  on  the  absolute 
or  Kelvin  scale  as  denoted  by  the  symbol  °K.  The  method  of 
determining  the  temperatures  from  the  characteristics  of  the 
filaments  have  been  published:  Langmuir.  Phys.  Rev.  7,  .'i02. 
(1916)  and  Gener.\l  Electric  Review  19.  208  (1916). 


The  fundamental  phenomena  underlying 
the  two  different  parts  of  the  characteristics 
are  (1)  the  electron  emission  from  the  cathode, 
and  (2)  the  space  charge  between  the  elec- 
trodes. 

Electron  Emission.  When  a  metal  is  heated 
to  high  temperature  in  an  extremely  high 
vacuum,  electrons  are  emitted  from  its 
surface.  These  electrons  are  emitted  with 
certain  initial  velocities,  depending  on  the 
temperature  of  the  heated  metal  or  cathode. 
It  has  been  shown  by  Richardson  and  others 
that  these  initial  velocities  depend  only  on 
the  temperature  of  the  cathode  and  not  on  the 
material  of  which  it  is  constituted.  All  the 
electrons  emitted  do  not  have  the  same 
velocities — the  velocities  of  the  individual 
electrons  are  distributed  around  an  average 
value  according  to  the  laws  of  probability. 
In  this  particular  case  the  distribution  of 
velocities  is  expressed  by  a  law  derived  by 
Maxwell  and  usually  known  as  Maxwell's 
Distribution  Law.  The  average  kinetic 
energy  of  the  emitted  electrons  has  been 
found  to  have  the  same  value  as  that  of  gas 
molecules  in  a  gas  at  the  same  temperature 
as  the  cathode,  and  the  distribution  of  the 
individual  velocities  around  this  mean  value 
is  also  the  same. 

Although  the  actual  average  velocity  of 
emitted  electrons  is  very  high  when  expressed 
in  ordinary'  units,  such  as  miles  per  second, 
the  effects  produced  by  these  velocities  are 
strikingly  small.  Because  of  the  very  large 
electric  charges  on  the  electrons  and  their 
small  masses,  these  initial  velocities  do  not 
enable  the  electrons  to  move  against  anything 
but  small  retarding  potentials.  For  example, 
the  average  kinetic  energy  of  the  electrons 
emitted  from  a  cathode  heated  to  2400°  K.f 
is  onlv   sufficient   to   allow   the  electrons   to 


504     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


move  against  a  retarding  potential  of  0.31 
volts;  with  a  filament  at  1200°  K.  the  average 
velocity  corresponds  to  0.15  volts.  To 
illustrate  the  meaning  of  Maxwell's  Distri- 
bution Law  applied  to  the  case  of  a  filament 
at  2400°  K.  the  following  figures  are  given: 
90  per  cent  of  the  emitted  electrons  are  capa- 
ble of  moving  against  0.022  volts;  75  per  cent 
can  move  against  0.059;  50  per  cent  against 
0.143;  25  per  cent  against  0.29;  10  per  cent 
against  0.48;  1  per  cent  against  0.95;  while 
only  one  out  of  a  thousand  can  move  against 
1.42,  one  out  of  a  million  against  2. So  and  only 
one  out  of  a  billion  against  4.27  volts.  The 
higher  the  temperature  of  the  filament  the 
greater  the  voltages  against  which  the 
electrons  can  move;  in  fact,  this  voltage 
increases  directly  in  proportion  to  the  absolute 
temperature  of  the  filament. 

The  number  of  electrons  emitted  from  a 
given  cathode  in  high  vacuum  depends  to  a 
very  marked  extent  on  the  nature  of  the 
material  constituting  the  cathode,  on  the 
condition  of  its  surface  and  on  the  tem- 
perature. The  way  in  which  the  electron 
emission  varies  with  the  temperature  is 
usually  given  with  satisfactory  accuracy  by 
an  equation  which  was  derived  in  1901  by 
Richardson.    This  equation  is 

i  =  as/Te-r  W 

Here  i  is  the  current  emitted  per  unit  area 
from  the  cathode.  In  other  words,  i  is 
proportional  to  the  number  of  electrons 
emitted  per  unit  area  per  second;  T  is  the 
absolute  temperature  of  the  cathode,  a  and  b 
are  constants  depending  on  the  nature  and 
condition  of  the  surface  of  the  cathode,  and 
e  is  the  base  of  the  natural  system  of  loga- 
rithms, which  is  2.7 IN. 

In  deriving  this  equation  it  was  assumed 
that  the  number  of  electrons  per  unit  volume 
in  the  metal  remains  substantially  constant 
while  the  temperature  has  been  raised,  and 
that  the  external  electric  field  produced  by  a 
positive  anode  is  without  effect  in  drawing 
electrons  out  of  the  metal.  In  order  that  the 
current  obtained  in  any  actual  device  may 
correspond  with  the  above  equation  it  is 
necessary  that  the  conditions  be  so  chosen 
that  all  of  the  electrons  which  are  emitted 
are  able  to  flow  to  the  anode.  If  this  is  the 
case  and  if  the  external  field  does  not  cause 
an  increase  in  electron  emission,  then  the 
current  passing  through  the  tube  is  inde- 
pendent of  the  voltage  applied  to  the  anode 
and  the  current  is  said  to  be  saturated  and  is 
usuallv  referred  to  as  the  saturation  current. 


For  the  case  of  a  filament  of  pure  tungsten 
in  a  very  high  vacuum  the  electron  emission 
is  given  bv  the  equation : 

52500 

i  =  23.6X10Vre — T-  (1) 

where  /  is  expressed  in  amperes  per  sq.  cm. 
From  this  equation  the  values  of  i  given  in 
Table  I  are  calculated. 

TABLE  I 

ELECTRON   EMISSION   FROM  * 

PURE  TUNGSTEN 


Absolute 

Amperes 

Absolute 

Amperes 

Temp. 

per  Sq.  Cm. 

Temp. 

per  Sq.  Cm. 

1500 

0.58  XIQ-' 

2300 

0.1377 

1600 

5.42X10-« 

2400 

0.365 

17(1(1 

37.8    X10-* 

2500 

0.891 

1800 

214       X10-« 

2600 

2.044 

1900 

0.00103 

2700 

4.35 

2000 

0.0042 

2800 

8.33 

2100 

0.0151 

2900 

17.1 

2200 

0.0483 

3000 

31.7 

Although  it  is  frequently  possible  under 
experimental  conditions  to  obtain  saturation 
currents  which  remain  constant  over  wide 
ranges  of  voltage,  there  are  two  factors  which, 
even  in  the  complete  absence  of  gas  effects, 
may  cause  the  current  to  increase  with  the 
voltage  over  that  part  of  the  volt-ampere 
cur\'e  where  ordinarily  the  saturation  current 
is  to  be  expected.  The  first  of  these  effects 
has  been  experimentally  found  by  several 
observers  and  particularly  by  Schottky  (Phys. 
Zcit.  15,  872,  1914).  Schottky  has  given  both 
theoretical  and  experimental  reasons  for 
believing  that  with  potential  gradients  of  the 
order  of  magnitude  of  a  million  volts  per 
centimeter,  the  electron  emission  from  a 
metal  can  be  vcr>-  greatly  increased  because 
of  an  actual  pulling  of  the  electrons  out  of 
the  metal  by  these  fields.  Although  fields  of 
this  order  of  magnitude  can  be  rather  easily 
obtained  experimentally,  most  practical 
devices  utilizing  thermionic  currents  do  not 
have  electric  fields  around  their  cathodes 
sufficient  materially  to  increase  the  current 
in  this  way. 

The  second  effect  is  caused  by  hetero- 
geneity in  the  surface  of  the  cathode. 

When  a  metal  which  gives  a  high  electron 
emission  is  in  electric  contact,  with  another 
metal  giving  smaller  electron  emission,  there 
is  a  contact  difference  of  potential  between 
these  metals,  and  there  is  an  electric  field 
produced  in  the  space  between  the  surfaces  of 
these  metals.  This  contact  difference  of  poten- 
tial has  been  the  subject  of  discussion  for 
nearlv  a  hundred  vears.but  within  more  recent 


ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES 


505 


'      years,  through  the  work  of  Richardson  and 
others,  has  assumed  increased  importance.* 

According  to  this  theory  a  small  surface  of 
very  high  electron  emission  (which  we  will 
refer  to  as  an  active  surface)  will  have  a 
positive  potential  with  respect  to  surrounding 
areas  having  lower  electron  emission  (inactive 
surface).  If  the  active  surfaces  are  small  in 
extent  compared  to  the  inactive  ones  the 
electric  field  close  to  the  surface  of  the 
cathode  will  be  largely  determined  by  the 
negative  field  of  the  inactive  areas.  Since  the 
electrons  escaping  from  the  active  areas  must 
pass  through  these  negative  fields,  the 
effective  electron  emission  may  be  greatly 
cut  down  unless  an  external  field  is  applied 
sufficient  to  counteract  or  neutralize  the 
negative  field  produced  by  the  inactive  areas. 
A  mathematical  analysisf  shows  that  when 
the  sizes  of  the  active  and  inactive  areas  are  of 
molecular  dimensions  or  rather  are  of  the 
dimensions  which  one  might  expect  by  a 
random  distribution  of  active  molecules  over 
the  surface,  very  large  external  fields  are 
necessary  in  order  to  get  saturation  current. 
When  to  this  effect  of  active  and  inactive 
areas  we  add  the  geometrical  surface  irregu- 
larities such  as  small  elevations  and  depres- 
sions due  to  crystalline  structure,  etc.,  it  is 
apparent  that  conditions  should  be  expected 
to  arise  in  which  the  volt-ampere  character- 
istics may  increase  with  the  applied  voltage 
in  a  complicated  way  over  the  range  usually 
called  the  saturation  region. 

Among  the  numerous  experiments  which 
have  confirmed  these  theoretical  conclusions. 
I  will  mention  only  one  in  detail.  A  thermionic 
device  having  a  tungsten  filament  containing 
a  trace  of  thorium  and  made  up  in  such  a  way 
that  a  particularly  high  vacuum  is  inaintained. 
can  be  treated  so  that  the  filament  acts  in  one 
case  like  a  pure  tungsten  filament,  and  in  a 
second  case  like  a  pure  thorium  filament  (as 
far  as  electron  emission  is  concerned),  while 
in  a  third  case  a  fraction  of  the  surface  of  the 
cathode  is  covered  with  thorium  atoms  so 
that  the  surface  is  not  homogeneous.  These 
changes  in  the  condition  of  the  cathode  can 
be  brought  about  at  will  merely  by  heating 
the  cathode  at  a  series  of  different  tem- 
peratures in  the  highest  vacuum.  For  example, 
if  the  filament  is  heated  for  a  short  time  to 
1900°  K.,  thorium  diffuses  from  the  inside 
of  the  filament  to  the  surface  and  gradually 
completely  covers  the  surface  of  the  filament 

*  For  a  general  discussion  of  contact  potentials  and  for 
references  to  the  earlier  literature  see  Langmuir,  Trans.  .\mer. 
Electrochem.  Soc.  29.  125  (1916). 

t  This  work  will  probably  be  published  within  the  ne.\t  year. 

t  Annalen  der  Physik  JiT.  573  (1915). 


with  a  layer  of  thorium.  On  the  other  hand, 
when  the  filament  is  heated  for  a  few  minutes 
at  2S00  or  2900°  K.,  all  the  thorium  distills 
off  the  filament,  leaving  a  surface  of  pure 
tungsten.  If,  however,  the  thorium  be  dis- 
tilled from  the  filament  at  a  lower  tem- 
perature or  for  a  shorter  time,  it  is  possible  to 
leave  the  surface  covered  partly  with  tungsten 
and  partly  with  thorium. 

When  the  surface  is  entirely  covered  with 
thorium  the  electron  emission  at  a  given 
temperature  is  many  thousands  of  times 
greater  than  that  from  the  pure  tungsten 
surface.  By  lowering  the  temperature  of  the 
thorium  covered  filament  it  is  possible  to  get 
the  same  emission  in  the  two  cases.  It  is 
then  found  that  under  both  of  these  conditions 
a  very  definite  saturation  current  is  obtained. 
That  is,  there  is  a  wide  range  of  voltage  over 
which  the  current  remains  practically  constant. 

On  the  other  hand,  if  the  surface  of  the 
cathode  is  made  heterogeneous  by  having 
both  tungsten  and  thorium  present  on  the 
surface  it  is  found  that  no  well  defined 
saturation  current  is  obtained,  but  the 
current  gradually  increases  as  the  voltage  is 
raised.  The  volt-ampere  characteristic  is 
very  markedly  different  from  that  which  is 
found  in  either  of  the  two  previous  cases. 
This  test  is  best  made  by  adjusting  the 
filament  temperature  so  that  the  current 
that  flows  with  an  anode  voltage  of  200  is  the 
same  in  each  case.  These  experiments  can 
only  be  made  in  an  exceptionally  high 
vacuum  because  even  slight  traces  of  gases 
such  as  water  vapor,  or  oxygen  entirely 
destroy  the  activity  of  a  surface  of  thorium 
and  slight  traces  of  positive  ionization 
produce  a  disintegration  of  the  surface  to 
such  an  extent  that  the  minute  traces  of 
thorium  are  removed  from  the  surface.  It  is 
clear  from  these  experiments  that  the  failure 
to  reach  saturation  is  no  indication  whatever 
of  the  condition  of  the  vacuum  within  the 
tube.  With  one  and  the  same  tube,  without 
change  in  vacuum  conditions,  the  volt-ampere 
characteristics  can  either  be  made  flat,  giving 
a  good  saturation  current,  or  be  made  to 
curve  continually  upward  even  at  high 
voltages  so  as  to  give  little  indication  of  a 
definite  saturation  value.  Other  experiments 
seem  in  a  general  way  to  indicate  that 
Wehnelt  cathodes  as  ordinarily  made  are  far 
from  homogeneous,  and  that  even  in  the 
highest  vacuum  it  is  difficult  to  get  a  well 
defined  saturation  current. 

This  effect  also  explains  the  results  obtained 
by  Schlichtert  in  which  he  found  that  with  a 


506     June.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


contaminated  platinum  surface  no  definite 
saturation  was  obtained  at  a  hundred  volts, 
while  with  a  clean  surface  saturation  was 
reached  at  five  volts  or  less. 

In  determining  the  saturation  current  in  a 
particular  device  it  is  usually  necessan-  to 
take  great  care  that  the  temperature  of  the 
cathode  remains  constant.  The  electron 
emission  ordinarily  increases  so  extremely 
rapidh-  with  the  temperature  that  a  ver\^ 
few  degrees  change  in  temperature  of  the 
cathode  will  cause  a  relatively  large  change 
in  the  electron  emission,  and  therefore  in  the 
saturation  current.  In  cases  where  fairly 
large  currents  are  made  to  pass  through  a 
thermionic  device  and  fairly  high  voltages 
are  used,  the  heat  generated  at  the  anode  and 
radiated  from  it  may  be  sufficient  to  cause 
changes  in  the  temperature  of  the  cathode, 
and  in  this  way,  unless  extremely  sensitive 
methods  of  determining  and  checking  the 
cathode  temperature  are  employed,  it  may 
happen  that  this  cause  produces  an  apparent 
increase  in  the  saturation  current  when  the 
voltages  applied  to  the  anode  are  increased. 
An  efTect  of  this  kind  is  apt  to  be  particularly 
important  in  those  cases  where  the  cathode 
operates  at  a  low  temperature,  as  for  example 
where  a  Wehnclt  cathode  is  used.  Either  by 
careful  control  of  the  cathode  temperature  or 
by  making  measurements  of  the  electron  emis- 
sion by  momentary  application  of  voltage  to 
the  anode,  it  is  possible  to  distinguish  between 
an  apparent  increase  in  saturation  current 
due  to  this  heating  effect  and  a  real  increase 
in  electron  emission  due  to  heterogeneity 
of  the  filament  surface  or  to  other  causes. 

Very  minute  traces  of  impurities  in  the 
filament  or  on  its  surface  may  cause  great 
changes  in  electron  emission,  and  as  the 
condition  of  the  surface  may  change  during 
the  heating  of  the  filament  it  may  happen 

*  This  equation  was  independently  derived  by  the  writer 
(Phys.  Rev.  g.  450  (191.3])  and  applied  to  the  case  of  conduction 
bv  electrons. 

Lilicnfeld  (Phys.  Rev.  S.  .364.  |iyi411  claims  to  have  found 
the  law  that  the  current  increased  with  the  3  2  power  of  the 
voltage  in  some  of  his  work  published  in  1910.  A  careful  study  of 
Lilicnfeld 's  data  shows,  however,  that  in  his  experiments  the 
current  did  not  even  appro.ximately  vary  with  the  3.2  power  of 
the  voltage.  The  original  data  upon  which  Lilicnfeld  liases  his 
claim  are  those  given  on  page  69S  of  his  1910  article  (.\nnalen 
der  Physik.  Vol.  32).  It  there  appears  that  no  current  flowed  until 
the  voltage  between  the  sounding  electrodes  was  102  volts  and 
when  the  voltage  increased  from  102  to  116  volts  there  was  a 
17-fold  increase  in  current. 

The  current  thus  increased  with  the  23nd  power  of  the 
voltage  instead  of  with  the  3  2  power.  At  higher  voltages  the 
rate  of  increase  became  gradually  less,  but  over  the  range  in  which 
Lilicnfeld  claims  to  have  found  the  relation,  the  3-2  power  law 
is  not  even  approximately  fulfilled.  What  Lilicnfeld  did  find  w.as 
the  purely  empirical  relation  that,  beginning  from  102  volts,  in 
his  device  the  current  increased  in  proportion  to  the  3  4  power 
of  the  quantity  1''  — l'..*  where  V  is  the  difference  of  potential 
between  two  sounding  electrodes  and  l',.  is  lO.i  volts.  At  the 
higher  voltages  before  1'  became  very  larfje  compared  to  V*. 
Lilienfeld  found  tliat  even  the  above  empirical  relation  did  not 
hold. 


that  the  saturation  current  changes  markedly 
with  the  time  so  that  irregularities  in  the 
volt-ampere  characteristics  may  result. 

Space  Charge.  When  a  positive  potential  is 
placed  on  an  anode,  in  proximity  to  a  heated 
cathode  in  a  high  vacuum,  and  the  filament  is 
heated  to  a  low  temperature  so  that  it  emits 
relatively  only  few  electrons,  the  velocity  of  the 
electrons  increases  steadily  as  they  move 
between  cathode  and  anode.  However,  with  a 
given  voltage  on  the  anode  the  velocity  which 
the  electrons  acquire  is  perfectly  finite  so  that 
the  electrons  take  a  certain  time  to  pass  across 
this  space.  When  the  temperature  of  the 
cathode  is  raised  and  the  electron  emission 
increases,  the  number  of  electrons  in  the 
space  between  cathode  and  anode  at  any 
given  time  increases  at  first  in  proportion  to 
the  electron  emission.  Now  these  electrons 
in  the  space  tend  to  repel  those  which  are 
leaving  the  cathode,  and  it  is  clear  that  as  we 
increase  the  total  number  of  electrons  carr\-ing 
the  current,  a  point  must  ultimately  be 
reached  at  which  the  repulsive  force  caused 
by  the  electrons  in  the  space  will  be  sufficient 
to  neutralize  the  attractive  force  caused  by 
the  positive  potential  on  the  anode.  Under 
these  conditions  the  current  still  flows  to  the 
anode  because  of  the  initial  velocities  of  the 
electrons,  but  if  the  current  should  then 
increase  enough  so  that  the  repulsion  of  the 
electrons  in  the  space  is  able  to  exceed  the 
attractive  force  due  to  the  anode  sufficiently 
to  counteract  the  effect  of  the  initial  velocities, 
then  any  additional  electrons  emitted  by  the 
cathode  will  be  forced  to  return  to  the 
cathode.  The  current  flowing  from  cathode 
to  anode  will  thus  reach  a  definite  limit  at 
any  given  voltage  on  the  anode.  In  other 
words,  the  space  between  cathode  and  anode 
has  a  finite  current-carrying  capacity  for  a 
given  anode  voltage.  No  mere  increase  in 
electron  emission  from  the  cathode  can 
cause  the  current  through  the  device  to 
increase  beyond  that  set  by  this  limitation 
to  the  current. 

The  quantitative  theor>-  of  the  volt-ampere 
characteristics  of  an  electric  discharge  in 
which  the  current  is  carried  by  ions  of  only 
one  sign  was  worked  out  by  Qhild  {Physical 
Revieu\  32,  4!i2  |liUl]).  For  the  case  of  a 
discharge  occurring  between  two  parallel 
plane  electrodes  Child  obtained  the  equation:* 

Ott    >  m    X- 

Here  i  is  the  current  flowing  between  the 
electrodes  per  .square  centimeter  of  surface; 


ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES 


507 


e  is  the  charge  on  the  ion;  w  is  the  mass  of 
the  ion;  \'  is  the  difference  of  potential 
between  the  anode  and  cathode;  and  x  is  the 
distance  between  these  electrodes.  Child 
derived  and  used  this  equation  in  connection 
with  a  discussion  of  the  maximum  current 
that  could  be  carried  by  positive  ions  in  a 
gaseous  discharge. 

When  equation  (2)  is  applied  to  the  case  of 
a  discharge  carried  by  electrons  only,  the  value 

p 

of is  very  much  larger  than  in  the  case  of 

m 

discharge  carried  by  positive  ions.  If  we  take 
the  value  of  this  ratio  as  found  for  the  elec- 
trons and  substitute  in  the  equation  and 
adopt  as  our  units  the  volt,  ampere  and 
centimeter  the  equation  becomes 

1/3/2 

i  =  2.33X10-«^^  (3) 

In  this  equation,  i  represents  the  current- 
carrying  capacity  of  the  space  between  the 
electrodes  in  amperes  per  square  centimeter 
when  the  difference  of  potential  V  is  applied 
to  the  electrodes,  and  the  distance  between 
the  electrodes  is  A"  centimeters. 

For  the  entirely  analogous  case  of  a  pure 
electron  discharge  from  a  straight  cylindrical 
filament  to  a  co-axial  cylindrical  anode,  I 
have  derived  the  equation 

9     \m     r 
where    i    is    the    current    per    centimeter    of 
length  along  the  axis  and  r  is  the  radius  of  the 
cylindrical  anode. 

If  the  units  are  expressed  in  volts,  amperes 
and  centimeters  this  equation  becomes 

y3/2 

1  =  14.65X10-" (5) 

r 

This  gives  the  maximum  current-carrying 
capacity  of  the  space  between  the  cathode  and 
anode  in  amperes  per  centimeter  of  length  for 
the  case  of  a  small  heated  wire  in  the  axis  of  a 
cylindrical  anode  of  radius  r  centimeters, 
having  a  positive  potential  of  Y  volts  with 
respect  to  the  cathode. 

Assumptions  Underlying  the   "Space  Charge  Equa- 
tions" 

In  deriving  the  above  equations.  Child, 
Langmuir,  Schottky,  and  presumably  Arnold, 
made  two  fundamental  assumptions;  first, 
that  the  initial  velocities  of  the  electrons  had  a 
negligible  effect  under  the  conditions  to  which 
the  equations  were  to  be  applied,  and  secondly, 
that  the  temperature  of  the  cathode  and 
therefore  its  electron  emission  were  so  high 


that  a  further  increase  in  temperature  would 
not  cause  an  increase  in  the  current.  This 
second  assumption  is  equivalent  to  assuming 
that  the  filament  is  at  such  a  temperature 
that  it  emits  a  surplus  of  electrons.  It  is 
necessary  to  make  some  such  assumption 
in  order  to  bring  into  the  mathematical 
equations  the  fact  that  we  wish  to  consider 
the  space  charge  limitation  of  current  instead 
of  that  due  to  the  electron  emission  from 
the  cathode. 

We  have  already  seen  that  the  average 
initial  velocity  of  the  electrons  emitted  from 
the  filament  at  2400°  K.  is  only  sufficient 
to  cause  electrons  to  move  against  a  negative 
potential  of  0.31  volts.  Since  the  space  charge 
equation  is  ordinarily  used  in  connection 
with  thermionic  devices,  in  which  voltages  of 
from  10  volts  up  to  many  thousands  of  volts 
may  be  used,  it  is  clear  that  the  initial 
velocities  are  very  small  compared  to  those 
produced  by  the  applied  voltages.  In  general, 
therefore,  it  would  seem  that  we  are  justified 
in  neglecting  these  initial  velocities.  Of 
course,  what  actually  hapjjens  is  that,  when 
the  electron  emission  from  the  cathode  exceeds 
the  current-carrying  capacity  of  the  space, 
some  of  the  electrons  begin  to  return  to  the 
cathode.  When  this  occurs  there  is  at  the 
surface  of  the  cathode  an  opposing  electric 
field,  and  the  potential  in  the  space  at  a  short 
distance  from  the  cathode  surface  is  negative 
with  respect  to  the  cathode  itself.  The 
electrons  which  return  to  the  cathode  are 
naturally  those  which  were  emitted  from  it 
with  the  lowest  velocities.  There  is  thus 
directly  in  front  of  the  cathode  a  place  where 
the  potential  is  a  minimum  and  it  is  at  this 
place  that  the  potential  gradient  is  zero. 

In  the  derivation  of  the  space  charge  equa- 
tions the  assumption  of  negligible  initial 
velocities  introduces  an  error  which  is  roughly 
proportional  to  the  ratio  of  the  few  tenths  of 
a  volt  to  the  applied  anode  potential.  The 
assumption  that  the  potential  gradient  at  the 
surface  of  the  cathode  is  zero  is  strictly  only 
permissible  when  we  neglect  the  initial 
velocities.  If  the  initial  velocities  were 
actually  zero,  then  there  is  no  question  that 
the  potential  gradient  at  the  surface  of  the 
cathode  would  be  zero  when  the  current  is 
limited  by  the  current-carrying  capacity  of 
the  space.  If  we  assume  that  this  zero 
potential  gradient  does  not  exist  at  the 
surface  of  the  cathode,  but  exists  at  the  point 
of  minimum  potential  at  a  distance  of  a 
thousandth  of  an  inch  or  so  from  the  cathode, 
then  the  assumption  is  entirely  permissible. 


508     June,  1920 


GEXER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  6 


It  is  also  apparent  that  this  assumption  of 
zero  potential  gradient  taken  together  with 
an  assumed  zero  initial  velocity,  is  merely 
equivalent  to  stating  that  a  surplus  of 
electrons  is  emitted  at  the  cathode,  and  it  is 
essential  to  make  this  assumption  if  we  wish 
to  have  the  resulting  equation  give  us  the 
maximum  current-carr\'ing  capacity  of  the 
space. 

Of  course,  there  are  various  other  tacit 
'assumptions  which  are  made  in  the  deriva- 
tion of  the  space  charge  equations  (2)  to  (5), 
such  as,  for  example,  that  the  whole  of  the 
cathode  is  at  one  potential,  that  the  electrons 
do  not  lose  energy  by  collisions  with  gas  mole- 
cules, that  there  is  no  magnetic  field  which 
interferes  with  the  free  motion  of  the  elec- 
trons, etc. 

The  space  charge  equation  (3)  giving  the 
current  between  parallel  plane  electrodes  is 
not  of  a  form  which  can  be  readily  tested 
experimentally  because  it  is  difficult  to  work 
with  a  plane  cathode  surface  of  large  area.* 
The  fact,  however,  that  this  equation  indi- 
cates that  the  current  when  limited  by  space 
charge  should  increase  in  proportion  to  the 
three-halves  power  of  the  voltage  is  the  most 
significant  feature. 

The  equation  (5)  dealing  with  the  case  of  a 
straight  cathode  wire  in  the  axis  of  a  cylindri- 
cal anode  is  one  which  can  be  tested  experi- 
mentally with  high  accuracy.  A  large  number 
of  experiments  by  Dushmant  and  by  Schottlcy 
have  shown  that  this  equation  holds  with  a 
verv'  satis''actory  degree  of  accuracy,  the 
experiments  being  made  of  course  under 
conditions  of  very  high  vacuum.  This 
agreement  is  not  only  accurate  in  regard  to 
the  current  increasing  in  proportion  to  the 
three-halves  power  of  the  voltage  over  a  wide 
range,  but  also  in  regard  to  the  actual 
numerical  values  of  the  current  obtained  at  a 
given  voltage. 

By  a  general  method  of  reasoning  published 
in  1913, J  it  was  concluded  that  the  three- 
halves  power  relation  derived  directly  for  the 
case  of  the  parallel  plane  electrodes  and  the 
cylindrical  electrodes  should  also  hold  for 
electrodes  of  any  shape,  provided  that  every 
part  of  the  cathode  surface  is  heated  to  a 
temperature  high  enough  so  that  a  surplus  of 


*  Germerhausen  (Physik.  Zeitsch.  /S.^ICM  |l91.il)  applied 
Equation  Ci)  to  electron  current  between  .1  plane  Wehnelt 
cathode  and  a  parallel  anode  and  obtained  Rood  agreement. 

t  Dushman,  Phvs.  Rev.  i.  121  (1914). 
Schottky.  Physik.  Zeitsch.  IS.  624  (1914). 

t  Langmuir:  Phys.  Rev.  .'.  4o9  (1913). 

II  See  footnote  on  page  87S  of  Schottky's  subsequent  paper 
(Physik.  Zeitsch.  IS.  872,  |1914|). 


electrons  is  emitted,  and  that  the  boundaries 
of  the  space  through  which  the  discharge 
takes  place  are  either  at  the  potential  of  the 
cathode  or  at  the  potential  of  the  anode.  In 
the  argument  given  in  support  of  this  relation 
it  was  not  made  clear  that  the  rigorous  deriva- 
tion depends  upon  the  assumption  of  negligible 
initial  velocities  and  also  upon  the  fact  that  the 
paths  which  the  electrons  take  under  these  con- 
ditions remain  the  same  if  the  potentials  of  the 
bounding  surfaces  are  all  increased  in  the  same 
ratio.  Schottky  (Phys.  Zeitsch.  15.  520  [1914]) 
criticised  this  conclusion  and  maintained  that 
the  3/2  power  law  should  hold  only  for  those 
cases  in  which  the  electrons  travel  in  straight 
lines  from  the  cathode  to  the  anode.  As  a 
result  of  correspondence,  however.  Schottky 
recognized  that  the  paths  of  the  electrons 
remain  unchanged  when  the  voltage  is  raised, 
and  therefore  admitted'!  the  general  validity 
of  the  3  2  power  law  for  all  cases  where  the 
effects  of  initial  velocities  were  negligible. 

By  far  the  best  indication,  however,  that 
the  three-halves  power  relation  does  hold  for 
electrodes  of  even  complicated  shapes  is  the 
experimental  proof  that  it  holds  over  wide 
ranges  of  voltages  in  actual  thermionic  devices 
in  which  the  filaments  and  even  the  anodes 
are  in  the  form  of  wires  twisted  into  a  great 
number  of  irregular  shapes.  In  fact,  the 
experiments  seem  to  show  that  except  under 
unusual  conditions  the  relation  holds  ver\- 
nearly  as  well  as  for  the  case  of  concentric 
cylinders.  This  experimental  proof  justifies 
the  assumptions  made  in  the  derivation  of  the 
general  equation.  In  devices  with  three 
electrodes  it  is  usually  found  that  the  three- 
halves  power  relation  holds  satisfactorily 
either  when  both  cold  electrodes  arc  connected 
together  as  anode  or  when  one  is  used  as 
anode  and  the  other  is  connected  to  the 
cathode.  In  this  latter  case,  however,  the 
range  over  which  the  relation  holds  is  usually 
more  restricted.  The  reason  for  this  will  be 
discussed  below. 

Of  course,  it  is  only  to  be  expected  that  the 
space  charge  equations  will  apply  only  when 
the  electron  emission  from  the  cathode  is  so 
great  that  a  surplus  of  electrons  is  emitted 
from  every  part  of  the  cathode  surface.  Even 
under  these  conditions  there  are  various 
factors  which  may  cause  deviation  from  the 
three-halves  power  law  or  which  may  cause 
the  currcnt-carrx'ing  capacity  of  the  space  to 
vary,  even  without  change  in  the  anode 
potential. 

We  will  discuss  these  various  factors. 


ELECTRON  TUBES  HAYING  TUNGSTEN  CATHODES 


509 


Effects  Due  to  Initial  Velocities  of  the  Electrons 

I  have  already  discussed  how  with  the 
parallel  plane  electrodes  the  initial  velocities 
of  the  electrons  produce  a  small  deviation 
from  the  three-halves  power  relation  when 
the  voltage  applied  to  the  anode  is  not  very 
large  compared  to  the  voltages  of  a  few  tenths 
of  a  volt  corresponding  to  the  initial  velocities. 
Of  course  when  voltages  below  two  or  three 
volts  are  used  on  the  anode  these  deviations 
from  the  three-halves  power  law  become 
relatively  large.  In  the  case  of  coaxial 
cylindrical  electrodes  the  electric  field  around 
the  cathode  is  particularly  strong  close  to  the 
surface  of  the  cathode,  and  the  effects  due  to 
initial  velocities  are  thus  less  important  than 
in  the  corresponding  case  of  the  parallel  plane 
electrodes.  Still  with  anode  voltages  of  less 
than  five  or  ten  volts,  the  initial  velocities 
cause  quite  perceptible,  and  at  very  low 
voltages,  relatively  large  deviations.  In  the 
general  case  of  electrodes  of  any  shape 
whatever  it  is  not  always  true  that  the  initial 
velocities  have  the  same  relatively  small 
effect  as  in  the  two  simple  cases  of  the  plane 
and  cylindrical  electrodes.  Wherever  the 
design  of  the  apparatus  is  such  that  there  is  a 
strong  electric  field  close  to  the  surface  of  the 
cathode  the  deviations  from  the  three-halves 
power  relation  are  not  greatly  different  from 
those  in  the  case  of  the  concentric  cylindrical 
electrodes.  Thus,  the  cathode  instead  of  being 
straight  can  be  bent  into  complicated  shapes, 
such  as  a  rather  open  helix  or  a  V,  U  or  W 
shape.  The  anode  also  may  have  various 
shapes  of  this  kind,  and  yet  in  all  these  cases 
the  three-halves  power  ratio  may  be  found 
to  hold  over  a  very  wide  range  of  voltages 
and  even  hold  fairly  accurately  at  voltages  as 
low  as  five  volts.  That  is,  the  current  at  five 
volts  may  differ  only  by  a  small  percentage 
from  the  current  calculated  by  extrapolating 
from  the  volt-ampere  curve  at  higher  voltages 
according  to  the  three-halves  power  law. 

In  those  cases,  however,  where  the  appara- 
tus is  so  designed  that  the  electric  field  close 
to  the  surface  of  the  cathode  is  made  abnor- 
mally small  by  the  presence  of  an  auxiliary 
electrode  or  the  walls  of  the  vessel,  the  effect 
of  the  initial  velocities  of  the  electrons  is 
exaggerated  so  that  marked  deviations  from 
the  three-halves  power  law  may  hold  at 
comparatively  high  voltages.  Such  an  effect, 
for  example,  is  obser\'ed  when  a  standard 
Coolidgc  X-ray  tube,  having  a  focusing  shield 
nearly  surrounding  the  cathode,  is  operated 
at  potentials  of  only  a  few  hundred  volts, 
that  is,  under  conditions  far  removed  from 


those  at  which  it  ordinarily  operates.  The 
presence  of  this  focusing  screen  or  shield, 
which  is  connected  to  one  end  of  the  cathode 
filament,  makes  the  electric  field  close  to  the 
surface  of  the  cathode  very  small  indeed 
compared  with  what  it  would  be  if  the  shield 
were  not  present.  Under  these  conditions  the 
number  of  electrons  which  escape  from  the 
cathode  and  pass  to  the  anode  depends  very 
greatly  on  the  initial  velocities  of  the  electrons. 
Thus,  with  voltages  on  the  anode  much  less 
than  those  needed  to  give  saturation,  the 
current  flowing  through  the  tube  is  found  to 
depend  to  a  considerable  degree  on  the 
temperature  of  the  cathode;  in  other  words, 
on  the  initial  velocities.  Furthermore,  the 
current  is  found  to  increase  with  the  voltage 
considerably  more  slowly  than  corresponds  to 
the  three-halves  jjower  law  even  at  voltages 
of  several  hundred  volts.  However,  as  the 
voltage  is  raised  the  slope  of  the  volt-ampere 
characteristic  gradually  approaches  closer  to 
that  corresponding  to  the  three-halves  power 
law,  so  that  at  2000  volts  there  is  reasonably 
good  agreement  with  this  law. 

Another  case  in  which  the  effect  of  initial 
velocities  may  be  abnormally  increased  is  that 
in  which  the  grid  of  a  pliotron  is  connected 
to  the  negative  end  of  the  filament,  while 
various  positive  potentials  are  applied  to  the 
plate  or  anode.  The  shielding  action  of  the 
grid  has  an  effect  similar  to  that  of  the 
focusing  shield  in  the  Coolidgc  tube,  although 
the  effect  is  usually  not  nearly  so  marked. 
Under  normal  conditions  it  is  usually  found 
that  the  current  flowing  to  the  anode  follows 
the  three-halves  power  law  quite  satisfactorily 
under  these  conditions  over  a  wide  range  of 
voltage,  but  that  as  the  anode  voltage  is 
lowered  deviations  from  this  law  begin  to 
occur  at,  for  example,  20  to  50  volts  on  the 
anode,  instead  of  five  or  ten  volts  as  in  the 
case  where  the  grid  and  anode  are  connected 
together. 

A  simple  analogy  may  make  clearer  the 
reason  for  the  effect  of  initial  velocities  being 
so  greatly  exaggerated  when  the  field  around 
the  cathode  is  made  small.  Suppose,  for 
example,  a  man  stands  on  the  ground  holding 
a  handful  of  sand  and  throws  this  up  into  the 
air  while  the  wind  is  blowing.  The  sand  will 
evidently  be  carried  away  by  the  wind.  This 
condition  is  pather  analogous  to  the  case  of 
electrons  emitted  from  a  filament  surrounded 
by  an  electric  field  which  tends  to  draw  the 
electrons  away.  The  wind  corresponds  of 
course  to  the  electric  field.  Under  these 
conditions,    it    is    clear    that    the    particular 


510     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


velocity  with  which  the  man  throws  the  sand 
upward  is  not  important  so  long  as  the 
velocity  is  sufficiently  great  for  the  sand  to 
leave  his  hand.  Consider  now  the  case  of  a 
man  standing  at  the  bottom  of  a  well,  with 
the  wind  blowing  over  the  ground  around  the 
well :  If  the  man  throws  the  sand  up  as  before, 
it  will  all  fall  to  the  bottom  of  the  well 
because  it  is  protected  from  the  action  of  the 
wind.  If,  however,  he  throws  it  upward  with 
sufficient  velocity  so  that  some  of  it  rises 
above  the  level  of  the  ground,  it  will  then  be 
carried  away  by  the  wind.  The  amount  that 
is  thus  carried  will  depend  entirely  on  the 
velocity  with  which  the  sand  is  thrown 
upward.  This  is  analogous  to  the  case  of  the 
Coolidge  X-ray  tube  in  which  electrons  are 
emitted  at  the  bottom  of  a  depression  which 
protects  the  surface  of  the  cathode  from  the 
action  of  the  external  electric  field. 

Experiments  have  shown  that  if  a  tube  is 
made  up  exactly  like  a  standard  Coolidge 
X-ray  tube,  except  that  the  focusing  shield 
is  omitted,  the  three-halves  power  law  then 
applies  with  verj'  satisfactory'  accuracy  down 
to  comparatively  low  voltages. 

Effects  Due  to  the  Charging  Up  of  the  Walls  of  the 
Vessel 

In  cases  where  the  anode  does  not  nearly 
surround  the  cathode  some  of  the  electrons 
emitted  from  the  cathode  are  able  to  pass  to 
the  surface  of  the  glass  until  a  negative  charge 
develops  on  the  glass  sufficient  to  prevent  any 
further  flow  of  electrons  to  the  glass.  In 
other  words,  the  glass  will  become  slightly 
negatively  charged  with  respect  to  the 
cathode.  The  actual  potential  which  the 
glass  may  reach  in  this  way  depends  mainly 
on  how  good  the  insulating  conditions  are, 
and,  as  we  shall  see  later,  depends  to  an 
extraordinary  degree  on  the  presence  of  even 
relatively  minute  amounts  of  gas  ionization. 
According  to  Maxwell's  Distribution  Law, 
there  is  no  definite  upper  limit  to  the  velocities 
with  which  the  electrons  are  emitted  from 
the  hot  cathode,  but,  as  has  been  shown,  only 
about  one  out  of  a  million  of  the  electrons  is 
able  to  move  against  2.85  volts,  and  only  one 
out  of  a  billion  against  4.27  volts.  Such 
extremely  small  currents  as  those  correspond- 
ing to  this  last  figure  would  not  ordinarily 
be  able  to  make  up  for  the  electric  leakage 
from  the  surface  of  the  glass.  Under  usual 
conditions,  therefore  (and  this  is  in  general 
accord  with  experiment),  the  glass  walls,  and. 
in  fact,  any  well  insulated  electrode  placed 
within  the  vessel,   charges  up   to  potentials 


in  the  neighborhood  of  about  two  volts.  But 
under  exceptional  conditions  of  high  vacuum, 
etc.,  this  negative  charge  may  be  a  couple  of 
volts  greater. 

Where  the  anode  nearly  surrounds  the 
cathode  the  slight  negative  potentials  on  the 
glass  have,  of  course,  relatively  little  effect 
on  the  electric  field  between  the  electrodes, 
and  therefore  are  not  important  in  their  effect 
on  the  current-carrsing  capacity  of  the  space. 
In  those  cases,  however,  where  the  anode  is 
relatively  small,  or  is  placed  at  a  considerable 
distance  from  the  cathode  so  that  a  relati\-ely 
large  surface  of  glass  is  exposed,  the  effect 
of  the  charges  on  the  glass  frequently  becomes 
of  the  utmost  importance  in  modifying  and 
increasing  the  effect  of  the  space  charge,  and 
in  weakening  the  field  around  the  cathode. 
In  this  way  it  may  happen  that  the  effects 
of  the  initial  velocities  may  be  exaggerated, 
just  as  in  the  case  of  the  presence  of  an 
auxiliary  electrode  close  to  the  cathode.  In 
the  case  where  the  anode  and  cathode  both 
consist  of  small  L'-shaped  filaments  placed 
at  some  distance  apart  in  a  rather  large  glass 
bulb,  the  effect  of  the  charging-up  of  the  walls 
may  become  so  great  as  entirely  to  stop  the 
current  that  flows  between  the  two  electrodes 
even  when  several  hundred  volts  are  applied 
to  the  anode.  Such  effects  as  th's  can  be 
observed  when  the  greatest  effort  is  made  to 
obtain  a  high  vacuum  and  the  entire  bulb  is 
completely  immersed  in  liquid  air  so  as  to 
improve  the  vacuum  and  decrease  the  electric 
conductivity  of  the  glass  surfaces.  Under 
slightly  poorer  vacuum  conditions,  where 
effects  of  this  kind  may  occur,  but  are  less 
marked,  it  may  happen  that  no  current  will 
pass  from  cathode  to  anode  until  a  certain 
critical  voltage  is  applied  to  the  anode.  Above 
this  point  the  volt -ampere  characteristics 
correspond  accurately  under  ordinary  condi- 
tions to  the  three-halves  power  law.  These 
effects  can  be  eliminated  by  rendering  the 
glass  walls  electrically  conducting,  as  for 
example,  by  distilling  tungsten,  copper  or 
other  metallic  substance  on  to  them  from  the 
filament  and  by  connecting  this  conducting 
surface  to  the  anode  or  cathode  in  such  a  way 
as  to  prevent  the  accumulation  of  negative 
charges.  ^ 

In  properly  constructed  thermionic  devices 
effects  of  this  kind  usually  do  not  occur  at  all 
under  normal  conditions.  These  effects  have, 
however,  misled  a  great  many  scientific 
investigators  and  have  undoubtedly  led  Pring 
and  Parker  in  their  work  on  thermionic 
emission  from  carbon,  and  Hallwachs  in  his 


ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES 


511 


work  on  photo-electric  emission,  to  conclude 
that  in  a  very  high  vacuum  the  thermionic 
emission  and  photo-electric  emission  vanish. 
Of  course,  subsequent  work  has  entirely 
disproved  these  conclusions. 

Effects  Due  to  the  Current  Used  to  Heat  the  Cathode 

Under  the  usual  operating  conditions 
ordinary  thermionic  devices  have  a  cathode 
which  is  in  the  form  of  a  filament  and  is  heated 
by  the  passage  of  current  through  it.  There  is 
thus  a  potential  drop  along  the  filament  and 
the  current  through  the  filament  produces  a 
magnetic  field  surrounding  the  wire.  There 
are  thus  three  ways  in  which  the  current 
flowing  through  the  filament  may  influence 
the  volt-ampere  characteristics  and  cause 
deviations  from  the  three-halves  power  law : 

(A)  The  potential  drop  along  the  wire 
makes  the  potential  diff'erence  between  the 
anode  and  cathode  vary  for  different  parts  of 
the  cathode  surface. 

(B)  If  the  different  portions  of  the  cathode 
are  in  close  pro.ximity  to  each  other,  two 
parts  having  marked  difference  of  potential 
produce  an  effect  exactly  like  that  caused 
by  the  grid  of  a  pliotron. 

(C)  The  magnetic  field  causes  changes  in 
the  paths  of  the  electrons. 

Let  us  discuss  these  effects  separately : 
(A)  Potential  Drop  Along  Cathode.  As  an 
extreme  case  where  the  potential  drop  along 
the  wire  influences  the  characteristics  of  the 
discharge,  let  us  consider  a  long  straight 
filament  placed  in  the  axis  of  an  equally  long 
cylindrical  anode.  We  will  assume  that  the 
voltage  drop  along  the  wire  is  100  volts.  If, 
now,  we  give  the  anode  a  potential  of  ten  volts 
(positive)  with  respect  to  the  negative  end  of 
the  filament,  it  is  clear  (neglecting  initial 
velocities)  that  current-  will  flow  only  from 
that  part  of  the  cathode  which  is  negative 
with  respect  to  the  anode.  The  current  will 
thus  flow  only  from  a  section  of  the  cathode 
located  near  the  negative  end  of  the  filament, 
which  is  one  tenth  of  the  length  of  the 
cathode.  If,  on  the  other  hand,  the  anode  is 
charged  to  plus  20  volts  with  respect  to  the 
negative  end  of  the  filament,  then  current 
will  flow  from  two  tenths  of  the  length  of  the 
cathode  while  the  other  eight  tenths  will  be 
entirely  inactive  as  far  as  contributing  to  the 
total  current  is  concerned.  For  each  small 
section  of  the  cathode  the  three-halves  power 
law  will  apply  with  reasonable  accuracy,  but 
the  total  effective  length  of  the  filament  also 
increases  in  proportion  to  the  applied  voltage. 
From    this    it    is   readily    seen    (and    this   is 


confirmed  by  more  rigorous  mathematical 
analysis)  that  as  long  as  the  potential  of  the 
anode  does  not  exceed  that  of  the  positive  end 
of  the  cathode,  the  total  current  increases  in 
proportion  to  the  five-halves  power,  that  is, 
the  two  and  one-half  power  of  the  voltage. 
With  anode  voltages  higher  than  that  of  the 
positive  end  of  the  filament  this  relation  will 
no  longer  hold,  but  the  slope  of  the  volt- 
ampere  characteristic  will  gradually  approach 
more  and  more  closely  to  that  corresponding 
to  the  three-halves  power  law  as  the  voltage 
is  raised  beyond  this  point.  It  is  thus  seen 
that  the  maximum  effect  of  the  voltage  drop 
along  a  straight  filament  with  the  anode  at  a 
constant  distance  from  it  is  not  greater  than 
that  corresponding  to  an  increase  of  the 
exponent  from  3/2  to  5/2. 

It  is  clear  that  in  studying  the  character- 
istics of  a  device  in  which  there  is  a  large 
voltage  drop  along  the  filament,  the  voltage 
applied  to  the  anode  should  be  measured 
from  the  negative  end  of  the  filament,  because 
most  of  the  electron  emission,  and  in  some 
cases  all  of  the  electron  emission,  comes  from 
this  end  of  the  filament. 

(B)  Grid-like  Action  of  One  Part  of  the 
Filament  on  Another.  With  special  construc- 
tion of  the  cathode  by  which  the  two  ends  of 
the  cathode  are  brought  close  together,  or 
where  the  cathode  is  made  as  a  double  helix, 
this  grid-like  action  may  become  fairly 
marked.  It  is  still  more  pronounced  where  one 
end  of  the  filament  is  supported  by  a  frame- 
work in  proximity  to  the  filament  or  to  the 
path  that  the  electrons  take  between  the 
cathode  and  anode.  This  framework  corre- 
sponds exactly  to  a  grid  connected  to  one  end 
of  the  filament.  The  current-carrying  capacity 
of  the  space  between  cathode  and  anode 
depends  upon  the  direction  in  which  the 
current  is  made  to  pass  through  the  cathode, 
the  voltage  of  the  anode  with  respect  to  the 
negative  end  of  the  filament  being  kept 
constant.  Thus,  if  the  framework  is  positive 
with  respect  to  the  rest  of  the  filament,  the 
current-carrying  capacity  of  the  space  will  be 
greater  than  if  the  framework  is  negative 
with  respect  to  the  rest  of  the  filament.  In 
general  the  3/2  power  relation  will  hold  more 
accurately  if  the  framework  is  connected  to 
the  negative  end  of  the  filament  than  if 
it  is  connected  to  the  positive  end.  Further- 
more, with  a  given  potential  on  the  anode 
(always  with  respect  to  the  negative  end  of 
the  filament)  the  current-carrying  capacity 
of  the  space  will  vary  with  the  current  flowing 
through   the  cathode,   because  the  potential 


512     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  G 


on  the  positive  end  of  the  filament  is  thus 
made  to  change  and  this  alters  its  effect  as  a 
grid.  In  case  the  anode  is  maintained  at  a 
given  potential  with  respect  to  the  positive 
end  of  the  filament  (which  is  not  customarity 
done)  this  may  readily  lead  to  a  decrease  in 
the  current-carr\-ing  capacity  of  the  space 
when  the  filament  temperature  is  increased. 
This  effect  is  simply  due  to  the  negative  end 
of  the  filament  becoming  more  strongly 
negative  when  the  filament  temperature  is 
raised. 

(C)  Effect  of  Magnetic  Field.  Richardson* 
has  pointed  out  that  the  magnetic  field  pro- 
duced by  the  current  flowing  through  the 
cathode  tends  to  interfere  with  the  free 
motion  of  the  electrons  and  tends  in  fact  to 
cause  them  to  return  to  the  cathode.  This 
effect  is  particularly  marked  when  the 
cathode  is  such  that  it  requires  large  heating 
currents  of  many  amperes,  and  is  also  more 
marked  when  the  electrons  are  moving  under 
the  influence  of  a  weak  electric  field,  that  is, 
when  the  anode  voltages  are  low. 

For  the  case  of  a  straight  filament  carrying 
one  ampere  the  electric  field  needed  to  draw 
the  electrons  through  this  magnetic  field  is 
only  0.2  volts.  The  effect  is  thus  of  the  same 
order  of  magnitude  as  that  due  to  the  initial 
velocities  of  the  electrons.  With  filaments, 
however,  which  take  10  or  20  amperes  to  heat 
them,  this  effect  would  be  quite  serious  except 
when  high  anode  voltages  are  used. 

Elimination  of  Effects  Caused  by  Current  Passing 
Through  the  Cathode 

All  of  the  effects  caused  by  the  current 
passing  through  the  cathode  can  be  entirely 
eliminated  by  making  measurements  of  the 
volt-ampere  characteristics  during  short  inter- 
vals of  time  during  which  the  current  flowing 
through  the  cathode  is  interrupted.  If  these 
time  inter\'als  are  made  of  the  order  of  a 
hundredth  of  a  second  or  less,  the  filament 
temperature  remains  practically  constant. 
This  may  be  accomplished  by  use  of  a  rotating 
commutator.  This  method  was  apparently 
first  used  for  measurement  of  thermionic 
currents  by  O.  von  Baeyerf  and  was  subse- 
quentlv  used  bv  Schottkv  (Annalcn  der 
Physik  44.  1021  ['ini4]).  This  simple  method 
of  determining  the  characteristics  of  a 
thermionic  device  eliminates  all  the  rather 
complicated   secondary   effects   produced   by 

(A)  the   potential   drop   along   the  cathode; 

(B)  the  grid-like  action  of  one  part  of  the 

»  The  Emission  of  Electricity  from  Hot  Bodies"  (1916),  by 
O.  W.  Richardson,  p.  67. 

t  Physik.  Zeitsch  10.  168  (1909). 


cathode  on  another;  and  (C)  the  magnetic 
field  caused  by  the  current  flowing  through 
the  cathode. 

Effects    Caused     by    Lack    of    Uniformity    in    the 
Temperature  of  the   Cathode 

The  filament  used  as  cathode  is  cooled  at 
its  ends  by  the  leads  which  carry  the  current 
to  it.  and  it  is  also  cooled  by  any  supports  used 
to  hold  the  filament  in  place.  Although  the 
central  part  of  the  filament  may  be  heated  to 
such  a  high  temperature  that  it  emits  more 
electrons  than  can  be  carried  through  the 
space  with  a  given  voltage  on  the  anode,  the 
ends  of  the  filaments  are  always  cooled  to  such 
a  low  temperature  that  they  emit  practically 
no  electrons.  A  mathematical  and  experi- 
mental analysis  has  shown  that  under  ordi- 
nar\^  conditions  the  cooling  effect  at  the  two 
ends  of  a  tungsten  filament  lowers  the  total 
electron  emission  from  the  filament  by  an 
amount  that  corresponds  roughly  with  the 
electron  emission  from  a  length  of  filament 
having  a  voltage  drop  of  1.4  volts.  Thus,  if 
the  voltage  used  to  heat  the  cathode  is  14 
volts,  the  cooling  effect  of  the  leads  normally 
decreases  the  total  electron  emission  by  about 
10  per  cent  below  that  which  would  be 
obtained  if  the  entire  length  of  filament  were 
heated  to  the  same  temjierature  as  that  which 
exists  at  its  middle.  With  a  filament,  however, 
requiring  only  4.2  volts  the  cooling  effect  of 
the  leads  would  reduce  the  total  electron 
emission  by  about  one  third.  These  results 
are  given  simply  to  indicate  the  order  of 
magnitude  of  the  effect  produced  by  the 
cooling  of  the  leads. 

With  filaments  which  take  three  volts  or 
less  the  relati\e  decrease  in  electron  emission 
for  a  given  heating  current  is  much  greater 
than  would  be  calculated  by  the  above  simple 
rule. 

In  the  derivation  of  the  space  charge 
equations,  particularly  that  derived  for  the 
case  of  electrodes  of  any  shape,  it  was  assumed 
that  every  part  of  the  cathode  surface  was 
heated  to  a  temperature  at  which  a  surplus  of 
electrons  was  produced.  Now,  in  all  cases  in 
which  we  are  dealing  with  actual  filaments 
there  is  a  short  length  of  filament  near  the 
ends  on  which  the  electron  emission  is  so 
small  that  there  is  not  a  surplus  of  electrons. 
In  fact,  over  this  region  of  the  filament  the 
current  flowing  from  it  will  Ix"  saturated. 
This  causes  a  slight  deviation  from  the  3  2 
power  law,  but  with  filaments  requiring  three 
or  four  volts  or  more  this  particular  cause  of 
deviation  is  an  extremelv  small  effect.   This  is 


ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES 


513 


proved  by  observation  of  the  actual  character- 
istics of  electron  discharge  devices  having 
filaments  of  this  character.  It  is  found  that 
the  volt-ampere  characteristics  do  follow  the 
3  2  power  law  over  a  wide  range  of  voltage. 
Of  course  the  higher  the  voltage  used  in  the 
filament  the  smaller  this  effect  becomes,  but 
the  evidence  seems  to  indicate  that  even  for 
the  filaments  having  the  lowest  drop  used  in 
practice  this  particular  effect  is  negligible  in 
causing  departure  from  the  3/2  power  law. 

The  cooling  eft'ect  of  the  leads,  however,  has 
a  more  marked  effect  on  the  characteristics 
in  causing  a  change  in  the  current-carrying 
capacity  of  the  space  because  of  the  change 
in  the  area  of  the  heated  part  of  the  filament 
when  difl^crent  filament  temperatures  are  used. 
Thus  the  higher  the  filament  temperature  the 
longer  the  section  of  the  filament  which  will 
be  heated  hot  enough  to  emit  a  surplus  of 
electrons.  With  filaments  in  which  the 
voltage  drop  is  only  three  or  four  volts  and 
operating  at  normal  temperature  a  marked 
increase  in  filament  temperature  will  increase 
the  length  of  the  heated  region  sufficiently  to 
cause  several  per  cent  increase  in  the  current- 
carrying  capacity  of  the  space,  simply 
because  it  increases  the  cross-section  of  the 
space  through  which  the  electrons  pass.  With 
filaments  in  which  the  voltage  drop  is  larger, 
however,  this  effect  becomes  proportionally 
less. 

This  effect  of  the  cooling  of  the  leads 
sometimes  causes  the  apparent  current- 
carrying  capacity  of  a  given  device  to  depend 
on  the  cathode  temperature.  This  should  not 
be  mistaken  for  an  effect  due  to  the  initial 
-velocities.    The  effect  due  to  initial  velocities 


is  noticed  particularly  with  low  anode  volt- 
ages, whereas  that  due  to  ths  cooling  of  the 
leads  is  effective  at  all  anode  voltages  practi- 
cally equally.  The  volt-ampere  curve  in  this 
latter  case  still  corresponds  to  the  3/2  power 
law,  but  the  coefficient  K  in  the  equation 
i  =  KV^I'^  increases  as  the  filament  tem- 
perature -is  raised  simply  because  the  length 
of  the  heated  region  changes  with  the  tem- 
l)erature  of  the  filament. 

Effect  of  External  Magnetic  Field 

If  a  thermionic  device  is  placed  in  a 
magnetic  field,  as,  for  example,  by  bringing 
an  electro-magnet  or  permanent  magnet  close 
to  the  bulb,  the  paths  of  the  electrons  are 
changed  in  a  way  similar  in  principle  to  that 
caused  by  the  magnetic  field  due  to  current 
flowing  through  the  cathode.  With  ordinary 
thermionic  devices  of  the  type  I  am  consider- 
ing an  external  magnetic  field  usually 
decreases  the  current-carrying  capacity  of  the 
space  for  a  given  anode  voltage.  The  lower 
the  voltage  on  the  anode  the  more  marked 
this  effect  becomes.  As  a  result  of  this  an 
external  magnetic  field  usually  causes  the 
current  to  increase  with  the  applied  voltage 
on  the  anode  more  rapidly  than  when  the 
magnetic  field  is  absent.  Thus,  in  the  ordinary 
device  the  3/2  power  law  holds  accurately 
over  a  wide  range  when  there  is  no  field,  but 
a  strong  magnetic  field  has  the  effect  of 
making  the  current  increase  more  rapidly 
than  the  3/2  power  law  requires.  An  effect 
of  this  kind  is  ordinarily  only  noticeable  when 
rather  strong  external  fields  are  applied,  and 
weak  fields  like  that  of  the  earth's  magnetic 
field  are  negligible  in  their  effects. 


{To  be  concluded  in  July  issue) 


514     June.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


Electron  Power  Tubes  and  Some  of  Their 

Applications 

By  William  C.  White 
Research  L.\bor.\tory,  Gexer.^l  Electric  Company 

The  interest  and  activity  in  radio  transmission  is  on  the  increase  and  this  fact  has  focused  attention  on 
the  three-element  electron  tube,  otherwise  the  pliotron.  In  this  article  there  is  given  a  very  thorough  expo- 
sition of  the  factors  of  design  and  construction  that  determine  the  output  of  three-element  power  tubes.  This 
is  followed  bv  a  description  of  a  typical  pliotron  power  tube,  after  which  are  discussed  the  properties  of  oscil- 
lating circuits  for  these  tubes.  The  article  is  concluded  with  descriptions  and  illustrations  of  radio  transmit- 
ting sets. — Editor. 


There  is  a  considerable  field  of  application 
for  three-element  electron  tubes  as  oscillators 
or  amplifiers  to  give  outputs  of  several 
hundred  to  several  thousand  watts. 

For  this  purpose  it  is  possible  to  utilize 
a  ver\-  large  number  of  small  tubes  operating 
in  parallel,  but  for  reasons  of  expense,  com- 
plexity, liability  to  breakdown  of  units,  and 
space  required,  such  a  solution  of  the  problem 
is  impracticable  and  becomes  increasingly  so 
the  greater  the  power  output  required. 

In  radio  transmitting  apparatus  particularly , 
there  is  a  field  for  continuous  wave  high 
frequency  outputs  of  about  one  kilowatt. 

Excluding  amateur  installations,  the  greater 
proportion  of  radio  transmitting  sets  are  of 
the  so-called  medium  power  type  giving  out- 
puts of  high  frequency  energy  of  250  to  2500 
watts  into  the  antenna.  With  the  usual 
size  of  antenna  employed  and  the  logical 
organization  of  wave  lengths,  operation  in  the 
wave  length  range  of  300  to  2000  meters 
(1,000,000  to  1.50,000  cycles)  is  usually 
desired. 

At  the  present  time  spark  sets,  mostly  of 
the  quenched  gap  type,  are  used  for  this  class 
of  transmitting  equipment. 

The  adoption  of  continuous  wave  trans- 
mission to  supersede  damped  wave  trans- 
mission has  brought  about  wonderful  im- 
provements in  the  case  of  very  low  power 
and  ven.-  high  power  installations. 

Spark  sets  of  the  medium  power  class 
mentioned  above  cannot  be  replaced  b\-  the 
type  of  apparatus  used  on  the  high  power 
continuous  wave  sets. 

Neither  the  high  frequency  alternator, 
the  Poulsen  arc  nor  the  so-called  timed  spark 
systems  are  practical  for  this  particular  class 
of  stations,  principally  because  of  their 
inability  to  operate  at  the  short  wave  lengths 
required  and  also  due  to  lack  of  flexibility  of 
wave  length  in  the  case  of  the  alternator  and 
poorer  characteristics  of  the  arc  at  low  power. 


Also  in  the  case  of  radio  telephony,  voice 
control  is  a  comparatively  simple  matter 
with  three-element  electron  tubes. 

Therefore  it  is  logical  to  believe  that  this 
class  of  medium  power  transmitting  equip- 
ment is  a  particularly  premising  field  for 
the  three-element  vacuum  tube. 

There  are  also  several  other  fields  of  applica- 
tion, some  of  which  will  be  described  later. 

Since  the  three-element  power  tube  itself 
is  the  basis  of  such  equipments,  its  character- 
istics and  the  features  required  for  power 
output  will  be  first  considered. 

THE  THREE-ELEMENT  POWER  TUBE 

There  are  a  number  of  factors  in  the  design 
and  construction  of  a  three-element  vacuum 
tube  which  may  limit  its  output. 

(1)  Dissipation  of  energy  in  the  form  of 
heat  at  the  anode  so  great  that  deterioration 
of  the  vacuum  results,  or  certain  of  the  parts 
lose  their  mechanical  strength,  or  even  melt. 

(2)  Insufficient  electron  emission,  resulting 
in  a  definite  limitation  of  plate  current  and 
therefore  limiting  the  input  energy  to  the 
tube. 

(."1)   Insufficient  exhaust  treatment. 

(4)  Insufficient  dielectric  strength  in  the 
materials  holding  the  electrodes  in  place  and 
in  the  lead-in  wires  or  terminals. 

(5)  Insufficient  mechanical  strength  of  the 
electrodes  or  their  parts,  so  that  the  high 
anode  voltage  causes  a  displacement  and 
probable  short-circuiting,  due  to  the  mechan- 
ical force  of  the  electrical  field. 

((>)  Improper  geometrical  design  or  con- 
struction so  that  the  electrical  constants  of 
the  tube  are  incorrectly  proportioned  to  the 
conditions  of  operation.  This  allows  the 
factors  which  cause  the  first  five  limitations 
to  be  at  values  above  the  possible  minimum 

These  factors  will  now  be  taken  up  more 
in  detail,  together  with  comments  n-lating 
thereto. 


ELECTRON  POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS 


oL-J 


(/)  Dissipation  of  Energy  from  the  Anode 

Of  the  input  to  the  plate  circuit  of  the  tube  a 
portion  appears  as  output  and  ])ractically  the 
entire  remainder  is  lost  as  heat  at  the  plate. 

In  the  types  of  oscillating  circuits  used  at 
the  present  time  the  output  approximates 
50  per  cent  of  the  input,  actual  values  ranging 
from  25  per  cent  up.  Therefore,  in  the  design 
of  the  anode  and  bulb  provision  must  be  made 
to  dissipate  more  energy  than  is  produced. 

The  heat  energy  leaves  the  anode  or  plate 
mostly  by  radiation,  but  a  certain  proportion 
is  carried  away  by  conduction  through  the 
plate  supports.  The  necessary  plate  area 
acting  as  anode  is  more  or  less  determined 
by  the  desired  electrical  characteristics,  but 
its  actual  area,  to  facilitate  radiation  of  heat, 
may  be  increased  by  vanes  or  other  forms  of 
attached  surfaces.  It  is  good  practice  to 
make  the  plate  out  of  the  same  piece  of 
metal  as  the  vanes,  as  it  is  surprising  how 
poor  the  heat  conductivity  between  two 
pieces  of  metal  may  be  that  are  in  intimate 
contact  by  a  process  such  as  riveting.  This 
effect  is  often  plainly  apparent  in  plates  that 
are  running  at  a  red  heat  by  the  difference 
in  color  of  parts  supposedly  in  intimate 
contact. 

In  the  choice  of  material  for  the  plates  of 
power  tubes  the  use  of  tungsten  or  molyb- 
denum is  very  desirable,  as  it  gives  the  follow- 
ing advantages  of  energy  dissipation  for  a 
given  area: 

(1)  These  metals,  in  the  form  of  vacuum 
tube  plates,  can  be  freed  from  gas  to  a  greater 
extent  than  any  other  metal. 

(2)  They  retain  good  mechanical  strength 
at  a  bright  red  heat. 

(3)  The  rate  of  evaporation  of  the  metal 
which  would  cause  blackening  of  the  bulb  is 
very  small,  even  at  a  bright  red  heat. 

(4)  On  account  of  their  very  high  melting 
points  they  can  stand  up  under  very  high 
inputs  of  energy  over  a  short  period  of  time. 
This  is  important  in  safeguarding  the  tube 
from  excessive  inputs  with  no  output  when, 
from  some  accidental  cause,  a  high  voltage 
power  tube  stops  oscillating  and  the  plate 
current  is  only  limited  by  the  electron 
emission. 

The  writer  has  noted  this  latter  defect  in 
many  foreign  power  tubes.  Their  rated 
operating  condition  is  so  near  the  absolute 
limit  which  the  tube  will  stand  that  any 
change  in  conditions  is  liable  to  spoil  the 
vacuum,  or  a  mishap  stopping  oscillations 
almost  instantly  causes  destruction  of  the 
tube    by    excess    dissipation    of    energy.      It 


certainly  is  not  good  engineering  practice  to 
so  rate  vacuum  tubes.  This  defect  in  tubes 
of  foreign  design  is  usuilly  accentuated  by 
the  fact  that  the  design  is  of  rather  low 
impedance  for  the  voltage  employed,  thus 
making  the  plate  current  at  full  rated  plate 
voltage  greatly  in  excess  of  the  normal  load 
current  in  the  oscillating  condition. 

When  a  tube  fails  to  function  properly  and 
the  characteristic  blue  glow  of  excessive 
ionization  appears,  this  gas  usually  comes 
from  the  metal  of  the  plates,  the  glass,  or 
from  other  metal  portions  of  the  tube,  such 
as  plate  supports,  grid  frame,  or  supporting 
sleeves. 

Extravagant  claims  are  often  made  as  to 
the  output  of  a  vacuum  tube.  If  the  tube  is 
used  in  the  usual  types  of  circuits,  so  that 
the  efficiency  is  of  the  order  of  50  per  cent, 
an  examination  of  the  size  and  material  of 
the  anode  gives  very  good  evidence  as  to  the 
power  capabilities  of  a  tube,  assuming  it  is 
satisfactory  in  all  other  respects. 

A  little  experience  with  tubes  of  various 
designs  gives  a  person  a  very  good  idea  of  the 
approximate  amount  of  energy  which  can 
be  liberated  from  any  form  of  anode  of  par- 
ticular material  without  either  rendering  it 
too  weak  mechanically,  or  too  hot  so  that 
excessive  evaporation  takes  place. 
{£)  Insufficient  Electron  Emission 

When  a  tube  is  delivering  alternating  cur- 
rent energy,  either  as  an  amplifier  or  oscillator, 
a  certain  average  direct  current  is  supplied  to 
the  plate  from  the  direct  current  source. 

Electrons,  of  course,  cannot  be  "stored 
up  "  and  used  even  a  short  period  of  time  after 
their  emission.  Therefore,  there  must  be  a 
constant  emission  of  them  sufficient  to  meet 
the  maximum  demand  portion  of  the  plate 
current  cycle. 

With  a  pure  sine  wave  form  of  plate  cur- 
rent an  emission  corresponding  to  double  the 
average  plate  current  is  required  to  give  the 
peak  value.  Also  during  the  period  of  the 
cycle  when  the  plate  current  is  maximum  the 
grid  voltage  and  therefore  the  grid  current 
is  at  a  positive  maximum.  A  direct  current 
meter  placed  in  the  grid  circuit  of  an  oscillat- 
ing tube  supplying  energy  under  proper 
adjustments  shows  a  current  of  roughly  10 
per  cent  of  the  average  plate  current.  There- 
fore the  peak  value  of  electron  current  to  the 
grid  is  several  times  this  value,  running  up 
as  high  in  certain  cases  as  the  average  plate 
current  itself. 

It  is  desirable  to  have  a  certain  excess 
electron  emission  so  that  the  tube  will  deliver 


516     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


practically  full  energy  over  the  range  in 
variation  of  filament  current  that  is  liable  to 
occur  in  actual  supph'  circuits  or  through  the 
limits  of  variation  of  a  filament  current- 
regulating  device. 

Also  slight  differences  in  the  dimension  of 
filaments  for  different  tubes  of  the  same  type 
necessitates  usually  a  further  allowance  of 
excess  emission. 

These  factors  taken  together  usually  require 
that  the  emission  at  rated  filament  current 
be  three  to  five  times  the  a\'erage  current 
while  oscillating,  as  measured  on  a  direct 
current  instrument. 

There  is  also  an  efl'ect  which  is  negligible 
on  receiving  and  other  low  power  tubes,  but 
which  is  an  important  factor  on  high  voltage 
power  tubes.  This  is  the  effect  on  filament 
temperature,  and  therefore  upon  the  electron 
emission,  of  the  electron  current  of  the  plate 
circuit,  adding  to  or  subtracting  from  the 
filament  current. 

If  the  filament  is  operated  from  a  direct 
current  source  through  a  series  resistance  in 
the  circuit  the  electron  current  will  add  to 
the  filament  current  if  the  negative  of  the 
plate  voltage  source  is  connected  to  the  nega- 
tive filament  terminal  and  it  will  subtract 
from  it  if  connected  to  the  positive  filament 
terminal.  This  effect  will  not  be  uniform  over 
the  entire  length  of  the  filament  but  will  be 
variable,  being  a  maximum  or  minimum  at 
the  end  of  the  filament  to  which  the  negative 
terminal  of  the  plate  source  is  connected. 

When  it  is  remembered  that  the  average 
plate  current  of  a  tube  usually  has  a  value 
between  2  and  7  per  cent  of  the  filament 
current  and  that  a  ."J  per  cent  increase  or 
decrease  in  the  heating  current  of  a  tungsten 
filament  respectively  halves  or  doubles  the 
filament  life,  the  importance  of  allowing  for 
this  is  apparent. 

This  filament  heating  effect  of  the  plate 
current  also  has  another  important  aspect. 
If  for  any  reason  a  high  voltage  power  tube 
stops  oscillating,  the  plate  current  will  usually 
rise  to  a  value  limited  only  by  the  filament 
emission.  If  the  return  or  negative  of  the 
plate  source  is  connected  to  the  negative  end 
of  the  filament  this  abnormal  current  flow 
will  increase  the  temperature  and  therefore 
the  emission  which  in  turn  increases  the  plate 
current,  this  effect  being  accumulative,  often 
V  destroying  the  filament  in  a  few  seconds. 

Therefore,  on  a  high  \-oltagc  power  tube 
with  direct  current  filament  excitation  it 
is  advisable  to  connect  the  negative  terminal 


of  the  plate  voltage  source  to  the  positive 
end  of  the  filament. 

If  possible,  alternating  current  should  be 
used  for  filament  excitation  with  the  regulat- 
ing rheostat  in  the  power  side  of  the  trans- 
former circuit  and  the  return  of  the  grid 
and  plate  circuit  made  to  a  center  tap  on  the 
winding  supplying  the  filament. 

This  connection  assures  minimum  dis- 
turbance in  the  plate  and  grid  circuits  from 
the  frequency  of  the  filament  source. 

The  plate  circuit  current  in  this  case  divides 
evenly  between  the  two  filament  legs.  Also 
the  direct  electron  current  and  the  alter- 
nating filament  current  add  at  a  90  deg.  dis- 
placement to  give  the  combined  heating  cur- 
rent so  that  the  additive  effect  is  much  smaller. 
For  instance,  a  one-ampere  electron  current 
added  to  a  four-ampere  filament  current 
would  give  a  five-ampere  heating  current  at 
the  hottest  part  of  the  filament  if  it  were  d-c, 
and  only  4.13  amp.  if  a-c. 

For  a  tungsten  filament  there  is  a  definite 
relation  between  the  electron  emission  cur- 
rent, filament  heating  watts  and  temperature. 

A  curve  is  shown  (Fig.  1)  giving  the  plot 
between   milliamperes   emission    current   per 


' 

1 

1 

1 

r" 

1 

>! 

1 

1 

t 

k" 

1 

» 

f 

1 

I 

?  m 

t 

J.  >i3 

I 

1 

r 

/ 

1    ^ 

/ 

/ 

Q 

/ 

3 

' 

•*' 

—\ 

ZHxi         zioo        Z3O0        i*oo        Z500       uao 

Fig.  1.     Variation  of  the  "  Efficiency  "  of  Electron  Emission 
with  Temperature  for  Tungsten  Filament  Cathode 

watt  of  filament  heating  energy  and  absolute 
temperature  of  the  filament.  This  relation 
holds  for  any  diameter  or  length  of  filament, 
but  its  values  are  subject  to  some  modifica- 
tion for  particular  cases  owing  to  the  cooling 
effect  of  lead  wires  and  filament  supports  and 


ELECTRON  POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS         51^ 


also  variations  in  emissivity  factor  for  dif- 
ferent samples  of  tungsten.  This  curve  is 
plotted  from  Dr.  Langmuir's  published  data.* 

In  types  of  high  power  tubes  in  which  the 
plates  are  of  tungsten  or  molybdenum  and 
are  located  close  to  the  plate  and  operated 
at  a  bright  red  heat,  the  filament  temperature 
will  be  higher  than  when  the  plates  are  cold. 
Therefore  in  the  operation  of  such  a  tube  the 
filament  current  may  be  reduced  after  the 
plates  have  come  up  to  their  normal  operating 
temperature. 

Although  in  vacuum  tube  circuits  it  is 
advisable  to  include  a  voltmeter  or  ammeter 
in  the  circuit  of  the  filament  or  filaments, 
such  an  instrument  should  not  be  wholly 
relied  upon  for  filament  adjustment. 

The  best  practice  is  to  operate  tubes  at  the 
lowest  filament  temperature  consistent  with 
satisfactory  operation.    In  this  way  maximum 
tube  life  will  be  obtained. 
{3}  Insufficient  Exhaust  Treatment 

As  is  now  well  known,  it  is  not  only  neces- 
sary to  reduce  the  gas  pressure  in  the  biilb  to 
a  minimum,  but  it  is  even  more  important  to 
free  the  internal  parts  from  gas  so  that  the 
pressure  of  gas  in  the  bulb  remains  low  through- 
out the  life  of  the  tube. 

The  exhausting  process  for  a  vacuum  tube 
increases  in  diffic'ulty  the  higher  the  power  of 
the  tube  and  the  higher  the  voltage  at  which 
it  is  to  operate. 

This  condition  arises  at  higher  powers  and 
voltages,  owing  to  the  fact  that  the  positive 
ionization  eff^ects  are  greater  and  the  tem- 
perature of  the  parts  higher. 

Keeping  the  glass  walls  of  the  tube  cool  by 
artificial  means  will  help  to  better  the  vacuum, 
because  it  not  only  prevents  the  glass  from 
liberating  gas,  but  may  actually  enable  it  to 
absorb  some  gas  that  might  be  liberated  from 
other  parts  of  the  tube. 
(4)   Insufficient     Dielectric     Strength     in     the 

Materials  Holding  the  Electrodes  and  in  the 

Lead-in  Wires  or  Terminals 

In  a  three-element  oscillating  tube  the 
maximum  voltage  occurs  between  the  grid 
and  plate  and  may  easily  reach  a  value  three 
times  the  normal  operating  plate  voltage. 
This  is  due  to  the  fact  that  with  a  pure 
inductance  in  the  plate  circuit  the  current 
may  vary  between  zero  and  twice  normal 
value  each  cycle,  and  therefore  the  voltage 
between  filament  and  grid  may  vary  between 
zero  and  twice  normal.     At  the  same  time 

*"The  Characteristics  of  Tungsten  Filaments  as  Functions  of 
Temperature,"  by  Irving  Langmuir,  G.  E.  Review,  Vol.  19,  No. 
3,  March  '16. 


there  is  a  ISO  deg.  relation  between  grid 
and  plate  voltage;  therefore,  with  a  tube  of 
low  amplification  constant  the  grid  voltage 
may  easily  reach  the  value  of  average  plate 
voltage. 

It  will  therefore  be  seen  that  with  a  tube 
operating  at  a  plate  voltage  of  several 
thousands,  the  dielectric  strain  may  be 
considerable.  Owing  to  the  temperature  at 
which  power  tubes  operate  this  factor  is  made 
more  serious. 

A  high  vacuum  is  the  best  insulator  under 
these  conditions  and  air  at  atmospheric 
pressure  also  is  a  good  insulator. 

Glass,  however,  is  necessarily  used  for  sup- 
ports. The  dielectric  strength  of  glass 
decreases  rapidly  with  increase  of  tem- 
perature. This  is  true  of  all  grades  of  glass 
but  the  effect  is  much  more  marked  in  some 
grades  than  in  others. 

Hot  glass  is  conductive  and  acts  like  an 
electrolytic  solution.  Bubbles  of  gas  form 
at  the  negative  electrode  and  if  this  electrode 
is  one  of  the  seal-in  w-ires  leakage  of  air  soon 
results. 

It  is  interesting  to  note  that  in  a  tube  in 
which  the  leads  are  brought  through  a  pinch 
seal  the  electrolysis  is  much  more  serious 
with  the  tube  oscillating  than  with  the  tube 
operating  non-oseillating  with  the  same  plate 
voltage  and  energy  loss  in  the  tube. 

With  the  best  grades  of  glass  at  a  tem- 
perature of  about  400  deg.  C.  the  dielectric 
strength  at  high  frequency  is  less  than  a  layer 
of  air  of  equal  thickness. 

Therefore,  in  the  design  of  a  high  power 
tube  it  is  necessary  to  have  the  electrical 
path  between  electrodes  through  the  glass  as 
long  as  possible  and  located  in  one  of  the 
cooler  parts  of  the  bulb. 

Under  certain  conditions  of  improper 
adjustment  of  the  oscillating  circuit  the 
voltage  between  grid  and  filament  may  rise 
very  high.  This  necessitates  careful  insula- 
tion between  these  leads  both  in  the  tube  and 
in  the  base. 

Related  to  this  cjucstion  of  dielectric 
strength  between  electrodes  is  the  question 
of  high  frequency  dielectric  losses  in  the 
material  employed,  such  as  the  glass  of  the 
tube  and  the  insulating  materials  of  the  bases. 
This  factor  becomes  very  important  because 
often  these  dielectrics  are  subjected  to  an 
intense  electric  field  of  high  frequency. 

If  the  materials  used  have  a  high  dielectric 
loss  heat  will  be  generated  at  the  points  of 
loss,  adding  to  the  liability  of  breakdown  and 
also  decreasing  the  efficiency  of  oscillation. 


518     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  6 


(5)  Insufficient  Mechanical  Strength  to  With- 
stand the  Mechanical  Force  Due  to  the 
Electric  Fields 

The  filament  and  grid  mesh  are  most 
subject  to  this  strain,  because  of  their  com- 
paratively small  size.  The  most  usual  effect 
of  this  strain  is  a  contact  between  filament  and 
grid  or  grid  and  plate. 

On  several  occasions  the  writer  has  seen 
double  helix  spiral  filaments  pulled  into 
almost  two  parallel  strands  by  this  force. 
Also,  if  the  plates  are  operated  by  alternating 
current  of  a  commercial  frequency,  some  of 
the  grid  strands  may  have  mechanical 
resonance  to  this  frequency  and  vibrate  to 
destruction. 

When  operating  an  audible  frequenc}' 
oscillator  it  is  not  uncommon  to  have  the 
tube  emit  a  distinctly  audible  tone  of  the 
frequency  generated. 

(6)  Improper  Geometrical  Design  or  Con- 
struction 

If  the  value  of  the  amplification  constant 
is  too  low,  an  excessive  grid  excitation  voltage 
is  required  for  power  oscillation.  This  makes 
more  difficult  the  problems  of  mechanical 
and  dielectric  strengths. 

If  the  value  of  plate  impedance  is  too  high 
for  the  voltage  used  or  for  the  output  desired, 
the  grid  current  will  be  excessive  while 
oscillating  because  the  grid  must  be  carried 
to  a  high  positive  value  to  obtain  the  neces- 
sary maximum  of  plate  current. 

In  this  case  also  greater  emission  will  be 
required  to  supply  the  added  grid  current. 

This  question  of  projxT  proportioning  of 
the  electrodes  to  obtain  the  best  electrical 
constants  is  not  w-ithin  the  scope  of  this 
paper.  These  two  examples  were  stated 
to  give  an  idea  of  some  of  the  factors  in- 
volved. 

As  in  most  cases  of  design,  the  final  choice 
of  constants  is  a  compromise  which,  it  is 
believed,  will  give  the  best  results  under  the 
conditions  of  service. 

In  the  case  of  a  power  vacuum  tube,  cer- 
tain practical  considerations  usually  decide 
the  electrical  design  rather  than  the  choice 
of  the  electrical  constants  for  absolute  maxi- 
mum output. 

In  the  case  of  a  tungsten  filament  type  of 
tube  the  plate  voltage  is  chosen  as  high  as 
possible  consistent  with  the  operating  con- 
ditions and  procurability  of  the  voltage 
source. 

*  "The  Vacuum  Tube  as  a  Generator  of  AllernatinR  Current 
Power."  by  J.  H.  Morecroft  and  H.  T.  Frii?.  Presented  before 
the  Philadelphia  meeting  of  the  A.I.E.E.,  October  10.  1919. 


The  desired  power  output  being  decided 
upon,  and  knowing  the  probable  efficiency. 
the  input  direct  current  is  then  determined. 
It  is  then  best  to  design  the  elements  of  the 
tube  so  that  at  full  plate  voltage,  with  the 
filament  at  a  maximum  temperature,  the 
plate  current  will  not  exceed  two  or  three 
times  normal  oscillating  value  when  the  grid 
is  at  zero  potential. 

Although  a  design  made  in  this  way  will 
show  a  higher  impedance  and  therefore  a 
somewhat  lower  output  than  the  use  of  a 
lower  impedance,  the  ease  of  handling  and 
safety  to  the  tube  during  telegraphic  opera- 
tion and  particularly  while  making  adjust- 
ments more  than  compensate,  it  is  believed, 
for  the  loss  in  maximum  output. 

For  efficient  operation  and  use  of  the  tube 
as  a  modulator,  as  large  a  value  of  amplifica- 
tion constant  as  possible  is  advisable;  this 
choice,  of  course,  assuming  a  value  of  im- 
pedance as  chosen  above. 

In  the  foregoing  it  is  understood  that  by 
impedance  is  meant  the  value  obtained  from 
the  slope  of  the  plate-voltage  plate-current 
cur\'e.  This,  of  course,  is  not  the  apparent 
resistance  of  the  tube  found  by  dividing  the 
plate  voltage  by  plate  current  for  a  given 
value  of  grid  voltage. 

It  is  possible  that  future  developments  in 
the  vacuum  tube  art  might  make  maximum 
output  a  better  criterion  than  ease  and  safety 
of  operation,  the  latter  being  gained  by 
auxiliary  and  protective  devices. 

The  question  of  the  possible  efficiency  of 
the  vacuum  tube  as  a  generator  of  oscillations 
is  dependent  to  some  extent  on  the  proper 
tube  design,  but  much  more  largely  on  the 
circuit  employed.  This  question  has  been 
quite  thoroughly  investigated  and  reported 
upon  in  a  very  interesting  paper  recently 
presented.* 

DESCRIPTION  OF  PLIOTRON  POWER  TUBE 
As  an  example  of  a  three-element  power 
tube,  the  Type  P  pliotron  will  be  described. 
This  tube  is  rated  at  2.'i()  watts  output  with 
!.")()()  volts  on  the  plate.  The  filament  con- 
sumes about  SO  watts.  The  plate  current  at 
full  load  is  approximately  ;?0()  milliampcrcs. 
This  tube  is  shown  in  Fig.  2.  a  view  of  the  grid 
filament  and  plate  elements  being  also  included. 
The  bulb  and  glass  parts  arc  constructed 
of  Pyrex.  a  special  strong  heat  resisting  glass. 
The  globular  part  is  .1  in.  in  diameter  and 
there  are  two  arms  extending  from  opposite 
sides,  making,  when  based,  a  total  overall 
length  of  approximately  M^^  in 


ELECTRON  POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS 


519 


The  cathode  arm  is  2i'2  in.  and  the  anode 
arm  II/2  in.  in  diameter.  The  net  weight  is 
approximately  25  ounces.  For  shipment  the 
tubes  are  crated  individually. 

There  are  three  terminals  in  the  base  at 
the  cathode  end.  The  center  blade  is  the 
grid  terminal,  the  two  pins  being  the  filament 
terminals.  The  anode  terminal  is  the  cap 
at  the  anode  end. 

The  filament  is  of  ductile  tungsten  wire 
W-shaped  in  form.  The  range  of  filament 
current  used  is  3.5  to  4.0  amp. 

The  U-shaped  grid  frame  and  the  wire 
forming  the  grid  mesh  are  of  tungsten  and 
are  freed  from  gas  by  the  exhaust  treatment. 

The  anode  or  plate  are  of  tungsten  sup- 
ported by  molybdenum  rods.  The  plates 
and  these  rods  are,  of  course,  thoroughly 
freed  from  gas  during  the  exhaust  treatment. 

Under  normal  operating  conditions  the 
plates  run  at  a  dull  red  heat.  During  exhaust 
treatment  they  are  brought  up  to  a  brilliant 
red  heat  by  electron  bombardment  dissipat- 
ing nearly  2  kw.  of  energy.  An  average 
characteristic    curve    plotted    between    grid 


Fig.    2.      Large  Type  of  Pliotron  Tube.  Assembled  and 
Disassembled 

voltage  and  plate  current  for  this  type  of 
tube  is  given  in  Fig.  3. 

It  is  interesting  to  estimate  the  future 
development  in  size  and  output  of  the  three- 
element  power  tube. 

In  the  opinion  of  the  writer,  the  physical 
dimensions    of    the    glass    bulb    pliotron    are 


somewhere  near  their  limits.  This  is  because 
large  glass  constructions  are  expensive  to 
build,  difficult  to  safely  ship,  and  a  very  slight 
mishap  such  as  a  small  crack  or  leak  prac- 
tically destroys  the  total  value  of  the  tulDC. 

It  is  believed  that  the  much-to-be-dcsired 
increase  in  power  output  per  tube  unit  will  be 
obtained  in  one  or  more  of  the  following  ways: 


1 

/ 

1 

/ 

f 

Plate  I/OHO(!I>  1500 
F/lorrtentaC  S6Amp 

/ 

/ 

f 

/ 

t 

? 

/ 

^ 

/ 

f 

$  /so 
% 

/ 

f 

/ 

4& 

f 

Ij  100 

S 

/ 

/ 

1 

/ 

f 

/ 

so 

J 

/ 

/ 

/ 

/ 

X 

-60  -40  -20  O  *20 

Grid  l^/togemth  Respect  to  Neqotiye  Filament  End 

Fig.  3.      Typical  Characteristic  Curve  for  the  Type  of 
Pliotron  of  Fig.   2 

(1)  Increase  of  plate  voltage  for  the  glass 
tubes  up  to  the  neighborhood  of  100,000 
volts,  or  whatever  limit  is  set  by  the  feasi- 
Vjility  of  the  production  and  use  of  such  a  high 
voltage.  By  the  use  of  these  high  voltages 
in  special  circuits,  which  seem  possible  of 
development,  a  very  high  efficiency  is  prob- 
able so  that  possibly  100  kw.  may  be  gen- 
erated by  a  pair  of  tubes  each  not  much  larger 
except  for  terminal  arms  than  the  Type  P 
tube  described. 

(2)  By  the  use  of  a  hermetically  sealed 
metal  tube. 

(3)  By  the  use  of  a  metal  or  glass  tube  or 
combination  in  which  the  vacuum  is  main- 
tained by  a  continual  or  intermittent  method 
of  exhaustion. 

In  any  case  the  use  of  as  high  a  voltage  as 
practical  is  desirable. 

The  advantages  of  increased  voltage  are 
due  to  the  fact  that  for  a  given  output  the 
currents  are  smaller,  thus  simplifying  the 
problems  of  emission  and  space  charge.  The 
outputs  and  efficiencies  can  be  made  higher 


520     Tune,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  G 


because  more  voltage  is  available  for  the 
output  circuit  and  a  smaller  proportion  is  lost 
in  the  tube. 

OSCILLATING  CIRCUITS  FOR  POWER 
TUBES 

A  great  deal  has  been  published  on  this 
subject  and  the  principles  involved  are  pretty 
widely  understood.  However,  such  publica- 
tions have  dealt  mostly  with  receiving  cir- 
cuits in  which  the  requirements  are  somewhat 
different. 

Some  general  considerations  from  the 
viewpoint  of  power  tube  operation  will  be 
given  and  these  points  explained  in  connection 
with  a  typical  circuit. 

In  practically  all  the  forms  of  oscillating 
circuits  used  at  the  present  time  three  funda- 
mental adjustments  are  necessary  in  order  to 
get  full  output  at  the  best  efficiency  and 
desired  frequency.  In  some  forms  of  circuits 
the  variation  of  one  factor  will  change  another, 
making  the  complete  adjustment  a  complex 
matter. 

These  three  fundamental  adjustments  are: 

(1)  Variation  of  inductance  or  capacity  or 
both  in  the  resonance  portion  of  the  circuit 
to  obtain  the  frequency  desired. 

(2)  Adjustment  of  the  ratio  of  transforma- 
tion between  the  plate  circuit  and  the  load 
circuit. 

(3)  Adjustment  of  the  voltage  value,  phase 
relation  and  normal  d-c.  potential  of  the 
energy  fed  back  to  the  grid  for  self-excitation. 

The  first  and  probably  the  third  of  these 
adjustments  are  well  known  and  need  no 
further  explanation;  but  the  second  one,  the 
adjustment  of  the  ratio  of  transformation 
between  the  plate  circuit  and  the  load  circuit, 
is  not  as  well  understood  as  it  should  be. 

Since  power  tubes  arc  used  mostly  for 
radio  transmission,  an  antenna  as  a  load  will 
be  considered. 

For  energy  calculations  the  antenna  ma>- 
be  replaced  by  a  resonant  circuit  having 
concentrated  inductance  and  capacity.  In 
an  artificial  circuit  of  this  sort  the  energy 
radiating  property  of  the  antenna  is  replaced 
by  a  resistance  and  it  is  customary  to  con- 
sider a  resistance  in  series  with  the  inductance 
and  capacity  rather  than  a  higher  resistance 
shunted  across  the  two. 

For  instance,  ten  amperes  flowing  in  an 
antenna  circuit  of  0.001  microfarad  and  one 
millihenry  at  the  resonant  frequency  of 
1,59,000  cycles  (ISSn  meters  wave  length),  will 
give  an  energy  dissipation  of  1000  watts  if 
the  series  resistance  is  ten  ohms.    An  equix'a- 


Icnt  dissipation  in  energy  would  take  place 
if  the  series  resistance  of  ten  ohms  were  re- 
placed by  a  resistance  of  100,000  ohms 
shunted  across  the  capacity. 

For  ever\'  condition  of  operation  of  a 
three-element  tube  as  an  amplifier  or  oscilla- 
tor, there  exists  a  particular  value  of  plate 
impedance  and  the  use  of  this  value  of 
resistance  in  the  plate  circuit  will  give  a 
maximum  output  of  energy.  This  is  a  well 
known  fact  and  has  been  brought  out  by 
many  writers. 

Now  supposing  the  normal  operating  imped- 
ance of  the  tube  to  be  5000  ohms,  it  is  verj- 
apparent  that  the  voltage  generated  by  the 
tube  is  not  at  all  suitable  for  direct  excitation 
of  the  antenna.  Therefore,  a  transformer  or 
its  equivalent  must  be  placed  between  the 
plate   circuit   and   the   antenna   circuit. 

In  the  case  mentioned  the  ratio  of  trans- 
formation between  impedances  of  5000  and 
100,000  would  be  the  square  root  of  this 
ratio  or  approximately  1  to  4.5. 

The  actual  turn  ratio  would  be  consider- 
ably higher  than  this,  owing  to  the  fact  that 
in  most  radio  frequency  transformers  the 
voltage  ratio  falls  below  the  turn  ratio. 

An  equivalent  to  a  step-up  transformer  is 
a  variable  coupling,  but  in  this  case  the  plate 
circuit  must  be  made  resonant  by  the  addi- 
tion of  a  capacity  shunted  across  the  plate 
inductance. 

In  order  to  get  full  output  from  a  tube  it  is 
neccssar\'  to  have  only  resistance  effective 
in  the  plate  circuit.  Any  excess  value  of 
inductive  or  capacity  reactance  means  a 
heavier  current  for  the  same  energy  delivered 
(the  so-called  wattless  component)  and  this 
component  gives  an  added  loss  in  passing 
through  the  necessary  impedance  of  the  fila- 
ment to  plate  path  in  the  tube. 

In  any  circuit  built  to  energize  an  antenna 
at  a  number  of  quite  widely  different  wave 
lengths,  this  ratio  must  be  varied  for  each 
wave  length  in  order  to  get  best  results, 
because  the  effective  antenna  resistances  will 
vary.  The  tube  impedance  under  fixed 
operating  conditions  remains  quite  constant 
except  through  very  extreme  ranges  of  fri'- 
quency  where  the  capacity  effects  between 
electrodes  becomes  appreciable. 

One  form  of  typical  oscillating  circuit  quite 
widely  used  for  energizing  a  radio  trans- 
mitting antenna  is  shown  in  Fig.  4. 

The  first  variation  mentioned,  that  of 
change  of  inductance  or  capacity  to  get  the 
desired  wave  length,  is  accomplished  in  this 
case  bv  variations  of  the  inductance  of  /-.4. 


ELECTRON  POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS 


521 


The  inductance  Lp  and  L^  have  a  fixed 
close  couphng  and  the  second  adjustment, 
that  of  variation  in  ratio,  is  accomphshed  by 
variation  by  taps  in  the  number  of  turns  of 
Lp.  In  most  cases  the  ratio  of  Lp  to  La  is 
a  step-up  one;  but  if  the  tube  impedance  is 
unusually  high  and  the  antenna  resistance 
(expressed  in  the  usual  way  as  equivalent 
series  ohms)  rather  higher  than  the  average, 
the  ratio  in  the  direction  as  above  stated  may 
be  slightly  step-down. 

If  a  direct  current  ammeter  is  placed  in 
one  of  the  leads  from  the  direct  current  source 
Eb,  so  as  to  indicate  the  average  plate  cur- 
rent lb  and  an  ammeter  inserted  in  the  antenna 
it  is  very  easy  to  set  the  transformer  ratio  at 
the  proper  value. 

Starting  with  a  large  number  of  turns  on 
Lp,  other  adjustments  being  properly  made, 
both  the  value  of  plate  current  h  and  an- 
tenna current  h  will  be  low. 

As  the  number  of  effective  turns  on  Lp  is 
decreased  the  values  of  h  and  la  rise.  Since 
Eb  is  held  constant  while  antenna  voltage 
increases   with    increase    of    la,    the    rate    of 


Fig.  4.      Typical  Oscillating  Circuit   for  Energizing   a  Radio 
Transmitting  Antenna 

increase  of  la  will  be  less  for  a  constant  value 
of  efficiency. 

In  most  cases  of  high  voltage  power  tubes, 
the  adjustment  is  made  for  best  efficiency 
considering  the  maximum  safe  load  on  either 
the  tube  or  the  source  of  supply  at  Eb-     In 


either  case  the  value  of  Lp  is  adjusted  until 

the  ratio  of  ,     is  a  maximum.    If  the  number 

of  effective  turns  of  Lp  is  decreased  beyond 
the  best  point  there  will  be  an  increase  of  /;, 
with  little  or  no  increase  in  la.  Finally,  if 
the  number  of  effective  turns  of  Lp  is  unduly 
decreased,  the  oscillations  will  usually  stop 
and  lb  take  up  a  value  dependent  upon  the 
static  characteristics  of  the  tube. 

Of  course  as  in  the  case  of  transformer 
design  at  commercial  frequencies  it  is  not 
only  the  ratio  of  turns  between  Lp  and  La  that 
is  important,  but  also  the  actual  number  of 
turns  used  on  the  coil  Lp.  Too  few  turns 
will  give  an  excessive  exciting  current  relative 
to  normal  load  current  and  too  many  turns 
an  excessive  impedance  to  the  load  current. 
Owing  to  the  fact  that  air  with  its  uniform 
magnetic  permeability  is  usually  used  for 
the  magnetic  circuit  of  the  coils  the  permis- 
sible range  of  design  variation  is  increased 
over  that  of  commercial  frequency  trans- 
formers. 

If  a  variable  coupling  between  Lp  and  La  is 
employed  rather  than  variable  turn  ratio,  a 
condenser  must  be  placed  across  Lp  to  form 
a  resonant  plate  circuit  if  full  output  is 
desired.  If  this  condenser  or  an  equivalent 
is  not  used  there  will  be  an  excessive  inductive 
reactance  in  the  plate  circuit. 

The  third  adjustment,  that  of  grid  excita- 
tion voltage,  is  accomplished  by  variation  of 
Lg,  its  coupling  to  La  and  the  value  of  Rg  (see 
Fig.  -t). 

In  the  actual  arrangement  of  a  circuit  of 
this  type  incorporated  in  a  finished  piece  of 
apparatus,  there  are  several  features  which 
are  of  interest. 

In  radio  telegraphy  the  telegraphic  dots 
and  dashes  require  rapid  make  and  break  of 
the  energy  to  the  antenna.  This  is  usually 
accomplished  by  placing  a  key  in  series  with 
the  high  grid  resistance  Rg  of  Fig.  4.  In  this 
way  it  is  only  necessary  to  make  and  break 
the  relatively  low  current  and  low  potential 
of  the  grid  circuit.  Opening  the  circuit  at 
this  point  allows  the  condenser  Q  to  charge 
up  so  as  to  give  the  grid  a  high  negative  value 
of  potential,  thus  cutting  off  the  flow  of  plate 
current  to  the  tube  which  in  turn  reduces  the 
input  and  therefore  the  output  to  zero. 

Now,  the  condenser  Cg  has  usually  a  small 
value  of  capacity  of  the  order  of  a  few  hundred 
micro-microfarads.  Therefore,  the  rate  of  its 
charging  up  and  the  resultant  rate  of  decrease 
of  the   plate   current  h  is  extremely  rapid. 


522     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


much  more  rapid  than  the  opening  of  a  pair 
of  contacts  because  there  is  no  arcing  or 
sparking. 

In  most  power  tube  work  the  source  Ei,  is 
a  high  voltage,  direct  current  generator.  In 
such  a  machine  the  number  of  turns  in  an 
armature  coil  is  large  and  therefore  the  arma- 
ture inductance  is  high.  If  the  flow  of  cur- 
rent through  this  inductance  is  suddenly 
interrupted  there  naturally  follows  a  con- 
siderable step-up  of  voltage  across  the  arma- 
ture terminals. 

Therefore,  there  is  an  abnormal  instan- 
taneous voltage  strain  liable  to  cause  a  break- 
down, which  breakdown  of  insulation  usually 
occurs  between  some  point  on  the  armature 
coil  near  the  plus  end  and  the  core  of  the 
armature,  because  the  negative  armature 
terminal  and  frame  are  at,  or  near,  ground 
potential. 

As  an  example,  a  certain  more  or  less  stand- 
ardized form  of  high  voltage  direct  current 
generator  rated  at  1. ")()()  volts.  2  kw.,  1800 
r.p.m.,  had  an  armature  inductance  of  approxi- 
mately one  henry.  The  full  load  current  was 
1.33  amperes  and  it  is  readily  seen  what  a 
high  surge  of  voltage  was  caused  when  this 
current  was  brought  to  zero  in  a  very  small 
fraction  of  a  second. 

It  is  therefore  necessary  to  put  some  form 
of  protective  device  across  the  terminals  of 
Eb  which  will  pass  current  when  the  voltage 
arises  above  a  certain  predetermined  value. 

Aluminum  cell  lightning  arrester  equip- 
ment* has  proved  to  be  an  excellent  form  of 
protective  device  and  it  has  been  found 
advisable  to  use  them  when  the  energy  input 
exceeds  500  watts  at  500  volts  or  over.  For 
the  lower  powers  a  condenser  of  as  large  a 
value  as  practical  should  he  shunted  across  the 
source  Eb- 

When  a  circuit  is  incorporated  in  a  finished 
piece  of  apparatus  in  which  the  wiring  is  more 
or  less  com])licated  by  the  requirements  of 
operation,  it  is  often  noticed  that  the  adjust- 
ments, particularly  that  of  the  grid  excitation, 
are  more  critical  than  in  a  similar  but  simple 
experimental  circuit.  This  can  be  usually 
accounted  for  by  the  capacity  effects  between 
adjacent  wires  and  inductive  clTects  between 
wires  of  different  circuits  which  are  naturally 
closer  spaced  and  of  greater  number  than  on 
an  experimental  layout. 

In  operating  tubes  of  the  larger  type  in 
parallel  it  is  usually  advisable  to  include  a 


fuse  and  ammeter  in  the  plate  circuit  of  each 
tube.  The  ammeter  allows  the  location  of  a 
defective  tube  to  be  noted  and  the  fuse  throws 
out  of  circuit  a  tube  drawing  excessiv^e  current. 

In  the  parallel  operation  of  tubes,  trouble 
is  often  experienced  with  sudden  values  of 
excessive  plate  current.  One  cause  of  this  is 
the  oscillation  of  the  tubes  at  a  very  high 
frequency,  the  value  of  which  is  determined 
by  the  capacity  between  the  electrodes  and 
the  inductance  of  the  leads  to  the  grid  and 
plate.  In  order  to  avoid  these  occasional 
abnormal  plate  currents  it  has  been  found 
advisable  to  insert  in  the  grid  circuit  of  a 
few  of  the  tubes  a  very  small  inductance  of 
only  a  few  microhenries  value.  This  pre- 
caution prevents  the  operation  of  the  bank  of 
tubes  at  this  ultra  frequency.  Such  a  coil 
is  inserted  in  the  grid  circuit  as  near  the  grid 
terminal  of  the  one  or  two  tubes  as  possible. 

Where  a  considerable  number  of  power 
tubes  are  operated  in  parallel  the  total  plate 
impedance  may  reach  a  rather  low  value  of 
the  order  of  a  few  hundred  ohms.  Also  at 
very  high  frequencies  as  small  an  inductance 


*'*  The  Construction  and  Maintenance  of  Aluminum  Cell 
Arrcesters."  by  R.  T.  Wagner.  Gknkrai.  Elkctrk  Rkvikw. 
Vol.  16.  January.  Ifll.i. 


Fig.  5.      Pliotron  Radio  Transmitting    Set         In    the  Open 
Position  Shown  AH  Circuits  are  Disconnected 

as  10  microhenries  is  closely  comparable  to 
the  tube  impedance,  and  therefore  under 
these  two  conditions  of  high  frequency 
( 1,000.000  cycles  or  more)  and  low  total  plate 
impedance  it  is  important  that  the  total 
plate  im])edance  be  as  far  as  possible  localized 


ELECTRON   POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS 


523 


in  the  tubes  and  output  transformer.  Ten  or 
fifteen  feet  of  plate  circuit  wiring  may  have  a 
very  appreciable  effect  under  these  con- 
ditions. 

For  this  reason  it  is  usually  advisable  to 
bridge  the  d-c.  power  leads  by  a  capacity  as 
near  the  tubes  and  output  transformer  as 
practical;  this  capacity  of  course  to  have  an 
impedance  (at  the  frequency  used)  low  in 
comparison  with  the  tubes. 

RADIO  TRANSMITTING  SETS 

Brief  descriptions  and  illustrations  of  pieces 
of  apparatus  used  in  the  application  of 
pliotron  power  tubes  to  various  fields,  fol- 
low. 

Description  of  Power  Tube 

In  Fig.  o  is  shown  a  radio  transmitting  set 
arranged  for  radio  telephony  or  either  con- 


Fig.  6. 


Another     Multiple     Pliotron    Set    Arranged    for    Only 
Three  Wave  Lengths 


tinuous  wave  or  modulated  wave  telegraphy. 
Six  Type  P  pliotrons  are  used,  and  for  con- 
tinuous wave  telegraphy  a  maximum  antenna 
radiation  of  12  to  15  amperes  is  obtainable  in 
a  six-ohm  antenna. 


A  plate  voltage  of  2000  is  used,  obtained 
from  a  double  commutator  direct  current 
generator  of  3J^2  kw.  capacity.  Because  of 
this  high  voltage  the  set  is  completely 
screened  in.  To  gain  access  to  the  set  it  is 
mounted  on  wheels  running  on  rails  in  the 
supporting  frame  and  when  pulled  forward 
to  the  open  position  as  shown  in  Fig.  5  all 
circuits  to  the  set  are  disconnected.  This  is 
following  the  modern  engineering  practice 
of  removable  switchboard  panels  of  the  truck 
type. 

The  particular  set  illustrated  is  equipped 
for  five  wave  lengths,  any  one  of  which  may 
be  instantly  put  into  use  by  a  shift  of  the  dial 
lever  switch  to  the  right  of  the  panel. 

It  will  be  noted  that  there  are  four 
adjustments  for  each  wave  length.  These 
adjustments  correspond  to  those  previously 
outlined. 

(1)  Adjustment  by  change  of  antenna 
inductance  to  the  exact  wave  length  desired. 

(2)  Adjustment  of  transformer  ratio  be- 
tween the  plate  circuit  of  the  tubes  and  the 
antenna  circuit. 

(3)  Adjustment  of  grid  excitation  voltage 
by: 

(a)   Coupling  of  grid  coil. 

(6)  Amount  of  inductance  in  grid  circuit. 

Means  are  also  provided  for  conveniently 
adjusting  the  value  of  grid  resistance  (Rg  of 
Fig.  4)  which  controls  the  value  of  normal 
operating  negative  grid  potential.  A  dial 
switch  is  provided  for  this  purpose  which  can 
be  operated  from  the  front  of  the  panel. 

On  the  upper  one  of  the  three  panel  sections 
are  mounted  various  controls  and  instru- 
ments. The  plate  current  ammeters  for 
individual  tubes  are  located  in  the  oblong 
protective  cases.  These  protective  cases  are 
used  because  these  instruments  are  located 
in  the  positive  or  "high  side"  of  the  plate 
circuit.  The  other  instruments  are  for  plate 
voltage,  total  plate  current,  filament  voltage 
and  antenna  radiation  current. 

The  white  circular  disk  to  the  right  side 
of  the  panel  is  a  wavemeter  condenser  for 
determining  the  wave  length  of  the  trans- 
mitted energy.  The  transmitter  for  telephone 
operation  and  the  key  for  telegraphic  opera- 
tion are  shown  in  operating  position  in  Fig.  5. 
This  view  also  shows  two  of  the  individual 
tube  plate  fu.ses  mentioned  in  a  previous 
paragraph. 

Fig.  6  shows  another  multiple  pliotron 
tube  set,  of  simpler  design,  as  it  is  equipped 
for    only    three    wave    lengths    and    has    no 


52-i     June,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  6 


adjustments  from  the  front  of  the  panel  for 
best  operating  conditions. 

This  view  shows  the  method  of  tube 
mounting  in  a  spring  suspended  cradle  so 
that  the  set  may  be  operated  under  conditions 
of  mechanical  shock  or  vibration. 


Fig.  7.     Pliotron  Panel  for  50.000  Cycles 

This  view  also  shows  three  auxiliary  pieces 
of  apparatus,  the  aluminum  cell  protective 
device  in  the  upper  box,  dry  batteries  for 
transmitter  excitation  and  normal  grid  volt- 
age in  the  lower  box,  and  the  transformer  for 
filament  lighting  from  an  a-c.  source  with  a 
center  tap  connection  to  minimize  the  a-c. 
potential  effect. 

Equipment     for     Production     ot     High     Frequency 
Energy 

Two  views  of  pliotron  panel  equipment  for 
supplving  oO.UOO-cycle  energy  arc  shown  in 

Fig-  ■'^■ 

Instruments    are    provided    for    indicating 

filament  voltage,  plate  voltage,  plate  current, 

grid    current    and    high    frequency    output 

current. 

Means  are  provided  for  filament  regulation. 

a  slight  variation  of  output   frequency,  and 

for  an  adjustment  of  grid  excitation  voltage 

and  ratio  of  transformation  between  tube  and 

load. 


The  dial  switch  for  this  latter  adjustment  of 
transformer  ratio  can  be  seen  on  the  left  side 
of  the  set  in  Fig.  7. 

In  this  same  view,  at  the  bottom  of  the 
left  side,  a  spark  gap  is  shown.  This  is  for 
protection  of  the  resonance  condenser  of  the 
load  against  over-voltage. 

If  a  large  number  of  pliotron  tubes  are  to 
be  operated  in  parallel,  it  is  best  to  arrange 
the  design  so  that  there  are  unit  panels  each 
controlling  a  certain  number  of  tubes.  By 
combining  these  panels  an  equipment  of  any 
size  can  be  provided  for. 

These  unit  panels  contain  only  the  pliotron 
tubes  and  their  individual  auxiliary  pieces 
of  control  apparatus,  the  inductance  capaci- 
ties and  generating  equipment  being  separate 
units. 

Such  a  unit  panel  for  six  large  tubes  is 
shown  in  Figs.  S  and  9. 


Fig.  8. 


Pliotron  Unit   Panels  Containing  Only  Pliotrons 
and   Individual  Control  Apparatus 


Referring  first  to  Fig.  S,  each  tube  position 
is  equipped  with  the  following  devices: 

(1)  Plate    ammeter,    under    a    protective 
cover. 

(2)  Individual  filament  rheostat,  the  con- 
trol   knob    Ix-ing    located    below    and 


ELECTRON  POWER  TUBES  AND  SOME  OF  THEIR  APPLICATIONS         525 


slightly  to  the  left  of  each  plate  am- 
meter. 

(3)  A  plug  switch  for  throwing  in  or  out 
of  circuit  each  filament. 
A   similar    plug    having    the    contacts 

connected   to   an   ammeter   through 
flexible    leads    is    provided. 
By  this  means  the  filament 
current  of  any  tube  may  be 
individually  adjusted 
to  the  desired  value.  ^^^^^Bi 
This    ammeter    is  ^^^^t  'jjfiujjiBaA* 
located  in  the  center  of  the 
panel  and  the  plug  is  in  its 
holder  near  the  lower  right- 
hand  corner  of  the  panel. 
Referring  now  to  Fig.  9: 

(4)  Individual  plate  fuses  are  pro- 
vided. The  white  porcelain 
fuse  blocks  showing  plainly  on 
the  back  of    the  panel. 


A  typical  power  control  panel  for  use  in 
connection  with  the  above  unit  is  shown  in 
Fig.  10. 

From  left  to  right  the  instruments  are: 
Filament    volts,    filament    amperes,    plate 
volts  (in  hecto-volt  scale  divisions)  and  plate 


Fig    11.      Thirty-tube  Pliotron  Panel 


Fig.  9.      Rear   of  Panel   Shown  in   Fig.   8 

All  filaments,  grids  and  plates  are  each 
connected  in  parallel  and  brought  out  to 
terminal  posts  mounted  at  the  rear  of  the 
framework.  Such  units  are  used  for  either 
amplifier  or  oscillator  equipment. 


Fig. 


10.     Power  Control  Panel  for  Use  with  Pliotron 
Units  Shown  in  Figs.  8  and  9 


current  in  amperes.  ^The  left  switch  is  for 
the  field  circuit  of  the  filament  generator  and 
the  right  switch  for  the  separately  excited 
field  of  the  high  voltage  d-c.  plate  source 
generator. 


526     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


A  high  voltage  plug  switch  is  used  in  the 
plate  circuit  to  absolutely  disconnect  the 
high  voltage  source  to  insure  safety  when 
handling  the  circuits. 

The  lower  left-hand  rheostat  knob  is  for 
filament  voltage  adjustment  and  the  right- 
hand  rheostat  knob  is  for  plate  voltage 
adjustment.  In  general,  therefore,  filament 
control  is  on  the  left  and  plate  voltage  control 
on  the  right. 

On  the  rear  of  the  panel  is  located  the 
rheostats,  plug  switch  mechanism,  fuses, 
voltmeter  resistances  and  terminals. 

Power  Tube  Amplifier  Equipment 

A  panel  equipment  of  this  type  containing 
30  pliotron   power  tubes  is   shown   in   Figs. 


11  and  12.     The  tube  panels  are  made  up  on 
the  unit  plan  previously  described. 

In  Fig.  11  the  power  panel  is  the  right-hand 
one  and  contains  instruments  and  control 
apparatus  for  filament  and  plate  sources  of 
supply. 

In  this  equipment  forced  cooling  is  used 
because  of  the  large  number  of  tubes  in  close 
proximity.  The  blower  and  air  ducts  are 
plainly  shown  in  Fig.  12. 

This  equipment  operates  normally  with  a 
direct  current  plate  voltage  of  2300,  the  total 
plate  electron  current  averaging  about  two 
amperes. 


Fig,   12       Rear  View  of  30  lube   Pliotron  Panel  Shown  in  Fig    11 


527 


Artificial  Daylight  for  Merchandising  and  Industry 

By  G.  H.  Stickney 
Engineer  Lighting  Service  Department,  Edison  Lamp  Works,  General  Electric  Company 

The  great  difficulty  in  approximating  daylight  by  artificial  means  is  owing  mainly  to  the  indefiniteness 
of  the  term  dayUght.  Daylight,  as  we  know  it,  is  a  combination  of  direct  sunlight  and  reflected  skylight  and 
varies  widely,  depending  on  the  degree  of  cloudiness,  state  of  atmosphere,  the  angle  at  which  sunlight  enters 
the  atmosphere,  etc.  The  closeness  with  which  artificial  light  should  approach  average  daylight  varies  for 
different  purposes,  and  the  requirements  are  arranged  in  three  groups  by  the  author.  The  needs  of  the  silk 
dyer  are  most  exacting  and  are  closely  followed  by  the  requirements  of  the  woolen  industry.  Other  industries 
invol'ving  color  matching  come  in  the  second  classification;  while  the  color  matching  needs  of  the  merchant  are 
the  least  exacting  and  form  the  third  class.  The  quality  of  artificial  lighting  demanded  by  the  first  class  is 
produced  by  expensive  and  inefficient  color  matching  units.  A  more  efficient  light  source  of  lower  color  accuracy 
is  provided  by  the  daylight  Mazda,  and  in  conclusion  the  author  mentions  a  number  of  specific  applications 
where  modified  light  by  means  of  this  lamp  can  be  employed  to  advantage. — Editor. 


Introductory 

In  view  of  the  lack  of  a  general  understand- 
ing of  the  features  of  lighting  for  the  purpose 
of  inspection  or  selection  of  colored  materials, 
it  seems  desirable  to  present  a  general  review 
of  the  subject. 

For  ordinary  purposes  the  color  of  artificial 
light  is  not  highly  important  so  long  as  it  is 
pleasing  and  does  not  depart  too  far  from  that 
of  daylight.  In  fact,  a  yellow  tone  in  light  is 
often  desirable,  on  account  of  artistically 
pleasing  qualities.  On  the  other  hand,  there 
are  certain  applications  in  connection  with  the 
manufacture,  inspection  and  sale  of  colored 
materials  where  it  is  highly  important  that 
they  be  viewed  under  an  illumination  that  is 
much  closer  to  daylight  in  color  than  is  the 
illumination  from  ordinary  lamps. 

Since  the  appearance  of  colored  objects 
varies  more  or  less  with  the  color  of  the  light 
falling  on  them,  it  is  important,  especially  for 
artistic  articles  which  are  seen  under  daylight, 
that  color  determinations  and  selections  be 
made  under  a  light  of  daylight  quality.  This 
is  especially  the  case  with  garments  in  which 
different  materials,  such  as  woolen  cloth,  silk 
linings,  braids  and  buttons,  are  combined,  as 
the  apparent  colors  are  not  always  affected 
similarly  or  in  the  same  degree  by  a  change 
of  light.  In  such  a  case,  parts  which  har- 
monize under  one  light  may  clash  under 
another.  It  should  be  noted  also  in  this  con- 
nection, when  such  articles  are  likely  to 
receive  their  principal  use  in  the  evening, 
that  the  colors  should  be  inspected  under  the 
predominating  artificial  light. 

Color  of  Natural  Light 

Although  daylight  is  universal,  and  almost 
as  intimately  experienced  as  gravity,  few 
realize  how  complex  it  is  in  its  composition, 
nor  the  extent  to  which  it  is  subject  to  varia- 
tion in  intensity  and  color. 

Light  emitted  by  the  sun  traverses  the 
92, ()()(), ()()()  miles  of  space  with  presumably  no 
apparent  color  change.    However,  on  entering 


the  earth's  atmosjihere  it  becomes  modified. 
Small  particles  of  water,  vapor,  clouds  and  dust 
in  the  atmosphere  tend  to  deduct,  especially 
the  short  waves  or  blue  rays,  from  the  direct 
sunlight.  Part  of  this  light  is  scattered  and 
received  as  skylight,  so  that  we  receive 
a  combination  of  direct  filtered  sunlight  and 
skylight.  It  is  evident,  therefore,  that  the 
character  of  daylight,  as  we  know  it,  depends 
to  some  extent  upon  the  state  of  cloudiness, 
the  angle  at  which  sunlight  enters  the  atmos- 
phere, etc.  In  interior  lighting  other  factors 
enter:  for  example,  the  position  of  the  sun 
with  reference  to  the  window  exposure,  and 
the  color  of  nearby  buildings  which  may  be 
reflecting  light  into  a  room.  Fortunately 
some  of  these  factors  tend  to  compensate  for 
each  other,  and  the  variation  is  ustially  less 
than  might  be  expected. 

While  the  variation  of  daylight  colors  is 
sufficiently  large  to  render  accurate  deter- 
minations difficult,  it  mtist  be  remembered 
that  they  are  small  compared  with  the 
difference  between  average  daylight  and 
unmodified  light  of  practically  all  artificial 
illuminants. 

For  accurate  color  matching  purposes, 
experts  have  always  preferred  the  light  from 
the  north  sky — i.e.,  that  from  which  direct 
sunlight  is  always  absent.  The  apparent 
advantage  of  this  is  that  it  is  subject  to  less 
variation  than  any  other  natural  light.  Such 
light  contains  more  blue  than  average  day- 
light, and  undoubtedly  the  latter  would  have 
been  preferred  if  it  were  obtainable  as  a  fixed 
standard.  Artificial  lighting  can  be  and  has 
been  produced  which  is  more  accurate  as  a 
color  standard,  but  stich  lighting  is  expensive 
and  therefore  practicable  only  where  the  value 
of  the  accuracy  is  great  or  the  areas  to  be 
lighted  small. 

Demands  for  White  Light 

Observations  of  the  practical  use  of  day- 
light lead  to  the  conclusion  that  there  is  a 
wide   range   of   demands   as   to   accuracy   of 


528     June,  U)20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  G 


color  matching.  That  the  silk  dyer  needs  an 
accurate  standard  is  evidenced  by  the  pains 
taken,  even  at  considerable  expense,  to  work 
always  under  unobstructed  north  light. 

The  woolen  industrv'  apparently  has  a 
slightly  less  exacting  demand,  and  the  cotton 
industr\^  less  yet,  although  compared  with 
most  industries  these  (i.  e.,  textile  manu- 
facturing), along  with  the  manufacture  of 
celluloid,  ivor\-,  and  a  few  other  things,  may 
be  classed  in  a  separate  group  with  exacting 
demands. 

Nearly  all  other  color  industries  find  day- 
light from  any  direction  acceptable,  and  ven.- 


so  that  it  is  evident  that  store  managers  have 
not  recognized  any  such  demand  for  color 
accuracy  as  have  the  manufacturers.  Thus,  a 
third  grade  is  formed. 

In  artificial  lighting,  the  production  of  day- 
light color  is  usual!}-  secured  at  the  expense  of 
efficiency,  the  sacrifice  depending  upon  the 
degree  of  accuracy  required.  There  is,  there- 
fore, a  demand  for  several  compromises, 
depending  upon  the  relative  importance 
given  to  these  two  elements,  viz.,  cost  of  light 
and  color  accuracy. 

Since  there  is  today  a  relatively  small 
demand  for  a  highh-  accurate  light  and  a  much 


220 
200 
180 

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W 

120 
0 

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Spcctrophotometric  Curves  of  Typical  Color  Modifying  Glass 
^Energy  Intensity  for  Various  Wave  lengths 


A— Blue  skv 

B — Average  Jaylight  (black  body  at  5000°  k.) 

C — Mazda  lamp  at  19  lumens  per  wait  (black  body  at  2850°  k.) 

D — Daylight  Mazda  lamp 

E — .Accurate  color  matching  type  unit 

F — Typical  daylight  enclosing  globe 


few  take  pains  to  eliminate  colored  light 
reflected  from  buildings.  These  fall  in  a 
second  grade  as  to  color  accuracy. 

When  we  come  to  the  sale  of  all  these  goods, 
we  find  a  much  lower  standard  of  accuracy 
acceptable.  Many  of  the  finest  dr>--goods 
stores  are  in  the  business  centers,  where  the 
surrounding  buildings  must  necessarily  modify 
the  light  to  a  considerable  extent  and  subject 
it  to  variation  through  the  more  or  less  direct 
reflection  of  sunlight  from  adjacent  structures. 
Still  further  is  the  light  modified  h\  window 
shades  and  hangings,  as  well  as  wall  finishes, 
mahoganv    furniture    and    other   woodwork. 


larger  demand  for  a  more  efficient  light,  even 
though  less  accurate,  it  is  evident  that 
ordinan.-  demands  can  readily  be  taken 
care  of  by  the  modified  light  from  the 
incandescent  lamp,  especially  since  the 
Mazda  C  lamp  has  made  a  much  whiter 
light  .source  available.  Particularly  for  the 
general  lighting  of  large  interiors,  such  as 
salesrooms,  efficiency  and  attractive  appear- 
ance, as  well  as  color  accuracy,  are  of  great 
importance,  and  the  more  accurate  unit 
used  for  localized  lighting  of  small  areas 
will  not  so  adequately  meet  the  require- 
ments. 


ARTIFICIAL  DAYLIGHT  FOR  MERCHANDISING  AND  INDUSTRY 


529 


Method  of  Modifying  Artificial  Light 

In  modifying  the  light  of  an  illuminant 
for  color  matching  purposes,  the  best  method 
at  present  available  is  that  of  passing  the  light 
through  glass  so  colored  as  to  absorb  part  of 
those  radiations  which  are  in  excess,  so  as  to 
produce  approximately  the  same  balance  of 
light  rays  as  exists  in  daylight.  This  means 
that  the  intensity  and  therefore  the  efficiency 
is  reduced.  While  a  considerable  modification 
can  be  made  with  relatively  little  loss,  further 
correction  involves  much  larger  sacrifices.  It 
is  no  simple  matter  to  produce  glass  suitable 
for  this  purpose,  since  ordinary  glasses  absorb 
too  much  of  one  color  and  not  enough  of 
another. 

It  is  not  so  difficult  to  produce  a  light  which 
appears  white  or  displays  a  few  colors  correctly. 
This  does  not  seem  to  be  understood  by 
many  who  are  manufacturing  and  selling  glass 
for  this  purpose,  so  that  it  is  necessary  to  use 
considerable  discretion  in  the  selection  of 
color  screens.  The  only  safe  method  of  deter- 
mining the  correctness  of  the  glass  filter  is  to 
supplement  careful  spectrophotometric  tests 
by  the  practical  demonstration  of  the  light  on 
a  large  number  of  colored  samples  selected 
throughout  the  range  of  colors. 

Accurate  Color  Matching  Units 

There  are  two  or  three  makes  of  color 
matching  units  which  employ  Mazda  C  lamps 
with  colored  glass  screens  very  accurately 
chosen  to  modify  the  light  in  such  a  manner 
as  to  produce  a  mean  between  north  skylight 


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V/ave- LeriolK  \n  > 
V       B        G        Y        O       R 
.TranSTn\ss\on   curves  of  lypical  color 
Tnodxfyxng  glass 
^erccT\\  \ransmvss\on  for  various  wave  IcnOihs) 
A- Glass  plate  accurate   type  un\t 
B- Glass  of  DaylioKt    Mazda  lamp  "bulb 
C- Typical   DayUgKl  enctosmg  globe. 

Fig.  2.     Transmission  Curves  of  Typical 
Color  Matching  Glass 

and  average  daylight.  Such  a  unit  is  rela- 
tively expensive  and  inefficient,  but  this  form 
has  proved  satisfactory  where  the  most  exact- 
ing color  requirements  are  encoimtered.  In 
general,  these  accurate  color  matching  units 

♦ "  Effect    of    Color    of    Walls    and    Ceilings    on    Resultant 
Illumination,"  by  A.  L.  Powell.  G-E  Review,  March.  1020. 


consist  of  a  metal  reflector  arranged  to  con- 
centrate the  light  downward  through  a  blue 
green  glass  filter  plate.  They  are  available 
in  sizes  from  150  to  500  watt.  Such  fixtures 
are  ordinarily  employed  to  light  a  table  top, 
or  an  area  of  6  to  S  sq.  ft.  on  which  colored 


Fig.  3.      Accurate  Color  Matching  Units  for  Industrial  Purposes 

Light  from  a  Mazda  C  Lamp  is  Reflected  Downward 

Through  a  Glass  Color  Screen.      The  unit  on 

the  right,  of  the  angle  type,  produces  high 

illumination  on  vertical  surfaces 

material  is  inspected.  They  have  been  em- 
ployed in  commercial  dye-houses,  for  cotton 
grading,  color  printing,  paint  and  ink  mixing, 
and  many  other  industrial  purposes.  They 
have  also'been  used  in  lighting  color  booths  in 
silk  and  dress  goods  departments  of  dry- 
goods  stores,  haberdasheries  and  tailor  shops. 
As  a  rule  such  units  are  not  sufficiently  eco- 
nomical for  general  lighting  of  stores.  Some  of 
the  fixtures  are  so  designed  that  either  arti- 
ficial daylight  or  ordinary  incandescent  light- 
ing can  be  obtained  by  the  mere  throw  of  a 
switch,  enabling  the  goods  to  be  examined 
under  both  conditions  of  use. 

The  Daylight  Mazda  Lamp 

As  before  pointed  out,  there  is  a  very  large 
demand  for  a  more  efficient,  although  less 
accurate  degree,  of  color  modification.  This 
is  obtained  with  the  Daylight  Mazda  lamp. 
This  lamp  is  provided  with  a  scientifically 
determined  blue  glass  bulb,  while  the  fila- 
ment is  run  at  a  higher  temperature,  giving 
a  whiter  light  than  produced  by  the  regular 
Mazda  C  lamp.  Daylight  Mazda  lamps  are 
made  in  sizes  from  75  to  500  watt,  and,  while 
the  efficiencies  of  the  various  sizes  are  slightly 
different,  they  correspond  approximately  to 
those  of  the  larger  Mazda  B  lamps.  The 
lamps,  therefore,  are  applicable  to  general 
lighting. 

As  pointed  out  in  the  article  on  the  "Effect 
of  Color  of  Walls  and  Ceilings  on  Resultant 
Illumination,"*  where  Daylight  Mazda  lamps 
are  used  in  semi-indirect  or  other  ornamental 
glassware,  it  is  important  that  the  glass  and 
reflecting  surfaces,  such  as  the  walls  and 
ceilings,  be  white;  yellow  tinted  glass  or  room 


530     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


finish  tends  to  counteract  the  efifect  of  the  bulb 
thereby  lessening  the  special  advantage  of  the 
light  for  color  purposes. 

In  the  case  of  the  Da>-Hght  Mazda  lamp, 
in  spite  of  the  popular  opinion  to  the  contra^y^ 
the  blue  bulb  does  not  add  anything  to  the 
color  of  the  light,  but  on  the  other  hand  sub- 
tracts a  certain  percentage  of  the  rays  which 
are  predominant  in  the  unmodified  light. 
It  is  evident  from  this  that  the  efficiency 
of  the  Daylight  Mazda  lamp  is  necessarily 
lower  than  that  of  the  regular  Mazda  C  lamp. 
This  fact  must  always  be  borne  in  mind  when 
installing  Daylight  Mazda  lamps,  since  it 
will  be  necessary-  to  use  approximately  35  per 


publicity  and  injure  other  similar  products 
which  have  considerable  merit. 

This  situation  is  ameliorated,  however, 
b}'  the  fact  that  many  merchants  who  think 
they  desire  color  matching  illumination  really 
are  better  off  with  a  light  of  yellowish  tint 
which  has  the  advantage  of  producing  a  more 
cheerful  appearance  in  the  store. 

In  conclusion,  it  may  be  noted  that,  while 
there  seems  to  be  a  general  impression  that 
an  exact  duplication  of  daylight  color  is 
needed  in  lighting,  there  is  in  reality  a  wide 
diversity  of  requirements,  relatively  few  of 
which  include  a  high  degree  of  accuracy. 
Even  where  colored  materials  are  handled  and 


Fig.  4. 


A  Counter  Type  Color  Identification  Unit  Showing  the  Application  in  Merchandising 
Greatly  Simplifying  the  Selection  of  Colored  Materials 


cent  more  wattage  than  when  clear  bulb 
Mazda  C  lamjjs  are  installed  to  obtain  the 
same  ilhunination. 

Color  Modifying  Globes 

Besides  the  units  already  described,  there 
is  on  the  market  a  considerable  variety  of 
enclosing  glassware  sold  for  color  matching 
purposes.  Some  of  these  equipments  have 
considerable  merit.  The  majority  have  little 
advantage  beyond  an  api)arent  whitening  of 
the  light.  Some,  however,  while  having  a 
considerable  absorption,  actually  lessen  the 
color  matching  value  of  the  light  of  the 
Mazda  C  lamp.  Unfortunately,  there  are 
manufacturers  of  such  glassware  who  claim 
in  their  advertising  "perfect  color  matching 
effect."    Such  claims  tend  to  discredit  all  such 


sold,  the  common  illuminants  wnthout  color 
modification  meet  the  large  majority  of  cases. 

Specific  Applications  of  Modified  Light 

.S^)rt•,v.- -Daylight  Mazda  lamps  find  a 
wide  field  of  api^lication  in  store  lighting. 
This  type  of  illuminant  will  never  supplant 
the  regular  Mazda  C  lamp  for  general  illu- 
mination ;  for  the  public,  as  a  whole,  prefer  the 
somewhat  wanner  hue  of  the  latter,  as  it 
makes  the  store  look  cheerful  and  inviting. 
Prominent  merchants  have  stated  that,  in 
over  !)()  percent  of  their  sales,  color  matching 
is  not  an  element.  They  feel  it  desirable  to 
sell  goods  under  the  conditions  most  favorable 
to  their  best  appearance.  Many  of  the 
finest  garments  will  be  worn  at  night  and  arc 
designed  to  be  most  attractive  under  average 


ARTIFICIAL  DAYLIGHT  FOR  MERCHANDISING  AND  INDUSTRY 


531 


night  illumination  such  as  furnished  by  the 
regular  Mazda  lamps.  Nevertheless,  there  are 
certain  goods  which  should  be  lighted  with  a 
nearer  approach  to  daylight  than  furnished 
with  clear  bulb  lamps.  In  this  class  fall  those 
which  would  be  worn  largely  out  of  doors. 

Daylight  Mazda  lamps  used  for  general 
store  illumination  give  a  distinctive  appear- 
ance to  the  store  which  has  a  distinct  advertis- 
ing value.  In  fact,  some  stores  so  lighted 
make  it  a  feature  in  their  newspaper  and  other 
advertising  calling  attention  to  the  "Day- 
light" store.  Even  though  Daylight  Mazda 
lamps  are  not  used  for  general  illumination 
throughout,  there  are  certain  departments 
which  will  require  such  a  light  to  display  the 
goods  to  the  best  advantage,  for  example, 
men's  clothing  (particularly  blues  and  blacks), 
linens,  which  appear  pure  white  rather  than 
slightly  yellowish,  furs,  jewelry,  silks  and  shoes.- 

Many  of  the  most  progressive  stores  in  the 
country  have  supplemented  the  general 
illimiination  with  the  accurate  type  of  color 


Fig.   5.      A   Color    Identification   Unit    Placed 
Above  the  Triplicate  Mirror  in  a  Clothing 
Establishment.      Confidence  in   pur- 
chasing garments  is  much  greater 
when    artificial    daylight    is 
available 

matching  units  over  the  counters  and  in  other 
parts  of  the  store  where  color  matching  is  an 
important  element.  Larger  types  of  these 
same  units  are  employed  over  the  triplicate 
mirrors  in  the  clothing  department  with  very 
satisfactory  results. 


These  units  provide  local  lighting  of  the 
high  intensity  suitable  for  the  critical  exam- 
ination of  colored  fabrics.  It  is  not  necessary 
to  enclose  such  devices  in  a  booth,  for  the 
amount  of  light  directly  beneath  the  fixture 
is  so  much  greater  than  the  illumination 
necessary  for  the  store  as  a  whole  that  the 
mixture  of  color  of  light  does  not  affect  the 
result.  Where  accurate  color  comparison 
units  are  installed  the  customer  can  have 
absolute  confidence  in  his  judgment.  These 
save  a  great  deal  of  the  clerk's  and  cus- 
tomers' time  by  avoiding  the  necessity  of 
carrying  merchandise  to  the  doorway  or 
window  for  inspection,  and  are  a  decided 
economy  in  store  operation. 

Show' Windows. — Daylight  Mazda  lamps 
in  the  show  windows  cause  them  to  stand  out 
prominently  in  comparison  with  other  forms 
of  illumination.  While  they  are  not  neces- 
sary as  standard  show  window  equipment, 
every  store  of  any  appreciable  size  should  have 
a  complete  set  for  at  least  one  window,  so  that 
when  displays  requiring  such  a  quality  of 
light  are  in  place  they  may  be  employed. 

Laundries. — Spots  and  stains  on  goods  are 
usually  of  a  brownish  or  yellowish  tint.  If  the 
light  source  is  rich  in  yellow,  then  these 
blemishes  tend  to  fade  into  the  white  back- 
ground and  are  hard  to  detect.  Daylight 
Mazda  lamps  in  steam  laundries  over  the 
folding  and  inspection  tables  enable  the 
operator  to  catch  many  an  improperly 
cleaned  piece  and  thus  keep  up  the  standard 
quality  of  the  work. 

Textile  Mills. — Without  doubt,  most  of  the 
processes  here  are  carried  on  without  regard  to 
color.  After  the  warp  is  made  up  and  the 
shuttles  filled  with  thread  of  the  proper 
color,  operations  proceed  almost  automati- 
cally, but  there  is  the  liability  of  the  mixing 
of  color  which  may  throw  out  an  entire  piece. 
Daylight  Mazda  lamps  are  being  installed 
over  looms  in  a  number  of  instances  to  avoid 
this  difficulty.  It  must  be  borne  in  mind 
that  the  color  of  light  produced  by  these  lamps 
is  not  accurate  enough  for  color  matching  as 
the  term  is  used  in  the  dye-house,  and  the 
more  accurate  units  should  be  recommended 
for  such  work.  Color  matching  devices  are 
also  very  desirable  in  the  final  inspection 
departments,  bleacheries  and  show-rooms. 

Concentrating  Plants. — Iron  and  zinc  streaks 
must  be  recognized  as  they  are  found  on  the 
concentrating  tables.  The  zinc  is  of  a  rusty 
gray  color  and  the  iron  of  rusty  red  brown 
color.  In  a  mill  lighted  by  ordinary  types  of 
lamps  it  is  difficult  to  tell  these  colors  apart, 


532     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


yet  it  is  necessary  to  separate  most  of  the  iron 
ore  from  the  zinc.  Some  of  the  mines  in  the  West 
have  installed  Daylight  Mazda  lamps  for  local- 
ized lighting  over  the  tables  for  this  purpose. 

Chemical  Laboratories  and  Sugar  Refineries. 
— Daylight  Mazda  lamps  have  given  quite 
satisfactors-  ser\'ice  in  illuminating  the  centrif- 
ugal machines  in  iise  in  the  laboratory.  They 
assist  in  the  discriminations  of  color  necessarv- 
for  the  grading  and  matching  of  cane  sugar. 
Some  prominent  chemical  manufacturers  are 
employing  Daylight  Mazda  lamps  for  watch- 
ing changes  of  color  in  their  testing  depart- 
ments, particularly  in  connection  m-ith  titrat- 
ing.    There  are  also  nimierous  places  about 


Printing. — It  is  quite  difficult  to  detect  the 
yellow  half-tone  from  the  white  background 
when  illuminated  by  regular  Mazda  lamps, 
and  other  colors  are  not  shown  in  their  true 
relation.  Some  of  the  large  lithographing 
companies  are  using  Daylight  Mazda  lamps 
to  light  the  receiving  end  of  the  presses  and 
also  in  the  proof  room  and  artist's  workshop. 
The  accurate  type  of  color  matching  units, 
however,  are  particularly  adaptable  to  the 
final  inspection  and  for  the  absolute  assur- 
ance of  satisfacton,-  night  work.  By  the 
proper  use  of  modified  light,  overcast  and  short 
days  put  no  check  on  the  art  or  press  work  in 
the  lithographing  plant. 


Fig.  6.      A  Color  Identification  Unit  in  Which  a  Large  Mazda  C  Lamp  Housed  in  the  Center  Produce* 

Accurate  Color  Matching  Light  After  Passing  Through  a  Large  Circular  Color  Screen  at 

the  Bottom.     Smalt  Mazda  B  lamps  at  either  side  provide  a  convenient  means 

of  comparing    artihcial    lighting  color   effects   with    daylight 


the  chemical  plant  where  verA-  definite  de- 
mands for  constant  north  sky  color  quality 
exist,  and  with  the  devices  mentioned  this 
can  be  satisfactorily  met. 

Photographic  Supplies. — Some  manufactur- 
ers of  photographic  materials  are  employing 
Daylight  Mazda  lamps  for  examining  the 
quality  and  color  of  prints;  correct  shades  of 
blues,  blacks  and  sepias  can  be  deicnnined 
far  more  readily  with  this  tyjie  of  illuminant. 
Daylight  Mazda  lami)s  are  also  used  for  micro- 
scopic and  lower  power  photomicography  anti 
in  connection  with  the  spectrograph  for  de- 
termining color  sensitiveness  of  photographic 
emulsions.  Where  a  high  degree  of  accuracy 
is  required  the  accurate  type  of  color  modify- 
ing device  is  essential. 


Cigar  Fact jries. — Cigars  are  graded  accord- 
ing to  shade,  and  minor  differences  in  color 
must  be  detected  in  ins])ecting  and  sorting. 
The  Daylight  Mazda  lamp  assists  in  this  work. 
A  high  quality  of  product  can  be  obtained  in 
the  factory  lighted  with  these  lamps.  This 
factor  alone  offsets  the  slight  additional  cost 
of  operati(m. 

Miscellaneous  fnJustries. — Other  fields  in 
which  modified  light  has  proved  useful  are  oil 
refineries,  where  it  is  necessary  to  determine 
the  difTerence  between  grades  of  oil;  in  fruit 
packing  houses,  where  oranges  and  lemons  ar« 
sorted  according  to  color  as  well  as  to  size;  in 
paper  mills,  where  the  sample  room  is  so 
illuminated;  in  the  jewelry  trade,  for  the  criti- 
cal examination  <if  stones  such  as  diamonds 


ARTIFICIAL  DAYLIGHT  FOR  MERCHANDISING  AND  INDUSTRY 


.533 


and  pearls ;  in  metal  working,  for  the  selection 
of  brass  by  color;  and  in  miscellaneous  places 
about  flour  mills,  rubber  goods  and  garment 
factories,  button  factories,  potteries,  paint 
factories,  etc 

Medical. — The  Daylight  Mazda  lamp  has 
proved  quite  a  boom  to  the  medical  profession, 
in  the  chemical  laboratories  and  assisting  in 
microscopic  examination.  For  diagnosis  of 
skin  disease  and  retina  examinations,  promi- 
nent specialists  have  employed  this  form 
of  illuminant.  In  the  operating  room,  the 
various  tissues  are  revealed  more  accurately 
when  examined  under  the  light  of  the  Dayli,ght 
lamp — as,  for  example,  when  operating  on  a 
jaundiced  patient  whose  tissues  are  yellow  and 
whose  blood  gives  all  the  tissues  of  the  body 
a  yellow  tint  a  yellow  light  would  be  unsatis- 
factorv'.  During  operations  for  gall  stones, 
yellow  bile  ducts,  red  arteries  and  blue  veins 
must  be  distinguished  one  from  the  other. 

One  of  the  first  uses  for  which  the  Daylight 
Mazda  lamp  was  placed  was  the  examination 
of  X-ray  negatives.  A  suitable  light  for  this 
purpose  is  necessar^^  for.  after  the  plate  is 
developed,  it  is  necessary  to  inspect  this  ver\^ 
carefully  to  determine  the  ailment  or  discover 
the  fracture.  The  negative  is  in  general 
illviminated  by  ven,'  diffused  light  from  the 
rear,  and  experience  has  proved  that  the 
whiter  the  light  the  greater  the  ease  of  the 
examination.  Diffused  light  for  this  purpose 
is  obtained  b}-  using  what  is  practically 
indirect  ilkunination.  A  box  or  frame  to  hold 
the  negatives  is  painted  flat  white  on  the 
interior  surface.  Lamps  are  concealed  from 
view  and  equipped  with  reflectors  to  direct  the 
light  on  this  white  background.  From  here  it 
is  reflected  to  an  opalescent  ground  glass  plate 
covering  the  opening  or  mouth  of  the  box. 

In  dental  work  the  Daylight  Mazda  lamps 
used  for  general  illumination  of  the  office  or  in 
the  concentrating  spot  lamp  assist  materially  in 
detectingdecayedspotsand diseased  conditions. 
Many  accurate  color  matching  units  are  used 
by  the  dental  supply  companies  for  the  match- 
ing, grading  and  sorting  of  artificial  teeth. 

Art  Galleries  and  Museums. — Daylight 
Mazda  lamps  are  used  in  many  instances 
with  splendid  results  for  illuminating  paint- 
ings. The  artist  paints  his  pictures  under 
natural  light;  he  places  the  colors  on  his 
canvas  with  particular  relation  to  each  other. 
Each  small  area  of  the  picture  is  blended  with 
the  next  and  viewed  as  a  whole.  If  the  color 
of  light  is  such  as  to  materially  modify  the 
relation  between  these  various  areas  of  the 
picture,  then  his  object  is  defeated.  Portions 
may  be  intensified:  others  dulled.    The  better 


the  painting,  the  greater  the  demand  for  suit- 
able lighting.  Many  of  the  art  exhibits 
throughout  the  country-  are  visited  at  night 
bv  the  general  public,  and  for  this  reason  the 
question  of  the  correct  artificial  illumination 
is  of  much  importance. 

Hotels. — The  field  of  apj^lication  of  Day- 
light Mazda  lamps  is  far  broader  than  one  can 
imagine  and  it  would  be  out  of  the  question  to 
attempt  to  enumerate  all  the  various  applica- 
tions for  which  they  find  use  in  the  hotel. 
If  the  sample  room  is  fitted  with  Daylight 
Mazda  lamps,  then  the  critical  examination 
of  goods  on  display  is  facilitated.  In  the  linen 
department  they  enable  the  help  to  readily 
detect  spots  on  tablecloths  and  napkins. 
Over  the  cigar  counter  they  present  the  dis- 
plav  in  more  nearly  its  true  value. 

BIBLIOGRAPHY 

The  following  list  indicates  some  of  the 
leading  articles  on  the  general  question  of 
artificial  daylight  and  kindred  subjects  which 
have  appeared  in  the  technical  magazines 
during  the  past  few  years : 

"Color  Values  of  Light  from  Electric  Lamps," 
G.  H.  Stickney,  Trans.  I.  E.  S.,  VoL  5,  p.  431. 

••  Daylight  and  Artificial  Light,"  E.  L.  Nicols, 
Trans. 'I.  E.  S.,  Vol  3,  p.  201. 

"  Daylight  Efficiency  of  Artificial  Illuminants,"  H. 
E.  Ives",  Bulletin  Bureau  of  Standards,  Vol.  6,  p.  231. 

"The  Subtractive  Production  of  Artificial  Day- 
light," H.  E.  Ives  and  M.  Luckiesh,  Electrical  World, 
Mav  -t,  1911. 

"  The  Relation  Between  the  Color  of  the  Illuminant 
and  the  Illuminated  Object,"  H.  E.  Ives,  Trans.  I. 
£.5.,  Vol.7,  p. 62. 

"Color  of  Illuminants,"  L.  A.  Jones,  Trans.  I.  E. 
.S.,  Vol.  9,  p.  687. 

"Artificial  Davlight:  Its  Production  and  Uses,"  M. 
Luckiesh  and  F.  E.  Cady,  Trans.  I.  E.  S.,  Vol.9,  p. 839. 

"  Development  of  Daylight  Glass,"  E.  J.  Brady, 
Trans.,  I.  E.  S.,  Vol.  9.  p.  937. 

"Some  Data  on  Artificial  Daylight  Units,"  C.  H. 
Sharp,  Trans.  I.  E.  S.,  Vol.  10,  p.  219. 

"  AGaseous  Conductor  Lamp  for  Color  Matching," 
D.  McFarlan  Moore,  Trans.  /.  E.  S.,  Vol.  11,  p.  192. 

"Colored  Glass  in  Illuminating  Engineering," 
H.  P.  Gage,  Trans.  I.  E.  S.,  Vol.  11,  p.  10.50. 

"Commercial  Uses  of  Filtered  Light,"  C.  E. 
Clewell,  Electrical  Review,  April  7  and  14,  1917. 

"  Mazda  C-2  Lamps  and  Their  Applications," 
A.  S.  Turner,  Jr.,  National  Electrical  Contractor, 
October,  1917. 

"  The  Color  of  Artificial  Light  in  the  Medical  Pro- 
fession," A.  L.  Powell,  Medical  Times,  October,  1917. 

"  Mazda  C-2  Lamp  and  Its  Applications,"  A.  L. 
Powell,  Electrical  Engineering,   December,   1917. 

"Artificial  Daylight  in  the  Industries,"  M. 
Luckiesh,   Electrical    World,    September   28,    1918. 

"A  Color  Symposium,"  Trans  I.  E.  S.,  Vol.  13, 
p.  1. 

"Symposium  on  Camouflage."  Trans.  I.  E.  S., 
Vol.  14,  p.  216. 

"The  Daylight  Mazda  Lamp  in  the  Psychological 
Laboratory,"  G.  J.  Rich,  American  Journal  Psy- 
chology, July,  1919. 


534     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  \o.  6 


Enclosed  Carbon  Arc  Lamps  vs.  Novalux  Mazda 

Units 

By  H.  E.  Butler 
Illuminating  Engineering  Laboratory,  General  Electric  Company 

During  the  period  of  the  war  and  during  the  coal  strike,  street  lighting  was  curtailed  in  this  country  in  the 
interests  of  economy.  Two  very  important  truths  have  been  revealed  as  the  result  of  this  experience:  first,  that 
reduced  street  lighting  is  accompanied  by  an  increase  in  crime  and  accidents;  second,  that  an  appreciable  waste 
of  power  exists  in  street  lighting  systems  because  of  the  use  of  the  enclosed  carbon  arc  lamp.  The  author  takes 
up  this  second  matter  and  by  detailed  analysis  shows  the  fallacy  of  the  policy  of  keeping  in  ser\-ice  obsolete 
forms  of  lighting  units.  The  author's  conclusions  are  accepted  by  the  most  progressive  central  stations  in  the 
country,  but  there  still  appears  to  exist  an  opportunity  for  education  among  others  in  the  industry. — Editor. 


A  few  years  ago  it  was  estimated  that 
approximately  a  half  million  series  enclosed 
carbon  arc  lamps  were  in  use  for  street  lighting. 
This  number  has  been  materially  reduced 
during  the  past  few  years,  but  there  are 
still  in  use  throughout  the  country'  many 
of  these  obsolete  lamps.  It  is  for  the  purpose 
of  illustrating  the  inefficiency  and  poor 
economy  of  these  lamps  that  the  following 
data  have  been  prepared. 

The  enclosed  carbon  arc  lamp  was  devel- 
oped to  overcome  the  disadvantages  of  the 
open  arc  lamp;  viz.,  short  life  of  carbons  and 
poor  distribution  of  light  on  the  street  surface. 
However,  the  long  life  of  the  carbon  trims 
and  the  steady  and  relatively  uniform  dis- 
tribution of  light  from  the  enclosed  lamp  were 
obtained  at  a  sacrifice  of  efficiency.  These 
characteristics  are  now  available  in  the 
luminous  arc  lamp  and  Novalux  fixtures  but 
at  an  efficiency  very  much  greater  than  existed 
in  the  earlier  lamps.  The  luminous  arc  lamp 
is  a  more  efficient  producer  of  light ;  however, 
as  this  article  is  to  cover  data  only  on  incandes- 
cent lamps  and  obsolete  enclosed  carbon  arcs 
the  luminous  arc  lamp  will  not  be  discussed. 

In  Figs.  1,  2,  3  and  4,  the  enclosed  carbon 
arc  lamp  is  compared  with  the  250,  400,  600 
and  lOOO-c-p.  series  Mazda  lamps  respectively. 
These  charts  indicate  the  relatively  low 
efficiency  of  the  carbon  arc  as  compared  with 
the  incandescent  equipments.  Another  fea- 
ture which  shows  the  Mazda  lamp  to  advan- 
tage is  the  rated  life  per  trim  for  the  carbon 
arc  as  compared  with  the  rated  life  of  the 
Mazda  lamp.  It  is  well,  however,  to  remem- 
ber that,  while  the  life  of  a  series  incan- 
descent lamp  is  rated  at  1350  hours,  it  is  not 
economical  to  allow  the  lamp  to  remain 
in  service  without  attention  until  its  life  is 
spent.  Periodic  visits  should  be  made  for  the 
purpose  of  cleaning  the  equipment;  otherwise 
a  serious  loss  of  light  will  result  from  the 
accumulation  of  dirt  on    the  glassware.      It 


will  be  further  noted  from  these  charts  that 
a  wider  range  of  lamp  sizes  and  a  greater 
choice  in  types  of  light  distribution  are  avail- 
able with  the  Mazda  lamp  than  with  the 
carbon  arc  lamp.  The  illumination  data  in 
this  article  comprise  a  picture  of  the  unit,  the 
candle-power  distribution  curves,  and  the 
calculated  illumination  curves;  the  latter 
give  the  average  and  minimum  foot-candles 
and  the  uniformity  of  illumination  for  various 
size  lamps  and  spacings.  The  uniformity  fac- 
tor is  the  ratio  of  minimum  to  maximum  foot- 
candles. 

From  these  cur\-es,  the  following  are 
some  of  the  questions  that  may  readily  be 
answered : 

With  a  specified  spacing  and  equipment, 
what  will  be  the  average  and  minimum 
illumination  and  the  uniformity  on  the 
street  ? 

Taking  equal  average  or  minimum  intensity 
of  illumination  as  a  basis,  what  will  be  the 
spacing  required  for  the  various  units  with 
their  dilTcrent  equipments? 

From  this  and  the  wattage,  what  is  the 
power  consumption  per  linear  foot? 

Taking  eqtial  uniformity  of  illumination  as 
a  basis,  what  will  be  the  sjjacing  required? 

The  candle-power  distribution  of  the  en- 
closed carbon  arc  lamps  are  shown  in  Fig.  5. 
together  with  cun-es  giving  the  average  mini- 
mum illumination  and  the  ratio  of  the  mini- 
mum to  the  maximum  foot-candles  for  various 
spacings  on  the  street.  The  alternating- 
current  series  enclosed  carbon  arc  lamp  is  less 
efficient  than  the  direct-current  enclosed 
carbon  arc  lamp  because  the  alternate 
cooling  of  the  electrodes  in  the  former 
lamj)  causes  an  additional  loss  of  heat  and 
consequently  a  lower  temperature  of  the 
carbon  points.  It  is  interesting  to  compare 
the  photometric  cur\-e  in  Fig.  5  with  those  of 
the  incandescent  equipments  in  Figs.  7,  S,  and 
9.     The  angle  of  maximum  candle-power  in 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


535 


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Fig.  1.     Obsolete  Series  Enclosed  Carbon  Arcs  Compared  with  Novalux  Unit  Equipped  with  250-c.p.  Series  Incandescent  Lamp 


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Fig.  2.     Obsolete  Series  Knclosed  Carbon  Arcs  Compared  with  Novaluz  Unit  Equipped  with  400-c.p.  Series  Incandescent  Lamp 

The  lo-amp.  400-c-p.  Mazda  series  lamp  is  operated  from  an  auto-transformer 


1 


536     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


I- 


4"' 


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Fig   3.     Obsolete  Series  Enclosed  Carbon  Arcs  Compared  with  Novalux  Unit  Equipped  with  600-c.p.  Series  Incandescent  Lamp 
The  20-amp.  6()0-c-p.  Mazda  series  lamp  is  operated  from  an  auto-transfornier 


^3 

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Fig.  4.     Obsolete  Series  Enclosed  Carbon  Arcs  Compared  with  Novalux  Unit  Bquipped  with  1000-c.p.  Series   Incandescent  Lamp 

The  20-amp.  10(H>-c-p.  Mazda  series  lamp  is  operated  from  an  atiu^transformer 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


537 


Fig.  5a.     Enclosed  Carbon  Arc  Lamp  with  Light  Opal  Glass 
Inner  Globe,  Clear  Glass  Outer  Globe,  and  Street  Reflector 


the  incandescent  units  is  brought  closer  to  the 
horizontal,  and  therefore  those  rays  which 
have  to  travel  the  greatest  distance  possess 
the  greatest  intensity.    This  results  in  greater 


Fig.  5b.      Initial  Distribution  of  Candle-power  in  a  Vertical 
Plane  of  the  Unit  Shown  in  Fig.  5a 

Curves  .-1.  B,  and  C  correspond  to  the  lamps  named  in  Fig.  5g 

uniformity  of  illumination  on  the  surface  of 
the  street,  as  may  be  seen  by  the  curves  of 
the  ratio  of  minimum  to  maximum  illumina- 
tion.    On  residential  streets,  parkways,  and 


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Fig.  5c.     Calculated  Illumination  Values  on  Street  Surface  Along  Center  Line  of  Street 

Lamps  on  one  side  of  street  only,  on  4-tt.  bracket  arm.      Height,  35  ft.     Width  of  street,  50  tt. 

A:     6.6-amp.  d-c.  series  enclosed  carbon  arc  lamp  B:     6.6-amp.  a-c.  series  enclosed  carbon  arc  lamp 

C:     7.5-amp.  a-c.  series  enclosed  carbon  arc  lamp 


53S     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


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Fig.  6a.      Novalux  Pendent  Unit  with  Diffusing  Glass  Globe 

Reflector  Used  with  250-.  400-.  600-  or  1000-c.p. 

Mazda  Series  Lamp 

boulevards  where  it  is  possible  to  space  the 
units  close,  diffusing  glassware  will  give 
satisfactory  illumination  and  eliminate  the 
glare  which  is  so  often  experienced  with  other 
equipments,  and  also  more  ornamental  and 
pleasing  effects  will  be  obtained.     For  such 


Fig.  6b.     Initial  Distribution  of  Candle-power  in  a  Vertical 

Plane  of  the  Unit  Shown  in  Fig.  6a. 

Cunes  E.f.GandH  correspond  to  curv-es  .4.  B.C.and  DinFig.6c 

ser%'ice  a  distribution  similar  to  that  shown 
by  Fig.  6  is  most  suitable.  It  is  not  possible, 
however,  to  make  general  statements  covering 
the  use  of  illuminating  glassware,  as  each 
problem  requires  a  carefuJ  study  of  existing 
conditions. 


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Fig    6c.     Calculated  Illumination  Values  on  Street  Surface  Along  Center  Line  of  Street 

Lamps  on  one  side  of  street  only,  on  4-ft.  bracket  arm.      Height.  2.">  (t.      Width  o(  street.  60  ft. 
.1.  B,  C.  D:     Diffusing  Glass  Globe  and  Steel  Reflector 
1000-c-p.,  20-amp.  Mazda  Series  Lamp,  PS-40  bulb  B:     600-c-p..  20-amp.  Mazda  Series  Lamp.  SP-40  bulb 

400-c-p.,  15-amp.  Mazda  Siiries  Lamp,  PS-40  bulb 


2o0-c-p..  6.6-amp.  Mazda  Series  Lamp.  SP-.i.'i  bulb 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


539 


Fig.  7a.      Novalux  Pendent  Unit  with  Bowl  Re- 
fractor and  Reflector  Used  with  400-,  600-. 
or  lOOO'C.p.  Mazda  Series  Lamp 


Fig.  7b.     Initial  Distribution  of  Candle-power  in  a  Vertical  Plane  of  the  Unit 
Shown  in  Fig.  7c 

Curves  A,  B  and  C  correspond  to  the  lamps  named  in  Fig.  7c 


The  general  order  of  illumination  intensities 
for  utilitarian  street  lighting  where  pendent 
type  lamps  are  appropriate  is  as  follows: 

Average  Hor.  111.  in 
Foot-candles 

Important  side  streets 0.10    to  0.25 

Residential  streets 0.01     to  0.05 

Suburban  roads 0.005  to  0.01 


The  most  useful  basis  of  comparing 
illuminants  is,  perhaps,  the  total  lumens  or 
light  flux  delivered  by  lamps  as  it  is  usually 
possible  by  selecting  proper  refractors,  reflec- 
tors, and  glassware  to  distribute  the  light  in 
the  manner  most  suitable  for  the  particular 
conditions  at  hand.     These  lumen  values  are 


Fig.  7c.     Calculated  Illumination  Values  on  Street  Surface  Along  Center  Line  of  Street 

Lamps  on  one  side  of  street  only,  on  4-ft.  bracket  arm.     Height.  2.5  ft.     Width  of  street,  60  ft. 

A,  B,  C:     Prismatic  Glass  Bowl  Refractor  and  Steel  Reflector 

.•I.-     1000-c-p.,  20-amp.  Mazda  Series  Lamp,  PS-40  bulb  B:     600-c-p.,  20-amp.  Mazda  Series  Lamp.  PS-40  bulb 

C:     400-c-p.,  15-amp.  Mazda  Series  Lamp,  PS-40  bulb 


540     June.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


Fig.  8a.      Novalux  Pendent   Unit 
with  Dome  Refractor  and  Stip- 
pled Glass  Globe*  used  with 
250-.  400-.  600-  or  1000-c.p. 
Ma2da  Series  Lamp 

given  in  Fig.  10  for  the  following  lamps  which 
are  considered  in  this  article: 

ENCLOSED  CARBON  ARC  LAMPS 

C.6-anip.  a-c.  enclosed  carbon  arc,  light 
opal  inner,  clear  outer,  standard  reflector. 

7.5-amp.  a-c.  enclosed  carbon  arc,  light 
opal  inner,  clear  outer,  standard  reflector. 


Fig,  8b      Initial  Distribution  of  Candle-power  in  a  Vertical  Plane  of  the  Unit  Shown  in  Fig.  8a 

Curves  .4 .  B.  C  and  D  correspond  to  the  lamps  named  in  Fig.  8c 


G.G-amp.  d-c.  enclosed  carbon  arc,  light 
opal  inner,  clear  outer,  standard  reflector. 

NOVALUX  UNITS  WITH  MAZDA  LAMPS 

Form  tt  pendent  Novalux  unit  with 
250,  400,  600,  and  lOOO-c-p.  Mazda  series 
lamps,  diffusing  gkibe  with  and  without 
reflector. 


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wo 


JOO 


too 


JOO 


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too 


lOCt 

Fig.  6c.     Calculated  Illumination  Values  on  Street  Surface  Along  Center  Line  of  Street 

Lamps  on  one  side  of  street  only,  on  4-ft.  bracket  arm.      Hcij^ht.  'J.'j  ft.      Width  uf  street.  60  ft 

A,  B.  C.  D:     Prismatic  Glass  Dome  Retractor  and  Stippled  Glass  Globe* 

A  and  E:     1000-c-p..  20-amp.  Mazda  Series  Lamp.  PS-IO  bulb  B  and  C.     600-c-p..  20-amp.  Maida  Series  Lamp.  PS-W  bulb 

C  and  C.        400-c-p.,  15-amp.  Mazda  Series  Lamp.  PS-40  bulb  Wand  H.      250-c-p.,  6.6-amp.  Maida  Series  Lamp.  PS-35  bulb 


*Tbe  illumination  on  the  street  will  be  practically  the  same  for  a  rippled  glass  globe. 


ENCLOSED  CARBON  ARC  LAMPS  15.  NOVALUX  MAZDA  UNITS 


Fig.  9a.      Novalux  Pendent  Unit  with  Prismatic  Refractor  and 

Reflector  Used  with  250-,  400-,  600-  or  1000-cp. 

Mazda  Series  Lamp 

Form  6  pendent  Novalux  unit  with  250, 
400,  600,  and  lOOO-c-p.  Mazda  series  lamps, 
equipped  with  bowl  refractor  and  reflector. 

Form  6  pendent  Novalux  unit  with  250, 
400,  600,  and  lOOO-c-p.  Mazda  series  lamps, 
equipped  with  Holophane  prismatic  dome 
refractor  and  stippled  glass  globe. 


Fig.  9b.     Initial    Distribution  of  Candle-power  in  a  Vertical  ] ; 

Plane  of  the  Unit  Shown  in  Fig.  9a 
Curves  A,  B,C  and  D  correspond  to  the  lamps  named  in  Fig.  9c 

Form  6  pendent  Novalux  unit  with  250, 
400,  600,  and  1000-c-p.  Mazda  series  lamps, 
equipped  with  Holophane  prismatic  band 
refractor  and  reflector. 

The  comparative  figures  of  lumens  reveal 
the  inferiority  of  the  enclosed  carbon  arc. 
The  best  that  can  be  obtained  from  the  en- 


JCoo 


.jra 

p 

^ 

__ 



_^ 









-_ 



M- 

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v. 

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/00  /too  J0o  y*oo  i^oo 

Fig.  9c.      Calculated  IHuiiiination  Values  on  Street  Surface  Along  Center  Line  of  Street 
Lamps  on  one  side  of  street  only,  on  4-ft.  bracket  arm.      Height,  25  ft.      Width  of  street.  60  ft. 
A.B.C,  D:     Prismatic  Glass  Band  Refractor  and  Steel  Reflector 
JOOO-c-p.,  20-amp.  Mazda  Series  Lamp.  PS-40  bulb  B:    ,60a-c-p..  20-amp.  Mazda  Series  Lamp.  SP-40  bulb 

.400-c-p.,  15-amp.  Mazda  Series  Lamp,  PS-40  bulb 


D:     250-c-p.,6.6-amp.  Mazda  Series  Lamp.  SP-35  bulb 


542     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


closed  carbon  arc  lamps  (direct-current  series 
type)  is  7.4  lumens  per  watt  as  compared  with 
10  to  14  lumens  per  watt  for  the  incandescent 
units,  depending  upon  the  size  of  lamp  and 
equipment.  A  general  idea  of  the  relative 
appearance  of  an  incandescent  and  an 
enclosed  arc  installation  may  be  had  from 
Figs.  11  and  12.  These  are  actual  photo- 
graphs and  illustrate  very  forcibly  the  non- 
unifonn  illumination  on  the  street  surface 
from  the  arc  installation  as  compared  with 
the  Novalux  system. 

Table  I  shows  the  electrical  data  relating 
to  the  several  systems  considered  in  this 
article  and  also  the  saving  in  power  and  the 


relative  power  cost  data  of  the  carbon  arc  and 
incandescent  systems.  An  examination  of 
these  data,  together  with  the  photometric 
data  previously  referred  to,  will  convince  the 
most  skeptical  that  it  is  poor  economy  to 
continue  operating  the  enclosed  carbon  arc 
lamp  in  lieu  of  the  more  modem  incandescent 
equipments.  Due  to  the  advancement  in  the 
efficiency  of  street  illuminants  and  equip- 
ments, it  is  possible  to  maintain  higher 
standards  of  illumination  than  was  possible 
with  the  series  enclosed  carbon  arc  lamp 
for  the  same  expenditure  of  money.  W. 
D'A.  Ryan,  Director  of  the  Illuminating 
Engineering  Laboratory,  has  advocated  higher 


TABLE  I 

ELECTRICAL  DATA 


Type  of  Unit 


Line  Amperes 

Lamp  Amperes 

Volts  at  Lamp  Terminals 

Watts  at  Lamp  Terminals 

Line  Loss 

Efficiency  of  Constant-current  Transformer 
Efficiency  of  Brush  Arc  Generator  Driven 

by  Synchronous  Motor 

Combined  Efficiency 

Watts  Supplied  at  Switchboard 468 

Hours  Lamps  Burn  Each  Year 4000 

Kw-hr.  Consumed  per  Lamp  per  Year  .  .  . 
Total  Lumens  per  Lamp: 

With  light  opal  inner  plobe,  clear  outer 

globe,  and  street   reflector 

With  light  Carrara  globe  and  reflector.  . 
With   bowl   type    Holophane   prismatic 

refractor  and  reflector 

With    Holophane    dome    refractor    and 

stippled  glass  globe* 

With    Holophane   band    refractor    and 
reflector 


6.6  Ampere 

7.5  Ampere 

6.6  Ampere 

Form  6 

Form  6 

Form  6 

A-C.  Series 

A-C.  Series 

D-C.  Series 

Novalux 

Novalux 

Novalux 

Enclosed 

Enclosed 

Enclosed 

250  C-P. 

400  C-P. 

600  C-P. 

6.6 

7.5 

6.6 

6.6 

6.6 

6.6 

6.6 

7.5 

6.6 

6.6 

15 

20 

77 

77 

(0 

23.4 

37.1 

51 

425 

480 

495 

155 

234 

340 

5% 

5% 

5% 

5% 

5% 

5% 

96% 

96% 

86% 

96% 

96% 

96% 

91.2% 

91.2% 

81.7% 

91.2% 

91.2% 

91.2% 

468 

527 

605 

170 

257 

373 

4000 

4000 

4000 

4000 

4000 

4000 

1872 

2108 

2420 

680 

1028 

1492 

1810 

2170 

3645 

1725 

2750 

4070 

1670 

2820 

4225 

1913 

3060 

4580 

1780 

3040 

4510 

*  The  illumination  on  the  street  will  be  practically  the  same  for  a  rippled  glass  globe. 


SAVING   IN   KILOWATT- HOURS  AND   MONEY  PER  LAMP  PER   YEAR   BY   REPLACING 
ENCLOSED  CARBON  ARC  LAMP  WITH  NOVALUX  UNIT  AND  MAZDA  SERIES  LAMP 

(.Power  at  1.5  Cents  per  Kw-hr.) 


6.6  Amp.  A-C.  Series  Enclosed  Carbon  Arc 

7.5  Amp.  A-C.  Series  Enclosed  Carbon  Arc 

6.6  Amp.  D-c.  Scries  Enclosed  Carbon  Arc 


rORM  6  NOVALUX 


250  c-p. 


400  c-p. 


Kw-hr. 


1192 
1428 
1740 


Money 

$17.88 
21.42 
26.10 


Kw-hr. 


844 
1080 
1392 


Money 


$12.66 
16.20 
20.88 


600 

c-p. 

Kw-hr, 

Money 

380 
616 
928 

$  5.70  ■ 

9.24 

13.92 

The  1000-c-p.  lamp  is  not  oonnxjeped' i«  this  ta-ble,  as  its  size  confines  it  very  larL'clv  to  hiiih  intinsitv  White 
Way  lighting'-wher«-local'<XJn<Jition9.pr«clude  instilling  the  luminous  arc  lanii 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


543 


standards  of  illumination  for  many  years  and 
has  shown  the  many  advantages  in  their  use. 
His  recommendations  of  higher  standards  of 
street  illumination  have  been  accepted  by  some 
of  the  largest  cities  in  this  country  and  in 
foreign  countries  and  they  have  installed 
street  lighting  installations  which  have  more 
than  doubled  the  old  standards  of  intensities.* 
The  simplicity,  flexibility,  and  efficiency  for 
the  incandescent  system  extends  beyond  the 
lighting  unit  itself  to  the  station  equipment 


re^/VDEfJT   W^IT  WITH 


LIGHT  C^/TYT-iff'i  OLOSe 
N»B7..ZO'ST££i.  /f£FL£CT0/f 


l=^/^0£fvT  U/VIT  HlTH 


ST'>'f*Ljeo  aiAsa  otoae 


l^£.'^D£fjT  OH  IT  MTH 

so  area,  ^e^t-ccnj^ 


vKS 


Fig.  10.     Light  Flux  Values  of  A-C.  and  D-C.  Series  Enclosed 
Carbon  Arcs  and  Novalux  Series  Units  for  Street  Lighting 


where  we  find  a  variety  of  apparatus  suited  to 
all  possible  conditions  of  service.  The  illustra- 
tions shown  in  Figs.  13a  and  13b  indicate  the 
general  structure  of  two  types  of  constant-cur- 
rent transformers;  and  Figs.  13c,  13d,  and  13e 
a  complete  line  of  auxiliary  transformers. 

Fig.  13a  shows  the  station  type  air-cooled 
constant-current  transformer  design  in  sizes 
from  3  to  SO  kw.  to  operate  series  street- 
lighting  circuits.  These  transformers  are 
standard  for  2300  volts,  60  cycles  primary, 
6.6  amp.  secondary  and  for  one  and  two  cir- 
dilits.    They  may  be  designed  for  any  circuit 

»  'Intensive  Street  Lighting."  by  W.  D'Arcy  Ryan.  General 
Electric  Review,  May,  '1920,  page  362.  ;■■•■.■ 


or  commercial  frequency.  This  type  of  trans- 
former is  recommended  in  places  where  the 
streets  that  are  to  be  lighted  are  economically 
close  to  the  station  or  substation.  Otherwise, 
the  pole  type  con,stant-current  transformer, 
as  shown  in  Fig.  13b,  is  recommended.  The 
features  of  the  station  type  constant-current 
transformers  are  as  follows: 

1 .  Constant  current  within  one  per  cent  of 
nonr.al  from  full  load  to  short  circuit,  regard- 
less of  fluctuations  in  primary  voltage,  lamp 
failures,  grounds,  or  short  circuits. 

2.  Automatic  regulation;  no  change  in 
taps  for  variations  in  load;  no  adjustments 
necessary. 

3.  Instantaneous  regulation;  balancing 
mechanism  supported  on  ball  bearings. 

4.  Maximum  insulation  between  all  parts. 

5.  High  efficiency  and  power-factor. 

6.  Ventilated,  air-cooled,  impregnated  wind- 
ings. 

7.  All  parts  visible  and  easy  to  keep  clean. 
Fig.  13b  illustrates  the  use  of  the  pole  type 

constant-current  transformer.  This  trans- 
former adds  another  important  link  to  the  chain 
of  constant-current  transforming  devices. 
The  demand  is  urgent  and  the  field  is  wide. 

Series  street  lighting  systems  require  con- 
stant current,  and  constant-current  trans- 
formers have  always  required  a  substation 
with  control  panels  and  an  attendant,  there- 
fore, it  has  been  difficult  to  provide  street 
lighting  for  smaller  towns  and  villages  where 
the  revenue  derived  would  not  be  sufficient 
to  warrant  the  installation  of  a  substation 
and  attendant. 

Larger  cities  also  have  experienced  difficulty 
in  solving  the  demand  for  higher  intensities 
and  more  units  in  their  suburbs.  The  growth 
of  these  outlying  districts  has  been  so  rapid 
that  it  has  been  almost  impossible  to  keep 
pace.  When  it  becomes  impracticable  to  run 
circuits  from  the  control  station  because  of 
the  distance  and  the  copper  required,  it  is  not 
always  advisable  to  erect  a  substation,  but 
if  it  is,  the  growth  is  usually  so  rapid  that 
there  is  an  interval  before  the  substation  can 
be  erected  when  the  lighting  service  is  apt 
to  be  inefficient  or  ineffectual. 

The  type  of  transformer  shown  in  Fig.  13b 
has  been  designed  for  such  service.  It  is 
entirely  automatic  and  positive  in  action. 
It  does  not  require  a  substation  or  an  attend- 
ant, and  it  can  be  controlled  by  an  oil  time 
switch.  These  features  are  combined  with 
as  close  current  regulation  through  as  wide  a 
range  as  offered  by  the  best  station  type  con- 
stant-current transformer.    The^current  froi;a 


54-4     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII,  No.  6 


full  load  to  no  load  is  maintained  within  one 
per  cent  of  normal.  This  feature  alone 
practically  guarantees  the  life  of  the  Mazda 
lamps  operating  on  a  circuit  controlled  by  such 
a  transformer.  The  efficiency  is  the  same  as 
for    the    station    type    transformer    and    the 


ing  and  acts  instantaneously  to  check  surges 
on  the  line  which  would  tend  to  shorten  the 
life  of  the  lamps.  The  moving  secondary 
coil  with  its  high  repulsion  gives  almost  per- 
fect regulation  from  full  load  to  dead  short 
circuit.     It  protects  the  lamps  not  only  from 


Fig.  11.     Night  View  Showing  Street  Illuminated  with  Obsolete  Enclosed  Carbon  Arc  Lamps 


Fig.  12. 


Night  View  Showing  Street  Illuminated  with  Pendent  Type  Novalui  Units  Equipped 
with  Refractors 


power-factor  is  20  per  cent  higher  than  for 
any  previous  design  of  pole-type  regulating 
transformer. 

For  the  operation  of  Mazda  C  lamps,  this 
transformer  is  ideal.  The  high  internal  re- 
actance serves  to  protect  the  lamps  at  start- 


changes  in  current  due  to  changes  in  second- 
ary load,  but  also  from  fluctuations  in  primary 
voltage. 

The  construction  of  this  transformer  con- 
tains no  untried  features,  but  simply  combines 
various     features     incorporated     in     several 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


545 


C^va»teCtjrre^K 


Fig.  13a. 


Illustrating  the  Station  Type  Constant  Current  Transformer  and 
Its  Application 


different  types  of  transformers  which  have 
been  in  production  for  a  long  time.  The  core 
is  the  standard,  three-legged  construction 
with  coils  surrounding  the  center  leg.  The 
primary  coil  is  fixed  at  the  bottom  of  the  core, 
and  above  is  the  floating  secondary  coil. 
The  balancing  mechanism,  however,  has  been 
modified  so  that  an  exact  line  up  of  the  coils 
is  not  necessary  for  satisfactory  regulation. 
In  order   to  give  protection  to  the  lamps 


at  starting,  the  minimum  react- 
ance of  the  transformer  is  made 
fairly  high.  This  results  in  a  motion 
of  the  coil  of  only  a  few  inches, 
while  at  the  same  time  the  repul- 
sion of  the  coils  is  high,  thus 
giving  excellent  regulation.  This 
transformer  may  be  tipped  10  deg. 
from  the  vertical  in  any  direction 
without  affecting  the  regulation. 
This  is  much  more  than  the  trans- 
former would  be  called  upon  to 
stand  in  actual  service.  The  coils 
are  liberally  designed  so  that  temper- 
atures come  within  A.I.E.E.  require- 
ments. A  single  adjusting  lever 
permits  adjustment  of  the  secondary 
current  to  the  desired  value.  The 
final  current  adjustment  is  made  in 
the  factory  and  no  further  change  in 
adjustment  should  be  necessary. 
After  being  installed  this  trans- 
former requires  no  more  attention  than  one 
of  the  constant-potential  type.  It  is  used 
in  sizes  from  1  to  20  kw.,  6.()-amp.  secondary, 
and  for  any  commercial  frequency. 

Fig.  13c  illustrates  the  series  transformer 
designed  for  the  purpose  of  operating  series 
circuits  of  low-voltage  in  conjunction  with 
the  main  series  circuit.  This  is  accomplished 
by  using  a  series  transformer  having  a  one 
to  one  ratio,  the  secondary  being  well  insu- 


T/Af£-  SMTCH 


-« — « — #-»--• 


Fig.  13b.      lUusCrating  the  Pole  Type  Constant  Cuixent  Tranaformer  and  Its  Application 


546     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


lated  from  the  primary.  The  primary  winding 
is  connected  in  series  with  the  main  series 
circuit  so  that,  under  all  conditions  of  load 
on  the  secondary,  the  primary  carries  the  full 
current  of  the  main  circuit  which  is  main- 
tained at  its  normal  value  by  a  constant- 


current  regulating  device.  Series  transformers 
of  such  construction  are  made  in  many  sizes 
from  0.04  to  10  kw. 

With  this  type  of  transformer,  the  instal- 
lation can  be  arranged  so  that  all  street  lamps 
will    come    on    at   the   same    time   and    the 


i-  Primori/Cof/ 
-^SL  Transformer 

Secondary  Coil 


Main  Series  Circuit 
ih-Uh 


O- 


a- 


h ^ 


Protect'm Device - 


T-f 


f 


/^      /^    /^     r^Auxi/iaru  Series  Ciruit 


Fig.  13c.     Illustrating  Low  Voltage  Series  Circuit  with  Constant  Current  Transformer  and  Its  Application 


SBffl£S  C/ZTCUIT 


0 


15  OK  to /IMr  LAMP 


Fig.  13d.     Illustrating  tie  Series  Auto  Transformer  and  Its  Application 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


547 


expense  of  switching  on  by  hand  can  be 
eliminated.  The  transformer  permits  the  use 
of  the  series  lamp  which  is  more  efficient 
than  the  multiple  lamp.  It  is  used  for 
supplying  current  to  one  or  more  lamps 
connected  in  series  and  located  where  the 
high  potential  of  the  ordinary  constant- 
current  series  circuit  would  be  objectionable. 
These  transformers  are  operated  on 
loaded  series  systems  and,  consequently,  if  the 
secondaries  become  open-circuited,  are  sub- 
jected to  sinusoidal  excitation  which  gives  a 
high  distorted  voltage.  With  the  larger  sizes 
of  transformers  where  this  open  circuit 
voltage     may     become     dangerous     to     the 


of  the  air  gap  which,  being  protected,  is  very 
uniform.  When  the  gap  breaks,  the  metal 
flows  and  fills  the  hole  so  as  to  form  a  short 
circuit  across  the  transformer.  When  the 
handle  containing  the  film  is  inserted  in  the 
holding  clips,  the  protective  device  circuit  is 
opened  and  the  film  left  in  position  to  operate 
in  case  the  system  is  open-circuited.  The 
protective  devices  are  mounted  in  steel  cases 
adapted  to  either  pole  or  subway  use  in 
accordance  with  the  arrangement  of  the 
transformer  with  which  they  are  used. 

As  these  transformers  are  designed  to 
operate  from  a  circuit  where  the  current  is 
held  constant,  the  field  for  them  necessarily 


ISO/^ZO  AMP  LAMP 


-^.  °^-:^^/o-^-.  c^.^/^^^  -^'iJ'-^'  ■&  .<^ 


Fig.  13e.     Illustrating  the  Single  Lamp  Series  Transformer  and  Its  Application 


insulation  or  to  operators,  film  protective 
devices  are  used.  Film  cutouts  are  not 
employed  with  the  smaller  sizes  of  trans- 
formers as  these  will  operate  without  over- 
heating or  breakdown  on  open  circuit. 

The  protective  devices  are  designed  with 
clips  to  short  circuit  the  secondary  sj^stem 
when  the  handle  is  removed.  A  second  pair 
of  clips  in  the  handle  holds  the  films  which, 
on  account  of  the  relatively  high  voltages 
encountered,  are  of  a  new  type.  The  films 
for  higher  voltages  consist  of  plates  of  soft 
metal  cemented  to  the  two  sides  of  a  fiber 
disk  through  which  a  hole  is  pierced.  The 
thickness  of  the  fiber  determines  the  strength 


lies  in  the  vicinity  of  constant-current  series 
circuits. 

Certain  classes  of  lighting  require  lower 
potential  than  that  existing  on  series  arc  or 
incandescent  circuits  and,  to  provide  for  this, 
companies  would  be  compelled  to  run  multiple 
circuits  from  the  Central  Station,  often  at 
a  considerable  expense,  if  it  were  not  for 
this ,  transformer.  Some  of  this  low-voltage 
lighting  is  supplementary  to  the  regular  street 
lighting  system  and,  filling  the  same  function, 
it  is  desirable  to  control  it  simultaneously 
with  the  street  lights.  This  transformer 
aflfords  the  ideal  method, ;  for  this  control 
as  the  low-voltage  circuit  is  turned  on  and 


548     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  6 


off  with  the  closing  or  opening  of  the  main 
constant-current  transformer  circuit. 

Places  where  this  transformer  can  be  used 
to  advantage  are  as  follows: 

1.  Isolated  side  streets  or  allej-s  where  it 
is     desired     to     install     series     incandescent 


mounted  on  the  pole  shown  in  Fig.  1 1  and  is 
recommended  where  high  voltage  going 
through  the  pole  is  not  objectionable  or  the 
appropriation  is  limited  so  that  a  safer 
transformer  cannot  be  used  such  as  is  shown 
in  Fig.  13e.    When  the  auto-transformers  are 


Fig. 


14.     Comparative  Floor   Area  and  Efficiencies  of  the  Brush   Arc  Generator   vs,  the  Constant 
Current  Transformer  System  Based  on  Approximately  Equal  Capacity 


lamps  and  where  the  only  a\'ailable  circuit  is 
the  alternating-current  series  circuit. 

2.  In  places  where  high  potential  is  imprac- 
ticable; e.g.,  where  the  line  would  be  installed 
on  telephone  poles,  or  where  a  few  small  units 
in  a  building  are  required  and  a  multiple  cir- 
cuit is  not  available. 

3.  On  bridges  where  it  is  necessan.'  to 
eliminate  high  potential. 

4.  For  underground  circuits  leading  to 
ornamental  poles. 

These  transformers  are  designed  in  sizes 
from  0.4  to  1.0  kw.  and  for  any  current  or 
frequency,  having  a  ratio  of  the  primary 
amperes  to  the  secondary  amperes  of  1:1. 
The  secondar\-  is  highly  insulated  from  the 
primar\'. 

Fig.  13d  illustrates  the  use  of  the  series 
auto-transformers  designed  for  operating  high 
current  Mazda  series  lamps  such  as  the 
15-amp.  400-c-p.,  20-amp.  (iOO-c-p.  and 
20-amp.  lOOO-c-p.  lamps.  It  is  designed 
primarily  to  operate  these  lamps  at  high 
current  density  to  obtain  the  advantage  in 
efficiency  over  straight  current  lamps.  They 
are  made  for  both  pendent  and  ornamental 
Novalux  units. 

There  is  one  winding  and  taps  come  cut 
for  the  lamp,  as  shown  in  Fig.  13c,  therefore 
the  circuit  to  the  lamp  is  not  insulated  from 
the  high  potential  series  circuit. 

For  aerial  work  there  are  no  particular 
objections,  and  for  ornamental  lighting  the 
auto-transformer    is    placed    in    the    casing 


used,  the  underground  highly  insulated  cables 
are  carried  up  the  post  to  give  proper  pro- 
tection against  grounds. 

Fig.   13e  illustrates  the  use  of  the  single- 
lamp    series    transformer   also    designed    for 


Fig.  15 


Series  TransfcHmer  Mounted  in  Baae  of  Pole  on  Strap 
Iron  Support  Embedded  in  Concrete 


operating  high  current  Mazda  series  lamps. 
It  is  built  in  capacities  to  take  care  of 
400,  600  and  1000-c-p.  lamps.  Standard 
primar\-  windings  are  for  (>.(>  amp.  and  stand- 
ard secondaries  for  l.">  amp.  400  c-p.,  or  20 
amp.  600  and  1000  c-p. 


ENCLOSED  CARBON  ARC  LAMPS  VS.  NOVALUX  MAZDA  UNITS 


549 


They  are  entirely  enclosed  in  steel  casinj; 
and  are  weatherproof.  Two  types  are  used; 
subway  and  aerial.  Leads  on  the  subway 
type  are  brought  out  through  galvanized  iron 
wiping  sleeves  so  that  the  lead  sheath  can  be 
readily  wiped  on.  For  aerial  use  the  leads 
are  brought  out  through  porcelain  bushings. 
These  have  the  following  advantages: 

L  High  efficiency  series  lamps  can  be  used 
where  high  potential  is  impracticable. 

2.  They  protect  the  lamp  from  surges  in 
the  line. 


per  cent  of  all  the  line  trouble  which  occurs 
between  the  pole  and  the  lamp. 

When  lamp  wattage  varies  between  8  per 
cent  above  and  20  per  cent  below  normal,  the 
secondary  current  will  not  vary  more  than 
1  per  cent  with  normal  current  and  fre- 
quency. 

An  interesting  comparison  of  the  floor  space 
required  for  Brush  arc  machines  operated  by 
synchronous  motors,  which  supply  current  to 
direct-current  enclosed  carbon  arcs,  as  against 
the  constant-current  transformer  equipment 


Fig.  16.      Series  Transformer  Buried  in  Ground 


3.  They  are  a  valuable  adjunct  to  "Safety 
First"  in  ornamental  street  lighting,  due  to 
the  fact  that  the  secondary  is  highly  insulated 
from  the  primary-  and  permits  the  use  of  high 
efficiency  series  lamps  in  business  districts 
where  ordinances  prohibit  high  tension  wire 
above  street  surface. 

4.  They  save  the  expense  of  high-voltage 
conductors,  heavy  insulation  and  high  tension 
cutouts,  which  materially  assists  in  liquidat- 
ing the  difference  between  the  first  cost  of 
auto-transformers  and  series  transformers,  the 
latter  being  naturally  somewhat  higher  priced. 
Furthermore,  this  low  voltages  eliminates  75 


(the  latter  to  supply  current  to  the  incandes- 
cent lamp),  is  shown  in  Fig.  14.  The  Brush 
machine  may  be  found  in  many  of  the  cities 
that  are  still  using  the  carbon  arc  lamp. 

It  will  be  obvious  to  any  central  station 
manager,  after  reviewing  these  data,  that  the 
time  has  arrived  to  replace  the  enclosed  car- 
bon arc  lamp  with  more  efficient  equipment. 
Their  continued  use  can  be  attributed  to  no 
other  cause  than  backwardness  and  failure 
to  realize  the  opportunity  for  increased  effi- 
ciency, increased  capacity,  and  better  service 
offered  by  the  later  developments  in  street 
lighting  equipment. 


550     June,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  6 


350-ton  Hammer  Head  Fitting  Out  Crane 

By  J.  A.  Jackson' 
Power  .\nd  Mining  Engineering  Dep.\rtment,  Gener.\l  Electric  Comp.\ny 

The  massiveness  of  the  armament  and  machinery  of  our  modern  battleships  is  well  indicated  by  the  capac- 
ity  of  the  huge  crane  described  in  this  article.  It  seems  scarcely  probable  that  the  maximum  capacity  of  this 
crane,  350  long-tons,  will  ever  be  required  for  a  single  load,  but  we  are  progressing  at  such  a  rapid  rate  that 
another  two  or  three  years  may  produce  a  need  for  a  crane  having  a  capacity  greatly  in  excess  of  the  one  de- 
scribed here. — Editor. 


There  was  recently  put  into  sen'ice  at  the 
League  Island  Navy  Yard,  Philadelphia,  Pa., 
the  largest  hammer  head  type  fitting  out 
crane  which  has  ever  been  built.  The  crane 
is  approximately  250  ft.  high  overall  and  can 
handle  a  350-long-ton  load  at  115  ft.  radius, 
and  a  50-long-ton-load  at  a  190  ft.  radius. 

The  maximum  lift  of  the  main  hook  from 
the  deck  of  the  pier  on  which  the  crane  is 
located  is  145  ft.,  but  the  drum  holds  suffi- 
cient cable  so  that  the  hook  can  be  lowered 
25  ft.  below  the  deck  of  the  pier,  making  a 
total  lift  for  the  main  hook  of  170  ft.  The 
50-ton  hook  has  a  maximum  lift  of  ISO  ft. 

The  total  length  of  the  swinging  jib  is 
300  ft.  of  which  100  ft.  is  on  one  side  of  the 
center  line  and  contains  the  machinery'  house 
and  counterweight,  while  the  other  200  ft. 
is  on  the  opposite  side  of  the  center  line  and 
contains  the  runways  for  the  trolley  carriages. 

The  machinery  house  has  a  floor  space  of 
approximately  70  ft.  by  50  ft.  and  is  ser\'ed 
by  an  overhead  travelling  crane  of  35  tons 
capacity  and  approximately  a  50-ft.  span. 
The  runway  for  this  crane  is  extended  outside 
the  machinery  house  so  that  the  crane  can 
run  out  through  a  motor-operated  sliding  door 
and  lower  its  hook  to  the  pier  deck  when 
necessary  to  lift  anything  from  the  ground  to 
the  machinery  house. 

The  machinery  house  contains  all  the 
machinery  and  electrical  equipment  with  the 
exception  of  the  slewing  motor,  drum  con- 
trollers, and  the  master  switches.  The  slew- 
ing motor  is  located  in  a  irtotor  house  about 
50  ft.  from  the  ground  at  the  lowest  part  of 
the  revolving  member  of  the  crane.  All  mas- 
ter switches  and  drum  controllers  are  located 
in  an  operator's  cab,  so  placed  as  to  have  a 
clear  view  of  the  crane  hooks  at  all  times. 

The  revolving  member,  which  with  its 
live  load  weighs  approximately  5,500.000  lb., 
is  supported  at  the  top  of  the  stationary  mem- 
ber on  a  roller  bearing,  which  bearing  can  l)e 
readily  inspected  by  raising  the  entire  revolv- 
ing member  by  means  of  hydraulic  jacks  per- 
manently located  on  the  crane.  The  revolv- 
ing member  is  carried  down  to  apjiroximately 


50  ft.  of  the  ground,  where  it  terminates  in 
a  large  ring  running  on  rollers  located  on  the 
stationary  part  of  the  crane.  A  rack  is  also 
fastened  to  this  ring,  which  rack  is  connected 
to  the  slewing  motor  through  a  suitable  train 
of  gearing. 

There  are  two  entirely  independent  main 
hoists,  each  having  a  capacity  of  175  tons 
and  each  main  hoist  has  its  own  independent 
trolley.  The  hoisting  engines,  however,  for 
both  the  two  hoists  and  the  two  trolleys,  are 
arranged  so  that  they  can  be  coupled  together 
mechanically  so  as  to  operate  as  a  single  unit. 
When  thus  operating,  the  two  master  switches 
for  the  hoist  motors  have  their  shafts  coupled 
together  so  that  they  operate  in  unison  from 
one  handle.  The  two  drum  controllers  for 
the  two  trolley  motors  are  similarly  coupled 
together. 

The  drum  for  each  main  hoist  has  right 
and  left  hand  groo\-es,  from  which  two  ropes 
lead  off  through  suitable  guiding  sheaves  to 
the  trolley  wagon.  At  this  point  each  rojje  is 
reeved  through  four  sheaves,  giving  an  eight 
part  line  between  the  trolley  wagon  and  the 
hook.  After  passing  through  the  sheaves,  the 
two  ropes  are  taken  to  an  equalizer  sheave  to 
insure  equal  division  of  the  load  on  the  two 
ropes. 

There  arc  four  gear  reductions  between  the 
drum  and  the  motor  pinion,  and  an  actual 
test  with  a  350-ton  load  showed  an  efficiency 
of  52  per  cent  from  the  hook  to  the  motor 
pinion.  The  crane  was  designed  for  a  hook 
speed  of  2.5  ft.  per  min.  when  hoisting  full 
load,  but  an  actual  test  showed  a  speed  of 
2.62  ft.  per  min. 

Each  main  hoist  is  also  equipped  with  a 
gear  change  which  increases  the  hook  speed 
from  2.5  ft.  ])cr  min.  to  10  ft.  per  min.  for  hand- 
ling lighter  loads  at  higher  sjieeds.  Each  main 
hoist  dnmi  weighs  approximately  37  tons. 

All  tlic  trolley  wagons  are  rope  driven  from 
hoisting  engines  located  in  the  machinery 
house,  and  in  the  case  of  the  two  main  trolleys, 
the  hoisting  engines  have  gear  changes  which 
give  a  speed  of  12  ft.  per  min.  in  low  gear  and 
100  ft.  per  min.  in  high  gear.     Actual  tests. 


350-TON  HAMMER  HEAD  FITTING  OUT  CRANE 


551- 


however,  with  full  load  on  the  hook,  give  a 
speed  of  about  19.3  ft.  per  min.  in  low  gear. 

The  auxiliary'  hoist  is  geared  for  a  hook 
speed  of  12  ft.  per  min.  with  a  50-ton  load 
and  its  trolley  is  geared  for  100  ft.  per  min. 
The  auxiliary  trolley  runs  on  separate  tracks 
from  the  main  hoist  trolleys  so  that  its  oper- 
ation is  entirely  independent  of  them. 

The  slewing  motor  is  geared  to  give  one 
revolution  of  the  crane  jib  in  12  minutes,  but 
an  actual  test  showed  one  revolution  in 
approximately  9  minutes  with  a  125  per  cent 
load  on  the  hook. 

One  MDS-107  mill-type  motor  is  used  on 
each  of  the  main  hoists,  the  auxiliary  hoist 
and  on  the  slewing  motion,  while  each  of  the 
three  trolleys  is  equipped  with  an  MDS-104 
motor.  All  motors  are  series  wound.  Tests 
showed  that  all  motions  are  conser\'atively 
motored,  especially  the  slewing  motion.  It 
was  considered  advisable,  however,  to  use 
the  same  size  motor  on  the  slewing  motion  as 
on  the  hoist  motions,  on  account  of  the  spare 
part  situation. 

The  control  equipment  for  all  hoist  motions 
consists  of  a  standard  contactor  panel  slightly 
modified  to  obtain  additional  points  of  con- 
trol, which  were  required  by  the  government 
specifications. 

Each  hoist  master  switch  gives  six-hand 
points  in  each  direction  and  all  lowering 
points  give  both  power  and  dynamic  braking, 
depending  on  the  load  requirements. 

Extra  heavy  duty  resistors  were  necessary 
to  meet  the  severe  dynamic  braking  condi- 
tions encountered  when  a  load  is  lowered 
throughout  the  maximum  lift  as  required  by 
government  tests. 

The  lowering  speed  with  full  load  on  the 
hook  was  approximately  3  ft.  per  min.;  thus 
it  required  about  57  min.  to  lower  through  the 
maximum  lift.     Each  hoist  equipment  has  a 


geared  type  limit  switch  to  prevent  over- 
travel. 

The  slewing  motion  has  straight  reversible 
magnetic  control  with  a  five-point  master 
switch.  The  panel  contains  plugging  relays 
and  the  resistor  is  laid  out  to  give  safe  plug- 
ging- 

All  three  trolley  motions  arc  controlled  by 

drum  type  manual  controllers  with  vertical 
operating  handles.  Resistors  are  laid  out  for 
plugging. 

Track  type  limit  switches  limit  the  travel 
of  all  trolley  motions.  The  protective  panel 
is  a  standard  panel  with  two  gravity  reset 
overload  relays  in  each  motor  circuit.  The 
protective  panel  also  contains  contactors  on 
which  the  trolley  motion  limit  switches 
operate. 

Series  wound  solenoid  brakes  are  used  on  all 
motors,  those  on  the  slewing  and  trolley 
motions  being  set  for  very  low  retarding 
torque  values. 

The  operator's  cab  is  equipped  with  com- 
plete electric  bell  signaling  devices  to  signal 
to  the  ground  or  to  the  machinery  house,  and 
it  is  also  equipped  with  indicators  to  show 
the  exact  position  of  each  of  the  trolleys  on 
the  runway. 

The  crane  is  equipped  with  a  passenger 
elevator  which  starts  at  the  bottom  of  the 
revolving  member  and  runs  to  both  the 
operating  platform  and  on  up  to  an  obser- 
vation tower  at  the  highest  part  of  the 
crane. 

The  crane  was  subjected  to  a  very  severe 
series  of  acceptance  tests  by  the  government, 
which  included  the  handling  of  a  25  per  cent 
overload  throughout  the  maximum  lift  with 
the  trolley  run  out  to  the  maximum  radius. 
It  passed  all  tests  successfully  and  the  cover 
illustration  of  this  issue  of  the  Review  shows 
the  crane  at  the  completion  of  the  test. 


552     June,  19-20 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  No.  6 


QUESTION  AND  ANSWER  SECTION 

The  purpose  of  this  department  of  the  Review  is  two-fold. 

First,  it  enables  all  subscribers  to  avail  themselves  of  the  consulting  service  of  a  highly  specialized 
corps  of  engineering  experts,  or  of  such  other  authority  aj  the  problem  may  require.  This  service  provides 
for  answers  by  mail  with  as  little  delay  as  possible  of  such  questions  as  come  within  the  scope  of  the  Review. 

Second,  it  publishes  for  the  benefit  of  all  Review  readers  questions  and  answers  of  general  interest 
and  of  educational  value.  When  the  original  question  deals  with  only  one  phase  of  an  interesting  subject, 
the  editor  may  feel  warranted  in  discussing  allied  questions  so  as  to  provide  a  more  complete  treatment 
of  the  whole  subject. 

To  avoid  the  possibility  of  an  incorrect  or  incomplete  answer,  the  querist  should  be  particularly  careful  to 
include  sufficient  data  to  permit  of  an  intelligent  understanding  of  the  situation.  Address  letters  of  inquiry  to 
the  Editor,  Question  and  Answer  Section,  General  Electric  Review,  Schenectady,  New  York. 


GROUNDS;      THREE-WIRE   THREE-PHASE 
DELTA 

(215)  Ordinarily,  220/110-volt  three-wire 
systems  have  their  neutral  grounded. 
However,  the  grounding  of  a  three-phase 
delta  three-wire  secondary  distribution 
system,  as  illustrated  in  Fig.  1,  would 
cause  a  circulating  current  through  the 
ground  from  each  phase  to  the  other  two, 
due  to  the  110-volt  delta  potential.  Should 
such  a  system  be  grounded;  if  so,  how 
should  the  grounds  be  connected? 

The  National  Electric  Code  states  that 
circuits  should  not  be  grounded  in  such  a 
manner  that  the  ground  connection  will  carry 


CALCULATION:      INDUCTANCE,    CAPACITY 

AND   RESISTANCE   IN    SERIES   AND 

IN   PARALLEL 

(216)  Please  solve  by  the  method  of  complex 
quantities  the  problem  given  in  Q.  &  A. 
No.  190. 

The  question  referred  to  asked:  "What  is 
the  total  impedance  of  the  circuit  illustrated 
in  Fig.  1?  Explain  the  method  of  calculation." 

As  in  the  two  methods  of  solution  previously 
published,*  the  following  solution  by  the 
complex  quantity  method  will  be  divided  into 
distinct  parts:  (2)  the  impedance  of  the 
parallel  group,  {2)  the  impedance  of  the  series 
group,  and  the  combination  of  these  two. 


r- 220 *1 

W-iio     f    110 


216)      Fig.  I 


an  appreciable  amount  of  current.  Obviously, 
the  ground  connections  shown  in  Fig.  1  (or 
even  only  two)  could  not  be  used  for  they 
would  short  circuit  half  the  voltage  of  the 
delta.  There  have  been  a  few  cases  known 
where  the  middle  point  of  one  phase  only  was 
grounded,  dependence  being  placed  upon  this 
to  furnish  sufficient  ground  connection  for 
the  other  phases. 

If  the  transformers  are  single-phase  and 
each  phase  is  separated  from  the  other  two 
on  the  secondary  side,  the  middle  points  of 
the  individual  phases  could  of  course  be 
grounded. 

F.R.F. 


(i)     Impedance  of  the  parallel  group. 
This  is  composed  of  three  impedances  in 
parallel ; 

Zi  =  ri->rjxi 
in  which : 

r,  =  4     .t,=0 
rj  =  U     x,  =  2 

Hence 

Z,  =  4;Z,  =  /2;Z.=  -;t) 


QUESTIONS  AND  ANSWERS 


553 


The  corresponding  admittances  are 


Z,     4'     -     Zo 

..    1       1     .1 

Zz         76       6 


;^ 


?• 


In  complex  quantities,  the  joint  admittance 
of  a  number  of  parallel-connected  admittances 
is  equal  to  the  sum  of  the  individual  admit- 
tances, thus 

and  the  impedance  of  the  parallel  group  is 

^4  V(Ir+(|)V  +^3  V(i)=+(iW 
1      144       1      144 
Z„  =  -X^+;3X^=1.44+;1.92. 


*  These  appeared  in  the  December,  1916,  Review,  p.  1135, 
but  are  repeated  in  the  following  for  the  sake  of  completeness, 
and  for  the  benefit  of  those  who  were  not  subscribers  at  that 
time. — Editor. 

One  method  is  based  on  graphics;  this  is  by  far  the  simpler 
mode.  The  other  employs  only  arithmetic;  this  method  furnishes 
a  more  exact  answer  than  does  the  former. 

Since  there  are  two  distinct  combinations  of  the  resistance, 
magnetic  reactance,  and  capacity  reactance  in  the  circuit,  the 
problem  will  be  divided  first  into  two  parts,  viz.,  (a)  the  imped- 
ance of  the  parallel  group  and  (b)  the  impedance  of  the  series 
group.  The  combination  of  these  two  impedances  will  then  be 
the  total  impedance  of  the  circuit. 

The  impedance  of  a  parallel  circuit  is  equal  to  the  reciprocal 
of  the  vector  sum  of  the  reciprocals  of  the  ohmic  values  of  the 
sub-circuits.  The  impedance  of  a  series  circuit  is  equal  to  the 
vector  sum  of  the  ohmic  values  of  all  the  jjarts  of  the  circuit. 


9' 

t   t 

0.167 

// 

J 

/ 

0.5 

X 

/      6 

b' 

U — o.zs — - 

{2}     Impedance  of  the  series  group: 

Z6  =  r+/.v  =  3+/(2-l)=3+/ 

Combination  of  the  two  groups: 

The  joint  impedance  of  a  number  of  series- 
connected  impedances  is  equal  to  the  sum  of 
the  individual  impedances,  thus  the  total 
impedance  of  the  system  is 

Z  =  Z«+Zfc  =  3+1.44+y(l  +  1.92) 

=  4.44+y2.92 

and  the  absolute  value  is 


Z  =  v/(4.44)=-j- (2.92)2  =  5.314 

The  complex  quantity  method  furnishes  a 
more  exact  solution  than  does  either  the 
graphical  or  the  arithmetical  method. 

L.G. 

Arithmetical  Method 

This  method  employs  the  general  formula: 

'  'Impedance  equals  the  square  root  of  the  sum  of  the 
resistance  squared  and  the  arithmetical  difference  between  the 
magnetic  and  capacity  reactances  squared." 

laj  For  the  parallel  group  the  reciprocal  of  the  ohmic 
values  of  the  sub-circuits  are  used,  the  reciprocal  of  the  resultant 
giving  the  impedance.  This  coincides  mathematically  with  the 
graphical  method  described  in  Method  I  (c). 

\(K)^+(H-KP 
=  2.4  ohms. 
(b)     For    the   series   group    the    general    formula    is    applied 
directly 

Impedance  =  \/32+(2-l)2 
=  .3. 1 6  ohms. 


Impedance  = 


h 

■"L 3        -J 

/ 

1. 

?:i^^ 
^^^ 

e 

d 

(216)      Fig.  2 


'216i      Fig.  3 


12161      Fig.  4 


Graphical  Method 

(Assume  the  vector  direction  for  resistance  to  be  hori- 
zontally to  the  right,  for  magnetic  reactance  to  be  vertically 
upward,  and  for  capacity  reactance  to  be  vertically  downward.) 

(a)  For  the  parallel  group  lay  out  the  vectors,  as  shown  in 
Fig.  2,  equal  to  the  reciprocal  of  the  ohmic  values  of  the  con- 
ductors, i.e.,  for  resistance  draw  a'b'  }\  or  0.25  of  a  unit  to  the 
right,  for  magnetic  reactance  h'g'  }•>  or  0.5  upward,  and  for 
capacity  reactance  gf  y&  or  0.167  downward.  The  vector,  a'f, 
that  joins  this  last  point  to  the  first  will  be  at  some  angle  d  to  the 
horizontal  and  will  scale  0.417  in  length.    The  impedance  of  the 

parallel  group  will  therefore  be  ^  -"-  _   or  2.4  ohms. 
0.417 

(b)  For  the  series  group  lay  out  the  vectors,  as  shown  in 
Fig.  3,  directly  equal  to  the  ohmic  values  of  the  conductors,  i.e.. 
for  resistance  draw/rf  3  units  to  the  right,  for  magnetic  reactance 
dh  2  upward,  and  for  capacity  reactance  he  1  downward.  The 
resultant  vector,  fe.  will  be  at  some  angle  <^  to  the  horizontal  and 
will  scale  3.16  ohms,  which  will  be  the  impedance  of  the  series 
group  of  the  circuit. 

Combination  of  the  two  groups: 

Lay  out  a  vector,  af.  2.4  units  in  length  at  the  angle  8  to  the 
horizontal,  see  Fig.  4.  From  the  end  of  this  line  lay  out  a  vector, 
A.  3.16  units  in  length  at  the  angle  4>  to  the  horizontal.  The  line 
bridging  these  two  vectors  from  end  to  end.  ae,  will  represent  the 
total  impedance  of  the  circuit,  the  value  of  which  will  V)e  found  to 
be  5.32  ohms  by  scaling  the  length. 


Combination  of  the  two  groups: 

Since  the  influence  of  the  parallel  group  on  the  power-factor 
is  not  the  same  as  that  of  the  series  group,  the  respective  resultant 
ohmic  values  of  the  two  groups  must  be  added  in  accordance 
with  the  difference  in  phase  angle,  in  order  to  obtain  the  total 
impedance. 

This  is  best  accomplished  by  squaring  the  arithmetical  sum 
of  the  two  resistance  components  of  the  two  groups,  adding  to 
this  the  square  of  the  arithmetical  sum  of  the  resultant  magnetic 
or  capacity  reactance  of  the  two  groups,  and  determining  the 
square  root  of  the  whole.    In  the  symbols  of  Fig.  4  this  is 

ae  =  \/iab  ■^bc)'-\-{cd  +d€)^ 

ah  =2.4  X^'  (from  Fig.  2)  =2.4  X-^^  =1.44 

bc=fd  (from  Fig.  3)  =3 

a  =hf  =  2AX-rf,  (from  Fig.  2)  = 


rif  = 


0.417 
-1  (from  Fig.  3)  =1 


Impedance,  therefore,  equals 


=  v'(l-44+3)!  +  (1.92  +  l)2 
=  .5.32  ohms. 


ECS. 


18 


GENERAL   ELECTRIC   REVIEW 


JUNE.   1920 


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GENERAL  ELECTFIC 

REVIEW 


VOL.  XXIII,  No.   7 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady.  N.    Y. 


JULY,   1920 


AUTOMATIC   EXHAUSTING   AND   SEALING   MACHINE   FOR    INCANDESCENT   LAMP   MANUFACTURE 


For 
Fractional  H.  P.  Motors 

IT  is  easy  to  claim  precision.  It  is  a  harder 
matter  to  maintain  it,  especially  in  quan- 
tity production.  That  "NORmfl"  Precision  is  a 
tact,  and  not  a  mere  claim,  is  proved  bv  the 
daily  performance  ot  hundreds  ot  thousands 
ot  high  grade,  high  speed  electrical  machines 
in  which  "NORfflfl"  IJearings  are  standard.  It 
is  high  precision  unitormlv  maintained  which 
explains  "NORmfl"  silence  and  serviceability  at 
high  speeds. 

See  that  your  Motors 
are  "NORmfl"  Equipped 

Ball,  Rol lei; Thrust  and  CcmbinatiQn  Bearings 


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Vol.   XXIII.    No.    7 „ya„^r^E^:^^i^cLpa,.y -U-LV.    l^^^O 

CONTENTS  Page 

Frontispiece :  30,000-kw.  Curtis  Turbo-generator  Set,  Philadelphia  Electric  Company        .     556 

Editorials ;  Temperatures  in  Large  Alternating-current  Generators 557 

Exciters  and  Excitation  Systems 558 

Speed  and  Power-factor  Control  of  Large  Induction  Motors         ....     559 

Temperatures  in  Large  Alternating-current  Generators 560 

By  W.  J.  Foster 

Exciters  and  Systems  of  Excitation 566 

By  H.   R.  SUMMERHAYES 

Gaseous  Conduction  Light  from  Low-voltage  Circuits 577 

By  D.  McFarlan  Moore 

Fundamental  Phenomena  in  Electron  Tubes  Having  Tungsten  Cathodes — Part  II       .        .     589 

By  Irving  Langmuir 

The  Safety  Car 597 

By  W.  D.  Bearce 

The  Production  and  Measurement  of  High  Vacua — Part  II 605 

By  Dr.  Saul  Dushman 

Two  Years'  Service  of  Battleship  New  Mexico 615 

Electric  Power  in  the  Oil  Fields  as  a  Central  Station  Load 616 

By  W.  G.  Taylor 

Theory  of  Speed  and  Power-factor  Control  of  Large  Induction  Motors  by  Neutralized  Poly- 
phase Alternating-current  Commutator  Machines 630 

By  John  I.  Hull 


—  o 

.5  « 


Z  '-/^ 

>  S 
o  £ 
§0. 


II 

T    E 


-Q 


ut  £ 


O 

i 

5 

H 

i 


TEMPERATURES  IN  LARGE  ALTERNATING-CURRENT  GENERATORS 


Temperature  is  a  matter  of  so  great 
importance  in  rotating  electric  machinery 
that  all  standardization  of  the  American 
Institute  of  Electrical  Engineers  is  now 
based  upon  it.  The  approved  ratings  of 
machines  are  determined  by  considerations 
of  the  temperature  rises  as  related  to  the 
materials  employed.  Hence  it  has  come 
about  that  designers  of  electric  machines 
have  given  great  attention  to  the  ventilation 
problem.  This  is  most  commendable  in 
itself,  and  has  resulted  in  a  decided  advance 
in  the  construction  of  machines. 

It  often  happens  that  wrong  ideas  exist 
regarding  machines  when  established  rules 
are  applied.  For  instance,  there  is  a  prev- 
alent notion  that  any  electric  machine  is 
underrated  if  the  temperatures  when  operat- 
ing at  the  rating  given  to  it  by  the  manu- 
facturer are  lower  than  those  designated  by 
the  rules  of  the  A.I.E.E.  for  the  type  of 
insulation  used.  Temperature  rises  are  often 
less  than  those  permissible  for  the  reason  that 
purchasers  of  machines  also  insist  upon 
certain  other  desirable  characteristics. 

The  temperature  of  an  electric  machine, 
or  any  electrical  apparatus,  is  the  resultant 
of  two  factors;  first,  the  quantity  of  energy 
in  the  fonn  of  heat  losses  that  are  attendant 
upon  the  operation  of  the  apparatus,  and, 
second,  the  effectiveness  of  the  dissipation 
of  this  heat  energy.  It  therefore  happens 
that  of  two  machines  of  the  same  rating, 
operating  at  the  same  load  under  the  same 
conditions,  the  one  showing  higher  tempera- 
tures may  be  the  more  efficient.  This  is 
undoubtedly  contrary  to  the  general  notion 
regarding  the  matter.  It  is  simply  necessary 
to  reflect  that  a  machine  that  is  constructed 
as  a  good  blower  and  passes  through  itself  a 
large  quantity  of  air,  can  remove  from  itself 
a  much  greater  amount  of  energy  in  the  form 
of  heat  than  can  one  that  is  sluggish  in  its 
air  circulation. 


Another  idea  that  is  generally  prevalent 
is  that  the  facts  taken  as  the  basis  of  standard- 
ization are  established  beyond  dispute.  In 
the  case  of  electric  machines,  it  is  generally 
believed  that  the  temperatures  specified  in 
the  rules  for  different  classes  of  insulation 
represent  the  dividing  point  between  what 
is  safe  and  what  is  dangerous,  and  that  it  is 
perfectly  safe  to  operate  below  the  specified 
temperature  and  unsafe  to  operate  above  it; 
whereas,  as  a  matter  of  fact,  there  is  no  hard 
and  fast  division  point  and,  consequently, 
it  is  often  sensible  to  operate  at  temperatures 
quite  a  little  below  those  allowable.  It  is 
the  life  of  the  machine,  the  freedom  from 
renewal  of  parts  and  from  repairs  in  general, 
that  should  be  considered  in  connection  with 
the  original  cost  and  the  efficiency  at  which 
the  machine  operates. 

As  yet  no  accurate  method  of  determining 
the  real  internal  temperatures  of  insulated 
windings  has  been  developed  for  the  regular 
commercial  operation  of  machines.  These 
internal  temperatures  could  be  derived  with 
a  high  degree  of  accuracy  from  measure- 
ments on  the  outside  of  the  insulation  and 
from  laboratory  determinations  of  tem- 
jDerature  drop  through  insulations  made  up 
of  various  materials,  were  it  not  for  the 
impossibility  of  determining  the  actual  quan- 
tity of  heat  to  be  removed.  It  is  quite 
generally  known  that  in  most  electric  con- 
ductors there  are  other  losses  than  that 
represented  by  the  flow  of  current  against 
resistance.  Most  alternating-current  gen- 
erators, even  of  the  largest  size,  can  be 
designed  with  these  parasitic  losses  so  small 
in  quantity  as  to  make  the  internal  tem- 
peratures so  low  that  the  deterioration  of 
insulation  will  be  slow.  This  fact  has  been 
demonstrated  in  many  instances  by  high- 
voltage  generators,  having  only  varnished 
cloth  insulation,  operating  from  15  to  20 
years  without  a  single  breakdown. 


558     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


EXCITERS  AND  EXCITATION  SYSTEMS 


At  the  annual  convention  of  the  American 
Institute  of  Electrical  Engineers  held  at 
White  Sulphur  Springs,  June  29th  to  July 
2nd,  a  session  under  the  auspices  of  the  Power 
Stations  Committee  was  devoted  to  papers 
on  exciters  and  systems  of  excitation. 

A  complete  analysis  of  the  factors  determin- 
ing the  selection  and  general  design  of  exciter 
systems  was  presented  by  J.  T.  Barron  and 
A.  E.  Bauhan,  both  of  whom  are  connected 
with  large  operating  companies.  A  shorter 
paper  was  presented  by  Messrs.  Parker  and 
Meyer,  of  the  Detroit  Edison  Company, 
which  discusses  briefly  the  advantages  and 
disadvantages  of  various  excitation  schemes 
and  outlines  the  essential  requirements  from 
a  broad  point  of  view  as  power  house  design- 
ing engineers. 

A  paper  by  H.  R.  Summerhayes,  of  the 
Engineering  Department  of  the  General 
Electric  Company,  gives  a  broad  discussion 
of  the  advantages  and  disadvantages  of 
various  types  of  exciters  and  of  exciter  drive, 
and  refers  to  past  practice  and  to  the  trend 
of  present  practice  in  the  selection  of  exciters. 
Mr.  Summerhayes'  paper  will  be  found  in 
this  issue. 

Papers  by  Messrs.  Cox  and  Michener,  of  the 
Southern  California  Edison  Company,  describe 
the  excitation  arrangement  used  in  existing 
and  proposed  plants  of  that  Company,  and 
J.  D.  Ross,  of  Seattle,  Wash.,  gave  data 
on  the  exciter  practice  in  a  number  of  hydro- 
electric plants  in  the  Northwest. 

A  paper  by  Messrs.  Boddie  and  Moon,  of 
the  Westinghouse  Company,  calls  attention 
to  a  nimiber  of  characteristics  of  design  of 
exciters  to  be  used  with  automatic  regulators, 
and  characteristics  affecting  parallel  opera- 
tion; also  the  advantages  of  shunt  exciters 
as  compared  to  compound. 

Thus,  the  field  of  exciter  systems  was 
co\ered  by  a  nimiber  of  i)a])ers  from  manu- 
facturers, from  operators,  and  from  engineers 
having  to  do  with  the  design  of  new  stations. 
It  was  noticeable  that  all  of  the  authors 
attempting  classification  of  exciter  systems 
divided  them  into  two  general  classes:  first, 
the  common  bus  system  with  exciters  operat- 
ing in  parallel,  and  second,  separate  exciters 
or  individual  exciters  for  each  generator  not 
operating  in  parallel.  This  division  was 
independent  of  the  method  of  drive.  The 
general  conclusion  reached  from  the  opinions 
expressed  in  the  papers  and  brought  out  in 
the  discussion  was  that  for  plants  where  the 


speed  is  not  too  low  or  too  high  to  obtain  a 
good  design  of  exciter,  the  direct-connected 
individual  exciter  provides  a  most  reliable 
form  of  excitation  at  the  lowest  cost.  There 
are  some  engineers,  however,  especially  those 
connected  with  large  city  central  stations, 
who  still  prefer  the  common  bus  exciter 
system  on  account  of  the  fact  that  a  storage 
batten,-  can  be  operated  on  this  bus  at  all 
times,  ready  to  take  up  the  excitation  load  in 
case  of  exciter  trouble.  The  general  opinion, 
however,  and  the  trend  of  present  practice 
is  toward  the  individual  direct-connected 
exciter,  which  has  the  advantage  that  its 
circuit  to  the  generator  field  is  short  and 
simple  and  not  liable  to  trouble,  that  its 
method  of  drive  is  exceedingly  reliable  and 
efficient,  and  that  trouble  on  the  exciter 
affects  only  one  generator.  Proof  of  the 
reliability  of  direct-connected  exciters  for 
hydro-electric  generators  is  given  in  the  deci- 
sion of  the  Southern  California  Edison  Com- 
pany, as  described  in  the  paper  by  Cox  and 
Michener,  to  supply  in  their  latest  plant  one 
direct-connected  exciter  without  any  operat- 
ing alternate  exciter,  although  a  spare  direct- 
connected  exciter  ready  to  be  mounted  will 
be  kept  in  stock.  The  use  of  direct-connected 
individual  exciters  with  large  steam  turbines 
was  also  favored  by  Messrs.  Parker  and  Meyer 
on  account  of  the  reliability  of  such  units, 
as  proved  in  actual  experience. 

^Ir.  Summerhayes  points  out  that  in  plan- 
ning power  stations,  engineers  sometimes  call 
for  direct-connected  exciters  on  steam  tur- 
bines large  enough  to  excite  more  than  one 
turbine.  This  practice  is  undesirable,  since 
such  a  large  exciter,  if  over-hung,  may  require 
a  shaft  extension  so  long,  and  the  weight  of 
the  exciter  may  become  so  great,  that  it 
interferes  with  the  operating  balance  of  the 
main  unit.  The  exciter  drive  should  not  lie 
permitted  to  introduce  any  uncertainty  into 
the  operation  of  the  main  turbine  unit  and 
for  this  reason  the  size  of  exciters  should  be 
limited  to  those  which  may  be  safely  over- 
hung on  the  turbine  shaft.  When  common 
bus  excitation  is  used  this  bus  should  not 
be  used  for  the  supply  of  auxiliaries,  or  for 
working  electrically-operated  switches  in  a 
plant  where  continuity  of  service  is  essential, 
since  troubles  on  the  auxiliaries  or  on  the  bus 
may  affect  the  excitation,  and  vice  versa — 
because  in  case  of  short-circuit  on  the  alter- 
nator high  voltage  may  be  induced  in  the  field 
circuits  which  may  affect  the  control  circuits. 


EDITORIAL 


559 


SPEED  AND  POWER-FACTOR  CONTROL  OF  LARGE 
INDUCTION  MOTORS 


In  the  early  days  of  electric  power  trans- 
mission the  motor  problem  and  the  generator 
problem  were  the  same,  and  the  universal 
answer  to  both  was  the  d-c.  commutator 
machine,  whose  voltage  control  as  generator 
and  whose  speed  control  as  motor  could  be 
economically  attained  with  a  field  rheostat. 
But  the  transmission  problem  demanding 
small  currents  and  their  accompanying  high 
voltages,  and  the  generation  and  utilization 
problem  demanding  low  voltage,  forced  the 
development  and  almost  universal  use  of 
the  constant-voltage  constant-frequency  poly- 
phase a-c.  system.  Then  came  the  polyphase 
induction  motor — rugged,  simple,  efficient, 
with  high  starting  torque  (especially  when 
used  with  external  resistance  and  wound  rotor) 
and  low  starting  current,  well  nigh  perfect 
except  for  two  characteristics,  viz. :  for  its 
excitation  the  line  has  to  furnish  magnetizing 
current ;  and  it  has  but  one  economical  speed, 
and  more  serious  still,  one  stable  speed,  syn- 
chronism, which  it  approximates  either  loaded 
or  light. 

The.se  limitations  have  not  overcome  its 
advantages,  and  therefore  the  induction 
motor  has  had  a  marvelous  growth  in  size 
and  numbers.  But  the  recent  attention  that 
has  been  given  the  indirect  costs  of  poor 
power-factor  has  brought  one  of  these  dis- 
advantages to  the  foreground,  while  the 
urgent  need  of  varying  the  speed  of  many 
large  induction  motor  units  (especially  in 
rolling  mills)  which  are  supplied  with  a-c. 
power  has  kept  the  problem  of  speed  control 
of  large  induction  motors  in  a  prominent 
position  pending  a  satisfactory  solution. 

For  the  solution  of  the  latter  numerous 
schemes  have  been  advanced,  but  so  far  only 
two  liave  assumed  any  real  commercial 
importance,  aside  from  the  arrangements 
which  may  be  classed  as  multi-speed  motors 
where  two  or  more  motors  of  different  speeds 
are  combined  in  one  mechanical  structure. 
One  of  the  schemes  involves  the  conversion 
of  the  slip  ring  energy  of  the  induction  motor 
into  mechanical  power  by  means  of  a  rotary 
and  d-c.  motor,  and  is  somewhat  loosely 
called  the  "  Kraemer"  system.  The  other 
involves  the  conversion  of  the  slip  ring  energy 
into  mechanical  power  by  a  polyphase  a-c. 
commutator  machine,  and  is  commonly 
called  the  "Scherbius"  svstem. 


Thus,  in  order  to  regulate  the  speed 
economically,  recourse  is  had  again  to  the 
commutator.  Why'  In  the  synchronous 
machine,  there  is  a  relation  of  proportionaUty 
between  speed  and  voltage;  but  speed  and 
frequency  are  also  in  fixed  proportion,  so 
that  to  vary  the  speed  by  merely  changing 
the  field  strength  is  not  possible,  and  the 
attempt  to  do  it  results  in  magnetization  or 
de-magnetization  by  wattless  current  from 
the  line.  In  induction  machines,  the  speed 
can  be  varied  independently  of  primary 
voltage  and  frequency  if  voltages  are  intro- 
duced into  the  secondary  at  slip  frequency. 
Secondary  resistance  drop  can  thus  be  used 
to  reduce  the  speed,  but  this  gives  poor 
efficiency  and  unstable  speed. 

Only  in  commutator  machines  can  be  had 
frequencies  capable  of  changing  without  a 
change  in  speed,  and  vice  versa;  and  by  placing 
the  commutator  machines  in  the  secondary 
circuit  of  the  induction  motor  to  be  regulated, 
the  commutator  machines  can  be  made  of 
reduced  capacities,  and  if  desired,  can  be 
removed  from  the  main  motor,  as  con- 
trasted to  placing  the  commutator  on  the 
main  driving  machine.  This  of  course  vastly 
simplifies  the  design  problem,  cheapens  the 
drive,  and  increases  its  dependability.  In 
the  Kraemer  system  the  rotary  converter 
speed  is  of  course  determined  by  the  slip 
frequency,  but  in  this  case  the  desired  varia- 
tion between  slip  frequency  and  speed  is 
between  slip  frequency  and  the  speed  of  the 
d-c.  regulating  motor.  As  so  far  developed 
commercially,  the  Kraemer  or  "rotary 
converter"  system  regulates  the  speed  only 
below  synchronism,  so  that  the  motor  may 
be  operated  without  the  auxiliaries  only  at 
its  top  speed.  This  also  characterizes  the 
Scherbius  system  as  built  in  Europe  and 
as  first  built  in  the  United  States.  John  I. 
Hull,  who  is  the  author  of  an  article  on  the 
subject  in  this  issue,  has  however  developed 
this  system  to  a  point  where  it  is  possible  to 
regulate  the  induction  motor  above  as  well 
as  below  its  synchronous  speed,  so  that  the 
normal  speed  of  the  motor  lies  in  a  much 
used  part  of  the  speed  range,  permitting  the 
regulating  set  to  be  shut  down  and  its  wear 
and  losses  avoided  during  a  great  number 
of  operations.  Clearly  this  affords  many 
operating  advantages,  while  decreasing  the 
size  of  the  auxiliaries  and  increasing  the 
overall  efficiency. 


560     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


Temperatures  in  Large  Alternating-current 

Generators 

By  W.  J.  Foster 

Alterxatixg-currext  Exgixeerixg  Departmext,  Gexeral  Electric  Company 

When  solving  the  temperature  problems  that  arise  in  the  design  of  large  alternating-current  generators, 
the  first  factor  to  be  considered  is  the  relationship  between  the  space  occupied  by  the  object  and  the  total 
heat  losses  to  be  dissipated.  Other  factors  are  those  of  the  heat  density  and  thermal  conductivity  of  the  various 
materials  and  the  construction  employed.  In  the  following  article,  which  was  delivered  as  a  paper  at  the 
annual  Convention  of  the  A.  I.  E.  E.  June  29-July  2,  the  author  calls  particular  attention  to  certain  advantages 
to  be  gained  by  reversing  the  present  usual  practice  of  ventilating  large  hydro-electric  generators  by  taking 
in  air  directly  from  the  generator  room  and  piping  it  out  of  doors  or  to  some  point  in  the  building  remote 
from  the  generators. — Editor. 


What  shall  be  considered  a  large  generator; 
5000,  10,000,  15,000.  or  20,000  kv-a.  ?  Shall  it 
be  the  rating  alone  that  is  considered,  or  shall 
we  take  such  factors  as  speed  into  account  ? 

Undoubtedly,  a  large  proportion  of  the 
general  public  think  of  a  large  machine  as  one 
that  occupies  a  large  space  compared  with 
other  machines  used  for  the  same  purpose. 
They  judge  largeness  by  physical  dimensions 
alone.  At  the  same  time,  it  is  safe  to  say  the 
more  intelligent  of  the  general  public  think  of 
size  in  terms  of  the  work  that  can  be  done. 
Probably  a  machine  of  10,000  kw.  or  more  is 
regarded  by  them  as  a  large  machine.  To  the 
engineer,  largeness  involves  the  difficulties 
inherent  in  design  and  construction.  A 
1000-kv-a.,  10,000-cycle  alternator  is  a  large 
one;  a  5000-kv-a.  generator  of  3(500  r.p.m.  is 
large.  Considered  strictly  with  reference  to 
the  temperature  problem,  the  engineer  would 
hardly  consider  a  20,000  kv-a.  generator  a 
large  one  if  the  periodicity  and  potential  were 
those  in  regular  commercial  use  and  the  speed 
were  100  r.p.m.  or  thereabouts.  However,  for 
the  purpose  of  this  article  we  will  consider  a 
20,000-kv-a.  machine  as  large. 

There  are  two  principal  factors  in  the  tem- 
perature problem  in  even,-  case;  first,  the 
total  losses  or  the  amount  of  heat  energy  to 
to  be  disposed  of  and  its  concentration;  and, 
second,  the  means  that  can  be  provided  for 
dissipating  the  heat  in  such  a  manner  as  not 
to  cause  damage  to  any  part  of  the  machine. 
The  problem  may  be  attacked  along  the  lines 
of  reduction  of  losses  or  of  devising  such  con- 
structions that  the  heat  may  be  more  eflfec- 
tively  dissipated. 

In  a  rotating  dynamo-electric  machine 
three  sources  of  heat  are  always  involved; 
first,  hysteretic  lo.sses  in  the  magnetic  ma- 
terial ;  second,  the  resistance  to  flow  of  current 
losses  in  the  windings;  and,  third,  the  fric- 
tional  losses  in  the  bearings  and  the  windage. 


The  first  two  are  electrical  in  their  nature; 
the  last  is  mechanical. 

Combined  with  hysteresis  losses  in  the 
magnetic  material  are  more  or  less  eddy  cur- 
rent losses.  The  total  losses  in  the  magnetic 
material  are  dependent  upon  such  factors  as 
the  degree  of  lamination  employed,  the 
character  of  the  insidation  between  lamina- 
tions, the  amount  of  pressure  employed  in 
clamping  the  cores,  as  well  as  the  character 
of  the  steel  employed.  In  like  manner,  the 
resistance  losses  in  the  copper  are  frequently 
accompanied  by  eddy  current  losses,  the 
amount  of  which  is  dependent  upon  such 
factors  as  the  stranding  of  the  conductor,  the 
pitch  of  the  winding,  and  the  arrangement  of 
the  turns.  The  windage  losses,  or  the  losses 
that  result  from  either  the  fan  action  of 
the  rotating  parts  or  from  the  disk  action  or 
rubbing  of  a  re\-oh-ing  body  on  the  surround- 
ing air,  are  dependent  upon  the  peripheral 
speed  and  the  details  of  design  of  the  parts 
that  are  producing  fan  action. 

In  considering  the  temperattu-e  problem, 
the  first  and  most  fundamental  consideration 
is  the  relation  of  the  space  occupied  by  the 
object  to  the  total  heat  losses  to  be  dissipated. 
A  20,000-kv-a.,  100-r.p.m.  machine  compared 
with  one  of  the  same  output  at  ISOO  r.  p.m., 
has  its  losses  generated  in  a  space  eight  times 
as  great  in  terms  of  cubical  space  occupied,  or 
appro.ximately  two  tintes  in  the  projected 
area  occupied.  We  may  well  think  of  the 
temperature  problem  in  terms  of  heat  losses 
to  space  occupied.  Below  a  certain  value  of 
this  constant  it  is  absurd  to  use  ventilation 
housings,  no  matter  how  great  the  rating  of 
the  machine,  as  such  housings  have  the  effect 
of  preventing  the  natural  means  of  heat  dissi- 
pation; viz.,  convection  and  radiation,  and 
ventilation  housings  in  such  cases  result  in- 
higher  temperatures,  unless  forced  draft  is 
provided,  which  results  in  a  decrease  in  the 


TEMPERATURES  IN  LARGE  ALTERNATING-CURRENT  GENERATORS      5G1 


efficiency  of  the  unit  and  can  be  justified 
only  on  the  score  of  reduction  of  noise  or 
some  similar  reason. 

Second  in  importance  to  the  space  factor 
comes  the  heat  density  factor.  By  this  we 
mean  the  quantity  of  heat  energy  passing 
through  a  unit  area  of  material. 

The  third  factor  is  the  thermal  conductiv- 
ity of  the  various  materials;  a  factor  which 
depends  not  only  upon  the  thermal  properties 
per  se  of  the  materials  but  also  upon  the  man- 
ner in  which  the  materials  are  put  together. 

Classificatioft  of  Machines  with  Respect  to  Ventila- 
tion 

Attempts  have  been  made  to  standardize 
various  classes  of  machines  with  respect  to 
ventilation,  but  the  writer  thinks  it  safe  to 
say  that  nothing  yet  has  been  suggested 
which  appeals  to  engineers  in  general  as 
entirely  satisfactory.  Possibly  it  is  desirable 
to  have  a  large  number  of  classes  of  machines 
to  fill  in  the  gap  between  the  extremes  of  the 
lowest  speed  small  capacity  machine  that 
requires  no  special  provision  and  may  be  said 
to  depend  upon  natural  ventilation  alone, 
and  the  highest  speed  machine  that  requires 
the  most  careful  artificial  ventilation.  It  is 
difficult  to  classify  the  types  that  have  al- 
ready been  developed  to  fill  in  this  gap  as  they 
blend  into  one  another. 

The  points  to  be  kept  in  mind  in  the  design 
and  construction  of  machines  in  general,  not 
particularly  those  standing  at  the  extreme 
ends,  are:  first,  the  obtaining  of  a  supply  of 
cooling  air  from  a  region  well  removed  from 
the  space  into  which  the  outlet  air  is  dis- 
charged; second,  the  placing  of  barriers  or 
bafflers  to  assist  the  flow  of  air  and  to  prevent 
re-circulation;  third,  the  providing  of  ample 
cross  section  in  all  parts  of  the  paths  of  flow 
of  cooling  air  and  the  avoidance  of  sharp  con- 
trasts in  the  cross-sectional  area  of  the  paths, 
especially  the  avoidance  at  any  point  of 
greatly  reduced  cross-section  that  would  in- 
troduce great  resistance;  and,  fourth,  the 
avoidance  of  "churning  of  air,"  or  internal 
circulations,  which  are  often  hard  to  prevent 
by  reason  of  the  irregular  shapes  of  the  dif- 
ferent parts  of  the  machine. 

Closed  and  Semi-closed  Ventilated  Machines 

In  almost  all  large  generators,  whether 
hydraulic  or  steam  turbine,  it  is  necessary 
either  to  pipe  air  to  the  machine  or  away 
from  it,  or  both  to  and  away  from  it.  Prob- 
ably the  most  common  practice  is  to  pipe  air 
to  the  machines,  allowing  it  to  escape  through 


the  stator  frame  into  the  dynamo  room,  the 
escape  often  being  arranged  so  as  to  be  up- 
wards, which  is  preferable  on  account  of  the 
greater  comfort  to  the  operators,  the  reduc- 
tion in  noise  and  the  slight  reduction  in  tem- 
perature obtained  by  the  lower  temperature 
of  the  air  immediately  around  the  machine. 

The  writer  wishes  to  call  attention  to  cer- 
tain advantages  that  would  result  in  reversing 
the  common  practice  of  the  present  time,  in 
the  ventilation  of  large  generators  in  hydraulic 
units,  and  to  take  the  air  in  directly  from  the 
room  and  pipe  it  away  either  to  some  point  in 
the  building  removed  from  the  machine  or  to 
out  of  doors.  The  advantages  of  this  arrange- 
ment have  already  appealed  strongly  to  the 
operators  of  some  of  the  largest  hydraulic 
generators,  and  such  a  system  is  now  in  use 
in  a  few  plants.  It  is  a  much  simpler  matter 
to  draw  air  into  the  rotor  direct  from  the 
room  at  the  two  ends  of  the  generator  than  to 
provide  the  necessary  space  for  the  air  con- 
duits and  the  housings  required  either  at  the 
one  end  or  the  two  ends,  which  almost  in- 
variably involve  greater  distance  between 
bearings  and,  consequently,  an  increase  in 
both  the  diameter  and  length  of  the  shaft  and 
corresponding  parts.  A  great  advantage  of 
the  scheme  of  piping  air  away  is  the  more 
comfortable  temperature  of  the  dynamo  room 
in  hot  weather.  It  is  never  necessary  to  be 
in  an  atmosphere  of  higher  temperature  than 
that  existing  out  of  doors,  whereas,  in  case  of 
the  more  common  practice,  the  air  surround- 
ing the  machine  has  its  temperature  raised 
several  degrees  above  that  of  out  of  doors, 
due  to  the  heat  that  has  been  added  to  it 
when  passing  through  the  machine. 

Water  Cooling 

Water  is  an  ideal  agent  for  cooling  purposes. 
At  first  thought  it  seems  strange  that  it  has 
not  been  made  greater  use  of  in  removing 
heat  from  large  machines.  A  small  quan- 
tity of  water,  on  account  of  its  high  specific 
capacity,  would  suffice  to  remove  heat  from 
a  large  generator,  but  the  difficulty  is  in  ar- 
ranging jackets  that  will  prove  safe  and 
can  be  located  in  close  enough  proximity 
to  the  parts  in  which  the  losses  are  generated 
to  remove  such  losses  without  a  considerable 
drop  in  temperature  through  the  intervening 
walls  of  material.  It  is  apparent  at  once  that 
water-cooling  is  much  better  adapted  to  the 
stationary  than  to  the  revolving  parts. 
While  it  is  possible  to  arrange  for  a  flow  of 
water  through  the  revolving  parts,  it  is 
probably  not  possible  to  so  arrange  the  flow  of 


562     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


water  as  to  cool  the  surfaces  where  most 
of  the  heat  is  generated.  Hence,  a  system  of 
water-cooling  would  be  dependent  upon  the 
joint  action  of  air-cooling  and  would  require 
a  design  that  would  re-circulate  the  air  sur- 
rounding the  rotor  in  such  manner  as  to  most 


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1 

1 

r  '  I  1  1  ■  1  ; 

, 

1 

zoo 

ISO 
100 

so 


6000         8000         lOOOO        12000         I4O00        16000        ISOOO 

7000  9000  IIOOO       13000         ISOOO        17000 

Peiiflhtrol  Helocit4f  •  Feet  ptr  Minutf 

Fig.  1.    Losses  and  Efificiencies  as  AflFected  by  Choice  of  Diameter 

for  a  20,000-kv-a..  11.000-volt.  Three-phase.  360-r.p.m., 

60-cycle,0.8-power-factor.  Two-bearing  Generator 


effectively  carry  the  heat  from  the  surfaces  of 
the  rotor  to  the  surfaces  of  the  water  piping 
in  the  stator.  Another  objection  is  the  danger 
of  injuring  a  machine  in  case  the  water  cir- 
culating system  becomes  leaky.  Still  another 
is  the  danger  of  too  great  an  accumulation  of 
dampness  due  to  condensation,  at  certain 
times,  of  the  moisture  in  the  air  on  the  water- 
cooled  parts.  It  is  doubtful  whether  water- 
cooling  can  ever  be  a  competitor  of  air-cooling 
in  dynamo  electric  machines. 

Peripheral  Speed  of  Rotor 

It  is  possible  that  the  electrical  advantage 
of  higher  peripheral  speed  in  almost  all  de- 
signs of  large  generators  is  not  fully  appre- 
ciated by  many  designers  themselves.  The 
losses  in  both  the  iron  and  the  copper  are 
almost  universally  less  at  the  higher  periph- 
eral speed  in  any  practical  problem.  As- 
suming the  same  characteristics  electrically 
in  all  respects,  such  as  saturation  cur\^e, 
armature  reaction  per  unit  pitch,  etc..  the 
losses  in  the  armature  teeth  are  less  at  the 
higher  peripheral  speed.  They  are  exactly 
inversely  as  the  peripheral  speed,  while  the 
core  losses  proper  remain  practically  constant. 


Copper  losses  in  both  armature  and  field  are 
less  at  the  higher  peripheral  speed,  unless 
the  speed  is  carried  to  an  absurd  limit.  The 
windage  losses  will  be  increased.  Hence, 
considered  electrically,  the  most  efficient 
design  will  be  that  where  the  windage  losses 
begin  to  increase  so  rapidly  as  to  offset  the 
combined  reduced  losses  of  core  and  windings. 
For  the  purpose  of  illustration,  the  cur\-es  in 
Fig.  1  have  been  worked  out  for  a  20,000-kv-a., 
60-cycle,  360-r.p.m.,  3-phase.  11,000-volt 
generator  at  peripheral  speeds  var\4ng  from 
(iOOO  to  18,000  feet  per  minute. 

The  variation  in  the  segregated  losses,  as 
affected  by  different  rotative  speeds,  is  illus- 
trated by  the  curves  added  in  Fig.  2  which 
show  such  losses  for  20,000-kv-a.  generators 
throughout  the  range  100  to  600  r.p.m.  It 
should  be  understood  that  these  generators 
are  designed  with  identical  electrical  char- 
acteristics and  have  the  same  temperature 
rises;  viz.,  those  corresponding  to  the  A.I.E.E. 
Standard  for  Class  "A"  insulation.  They 
are  what  the  writer  considers  normal  in  de- 
sign for  the  output  at  the  several  speeds. 


■^100 

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Rtr otut  ions  ptrAfint/t* 

Fig.  2.     Losses  and  Efficiencies  as  Related  to  Rotative  Speed  of 

a     20.000-kv-a,.     10.000-volt,     Three-phase,     60-cycle, 

0.8-power-faclor  Generator  for  Speeds  from 

too    to  600   r.pm. 


The  lOO-r.p.m.  generator  has  a  peripheral 
velocity  of  about  7.")00  ft.  per  niin.;  the  tiOO- 
r.p.m..  l.>,00()  ft.  per  min.  The  first  has  its 
losses  generated  in  a  space  of  approximately 
2200  cubic  feet,  the  last  in  approximately 
,)50  cubic  feet.     The  total  losses  of  the  first 


TEMPERATURES  IN  LARGE  ALTERNATING-CURRENT  GENERATORS      563 


arc  (i20  k\v.,  or  270  watts  per  cubic  foot  of 
space  occupied;  of  the  last,  495  kw.,  or  900 
watts  per  cubic  foot  of  space  occupied. 
Hence,  the  ventilation  problem  is  quite  dif- 
ferent in  the  two  cases.  The  first  might  be  of 
the  open  type,  drawing  its  ventilating  air 
from  the  room  and  returning  it  directly  to 
the  room;  the  last  must  be  enclosed,  prefer- 
ably totally  enclosed. 

Ventilation  Ducts  in  Armature  Cores 

The  common  practice  for  ventilating  anria- 
tures  is  to  provide  at  short  intervals  in  the  lam- 
inated core,  a  narrow  passage,  usually  %  in. 
or  3^  in.,  for  the  air  to  be  driven  through 
radially  by  the  fan  action  of  the  rotor,  or  in 
special  cases  by  an  external  fan.  The  flow  of 
air  is  in  any  special  case  dependent  upon  the 
details  of  construction,  such  as  the  character 
of  the  space  blocks,  how  these  are  located 
with  respect  to  the  coils  in  the  slot ;  the  niceties 
introduced  at  the  entrance  from  the  airgap 
in  the  way  of  treatment  of  the  retaining 
wedges  of  the  windings,  the  exact  location  of 
the  end  of  the  spacers,  etc. 

Good  results  are  usually  obtained  by  having 
a  ventilating  duct  about  every  two  inches. 

Theoretical  Temperature  /?i\se 


t^   SO 


zs 

3000 

Zzooo 


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ifi 

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^ 

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l/filnrif-ii 

of  A/ra 
to  ^>r  n 

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/ct 

iv. 

inimii 


Fig.  3.      Ventilation  of  Stator  Core  Having  Ducts  Equally 

Spaced  and  the  Air  Admitted  at  the  Two 

Ends  of  the  Air  Gap 

the  most  efficient  spacing  being  dependent 
upon  such  factors  as  the  radial  depth  of  the 
core,  the  length  of  the  core,  and  the  pressure 
of  the  cooling  air.  In  long  cores  the  spac- 
ing may  be  graded  and  the  sections  of  core  at 
the  middle  made  smaller  than  at  the  ends. 


There  are  two  reasons  for  this  arrangement; 
first,  some  of  the  heat  at  the  ends  travels  to 
the  head  of  the  core  where  the  cooling  con- 
ditions are  usually  good  and,  second,  the 
ventilating  air  gathers  up  heat  as  it  passes  in 
from  the  head  towards  the  middle  and  hence 


gv    3-0 

IS 
3000 

«,  zooo 
1000 


Theoretical  Temperature  Rise 
of  IVinding  in  Slots 


> 

rn 

kP 

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~ 

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r 

.. 

- 

~ 

= 

r: 

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■" 

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s 

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of  Venti/atinQ  Air 

^ 

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^ 

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- 

^ 

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^ 

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ve/outf^  of  Air  at 

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entrance  to  Air  Oucts 

L 

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DfflDOQ 


D 


f^Qtor  (Re¥o/¥ing  riefdj 


DDDQDDliiraDD 


Fig.  4.      Ventilation  of  Stator  Core  Having  Ducts  Unequally 

Spaced^and  the  Air  Admitted  at  the  Two 

Ends  of  the  Air  Gap 


is  not  as  good  a  cooling  medium  when  it  enters 
the  ventilation  duct  as  the  air  in  the  ducts 
nearer  the  head.  When  fans  are  mounted  at 
the  two  heads  of  the  rotor  and  end  housings 
are  placed  on  the  stater  so  as  to  establish  a 
good  air  pressure,  the  pressure  in  the  ventilat- 
ing ducts  increases  from  the  head  to  the 
middle.  Hence,  the  quantity  of  air  passing 
through  is  greatest  in  the  duct  at  the  middle, 
decreasing  toward  the  heads.  The  curve  in 
Fig.  3,  entitled  "Velocity  of  air  at  entrance 
to  air  duct,"  was  plotted  from  air  pressure 
readings  made  on  a  large  turbo-generator 
with  equally  spaced  ventilating  ducts.  The 
other  curves  were  determined  from  a  con- 
sideration of  the  heat  dissipation  problem. 
In  like  manner.  Fig.  4  shows  curves  for  a  later 
turbo-generator  with  stator  core  sectionalized 
in  such  a  manner  as  to  equalize  the  tempera- 
tures throughout  the  length  of  the  core. 

Giving  Direction  to  Cooling  Air 

It  is  quite  wonderful  what  improvements 
are  sometimes  accomplished  in  cooling  ma- 
chines by  very  simple  expedients.  Sometimes 
it  is  advisable  to  arrange  a  machine  so  that 
it  is  obliged  to  take  all  of  the  cooling  air  in 


564     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  7 


at  one  end  and  to  discharge  it  at  the  other. 
This,  as  a  rule,  is  especially  helpful  to  the  rotor. 
But,  in  general,  machines  arranged  with 
a  radial  system  of  air  ducts  through  the  core 
should  draw  the  air  in  equally  from  both  ends. 
Often  a  machine  that  seems  at  a  casual  glance 


HO 

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as         10         IS         it)         zs        it         iS 
Time-Hourz 

Fig.  5.     Time  Required  to  Reach  Constant  Temperature  in  an 
18,750-kva.,  11,000-volt,  Three-phase,  60-cycle.  Cylindri- 
cal-rotor Generator  Operating  at  Overload 
as  a  Synchronous  Condenser 

to  be  sjTnmetrical  as  to  the  two  ends  proves 
to  be  a  surprise  in  taking  practically  all  its 
air  from  one  end.  In  such  case,  little,  if  any, 
air  passes  outward  through  the  radial  air 
vents;  in  fact,  sometimes  the  air  will  pass 
inwards  in  some  of  the  vents.  The  remedy 
is  usually  ver>'  simple;  any  little  barrier  in- 
terposed in  the  path  of  the  axial  flow  will 
restore  the  desired  circulation  and  often  re- 
duce the  temperature  several  degrees. 

The  poles  themselves  act  as  fan  blades  on 
the  rotors  of  many  salient  pole  generators, 
and  no  fans  or  fins  for  additional  fan  effect 
are  required.  It  may  not  be  generally  known 
that  even  in  cases  where  carefully  designed 
fans  similar  to  those  used  in  large  cylindrical 
rotor  turbo-generators  are  employed,  the 
poles  themselves  contribute  more  to  the 
blower  action  than  the  fans.  The  problem  of 
ventilation  in  salient  pole  machines  is  more 
complicated  than  in  cylindrical  rotor  ma- 
chines, where  the  blower  action  is  more 
largely  due  to  fans  designed  for  the  purpose. 

Heat  Flow 

The  most  efficient  ventilation  of  a  large 
electric  generator  requires  circulation  of  the 
cooling  air  in  such  manner  as  to  bring  it  in 
contact  with  large  surfaces  of  the  solid  mate- 
rials in  which  heat  is  being  generated  and  close 
to  the  sources  of  the  heat  generation. 

The  heat  resistance  of  the  various  materials 
entering  into  the  construction,  such  as  copper. 


magnetic  steels,  and  various  insulating  mate- 
rials, is  quite  well  known. 

An  analysis  of  heat  flow  in  a  30,000-lc\--a. 
generator  from  the  inside  of  an  armature 
coil  at  the  middle  point  of  the  core  to  the 
ambient  cooling  air  is  as  given  in  Table  I 
for  the  following  four  designs: 

(a)  4000-volt  mica-insulated  coils  to  with- 
stand A.I.E.E.  high-potential  tests. 

(b)  11,000-volt  mica-insulated  coils  to 
withstand  A.I.E.E.  high-potential  tests. 

(c)  11,000-volt  mica-insulated  coils  with 
copper  density  same  as  in  4000-volt 
design. 

(d)  11,000-volt  mica-insulated  coils  to 
withstand  high-potential  test  of  three 
times  normal,  instead  of  two  times  plus 
1000  volts  (A.I.E.E.  Standard),  with 
coils  of  same  external  dimensions  as 
those  of  (b),  so  as  to  be  assembled  in 
the  same  slots. 

TABLE  I 


TEMPERATURE  DROP  IN  DECREES  C. 


Coil  Design 

(») 

(b) 

(c)    1    (d) 

Drop  through  insulation. 

Drop  through  core 

Drop  at  surface 

Drop  in  cooling  air 

21 

6 

16 

15 

30 

4 

11 

15 

48         67 

6           5 

16          14 

15          15 

Total  drop 

58 

60 

85       101 

Heat  Storage 

Heat  storage  must  be  reckoned  with  when 
ratings  for  intermittent  loads  are  to  be  given 
to  a  generator;  but  for  continuous  load  ser\-ice, 
as  in  nearly  all  large  commercial  generators, 
the  heat  capacity  properties  are  chiefly  of 
scientific  interest,  except  when  the  duration 
of  heat  runs  in  acceptance  tests  is  under  con- 
sideration. Fig.  5  shows  cur\-es  of  time  re- 
quired to  reach  constant  temperature,  in  the 
case  of  an  lS,750-lc\--a.  turbo-generator  at 
overload  corresponding  to  about  20,000  kv-a., 
which  may  be  taken  as  typical  of  the  mod- 
em large  cylindrical  rotor  generator.  This 
set  of  curves  represents  three  runs  under 
widely  different  conditions.  The  cur\-es, 
"Field  winding"  and  Armature  winding," 
were  determined  in  the  same  run.  The 
curve.  "  Uncxcited"  shows  the  rate  of  temper- 
ature rise  when  the  heat  is  generated  by 
windage  alone,  as  measured  by  detectors 
embedded  in  the  armature  slots.  The  cur\-e. 
"Excited  to  normal  volts,"  shows  the  rate  of 
rise  measured  in  the  same  manner,  when  the 
heat  is  that  of  core  losses  on  open  circuit  in  ad- 
dition to  the  windage.     Fig.  6  gives  cur^•es 


TEMPERATURES  IN  LARGE  ALTERNATING-CURRENT  GENERATORS      565 


of  temperature  rise  in  a  single  run  on  a  salient 
pole  generator.  Comparing  the  two  sets  of 
curves,  it  is  interesting  to  note  the  quicker 
rise  in  the  field  winding  of  the  salient  pole 
machine,  where  nearly  all  the  heat  passes 
directly  into  the  cooling  air  from  the  surface 
of  the  bare  copper,  over  that  of  the  cylindrical 
rotor  machine  where  the  field  winding  of  each 
pole  consists  of  several  coils  embedded  in  slots 
in  the  magnetic  material. 

High  vs.  Low  Temperature  Generators 

Undoubtedly  any  machine,  electric  genera- 
tor or  strictly  mechanical  machine,  such  as 
the  steam  turbine,  would  be  better  off  if  it 
could  always  maintain  the  same  temperature 
in  all  its  parts.  A  rise  of  temperature  beyond 
certain  limits,  repeated  often  enough,  results 
in  deterioration  in  most  electric  generators. 
This  is  due  primarily  to  an  effect  of  heat  that 
is  mechanical  in  its  nature;  viz.,  a  change  in 
size.  Much  can  be  done  to  minimize  the  dele- 
terious effects  of  change  in  size  of  the  various 
parts  by  introducing  constructions  in  detail 
parts  that  automatically  adjust  for  changing 
size.  But  it  is  extremely  difficult  in  certain 
parts  to  protect  materials  of  quite  frail  me- 
chanical nature,  like  many  insulations,  from 
the  effects  of  change  in  compression  or  what 
is  more  serious,  shght  movements  of  different 
degree  in  different  places.  Looked  at  in  this 
way,  it  is  desirable  to  have  a  generator  of  low 
temperature  rise.  But  it  is  not  always  con- 
venient or  possible  to  build  low  temperature 
generators  if  machines  are  to  be  produced 
equal  in  capacity  to  prime  movers.  Further- 
more, high  temperature  machines  are  justified 
in  cases  where  increased  efficiency  or  lower 
cost  will  more  than  offset  the  shorter  life. 

With  reference  to  relative  efficiency  and 
cost,  it  is  quite  apparent  that  the  high  tempera- 
ture machine  has  the  advantage  in  the  case 
of  a  generator  whose  insulations  are  suitable 
for  the  higher  temperature,  and  whose  effi- 
ciency is  still  rising  with  increase  of  load,  as  in 
most  alternating-current  generators,  and  whose 
cost  is  only  slightly  increased  by  enlarging  the 
shaft  and  other  mechanical  parts  involved. 

It  may  be  laid  down,  as  a  rule,  that  the 
high  temperature  machine  costs  less,  but  it 
must  not  be  taken  for  granted  that  its  effi- 
ciency is  better.  In  fact,  most  of  the  lower 
speed  machines  of  low  temperature  rise  have 
better  efficiency  than  corresponding  machines 
of  high  temperature,  unless  the  designer  has 
been  grossly  careless  in  taking  care  of  the 
ventilation  of  the  former. 

It  is  possible  to  design  most  machines  for 
low  temperature  rise  without  great  additional 


cost,  and  to  have  decidedly  better  efficiency. 
This  condition  obtains  especially  in  connec- 
tion with  large  salient  pole  generators  of  low 
speed  and  low  or  medium  potentials.  As  a 
rule,  machines  of  this  class,  designed  for  50 
deg.  C.  rise,  permit  of  decided  increases  in 


(,0 







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30 

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Time  -Hours 

Fig.  6.     Time  Required  to  Reach  Constant  Temperature  in  a 

12,500  kv-a,    22,000-volt,    50-cycle    Synchronous 

Condenser  Having  a  Salient  Pole  Rotor 


the  amount  of  copper  in  both  armature  and 
field  without  any  change  except  slightly 
larger  slots  in  the  armature.  In  addition,  a 
higher  grade  of  magnetic  steel  may  be  used 
than  that  called  for  by  temperature  con- 
siderations. Often  one  per  cent  in  efficiency 
at  full  load  may  be  gained  at  an  increase  in 
cost  of  10  to  15  per  cent.  In  other  cases  as 
much  as  Yi  per  cent  efficiency  can  be  gained. 
The  resulting  generators  may  have  only  35 
or  40  deg.  C.  rise  at  rated  load. 

Possibly  the  author  is  on  dangerous  ground 
in  discussing  the  advantages  of  generators 
that  do  not  conform  to  the  Standardization 
Rules  of  the  A.I.E.E.  However,  it  is  not 
for  a  moment  his  intention  to  reflect  in  the 
slightest  on  the  standards  that  have  been  set, 
but  he  wishes  to  point  out  gains  to  the  user 
to  be  had  by  following  along  more  conserva- 
tive lines  in  certain  cases.  Again,  he  realizes 
the  possibility  of  trouble  to  himself  and  his 
ilk  from  urgent  requests  that  may  be  in  store 
from  buyers  of  generators,  when  generators 
are  under  consideration  that  cannot  economi- 
cally be  built  for  temperatures  below  the 
Standards  of  the  A.I.E.E.  in  the  high  and 
low  temperature  classes.  It  is  well  to  add 
that  designing  certain  sizes  for  low  temper- 
atures, where  only  slight  gain  or  no  gain 
whatever  in  efficiency  results,  often  involves 
hardship  and  results  in  certain  risks  being 
taken  that  are  wholly  unjustified. 


3(36     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No. 


Exciters  and  Systems  of  Excitation 

By  H.  R.  SUMMERHAYES 

Engineering  Department,  General  Electric  Company 

The  continuity  of  service  rendered  by  a  generating  station  is  directly  affected  by  the  reliability  of  its 
excitation  system.  Therefore,  in  the  selection  of  a  system,  first  cost  and  economy  of  operation  are  of  lesser 
importance.  In  the  following  article,  which  was  read  as  a  paper  at  the  annual  convention  of  the  A.I.E.E. 
June  29  to  July  2,  systems  of  excitation  are  grouped  and  discussed  as  common  excitation  plants  and  as 
individual  exciters.  In  addition  to  a  comparison  of  these  two  systems  and  a  comparison  of  shunt,  compound, 
and  commutating-pole  exciters,  there  is  included  a  discussion  of  such  related  factors  as:  method  of  exciter 
drive,  voltage,  rheostats,  field  switches,  batteries,  voltage  regulators,  and  station  auxiliaries. — Editor. 


In  laying  out  the  excitation  system  for  the 
generators  of  a  central  power  station  the 
primary  requirement  is  reliability;  that  is, 
continuity  of  serv'ice.  First  cost  and  economy 
in  operation  are  secondary,  but,  nevertheless, 
must  be  given  consideration. 

To  meet  the  first  requirement : 

(1)  The  exciters  should  be  machines  of 
good  design  and  liberal  size. 

(2)  The  method  of  drive  should  be  reliable. 

(3)  All  electrical  connections  and  %viring 
should  be  as  short  and  simple  as  pos- 
sible, and  located  and  supported  so  as 
to  be  safe  from  external  injury. 

(4)  The  method  of  control  should  be 
simple  and  reliable,  and  the  operation 
convenient. 

(,))  Resen-e  capacity  should  be  supplied 
and  reserve  driving  source. 

The  systems  of  excitation  which  have  been 
used  or  proposed  may  be  divided  into  two 
general  classes: 

(1)  Common  excitation  jilant  (exciters 
operating  in  parallel  on  a  bus  supply- 
ing excitation  to  all  generators). 

(2)  Individual  exciters  (not  operating  in 
parallel). 

The  first  system  was  for  many  years  the 
standard  American  practice  for  both  steam 
and  hydro-electric  plants,  excepting  in  some 
small  plants  where  belted  individual  exciters 
were  commotily  used. 

Euroi)ean  practice,  on  the  other  hand,  has 
shown  a  preference  for  individual  exciters, 
and  in  recent  years  American  practice  has 
tended  toward  their  use,  for  reasons  which 
will  be  discussed. 

One  reason  for  the  American  preference  for 
a  common  excitation  plant  may  have  been 
the  use  of  large  alternators  driven  by  low- 
speed  Corliss  engines,  on  which  it  was  rela- 
tively expensive,  in  cost  and  floor  space,  to 
arrange  for  direct-connected  exciters. 

At  the  same  period,  European  plants  were 
installing    high-speed    vertical    engines,    for 


which  the  exciters  on  account  of  the  high 
speed  were  of  small  dimensions  and  weight 
and  could  readily  be  overhung  on  extended 
^hafts. 

When  steam  turbines  came  into  general 
use,  manufacturers  were  somewhat  unwilling 
to  lengthen  their  shafts  and  to  complicate 
their  problems  of  balance,  expansion,  etc., 
for  the  purpose  of  adding  direct-connected 
exciters,  and  for  vertical  shaft  turbines  there 
was  the  further  objection  that  the  exciter 
would  be  in  an  inaccessible  location.  There 
was  also  the  conservatism  of  power  plant 
engineers  and  the  general  appreciation  of  the 
reliability  of  excitation  afforded  by  ha\nng  a 
battery  floating  on  the  common  excitation  bus. 

It  is  interesting  to  note,  however,  that  of 
the  steam  turbines,  7500  k\--a.  and  over, 
sold  by  one  manufacturer  during  the  last  five 
years,  about  45  per  cent  were  equipped  with 
direct-connected  exciters;  and  of  the  gen- 
erators, 1000  k\'-a.,  and  over  for  watenvheel 
drive,  made  by  the  same  manufacturer,  75 
per  cent  had  direct-connected  exciters. 

Some  of  the  hydro-electric  generators  of 
low  speed  and  large  size  without  direct-con- 
nected exciters  were  equipped  with  individual 
exciters  driven  by  motors. 

COMPARISON   OF   VARIOUS  PLANS  OF 
EXCITATION 
Common  Excitation  Plants 

Common  excitation  plants  in  which  the 
exciters  are  operated  in  parallel  on  a  com- 
mon bus  have  the  advantage,  as  compared 
with  individual  exciters,  that  the  bus  voltage 
is  kept  constant  so  that  a  storage  battery  may 
be  kei)t  floating  on  the  bus  at  all  times  ready 
to  take  up  the  excitation  load  in  case  of  ex- 
citer trouble;  also  that  the  constant  voltage 
exciter  bus  offers  a  source  for  the  supply  of 
lighting,  attxiliaries,  and  sometimes  the  control 
of  electrically  operated  switches.  If  automatic 
voltage  regulators  are  used  directly  on  the 
exciters  this  constant  voltage  is  no  longer 
maintained  and  tliis  advantage  disappears 
unless  a  regulator  is  used  on  a  booster  between 


EXCITKRE  AND  SYSTEMS  OF  EXCITATION 


567 


568     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


the  constant-voltage  exciter  bus  and  a  varying 
voltage  bus  to  which  the  generator  fields  are 
connected.  These  common  excitation  plants 
have  the  disadvantage  that  any  trouble  on 
the  main  exciter  bus  may  cause  a  shut  down 
on  the  entire  generating  station. 


Fig.  5.     Direct-connected  Exciter  Mounted  at  the  Generator 
Bearing  and  Collector  End  of  Shaft 


Individual  Exciters 

In  the  case  of  individual  exciters,  where 
one  exciter  is  supplied  for  each  machine  and 
the  exciters  are  not  normally  operated  in  par- 
allel, trouble  on  one  exciter  circuit  will  affect 
only  one  generator.  The  exciter  circuits  are 
short  and  simple  and  are  not  liable  to  trouble. 

Methods  of  Driving  Exciters 

Whether  the  common  excitation  plant  or 
individual  exciters  are  used,  the  method  of 
drive  is  important. 

For  individual  exciters  usually  only  two 
methods  of  drive  are  used,  namely,  exciters 
directly  connected  to  the  generator  shafts 
and  exciters  driven  by  motors. 

In  the  latter  case  the  motors  may  be  con- 
nected to  the  main  bus  or  preferably  they 
should  be  connected  to  an  auxiliary  bus  sup- 
plied by  an  alternating-current  generator 
driven  by  a  prime  mover.  Transformers  are 
also  furnished,  so  that  the  motors  may  be 
supplied  from  the  main  bus  in  emergency. 
This  method  of  driving  individual  exciters 
is  used  chiefly  for  large  h\'dro-clt.'ctric  plants 
where,  on  accoimt  of  the  low  speed  of  the  ver- 
tical shaft  generators,  direct-connected  ex- 
citers become  too  expensive. 

For  individual  exciters  it  may  be  said  that 
those  which  are  direct  connected  are  prefer- 


able on  account  of  cost,  reliability  of  drive, 
and  shortness  and  simplicity  of  wiring. 

Direct-connected  exciters  large  enough  to 
excite  two  units  are  sometimes  specified.  For 
steam  tiu-bines,  such  large  exciters  may  be 
undesirable  on  account  of  their  weight  and 
size  being  too  great  to  overhang  on  the  ex- 
tended shaft.  The  exciter  drive  should  not  be 
allowed  to  jeopardize  the  continuity  of  opera- 
tion of  the  main  turbo-generator.  For  turbines 
up  to  1800  r.p.m.  direct-connected  exciters  are 
reliable  machines  and  have  given  good  ser^nce 
records.  For  turbines  of  3000  r.p.m.  direct- 
connected  exciters  are  often  used,  but  in  order 
to  obtain  the  best  results  as  to  commutation, 
and  to  make  such  machines  as  reliable  as  those 
of  lower  speed,  great  care  must  be  exercised  in 
manufacture. 
Exciter  Drive  in  Common  Excitation  Plants 

In  the  case  of  common  excitation  plants  a 
number  of  arrangements  for  driving  the  ex- 
citers are  in  use.  The  most  reliable  and  ef- 
ficient arrangement  is  the  direct-connected 
exciter,  unless  there  are  reasons,  such  as  too 
high  speed  or  too  low  speed,  against  using  it. 
Belted  units  are  widely  used  in  small  plants 
where  the  engine  speeds  are  low  and  the  use 
of  a  belt  involves  ver\'  little  risk  or  trouble. 
On  account  of  the  low  engine  speed  a  consider- 
able saving  of  cost  and  space  is  made  by  using 
belted  instead  of  direct-connected  exciters. 
Geared  exciters  have  been  proposed  for  large, 
low-head,  hydro-electric  plants. 

The  plan  generally  adopted  for  a  common 
excitation  plant  is  to  have  some  of  the  excit- 
ers motor-driven  through  transformers  from 
the  main  alternating-current  bus  and  some  of 
them  driven  by  separate  prime  movers. 

Another  plan  which  has  been  used  in  con- 
nection with  some  large  steam  plants  is  to  have 
the  exciters  motor-dri\-en  from  an  auxiliary 
alternating-current  bus  supplied  by  auxiliary 
generator  units  designated  as"house  turbines." 
Transformers  connecting  the  auxiliary  bus  to 
the  main  bus  are  supplied  for  emergency  use 
or  for  adjusting  the  power  on  the  auxiliar>' 
bus  for  heat  balance  purposes.  Tliis  aux- 
iliary bus  is  used  also  for  the  su])ply  of  aux- 
iliary power  for  the  whole  station,  such  as 
circulating  water,  air  and  hot-well  pumps, 
stoker  motors,  economizer  and  draft  fans, 
coal  crushers  and  conveyors,  etc.  In  ver\- 
large  stations  an  auxiliary  bus  and  its  gener- 
ating unit  may  be  supplied  in  connection  with 
each  main  generating  unit  on  the  system. 

An  arrangement  commonly  used  in  hydro- 
electric plants  and  used  occasionally  in  steam 
plants  is  to  have  each  exciter  connected  to  a 
prime  mover  and   to  an  alternating-current 


EXCITERS  AND  SYSTEMS  OF  EXCITATION 


569 


motor  supplied  from  the  main  bus,  so  that 
the  exciter  may  be  driven  by  either  or  both. 

This  arrangement  has  been  used  in  steam 
plants  of  moderate  size  and  in  hydro-electric 
plants  for  the  following  reasons: 

The  reason  which  applies  to  both  cases, 
is  to  have  two  separate  sources  of  power  for 
the  exciter  drive.  In  hydro-electric  plants 
for  high  head  where  the  exciter  waterwheel 
nozzles  on  account  of  their  small  size  are 
likely  to  become  blocked,  it  has  been  for  many 
years  the  practice  to  have  an  induction  motor 
connected  to  the  bus  mounted  on  the  same 
shaft  as  the  exciter  and  the  waterwheel,  so 
that  when  the  waterwheel  fails  to  carry  the 
load  the  induction  motor  will  take  it  up.  In 
steam  plants  the  chief  reason  for  using  this 
arrangement  is  to  provide  means  of  adjust- 
ing the  amount  of  exhaust  steam  available 
to  heat  feed  water,  which  is  done  by  adjust- 
ing the  governor  of  the  exciter  unit  to  take 
more  or  less  power,  the  remainder  being  sup- 
plied from  the  motor. 

This  arrangement  in  steam  plants  has  the 
disadvantage  that  to  obtain  an  efficient  tur- 
bine the  speed  must  be  high,  possibly  too 
high  for  the  proper  design  of  the  direct-cur- 
rent generator,  or  of  the  motor,  necessitating 
sometimes  a  geared  connection  which  of 
course  is  disadvantageous  for  a  high-speed 
continuous  running  unit. 

The  plan  of  using  direct-connected  exciters 
on  the -main  generator  shaft,  exciters  not 
operating  in  parallel,  the  voltage  of  each  gen- 
erator controlled  by  the  exciter  field,  appears 
to  be  the  most  reliable  and  simple  method  of 
excitation  for  large  plants  wherever  the  speed 
requirements  are  not  prohibitive. 

For  all  large  stations  using  individual  ex- 
citers, it  is  desirable  to  have  an  emergency 
excitation  bus  with  a  reserve  exciter  driven 
by  a  separate  steam  turbine,  waterwheel,  or 
motor,  so  that  any  generator  field  may  be 
thrown  on  this  bus  in  case  of  trouble  with  one 
of  the  individual  exciters.  The  question  as 
to  whether  a  storage  battery  is  necessary  will 
depend  on  the  number  of  units  in  the  plant 
and  on  the  importance  of  the  service. 

VOLTAGE  OF  EXCITER  PLANT 

For  many  years  the  standard  excitation 
potential  has  been  125  volts  and  this  pres- 
sure is  still  standard  for  small  and  medium 
size  plants.  In  recent  years  250  volts  has 
been  coming  into  use  and  has  now  become 
standard  for  large  plants  for  the  following 
reasons : 

The  difficulty  and  expense  of  building  high- 
speed commutators  for   125  volts,  especially 


turbine-driven  exciters,  or  waterwheel  exciters 
which  stand  double  speed.  The  space  occu- 
pied by  the  commutator  is  reduced  at  250 
volts.  The  expense  of  busbars,  machine 
leads,  circuit  breakers,  etc.,  to  carry  the  large 
currents  necessary  at  125  volts,  especially  in 


m  o 


Fig.  6.     Waterwheel-driven  Exciter  of  600-kw.  Capacity 
600-r.p.m.  and  220-volts 

large  stations  where  the  field  currents  are 
heavy  and  in  long  stations  where  the  dis- 
tances are  great. 

EXCITATION  REQUIREMENTS  OF 
ALTERNATORS 
Voltage  Range 

In  steam  turbine  generators  the  armature 
reaction  may  be  about  equal  to  the  no-load 
ampere-turns.  This  means  that  with  100 
amp.  field  current  required  to  give  full  voltage 
at  no  load,  200  amperes  would  be  required  to 
maintain  full  voltage  at  full  load  at  the  rated 
power-factor.  Since  the  alternator  fields  must 
be  designed  to  take  not  over  125  volts  at 
rated  power-factor  full  load  and  maximum 
temperature,  and  because  a  margin  must  be 
allowed  in  the  design  for  variation  in  the 
material,  etc.,  the  actual  machines  may  meet 
their  requirements  at  90  to  115  volts  across 
the  field,  and  this  means  that  at  no-load  full 
alternating-current  voltage  the  exciter  pres- 
sure may  go  as  low  as  40  or  50  volts,  or  about 
30  or  40  per  cent  of  the  rated  voltage.  The 
exciters  and  their  rheostats  and  regulators 
must  be  designed  for  this  range  of  voltage. 

For  synchronous  condensers  the  range  of 
exciter  volts  is  down  to  10  per  cent  or  less  of 
full  pressure,  and  for  synchronous  motors  the 
range  depends  on  the  range  of  power-factor  for 
which  they  are  designed. 


570     July,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  7 


Kilowatts  Required 

The  excitation  requirements  of  alternators 
vary  according  to  the  design,  but  for  modern 
standard  lines  may  be  summarized  as  follows 
in  per  cent  of  the  kilovolt-amperes  alternator 
rating : 

Steam  Turbo-generators  Per  Cent 

1000  to  oOOO  kv-a.  0.5  to  0.3 

7500  to  3o,000  k'^•-a.  0.4  to  0.3 

W aterwheel-driven  Generators 

1000  to  5000  ]VK.  low  speed  1.5  to  0..S 

1000  to  5000  kw.  high  speed  1      to  0.5 

7500  to  20,000  kv-a.  low  speed..     (). 7  to  0.5 
7500  to  20.000  kr^--a.  high  speed  .0.5  to  0.4 


Motor  Generators 
1000  to  5000  k\'-a. 


1      to  0.5 


two  to  two  and  one  half  times  the  resistance 
furnished  with  ordinary  direct-current  gen- 
erators not  used  for  exciter  purposes. 

For  a  common  excitation  plant  with  hand 
voltage  regulation,  where  the  alternating-cur- 
rent voltage  is  controlled  by  the  alternator 
field  rheostats,  the  exciter  rheostats  may  be 
of  ordinary  design  with  resistance  points 
closely  graduated  from  S5  to  100  per  cent  of 
full  exciter  voltage  and  further  apart  for  lower 
\'oltage  ranges. 

For  individual  exciters,  non-automatic  volt- 
age control,  where  no  generator  field  rheostats 
are  used,  the  exciter  rheostats  should  have 
closely  graduated  resistance  steps  all  the  way 
down  to  30  per  cent  of  the  voltage  and  may 
have  as  many  as  100  to  150  steps.  When  this 
method  of  regulation  is  used,  the  alternator 
field  rheostats  may  be  dispensed  with,  but  it 


Fig.  7.     Exciter  Direct-connected  to  a  7500-kw.,  1800-r.p.m.,  Curtis  Steam  Turbine  Generator  Set 


RHEOSTATS  FOR  EXCITERS 

For  small  exciters  hand-operated  rheostats 
mounted  on  the  back  of  the  switchlx>ard,  or 
operated  by  chain  drive  from  a  handwheel  on 
the  switchboard,  are  generally  used. 

For  large  plants  the  alternator  field  and  the 
exciter  field  rheostats  are  nearly  always  elec- 
trically operated  and  this  method  of  opera- 
tion is  recommended  for  any  plant  where  an 
electric  control  circuit  for  operating  rheostats 
is  available  and  where  the  main  control  board 
is  on  another  floor  or  distant  from  the 
machines.  For  all  such  ])lants  convenience 
of  operation,  location  and  wiring,  as  well  as 
cost  considerations,  will  usually  give  electri- 
cally operated  rheostats  the  preference. 

For  operation  with  automatic  voltage  reg- 
ulators the  exciter  field  rheostat  is  generally 
made  three  to  four  times  the  ohmic  resistance 
of  the  exciter,  shunt    field  winding,   or   from 


is  considered  better  practice  to  install  them 
for  emergency  use  in  case  some  other  source  of 
excitation  is  resorted  to;  and  it  will  usually  be 
found  that  more  stable  operation  at  the  lower 
ranges  may  be  obtained  by  the  use  of  these 
field  rheostats  to  a  certain  extent  to  enable 
the  exciters  to  work  at  somewhat  higher  volt- 
age. If  the  alternator  rheostats  are  used  there 
is  a  slight  sacrifice  of  efficiency. 

CIRCUIT  BREAKERS  AND  FIELD  SWITCHES 

As  a  general  i)rinriiiK'  no  aulimiatio  over- 
load circuit -breaker  or  fvise  should  be  installed 
in  exciter  circuits.  When  the  alternator  is 
short-circuited  the  altemator  field  current  may 
rise  to  several  times  normal  in  the  normal 
direction  and  an  automatic  circuit-breaker 
under  such  conditions  might  interrupt  the 
exciter  circuit,  which  must  not  he  allowed. 
Short  circuits  in  the  .generator  field  circuits. 


EXCITERS  AND  SYSTEMS  OF  EXCITATION 


571 


or  on  the  exciter  busbars,  are  an  infrequent 
occurrence  and  should  be  taken  care  of  by  the 
operator.  It  is  considered  better  to  risk  injur  v 
to  the  exciter  than  to  install  overload  devices 
which  may  operate  at  the  wrong  time. 

With  exciters  operating  in  parallel  it  is 
desirable  to  have  circuit-breakers  between 
the  exciters  and  the  direct-current  busses 
operated  by  reverse  current  in  case  of  trouble 
in  an  exciter  or  its  prime  mover. 

Alternator  field  switches  should  be  equip- 
ped with  discharge  resistances.  Field  switches 
and  exciter  switches  should  be  electrically 
operated  in  all  large  plants  and  in  other  plants 
when  dictated  by  convenience  of  operation, 
location,  and  wiring.  It  is  desirable,  of  course, 
to  keep  the  field  switches  as  near  to  the  alter- 
nators and  the  exciter  switches  as  near  to  the 
exciters  as  possible,  and  to  locate  the  exciter 
as  near  to  the  generator  as  possible  in  order 
to  keep  the  exciter  circuits  short,  since  the 
shorter  they  are  the  less  the  chance  of  trouble 


to  an  liour.    This  battery  may  be  used  as  fol- 
lows : 

(1)  Floating  on  the  constant-voltage  ex- 
citer bus. 

(2)  In  reserve  on  the  emergency  bus. 

(3)  Battery  separated  into  halves,  each 
floating  through  a  high  resistance  on  the  va- 
riable voltage  exciter  bus  with  automatic 
switches  to  cut  out  resistance  and  throw 
the  two  halves  of  the  battery  in  series  when 
required  for  excitation. 

Charging  a  battery  may  be  provided  for 
by  an  exciter  set  designed'  for  high  voltage, 
by  a  special  booster  or  a  charging  set,  or  by 
separating  the  battery  in  two  halves  and 
charging  through  resistance  from  the  exciter 
bus. 

In  many  stations  the  exciter  bus  is  used  to 
supply  current  for  the  control  bus  for  the  work- 
ing of  motor  and  solenoid  operated  circuit- 
breaker  switches,   field   rheostats,   indicating 


Fig.  8.     Exciter  Direct-connected  to  a  300-kw.,  3600-r.p.m.,  2300-volt  Curtis  Steam  Turbine  Generator  Set 


and  the  better  the  economy.  Hence,  hand- 
operated  field  and  exciter  switches  may  be 
used  even  in  large  plants  if  operated  by  the 
floor  men,  but  it  is  generally  desired  to  operate 
them  from  the  central  switchboard. 

Field  switches  should  never  open  on  over- 
load, but  may  be  made  to  open  automatically 
when  the  main  alternating-current  circuit 
breaker  opens  by  the  action  of  reverse  power 
or  differential  relays  in  the  main  alternator 
leads. 

When  individual  exciters  are  installed,  au- 
tom.atic  throw-over  switches  may  be  used  to 
throw  the  alternator  field  over  to  a  reserve 
exciter  bus  in  case  of  faikire  of  the  individual 
exciter. 


lamps,  etc.  It  is  now  considered  better  prac- 
tice to  provide  a  separate  control  bus,  for  the 
reason  that  during  short  circuits  on  the  main 
generators  transient  high  pressure  of  the  order 
of  several  hundred  volts  may  exist  in  the 
generator  field  circuits  and  alternating  cur- 
rents of  normal  or  double  frequency  are  super- 
imposed on  the  field  currents. 

It  is  difficult  to  insulate  the  multiplicity  of 
switches,  lamp  sockets,  wiring,  etc.,  in  the 
control  circuit  for  such  high  voltages,  owing 
to  the  limited  space  requirements  for  control 
boards.  For  these  reasons,  in  large  stations 
a  separate  control  bus  with  a  small  battery 
and  motor-generator  charging  set  is  generally 
installed. 


EXCITER   BATTERIES 

In  most  large  steam  stations,  and  in  some 
large  hydro-electric  stations,  a  storage  battery 
is  provided  capable  of  carrying  the  excitation 
requirements  of  the  station  for  thirty  minutes 


SHUNT   VERSUS  COMPOUND-WOUND 
EXCITERS 

The  relative  advantages  and  disadvantages 
of  shunt  and  coinpound-wound  exciters  have 
been  frequently  discussed;  and  the  selection 


572     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


has  sometimes  been  dictated  by  the  type  of 
excitation  plant  used;  sometimes  by  indi- 
vidual preference  of  engineers. 

The  matter  may  be  summarized  under  the 
following  headings : 

"A":  Small  belted  exciters  operating  in  parallel; 
no  battery 

Compound-wound  machines  are  generally 
used  to  keep  the  exciter  bus  voltage  con- 
stant with  variation  in  excitation  load  due  to 
either  variation  in  the  alternating-current 
load  or  to  a  change  in  the  niunber  of  alter- 
nators in  service.  With  shunt  exciters  such 
variations  would  require  adjustment  of  ex- 
citer field  rheostats  as  well  as  generator  field 
rheostats;  and  consequently  the  compound 
machines  are  usually  preferred  for  con- 
venience in  operation. 

If  voltage  regulators  are  used  either  shunt 
or  compound  exciters  can  be  handled  equally 
well.  For  this  class  of  exciters  standard 
belted  generators  are  used,  which  are  manu- 
factured and  stocked  in  large  numbers  com- 
pound wound,  so  that  reducing  the  varieties 
stocked  is  another  reason  for  the  choice  of 
compound  winding. 

"B":  Motor,  engine,  or  waterwheel-driven  excit- 
ers operating  in  parallel;  no  battery 
The   compound   winding   is   preferred    for 
same  reason  as  stated  under  "  A. " 

"C":  Exciters   direct   connected    to   the   main 
generating    units;    operating   in    parallel; 
no  battery 
The    compound  winding    is    preferred    for 

above  reasons,  but  stock  requirements  do  not 

apply  excepting  in  small  units. 

"D":  Exciters  operating  in  parallel,  with  stor- 
age battery  floating  on  the  exciter  bus 

In  this  case  either  compound  or  shunt 
windings  may  be  used. 

The  compound  has  the  advantage  of  keep- 
ing the  bus  voltage  constant  with  a  change  in 
the  excitation  load,  and  the  disadvantage  of 
possible  reversal  and  motoring  of  an  ex- 
citer in  case  of  failure  of  its  source  of  power. 
This  contingency  may  be  provided  against  by 
reverse-current  relays,  so  far  as  motoring  is 
concerned,  but  this  may  not  prevent  reversal 
of  the  polarity  of  the  exciter  due  to  the  sudden 
reversal  of  the  current  in  the  series  field. 

Shunt  exciters  are  safer,  when  in  parallel 
with  a  floating  batter}',  as  regards  possible 
overspeeding  due  to  motoring  in  case  of  fail- 
ure of  reverse-current  relays.  They  are  cer- 
tainly less  liable  to  be  reversed  in  polarity 
when  an  exciter  slows  down  due  to  trouble 
with  its  drive.     They  require  more  frequent 


adjustment  of  the  exciter  field  rheostats,  but 
have  the  advantage  of  omitting  the  equalizer 
bus  with  its  extra  switches  and  connections. 
Commutating  pole  shunt-wound  exciters 
should  be  adjusted  to  have  a  drooping  char- 
acteristic at  all  operating  voltages,  not  only 
for  proper  parallel  operation,  but  in  order  to 
reduce  the  liability  of  reversal. 

Individual  Exciters 

The  shunt  winding  appears  preferable  for 
individual  exciters,  whether  the  alternating- 
current  voltage  regulation  is  accomplished  by 
the  alternator  field  rheostat  or  the  exciter 
field  rheostat.  In  the  former  case  there  is  no 
reason  for  compound  winding  unless  for  manu- 
facturing or  stock  convenience  in  the  smaller 
sizes.  In  the  latter  case,  when  the  exciter  has 
to  operate  down  to  a  low  voltage  the  shunt 
winding  has  more  stability,  particularly  in  ex- 
citers of  the  commutating  pole  type.  The  shunt 
exciter  is  also  less  susceptible  to  reversal  by  dis- 
charge from  the  alternator  field,  or  by  residual 
magnetic  effect  from  the  alternator  field. 

REVERSAL 

The  reversal  of  polarity  of  an  exciter,  due 
to  failure  of  dri^•ing  power,  has  been  discussed 
in  the  foregoing.  It  appears  likely  that  in 
case  of  compound-wound  exciters  the  chances 
of  reversal  due  to  this  cause  may  be  reduced 
by  exciting  the  shunt  field  from  the  busbars 
instead  of  across  the  exciter  brushes. 

The  reversal  of  an  exciter  has  been  occasion- 
ally observed  at  the  time  of  shutting  down  an 
alternator.  The  possibility  of  reversal  at  this 
time  is  apparent  only  on  an  individual  exciter 
direct  connected  or  otherwise  driven  from  a 
main  generating  unit.  In  one  case  a  steam 
turbine  unit  with  individual  direct-connected 
exciter  was  taken  out  of  service,  the  field 
being  left  closed  to  bring  the  machine  to  rest 
quickly,  and  the  field  opened  after  the  machine 
had  reached  a  standstill.  It  appears  probable 
that  residual  magnetism  in  the  generator  field 
structure  would  persist  to  a  lower  point  of 
speed  than  that  in  the  magnetic  circuit  of  the 
exciter.  The  flux  would  be  varied  in  passing 
the  armature  slots,  causing  weak  alternating 
currents  to  flow  in  the  field  circuit,  which  may 
account  for  the  reversal  of  the  exciter. 

Assuming  that  the  field  current  docs  alter- 
nate or  reverse,  it  is  apparent  that  a  series  field 
on  the  exciter  would  be  effective  in  reversing 
the  residual  magnetism  of  the  exciter. 

In  the  case  of  a  commutating-pole  exciter, 
the  position  of  the  brushes  would  detemiine 
the  influence  of  the  commutating  field  on 
reversal. 


EXCITERS  AND  SYSTEMS  OF  EXCITATION 


573 


EXCITERS  USED   WITH  REGULATORS 

When  a  vibrating-contact  regulator  is  used 
to  control  the  alternating-current  pressure 
through  the  exciter  field  there  appears  to  be 
little  choice  whether  the  exciter  shall  be 
shunt  or  compound  wound,  so  far  as  the 
action  of  the  regulator  is  concerned.  For 
shunt-wound  machines,  the  field  current 
handled  by  the  regulator  is  greater.  For 
compound-wound  machines,  the  field  current 
is  less,  but  a  greater  range  of  voltage  must  be 
applied  to  obtain  the  same  speed  of  regulation. 

The  shunt  across  the  series  field  makes  the 
latter  a  damper  winding,  which  impedes  sud- 
den flux  changes,  but  this  is  partially  neutral- 
ized by  the  action  of  the  series  field  with 
changes  in  current. 

For  sensiti\'e  regulation  the  shunt  machine 
is  undoubtedly  better,  since  the  entire  field 
is  controlled  by  the  regulator,  and  on  account 
of  the  absence  of  the  damper  formed  by  the 
series  winding.  For  most  plants  the  compound 
exciter  is  satisfactory  with  a  regulator,  since 
its  period  is  usually  faster  than  that  of  the 
alternator  field. 

COMMUTATING-POLE  EXCITERS 

Some  years  ago,  during  the  first  period  of 
experience  with  commutating-pole  exciters, 
some  troubles  were  encountered  in  operating 
them  in  parallel.  These  were  due  to  incor- 
rect design  or  to  incorrect  adjtistment  of  the 
commutating  field  strength  or  to  the  position 
of  the  brvishes. 

Shunt  generators  to  operate  in  parallel  with 
proper  division  of  load  must  have  a  drooping 
characteristic,  and  compound  machines  to 
operate  in  parallel  must  have  a  drooping 
characteristic  without  the  series  winding. 
Machines  having  a  rising  voltage  characteris- 
tic without  the  series  winding  in  operation 
will  be  liable  to  give  trouble  in  parallel  opera- 
tion, either  as  shunt  or  compound  generators, 
unless  the  regulation  of  their  prime  movers 
is  sufficiently  poor  to  overcome  the  rising 
characteristic  of  the  generator. 

With  commutating  pole  exciters  it  was 
soon  found  that  if  compounded  flat  in  test 
at  125  volts  full  load,  12.5  volts  no  load, 
then  when  operated  at  lower  voltages  (as 
frequently  happens  under  control  of  a  reg- 
ulator) they  had  a  rising  characteristic  and 
were  therefore  unstable  in  parallel  operation. 
This  trouble  was  sometimes  made  much 
worse  by  the  slight  backward  brush  shift 
required  for  good  commutation  when  the 
commutating  field  was  too  strong. 

To  take  care  of  this  the  expedient  adopted 
for  a  time  in  one  manufacturing  plant  was 


to  flat  compound  the  exciters  in  test  at  80 
volts,  thus  insuring  a  drooping  character- 
istic at  higher  pressures,  the  division  of  load 
at  lower  pressures  not  being  so  important. 

This  expedient  involved  carrying  in  stock 
generators  for  ordinary  purposes  compounded 
flat  at  125  volts  and  generators  for  exciter 
purposes  flat  compounded  at  80  volts,  or  the 
delay  of  testing  and  adjusting  the  shunt  after 
the  receipt  of  an  order. 

With  further  knowledge  of  the  character- 
istics of  commutating-pole  machines  and 
more  nearly  correct  designs,  the  foregoing 
expedient  was  abandoned,  and  it  is  the 
present  practice  to  proportion  the  com- 
mutating field  so  that  the  machine  is  not 
over  compensated;  the  design  is  such  that 
some  range  of  brush  shifting  is  allowable, 
and  the  brushes  are  given  a  slight  forward 
shift  so  as  to  obtain  a  drooping  character- 
istic at  all  voltages  within  the  range  where 
parallel  operation  is  required.  With  this 
arrangement,  exciters  when  compound  wound 
may  be  compounded  flat  at  125  volts  and 
still  operate  properly  in  parallel  at  lower 
voltages. 

The  stability  of  a  commutating-pole 
machine  depends  greatly  on  the  brush 
position,  the  commutating-pole  field  strength, 
and  the  voltage  at  which  it  operates  with 
regard  to  the  saturation  curve  of  the  unit. 
These  three  factors  aff'ect  equally  the  sta- 
bility of  the  shunt  and  the  compound-wound 
unit.  In  addition,  the  compound-wound 
unit  is  affected  by  the  amount  of  com- 
pounding, the  nature  of  the  compounding 
curve,  and  the  size  of  the  equalizer  connec- 
tion, also  the  amount  of  resistance  in  the 
equalizer  circuit. 

Many  engineers  feel  that  brush  position 
alone  changes  the  characteristic  of  the  com- 
mutating-pole machine  and,  whenever  a 
change  is  desired,  the  first  resort  is  always 
to  change  the  brush  position.  In  many 
cases,  the  desired  effects  can  be  secured  in 
this  way,  but  nearly  always  a  change  in 
commutating  field  strength,  together  with 
a  change  in  brush  position,  if  necessary, 
will  obtain  the  results  required  in  a  more 
satisfactory  manner. 

It  is  a  well-known  fact  that  shifting  the 
brushes  back  from  the  direction  of  rotation 
on  a  commutating-pole  generator  improves 
the  voltage  regulation  of  the  machine,  and, 
on  some  machines,  it  is  possible  to  obtain 
practically  a  flat  voltage  characteristic  curve 
on  a  shunt-wound  unit,  and,  in  exceptional 
cases,  it  is  possible  to  obtain  a  rising  voltage 
characteristic  curve.     The  latter  is  obtained 


574     July,  19-20 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


by  a  combination  of  o^'e^-compensated  com- 
mutating  field  and  backward  shifting  of  the 
brushes.  In  fact,  the  two  act  together  in 
that  to  hold  commutation  with  a  backward 
shift  of  the  brushes  it  is  necessary  to  use  a 
stronger  commutating  field  than  would  be 
required  with  the  brushes 
on  neutral  with  proper 
com.pensation. 

The  over -compensated 
commutating  field  tends  to 
magnetize  the  m.ain  pole, 
and,  therefore,  has  a  com- 
pounding effect.  The  mag- 
netizing effect  is  due  to  the 
short-circuit  current  in  the 
coil  undergoing  comm.uta- 
tion.  The  reverse  is  true 
for  under  -  com.pensation, 
since  the  short-circuited 
current  in  the  coil  is  re- 
versed for  this  condition. 

We  have  never  found  an 
instance  where  successful 
parallel  operation  could 
not  be  obtained  after  the 
brush  position,  as  well  as 
the  com.mutating-pole  field 
strength,  where  properly 
adjusted  for  shunt-wound 
machines,  and  where  these 
two  conditions  were  met 
and  the  equalizer  connections  ])ro])crly  made 
on  com.pound- wound  machines. 

In  this  connection  also  it  is  desirable  to 
arrange  the  switches  of  a  machine  so  that 
the  equalizer  switch  is  closed  with  the  line 
switches  and  not  before.  If  closed  before 
the  machine  on  the  bus  is  operating  with  an 
additional  shunt  across  its  series  field  and 
the  incoming  machine  is  operating  with 
series  as  well  as  shunt  excitation,  result- 
ing in  a  lower  shunt  excitation  and,  there- 
fore, a  chance  for  instability  when  the  series 
part  of  the  excitation  is  changed  in  amount, 
and,  in  extreme  cases,  in  direction. 

VOLTAGE   REGULATORS 

Large  city  central  stations  supplying  power 
from,  the  generator  busbars  at  generator 
voltage  through  a  multii)licity  of  feeders 
have  seldom  found  it  necessar\'  to  resort 
to  automatic  voltage  regulation,  because 
the  sudden  changes  of  load  are  small  in 
proportion  to  the  generator  capacity. 

Exceptions  are  noted,  such  as  the  plants  at 
Philadelphia,  Baltimore,  and  Pittsburg,  where 
unusual   requirements  in   intemiittent   loads 


exist,    due    to   the    supply   of   main    railway 
electrification  or   steel  mill  loads. 

In  hydro-electric  plants,  on  the  other 
hand,  the  power  is  usually  carried  through 
a  few  large  transmission  lines,  the  interrup- 
tion of  anv  one  of  which  means  the  loss  of 


Fig.  9.      Vertical  Exciter  Mounted  on  an  850-kv  a..  144-r.p.m.,  2300-volt 
Watcrwheel-driven  Generator 


a  large  proportion  of  the  station  load,  thus 
necessitating  automatic  voltage  regulation 
of  the  generators.  The  vibrating  contact 
forms  of  regulators  devised  by  Tirrill  are 
the  only  ones  in  wide  use  in  this  country, 
and  no  others  will  be  discussed. 

These  regulators  can  be  made  to  take  care 
of  exciters  operating  individually  or  in 
jjarallel  in  sizes  uj^  to  the  largest  which  it 
has  been  found  necessar\-  to  use.  The  exciter 
field  current  is  controlled  through  relay  con- 
tacts; the  relay  coils  themselves  being  actuated 
by  direct  current  passing  through  the  main 
regulator  contact.  Up  to  about  four  amperes 
at  125  volts  a  single  relay  handles  the  exciter 
field  current:  for  larger  exciters,  the  field 
rheostat  is  divided  into  sections  short  cir- 
cuited by  a  number  of  relays,  the  general 
tu\l'  being  that  each  relay  will  take  care  of 
two  amperes  field  current ;  that  is  to  say, 
for  a  total  of  ten  amperes  field  current  there 
will  be  at  least  five  relays.  At  250  volts  half 
the  current  is  handled.  To  obtain  the  best 
results  the  output  per  exciter  should  not  be 
more  than  25  kilowatts  per  relay.  When  the 
field  current  is  more  than  20  amperes,  it  is 


EXCITERS  AND  SYSTEMS  OF  EXCITATION 


575 


generally  desirable  to  split  the  field,  so  as 
to  keep  the  actual  field  current  handled  by 
the  relays  below  20  amperes. 

Since  a  12-relay  regulator  will  handle  about 
a  .'^OO-kw.  exciter,  and  regulators  have  been 
made  with  as  many  as  48  relays,  which  could 
handle  four  such  exciters  in  multiple,  it  is 
evident  that  the  regulator  can  be  made  to 
take  care  of  very  large  excitation  plants. 

For  still  larger  plants,  if  such  should  be 
contem.plated,  other  methods  of  application 
of  the  vibrating  contact  regulator  may  be 
used,  so  that  we  can  say  there  is  no  "limit 
to  the  size  of  plant  which  can  be  regulated 
on  this  principle. 

A  single  regulator  may  be  used  to  control 
a  number  of  exciters  operating  in  parallel, 
or  to  control  a  ntmaber  of  invididual  ex- 
citers not  operating  in  parallel  when  the 
alternators  excited  run  in  parallel.  It  is 
also  possible  to  use  individual  regulators  in 
the  latter  case.  The  proper  division  of  the 
reactive  component  am^ong  the  alternators 
is  then  accomplished  by  a  com.pensating 
coil  on  the  regulator  supplied  from  a  current- 
transform.er  connected  in  such  a  way  that 
the  current  is  at  a  right-angle  phase  relation 
to  the  voltage  which  the  regulator  is  main- 
taining. This  last  arrangement  is  favored 
for  large  hydro-electric  plants  having  indi- 
vidual exciters,  as  the  individual  regulator 
may  be  mounted  near  each  exciter. 

Stops  may  be  provided  on  regulators  to 
lim.it  the  field  current  of  an  alternator  and 
this  is  always  done  when  a  regulator  is  used 
with  a  synchronous  condenser  to  keep  the 
voltage  of  the  receiving  end  constant  up  to 
the  limit  of  output,  which  is  determined  iDy  a 
lim.iting  field  current. 

Regulators  for  large  plants  are  provided 
with  accessories,  such  as  over-voltage  relays 
and  over-current  relays,  which  cut  in  an 
extra  block  of  resistance  in  the  exciter  field, 
so  that  in  case  of  over-speed  of  the  gen- 
erators or  of  the  relay  contacts  sticking, 
unduly  high  voltage  will  be  prevented  and  in 
case  of  short-circuit  the  action  is  to  prevent 
over-excitation  of  the  fields. 

DISCUSSION    OF    VARIOUS    PLANS    OF 
EXCITATION 

In  selecting  a  plan  of  excitation  for  any 
plant  the  local  conditions  will  govern  to  som.e 
extent.  In  either  steam  or  hydro-electric 
plants  there  will  be  a  certain  amount  of 
auxiliary  power  about  the  station  which 
must  be  supplied.  In  a  hydro-electric  plant 
the  requirements  for  auxiliary  power  are  not 


very  exacting  as  to  continous  operation  un- 
less motor  pumps  are  supplied  for  the  step 
bearings.  Most  other  motors  about  such 
plants  are  for  intermittent  operation  and 
may  be  taken  care  of  by  an  auxiliary  bus 
supplied  by  step-down  transformers  from  the 
main  bus. 

In  a  steam  plant  the  continuous  operation 
of  many  of  the  auxiliaries  is  of  vital  im- 
portance; and  since  variable-speed  motors 
are  supplied  for  many  of  the  auxiliaries  in 
order  to  obtain  economical  operation  at 
part  loads,  direct-current  motors  are  fre- 
quently used  for  part  of  the  auxiliaries.  At  first 
sight,  the  best  source  of  power  for  such 
auxiliaries  would  appear  to  be  the  exciter 
bus  and,  thus,  the  question  of  choice  of  ex- 
citation plans  becomes  involv'ed  with  the 
other  auxiliaries  in  the  station. 

The  earlier  practice  in  this  country  was  to 
operate  all  of  the  auxiliaries,  such  as  the  cir- 
culating water  pumps,  hot-well  piunps,  feed 
pumps,  stokers,  draft  fans,  etc.,  by  steam 
power,  thus  insuring  an  ample  supply  of 
exhaust  steam  to  heat  the  main  feed  water. 
In  some  cases  this  provided  too  much  steam 
and  some  steam  had  to  be  wasted;  and  in 
any  event  the  driving  of  many  of  the  aux- 
iliaries by  individual  steam  turbines  or  engines 
is  somewhat  wasteful,  since  the  small  ma- 
chines consume  steam  per  horse  power  out- 
put at  a  rate  several  times  that  of  the  main 
turbine.  If  a  certain  ntunber  of  pounds  of 
exhaust  steam  is  required  to  heat  feed  water 
it  is  evidently  more  economical  to  use  that 
steam  first  in  a  large  and  efficient  turbine, 
so  as  to  get  as  many  horse  power  as  possible 
out  of  it  before  passing  it  into  the  feed-water 
heater.  Modern  practice  is  now  tending  to- 
ward the  operation  of  as  many  of  the  aux- 
iliaries as  possible  electrically,  particularly 
on  account  of  the  convenience,  reliability  and 
freedom  of  repair  of  the  electric  motor  itself, 
and  partly  on  account  of  the  high  efficiency 
obtained  by  this  method  of  operation,  whether 
the  electric  power  for  the  auxiliaries  is  de- 
rived from  the  main  busses  or  from  a  separate 
auxiliary  generating  source  of  high  efficiency. 

The  main  boiler  feed  pumps  are  usually 
n.m  by  steam_,  but  if  all  the  other  auxiliaries 
are  electrically  operated,  as  appears  to  be  the 
modern  tendency,  there  will  not  be  sufficient 
exhaust  steam  from  the  feed  pumps  to  heat 
the  feed  water.  If  the  electrical  auxiliaries 
are  operated  from  the  main  bus  the  feed 
water  may  be  supplied  by  bleeding  the  m.ain 
turbine  at  an  intennediate  stage  and  drawing 
ofl^  sufficient  steam  to  heat  the  feed  water. 


576     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII,  Xo.  7 


This  is  an  efficient  method  of  operation, 
since  the  steam  is  used  very  efficiently  in 
producing  mechanical  power  in  the  main 
turbine  before  it  is  drawn  off.  Such  an  » 
arrangement  should  be  operated  on  the  unit 
system;  that  is  to  say,  with  a  certain  bank 
of  boilers  supplying  a  certain  turbine,  the 
steam  drawn  from  such  a  turbine  should  be 
used  to  heat  the  feed  water  for  its  own 
bank  of  boilers. 

This  method  has  the  disadvantage  that 
in  case  of  trouble  on  the  main  bus  many 
of  the  station  auxiliaries  may  be  inter- 
rupted. 

The  house  turbine  arrangement  in  which  a 
house  turbine  with  its  own  boilers  supplying 
power  to  an  auxiliary  bus  is  installed  for  each 
main  generating  unit,  or  one  house  turbine 
for  two  main  generating  units  in  a  ^-en,'  large 
plant,  appears  to  possess  m.anv  advantages. 
When  the  main  units  are  15,000'to  30,000-kw. 
each,  each  house  turbine  may  be  1000  to 
2000-kw.,  large  enough  to  obtain  efficiency 
in  the  use  of  steam.  The  auxiliars-  bus  may 
be  connected  by  transformers  to  the  main 
bus  with  automatic  relay  arrangements,  so 
that  in  case  of  trouble  on  the  main  bus  the 
auxiliary-  bus  is  cut  off  and  supplied  only  by 
its  own  power. 

This  arrangement  possesses  the  advantage 
that  the  supply  of  power  for  the  auxiliaries, 
including  the  excitation,  is  independent  of 
the  main  supply,  and  also  the  advantage  that 
the  heat  balance  is  readily  adjustable  by  ad- 
justing the  amount  of  power  su]3i)lied  by  the 
auxiliary-  generating  unit,  so  that  the  amount 
of  steam  exhausted  by  it  is  just  sufficient  to 
bring  the  feed  water  to  the  proper  tempera- 
ture, the  remainder  of  the  auxiliar\-  power 
being  supplied  from  the  main  bus,  which  is 
operating  in  parallel. 

When  such  an  auxiliary  house  plant  is  sup- 
plied it  is  generally  of  alternating  current 
and  the  excitation  for  the  main  unit  may  be 
supplied  from  a  motor-generator  set  run  from 
the  auxiliar\-  bus.  It  would  seem  desirable 
that  these  exciter  busses  for  separate  units 
of  the  power  house  should  not  be  operated 
in  parallel,  but  provision  may  be  made  for 
connecting  them  in  parallel  and  to  obtain 
the  greatest  safety  a  reserA-e  exciter  unit  and 
storage  batten,'  with  emergency  bus  may  be 
supplied  to  which  any  generator  field  may 
be  connected. 


For  the  ver\'  largest  steam  station  such  a 
plan  appears  desirable,  but  it  is  a  still  better 
plan,  when  an  auxiliary  house  plant  is  used, 
to  supply  the  excitation  for  the  main  units 
from  direct-connected  exciters  on  the  main 
units.  There  should  still  be  installed  a  re- 
ser\-e  exciter  bus  with  battery-  and  reser%-e 
exciter  driven  from  the  auxiliary  bus,  with 
automatic  throw-over  switches,  so  that  in 
case  of  trouble  with  any  direct-connected  ex- 
citer the  field  of  that  alternator  is  discon- 
nected from  the  exciter  and  thro"mi  on  the 
reser\-e  excitation  bus.  With  this  plan  the 
excitation  is  kept  separate  from  other  auxili- 
aries and  the  exciter  bus  is  not  liable  to  trouble 
originating  in  a  motor,  also  the  exciter  and 
field  connections  are  kept  short  and  simple  as 
possible.  This  plan  has  the  further  advantage 
that  the  alternating-current  voltage  may  be 
controlled  by  the  exciter  fields  and  the  losses 
in  the  main  field  rheostats  eliminated.  It  is 
desirable,  however,  to  supply  main  field  rheo- 
stats for  emergency  use. 

In  connection  with  an  auxilian.-  house  plant 
generating  alternating  current  for  the  sup- 
ply of  most  of  the  auxiliaries,  motor-generator 
sets  have  been  installed  fed  from  the  auxiliary- 
bus  to  produce  direct  current  for  the  A'ariable- 
speed  auxiliaries.  This  complication  of  an 
extra  direct-current  bus  may  be  done  away  with 
if  an  alternating-current  motor  with  good 
adjustable-speed  characteristics  were  avail- 
able. Such  a  motor  is  now  coming  into  use. 
It  is  a  three-phase  commutator  motor  with 
three  sets  of  brushes  on  the  commutator  and 
the  speed  is  varied  by  shifting  the  brushes, 
which  may  be  done  by  distant  control  by  a 
small  motor  geared  to  the  brush  shifting  yoke. 
The  motor  has  a  series  characteristic  and  is. 
therefore,  well  adapted  for  driving  fans  or 
centrifugal  pumps,  but  it  is  not  as  good  as 
an  adjustable-speed  shunt-wound  motor  for 
applications  where  it  is  desired  to  adjust  the 
speed  through  a  wide  range  and  to  keep  the 
speed  constant   for  var\ing  load. 

There  has  been  some  experience  with  such 
motors  in  continuous  operation  driving  mine 
fans,  which- indicates  that  they  are  as  good 
as  direct-current  motors  with  a  possible  dis- 
advantage of  more  brush  wear.  Further  ex- 
perience will  undoubtedly  justify  their  use 
for  the  exacting  requirements  of  power-house 
ser\ice  for  such  purposes  as  fans  and  cen- 
trifugal jmnips. 


577 


Gaseous  Conduction  Light  from 
Low-voltage  Circuits 

By  D.  McFarlan  Moore 

Edison  Lamp  Works  of  the  General  Electric  Company 

The  first  artificial  electric  light  produced  was  of  the  gaseous  conduction  type,  as  were  its  immediate  suc- 
cessors. Later,  the  solid  conductor  or  filament  lamp  came  into  being  and  rapidly  outdistanced  the  gaseous 
conduction  lamp  in  development  and  application.  The  development  of  the  filamentless  lamp  has  not  been 
neglected,  however,  as  is  evidenced  by  Mr.  Moore's  description  of  it  in  the  following  article  that  was  presented 
last  March  at  a  New  York  meeting  of  the  A.I.E.E.  The  author  explains  the  problems  that  have  arisen  and 
describes  the  various  types  of  lamps  produced,  concluding  with  the  latest  type  which  is  of  a  size  comparable 
with  the  standard  Mazda  lamp,  starts  and  operates  on  low  voltage  without  auxiliary  equipment,  and  fur- 
nishes light  of  an  amount  useful  for  many  purposes. — Editor. 


The  production  of  artificial  light  is  one  of 
the  most  impoitant  activities  concerning  the 
welfare  of  humanity.  It  is  a  very  large  sub- 
ject, since  both  its  practical  and  theoretical 
aspects  cover  vast  fields,  yet  there  are  less 
than  a  dozen  distinct  methods  of  making 
light  artificially  and  some  of  them  are  not 
developed  commercially,  although  theoreti- 
cally they  possess  great  possibilities. 

This  article  is  written  to  consider  some  of 
these  methods  of  producing  artificial  light, 
that  have  to  do  with  electricity  and  that 
come  under  Item  3  of  the  following  list : 

1.  Torch  (and  candle) 

2.  Oil 

3.  Gas 

4.  Solid  electric  conductors 

5.  Gaseous  electric  conductors. 


/\>ye,ecc  Corona  Arc  Discharge 


^oiM l/ottago. ,   -,.^^_  _,., 

/NoGai)  ^e77gwa/s  VW,  etc  Coro7i&-Arc Discharge 
\6as  Rz,nt,^a.ls 


/Hg Vapor -HT  Starting 

v<  -  - 


\Chemica/s 


Fig.  1.     Diagram  Illustrating  the  Esctension  of  the 
Varieties  of  Gaseous  Conductor  Lamps 

Electricity  can  be  used  to  agitate  solids, 
liquids,  or  gases  into  light.  The  light  of  the 
incandescent  lamp  is  due  to  electrically-heated 
solids;  and  when  electricity  is  conducted  by 
a  gas  under  suitable  conditions,  light  also 
results.      Many   varieties   of   lamps    of    this 


nature,  both  in  design  and  construction,  are 
indicated  in  Fig.  1,  the  scope  of  which  can  be 
enlarged  almost  indefinitely;  for  example,  by 
the  use  of  many  other  gases  and  vapors. 

High-tension  lamps  require  special  auxiliary 
transforming  apparatus  to  generate  the  high 
potential. 


'^^H> 


Connection  Diagram  of  Gaseous  Conductor  Lamp 
and  Vibrator  Employed  in  1895 

The  two  major  factors  in  all  of  these  types 
are;  (1)  the  electrodes,  and  (2)  the  gaseous 
conductor. 

Both  electrodes  of  alternating-current 
lamps  can  be  similar,  but  in  direct-current 
lamps  the  cathode  differs  from  the  anode. 
Electrode  materials  differ  with  the  gas  used. 
It  is  therefore  seen  that  the  construction  and 
design  of  each  one  of  the  scores  of  lamps 
indicated  is  a  distinct  and  difficult  problem, 
the  solution  of  many  of  which  have  hardly 
been  seriously  attempted. 

As  might  be  surmised,  the  specific  type  of 
lamp  I  wish  to  emphasize  is  the  one  in  which 
I  have  been  most  interested  recently,  but  in 
order  to  give  it  its  proper  setting,  it  is  neces- 
sary to  review  the  past.  The  first  natural 
electric  light  was  lightning,  or  the  aurora. 

The  first  artificial  electric  light  was  due  to 
gaseous  conduction  and  was  produced  with 
the  revolving  glass  sphere  of  Hawksbee  in 
1750. 


578     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


A  hundred  years  later,  Geissler  first  oper- 
ated his  small  tubes  from  an  induction  coil. 

In  1879  Crookes  modified  them  in  many 
ways,  including  obtaining  high  vacua. 

About  1891  Nickola  Tesla  delivered  his 
famous  lectures  on  "High  Voltage  and  High 
Frequency." 


onX220  volts  resulted  in  no  light  whatever. 
All  I  known  gases  were  unsuccessfully  tried. 
Light  from  many  of  the  common  gases  proved 
ven.'  interesting;  for  example,  the  bluish-white 
light  from  COo,  the  pinkish,  hot  and  almost 
non-luminous  light  of  hydrogen,  the  efficient 
orange-yellow  light  of  nitrogen,  and  the  dull 


Fig.  3.      Various  Designs  of  Early  Negative 
Glow  Lamps 


ti 


Fig.  5.     Seven-foot  Vacuum  Tube  Lamp  with 
External  Electrodes  and  Vibrator 


Due  to  the  rapid  and  very  objectionable 
blackening  that  was  deposited'  over  the  inside 
of  incandescent  lamp  bulbs  in  1893.  I  first 
began  thinking  and  talking  about  the  pos- 
sibility of  constructing  a  lamp  without  a 
heated  filament —  a  filamentless  lamp. 

In  connection  with  the  American  Institute 
of  Electrical  Engineers,  I  explained  that  I 
meant  a  bulb  form  of  lamp,  the  light  source  of 
which  was  to  be  not  an  incandescent  solid 
conductor  but  an  enclosed  gas  or  vapor  elec- 
trically agitated  by  the  low-tension  circuits 
in  common  use. 

During  the  twenty-six  years  that  have 
intervened,  this  simple  thought  has  never  left 
me,  though  the  tortuous  road  has  been  verv 


X^^ 


whitish  light  of  oxygen;  also  many  mi.xtures 
were  tried,  together  with  chlorine,  bromine, 
etc.,  and  various  vapors  like  those  of  sulphur 
and  mercur\-.  The  prediction  was  made 
that  progress  would  result  only  after  the  dis- 
cover\-  of  some  of  the  gases  indicated  by  the 
table  of  the  periodic  law  of  the  elements.  It 
was  necessary-  therefore,  in  1S94,  to  resort  to 
the  high  voltage  of  an  induction  coil,  in 
order  to  obtain  some  light  from  the  first 
gaseous  conductor  bulb  lamp.  In  1S9.3,  the 
vacuum  vibrator  displaced  the  induction 
coil,  and  on  direct-current  circuits  the  bulb 
lamps  were  filled  with  negative  glow  light. 
Fig.  2  shows  the  vibrator  and  connections. 
Fig.  :i   shows  the  negative  glow  lamps,  and 


Fig.  4.     Special  Negative  Glow  Lamps  Designed  for  Advertising  Purposes 


dark  at  times,  but  it  is  now  brighter  than  it 
has  been  before. 

In  order  that  I  may  not  be  misunderstood. 
I  must  hasten  to  say.  perhaps  sorrowfully, 
that  it  is  still  far  too  dim  even  to  think  of  its 
competing  in  brilliancy  with  that  splendid 
array  of  present  day  commercial  illuminants — 
led  by  the  incomparable  tungsten  lamp. 

My  first  attempts  in  1893  to  obtain  any 
light  from  a  lamp  without  a  heated  filament 

*'A  New  Method  for  the  Control  of  Electric  EnerKy." 
A.I.E.E.,  1893.  Sept.  20th. 

■Recent  Developments  in  Vacuum  Tube  Lighting,"  A.I.E.E.. 
189S.  April  22nd. 

"Light  from  Gaseous  Conductors  Within  Glass  Tubes — 
Moore  Light."  A.I.E.E.,  1907,  April  26th. 


Fig.  4  depicts  the  use  of  negative  glow  for 
advertising  purposes,  and  the  means  for 
increasing  its  intensity.  Detailed  information 
of  this  nature  will  be  found  in  some  of  my 
previous  ]iapers.* 

After  neon  had  been  discovered  as  hoped 
for,  and  nineteen  years  later  I  had  made  the 
first  low-voltage  gaseous  conductor  lamp, 
there  was  a  certain  satisfaction  in  proving 
that  my  original  conception  of  utilizing  the 
feeble  light  of  the  almost  despised  negative 
glow  was  correct. 

In  1S9(),  seven-foot  vacuum  tubes.  Fig.  o. 
with  external  electrodes  displaced  the  bulb 


GASEOUS  CONDUCTION  LIGHT  FROM  LOW-VOLTAGE  CIRCUITS 


579 


lamp.  The  vacuuin  rotator  succeeded  the 
vibrator  in  1897  and  1898.  Fig.  8  shows  the 
interior  of  the  historical  "Moore  Chapel." 
The  first  220-volt  direct-current  tubes,  started 
with  a  higher  potential  from  both  vibrator 
and  rotators,  were  then  made  and  used.  Fig.  G 
shows  the  5-foot  tube  which  was  used  in  tak- 
ing the  first  instantaneous  electric  portrait — 
Chauncey  M.  Depew  being  the  first  subject. 
The  anticipated  discovery  of  neon  was  an- 
nounced in  1898,  but  even  samples  of  it  were 
impossible  to  obtain  in  America.  Sir  Wm. 
Ramsey,  Lord  Raleigh,  Travers  and  their 
brilliant  contemporaries  announced  in  rapid 
succession  the  five  new  monatomic  elements, 
argon,  helium,  neon,  xenon,  and  krypton,  all 
of  which  will  probably  ultimately  take  im- 
portant places  in  the  world  of  commerce  and 
some  of  which  have  already  done  so. 


^    F'> 


^ 


<^ 


Fig.  6.     Five-foot  220.volt  Tube  Lamp 

Vacuum-breaks  were  displaced  in  1899 
for  a  combination  of  resonance  coils  and  a 
low-frequency  generator  and  later  high-fre- 
quency generator. 

In  1902,  the  "long  tubes"  (about  100  feet) 
appeared,  and  they  were  improved  in  1903 
with  internal  electrodes. 

The  beauty  of  the  first  long  tube  was  ad- 
mired by  thousands. 

The  first  rotary  high-vacuum  oil  pump  was 
developed  for  the  exhaustion  of  the  long  tubes 
built  in  situ. 

Also  a  24-inch  CO2  tube  lamp  provided  with 
a  carbon  filament  cathode  was  started  with 
higher  potential  on  220-volt  direct-current 
and  the  resultant  light  was  highly  efficient. 

Other,  though  similar,  tubes  and  lamps 
had  metallic  cathodes  buried  in  lime,  etc., 
and  it  was  noted  that,  when  operated  on 
alternating  current,  rectification  took  place. 
These  interesting  types  of  lamps  are  shown 
in  Fig.  7. 

It  was  a  great  advance  in  1904  and  1905 
to  discontinue  the  use  of  a  special  generator 
with  each  "long  tube"  installation  and  to 
obtain  brilliant  illumination  from  the  distri- 
bution street  circuits  by  the  use  of  nitrogen 


gas.     An  installation  of  such  lamps  is  shown 
in  Fig.  9. 

Special  electrodes  were  also  constructed 
with  auxiliary  circuits,  similar  to  those  later 
used  in  rectifiers,  pliotrons,  and  X-ray  tubes. 


Fig.  7-     Hot  Cathode  Luminous  Discharge  Lamp 
and  Its  Connections 

The  life  of  these  long  tubes  was  extended 
to  10,000  hours  during  the  period  of  1906  to 
1909  by  the  invention  of  the  electromagnetic 
feed  valve  and  over  four  miles  of  light-giv- 
ing tubing  were  commercially  installed.  The 
lobby  of  Madison  Square  Garden  is  shown 
in  Fig.  10.  Fig.  11  shows  the  details  of  the 
magnetic  feed  valve.  No  light  source  known 
today  equals  in  efficiency  a  neon  tube  l^i 
inches  in  diameter  and  200  feet  long.  The 
long-tube  system  is  theoretically  correct  in 
so  far  as  it  provides  means  for  generating 
light  at  the  exact  intensity  most  suitable  for 
the  eye ;  this  in  contra-distinction  to  the  gen- 
eration of  concentrated  light  at  an  enormous 
intensity  and  temperature  that  must,  before 


580     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  7 


Fig.  8.     Interior  of  the  Moore  Chapel  Lighted  by 
Gaseous  Conductor  Lamps 


Fig.  10.     Lobby  of  Madison  Square  Garden  Illuminated 
with  Low-voltage  "Long-tube"  Lamps 


Fig.  9.     Installation  of  Low-voltnge  "Long-tube"  Nitrogen  Conductor  Lamps 


GASEOUS  CONDUCTION  LICIIT  FROM   LOW-VOLTAGE  CIRCUITS 


581 


it  can  be  used  by  the  eye,  be  either  greatlv 
reduced  in  intensity  by  means  of  some  kind 
of  semi-transparent  or  diffusing  screen,  or 
widely  scattered  by  a  reflector.  Fundamen- 
tally the  first  cost  of  a  long  tube  system  is  less 
than  that  of  a  complete  incandescent  lamp 
system  and  its  life  is  longer  with  a 
resulting  lower  maintenance  cost. 
It  is  also  simpler. 

During  1910  and  1911,  the  long 
tubes  in  the  form  of  portable  artifi- 
cial daylight  windows  made  their 
appearance.  One  of  these  is  shown 
in  Fig.  12. 

Between  1913  and  1915,  several 
types  of  small  tube  lamps  dependent  upon  the 
new  chemical  gas  feed  principle  were  invented 
and  marketed  for  color  matching  purposes. 
Such  lamps  are  shown  in  Figs.  13  and  14. 
The  spectrum  of  this  type  of  color-matching 
lamp  will  never  be  surpassed  as  a  standard 
light  by  which  to  judge  colors. 

Simple   neon  tubes   operable   from   trans- 
formers were  designed  and  made  in  many  va- 


rieties. Some  were  equipped  with  screw  lamp 
bases.  These  outfits  consume  13  watts  and 
are  light  enough  to  be  screwed  into  an  ordi- 
nary incandescent  lamp  socket.  Lamps  of 
this  kind  have  run  without  change  for  over 
4000  hours. 


Fig    12. 


Compact  Form  of  "Long-tube"  Outfit 
for  Portable  Use 


Fig.  11.     Cross-sectional  Drawing  of  the 
Electro  Magnetic  Feed  Valve 


In  the  fall  of  1 916,  there  was  exhibited  the 
first  portable  and  thoroughly  commercial  neon 
tube  outfit  of  high  intensity  and  efficiency  oper- 
ated from  a  step-up  sixty-cycle  transformer. 
It  resembles  those  shown  in  Figs.  13  and  14 
except  that  the  tube  housing  is  twice  as  long. 
The  tube  is  in  the  form  of  a  hairpin  and  has 
a  total  gas  column  length  of  101  inches  at  J^ 
inches  diameter.  The  specific  efficiency  of 
this  type  of  lamp  is  0.74  watts  per  spherical 
candle-power. 

Even  this  high  efficiency  can  be  improved 
considerably  by  using  purer  neon  (that  is, 
neon  gas  that  does  not  contain  25  per  cent 
helium  and  other  impurities)  together  with 
a  longer  gas  column  and  of  greater  diameter. 
Also  the  electrode  losses  can  be  reduced.  But 
the  photometric  measurements  of  this  bril- 
liant type  of  tube  lamp  showed  a  total  of  180 
mean  spherical  candle-power  of  2260  limiens 
with  0.162  amperes  passing  through  the  gas 


582     July,  1920 


GENEIL^L  ELECTRIC  REVIEW 


Vol.  XXIII,  No. 


column.  Simple  straight  tubes  about  1^ 
inches  in  diameter  and  S  feet  long  could  be 
arranged  as  a  continuous  line  of  light  and 
used  for  the  lighting  of  large  interiors  or  for 
streets. 

The  initial  installations  would  have  great 
advertising  or  display  worth.     The  red  rays 


/*M!P 


.,»!... 


Fig.  13.     Color  Matching  Tube  Lamp  Operating 
on  the  Chemical  Gas  Feed  Principle 


Still  another  type  of  220-volt  direct-current 
neon  tube  was  started  by  using  an  auxiliary- 
current  to  raise  to  a  high  temperature  a  por- 
tion of  the  cathode.  Space  will  not  permit 
the  listing  of  many  other  varieties  of  gaseous 
lamps. 

However,  attention  is  to  be  called  to  the 
type  of  lamp  that  has  cold  electrodes  and  is 
designed  to  start  and  operate  without  using 
high  potential. 


UmmoQ. 


rajTOHZTj 


m 


OiAORAU  or  CONNECTIONS 


rrmr^f  I 


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(xmmr 


J  ELtCTRCOE 


ELECTRODE 


H 


GAS  GENERATOR 


RESISTOR 
SIMPLIFIED   CONNECTIONS 


will  also  be  valuable  for  signaling  purposes, 
etc. 

Various  alternating-current  tube  lamps  pro- 
vided with  two  similar  electrodes  were  also 
made  to  operate  on  220  volts  alternating  cur- 
rent without  a  step-up  transformer,  but  they 
need  a  momentary  higher  voltage  to  start 
the  gas  coltunn  discharge  which  is  most 
simply  obtained  by  short-circuiting  a  series 
inductance.  The  length  of  the  gas  column 
of  this  type  of  lamp  is  too  long  (about  '.i 
inches)  to  permit  220  volts  to  pass  any  cur- 
rent, but  it  will  maintain  the  discharge,  which 
is  positive,  for  an  indefinite  length  of  time 
after  once  started.  The  necessity  for  start- 
ing apparatus  is  an  objectionable  feature 
of  this  particular  type  of  lamp.  When  the 
gap  or  gas  cohmm  between  the  electrodes 
of  a  tube  lamp  on  220  volts  alternating  cur- 
rent is  less  than  about  1^4  inches,  the  light 
is  negative  glow. 

The  direct-current  lamp,  of  the  type  re- 
quiring high  potential  for  starting,  involves 
even  when  filled  with  neon  gas  a  special 
cathode  of  mercury  of  a  KNa  amalgam. 


ELEVATION 


GAS  GENERATOR 


Fig.  14.      Connection  Diagram  of  the  Type  of 
Lamp  Shown  in  Fig.  13 


The  current  of  a  220-volt  circuit  passes 
through  the  neon  gas  and  causes  it  to  give 
light.  No  potential-raising  transformer  is 
used.  When  the  particular  problem  was 
the  production  of  small  units  of  light,  its 
satisfactor\-    solution    bv    the    use    of    the 


GASEOUS  CONDUCTION  LIGHT  FROM  LOW-VOLTAGE  CIRCUITS 


583 


transformer  was  commercially  impracticable 
but  it  seemed  for  many  years  impossible 
to  obtain  any  light  without  using  a  trans- 
former. 

Fig.  15  shows  a  form  of  this  type  of  lamp, 
for  alternating  circuits.  Scores  of  modified 
designs  have  been  made.  It  is  a  novel  type 
of  lamp.  I  hope  that  many  will  see  in  it, 
with  me,  the  possibilities  of  a  lamp  of  this 
kind.  In  fact,  diligent  inquiry  among  scien- 
tific men  has  failed  to  find  anyone  who  did 
not  agree  that  all  theory  seemed  to  indicate 
the  great  probability  that  artificial  light  of 
high  efficiency  will  result  from  the  further 
development  of  lamps  of  this  kind.  The  hand- 
writing on  the  wall  seems  to  unmistakably 
indicate  that  to  further  increase  the  kmiinous 
efficiency  of  light  sources  in  general  we  shall 
need  to  resort  to  gaseous  radiation,  by  which 
means  it  may  be  possible  to  reduce  to  about 
one  tenth  the  energy  now  required. 

Since  the  ice  on  the  problem  now  seems  to 
be  broken,  it  is  my  earnest  hope  that  many 
of  the  ablest  inventors  will  become  actively 
interested  and  that  by  the  combined  knowl- 
edge, experience  and  ingeniousness  of  all 
who  have  studied  and  worked  on  gaseous 
conduction  phenomena,  the  many  problems 
involved  will  be  solved.  I  believe  "that  a  very 
great  deal  remains  to  be  learned  and  dis- 
covered. 

The  lamp  shown  in  Fig.  15  resembles  an 
incandescent  lamp  in  outward  form  and  per- 
haps is  far  niore  simple,  yet  it  is  not  an  incan- 
descent lamp.  Four  electrodes  made  of 
aluminum,  each  6  in.  long,  ^.s  in.  wide,  and 
iV  in.  thick,  are  mounted  in  a  3-in.  straight 
sided  bulb  about  a  common  center.  A  glass 
hub,  provided  with  radial  arms  of  glass, 
supports  the  electrodes,  which  have  holes  in 
them  and  through  which  the  arms  extend. 
The  capacity  of  the  solid  radiators  is  objection- 
able and  yet  the  effect  of  a  solid  radiator  is 
approached  by  radiators  made  of  very  small 
mesh  netting. 

In  designing  this  lamp,  an  effort  was  made 
to  take  advantage  of  every  factor  that  re- 
quired minimum  voltage  so  that  it  would 
operate  on  220  volts  or  less. 

The  potential  is  least  (volts  per  centi- 
meter) for  the  negative  glow.  All  of  the 
light  radiated  from  this  new  type  of  lamp  is 
produced  by  the  negative  discharge;  not  by 
the  positive  column  as  is  the  light  in  all  of 
the  long  vacuum  tubes  when  in  operation  on 
either  a-c.  or  d-c.  circuits.  All  text  books 
and  investigators  have  heretofore  considered 
that  the  amount  of  light  given  by  the  negative 


glow  in  any  vacuum  tube  discharge  was  so 
small  as  to  make  it  entirely  negligible  as  a 
light  source. 

An  ordinary  long  tube  discharge  consists 
of:  (a)  next  to  the  cathode,  the  short  first 
dark  space;  (b)  the  short  and  not  bright  neg- 


Fig.  15.      Negative  Glow  Lamp  Capable  of  Starting  and 
Operating  on  Low  Voltage  Without  Auxiliaries 

ative  glow;  (c)  the  short  second  dark  space; 
(d)  the  long  brilliant  positive  column  ex- 
tending to  the  anode.  But  in  the  lamps  here- 
with described,  the  positive  colimm  has  been 
practically  eliminated  and  substantially  the 
only  luminous  discharge  in  the  lamp  is  the 
negative  glow  which  appears  in  the  form  of 
a  velvety  glow  or  corona  of  yellowish  light 
over  the  entire  surface  of  the  alternating- 
current  electrodes  and  also  a  uniform  gase- 
ous radiation  throughout  the  interior  of  the 
bulb. 

The  lamp  shown  in  Fig.  15  is  designed  for 
operation  on  220-volt  a-c.  circuits.  From  the 
line  it  uses  about  0.11  amperes  and  21  watts, 
but  of  this  amount  3.0  watts  at  33  volts  is 
used  by  an  ohmic  resistance  about  1  in.  long 
placed  in  the  skirt  of  the  lamp  base,  because 
due  to  the  impurities  principally  in  the  neon 
gas  and  the  aluminixm  radiators  a  slight 
blackening  may  form  between  them  in  time 
and  may  cause  the  lamp  to  short  circuit. 

The  "finished  lamp  will  probably  require 
no  series  resistance,  but  at  the  present 
time  the  use  of  such  a  resistance  affords 
a  convenient  method  of  adjusting  the 
total  watts  consumed,  the  life,  and  the  in- 


5S4     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


tensity.  The  specific  efficiency  of  this  par- 
ticular type  of  lamp  is  low.  When  this  lamp 
is  consuming  17.4  watts,  it  gives  approxi- 
mately 1.16  s.c.p.,  which  corresponds  to  15 
watts  per  s.c.p.  Therefore,  the  most  impor- 
tant problem  still  to  be  solved  is  how  to  de- 


Fig.  16. 


-w^- 


Two  Methods  of  Connecting  the  Radiators 
When  Four  Are  Used  in  a  Lamp 


crease  the  number  of  heat  waves  and  increase 
the  number  of  luminous  radiations. 

When  the  line  voltage  was  reduced  to  135, 
the  light  was  suddenly  extinguished. 

The  neon  used  had  a  helium  content  of 
about  25  per  cent,  but  if  it  had  had  a  nitro- 
gen impurity  of  a  fraction  of  one  per  cent,  the 
neon  lines  would  have  been  greatly  reduced. 
The  pressure  of  the  gas  when  sealed  off  was 
3.5  mm. 

The  bulb  temperature  is  about  40  deg.  C, 
but  of  course  is  increased  when  the  watts 
are  increased. 

The  color  of  the  light  is  a  beautiful  yellow. 

Some  of  the  important  factors  to  which 
special  attention  has  been  given  in  the  design 
o*'  this  new  lamp  are : 

1.  The  attempt  to  use  a  gaseous  conductor 
of  maximum  conductivity. 

2.  Electrodes  that  are  subdivided  and  of 
as  large  a  total  area  as  possible. 

3.  A  gas  column  (discharge  gap)  as  short 

as  possible. 

4.  The  planes  of  the  electrodes  of  oppo- 
site polarity  placed  parallel  to  each 
other. 

5.  The  length  of  the  radiator  electrodes 

greater  than  the  gas  column  and  per- 
pendicular to  it. 


Since  the  light  is  entirely  due  to  negative 
glow,  cathodic  disintegration  of  the  electrodes 
is  one  of  the  problems  in  connection  with  this 
type  of  lamp,  but  it  is  practically  nil  when  the 
cathode  fall  equals  its  minimum  value.  It  is 
greater  at  lower  gas  pressures  and  increases 
as  the  square  of  the  current,  assimiing  a  con- 
stant electrode  area  and  gas  pressure,  but 
it  is  not  an  essential  to  transmission  of  current 
and  seems  to  be  largely  due  to  the  occluded 
gases,  particularly  hydrogen.  The  bulb 
blackening  is  far  less  with  aliuninum  radiators 
than  tungsten,  nickel,  copper,  etc.  Carbon 
in  pure  form  is  difficult  to  obtain.  Iron  radi- 
ators, as  well  as  various  radiators  combined 
with  fluorescent  coatings,  offer  promise. 

One  of  the  troubles  connected  with  the 
use  of  the  carbon  was  the  difficulty  of  re- 
moving all  of  the  occluded  gases.  However. 
this  may  be  overcome  by  heating  not  only 
carbon  electrodes  but  all  other  varieties  of 
radiators.  Radiators  of  whatever  material 
should  be  as  pure  as  possible  and  be  cleansed 
in  the  best  manner. 


^^ 


"Fig.  17.     Direct-current  Lamp 

with  Concentric  Radiators. 

the   Outer  of  Which 

Emits  the  Light 


Fig.  18.     Another  Variation  of 
the  Direct-current  Radi- 
ator Lamp,  the  Posi- 
tive Being  Wound 
as  a  Spiral 


This  corona  type  of  lamp  produces  a 
hmiinosit>'  that  is  not  due  to  arcing  or  even 
pure  discharge  phenomena,  but  is  due  to  the 
glow  of  light  emanating  from  electrodes  or 
radiators  that  nonnally  have  a  temperature 
below  red  heat.    According  to  the  theor\-  of 


GASEOUS  CONDUCTION  LIGHT  FROM  LOW-VOLTAGE  CIRCUITS 


585 


ionization,  the  temperature  within  the  neg- 
ative glow  is  higher  than  within  the  positive 
column  and  the  velocity  of  the  negative  ion 
is  greater  than  that  of  the  positive,  and  this  is 
one  reason  why  the  potential  required  to  pro- 
duce a  luminous  discharge  from  a  negative  pole 
is  less  than  from  a  positive,  together  with  the 
fact  that  in  the  negative  glow  the  number  of 
positive  and  negative  ions  are  about  equal. 

The  exceptional  luminous  efficiency  of  neon 
makes  it  unique  among  light  sources.  Im- 
mediately upon  the  announcement  of  its 
discovery  in  1S9S,  I  proposed  its  use  for  light- 
ing purposes.  Its  great  scarcity  until  recently 
has  made  rapid  progress  impossible.  Within 
the  last  few  days  announcement  has  been 
made  that  it  can  now  be  boiight  in  almost 
any  quantity  and  of  a  high  degree  of  purity. 
Its  luminous  spectrum  is  almost  ideally 
located  to  effect  the  eye  in  a  maximum 
manner.  It  is  a  splendid  example  of  selective 
emission  or  radiation  that  eliminates  the 
long  and  therefore  inefficient  waves. 


Fig.  19.     A  Simple  Form  of 
Alternating-current  Lamp 
Having    Four    Radi- 
ators  of   Alumi- 
num Netting 


Fig.  20.    A  Form  of  Gaseous 
Conductor  Lamp  Which 
in  Construction  Re- 
sembles the  Stand- 
ard  Incandes- 
cent Lamp 


It  does  for  gaseous  conductors  just  what 
the  Welsbach  mantle  or  the  impregnated  arc 
lamp  electrode  does  for  heated  solids. 

The  maximiun  emission  is  between  wave 
lengths  590  and  650  which  is  one  of  the  re- 
markable properties  of  this  gas.    It  produces 


over  a  hundred  times  as  much  luminosity 
for  the  same  watts  as  does  argon  for  example. 
Its  dielectric  cohesion  is  5.6  which  is  extremely 
low  when  compared  with  air  at  419.  It  has 
less  than  one  half  the  resistance  of  nitrogen. 
It  is  fortunate  that  the  color  of  the  negative 


Fig.  21.      Lamp  with  Wire  Electrodes  Wound  Parallel 
in  the  Form  of  a  Square  Spiral 

glow  of  neon  is  different  from  that  of  the 
positive  column. 

Neon  gas  when  used  as  a  positive  column 
of  light  has  a  color  so  reddish  that  it  wovild 
be  objectionable  for  many  purposes;  but  when 
the  same  gas  is  used  as  a  negative  glow, 
the  color  is  yellowish.  It  has  no  blue  or 
violet  or  indigo  lines  and  very  few  infra-red 
rays.  It  is  four  times  better  as  a  light  pro- 
ducer than  the  yellow-white  light  of  helium 
or  the  violet  of  xenon,  both  of  which  have 
many  infra-red  rays. 

The  characteristic  crimson  of  neon  has 
been  displaced  by  a  uniform  mass  of  soft 
}-ellow  light  that  somewhat  resembles  the 
color  of  a  high  class  oil  lamp,  or  that  from  the 
electric  incandescent  carbon  lamp,  the  in- 
trinsic brilliancy  of  which  is  theoretically  too 
great. 


586     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


The  connections  of  the  four  radiators  are 
shown  in  the  upper  diagram  of  Fig.  16,  but 
the  total  flux  of  light  is  not  very  much  less 
when  the  connections  are  as  in  the  lower 
diagram  of  Fig.  1 6. 

Scores  of  modifications  and  varying  designs 
have    suggested    themselves.      For    example. 


^ 


Fig.  22.      A  Tube  Variation  of  the  Radiator  Lamp 

such  a  type  of  lamp  that  is  suitable  for  alter- 
nating circuits  will  differ  from  a  properly 
designed  direct -current  lamp.  But  all  alter- 
nating-current lamps  will  give  some  light 
on  a  direct  current  of  the  same  voltage.  That 
is,  only  one  of  the  radiator  poles  (the  nega- 
tive) will  give  any  light.  Therefore,  in  the 
case  of  the  lamp  shown  in  Fig.  15,  only  two 
of  the  four  radiator  plates  will  be  luminous. 

The  positive  poles  will  remain  absolutely 
dark.  This  fact  is  given  recognition  in  the 
design  of  the  direct-current  lamp,  shown  in 
Fig.  17.  The  inner  cylinder  is  of  sheet  ahmii- 
num  and  the  outer  cylinder  is  of  aluminum 
netting  and  made  the  negative  pole. 

Fig.  18,  which  is  taken  from  the  United 
States  Patent  No.  1,316,967,  and  which  was 
applied  for  November  30,  1917,  shows  the 
positive  electrode  in  the  form  of  a  spiral  on 
the  axis  of  the  lamp. 

Fig.  19  shows  a  very  simple  lamp  for  alter- 
nating circuits  that  is  constructed  by  insert- 
ing into  a  three-inch  straight-sided  glass 
bulb  four  right  angles  made  of  aluminum 
netting  of  U.052  wire  having  a  mesh  of  eight 
wires  per  inch.  Each  right  angle  is  5  inches 
long.  Eight  glass  buttons  or  spacers  keep 
all  portions  of  these  four  angles  at  a  uniform 
distance  of  ys  in-  from  each  other,  and  they 
are  all  held  in  place  by  the  walls  of  the  bulb. 

Just  as  a  final  mechanical  fonn  for  the  major 
designs  of  the  tungsten  lani])  was  arrived  at, 
so  also  will  doubtless  be  the  case  with  lamps 
or  tubes  based  on  the  corona  principle. 
These  lamps  should  be  so  designed  mechan- 
ically that  a  maximum  amount  of  the  light 
that  is  generated  has  free  exit  or  is  reflected 
in  the  best  manner. 

Fig.  20  has  a  construction  that  closely  re- 
sembles that  of  a  standard  tungsten  incan- 
descent lamp. 

Fig.  21  shows  wire  electrodes  wound  parallel 
to  each  other  on  a  glass  drum. 

Fig.  22  shows  such  a  lam])  in  the  fonn  of  a 
tube. 


The  dozen  most  important  factors  in- 
volved in  the  design  of  these  lamps  should 
be  examined  theoretically  and  a  definite 
conclusion  reached  concerning  each  one,  so  as 
to  determine  definitely  its  possibilities. 

Some  of  the  important  variables  are : 

The  gas  pressure;  for  (a)  efficiency,  (b)  life. 
Electrodes;  material,  form  (wire),  and  area 

best   suited  for  a  definite  voltage,   life, 

wattage,  intensity,  and  efficiency. 
The  exhaust  program. 
The  length  of  the  gas  column;  that  is,  the 

distance  between    radiators  of   opposite 

polarity. 
Volume  and  shape  of  the  bulb. 

When  the  gas  pressure  is  too  high  (about 
ten  millimeters)  no  light  appears;  but  at  six 
millimeters  it  consists  of  a  velvety  or  lumi- 
nescent glow  that  closely  envelops  the  radi- 
ators and  extends  further  and  further  from 
them  as  the  pressure  grows  less  until  it  fills 
the  entire  bulb  with  a  suffused  glow,  which, 
however,  becomes  thinner  and  less  luminous 
when  the  pressure  is  still  further  reduced. 

It  seems  advantageous  to  subdivide  the 
radiator  of  each  negative  pole.  The  lamp 
made  in  accordance  with  Fig.  23  shows  that 
far  more  light  is  generated  between  such  sub- 
divisions than  between  areas  attached  to  op- 
posite poles. 

It  is  apparent  that  a  brighter  lamp  is 
desirable.  Photometric  measurements  of 
lamps  constructed  as  in  Fig.  21,  showed  2.59 
spherical  candle-power  on  220  volts  altemat- 


Fig.  23.     A  Form  of  Lamp  with  Subdivided  Electrodes 

ing  current.  The  higher  the  voltage,  the  easier 
is  this  problem.  Therefore,  perhaps  it  would 
be  best  first  to  develop  a  lamp  for  the  com- 
mercial 500-volt  circuits.  When  the  voltage 
is  raised  abnormally  <mi  most  of  these  lamps, 
they  will  arc  destructively  even  though  the 


GASEOUS  CONDUCTION  LIGHT  FROM  LOW-VOLTAGE  CIRCUITS 


oS7 


air  gap  is  large.  Oftentimes  there  seems  to 
be  less  tendency  to  this  destructive  "ball 
discharge"  arcing  when  the  air  gap  is  small 
than  when  it  is  large,  because  then  the  ohmic 
series  resistance  can  be  greater.  The  lamp 
shown  in  Fig.  15  has  a  discharge  gap  of  5^  in. 
but  in  other  lamps  it  varies  from  ^  in.  to 
one  inch. 

The  lamps  that  gave  the  most  light  on  110 
volts  are  those  whose  radiators  were  made  of 
wire  of  sm.all  diameter  and  small  total  area 
as  shown  in  Fig.  20. 

Photometric  data  of  various  types  of  these 
corona  lamps  have  been  obtained  by  the  use 


7.  Multiply  Moore  lamp  readings  by  ratio 
of  Mazda  "B"  reading  to  Mazda  "B" 
spherical  candle-power. 

The  tabulation  in  Table  I  shows,  first, 
the  performances  of  four  lamps  constructed 
approximately  as  in  Fig.  15  on  alternat- 
ing current,  and  then  follows  the  test 
data  of  several  lamps  of  varying  construc- 
tions. 

Table  II  shows  most  of  these  lamps  when 
operating  on  direct-current  circuits,  under 
which  circumstances  of  course  but  one  pole 
gives  any  light. 


TABLE   I 

ALTERNATING-CURRENT  LAMPS 


LINE 

LAMP 

LINE 

SERIES 

Lamp' 
Nos. 

Volts 

Amps. 

Volts 

Watts 

Spherical 
Candle-power 

Watts  per 

Spherical 

Candle-power 

Watts 

Watts  per 

Spherical 

Candle-power 

Resistance 

547 

155  (min.) 

164 

0.03 

149 

5 

0.234 

21 

4.5 

24 

500 

221 

0.105 

168 

15.5 

0.,594 

26 

21 

35.5 

264 

0.16 

184 

24.5 

1.04 

23.5 

37.5 

36 

595 

135  (min.) 

300 

166 

0.045 

1.53 

3.9 

0.258 

15 

4.5 

17 

• 

220 

0.11 

1S7 

17.4 

1.15 

15 

21 

17 

265 

0.18 

211 

32.9 

2.44 

13.4 

42.6 

17 

594 

127  (min.) 

300 

167 

0.045 

153     . 

4.4 

0.392 

11.2 

5.0 

12 

220 

0.135 

180 

21 

1.24 

17 

26.4 

21.2 

265 

0.215 

200 

37.2 

2.4 

15 

51 

21.2 

430 

220 

0.13 

155 

17 

0.715 

23.5 

26 

34 

500 

605 

220 

0.11 

188 

16.7 

0,897 

18.5 

20 

22 

300 

609 

220 

0.245 

195 

53 

1.825 

29 

58 

32 

100 

600 

220 

0.095 

172 

14.1 

0.715 

19.8 

18.6 

26 

500 

647 

220 

0.185 

164.5 

24.5 

0.870 

28 

34.5 

39 

300 

270 

220 

0.205 

179 

29 

1.047 

27 

37.5 

36 

200 

669 

220 

0.135 

193 

15.9 

0.645 

24 

19.5 

30 

200 

675 

220 

0.085 

126.5 

19 

0.601 

31 

16.5 

27 

1100 

673 

220 

0.22 

176 

30.3 

0.847 

35 

40 

47 

200 

of    an    80-inch    sphere.      Color    corrections 
were  made  by  the  following  procedure: 

1.  Hold  Moore  lamp  at  220  volts  and  ad- 

just comparison  lamp  to  Moore  lamp 
color. 

2.  Set  galvanometer  on  zero  and  maintain 
comparison  lamp  at  above  color. 

3.  Adjust  Mazda  "B"  lamp  to  comparison 

lamp  color  and  note  voltage. 

4.  Ascertain    horizontal    candle-power    of 

Mazdz  "  B  "  lamp  at  above  voltage. 

5.  Horizontal  candle-power  of  Mazda  "B" 
lamp  X  0.7S5  —  spherical  candle-power 
of  Mazda  "  B  "  lamp. 

G.  Read  Mazda  'B"  lamp  and  all  direct- 
current  or  alternating-current  Moore 
lamps  against  comparision  lamp  as  set. 


It  is  safe  only  to  consider  these  data,  how- 
ever, as  indicating  very  broad  generalizations 
because  no  two  lamps  have  been  made  alike, 
even  as  regards  their  mechanical  construc- 
tion, and  they  also  differ  as  regards  the  purity 
of  the  gas  and  its  pressure,  the  exhaust  pro- 
gramme, etc.  There  were  also  encountered 
difficulties  as  regards  the  photometrical  and 
electrical  measurements;  for  example,  when 
such  a  lamp  is  consuming  less  than  two  watts 
the  amount  of  the  light  seems  considerable  to 
the  eye  in  a  dark  room . 

Nevertheless,  I  believe  that  complete  and 
exact  specifications  should  be  determined  upon 
for  an  ideal  lamp  of  this  nature  entirely  inde- 
pendent of  itscomparativerelationstootherand 
seemingly  far  superior  fomis  of  artificial  light. 


588     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


Some  of  the  conclusions  that  may  be  drawn 
are  as  follows : 

1.  The  efficiency  of  these  lamps  is  about 
the  same  whether  operating  on  alternat- 
ing-current or  direct-current  circuits. 

2.  The  efficiency  is  about  the  same  on 
alternating-current  circuits  over  a  wide 
voltage  range. 

3.  The  efficiency  is  about  the  same  on 
alternating-current  circuits  over  a  wide 
range  of  intensities. 

4.  The  spherical   candle-power  varies  ap- 

proximately with  the  wattage  on  either 
alternating  current  or  direct  current. 


9.   The    power-factor    of    these    lamps    is 
about  85  per  cent. 

This  new  form  of  lamp  demonstrates  that 
useful  gaseous  conductor  light,  that  to  say  the 
least  has  advertising  value,  can  now  be  pro- 
duced in  a  simple  manner  from  ordinar%-  com- 
mercial circuits.  Special  uses  will  be  found 
for  such  lamps,  for  example,  as  polarity  or 
potential  indicators.  Since  the  internal  parts 
are  all  below  red  heat,  gas  explosions  will  not 
be  caused  by  bulb  breakage.  Gaseous  light, 
due  to  electrical  agitation,  has  to  a  limited 
extent  been  emancipated  from  all  necessity 


TABLE  II 
DIRECT-CURRENT  LAMPS 


LINE 

LAMP 

LINE 

SERIES 

Lamp 
Nos. 

Volts 

1 
Amps. 

Volts 

Watts 

Spherical 
Candle-power 

Watts  per 

Spherical 

Candle-power 

Watts 

Watts  per 

Spherical 

Candle-power 

Resistance 

547 

165 

0.017 

1.56.5 

2.66 

0.158 

16 

2.8 

17.8 

500 

220 

0.066 

187 

12.3 

0.444 

27 

14.5 

32.7 

265 

0.124 

203 

25.1 

0.880 

28 

32.8 

37.3 

595 

165 

0.013 

161.1 

2.0 

0.178 

11.7 

21.1 

12.1 

300 

220 

0.072 

198.4 

14.2 

0.792 

17.8 

15.8 

20 

265 

0.134 

224 

30 

1.88 

16 

35.8 

18.9 

594 

165 

0.014 

160.8 

9  O 

0.178 

12.3 

2.3 

12.9 

300     • 

220 

0.061 

201.7 

12.3 

0.633 

18.7 

13.4 

20.2 

1 

265 

0.13 

261 

33.9 

1.53 

22 

.34.4 

22.5 

605 

165 

0.01  o 

160.2 

2.5 

0.217 

TT.5 

2.6 

12.2 

300 

220 

0.078 

196.6 

15.2 

0.787 

19 

17.1 

21.8 

265 

0.146 

221 

32 

1.48 

22.3 

38.7 

26 

609 

220 

0.16 

204 

32.4 

1.48 

21.5 

35 

23.5 

100 

430 

219 

0.105 

166 

16.2 

0.796 

22.5 

21.9 

27.4 

500 

600 

220 

0.04 

198 

8 

0.387 

20.5 

8.8 

22.5 

500 

The  lamps  with  a  reasonably  pure 
neon  color  were  not  as  efficient  as  those 
in  which  gas  impurities  made  the  color 
whiter. 

The  general  lamp  performance  is  not 
ver\'  sensitive  to  wide  variations  in  the 
length  of  the  gas  column  or  gap. 
The  same  lamp  equipped  with  the  same 
resistance  and  operating  at  the  same 
voltage  takes  a  considerably  higher  line 
wattage  on  alternating  current  than  on 
direct  current,  which  doubtless  is  prin- 
cipally due  to  the  light  radiating  area 
being  double. 

The  candle-power  is  greater  ^\•ith  radia- 
tors of  large  area. 


for  an  heretofore  ever-present  high  potential 
either  for  starting  or  normal  operation.  The 
basic  conception  of  using  a  gas  to  supplant 
the  heated  filament  in  an  ordinan*-  lamp 
seemed  wholly  impossible,  yet  this  new  type 
of  lamp  makes  it  at  least  a  partial  reality. 
It  constitutes  an  advance  in  that  it  adds  to 
our  knowledge  of  a  very  little  developed 
subject.  A  new  epoch  in  the  histon.-  of  Gas- 
eous Conduction  Lighting  has  been  reached. 
It  is  my  hope  that  the  great  cause  of  new  and 
better  lighting  methods  in  which  my  deep  inter- 
est has  been  centered  for  years  may  be  spurred 
to  rapid  advancement  in  a  new  direction  that 
gives  promise  of  reward  to  an  unlimited  num- 
ber of  worthy  investigators  and  inventors. 


589 


Fundamental  Phenomena  in  Electron  Tubes 
Having  Tungsten  Cathodes 

Part  II 

By  Irving  Langmuir 

Research  Laboratory,  General  Electric  Company 

The  preceding  section  of  this  article  appeared  in  our  June  issue.  In  the  present  and  concluding  install- 
ment, the  author  first  treats  of  the  fact  that  electrons  impinging  on  solid  surfaces  frequently  cause  the 
emission  of  relatively  large  numbers  of  secondary  electrons.  He  then  discusses  how  such  phenomena  may 
play  a  prominent  part  in  the  operation  of  vacuum  tubes  and  describes  striking  experiments  illustrating  these 
effects.  In  the  remainder  of  the  article  he  deals  with  the  manner  in  which  the  various  fundamental  phenomena 
co-operate  to  determine  the  operating  characteristics  of  electron  tubes. — Editor. 


Secondary   Electron   Emission   from  the   Walls  of  a 
Discharge  Tube 

With  relatively  high-voltage  electron  dis- 
charges in  high  vacuum,  particularly  w^hen  the 
walls  of  the  vessel  are  of  unusual  shapes,  so 
that  the  distance  between  the  electrodes  is 
large  and  the  walls  of  the  vessel  interfere  with 
the  free  passage  of  electrons  between  the 
electrodes,  it  may  happen  that  the  bombard- 
ment of  the  walls  of  a  vessel  by  high  velocity 
electrons  and  the  consequent  emission  of 
secondary  electrons  becomes  a  phenomenon 
of  vital  importance. 

When  a  surface  of  glass  is  struck  by  elec- 
trons with  relatively  high  velocities  corre- 
sponding to  20  to  100  volts  or  more  the  energy 
of  the  impact  may  cause  other  electrons 
already  present  in  the  glass  to  be  knocked  off 
or  emitted.  Of  course,  these  electrons  leave 
the  glass  with  less  energy  than  that  of  the 
primary  electrons  which  struck  the  glass, 
and  a  large  part  of  the  energy  of  the  primary 
electrons  is  converted  into  heat,  thus  heating 
the  walls  of  the  vessel  subject  to  this  electron 
bombardment.  Under  ordinary  conditions, 
with  a  discharge  tube  in  which  the  walls  of 
the  tube  are  not  so  shaped  as  to  interfere 
directly  with  the  passage  of  electrons  between 
the  two  electrodes,  phenomena  of  this  kind 
become  important  only  at  extremely  high 
voltages,  of  the  order  of  magnitude  of  50,000 
volts  or  more,  although  in  the  presence  of 
small  amounts  of  gas  the  effects  of  secondary 
electron  emission  arc  often  a  serious  disturbing 
factor  at  voltages  of  the  order  of  magnitude 
of  10,000  vdlts. 

A  glass  tube  with  cylindrical  walls,  about 
two  inches  in  diameter  and  about  eight  inches 
long,  contained  a  V-shaped  tungsten  cathode 
placed  at  about  the  center  of  the  tube,  and 
a  disk-shaped  anode  of  tungsten  placed 
perpendicular  to  the  axis  of  the  tube  at  a 


distance  of  about  an  inch  or  a  little  more 
from  the  tip  of  the  V  of  the  tungsten  filament. 
This  tube  was  exhausted  to  a  particularly 
high  vacuum,  the  tungsten  anode  having 
been  heated  to  brilliant  incandescence  by  use 
of  a  high-voltage  discharge.  It  was  found 
that  this  tube  could  be  operated  in  either 
one  of  two  ways;  (1)  If  a  voltage  of  a  few 
hundred  volts  was  applied  to  the  anode  and 
the  temperature  of  the  cathode  was  gradually 
raised,  it  was  found  that  the  tube  operated 
in  a  normal  manner,  the  energy  of  the 
discharge  being  liberated  at  the  anode  and 
causing  a  heating  of  the  anode,  the  walls  of 
the  tube  remaining  relatively  cold,  receiving 
only  heat  that  was  radiated  to  them  from  the 
anode.  Under  these  conditions  the  current 
between  anode  and  cathode,  because  of  the 
space  charge  and  because  of  the  negative 
charge  which  accumulated  on  the  walls  of  the 
vessel,  was  limited  to  a  comparatively  small 
value.  (2)  If  a  switch  in  the  circuit  carrying 
current  to  the  anode  was  opened  and  then 
immediately  closed  again,  it  was  found  that 
the  characteristics  of  the  discharge  were 
entirely  different.  The  current  flowing  to  the 
anode  was  now  much  greater  than  before,  but 
the  heating  of  the  anode  was  less  than  before, 
and  the  energy  of  the  discharge  was  liberated 
in  greater  part  on  the  walls  of  the  vessel 
surrounding  the  space  between  two  elec- 
trodes. 

It  was  found  repeatedly  that  it  was  possible 
to  change  from  one  type  of  discharge  to  the 
other.  With  the  second  type  of  discharge 
there  was  a  tendency  for  the  vacutnn  to 
become  poorer,  as  was  indicated  by  a  decrease 
in  the  electron  emission  from  the  cathode. 
These  simple  experiments,  together  with 
practical  experience  obtained  in  connection 
with  the  manufacture  of  Coolidge  X-ray 
tubes  and  the  exhaustion  of  a  large  nttmber  of 


590     July,  192() 


GENERAL  ELECTRIC  REVIEW 


Vo    XXIII   No.  7 


thermionic  devices,  have  indicated  clearly 
that  secondary  electron  emission  from  the 
walls  of  the  glass  under  influence  of  bombard- 
ment is  responsible  for  phenomena  of  this 
kind. 

In  the  second  type  of  discharge  the  sudden 
application  of  the  voltage  to  the  anode  causes 
some  high  velocity  electrons  to  strike  the 
walls  of  the  vessel.  These  high  velocity 
electrons  cause  the  emission  of  large  num- 
bers of  low  velocity  secondary  electrons  from 
the  surface  of  the  glass,  so  that  the  walls  of 
the  glass  lose  a  larger  amount  of  negative 
electricity  than  they  received,  and  thus 
tend  to  become  positively  charged.  The 
discharge  therefore  maintains  itself,  the 
electrons  flowing  from  the  cathode  to  the 
surface  of  the  glass,  thus  causing  the  emission 
of  other  electrons  which  then  pass  to  the 
anode.  This  discharge,  of  course,  soon 
reaches  a  stationary  condition  in  which  the 
number  of  electrons  emitted  from  the  glass  is 
equal  to  the  number  of  electrons  which  strike 
the  glass.  The  potential  of  the  glass  is  then 
intennediate  between  that  of  the  anode  and 
cathode,  usually  much  more  nearly  that  of 
the  anode  than  that  of  the  cathode.  The  fact 
that  the  glass  surface,  which  has  a  large 
area  compared  to  that  of  the  anode,  becomes 
decidedly  positively  charged  with  respect 
to  the  cathode,  greatly  increases  the  current- 
carrying  capacity  of  the  space  between  the 
two  electrodes,  in  much  the  same  way  that  a 
positively  charged  grid  in  a  thrcc-clcctrode 
device  increases  the  current  that  can  flow 
between  the  cathode  and  anode. 

When  devices  are  made  up  in  which  the 
glass  walls  play  even  a  more  prominent  part 
than  in  the  tube  that  I  described,  for  example, 
where  the  anode  and  cathode  are  separated  to 
considerable  distances  and  the  vessel  forms  a 
rather  long,  narrow  tube  connecting  the 
spaces  around  the  two  electrodes,  the  phe- 
nomena due  to  secondary  electron  emission 
have  a  still  more  controlling  effect  on  the 
characteristics  of  the  discharge.  The  most 
striking  difference  between  the  characteristics 
of  a  tube  of  this  kind  and  one  in  which  second- 
ary electron  emission  plays  no  part  is  that 
the  walls  of  the  tube  become  heated  by  the 
secondary  electron  bombardment,  instead  of 
the  whole  of  the  energy  of  the  discharge  being 
liberated  in  the  fomi  of  heat  at  the  anode. 
The  bombardment  of  the  walls  of  the  tube 
and  the  resultant  heating  tend  to  liberate 
gas  from  the  walls,  so  that  if  a  tube  of  this 

*  Annalen  der  Physik.  S3,  67.3  (1910);  Leipiigcr  Cerichte  63, 
34    (I9U);   Annalen  dor  Physik.  .53.  24  (19U). 


kind  is  to  have  constant  characteristics, 
particularly  great  care  must  be  used  in  freeing 
the  walls  of  the  vessel  from  gases  which 
might  otherwise  be  evolved  while  the  dis- 
charge is  passing. 

Lilienfeld*  has  made  an  elaborate  study  of 
discharges  taking  place  in  high  vacuum 
through  long,  narrow  tubes  connecting  two 
bulbs,  one  of  which  is  provided  with  a  hot 
cathode,  while  the  other  contains  an  anode. 
He  measured  the  potential  drop  between 
sounding  electrodes  placed  in  the  tube  about 
three  centimeters  apart. 

The  energy  of  the  discharge  was  consumed 
in  heating  the  walls  of  the  tube.  This  heating 
togetherwiththe  fluorescence  of  the  tube  walls, 
and  the  uniform  ])otential  gradient  along  the 
tube  prove  that  the  discharge  depended  upon 
the  emission  of  secondary  electrons  resulting 
from  the  electron  bombardment  of  the  walls. 
Lilienfeld,  however,  interprets  his  results  as 
indicating  that  empty  space  is  dissociated 
into  positive  and  negative  electrons  by  pas- 
sage of  current  through  it.  By  repeating 
Lilienfeld's  experiments.  Dr.  A.  W.  Hull  and  I 
have  found  that  the  characteristics  are  of  just 
the  kind  that  are  to  be  ex])ectcd  as  a  result  of 
secondary  electron  emission.  No  measurable 
discharge  takes  place  in  high  vacuum  with  a 
tube  like  Lilienfeld's  until  voltages  above 
1000  volts  are  apjilied  between  the  anode  and 
cathode.  The  current  then  begins  suddenly. 
At  much  higher  voltages  the  current  increases 
about  in  i)roporlion  to  the  square  of  the 
voltage.  This  tyj^c  of  electron  discharge  is 
radically  different  from  that  in  the  pliotron  or 
kenotron,  where  the  electrons  pass  dirccth" 
from  cathode  to  anode  and  liberate  all  their 
energy  at  the  anode  in  the  form  of  heat. 

Dr.  A.  W.  Hull*  has  constructed  a  device 
called  the  dynatron,  in  which  secondary 
electron  emission  from  a  metallic  anode  is 
made  use  of  to  produce  a  true  negative 
resistance. 

The  device  consists  essentially  of  a  filament, 
a  plate,  and  a  jierf orated  anode  (or  grid) 
located  between  the  filamelit  and  plate.  The 
anode  being  maintained  at  a  positive  potential 
of,  say  200  volts,  attracts  the  electrons  from 
the  cathode,  but  most  of  these  pass  through 
the  perforations  of  the  anode  and  strike  the 
plate  unless  this  is  at  too  low  a  potential.  If 
the  plate  is  at  a  ])otential  of  over  2.'>  volts, 
some  secondary  electrons  of  low  velocity  arc 
emitted  and  tJiese  pass  to  the  anode.  The 
emission  of  the  secondary  electrons  thvis 
decreases  the  current  to  the  jilate.  When 
the  plate  voltage  is  raised  to  about  lUO  volts. 


PHENOMENA  IN  ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES      591 


the  number  of  secondary  electrons  emitted  is 
about  equal  to  the  number  of  primary 
electrons  striking  the  plate,  so  that  the  plate 
loses  about  as  many  electrons  as  it  gains,  and 
the  current  falls  to  zero.  With  a  further 
increase  of  plate  voltage  the  number  of 
secondary  electrons  exceeds  that  of  the 
primary,  so  that  the  effect  of  the  electron 
bombardment  of  the  plate  is  to  cause  it  to 
give  up  more  electrons  than  it  receives.  Thus 
the  current  to  the  plate  flows  in  the  opposite 
direction  to  the  applied  potential,  but  under 
certain  conditions  is  proportional  to  this 
applied  voltage.    Thus  the  plate  circuit  has  a 


Volt-ampere  Characteristics 

If  we  determine  the  volt-ampere  character- 
istics of  any  two-electrode  electron  device  or 
kenotron,  over  a  wide  range  of  voltages, 
including  negative  anode  voltages,  we  obtain, 
in  general,  a  curve  consisting  essentially  of 
three  parts: 

(a)  A  region  in  which  the  current  is 
determined  by  the  initial  velocities  of  the 
electrons;  (6)  a  region  where  the  current  is 
determined  by  space  charge;  and  (c)  the 
saturation  region  in  which  the  current  is 
determined  by  the  electron  emission  from 
the  cathode.    The  laws  of  variation  of  current 


20  — 


JO  — 


-JO   B       A         -0.5 
VO/U 


characteristic  exactly  like  that  of  a  negative 
resistance. 

This  secondary  electron  emission  is  not 
normally  of  importance  in  the  pliotron,  but 
under  exceptional  circumstances,  as  for 
instance,  when  very  high  grid  potentials  are 
used,  the  secondary  emission  from  the  grid 
may  produce  very  remarkable  results.  Thus 
with  very  high  grid  voltages  the  grid  current 
may  reverse  in  direction,  so  that  electrons 
flow  from  the  grid  to  the  anode.  If  there  is 
sufficient  impedance  in  the  grid  circuit  the 
grid  thus  becomes  still  more  positively 
charged  until  its  potential  approaches  that 
of  the  anode.  In  high  power  tubes  this  may 
lead  to  extreme  electron  bombardment  of  the 
grid  and  undue  heat  production.  vSuch  effects 
are  easily  avoided  by  limiting  the  positive 
potentials  of  the  grid  to  reasonable  values. 

•  Phys.  Rev.  r.  141  (1916);  Proc.  Inst.  Radio  Eng.  ff.  5  (1918). 
tSee   Richardson.   Phil.    Mag.   16.  35.3.890   (1908);    17,  813 
(1909);  IS.  681  (1909). 


with  voltage  and  with  temperature  in  these 
three  regions  are  totally  distinct  from  one 
another. 

(a)   Current  Limited  by  Initial  Velocities 

With  negative  anode  voltages  the  current 
varies  with  the  voltage  according  to  a  law 
derived  from  Maxwell's  Distribution  Law. 

In  this  region  the  current  is  dependent  on 
the  number  and  velocities  of  the  electrons 
emitted  and  is  therefore  extremely  sensitive 
to  filament  temperature. 

In  applying  Maxwell's  Distribution  Law 
it  is  necessan-  to  know  exactly  the  shapes  of 
the  electrodes,  t 

In  the  ideal  case  of  parallel  plane  electrodes, 
the  current  should  increase  exponentially  with 
the  voltage  of  the  anode,  that  is,  for  each 
increment  of  voltage,  the  current  should 
increase  in  the  same  ratio.  Fig.  1  illustrates 
more  clearlv  the  wav  that  the  current  varies 


592     July.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol   XXIII.  Xo. 


with  the  voltage.  The  curve  A  P  is  an  exponen- 
tial cun-e.  In  this  cur\^e  the  anode  voltage  is 
plotted  as  abscissa  and  the  current  passing 
to  the  anode  is  given  as  ordinate.  It  is  seen 
that  this  Maxwell's  Distribution  Law  is  ob- 
ser\-ed    only   with   negative   anode   voltages. 


10- 


L       - 


20      30 
VoJtS 

Fig.  3 

For  each  increase  of  0.2  volt  in  the  anode 
voltage  the  current  increases  by  a  little  more 
than  two-fold. 

If  now.  instead  of  plotting  this  curve  as 
current  against  voltage,  we  plot  the  logarithm 
of  the  current  against  the  voltage,  we  obtain 
a  straight  line  as  is  shown  bv  the  line  A  P  of 
Fig.  2.  , 

The  slope  of  the  line  A  P  in  Fig.  2,  is  not 
arbitrary,  but  can  be  calculated  by  Max- 
well's Distribution  Law.  The  slope  is 
inversely  proportional  to  the  temperature  of 
the  cathode.  It  is  apparent  at  once  that 
there  is  a  very  great  advantage  in  plotting 
the  volt-ampere  characteristics  over  this 
range  as  in  Fig.  2,  that  is,  plotting  the 
logarithm  of  the  current  instead  of  th,e  current 
itself. 

The  simplicity  of  the  relationship  denoted 
by  the  line  A  P  in  Fig.  2  is  due  to  the  fact  that 
between  parallel  plane  electrodes  it  is  only 
the  velocity  component  perpendicular  to  the 
surface  which  determines  whether  the  elec- 
trons emitted  from  the  surface  of  the  cathode 
are  able  to  pass  to  the  anode.  When  the 
anode  or  cathode  arc  not  in  the  form  of 
parallel  planes  their  relationships  are  in 
general  more  complicated. 

With  a  small  cathode  which  might  practi- 
cally be  considered  as  a  point,  at  the  center 

•Anna'.ender  Physik.  I,!,.  1011.  (1914). 


of  a  spherical  anode,  it  is  evident  that  all  the 
electrons  striking  the  anode  are  moving  in  a 
direction  perpendicular  to  the  surface  of  the 
anode.  Under  these  conditions  it  is  not  the 
velocity  component  in  the  given  direction 
among  the  electrons  escaping  from  the 
cathode  which  is  important  but  rather  the 
total  velocity.  This  velocity  is  distributed 
according  to  a  somewhat  different  law  from 
that  which  applies  to  the  velocity  component, 
so  that  another  form  of  Ma.xwell's  Distribu- 
tion Law  must  be  applied. 

By  the  dotted  line  B  P  in  Fig.  2  it  is  shown 
approximately  how  the  characteristics  of  a 
device  in  the  region  where  the  current  is 
limited  by  the  effect  of  initial  velocities  is 
modified  b>"  the  use  of  electrodes  which  are 
not  in  the  form  of  parallel  planes.  The  exact 
shape  of  this  cur\-e  depends  on  the  shape  of 
the  electrodes,  but  in  general  the  curve  is 
horizontal  where  it  meets  the  axis  O  P  at  the 
point  P,  and  tends  to  be  parallel  to  the  line 
A  P  for  the  larger  negative  \-oltages. 

Schottky*  has  discussed  in  detail  the 
characteristics  of  a  thermionic  device  having 
a  straight  filament  mounted  in  the  axis  of  a 
cylindrical  anode.  He  avoided  complications 
due  to  the  end  effects  in  the  cylinder  by 
having  two  auxiliary-  cylinders  placed  at  the 
ends  of  the  main  cylinder;  he  also  avoided 
complications  due  to  the  potential  drop  along 
the  filament  by  using  a  rotating  commutator. 


He  found  that  with  currents  of  the  order  of 
magnitude  of  one  tenth  of  a  milli-ampcrc  the 
experimental  cur\-es  depart  considerably  from 
the  theoretical  curves  because  of  the  space 
charge  effect.  With  currents  as  low  as  10-' 
ampere  this  effect  is,  however,  not  appreciable. 


PHENOMENA  IK  ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES      593 


Where  the  effect  is  absent  the  curve  is  of  the 
type  shown  by  B  P  H  of  Fig.  2. 

The  part  of  the  curve  represented  by  the 
horizontal  hne  P  H  corresponds  to  the  satura- 
tion current,  and  is  therefore  determined  by 
the  electron  emission  solely.  Schottky  finds 
that  in  general  there  is  a  transition  curve 
such  as  that  shown  by  T  S  H  in  Fig.  2,  between 
the  part  of  the  curve  where  the  current  is 
limited  by  the  effect  of  initial  velocities  and 
the  part  where  it  is  limited  by  electron 
emission. 

With  electron  tubes  which  operate  with 
currents  of  the  order  of  milliamperes,  the 
part  of  the  curve  in  which  the  current  is 
limited  by  the  initial  velocities  is  only  a  very 
negligible  part  of  the  whole  curve. 

(b)    Current  Limited  by  Space  Charge 

In  the  second  region  the  current  increases 
in  proportion  to  the  3/2  power  of  the  applied 
voltage,  and  is  practically  independent  of  the 
filament  temperature.  In  this  range  where 
the  current  is  limited  by  space  charge  the 
relation  between  the  current  and  the  voltage 
is  like  that  shown  in  Fig.  3.  If  instead  of 
plotting  the  volts  and  the  amperes  we  plot  the 
logarithm  of  the  current  against  the  logarithm 
of  the  voltage,  or  if  we  plot  the  current  and 


1800 


2/00° 


1900'  £000" 

Temp 

Fig    5 


the  voltage  on  logarithmic  paper,  we  obtain 
a  straight  line  as  indicated  in  Fig.  4.  The 
slope  of  this  line  is  not  arbitrary  but  is 
always  3/2,  that  is,  for  any  given  increment 
of  the  abscissas  the  increase  in  the  ordinates  is 
1.5  times  as  great.    It  is  readily  seen  that  the 


law  according  to  which  the  current  increases 
with  the  voltage,  as  shown  by  Fig.  4,  is  very 
dift'crent  from  that  which  applies  to  the  cur- 
rent limited  by  initial  velocities  (Fig.  2).  In 
the  latter  case  in  order  to  obtain  a  straight 
line,  the  logarithm  of  the  current  was  plotted 


'/tX/0-' 

Fig.  6 

directly  against  the  voltage,  whereas  in  the 
present  case  it  is  plotted  against  the  logarithm 
of  the  voltage.  Furthermore,  it  should  be 
noted  that  in  Fig.  4,  which  applies  to  space 
charge,  the  slope  and  position  of  the  line  are 
independent  of  the  cathode  temperature, 
while  the  slope  of  the  line  in  Fig.  2  is  inversely 
proportional  to  the  temperature,  and  the 
position  of  the  line  is  also  affected  by  the 
temperature  since  the  line  must  pass  through 
the  point  P  (Fig.  2)  and  the  ordinate  of  this 
point  increases  in  proportion  to  the  electron 
emission. 

Current  Limited  by  Electron  Emission 

In  the  third  region  the  current  is  inde- 
pendent of  the  applied  voltage  but  varies  with 
the  temperature  according  to  Richardson's 
equation  and  thus  increases  extremely  rapidly 
with  the  temperature. 

The  curve  which  represents  the  variation 
of  current  with  voltage  is  thus  a  straight 
horizontal  line.  The  current  increases  with 
the  temperature  very  rapidly,  as  shown  in 
Fig.  5.  The  ordinates  represent  the  current 
and  the  temperatures  are  plotted  as  abscissas. 
This  rate  of  increase  with  temperature  is  very 
much  more  marked  than  that  shown  in  Fig.  3. 


594     July,  1920 


GENERAL  ELECTRIC  REVIEAV 


Vcl.  XXIIL  Xo.  7 


Furthermore,  the  curve  approaches  the  axis 
0  X  asj-mptotically  and  practically  coincides 
with  it  for  all  temperatures  below  a  certain 
value.  Above  that  temperature  it  departs 
very  rapidly  and  cur\-es  upward  at  a  high  rate. 

In  Fig.  6  is  plotted  the  same  cur\-e  as  that 
shown  in  Fig.  5,  except  that  the  logarithm  of 
the  current  is  plotted  against  the  reciprocal 
of  the  temperature,  so  that  we  obtain  a 
straight  line.* 

Let  us  now  consider  how  the  three  types  of 
characteristics  just  discussed  combine  to 
form  the  complete  volt-ampere  characteristic 
of  an  electron  tube.  With  three-electrode 
tubes  or  pliotrons  let  us  assume  at  first  that 
the  grid  is  connected  to  the  anode. 


A 

0.7 

P 

H 

J.H 

0.6 

<^0.5 

/ 

\o.4 

d/ 

ft 

% 

/f 

^0.3 

/« 

/t 

5 

/> 

:$£».2 

/g 

*.. 

/'C 

B/^' 

A 

J^ 

<' 

.0123 


4     5    6 
Vo/ts 


8     9 


Fig.  7 

With  very  low  filament  temperature,  where 
the  saturation  current  is  of  the  order  of  a 
microampere  or  less,  the  space  charge  effect  is 
practically  absent.  For  negative  anode 
voltages  the  current  is  thus  determined  by  the 
initial  velocities,  while  at  positive  anode 
voltages  the  current  is  saturated.  The  volt- 
ampere  characteristics  are  thus  of  the  type 
shown  in  Figs.  1  and  2.  There  is  normally  a 
transition  cun-e  as  indicated  by  T  S  H  in 
Fig.  2  between  the  region  in  which  the  current 
is  (a)  limited  by  initial  velocities  and  that 
in  which  it  is  (c)  limited  by  electron  emission. 

When  the  filament  temperature  is  raised 
so  that  the  saturation  current  is  of  the  order 
of  milliamperes,  the  volt-ampere  character- 

*  Strictly  speaking,  the  logarithm  of  the  current  divided  by 
the  square  root  of  the  absolute  temperature  should  be  plotted 
in  order  to  get  Richardson's  equation.  However,  this  square 
root  term  produces  an  effect  that  is  hardly  perceptible  in  any 
ordinary  plot. 


istics  undergo  a  ver\-  fundamental  change. 
The  space  charge  then  becomes  the  pre- 
dominating factor.  As  an  example,  let  us 
consider  the  characteristics  of  a  kenotron 
having  a  cylindrical  anode  one  inch  in 
diameter  and  two  inches  long  with  a  tungsten 
filament  of  0.005  inches  diameter  in  its  axis. 

The  full  line  A  B  D  E  F  in  Fig.  7  gives  the 
characteristics  to  be  expected  for  such  a  tube 
when  the  filament  temperature  is  19.S0°  K., 
giving  a  saturation  current  of  0.65  milli- 
amperes. The  dotted  line  A  P  shows  the 
limitation  of  current  calculated  from  Max- 
well's Distribution  Law.  This  cur\-e  corre- 
sponds exactly  to  the  cur\-e  A  P  of  Fig.  L 
Thus,  if  it  were  not  for  the  space  charge 
effects  the  current  would  vary  with  the 
voltage  according  to  a  cur\-e  A  P  J  F.  As  a 
matter  of  fact,  if  large  negative  potentials  are 
applied  to  the  anode  so  that  the  current  flow- 
ing is  very  small  (of  the  order  of  10-'  ampere) 
the  volt-ampere  cur\-e  does  actually  follow 
accurately  the  curve  A  P,  but  as  is  seen  by 
inspection  of  Fig.  7,  the  ordinates  of  the 
curve  with  such  low  currents  are  entirely 
invisible  when  plotted  on  the  scale  used  in 
Fig.  7. 

If  the  effects  of  initial  velocities  were  wholly 
negligible  no  current  would  begin  to  flow 
until  a  positive  potential  is  applied  to  the 
anode.  The  current  would  then  increase 
according  to  Equation  5,  that  is,  the  current 
would  increase  in  proportion  to  the  3  2  power 
of  the  voltages  as  shown  by  the  curve  O  C  H  of 
Fig.  7,  until  the  current  is  limited  by  the 
electron  emission  from  the  cathode.  In  other 
words,  under  these  ideal  conditions,  the 
current  increases  according  to  the  cun-e 
represented  by  the  dotted  line  O  C  J  and  then 
follows  J  F  representing  the  saturation  current. 
•  Actually,  however,  because  of  the  initial 
velocities  there  is  a  certain  current  flowing  to 
the  anode  even  when  the  potential  of  the 
anode  is  zero.  The  current  under  these 
conditions  is  depentlent  not  only  on  the 
initial  velocities,  but  to  an  even  greater  degree 
on  the  space  charge  produced  by  the  electrons 
flowing  across  the  space  due  to  their  initial 
velocities.  The  actual  volt-ampere  character- 
istic is  therefore  of  the  tvpc  given  bv  the 
cur\c  A  B  D  E  F  of  Fig.  7. ' 

The  deviations  of  the  curve  A  B  D  from  the 
cun-c  O  C  H  arc  due  to  initial  velocities.  The 
curve  A  B  D  theoretically  follows  the  cur\-e 
A  P  until  a  current  of  a  few  microamperes  is 
reached;  the  cur\-e  then  departs  radically  from 
the  cunc  A  P  and  takes  the  course  indicated 
by  A  B  and  tends  to  approach  the  cunc  O C 


PHENOMENA  IN  ELECTRON  TUBES  HAVING  TUNGSTEN  CATHODES      595 


or  rather  tends  to  become  parallel  to  it, 
differing  from  it  only  by  a  value  corresponding 
to  a  few  tenths  of  a  volt. 

Let  us  now  consider  the  case  where  the 
filament  temperature  is  raised,  so  that  the 
electron  emission  from  the  filament  is  50 
milliamperes.  This  requires  a  filament 
temperature  of  about  2360°  K.,  which  is 
rather  lower  than  the  normal  operating 
temperature  of  the  filament  on  an  ordinary 
tungsten  lamp. 

If  we  substitute  in  equation  5,  i  =  0.010 
amperes  per  centimeter  of  length  (correspond- 
ing to  50  milliamperes  for  a  five-centimeter 
length)  and  place  r=1.25  centimeters  and 
solve  the  equation  for  T,  we  find  V'  =  90  volts. 
This  indicates  that  a  voltage  of  00  volts  is 
required  to  overcome  the  space  charge  effect 
when  a  current  of  50  milliamperes  is  used, 
assuming  the  initial  velocities  of  the  electrons 
to  be  negligible.  The  volt-ampere  char- 
acteristic is  thus  given  bv  the  cur\'c  A  D  F  in 
Fig.  S. 

The  curve  O  D  J  H  in  this  figure  represents 
the  3  2  power  relation  calculated  from 
Equation  5.  For  voltages  above  a  few  volts 
the  volt-ampere  characteristics  of  the  device 
considered  should  follow  the  theoretical  curve 
so  closely  that  on  the  scale  used  for  Fig.  8 
the  difference  between  the  two  curves  would 
be  hardly  visible.  If  the  filament  temperature 
were  so  "high  that  a  large  surplus  of  electrons 
was  produced  the  current  would  increase 
indefinitely  along  the  curve  O  D  J  H.  Actually, 
however,  since  the  filament  at  2300°  K. 
emits  only  50  milliamperes,  the  current  cannot 
increase  above  the  line  represented  by  P  F. 

If  the  voltage  on  the  anode  is  zero  the 
effect  of  initial  velocities  is  to  cause  some 
current  to  flow  to  the  anode.  This  current  is 
limited,  however,  mainly  by  space  charge 
although  it  is  larger  than  at  lower  filament 
temperatures. 

The  cur\'e  corresponding  to  the  distribution 
of  the  initial  velocities  of  the  electrons 
according  to  Maxwell's  law  is  represented  in 
Fig.  8  by  the  dotted  line  A  P,  which  corre- 
sponds exactly  to  A  P  in  Fig.  1.  For  negative 
voltages  on  the  anode  of  such  magnitude 
that  the  current  is  of  the  order  of  micro- 
amperes of-  less,  the  actual  volt-ampere 
characteristic  represented  by  the  line  A  D  will 
theoretically  approach  the  line  A  P,  but  of 
course  currents  as  small  as  this  represented 
on  the  scale  of  Fig.  S  would  give  ordinates 
much  too  small  to  see. 

From  the  foregoing  discussion  it  is  clear 
that  the  volt-ampere  characteristics  of  two 


electrode  devices  consist  essentially  of  the 
three  parts  in  which  the  currents  are  limited 
respectively  by  (a)  initial  velocities  of  the 
electrons,  (6)  space  charge,  and  (c)  total 
electron  emission.  However,  over  certain 
parts  of  the  characteristic  two  factors  may 
operate  simultaneously.  Thus  there  are 
transition  curves  like  those  shown  in  Fig.  2 
by  T  S  H,  in  Fig.  7  by  A  B  and  D  E  F,  and  in 
Fig.  8  by  D  E  F.  This  latter  form  of  transition 
curve,  namely,  that  between  the  space  charge 
and  the  saturation  regions  is  the  one  that 
concerns  us  most  directly  in  electron  tubes. 
The  extent  or  length  of  this  transition  curve 
depends  upon  several  factors  of  which  the 
following  are  probably  the  most  important : 


/O     0    10  20  30  40  50  60  W  80  90  100 110 120  130 

Volts 

Fig.  8 


Non-uniformity  of  the  Field  Around  the  Cathode 

In  the  case  of  a  straight  filament  in  the 
axis  of  a  long  cylindrical  anode,  the  field 
around  the  cathode  is  greater  at  one  end 
than  at  the  other,  because  of  the  effect  of  the 
voltage  drop  along  the  filament.  Thus  as  the 
voltage  of  the  anode  is  gradually  raised,  the 
current  from  some  parts  of  the  cathode 
becomes  saturated  before  that  from  other 
parts,  and  this  effect  tends  to  extend  the  range 
of  the  transition  curve.  A  similar  effect 
occurs  in  case  the  strength  of  field  around 
the  cathode  is  made  non-uniform  in  any  other 
way.  Thus,  if  the  filament  is  in  the  form  of  a 
V  or  W  some  parts  may  be  closer  to  the 
anode  than  other  parts.  Or  again,  the  grid- 
like effect  of  one  part  of  the  cathode  or 
another  part  may  cause  differences  in  the 
field  strength. 


596     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


Lack  of  Uniformity  of  Filament  Temperature 

The  cooling  effect  of  the  leads  causes 
difference  of  temperature  in  the  filament 
and  the  current  from  some  parts  becomes 
saturated  before  that  from  other  parts.  This 
also  extends  the  range  of  the  transition  cur\-e. 

Heterogeneity  of  the  Surface  of  the  Cathode 

This  effect,  which  has  been  discussed  at 
length  in  connection  with  the  electron 
emission  from  filaments,  is  of  particular 
importance  in  affecting  the  transition  cur\-e 
between  the  space  charge  and  the  saturation 
regions. 

The  Effect  of  the  Grid  in  Photrons 

The  action  of  the  grid  is  to  modify  the 
effect  of  the  space  charge.  A  positive  charge 
on  the  grid  partly  neutralizes  the  space 
charge  of  the  electrons  and  thus  increases  the 
current-carrying  capacity  while  a  negative 
charge  has  the  reverse  effect. 

In  general,  when  the  current  is  limited  by 
space  charge  the  electron  current  /  depends 
on  the  anode  voltage  1  'a  and  the  grid  voltage 
Vg  according  to  the  equation* 

Here  A.'  and  k  are  constants  depending  on 
the  construction  of  the  electrodes. 

By  taking  the  logarithm  of  this  equation 
and  differentiating  we  can  readily  find  that 
the  exponent  n  according  to  which  the 
current  increases  with  the  anode  voltage  is 

„_   dlogl   ^  3    ^   d  I 

9 


dlog  V 


^   a 


(7) 


Thus,  if  the  grid  is  at  the  potential  either  of 
the  cathode  or  of  the  anode,  the  exponent  is 
3/2.  The  same  is  true  if  the  grid  voltage  is 
increased  in  proportion  to  the  anode  voltage. 


I'g  I'a  remaining  constant.  If,  however,  the 
grid  voltage  is  kept  constant  while  the  anode 
voltage  is  varied.  Equation  7  becomes 

Thus,  when  the  grid  is  positive  with  respect 
to  the  cathode  the  exponent  n  is  less  than  3  2 
while  for  negative  grid  voltages  n  becomes 
greater  than  3  2.  Measurements  of  the 
characteristics  of  tubes  show  this  relation 
clearly.  A  receiving  tube  (pliotron)  with 
zero  volts  on  the  grid  gave  for  the  exponent 
n  the  value  L54.  For  a  positive  grid  potential 
of  2  volts  the  exponent  was  1.3  while  for  a 
negative  potential  of  two  volts  it  was  1.9 
and  for  ten  volts  it  was  3.6. 

If  the  grid  and  the  filament  are  of  different 
materials  there  will  be  in  general  a  contact 
difference  of  potential  between  them  even 
when  they  are  connected  together.  Thus,  if 
the  grid  is  of  nickel  and  the  cathode  is  of  a 
material  having  a  much  higher  electron 
emission  (such  as  a  Wehnelt  cathode  or 
thoriated  tungsten  cathode),  the  grid  will 
have  a  negative  potential  with  respect  to  the 
cathode.  The  exponent  should  thus  be 
greater  than  3  2  if  the  grid  is  connected  to  the 
cathode.  In  order  to  bring  the  grid  to  the 
same  potential  as  the  cathode,  a  positive 
electro-motive  force  should  be  applied  to  the 
grid  sufficient  to  compensate  for  the  effect 
of  the  contact  potential.  In  the  case  of  a 
nickel  grid  and  a  Wehnelt  cathode  this 
contact  difference  should  be  about  2.2  volts, t 
so  that  there  should  be  a  material  effect  on 
the  exponent  n. 

•  Langmuir.  Proc.  Inst.  Radio  Engs.  ».  278.  (1915)  General 
Electric  Review  IH.  (1915). 

t  The  constant  b  of  Richardson's  equation  for  a  Wehnelt 
cathode  (50  per  cent  /*,,()  and  .50  per  cent  SrO)  has  been  gi\-en 
by  W.  Wilson  (Phys.  Rev.  /().  ,9  |1<1171).  as  approximately 
25.000  degrees  corresponding  to  2.14  volts.  According  to  a 
method  of  calculation  given  bv  L.inRmuir  (Trans.  Amer.  Elec- 
trochem.  Soc.  !0.  16.5-166  |19i61».  the  probable  value  of  6  for 
nickel  is  .50.000  degrees,  corresponding  to  4. .'12  volts.  The  contact 
potential  is  the  difference  of  these  or  2.18  volts. 


597 


The  Safety  Car 


By  W.  D.  Bearce 
Railway  and  Traction  Engineering  Department,  General  Electric  Company 

Some  five  years  ago  a  movement  was  started  toward  a  reduction  in  car  weights  and  the  consequent 
reduction  in  operating  cost.  In  order  to  provide  equipment  to  compete  with  the  jitney  automobiles  then 
thriving  in  the  West  and  Southwest  the  so-called  safety  car  was  made  unusually  hght  with  ample  power  for 
rapid  acceleration  and  was  handled  by  a  single  operator.  The  success  of  the  venture  was  immediately 
apparent  and  engineers  and  car  designers  then  started  the  standardization  which  has  since  been  attained  in 
this  equipment.  Necessarily  the  preliminary  information  that  was  available  regarding  the  safety  car  was  based 
on  engineering  estimates;  and  while  these  figures  were  reasonably  accurate  actual  operating  results  are  much 
more  convincing.  In  the  following  article  the  author  has  included  figures  of  this  kind  from  all  parts  of  the 
country. — Editor. 


During  the  past  few  years  the  electric 
railways  of  the  country  have  been  confronted 
with  rapidly  increasing  cost  of  operation 
while  their  gross  income  has  remained  practi- 
cally unchanged.  A  vast  amount  of  study  and 
attention  has  been  given  by  the  engineering 
and  financial  interests  to  assist  the  railways  in 
the  continuance  of  business  under  the  existing 
unfavorable  conditions. 

The  most  encouraging  results  achieved  by 
these  studies  have  been  the  development  and 
the  many  successful  installations  of  the  one- 
man  light-weight  safety  car.  Examples  of 
what  may  be  accomplished  by  this  rac^ical 
departure  from  the  ordinar}^  method  of  street 
railway  transportation  may  be  found  in 
almost  every  section  of  the  United  States. 
Briefly  stated,  the  reasons  for  the  success  of 
this  innovation  are : 

1.  Improvement  in  service. 

2.  Freedom  from  accidents. 

3.  Increase  in  riding  habit. 

4.  Lower  maintenance  cost. 

5.  Reduction  in  labor  cost. 

6.  Reduction  in  power  consumption. 

As  a  result  of  these  features,  the  operating 
company's  net  income  has  shown  a  marked 
improvement  in  almost  every  case.  This 
increase  in  gross  receipts,  combined  with  the 
marked  reduction  in  cost  of  operation,  effects 
sufficient  saving  to  insure  profitable  operation 
of  roads  previotisly  run  at  a  loss. 

Report  of  A.E.R.A.  Committee 

The  conclusions  of  the  committee  on  one- 
man  car  operation  presented  to  the  American 
Electric  Railway  Association  in  October, 
1919,  represent  the  findings  of  a  competent 
body  of  operating  men  on  this  subject : 

1.  The  safety  car  is  one  of  the  most  important 
improvements  in  street  railway  service  that  has 
appeared  for  many  years.  Its  valuable  features  in 
the  order  of  their  importance  are : 

(a)  Greatly  improved  service  to  the  public,  both 
as  to  frequency  and  safety. 


(b)  Increased  earnings  for  the  company. 

(c)  Decreased  operating  expenses. 

2.  One-man  operation  alone,  while  useful  in 
saving  platform  expense  in  the  smaller  communities, 
is  not  comparable  with  the  improved  service  that 
can  be  obtained  by  the  light-weight  safety  car  with 
its  more  frequent  headway  and  greater  average 
speed. 

3.  The  savings  obtainable  from  one-man  cars 
should  be  shared  with  the  trainmen  in  the  form  of  a 
higher  hourly  rate  for  the  operators  of  such  cars  than 
is  paid  to  the  trainmen  on  two-man  cars. 

4.  When  inaugurating  one-man  car  service,  it  is 
good  policy  to  assure  the  trainmen  that  no  one  will 
lose  his  job  due  to  putting  in  the  new  cars.  They  are 
installed,  as  a  rule,  on  a  line  at  a  time;  and  experience 
has  proved  that  the  company  is  not  burdened  with 
extra  men  through  this  policy. 

5.  From  the  nature  of  the  traffic  available,  the 
safety  cars  can  accomplish  more  in  a  large  city  than 
in  a  small  one,  for  the  reason  that  the  possibilities  of 
increasing  riding  in  the  small  community  are 
limited.  This  statement  is  made  to  correct  the 
erroneous  impression  existing  in  some  minds  that 
the  safety  car  is  useful  only  for  saving  expense  in 
the  smaller  cities. 

6.  Where  traffic  is  believed  to  be  too  heavy  on  the 
peak  to  be  successfully  handled  by  safety  cars,  the 
larger,  heavy  cars  may  be  used  for  tripper  service 
on  the  peak,  thus  making  the  light  cars  handle  the 
long  hour  runs. 

7.  Similarly,  where  snow  storms  require  the  use 
of  the  heavier  equipment  at  rare  intervals,  the 
safety  cars  can  still  be  used  to  advantage  during 
other  times. 

8.  The  safety  car,  though  light,  is  just  as  sub- 
stantial and  with  the  same  care  in  maintenance 
should  last  just  as  long  as  the  former  types  of  car. 
It  has  a  steel  frame  and  thoroughly  modern,  venti- 
lated, interpole  motors. 

9.  Regarding  the  matter  of  standardization,  your 
Committee  was  not  unanimous,  but  the  majority 
opinion  favored  adhering  to  the  present  standard 
design  of  the  safety  car  in  the  interest  of  cheaper 
costs  through  quantity  production. 

10.  Experience  has  shown  that  the  overwhelming 
majority  of  both  riding  public  and  trainmen  favor 
the  one-man  safety  car;  that  it  can,  at  one  and  the 
same  time,  improve  the  public's  service,  increase 
the  trainmen's  wages,  and  raise  the  company's 
profits;  that  it  can  be  operated  for  about  half  the 
cost  of  an  ordinary  car;  and  that  most  of  the 
companies  that  have  tried  it  want  more.  We 
predict  an  increasingly  rapid  extension  of  the  use 
of  a  device  that  can  make  a  showing  like  the  above. 


598     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  7 


^Hr .«  I3hP. 


T  ,'.  T 


i 

'a 


THE  SAFETY  CAR 


599 


General  Features  of  the  Safety  Car 

The  standard  safety  car  which  is  most 
commonly  used  is  approximately  28  feet  in 
length  and  seats  32  passengers,  when  arranged 
for  double-end  operation.  By  utilizing  the 
rear  end,  three  additional  seats  can  be 
obtained  when  the  car  is  desired  for  single- 
end  operation  only.  The  body  is  mounted 
on  a  single  truck  with  2(5-inch  wheels  and  a 
wheel  base  of  about  eight  feet.  The  con- 
struction of  the  truck  is  such  that  the  car  has 
excellent  riding  qualities  and  it  is  possible  to 
use  accelerating  speeds  comparable  to  those 
of  the  competing  automobile  without  dis- 
comfort to  the  passengers. 

The  safety  car,  completely  equipped,  weighs 
about  eight  tons.  It  is  of  all  steel  constrvtc- 
tion  and  is  built  to  a  standard  form  and  size. 
The  roof  is  of  the  arched  type  and  the  sides 
are  of  steel  with  windows  arranged  for  open- 
ing when  desired.  The  platform  is  on  the 
same  plane  as  the  body  floor  and  folding 
doors  and  steps  are  equipped  with  mechanical 
opening  and  closing  devices  under  the  control 
of  the  operator. 

The  electrical  equipment  of  the  car  consists 
of  two  2.5-h.p.  ventilated  type  railway  motors, 
a  controller,  special  light-weight  grid  re- 
sistors, and  a  motor-driven  air  compressor 
having  a  capacity  of  10  cu.  ft.  per  minute. 
The  air  brakes  include  various  safety  features 
and  labor  saving  devices.  The  safety  control 
equipment  is  especially  adapted  to  one-man 
operation;  the  brakes,  doors,  steps,  and 
Sanders  being  controlled  by  a  single  brake 
handle  and  mutuallv  interlocked. 


Fig.  5.      25-h.p.  Railway  Motor  Equipped  with  Ball  Bearings 
for  Light  Weight  Safety  Car 


As  may  be  gathered  from  the  foregoing 
and  from  the  following  detailed  description 
of  the  air  brakes  and  safety  devices,  the 
requirements  of  this  type  of  car  have  been 
studied  out  with  great  care;  and  to  quote 
again  from  the  report  of  the  American  Electric 


Railway  Association  the  development  of  this 
equipment  has  resulted  in: 

The  creation  of  an  entirely  new  type  of  car  of 
low  weight,  greatly  improved  safety,  and  more 
rapid  acceleration  and  deceleration.  This  car  of  the 
light-weight  safety  type  not  only  saves  platform 
and  accident  expense,  but  permits  of  an  improve- 
ment in  service,  such  as  well  nigh  to  revolutionize 
the  street  railway  business. 


Fig.  6.      25-h.p.  Railway  Motor  for  Light  Weight  Car 
Equipped  with  Standard  Sleeve  Bearings 

Improvement  in  Service 

The  effect  of  impro\'ed  service  by  the  use 
of  safety  cars  is  best  shown  by  the  actual 
results  in  Table  I. 

TABLE  I 


Houston,  Texas.  . 
El  Paso,  Texas.  .  . 
Tacoma,  Wash. .  . 
Seattle,  Wash..  .  . 

Gary,  Ind 

Terfe  Haute,  Ind. 

Tampa,  Fla 

Bridgeport,  Conn, 


Per  Cent 

Increased 

Service 


80 
44 
45 
55 
62 
77 
51 
125 


Per  Cent 
Increased 

Gross 
Receipts 


60 
43 
41 
67 
46 
44 
51 
100 


Power  Consumption 

Because  of  the  increased  cost  of  power,  due 
to  the  high  price  of  coal,  labor,  and  materials, 
the  reduction  in  energy  consumption  secured 
by  the  use  of  light-weight  safety  cars  is  an 
important  factor  in  their  success.  In  some 
cases  the  adoption  of  this  equipment  has 
actually  postponed  indefinitely  the  ptirchase 
of  additional  power  equipment.  The  power 
consumption  is,  of  course,  dependent  upon 
the  weight  of  the  car,  the  number  and  dura- 
tion of  the  stops,  the  speed  profile  of  the 
line,  etc.  It  is,  therefore,  difficult  to  make 
any  definite  statement  as  to  the  actual  power 
consumed,  except  for  a  specific  case,  but  it  is 
evident  that  a  car  weighing  eight  tons  with 
two  motors  shotild  operate  with  an  energy 


600     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


consumption  of  approximately  one  third  that 
of  a  24-ton  car  equipment  with  four  motors. 
The  average  consumption  on  most  city  rail- 
way systems  is  approximately  three  kilowatt- 
hours  per  car  mile.  According  to  the  A.E.R.A. 
report,    the    actual    figures    from    forty-five 


Fig.  7. 


standard  Platform  Type  of  Controller  Used  on 
Safety  Cars 


companies  show  the  energy  consumption  of 
safety  cars  to  range  from  O.S  to  1.75  kilowatt- 
hours  per  car  mile. 

Safety  Car  Installations 

The  total  number  of  light-weight  safety 
cars  in  operation  and  on  order  in  the  United 
States  at  the  present  time  is  approximately 
3400,  not  including  rebuilt  cars, many  of  which 
have  been  equipped  with  safety  features  and 
are  operated  by  one  man.  In  general,  the 
rebuilt  cars  have  been  used  only  on  lines 
of  light  traffic,  and  their  general  use  is  not 
recommended. 

By  taking  the  results  of  many  investiga- 
tions as  a  basis  it  is  possible  to  make  a  study 
of  the  financial  results  of  replacing  the 
ordinary  types  of  heavy  rolling  stock,  using 
present-day  costs  of  operation,  and  thus 
secure  a  fairly  accurate  idea  of  what  return 
can  be  counted  upon  for  an  investment  made 
in  safety  cars.  All  such  studies  so  far  made, 
confirmed  by  actual  results  in  every  existing 
installation,  indicate  that  the  majority  of 
roads  cannot  well  neglect  placing  some  of 
these  cars  in  their  ser\dce. 


For  instance,  there  are  thousands  of 
standard  city  cars  which  weigh  about  40,000 
lb.  and  seat  an  average  of  40  passengers. 
The  safety  car  weighs  16,000  lb.  and  seats 
32  passengers.  Its  motive  power  consumption 
is  approximately  40  per  cent  that  of  the 
heavier  car.  Its  maintenance  will  be  about 
40  per  cent  less.  In  many  instances,  where 
the  cars  replaced  are  exceptionally  old  or 
obsolete,  the  sa\ang  in  maintenance  will  be 
much  greater.  The  power  ratio  of  about 
40  per  cent  has  been  repeatedly  checked  and 
verified;  and  the  maintenance  records  of  the 
earliest  installations  indicate  that  the  ratio 
shown  is  accurate  after  the  cars  have  been  in 
service  from  two  to  three  years. 

Table  II  shows  the  saving  in  equipment 
maintenance  and  power  which  can  be  secured 
by  the  use  of  safety  cars. 

TABLE  11 

POWER  AND   MAINTENANCE  CHARGES 
Cents  per  Car  Mile 


40.000-lb. 
Car 

'A.rt 
4.2. 

16.000-lb. 
'       Car 

Equipment  maintenance. 
Power 

2 
2 

Total 

7.7 

4 

A  car  operating  IS  hours  daily  on  an  S.5 
m.p.h.  schedule,  which  is  the  average  for 
city  ser\-ice  in  practically  all  parts  of  the 
countrA%  will  run  approximately  50,000  miles 
a  year.  The  hea\-y  car  costs  for  power  and 
maintenance,  when  making  this  mileage, 
S4312;  the  safetv  car  §2240,  a  saving  of 
S2072. 


Fig.  8 


Operating  Handle  for  Safety  Car  Controller  with 
Base  and  Pilot  Valves 


The  platform  expense  for  a  two-man  car 
averages  SI. 20  per  car  hour.  An  all-day  car, 
incliuling  a  five  per  cent  allowance  for  report- 
ing and  lay  up  time,  will  run  approximately 
6!U)0  hours  per  \-ear,  costing  in  wages  $S2S0. 

It  has  been  customar>-  to  pay  the  operator 
of  a  one-man  car  a  higher  wage  than  cither 


THE  SAFETY  CAR 


601 


member  of  a  two-man  car.  The  average 
platfonn  expense  for  a  safety  car  is  66  cents 
per  hour.  At  this  rate  the  platform  expense 
for  the  safety  car  would  be  $4554  annually,  or 
a  saving  of  $3726  as  compared  with  a  two- 
man  car. 

Car  for  car,  therefore,  the  safety  car  on 
all-day  runs  can  save  over  $5700  per  year 
and  would  pay  for  itself  within  14  months. 
Car  for  car  replacement  is  not  recommended, 
as  the  best  results  are  obtained  by  operating 
more  cars  on  shorter  headway  thus  providing 
improved  service.  Experience  has  proved 
that  most  lines  will  stand  at  least  40  per  cent 
improvement  in  service.  This  can  best  be 
accomplished  by  operating  aboiat  30  per  cent 
more  cars  and  increasing  the  schedule  speed 
10  per  cent.  For  instance,  instead  of  operat- 
ing ten  cars  on  a  ten-minute  headway,  operate 
thirteen  cars  on  a  seven-minute  headway, 
giving  8.5  cars  per  hour  instead  of  six,  a  40 
per  cent  increase.  Reduced  stops  and  the 
higher  accelerating  and  braking  rates  of  the 
safety  cars  enable  such  a  schedule  speed 
increase  to  be  easily  made. 

The  costs  and  effect  of  such  an  increase  can 
be  shown  as  follows,  assuming  that  only  the 
regular  all-day  cars  are  replaced,  using  exist- 
ing equipment  for  rush-hour  trippers: 

Ten  old  cars,  running  8.5  m.p.h.  make 
560,000  car  miles  annually  at  a  cost  for 
power,  maintenance,  and  crew  wages  of 
$122,200. 

Thirteen  safety  cars  at  9.3  m.p.h.  make 
795,000  car  miles  per  year;  their  cost  for 
power,  maintenance,  and  crew  wages  will  be 
$88,300,  a  saving  of  $33,900,  while  providing 
40  per  cent  more  service. 

The  average  receipts  per  car  mile  on  street 
railwavs  in  the  United  States  is  37.7  cents. 


Fig.  9.     Air  Brake  Valve  for  Safety  Car  Control  Equipment 


increase,  this  amounts  to  $42,200.  The  com- 
bined effect  of  reduced  cost  and  increased 
gross  income  is  a  net  increase  in  earnings  of 
$76,100,  or  approximately  $7600  per  car 
annually  for  each  heavy  car  displaced,  which 
is  equivalent  to  an  annual  return  of  7S  per 


Fig.  10. 


Automatic  Air  Compressor  Governor  Controlling 
Operation  of  Motor-driven  Compressor 


cent  on  the  first  cost  of  fifteen  safety  cars. 
This  provides  two  spare  cars.  Taking  in- 
creased fixed  charges  on  the  increased  capital 


Fig.  11.     Standard  10-cu    ft.  Air  Compressor  with  Tee  Bolt 
Suspension 


The  total  receipts,  therefore,  for  the  ten  old 
cars  in  this  case  will  be  $211, 120.  Experience 
shows  that  a  40  per  cent  increase  in  service 
means  approximately  a  40  per  cent  increase 
in  receipts.     Assuming  only   a   20   per  cent 


account  at  18  per  cent  to  cover  interest, 
depreciation,  taxes,  and  insurance,  there  is 
still  left  a  profit  to  the  purchaser  of  better 
than  58  per  cent  annually — enough  to  wipe 
out  their  cost  in  approximately  two  years. 


602     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


A^'here  traffic  does  not  warrant  increased 
service  and  the  replacement  is  made  car  for 
car,  11  cars  would  probabh-  be  sufficient  for 
a  ten-car  line.  The  net  savings  would  be 
approximately  $58,000  which  is  equivalent  to 
an  annual  return  of  approximately  SO  per  cent 
of  the  first  cost  of  1 1  safety  cars. 

Probably  in  wide-spread  applications  some 
lines  would  fall  into  one  categor\-,  some  into 
the  other.  An  average  result  would  un- 
questionably show,  after  paying  all  increased 
fixed  charges  including  amortization,  between 
$5000  and  $6000  profit  for  each  car  displaced,  a 
sum  sufficient  to  pay  the  interest  at  6  per  cent 
on  $80,000  to  SIOO.'OOO  worth  of  securities. 

The  data  in  Table  III  illustrate  the 
economies  and  increased  earning  possibilities 


The  foregoing  values  are  based  on  average 
costs  for  labor  and  on  the  replacement  of  the 
heavier  types  of  city  cars.  Average  wage 
scales  in  many  properties  are  materially  lower 
and  power  consumption  less.  Many,  moreover, 
will  show  lower  average  receipts  per  car  mile. 
Under  such  conditions  the  savings  of  the 
safety  car  become  less,  but  are  still  remark- 
able as  is  evidenced  by  the  figures  in  Table 
IV,  representing  about  the  lowest  costs 
anywhere  in  the  country  today;  they  are  the 
a^-erages  of  representative  roads  operating 
in  the  smaller  cities  of  the  middle  west  and 
south.  The  average  weight  of  the  cars  is 
30,000  lb.;  their  average  platform  expense  is 
11.3  cents  per  car  mile  and  their  average 
receipts  30  cents  per  car  mile. 


1 _j 


Fig.    12.      Floor  Plan  of  Standard  Safety  Car 


for  each  car  displaced.  The  figures  in  column 
A  are  based  on  running  equal  mileage  with 
no  increase  in  cars;  those  in  column  B  are 
based  on  running  40  per  cent  more  mileage 
with  30  per  cent  more  cars. 

TABLE  III 


Saings  Made  With 

.A 

Equal 
Mileage 

$  840 

1232 
3726 

B 

40  Per  Cenl 
Increase 

Maintenance     of     equi] 

annual  saving 

Power 

Crew  wages 

jment, 

per  cent 
safety 

$  370 

7(50 
2280 

Total  savings 

Increased  receipts  at  20 

$5798 

$3410 
4222 

Increase  in  net  earnings 

Annual  return  on  cost  of 

car.  approximately  . . . 

$5798 
80% 

$7632 
78% 

Even  under  these  circumstances,  the  new 
cars  would  pay  for  themselves  in  less  than 
two  years;  or  if  from  these  increased  earnings 
be  deducted  interest,  depreciation,  taxes,  and 
insurance,  there  remains  a  clean  profit  of 
from  $3500  to  S5000  for  each  car  displaced. 

Motor  Equipment 

The  electrical  equipment  developed  for  the 
safety  car  by  the  General  Electric  Company 
includes  two  25-h.i).  railway  motors,  a  light- 
weight platform  type  controller  adapted  for 
use  with  standard  safety  features,  special 
light-weight  grid  resistor,  modified  straight 
air  brake  equipment,  also  suitable  for  use 
with  safety  devices,  and  a  ten-cubic-foot  air 
compressor  for  supplying  the  air  brake  and 
accessory  requirements. 

Two  types  of  motors  have  been  most 
generally   adopted   for   use   on    safety   cars. 


These  were  designed  for 
this  service  and  are, 
for  their  capacity,  the 
Hghtest  weight  railway 
motors  manufactured. 
One  has  ball  bearings 
on  the  armature  shaft 
and  weighs  approxi- 
mately SS5  lb.  The 
other  has  sleeve  bearings 
of  liberal  design  and 
weighs  approximately 
1000  lb.  The  continu- 
ous capacity  of  these 
machines  is  so  great 
that  they  operate  at 
unusually  low  tempera- 
tures, and  their  per- 
formance during  the 
past  five  years  has  been 
extremely  satisfactory. 
This  controller  was  de- 
signed for  use  on  light- 
weight cars,  is  compact, 
occupies  the  minimum 
of  platfomi  space  and 
weighs  only  135  lb. 

Air      Brake      and       Safety 
Features 

The  air  brakes  with 
safety  features  and 
labor  saving  devices  are 
of  special  importance 
when  the  responsibility 
for  the  operation  of  a 
car  is  placed  in  the  hands 
of  one  man  instead  of 
the  usual  crew  of  two. 
In  the  design  of  this 
equipment,  every  effort 
has  been  made  to  guard 
against  accidents  that 
might  be  caused  by  the 
disability  or  the  inat- 
tention of  the  operator. 

This  equipment  is  a 
modification  of  the 
well-known  straight  air 
brake  with  emergency 
features  and  safety  de- 
vices which  provide  for 
bringing  the  car  to  a 
standstill  automatically 
should  the  operator 
by  reason  of  sudden 
physical  or  mental 
disability  be  unable  to 


THE  SAFETY  CAR 


603 


604     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No. 


perfonn  his  duties  properly.  Normalh^  the 
brakes,  doors,  steps,  and  sanders  are  con- 
trolled by  the  operator  by  means  of  a  single 
brake  valve,  making  it  unnecessary^  for  him 
to  remove  his  hand  from  the  brake  valve 
handle  to  open  the  doors  after  the  car  has 
been  brought  to  a  stop,  to  close  them  when 
he  is  ready  to  proceed,  or  to  manipulate  the 
automatic  sander.  The  brake  valve  is  so 
constructed  that  a  downward  pressure  on  the 
handle  in  any  of  the  several  positions  will 
cause  sand  to  be  applied  to  the  rail. 

The  safety  controller  handle,  which  is  an 
important  part  of  this  equipment,  is  so 
interlocked  pneumatically  with  the  brakes, 
doors,  steps,  sanders,  and  a  circuit  breaker 
tripping  device  as  to  cause  the  brakes  to  be 
applied  automatically  with  full  force  if  the 
operator  removes  his  hand  from  it  without 
having  first  made  a  brake  application.  In 
addition,  the  circuit  breaker  is  opened,  sand 
is  applied  to  the  rail  and  the  doors  are 
balanced  so  that  they  may  be  opened  manu- 
ally, if  desired. 

To  relieve  the  operator  of  the  necessity  of 
keeping  his  hand  on  the  controller  handle  at 
all  times  while  the  car  is  in  motion,  a  relief 
valve  known  as  the  combined  foot  and  cutoff 
valve  is  provided.  This  valve  is  installed  in 
the  safety  control  pipe  and  is  located  on  the 
platform  in  such  a  position  that  the  operator 
can  reach  it  with  his  right  foot.  By  holding 
this  valve  closed,  the  "dead-man"  feature 
is  transferred  from  the  controller  handle  to 
the  foot  valve.  The  latter  is  automatically 
held  closed  when  a  brake  application  of 
sufficient  force  to  insure  bringing  the  car  to  a 
stop  has  been  made. 

It  is  impossible  for  the  brakes  to  "  leak  off " 
through  carelessness  on  the  part  of  the  opera- 
tor in  leaving  the  car  with  the  brake  valve 
handle  in  the  "lap"  position  by  reason  of  the 
fact  that  the  combined  foot  and  cutolT  valve 
will  automatically  open  if  the  brake  cylinder 
pressure  falls  below  a  safe  minimum.  The 
opening  of  the  foot  valve  under  these  condi- 
tions will  result  in  emergency  operation  under 
which  the  brakes  are  applied  with  full  force 
and  maintained  against  leakage. 

An  emergency  valve,  which  is  located  inside 
the  car,  automatically  controls  the  brakes, 
door  engines,  sanders,  and  circuit  breaker 
cylinders  under  emergency  conditions.  This 
valve  is  actviated  by  a  sudden  reduction  in 
pressure  in  either  the  safety  control  pipe  or 
emergency  pipe,  hence  it  will  operate:  (1) 
if  the  operator  removes  his  hand  from  the 
controller  handle  (or  his  foot  from  the  foot 


valve)  when  the  brakes  are  not  applied,  (2) 
if  the  operator  moves  the  brake  valve  handle 
to  the  emergency  position,  or,  (3)  if  the  pipe 
on  either  end  of  the  car  is  accidentally  broken 
or  ruptured. 

In  all  positions  of  the  brake  valve,  except 
the  door-opening  position,  the  door-closing 
pipe  is  connected  to  the  emergency  line,  hence 
when  emergency  operation  takes  place  from 
any  cause,  pressure  is  automatically  removed 
from  the  closing  side  of  the  door  engines 
which  permits  of  the  doors  being  opened 
manually. 

TABLE  IV 

OPERATING  COSTS 
Cents  per  Car  Mile 


30.000-lb.  1     Safety 
Car        1        Car 

Maintenance  of  equipment 

Power 

2.5 
3.4 

1.5 
2 

Total 

5.U 
11.3 

3.5 

Platform  expense 

6.23 

All-day  Service 


Savings  Made  With 


B  lual       40  Per  Cent 
Mileage        Increase 


.\nnual  savings  on  maintenance  $560  $210 

.Annual  savings  on  power .  7Xt)  320 

.■\nnual     savings     on     platform 

expense $2840  $1870 

.\nnual  savings  on  total 4180  2400 

Increased  receipts  at  20  per  cent  3360 

Increased  net  earnings $4180  $5760 

Annual  return  on  cost  of  safety 

car,  approximately  58%  63% 


In  the  normal  position  of  the  emergency 
valve,  the  sander  reser\-oir  is  connected  to 
the  main  reservc>ir,  thus  keeping  the  former 
fully  charged.  When  the  emergency  valve 
operates,  the  sander  reservoir  is  connected 
to  the  sanders  and  sand  is  blown  onto  the 
rail  until  the  pressure  in  the  sander  reservoir 
is  exhausted.  This  arrangement  limits  the 
time  of  automatic  sanding  in  emergency  and 
thus  avoids  an  undue  waste  of  sand. 

Motor-driven  Air  Compressor 

As  comi)rcssed  air  is  used  for  operating  the 
brakes  and  all  of  the  safety  devices,  it  is 
imperative  that  the  air  comjiressor  be  of  such 
design  and  construction  as  to  insure  con- 
tinuity of  ser\-ice.  The  center-gear  type  air 
compressor    is    in    succes.sful    operation    on 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


605 


approximately  1000  safety  cars  in  all  parts 
of  the  country  and  has  fully  demonstrated 
its  many  superior  qualities  in  this  class  of 
service  where  schedule  speeds  are  high  and 
the  demand  for  air  is  greater  than  heretofore. 
These  machines  have  duplex  cylinders 
fitted  with  single  acting  trunk  type  pistons, 
and  are  driven  through  herring-bone  gearing 
by  series-wound  motors  having  four  salient 
poles. 

Air  Compressor  Governor 

The  functions  of  the  air  compressor 
governor  are  to  start  and  stop  the  air  com- 
pressor automatically  so  as  to  maintain  the 
air    pressure    in    the   main    reservoir    within 


predetermined  maximum  andminimimi  limits. 
Air  compressor  governors  were  developed 
after  a  careful  study  of  the  rigid  requirements 
of  electric  railway  service,  and  are  in  success- 
ful use  on  thousands  of  cars  throughout  the 
country. 

This  type  of  governor  is  essentially  a  single- 
pole  switch  of  the  contactor  type  operated  by 
means  of  a  rubber  diaphragm,  a  piston,  and 
a  set  of  levers.  The  interrupting  switch  is 
provided  with  an  arc  chute  of  highly  refrac- 
tory material,  an  effective  blowout,  and 
easily  renewable  contacts.  The  principal 
bearings  are  provided  with  hardened  knife 
edges  to  reduce  friction  to  a  minimum,  and  to 
insure  a  quick  snap  action. 


The  Production  and  Measurement  of  High  Vacua 

PART   II 
METHODS  FOR  THE  PRODUCTION  OF  LOW  PRESSURES 

By  Dr.  vSaul  Dushman 
Research  Laboratory,  General  Electric  Company 

This  installment  and  the  one  which  will  appear  in  our  succeeding  issue  describe  some  of  the  different 
types  of  pumps  that  have  been  developed  for  the  production  of  high  vacua.  The  August  installment  will 
deal  mainly  with  the  Langmuir  condensation  pump  and  will  contain  an  appendix  which  gives  detailed  infor- 
mation regarding  the  actual  set-up  and  operation  of  an  exhaust  system. — Editor. 


Classification    of    Methods    for    the    Production    of 
Low  Pressures 

The  methods  for  the  production  of  low 
pressures  may  be  classified  convenientlj^  under 
the  following  headings: 

/.  Mechanical  Pumps 

1.  Piston  pumps 

2.  Toepler    and    Sprengel    mercury 

pumps 

3.  Rotary  mercury  ptm:ips 

4.  Rotary  oil  ptimps 

5.  Gaede  "Molectilar"  pump 

II.  Mercury  Vapor  Pumps 

1.  Gaede  "diffusion"  pump 

2.  Langmuir  condensation  pump 

III.  Physical-Chemical  Methods 

1 .  Charcoal  or  other  absorbing  agent 

at  low  temperature 

2.  Clean-up    of    residual    gases    by 

chemical  reactions 

3.  Clean-up  of  gases  by   ionisation 

methods 

^  In  writing  this  section,  the  author  has  made  extensive  use  of 
the  article  by  Dr.  Langmuir  on  "The  Condensation  Pump,"  in 
General  Electric  Review.  Dec,  1916,  p.  1060. 


General  Theoretical  Considerations  Regarding  Vac- 
uum Pumps' 

In  comparing  vacuum  pumps  it  is  nec- 
essary to  consider  the  following  factors, 
which  are  the  main  characteristics  of  a  pump : 

1.  Exhaust  Pressure.  This  is  the  pressure 
against  which  the  pump  may  be  operated. 
In  general,  the  higher  the  degree  of  vacutim 
desired  on  the  "fine"  or  intake]  side  of  the 
pump,  the  smaller  the  exhaust  pressure  should 
be.  The  low  exhaust  pressure  is  then 
obtained  by  means  of  another  (so-called 
"rough")  pump  in  series  with  the  high  vacuum 
pump.  Two  or  more  rough  pumps  may  be 
used  in  series  in  order  to  obtain  a  sufficiently 
low  exhaust  pressure  for  the  fine  pump. 

2.  Degree  of  Vacuum  Attainable.  "This  is 
the  lower  limit  of  pressure  which  may  be  at- 
tained in  a  closed  vessel  connected  to  the 
pump.  With  most  types  of  pump  the  degree 
of  vacuum  attainable  depends  to  a  large 
extent  on  the  exhaust  pressure  used.  This  is 
usually  due  to  leakage  through  the  pump." 
In  the  cases  of  the  mercury  vapor  pumps,  to 
be  described  in  the  next  installment,  there  is 
theoretically  no  lower  limit  to  the  pressure 


606     July.  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


which  may  be  attained,  while  in  the  case  of  the 
Gaede  molecular  pump  the  limiting  pressure 
bears  a  constant  ratio  to  the  exhaust  pressure. 
3.  Speed  of  the  Pump.  The  law  for  the  rate 
of  decrease  in  pressure  in  a  closed  vessel 
connected  to  a  pvimp  is  quite  similar  to  that 


Fig.  3.     Geryk  Vacuum  Pump.  Power  Drive 

of  chemical  and  physical  reactions  of  the 
first  order.  It  may  be  stated  as  follows: 
If  po  denote  the  lower  limit  of  pressure  at- 
tainable with  the  pump,  then  the  rate  of  de- 
crease in  pressure  at  any  instant  is  propor- 
tional to  p-po.  where  p  denotes  the  pressure 
at  that  instant.     That  is, 


-t  =  k(p-po) 


(IS) 


where  ^  is  a  constant.  Further  considera- 
tion shows  that  with  a  given  pump  the  rate 
of  exhaust  must  var\-  inversely  as  the  vol- 
imie  (V)  of  the  vessel  to  be  exhausted.  Thus 
we  can  write 


dp     S  ,  , 


(ISa) 


where  S  is  a  constant  for  the  given  pumping 
system,  that  is,  pump  and  connecting  tubing. 
Integrating  the  last  equation  we  obtain  the 
relation, 

t       \pi-poJ 

where  /  is  the  interval  of  time  required  to 
reduce  the  pressure  in  the  volume  \",  from 
pi  to  p2. 


Gaede  has  defined  5  as  the  speed  of  the 
pump,  and  it  is  ordinarily  measured  in  cubic 
cm.  per  second.  It  is  readily  seen  that  from 
the  above  equation  5  may  also  be  defined 
as  follows: 

With  a  pump  of  speed  5.  it  is  possible  to 
reduce,  in  each  second,  the  pressure  in  a 
volume  S  cm.'  by  63.2  per  cent  of  the  maxi- 
muin  possible  decrease  in  pressure. 

It  is  necessary-  to  distinguish  between  the 
speed   as    defined    in   this   manner   and   the 
actual  speed  of  exhaustion,   which  we  may 
denote  bv  E.     The  latter  is  defined  thus : 
dp      E 
-    -P 


or 


dt      V 


c-     ^'i    P^ 

C  =  —  1  M  - - 
t  p« 


(20) 


It  is  only  when  ^0  =  0,  that  5  and  E  are 
identical,  and  remain  constant  during  the 
whole  period  of  exhaust.  In  all  other  cases 
the  speed  of  exhaust  gradually  decreases 
from  the  value  5  which  it  has  at  the  beginning, 
and  as  the  pressure  in  the  vessel  approaches 
the  limiting  pressure,  po.  E  decreases  rapidly 
until  it  becomes  zero  when  the  pressure  has 
decreased  to  po- 

The  actual  speed  of  exhaust  depends  not 
only  upon  the  design  of  the  pump  but  also 
upon  the  diameter  and  length  of  the  con- 
necting tubing  between  pump  and  vessel  to 
be  exhausted.  The  pump  and  tubing 
together  really  constitute  a  system  which  is 
the  equivalent  of  a  pump  of  lower  speed. 
Mention  has  been  made  in  a  previous  section 
of  the  results  of  Knudsen's  investigations  on 
the  resistance  to  flow  in  tubes.  According  to 
these  results,  the  quantity  of  gas,  Q.  flowing 
through  a  narrow  tube  is  given  by  the  relation 

Q=tr^-  (12)  and  (15) 

where  U -xp,  is  the  "resistance,"  and  p«  —  p\ 
is  the  difference  in  pressure  at  the  ends. 

Let  us  now  assume  that  the  volume  of  the 
tube  is  negligible  compared  to  the  volume  of 
the  vessel  to  be  exhausted,  and  that  the 
limiting  pressure  for  the  pump,  po  =  o.  Let 
p2  denote  the  pressure  in  the  vessel  and  />i 
the  pressure  at  the  jiump  intake  (end  of  the 
tube).  Also  let  5i  denote  the  speed  of  the 
pimip  itself,  and  5;  the  speed  of  pump  and 
connecting  tubing.  Then  since  the  quantity 
of  gas  taken  out  each  second  by  the  ])ump 
is  the  same  as  that  flowing  through  the  tul>e. 
we  have  the  following  relations: 

n  V  pi 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


607 


Eliminating  pi  and  p->  from  these  equations, 
we  obtain  the  equation, 

i=J-+TlV;^  (21) 

which  shows  the  effect  of  the  added  resistance 
of  the  tube  on  the  speed  of  the  pumping  system. 

It  will  be  observed  that  -^  has  the  same  di- 
mensions as  U'-y/^,  that  is,  the  speed  of  a 
pump  may  also  be  looked  upon  as  the  re- 
ciprocal of  a  resistance  to  flow  of  gases  through 
it,  and  by  analogy  with  electrical  usage  we 

mav  define   -^    as  the   "impedance"   of  the 

pump  itself    and  -^    as    the    impedance    of 

pump  and  tubing.  Similarly  we  may  re- 
gard Si,  Si  and  1  /W\/'^,,  as  "admittances.  " 

It  follows  logically  from  these  considera- 
tions that  "in  operating  vacuum  pumps  of  high 
speed  it  is  essential  to  use  tulaing  of  large 
diameter  (and  short  length)  between  the 
pump  and  the  vessel  to  be  exhausted  if 
full  advantage  is  to  be  taken  of  the  speed  of 
the  pump."  As  an  illustration  of  the  effect 
of  narrow  tubes  in  diminishing  the  effective 
speed  of  a  pump,  let  us  con,sider  the  case  of 
a  tube  10  cm.  long  and  1  cm.  diameter  con- 
nected with  a  pump  of  speed  5i  =  1400  cm.' 
per  second  (which  is  the  value  for  a  molecular 
pump  under  ordinary  operating  conditions). 

The  "resistance"  of  such  a  tube  has  been 
calculated  in  a  previous  section.^  For  air  at 
room  temperature  1  /W^/yi  =  1070.  Applying 
equation  (21)  it  follows  that  52  =  606,  that  is, 
the  speed  of  the  pumping  system  is  about  43 
per  cent  of  that  of  the  pump  alone. 

With  a  ptimp  which  has  a  speed  of  4000 
cm.^  per  second  (such  speeds  are  easily 
attainable  with  mercury  vapor  ])umps)  the 
same  piece  of  tubing  would  diminish  the 
actual  speed  of  exhaust  to  844  cm.^  per 
second.  In  order  to  make  effective  use  of 
the  speed  of  this  pump,  it  would  be  necessary 
to  use  very  much  larger  tubing.  Thus,  let 
us  assume  that  the  connecting  tube  has  a 
diameter  of  3  cm.  and  a  length  of  30  cm.  (To 
use  tubing  larger  than  this  is  usually  im- 
])racticable,  while  the  length  given  is  about 
as  short  as  would  be  practical.) 
I'Fv'7^  =  10-'X1.04 
1 /Si  =10-^X2.5 
Hence,  S2  =  2S25  cm.'  per  second. 

These  results  indicate  how  seriously  the 
speed   of   a   mercury    vapor   pump   may    be 

'■See  Qi,  Table  V,  Part  I. 


limited  by  the  resistance  of  the  tubing  un- 
less this  is  of  very  great  size.  It  also  follows 
from  the  above  considerations  that  in  the  case 
of  a  low  speed  pump  such  as  the  Gaede  dif- 
fusion pump  (5  =  SO)  or  a  rotary  oil  pump 
(5=100),    the   resistance   of    the   tubing,    as 


Fig.  4.     Details  of  Construction  of  Geryk  Vacuum  Pump 

long  as  it  is  not  too  large,  is  not  nearly  as 
important  a  factor  as  in  the  case  of  high  speed 
pumps. 

MECHANICAL   PUMPS 

The  early  forms  of  exhaust  pumps  were  of 
the  piston  type.  As  they  have  been  largely 
superseded  in  modern  practice,  especially  for 
high  vacuum  work,  no  detailed  mention  of 
them  need  be  made  in  this  connection.    More- 


608     July,  192() 


GENERAL  ELECTRIC  REVIEW 


Vol.  XX III,  No.  7 


over,  they  are  described  in  most  elementary 
text-books  on  physics. 

Geryk  Vacuum  Pump 

This  is  a  modern  form  of  the  piston  type 
of  pump  (see  Fig.  3),  made  by  the  Pulsometer 


Fig-  5.      Gaede  Piston  Pump 

Engineering  Co.  The  illustration  (Fig.  4)  and 
the  following  description  arc  given  by  E.  II. 
Barton  ;^ 

"Referring  to  this  figure,  A  is  the  suction 
pipe,  B  the  air  port  into  the  cylinder  above 
the  piston,  C  is  the  piston  whose  bucket 
leather  is  kept  up  to  the  cylinder  wall  by 
oil  pressing  in  the  annular  space  D,  E  is 
the  piston  valve,  F  an  air  pi])e  to  relie\-e 
the  piston  on  the  first  few  strokes,  G,  H  and 
I  collars  and  cover  forming  a  good  joint  and 
delivery  valve  combined. 

"When  the  piston  is  at  the  bottom  of  its 
stroke  as  shown,  there  is  a  perfectly  free 
opening  from  A  to  B.  As  the  piston  rises  the 
port  B  is  cut  off  and  the  cylinder  full  of  air 

3  An  Introduction  to  the  Mechanics  of  Fluids,  p.  197  (Long- 
mans. Green  &  Co.,  1915). 

See  also  Encycl.  Britannica.  11th  Edition.  Vol.  22.  p.  646. 

*  W.  Gaede.  Phys.  Zeits.  14.  1238.  1913. 

See  also  E.  H.  Barton,  loc.  cit.  pp.  108-9.  from  whose  books  the 
following  description  is  quoted. 


irresistibly  carried  up  to  outlet  valve  G. 
No  air  can  get  back  past  the  piston  as  it  is 
covered  with  oil.  When  the  piston  approaches 
the  top  of  its  stroke,  it  lifts  the  valve  G  off  its 
face  and  gives  a  free  outlet  for  the  air.  The 
oil  on  the  piston  then  mingles  with  that  shown 
above  G,  but  the  right  quantity  returns  with 
the  piston  on  the  closing  of  G.  L  is  the  plug 
for  filling  up  with  oil,  which  is  very  non- 
volatile, moistureless  and  non-solvent  of  air 
and  fills  all  clearance  spaces  and  seals  the 
valves. " 

With  a  single-cylinder  pump  of  this  type 
it  is  claimed  that  a  pressure  of  about  a 
quarter  of  a  millimeter  of  mercury  can  readily 
be  obtained. 

Gaede's  Piston  Pump* 

This  form,  shown  in  Fig.  5,  consists  really 
of  three  piston  pumps  in  series.  The  vessel 
to  be  exhausted  is  connected  at  R.  As  the 
piston  rod  D  moves  upwards,  it  carries  with 
it  the  three  pistons  A,  B,  and  C.  The  air 
is  thus  forced  from  .V  (which  communicates 
with  the  tube  M)  through  the  valves  0  in  the 
stationary'  partitions  c,  b,  and  a  into  the 
chamber  K  from  which  it  is  ejected  into  the 
air  by  the  vent  q.  The  top  chamber  /\'  also 
contains  a  small  amount  of  oil  which  forms 
an  emulsion  with  the  water  and  other  vapors 
condensed  above  the  piston  A.  "This  emulsion 
is  forced,  together  with  the  air,  through  the 
valve  o  in  the  cover  a,  through  the  tubePabove 
the  valve,  and  thence  into  the  chamber  A'. 
This  chamber  is  filled  with  a  fibrous  mass  by 
which  the  oil  and  water  emulsion  is  separated 
into  its  components.  In  consequence  of  its 
greater  density,  the  water  collects  on  the  bot- 
tom M  of  the  chamber,  and  may  be  pumped 
off  as  often  as  necessary  by  means  of  a  glass 
syringe  and  rubber  tube  connected  to  the 
tube  A'  extending  upwards  out  of  the  pump. 
The  oil  overflows  through  the  tube  5  into 
the  space  between  a  and  M,  whence  it  re- 
enters the  pump  barrel  to  combine  with 
fresh  quantities  of  water  vapor." 

According  to  Gaede's  jjublished  account 
it  is  possible  with  this  pump  to  obtain  a  pres- 
sure as  low  as  O.OOOOo  mm.  mercury;  i.  c.  0.067 
bar.,  when  exhausting  into  atmospheric  pres- 
sure. 

Sprengel  Pump 

The  use  of  a  water-jet  as  a  suction  pump  is 
quite  familiar.  With  this  pump,  the  minimum 
pressure  obtainable  is  that  corresponding 
to  the  vapor  pressure  of  water  at  the  tem- 
perature which  it  has  in  the  supiily  line;  i.  e. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


609 


from  5  to  10  mm.  mercury.  As  the  vapor 
pressure  of  mercury  at  ordinary  tempera- 
tures is  only  about  1  to  2  bars  it  is  possible 
by  means  of  a  stream  of  mercury  to  obtain 
fairly  low  pressures,  and  by  interposing  a 
refrigerating  chaniber  between  the  vessel 
to  be  exhausted  and  the  nozzle  which  com- 
municates with  the  mercury  stream  it  is 
possible  to  obtain  still  lower  pressures.  The 
Sprengcl  mcrcur}-  pump  operates  on  this 
principle,  and  some  of  the  simpler  forms  are 
described    in    most    elementary    text-books.' 

G.  W.  A.  Kahlbaum"  has  described  a  form 
of  Sprengel  pump  which  he  states  to  be  ca- 
pable of  exhausting  a  400  cubic  cm.  bulb  in 
30  minutes  to  0.004  bar.  In  a  subsequent 
paper'  he  gives  the  following  data  with 
regard  to  the  speed  of  exhaust  of  a  500  cubic 
cm.  bulb : 

3  minutes  to  0.5  mm.  mercury 
15  minutes  to  0.000165  mm. 
30  minutes  to  0.000069  mm.  =  .092  bar 

With  special  care  he  states  that  he  was 
able  to  get  a  pressure  as  low  as  .0024  bar. 
This  pressure  is  evidently  that  of  residual 
gas,  and  does  not  include  the  pressure  of 
the  mercury  vapor  itself,  which,  as  stated 
above,  would  be  between  1  and  2  bars. 

Geissler-Toepler  Pump' 

The  principle  of  this  pump  is  fundamen- 
tally the  same  as  that  used  by  Torricelli 
in  his  famous  experiment.  In  this  type 
(Fig.  6)  mercury  forces  the  piston  and  also 
opens  and  closes  certain  ports,  so  that  no 
valves  are  needed  except  one  rough  glass 
valve  (g)  to  prevent  the  mercury  from  en- 
tering the  vessel,  E,  which  is  being  exhausted. 
The  essential  parts  of  the  piunp  are  made  of 
glass  and  the  air  from  E  is  exhausted  by 
alternately  raising  and  lowering  the  mer- 
cury reservoir  R  which  is  connected  to  the 
tube  of  barometric  length  below  B.  At 
each  upward  "stroke,"  the  gas  in  B  is 
closed  from  E  and  forced  through  the  tube 
F,  into  the  atm.osphere  at  M.  Then  on  the 
downward  stroke,  the  pressure  in  E  is  lowered 
by  expansion  of  the  gas  into  B.  E.  Bessel- 
Hagen^    has    described    a    m.odified    form    of 

*  See  Encycl.  Brit.  loc.  cit.,  aho  Winkelmann.  Handbuch  der 
Physik.  I.  2.  pp.  1314-1-332,  contains  a  very  detailed  description 
of  the  different  forms  of  Sprengel  and  Toepler  mercury  pumps. 

«  Wied.  Ann.  oS.  199  (1894). 

:  See  also  L.  Zehnder.  Am.  d.  Phip.  10.  623  (1903),  for  a  de- 
scription of  an  improved  form  of  Kahlbaum's  pump. 

"  See  Encycl.  Britannica  and"  Winkelmann,  loc.  cit..  also  Barton 
loc.  c;t.,  from  whose  books  Fig.  6  is  taken. 

'  Wied-Am.  11.  425,  18S1. 

'"  Other  forms  of  Toepler  pump  are  described  by  a  A.  Stock 
Ber.  deutsch.  chem.  Gis.  3S.  2182,  1905.  and  E.  Grimsehl.  Phys. 
Zeits.  S,  762.  1907. 


Toepler  pump  with  which  he  claims  to  have 
obtained  pressures  of  residual  gas  as  low  as 
0.016  bar.i" 

Both  the  Sprengel  and  Toepler  pumps 
have  rendered  \-ery  useful  service  in  high 
vacutun  investigations,  and  there  is  no  doubt 


-^B—TOe^d~£^     /^UMf^  • 


Fig.  6.      Toepler  Pump 

that  with  care  it  is  possible  to  obtain  pres- 
sures as  low  as  .02  to  .01  bar  by  their  use. 

The  great  disadvantages  of  these  pumps 
are,  however,  two-fold.  First,  they  re- 
quire constant  personal  attention  during  the 
exhaust  and  second,  the  speed  of  exhaust 
is  extremely  slow,  as  it  depends  upon  the 
rate  at  which  the  mercury,  can  be  raised  and 
lowered  alternately.  It  is  of  interest  to  note 
in   this   connection   the   results   obtained  bv 


610     July.  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  7 


Scheel  and  Heuse'^  in  their  investigation 
of  the  degree  of  vacuum  attainable  with 
diflferent  types  of  pump.  Theii'  used  a  6 
liter  bulb  and  measured  the  speed  of  exhaust 
by  means  of  a  v^ery  sensitive  McLeod  gage. 
(See    subsequent    section   for   description    of 


Fig.  7.      Gaede  Rotary  Mercury  Pump 


this  gage.)  In  the  experiments  with  a  Toepler 
pump,  each  stroke  actually  required  two 
minutes,  and  two  more  minutes  were  allowed 
between  each  stroke  for  equalization  of  pres- 
sure. Table  VII  gives  the  pressures  at  the 
end  of  different  intervals  of  time. 

The  last  cokmin  gives  the  "speed  of  ex- 
haust" as  calculated  by  Gaede 's  formula. 
Compared  with  the  speed  of  even  1 00  cm.'  sec. 
obtained  by  a  Gaede  rotar\'  mercur\'  or 
an  ordinary  oil  pump  (described  below) 
the  speeds  given  in  Table  I,  are  mani- 
festly ven,-  low.  Considering,  furthermore, 
that  in  the  case  where  gas  is  continually 
evolved  from  the  walls,  the  minimum  at- 
tainable pressure  is  given  by  the  ratio  S /q 
where  q  denotes  the  rate  of  gas  evolution, 
it  is  seen  that  in  actual  practice  it  would  be 
very  difficult  to  obtain  pressures  below  .01 
bar  by  means  of  a  Toepler  pump. 

Similar  results  were  obtained  by  Scheel 
and  Heuse  in  investigating  the  rate  of  ex- 
haust of  a  6  liter  bulb  by  means  of  a  Sprengel 
pump  (Zehnder's  form).'- 


"  Zeits/.  Instrumentenkundc.  S9,  47,  1909. 
"Ann.  d.  Phys.  10,  623  (1903). 
"  Phys.  Zeits.  10,  316,  1909.  ' 

>'  Verh.  d.  deutsch.  Physik.  Ges.  7,  287,  (1905).     Phv 
758-760,  (190,5). 


TABLE  VII 

t 

press 

„      2.3  V  ,       p, 
^-60t    '"^p. 

(minutes) 

(mm.  Hg.) 

0 

0.0645 

2 

0.0399    ■ 

24 

0.0254    , 

48 

0.0107 

60 

0.00703 

108 

0.00141 

120 

0.000.« 

180 

0.00024 

192 

0.00015 

240 

0.000053 

252 

0.000038 

264 

0.000032 

300 

0.000025 

\  J 


0.40 
0.38 
0.35 

0.35 

0.39 

0.28 

0.06 


Gaede  Rotary  Mercury  Pump 

An  automatic  form  of  Toepler  pump  has 
been  described  by  U.  von  Reden,"  with  which 
he  claims  to  have  exhausted  a  500  cm.'  bulb 
in  13  minutes  to  a  pressure  of  .00001  mm. 
From  his  data,  the  speed  of  exhaust  is 
found  to  be  about  20  cm.'  sec. 

In  lilO.j,  W.  Gaede  designed  a  rotar>-  mer- 
cur\-  pump  which  has  been  used  to  a  ver>- 
large  extent  in  the  commercial  exhaust  of 
incandescent  lamps  and  Roentgen  tubes  until 
quite  recently.  The  pump  as  described  in  the 
first  publication'*  and  illustrated  in  Fig.  7, 
consists  of  an  iron  casing  (with  glass  front) 
partially  filled  with  mcrcur\-,  in  which  a 
porcelain  drum  is  made  to  rotate.  A  rough 
pump  producing  a  vacuum  of  10  to  20  mm. 


g 

r 

g 

t 

f. 

'^l 

t 

s 

R 

J2 

•J 

i       I 
'■     t 

"La 

g 

t 

g 

-       .         1 

■ 

.  Zeits.  ' 


Fig.  8.     Gacd;  Rotary  Mercury  Pump. 
Vertical  Section 


is  used  as  fore-piuiip.  Fig.  S  shows  a  vertical 
section  of  the  pum]),  and  Fig.  il  a  front  \new. 
The  iron  case  is  shown  at  j;.  and  (i  is  a  heavy 
glass  plate  through  whicii  pass  the  tubes  R  and 
r  which  connect  to  the  vessel  to  be  exhausted 
and  the  fore-pump  respectively.  The  porcelain 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


611 


drum  /  is  built  up  of  two  (or  more)  sections  as 
shown  in  Fig.  9  and  rotates  on  the  axis  a.  As 
the  dnmi  rotates  in  the  direction  of  the  arrow 
the  compartment  W  is  at  first  increased 
in  volume  and  thus  sucks  in  the  gas  at  the 
opening  /,  from  the  vessel  to  be  exhausted. 
During  the  second  part  of  the  revolution, 
the  opening  /  becomes  covered  with  mercury, 
as  shown  at  p,  and  the  gas  is  then  forced 
out  under  pressure  from  the  compartment  Wi 
into  the  space  between  the  walls  Zi  and  i] 
and  into  the  rough  pump  connection  at  P. 

Fig.  10  shows  an  improved  form  of  the 
pump  in  which  the  opening  to  the  rough  piunp 
r  is  brought  in  through  the  iron  casing.  The 
vessel  to  be  exhausted  is  connected  at  E, 
and  a  side  tube  t  is  provided  with  Po  O5  to 
take  up  water-vapor.  The  tube  MOF  acts 
as  manometer  and  also  makes  it  possible 
to  exhaust  with  the  rough  pump  alone  at  the 
beginning.  As  the  vacuum  improves,  the 
mercury  in  o  rises  and  seals  off  the  connection 
to  the  rough  pump  through  a  Si.  The  system 
is  then  ready  for  exhausting  to  lower  pressure 
by  means  of  the  mercury  ]3ump. 

Gaede  gives  as  an  illustration  of  the  opera- 
tion of  the  pump  the  following  data.  With  a 
pump  rotating  at  20  r.p.  m.,  and  a  volume  of 
6,250  cm.^,  the  pressures  during  exhaust 
were  as  follows : 


Fig.  9. 


Gaede  Rotary  Mercury  Pump, 
Diagrammatic  View 


.„   2.3  V ,   Pi 

t  (min.) 

P  (mm.) 

^-60t  '°«p. 

0 

5 

0.03 

94.5 

10 

0.0018 

46.5 

15 

0.00023 

34.0 

20 

0.0001 

13.8 

25 

0.00007 

(3.9 

30 

0.00007 

0.0 

The  speed  of  this  pump  is  therefore  ap- 
proximately 100  cm.^/sec.  at  the  maximum, 
while  the  degree  of  vacuum  attainable  is 
about  .00007  mm.  or  0.1  bar." 

Rotary  Oil  Pump"' 

Figs.  11  and  12  show  the  construction  of  a 
pump  of  this  type   designed  by  Gaede  pri- 


'=  Later  improvements  in  this  pump  have  been  described  in 
Verh.  d.  deustch.  Physik.  Ges.  9,  6.39  (1907).  and  Phys.  Zeits  .S. 
852,  (1907). 

'«  G.  Meyer.  Verh.  d.  deutsch  Phys.  Ges.  10,  7.53  (1907). 


Fig.  10.      Improved  Form  Gaede  Mercury  Pump 

marily  for  the  purpose  of  acting  as  a  fore- 
pump  to  the  rotary  mercury  pump  described 
above.  It  is  also  shown  in  Fig.  15  at  the 
right  hand  side.  The  pump  consists  of  a 
steel  cylinder  A  which  rotates  eccentrically 
inside  a  steel  casing.  The  projections  at 
S  are  held  tightly  against  the  inner  wall  by 
means  of  springs,  so  that  as  the  cylinder 
rotates  the  air  is  sucked  in  at  C  and  forced 
out  through  the  valve  D  into  the  oil  chamber 
O  and  from  there  into  the  -atmosphere  at  J . 
The  oil  serves  as  automatic  lubricant  and 
also  helps  to  prevent  air  from  leaking 
back  into  the  fine  pump  side,  by  forming  a 
film  between  the  rotating  and  stationary 
members. 

Fig.  13  illustrates  a  standard  form  of 
rotary  oil  pump  used  in  incandescent  lamp 
factories  and  which  can  also  be  used  as  a  fore- 
pump  to  higher  \-acuum  piimjis  such  as 
Gaede's  Molecular  or  Langmuir's  Condensa- 
tion pump.  With  a  rough  side  pressure  of 
about  1  cm.  mercury,  such  a  pump  is  capable 
of  exhausting  to  a  pressure  of  approximately 


612     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No. 


1  bar,  and  with  two  pumps  in  series  the  fine 
side  pressure  may  be  lowered  to  0.1  bar.'' 

With  a  pump  of  this  type  operating  at 
about  400  r.p.m.,  the  speed  of  exhaust  is 
100-150  cm.'  per  second. 


Fig.  11.      Gaede  Rotary  Oil  Pump,  Side  View 
Gaede  Molecular  Pump 

The  Gaede  Molecular  pump  undoubtedly 
marks  a  distinct  advance  in  the  design  of 
pumps  for  the  production  of  high  vacuum. 
The  diiTerence  between  his  pump  and  the 
types  previously  constructed  has  been  well 
described  by  Gaede  himself  in  the  paper  which 
he  published  in  1913:'* 

"All  high  vacuum  pumps  known  up  to  the 
present  consist  of  an  exhaust  arrangement 
which,  according  to  the  original  idea  of  Otto 
von  Guericke,  separates  a  definite  volume  of 
gas  from  the  vessel  to  be  exhausted,  and  then 
gives  it  up  to  a  fore-vacuum  or  the  atmos- 
phere. It  is  absolutely  essential  in  these 
pumps  to  separate  the  rough  side  from  the 
higher  vacuum  side  as  much  as  possible. 
This  is  accompHshed  in  the  mechanical  pumps 
by  tight-fitting  pistons  and  valves,  and  in  the 
case  of  mercur}-  and  oil  pumps  by  means  of 
the  liquids  themselves.    On  the  other  hand,  in 

"  K.  T.  Fischer,  Verb,  deutsch.  Physik.  Ges..  7,  383  (1905),  has 
described  a  form  of  rotary  oi!  pump  for  use  in  commercial  ex- 
haust operations.  With  two  pumps  in  series  exhausting  into 
atmospheric  pressure  he  states  that  a  pressure  of  about  2  bars 
may  be  obtained. 

'»  W.  Gaede,  The  Molecular  Air  Pump.  Ann.  d.  Phys..  41.  337- 
380  (1913).  This  paper  contains  a  complete  discussion  of  the 
theory  and  construction  of  the  pump.  Briefer  descriptions  may 
also  be  found  in  the  following: 

W.  Gaede,  Physikal,  Zcits.  IS.  864-870  (1912).  and  Verh.  d. 
deuts.  Phys.  Ges.,  14.  775-787  (1912). 

K.  Goes.  Physikal,  Zcits..  IS.  1105,  and  li.  170-2  (1913). 
Description  of  some  experiments  with  the  pump  and  precautions 
infusing  it. 

Electrician  (London).  70,  48-50  (1912). 

K.  Jellinek,  Lehrbuch  d.  Physikal,  Chemic.  I.  1.  pp.  330-333 
(1914). 

M.  L.  Dunoyer,  Les  Idees  Modemes  sur  la  Constitution  de 
la  Matiere,  pp.  215-271  (1913). 


the  case  of  the  molecular  piomp  there  is  no 
separation,  whether  piston  or  fluid,  between  the 
high-vacuimi  and  f ore- vacuum.  "  The  gas  is 
dragged  along  from  the  vessel  to  be  exhausted 
into  the  fore-vacuum  by  means  of  a  cylinder 
rotating  with  high  velocity  inside  a  hermeti- 
cally sealed  casing.  The  pump  thus  repre- 
sents a  logical  development  and  application 
of  the  laws  of  flow  of  gases  at  ver%-  low  pres- 
sures as  investigated  by  Knudsen,  Smol- 
uchowski,  and  Gaede  himself. 

The  fundamental  principle  of  the  pump 
may  be  illustrated  by  means  of  Fig.  14.  The 
cylinder  A  rotates  on  an  axis  a  (in  the 
direction  of  the  arrow)  inside  the  air-tight 
shell  B  and  drags  the  gas  from  the  opening  n 
towards  the  opening  nt,  so  that  a  pressure- 
difference  is  built  up  in  the  manometer  M,  as 
shown  by  the  mercur\--le\-els  at  o  and  p. 
Between  m  and  n  there  is  a  slot  in  the  case  B 
as  shown  in  the  diagram,  while  at  ever\'  other 
point  A  and  B  are  ver}-  close  together.  Now, 
at  ordinar\'  pressures  the  viscosity  is  inde- 
pendent of  the  pressure.  Lender  these  con- 
ditions, as  Gaede  shows,  the  difference  in 
pressure  at  o  and  p  depends  only  on  the  speed 
of  rotation  u,  of  the  cylinder,  the  co-efficient 
of  viscosity  of  the  gas,  n  the  length  of  the 
slot  L  and  It  the  depth  measured  radially, 
according  to  the  following  relation: 
pi-pi  =  6Lunlh- 

At  low  pressures,  however,  the  number  of 
collisions    between    gas    molecules    becomes 


Fig    U       Gaede  Rotary  Oil  Pump,  Front  View 

relatively  small  as  compared  with  the  number 
of  collisions  between  the  gas  molecules  and 
the  walls.  Under  these  conditions  the  mole- 
cules therefore  tend  to  take  up  the  same 
direction  of  motion  as  the  surface  against 
which  thev  strike,  if  the  latter  is  in  motion. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


613 


This  conclusion  is  based  upon  the  investiga- 
tions of  Knudsen  on  the  laws  of  molecular 
flow,  which  have  been  discussed  in  a  previous 
section.  The  relation  deduced  above  is  there- 
fore found  to  be  no  longer  true  and  instead 
of  the  pressure-diflference  remaining  constant 
at  constant  speed  of  rotation,  the  pressure- 
ratio  is  now  constant  and  independent  of  the 
pressure  in  the  fore-vacuimi.  Gaede  shows 
that  at  very  low  pressures, 

e 
where  A.'  is  a  constant  whose  value  depends 
upon  the  nature  of  the  gas  and  the  dimensions 
of  the  slot  in  the  casing  B  of  the  pump,  so 
that  at  constant  speed  of  rotation,  n.  the  ratio 
between  the  pressures  on  the  two  sides  of  the 
ptimp  is  constant. 

The  construction  of  the  actual  pump 
based  on  the  above  principles  is  illustrated 
in  Figures  15  and  16,  while  Fig.  17  shows  the 
piunp  connected  in  series  with  a  Gaede  rotary 
oil  pump. 

The  rotating  cylinder  A  (Figs.  15  and  16) 
has  12  parallel  slots  aroimd  the  circiunference, 
into  which  project  the  extensions  C  from 
the   outer   casing.      If   A    rotates   clockwise, 


Fig.  14.     Diagram  Explaining  Operation  of  Molecular  Pump 

and  the  depth  of  the  slots  vary  from  0.15  cm. 
in  the  outer  section  to  0.6  cm.  in  the  inner 
ones.  With  the  cylinder  rotating  clockwise 
as  indicated,   the  vessel  to  be  exhausted  is 


Fig.  13.      Standard  Form  of 
Rotary  Oil  Pump 


Fig.  15.     Gaede  Molecular  Pump, 
Front  View 


Fig.   16. 


Gaede  Molecular  Pump, 
Side  View 


the  pressure  at  m  is  greater  than  that  at  n, 
and  in  order  to  increase  this  pressure  dif- 
ferent sections  are  connected  in  series.  The 
distance  between  the  outer  edge  of  the  cylin- 
der A  and  the  inside  of  the  shell  B  is  about 
0.01  cm.     The  over-all  radius  of  A  is  5  cm., 


connected  at  5,  while  the  opening  T  is  con- 
nected to  an  ordinary  mercury  or  oil  pump 
capable  of  exhausting  to  a  pressure  of  less 
than  0.05  mm.  Hg.  As  the  speed  of  rotation 
of  the  cylinder  is  very  high  (about  8000  r.p.m.) 
oil  cups  are  provided  at  F,  and  the  shaft  A"'  is 


614     July,  1020 


GEXEIL\L  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


so  designed  that  the  oil  in  the  spiral  slot  is 
driven  outwards  by  the  centrifugal  action. 
The  slots  in  the  rotor  are  so  arranged  that 
the  lowest  pressure  is  in  the  center,  and  the 
pressure  increases  uniformly  outwards  until 


TABLE   VIII 


1500  ■ 

ec 

UOO 

- 

^ ^ 

1500 

- 

/^ 

^s. 

1200 

- 

/ 

\^ 

1100 

- 

A 

/ 

\ 

1000 

k 

/ 

\ 

900 

- 

/ 

V 

000 

-   / 

/ 

Y^ 

700 

-/ 

\  ^, 

eoo 

/ 

500 

- 

100 

;oa 

- 

I           \ 

200 

- 

B 

1                 \ 

100 

- 

1 

'           1 

~ r— .^ 

Speed  of  Rotation 

Rough-pump  Press. 

Press,  on  Fine  Side 

R.P.M. 

mm.  Hg. 

mm.  Hg. 

12000 

0.05 

0.0000003 

12000 

1 

0.000005 

12000 

10 

0.00003 

12000 

20 

0.0003 

6000 

0.05 

0.00002 

2500 

0.05 

0.0003 

8200 

0.1 

Not  measurable 

8200 

1 

0.00002 

8200 

10 

0.0005 

6200 

0.1 

0.00001 

6200 

1.0 

0.00005 

4000 

1.1 

0.00003 

4000 

1 

0.0003 

10  10      mn 


Fig.   13.      Effect  of  Rough-pump  Pressure  on 
Speed  of  Gaede  Molecular  Pump 


the  ends,  where  it  is  equal  to  that  produced 
by  the  rough  pvimp. 

The  effect  of  var\-ing  the  speed  of  rotation 
or  the  rough  pump  pressure  on  the  degree  of 
vacuum  produced  by  the  molecular  pump,  is 
shown  in  Table  VIII. 

The  pressures  on  the  fine  side  were  meas- 
ured with  an  extremely  sensitive  type  of 
McLeod  gage  except  in  the  case  of  the  first 
result  given  in  the  table  which  was  estimated. 
The  writer's  own  experiments''  with  the  Gaede 

"  S.  Dushman,  Phys.  Rev.  .5.  224  (1915). 


molecular  pump  at  SOUO  r.p.m.  have  shown 
that  with  a  rough  pump  pressure  of  20  mm. 
the  fine  side  pressure  was  O.00U4  mm.,  so  that 
the  ratio  of  the  pressures  was  50,000 — a 
result  which  is  in  accord  with  figures  given 
by  Gaede  above. 

The  speed  of  the  pimip  as  defined  by  the 
relation, 

5  =  1^/.^ 
i      pi 

has  been  found  by  Gaede  to  var>-  with  the 
magnitude  of  the  rough-pump  pressure.  The 
cun-e  A  in  Fig.  IS  shows  that  the  m.aximum 
speed  is  about  1400  cm.'  per  second  with  a 
fore-vacuum  of  0.01  mm.  For  comparison 
Gaede  also  shows  the  curve  6  for  his  rotar>- 
mercun,-  pump,  which  has  a  speed  of  about 
\'.H)  cm.'  i)er  sec.  at  the  maximum. 

{To  bf  Continued) 


Fig.  17.     Assembly  of  Gaede  Molecular  and  Gaede  Rotary  Oil  Pumps 


615 


Two  Years'  Service  of  Battleship  New  Mexico 


The  battleship  New  Mexico,  pride  of  the 
United  States  Navy,  and  first  of  Uncle 
Sam's  fighting  fleet  equipped  with  the  electric 
drive,  has  recently  completed  her  second  year 
of  active  service. 

Commander  £5.  M.  Robinson,  fleet  en- 
gineer of  the  Pacific  fleet,  of  which  the  New 
Mexico  is  flagship,  reviews  this  two  years  of 
electric  propulsion  in  the  following  report : 

"The  New  Mexico  has  been  operating  for 
nearly  a  year  in  company  with  two  sister 
ships,  the  Idaho  and  Mississippi,  which 
have  hulls  identical  with  that  of  the  New 
Mexico.  During  this  time  it  has  been  pos- 
sible to  get  an  accurate  comparison  of  the 
relative  economy  of  the  three  ships  and  also 
the  relative  maneuvering  qualities.  In  the 
latter  respect,  the  New  Mexico  is  decidedly 
superior,  and  the  remarkable  part  of  it  is 
that  nearly  all  of  the  maneuvering  in  re- 
stricted waters  has  been  done  with  our  turbo- 
generator. When  this  installation  was  first 
proposed,  its  opponents  maintained  that, 
while  a  ship  like  the  Jupiter  could  be  satis- 
factorily operated  with  the  screws  on  both 
sides  of  the  ship  running  at  exactly  the  same 
speed,  it  would  not  be  possible  to  get  satisfac- 
tory operation  with  that  arrangement  on  a 
ship  which  had  to  operate  in  formation. 
But  exactly  the  reverse  has  proved  to  be  true ; 
it  has  been  found  that  more  satisfactory 
operation  is  obtained  when  using  one  gen- 
erator than  when  using  two,  and  it  is  cus- 
tomary, when  in  dangerous  waters  where 
it  is  desired  to  take  all  possible  precau- 
tions, to  use  one  generator  for  driving  the 
ship  and  to  keep  the  other  turning  over  idle. 


If  the  ship  is  getting  under  way  from  an 
anchorage  and  has  to  turn,  as  soon  as  the 
anchor  is  away  the  signal  is  given  for  standard 
speed  ahead  on  one  side  and  the  same  speed 
astern  on  the  other;  with  this  arrangement 
the  ship  will  turn  absolutely  on  her  wheel 
without  gaining  ground  either  ahead  or 
astern. 

"The  advocates  of  electric  propulsion  have 
always  claimed  that  it  was  very  superior  to 
all  other  forms  of  propulsion  at  the  cruising 
speeds,  but  even  the  most  enthusiastic  of 
these  have  been  surprised  by  the  remarkable 
showing  made.  This  is  doubtless  due  to 
the  fact  that  no  one  made  sufficient  allow- 
ance for  the  saving  due  to  sluitting  down  one 
generator  and  all  the  auxiliaries  that  go  with 
one  of  the  condensing  plants.  At  a  speed  of 
10  knots  the  New  Mexico  uses  about  1().7  per 
cent  less  oil  than  her  sister  ships,  or,  putting 
it  another  way,  her  sister  ships  use  about  20 
per  cent  more  than  the  New  Mexico;  at  13 
knots  the  figures  are  29.9  per  cent,  or  42.7 
per  cent;  at  IG  knots  the  figures  are  32.3  per 
cent,  or  47.8  per  cent;  at  19  knots  the  figures 
are  28.6  per  cent,  or  40.1  per  cent;  at  full 
power  the  figures  are  24.4  per  cent,  or  32.2 
per  cent.  At  19  knots,  also  at  full  power,  the 
New  Mexico  uses  about  .975  lbs.  of  oil  per 
shaft  horse  power,  and  at  15  knots  she  only 
uses  1.1  lb.  of  oil  per  shaft  horse  power  per 
hour.    This  is  a  remarkable  uniform  economy. 

"In  regard  to  the  reliability  of  the  machin- 
ery, the  New  Mexico  has  had  nothing  but  the 
most  minor  troubles  with  her  electric  plant 
and  there  have  been  no  navy  yard  repairs 
whatever." 


616     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


Electric  Power  in  the  Oil  Fields  as  a 
Central  Station  Load 

By  W.  G.  Taylor 
Power  and  Mining  Engineering  Department,  General  Electric  Compasy 

In  our  Mav  1919  issue,  Mr.  Tavlor  thoroughly  explained  to  the  oil  producer  the  advantages  of  motor 
drive  In  the  present  'article,  which  was  delivered  as  a  paper  at  the  N.  E.  L.  A.  Convention,  Pasadena  Calif 
Mav  '^O-'"  the  author  discusses  the  subject  from  the  standpomt  of  the  central  station.  He  gives  detailed 
informatron  as  to  the  nature  of  oil  field  load,  the  motor  equipment  for  various  local  conditions,  the  cost 
of  installation  and  the  power  consumption.  In  comparing  electric  drive  with  gas-engine  drive,  tables  are 
included  showing  the  time  saved  bv  the  former,  the  increased  production,  and  the  lower  operating  expense. 
Full  consideration  is  given  to  the  electrification  of  gathering  and  line  pumos.  vacuum  pumps,  compressors 
and  circulating  pumps  for  casing-head  gasolene  plants,  dehydrators,  machine  sho.«,  and  lighting.— Editor. 


Oil  companies  have  in  general  reached  a 
very  receptive  mood  toward  electric  drive 
for  oil  field  operations.  This  is  particularly 
the  case  in  the  California,  Mid-continent,  and 
Texas  fields,  comprising  between  70  and  ib 
per  cent  of  the  productive  wells  of  the  United 
States  and  producing  over  SO  per  cent  of  the 
crude  oil  in  this  country  and  more  than  half 
in  the  world.  Not  only  are  several  thousand 
wells  now  being  pumped  in  these  fields  by 


electric  power,  but  motor  drive  has  also  been 
successfully  used  for  several  years  in  Cali- 
fornia for  drilling,  and  has  been  recently 
introduced  in  the  Mid-continent  field  for  this 
work  with  notably  good  results. 

The  other  principal  applications  of  electric 
power  in  the  oil  fields  are  to : 

Water  pumps. 

Gathering  and  line  pumps, 

Vacuum  pumps, 


8PH  -n  r.-»  5r«  4r>i  ir. 

Fig.  1.    Twenty-four-hour  Load  Curve  of  Substation  of  Midland  Counties  Public 


spa 


hpa  If*  %r»  *««  •>•»  ■"« 

Fig.   2.     Twenty  four  hour  Load  Curve  of  Substation'of  San  Joaquin  Light  and 


ELECTRIC  POWER  I\  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     617 


Compressors  fo  r casing-head  gasolene  plants, 
Circulating  pumps  for  casing-head  gasolene 

plants, 
Dehydrators, 
Machine  shops, 
Lighting. 

Refining  and  other  operations  not  directly 
concerned  with  oil  production  are  not  covered 
in  this  article. 

NATURE  OF  OIL  FIELD   LOAD 

The  almost  ideal  nature  of  an  oil  field  load  is 
well  presented  in  Figs.  1  and  2  by  actual  curve- 
drawing  wattmeter  records  of  substations 
ser\-ing  typical  oil  fields  in  California.  The 
load  is  practically  constant  twentv  four  hours 
a  day  every  day  in  the  year,  without  anv  ma- 
terial seasonal  variation.  A  slight  rise  in  the 
load  curve  at  night  is  due  to  electric  lighting. 
At  any  individual  installation  of  oil  well 
motors,  there  are  of  course  relatively  large 
load  fluctuations,  as  illustrated  by  Figs.  3,  4, 
and  5,  but  the  diversity  factor  of  a  large 
ntmiber  of  installations  prevents  the  peaks 
from  being  felt  at  either  the  generating 
station  or  substations. 


Oil  well  pumping  comprises  the  largest 
percentage  of  an  oil  field  load,  and  accordingly 
is  the  chief  factor  in  determining  its  character. 
The  quite  varied  operations  necessary  for  the 
maintenance  of  a  producing  well  require  a 
very  versatile  motor,  and  these  requirements 
are  fully  met  only  by  the  two-speed  oil-well 
motor  with  both  speeds  variable,  which  has 
become  the  standard  machine  for  this  work. 
Although  its  chief  duty  is  to  pump  the  well, 
the  motor  is  frequently  called  upon  for  other 
work,  particularly  when  the  well  is  cleaned 
out  and  the  rods  and  tubing  must  be  pulled. 
This  hoisting  work  demands  power,  for  short 
periods,  several  times  greater  than  that 
required  for  pumping.  Although  the  motor 
develops  this  high  power  at  its  high  speed 
and  is  designed  for  pumping  conditions  at 
its  low  speed,  it  is  not  practicable  for  it  to 
have  as  high  a  power-factor  under  these 
circum.stances  as  can  be  expected  of  an 
ordinary  industrial  motor,  and  therefore  the 
power-factor  of  the  system  is  correspondingly 
affected.  An  oil  field  load  for  this  reason 
generally  has  a  power-factor,  without  cor- 
rection, of  about  60  to  65  per  cent. 


•  •  • 


Service  Corporation  Serving  a  Portion  of  the  Coalinga  Oil  Field  in  Califomi 


*w  »S>v  ^V»^  ^v^  y^52^ 


W^*'^°^^^^^»^ly>>si^^^;;^ 


tvm  ^Hi  "^' ' 


•••••••• 

9*«  S«»  7»l'  51,  5,1,  ji. 

Power  Corporation  Serving  a  Portion  of  the  Midway  Oil  Field  at  Taft.  Califomii 


f>^»l'N  "«  Swi 


618     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


The  cost  of  correcting  this  power-factor  in 
the  low-voltage  distribution  system  would 
be  prohibitive  on  account  of  the  scattered 
nature  of  the  load  and  the  small  capacity  of 
the  units  involved.  The  most  economical 
correction  is  therefore  obtained  by  the  instal- 
lation   of   synchronous   or   condenser   equip- 


on  the  other  hand,  high  voltage  at  the  motor 
is  impracticable  on  account  of  the  necessity 
of  handling  line  current  in  the  controller  for 
reversing  the  motor. 

Si.x  large  power  companies  furnish  nearly 
all  of  the  electric  power  at  present  used  in  the 
American  oil  fields,  these  being  the  Southern 


-s 


iV: 


zT 


T^ 


iiH 


P3 


4= 


Mt 


Fig.  3.     Wattmeter  Record  of  Diilling  with  Standard  Tools  and  Bailing  in  a  10-in.  Hole  at  a  Depth  of  2025  Ft. 


r^ 

'fv 

•^- 

— ~"~- 

f^ 

H           \ — 

% 

( 

g 

i'          1          1 

T 

^  f 

1     r 

if    ■             ! 

■5" 

c      " 

I  \ 

iF' 

|F 

S       I 

1 

i'- 

1 1 

r 

'  s  >  1         '               -J 

^ 

Ma 

1 

i\ 

~\ 

__ 



-^ 
1 1 

-11 

\- 

W- 

— H~ 

\\^~ 

=fc.|lj 

%H-  Vx 

Fig.  4.     Wattmeter  Record  of  Miscellaneous  Work  in  Connection  with  Diilling  a  10-in.  Kole 
with  Standard  Tools  at  a  Depth  of  1840  Ft 


Fig.   5.      Wattmeter  Record  of  Swabbing  in  4  '  .-in.   Casing  at   a  Depth  of  2165  Ft. 


ment  in  the  priman,-  circuit,  after  the  load 
has  developed  to  such  an  extent  that  cor- 
rection becomes  advisable. 

The  standard  distribution  voltage  is  440 
volts.  The  cost  of  both  the  motor  equipments 
and  the  distribution  copjjcr  would  be  increased 
by  the  use  of  any  lower  voltage,  and  there 
would  l^e  no  comjjcnsating  advantages;  while 


California  Edison  Co.  and  the  San  Joaquin 
Liglit  and  Power  Corporation  in  California. 
the  Kansas  Gas  and  Electric  Co.  in  Kansas, 
The  Oklahoma  Gas  and  Electric  Co.  and  the 
Oklahoma  Power  Co.  in  Oklahoma,  and  the 
subsidiaries  of  the  American  Power  and  Light 
Co.  in  Texas.  The  large  increases  in  station 
capacity  and  power  line  extensions,  which  arc 


ELECTRIC  POWER  IN  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     G19 


now  being  undertaken  by  these  companies  to 
reach  and  carry  additional  oil  field  load, 
furnish  good  evidence  of  its  desirability. 

MOTOR    EQUIPMENTS    FOR 
OIL  WELL  PUMPING 

Piunping  the  well  requires 
continuous  operation  of  the 
motor  usually  for  weeks  at  a 
time  without  change  or  shut 
down,  with  a  low  power  de- 
mand and  at  a  comparatively 
low  speed  of  the  rig.  Speed 
control  is  necessary  to  adjust 
the  number  of  strokes  per 
minute  to  the  changing  con- 
ditions at  each  well.  Pulling 
rods  and  tubing,  which  is 
necessary  at  intervals  to  clean 
out  the  well  or  to  replace 
broken  or  worn  parts,  as  well 
as  all  of  the  other  roustabout 
work,  is  done  at  high  speed 
to  save  time,  and  demands  the 
characteristics  of  a  high-torque  hoist  motor. 
The  two-speed  slip-ring  induction  motor  with 
both  speeds  variable,  which  has  proved  to 
be  especially  adaptable  to  all  these  opera- 
tions,  has  all  the  flexibility  of  engine  drive 


and  is  an  improvement  over  it  in  numerous 
respects.  Figs.  6  and  7  show  typical  instal- 
lations. 


f 


Fig.  6. 


Fig.  7. 


Typical  Installation  in  California  of  a  Two  speed  30/15-horse  power  Oil  Well 
Pumping  Motor  Equipment  Before  Completion  of  Housing 

A  number  of  wells  of  moderate  depth  are 
equipped   with    25/10-h.p.    motors,    but    the 
machine    which   meets   the   greatest   variety 
of   conditions   is   rated  30/15  h.p.     In  Cali- 
fornia, one  of  these  is  pumping  a  4S00-foot 
well.     The    higher    rating    is 
developed  at  a   synchronous 
speed  of  1200  r.p.m.  for  pull- 
ing, bailing,  and  similar  work ; 
and  the  lower  rating  at  600 
r.p.m.  for  pumping  duty.    By 
means     of    a     pole-changing 
switch  mounted  on  the  frame 
of    the   motor,   the    speed    is 
readily  changed  as  desired  for 
the  work  to  be  done. 

A  drum  controller  and  spe- 
cially designed  secondary  re- 
sistor give  the  required  speed 
variation  at  either  high  or 
low  speed.  The  controller  is 
installed  near  the  motor  and 
is  operated  by  a  rope  wheel 
from  the  "headache  post"  at 
the  derrick. 

The  motor  is  fully  protected 
by  an  oil  circuit  breaker  hav- 
ing under-voltage  release  and 
overload  trip.  The  overload 
trip  coils  are  double-wound  to 
provide  protection  on  both 
pumping    and    pulling    duty, 

A  Kansas  Installation  of  a  Two-speed  30/15-horse  power  Gil  Well  Pumping  Motor       thcSC    COlls    being    electrically 
Equipment,  This  Being  Typical  of  Those  in  the  Mid-continent  Field  interconnected  with  the  polc- 


G20     July,  19-2() 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


changing  switch  on  the  motor  frame  in 
such  a  manner  that  the  coils  are  always 
connected  to  trip  the  circuit  breaker  at  an 
overload  corresponding  to  the  motor  rating 
in  use.  This  makes  it  impossible  for  the 
motor  to  be  left  without  adequate  protection, 
particularly  when  running  unattended  on  Ionv 
speed  for  pumping. 

An  automatic  device  can  be  placed  in  the 
base  of  the  controller,  if  desired,  to  prevent  the 
controller  from  being  moved  past  an  intermedi- 
ate point  until  after  the  current  has  dropped 
below  a  predetermined  value.  An  unskilled 
operator  can  thus  be  prevented  from  abusing 
the  equipment,  and  can  at  the  same  time  be 
automatically  taught  to  handle  the  controller 
in  the  proper  manner  to  get  the  best  results. 

Many  of  the  installations  in  the  Alid- 
continent  field  are  equipped  with  an  ammeter 
mounted  on  the  cover  of  the  oil  circuit  breaker. 
This  is  of  assistance  when  counterbalancing 
the  well  and  ser\'es  as  an  indication  jf  the 
condition  of  the  well  when  pum_ping.  The 
ammeter  is  not  in  circuit  when  the  motor 
is  connected  for  high  speed.  On  most  leases 
a  watthour  meter  is  installed  at  each  well, 
and  this  enables  the  operation  to  be  watched 
more  closely  from  month  to  month. 

Required  Motor  Capacity  for  Pumping 

There  is  no  apparent  way  to  calculate  the 
power  required  to  pump  a  well  which  will 
give  figures  at  all  consistent  with  actual 
results,  because  of  the  difficulty  of  determining 
the  effect  of  varying  well  conditions.  For 
instance,  a  large  amount  cf  sand  in  the  oil 
will  increase  the  power  necessary  to  pump 
it;  while  on  the  other  hand,  gas  may  be 
encountered  which  will  help  lift  the  oil.  No 
numerical  value  can  be  placed  on  these 
conditions,  so  the  motor  capacity  is  deter- 
mined largely  by  comparison  with  results 
obtained  at  other  wells;  and  a  ])roper  selection 
depends  largely  upon  the  data  at  hand  and  the 
judgment  of  the  engineer  or  salesman. 

Other  conditions  being  equal,  the  power 
required  for  pumping  will  vary  directly  as, 

(a)  The  length  of  stroke. 

(b)  The  number  of  strokes  per  minute. 

(c)  The    square    of    the    diameter    of    the 

tubing. 

The  following  figures  may  serve  as  a  guide 
in  estimating  the  motor  capacity  for  pumping 
individual  wells.  Owing  to  changeable  con- 
ditions always  encoimtered,  it  is  best  to  have 
some  reserve  capacity  in  the  motor  on  the 
pumping  connection. 


In  California,  the  following  data  have  been 
obtained  on  213  wells,  but  cannot  be  con- 
sidered representative  of  conditions  in  deep 
territory: 

Depth  of  wells 900   to  3110  ft.    (av. 

1430) 

Length  of  stroke 29  to  32  in.  (2nd  hole 

in  crank) 

Strokes  per  minute 20  to  30  (av.  24) 

Diameter  of  tubing 3  in. 

Daily  production  per  well ...    10    to    230   bbl.    (av. 

122  bbl.) 
Power  required  per  well.  ...    1  to  5  h.p.  (av.  nearly 

4.0  h.p.) 
E  xcept  ional  wells  have 
required    more,    some 
as  high  as  17  h.p. 

In  Louisiana,  some  heavy  pumping  wells 
have  been  encountered.  One  well  in  the 
Jennings  field  required  the  following: 

Depth  of  well 2000  ft.  (approx.) 

Depth  of  pumping 1100  ft. 

Length  of  stroke 30.5  in.    (3rd  hole  in 

crank) 

Strokes  per  minute 40 

Diameter  of  tubing 2.5  in. 

Daily  production 600   to   800    bbl.,    90 

per  cent  water 
Power  required 9.5  h.p. 

Another  well  in  Louisiana  in  the  field  at 
Hosston  required  the  following: 

Depth  of  well 1050  ft.  (approx.) 

Depth  of  pumping 1000  ft. 

Diameter  of  tubing 3  in. 

Daily  production 500    bbl.    (av.),    over 

90  per  cent  water. 

Length  of  Counterbalance         Average 

Stroke  Speed  Used  Horse  Power 

37.5  25  No  11 

37.5  38  No  17.5 

30.5  40  No  15 

30.5  40  Yes  13 

Compared  with  the  California  data,  these 
Louisiana  wells  have  a  longer  stroke,  higher 
speed,  larger  percentage  of  water,  less  gas,  and 
therefore  require  higher  horse  power.  The 
Hosston  well,  compared  with  the  Jennings 
well,  has  a  lower  speed  but  less  gas  and  larger 
tubing,  therefore  requires  a  somewhat  higher 
horse  power. 

From  10  other  wells  in  the  Jennings  field  in 
Louisiana,  the  following  data  were  obtained: 

Depth  of  wells 2050  ft.  (approx.) 

Depth  of  pumping 1100  ft. 

Length  of  stroke 31    in.    (except    in    a 

few  cases) 

Strokes  per  minute 1<S  to  44  (av.  27.5) 

Diameter  of  tubing 2.5  in.,  3  in.  and  3.75 

in. 
Daily  production  per  well . . .    GOO  bbl.  (av.),  90  per 

cent  water 
Power  required  per  well.  .  .  .    5.2    to   8.0    h.p.    (av. 

C.4  h.p.) 


ELECTRIC  POWER  IX  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     G21 

In  the  Louisiana  field  near  Hosston,  data  Capacity  of  Motor  for  Pulling 

on  11  other  wells  were  obtained  as  follows:  As  a  guide  for  determining  the  maximum 

depth  of  well  at  which  a  motor  of  a  gi\'en  rat- 

E^^lh  o[  putping-.  •.;::::::  lsfti\ooo  ft.  ing  can  safely  be  installed  for  pulling  work  the 

Length  of  stroke 30  to  36  in.  (3rd  hole  followmg  formula  IS  of  much  service.     It  is 

in  crank)  based  on  the  maximum  torque  of  the  motor, 

Strokes  per  minute 28  to  38  (av.  34)  j^^^  jjj^g  ^ggn  found  sufficiently  Conservative 

Ein""prod°ucHo'n"^er-weir.:;  Lo'  bbl.     (av.),    90  that  the  motor  heating  will  normally  not  be 
'                                                    per  cent  water  excessive     under    the     usual     operating     con- 
Power  required  per  well ...  .    7..")    to    15    h.p.    (av.  ditions. 

lOh.p.) 

.,     •  ,       u    .       n     RXEXLXK 

T      T  -I         11      •      .Hi       o  /-I  Maxim_imi  depth  of  well  =   -;r;r5 

In    Texas,    /4   wells   m   the    Goose   Creek  wXa 

field  furnished  the  following  figures:  .^  ^^,^.^^^  /?  =  ratio  of  motor  speed  to  corre- 

Depth  of  wells 2800    ft.    (av.)    3400  sponding  bull-wheel  speed. 

Length  of  stroke 29  to  32  in'.  (2nd  hole  E  =  mechanical  efficiency  of  the  rig  (usually 

in  crank)  varies  from  (J. .5  to  0.  <  )• 

Dia°meter^of"tub'?ng  . .  . . . .  . .  2^5  in.  L  =  number  of  load  lines  used  in  the  tackle 

Daily  production  per  well  .  .    100    bbl.    (av.)    max.  for  pulling  the  tubing. 

water  10  per  cent  .   ,         r       i  ■        •     n              r^ 

Power  required  per  well  (mo-  W  =  weight  of  tubing  m  lb.  per  ft. 

toi'  i"P"'') .5.1  to  5.5  kw.  c/  =  diameter  of  bull-wheel  shaft  in  inches. 

These  wells  produce  a  considerable  amount  7.;  =  ^  constant,  depending  upon  the  motor 

of  sand.  used. 

T     T-             ^u                        -If                •  The  constant  A' is  determined  as  follows: 
7«  A  awsas,  the  power  required  for  pumping 

five  wells  in  the  El  Dorado  field  was  as  f ol-  „ _  l'260Xh.p.XT 

lows:  r.p.m. 

Depth  of  wells 2500  to  2940  ft.  (av.  in  which,  h.p.  =  hoTse  power  rating  of  motor 

,     r   ^    ,                         no"''^*^  ^'■■'  on  high  speed. 

Length  of  stroke 28  m.  "=        ^ 

Strokes  per  minute 19  to  22  (av.  21)  r  =  max.   torque  of  motor  in  per  cent  of 

Diameter  of  tubmg.  •.■■.•   3  in.  full-load  torque. 

Daily  production  per  well. .  .    300  to  600  bbl.    (av. 

460  bbl.j  r./'.»J.=  full-load  high  speed  of  motor. 

Power  required  per  well.  .  .  .    6.9    to    9.7    h.p.    (av.  . 

7.9  h.p.)  The    extreme    condition    which    may    be 

^,         -.^                      ,                .  .   •      1    <       ^  encountered    is     pulling     rods     and    tubing 

These  Kansas  records  were  obtained  about  together  with  the  tubing  full  of  oil.    This  mav 

three  years  ago  on  comparatively  new  wells.  ^^^  ^^j.^^   -^^^^   account   bv   detemiining   the 

Records  were  checked  a  year  ago  on  another  ^^^^j  ^^-^^          j-^^^  ^f  ^-^-^  1^^^  ^^^  ^sjng 

group   of   about   bO   wells,    and   the   average  ^j^j^  ^^          ^^^  .^.  -^  ^^^  formula. 

per  well  was  o  h.p.,  the  maximum  being  <S  h.p. 

Similar  operating  conditions  prevailed  but  the  p^^^^  Consumption  for  Pumping  Operations 

production   had  materially   declined.  ^j^^   kilowatt-hour  consumption  for  deep 

T     ^, ,  ,                  „,             ,       ,       .  „      .  wells  is  no  more  in  m.anv  cases  than  that  for 

/«  Oklahoma,  at  Shamrock,  the  following  shallow  wells.     The  most  influential  factors 

pumping    data    were    obtained    from    seven  are  the  length  of  stroke,  the  speed  of  pumping, 

^'^"^-  the  diam„eter  of  the  pump  barrel,  the  gravity 

Depth  of  wells 2660  to  2920  ft.  (av.  of  the  oil,  and  the  fluid  level  in  the  wells. 

1                            2810  ft.)  This  is  indicated  in  Table  I. 

Length  of  stroke 29^in.^  (2nd    hole    in  'pj^g  ^^^^  ^^  r^^y^^^  j  ^^  ^^^  represent  all  or 

Strokes  per  minute 1870^28  (av.  23)  even  average  conditions  in  California,  and  it 

Diameter  of  tubing 2  in.  would    be    a    difficult    matter    to    determine 

Daily  production  per  well. . .  60  to    100   bbl.    (av.  them.     It  is  of  interest  to  note,  however,  that 

p                   .     ,                ■  11       ^"^  ^^^'^  there  are  a  large   number  of  wells  in  both 

"("^otormpuT) ...''.".. ''.'^ .  4.1    to  6.4   kw.    (av.  the  Midway-Sunset  and  the  Coalinga  fields 

5.2  kw.  with  a  depth  from  10(10  to  2500  feet  which 


622     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


TABLE  I 

COMPARATIVE  POWER  CONSUMPTION  OF   SELECTED   GROUPS  OF  ELECTRICALLY 

OPERATED  OIL  WELLS  IN  CALIFORNIA 


Number  of  wells 

Location  (California) 

Average  depth  (feet) 

Pumping  Speed  (strokes  per  min.) 

Hole  in  Crank — used  for  pumping 

Gravity  of  oil  (Deg.  Baum6) 

Size  of  tubing  (inches) 

Water 

Gas 

Number  of  months 

Kw-hr.  per  well  per  month 


Case  1 

Case  2 

Cases 

Case4 

Case5 

50 

5 

6 

4 

6 

Kern 

Casmalia 

Casmalia 

Cat  Canyon 

Santa  Maria 

1000  to  1100 

1800 

2000 

2900 

2800  to  3000 

27 

18 

20 

22 

20 

1st,  2nd  &  . 

1st 

1st 

1st 

1st 

3rd 

12.5  to  14.9 

10  to  11 

12 

15 

19  to  21 

■iH 

234  and  3 

2ii 

Much 

Much 

\'er>'  Little 

Some 

Yes 

4 

3 

3 

3 

3 

5252 

4403 

3927 

4229 

3941 

use  between  2000  and  3300  kw-hr.  per  well 
per  month.  An  average  obtained  for  366  of 
these  wells  was  2600  kw-hr. 

In  Kansas  there  is  not  such  a  wide  variety  of 
conditions.  Aside  from  a  number  of  shallow 
wells  pumped  by  "powers,"  the  following  are 
about  the  average  operating  conditions: 

Depth  of  wells 2400  to  2950  ft. 

Pumping  speed 15  to  20  strokes  per 

min. 
Hole     in     crank     used     for 

pumping 2nd 

Gravity  of  oil 38  deg.  B. 

Size  of  tubing 3  in. 

Some  water 

No  gas  to  lift  the  oil. 

In  March,  191S,  the  records  of  82  wells 
showed  a  monthly  power  consumption  per 
well  of  3030  kw-hr.  For  the  following  month, 
the  average  for  96  wells  was  3340  kw-hr. 
In  October,  1918,  26  wells,  not  included  in 
those  just  mentioned,  required  an  average  of 
2430  kw-hr.,  but  seven  of  these  pumped  only 
part  time.  The  average  for  the  24-hour  wells 
was  3110  kw-hr.  A  later  record  of  79  wells, 
some  of  which  pumped  only  part  time,  gave 
an  average  of  2220  kw-hr.  per  well  per  month. 

In  the  Burkburnett  field  in  Texas,  con- 
ditions are  about  as  follows: 

Depth  of  wells 1650  to  1800  ft. 

Pumping  speed 15  strokes  per  min. 

Length  of  stroke 20  in. 

Gravity  of  oil 38  deg.  B. 

Size  of  tubing 2  in. 

No  water  or  sand. 

In  the  Townsite  pool  in  this  field,  wells  are 
pumping  on  the  beam  for  the  ftdl  24  hours  a 


day  and  require  approximately  3000  kw-hr. 
per  well  per  month. 

In  the  Northwest  pool,  with  practically  the 
same  field  conditions,  most  of  the  wells  are 
still  being  swabbed  from  3  to  10  hours  a  day, 
with  a  power  consumption  an^-where  from 
2.500  to  9500  kw-hr.  a  month. 

The  Goose  Creek  field  in  Texas  is  a  deep 
pool  from  which  the  following  figures  have 
been  obtained : 

Depth  of  wells 2800    (av.)    3400    ft. 

(max.) 

Pumping  speed 28  strokes  per  min. 

Hole  in  crank 2nd 

Gravity  of  oil 20  deg.  B. 

Size  of  tubing 2 '  2  in. 

Considerable  water  and  gas. 

Monthly  kw-hr.  per  well   .  .  .  3500  to  4000 

Motor  for  Driving  "Powers" 

The  well-known  method  of  pumping  wells 
in  a  group  from  a  central  "power,"  with 
shackle  rods  extending  from  the  "power"  to 
the  jack  at  each  well,  is  ver>'  well  adapted  to 
motor  drive  and  a  large  number  of  such 
applications  have  been  made.  No  special 
electrical  features  are  necessary-,  and  constant- 
speed  duty  is  usually  all  that  is  required. 
Such  wells  are  pulled  by  portable  hoisting 
outfits,  to  which  small  hoist  motors  have 
been  applied  in  several  instances. 

The  number  of  wells  in  a  group  and  the 
length  of  time  each  is  jiumped  daily  var>-  so 
widely  that  no  good  general  data  can  be 
given.  A  motor  load  of  about  2..")  h.p.  per 
well  and  an  average  power  consimiption  from 
30  to  45  kw-hr.  per  well  per  day  is  a  rough 
estimate  of  about  what  may  be  exi>ected. 


ELECTRIC  POWER  IN  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     623 


ADVANTAGES    OF    ELECTRIC    POWER    FOR 
OIL  WELL  PUMPING  OPERATIONS 

For  oil  well  pumping,  motor  drive  has  a 
number  of  special  advantages  which  have 
already  been  discussed  in  detail,*  but  which 
can  well  be  summarized  here: 

Increased  Production 

Ftiel  Saving 

The  oil  fuel  consumption  for  steam-engine 
pumping  of  individual  wells  is  from  3  to  L5 
barrels  per  well  per  day.  This  is  saved  by 
electrification  and  thus  in  fact  amounts  to  an 
increase  in  net  production.  More  gas  is  avail- 
able for  the  market  where  motors  replace  gas 
engines. 

Decrease  of  Shut-downs 

Elimination  or  reduction  of  many  avoidable 
shutdowns  in  oil  well  pumping  operations  can 
be  accomplished  by  using  motors,  and  pro- 
duction can  thus  be  increased  in  many  cases 
as  much  as  15  per  cent.  Evidence  of  this  is 
given  in  Table  II. 

TABLE  II 

COMPARISON     OF     PUMPING     TIME     LOST 
FROM  SHUT-DOWNS  WITH  GAS  ENGINE 
AND  ELECTRIC  DRIVE  UNDER  SIMI- 
LAR NORMAL  OPERATING  CONDI- 
TIONS    IN     KANSAS,     PUMPING 
ON   THE  BEAM 


GAS-ENGINE 

ELECTRICDRIVE 

DRIVE 

EL  DORADO 

AUGUSTA  FIELD 

FIELD 

Nov., 

Feb., 

Oct.. 

Nov., 

1917 

1918 

1918 

1918 

No.  of  wells 

208 

216 

26 

27 

Percentage  of  available 

pumping  time  lost,  all 

causes 

2.3.3 

28.2 

10.7 

9.8 

Percentage  of  available 

pumping     time     lost. 

engine       or       electric 

troubles  only 

4.8 

8.15 

1.98 

0.63 

Experience  has  demonstrated  that  the 
value  of  motor  drive  in  accomplishing  these 
results  lies  in  the  following  points : 

(a)  Electric  troubles  do  not  cause  over 
two  per  cent  loss  in  time  due  to 
shut-downs. 


*'  'The  Operation  of  Oil  Wells  by  Electric  Power  and  the  Result- 
ing Gain  to  the  Oil  Producer,  "  by  W.  G.  Taylor,  General 
Electric  Review,  vol.  XXII.  May,  1919,    p. 384. 


(b)  There  are  no  gas,  water,  or  freezing 

troubles  with  electric  drive. 

(c)  The  time  lost  from  rod  breakage  is 

usually  cut  in  half  when  motors  are 
installed . 

(d)  Valve  and  cup  troubles  are  reduced 

several  per  cent  with  motor  drive. 

(el  There  are  occasionally  some  other 
troubles  which  electric  operation 
remedies  to  a  considerable  extent. 

Time  Saving 

By  reducing  or  eliminating  many  delays, 
electric  drive  makes  more  pumping  time 
available  and  thus  increases  the  production. 
In  this  respect  the  following  are  included 
among  the  advantages  of  a  motor  over  a 
gas  engine  or  steam  engine. 

(a)  No    delay    from    steam    lines    full    of 

water  after  an  idle  half  hour. 

(b)  No  time  required  to  get  up  steam  after 

long  idle  periods. 

(c)  A  motor  cannot  stick  on  dead  center. 

(d)  A  motor,   unlike   a  gas   engine,   will 

always  start  without  difficulty. 

(e)  A    motor    does    not    materially    slow 

down  on  the  heavier  "  pulling  "  work 
and  hence  pulls  the  first  "stand" 
of  tubing  as  fast  as  the  last  one. 

(f)  The  more  accurate  control  obtained 

with  motors  results  in  quicker  work 
■     in  handling  rods  and  tubing. 

(g)  After  drilling  is  com]3leted,  less  than 

an  hour  is  ordinarily  necessary  to 
change  to  electric  pumping  when 
the  proper  arrangements  are  made. 
Production  lost  at  the  flush  period 
during  the  long  time  required  to  set 
a  pumping  engine  is  thus  nearly  all 
saved. 

Uniform  Pumping  Speed 

Production  is  much  reduced  by  variations 
in  engine  speed.  The  more  uniform  speed  of  a 
motor  maintains  full  output  of  every  well. 
Actual  examples  are  given  in  Tables  III  and 
IV. 


G24     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


TABLE  III 

COMPARATIVE  PRODUCTION  WITH  STEAM 
ENGINE  AND  ELECTRIC  DRIVE  UNDER 
IDENTICAL  OPERATING  CONDITIONS 
ON   THE  SAME  WELL,  PUMPING  BY 
ENGINE  AT  NIGHT  AND  BY  MOTOR 
IN  DAYTIME.  BURMA  OIL  COM- 
PANY,   SINGU    FIELD,    UPPER 
BURMA,  INDIA 


Oil  pumped  by  motor. 
Oil  pumped  by  engine  . 


Aug..  1916 


Bbl. 


Per 
Cent 


1311 

1777 


42.5 
57.5 


Sept..  1916 


Bbl. 

1.310 

1587 


Per 
'    Cent 

45.4 
54.6 


Total  time  motor  oper- 
ation   271 

Total  time  engine  oper- 
ation    473 

Barrels  per  hour.motor        4.84 

Barrels  per  hour,  en- 
gine         3.75 

Increase  in  production 
due  to  motor  drive .  .  . 


Per 

Cent 


36.5 
63.5 

28.5 


Hrs. 


270 

450 
4.82 

3.52 


Per 
Cent 


37.5 
62.5 

36.0 


TABLE  IV 

INCREASE     OF     PRODUCTION      OBTAINED 

WITH     ELECTRIC     DRIVE     BY     AN     OIL 

COMPANY    IN    THE   SPINDLETOP 

FIELD,   TEXAS.    PUMPING 

FROM  A   "POWER" 


Eight  wells  on  steam, 
January  and  Febru- 
ary, 1918 

Same  eight  wells,  elec- 
tric power,  March  and 
April,  1918 

Increase  (11.6  per  cent) 


Total  Bbl. 


9346 


10,791 


Bbl. 
Per  Day 


158.4 


176.9 
18.5 


Bbl. 
Per  Well 
Per  Day 


19.8 


22.1 
2.3 


Lower  Operating  Expenses 

0]:)eratinjj  fij^iires  for  a  number  of  oil 
comimnies  have  been  published  to  show  the 
comparison  between  engine  and  motor  drive, 
and  they  all  indicate  a  remarkably  large 
saving  with  the  latter.  F'our  dilTerent  com- 
panies, for  example,  show  savings  respectively 
of  22  per  cent  (12  wells),  24  per  cent  (12 
wells),  40  per  cent  (107  wells)  and  ()3  per  cent 
(number  of  wells  not  stated).     Comparisons 


for  five  other  companies  show  average 
savings,  obtained  when  electric  drive  was 
substituted  for  steam  engines,  var\'ing  from. 
$450  to  S277.>  per  well  per  year,  the  average 
for  all  these  being  approxim.ately  S1275.  As 
the  complete  cost  of  a  standard  two-speed  oil 
w^ell  pumping  motor  installed  is  from  SI 000  to 
•'§2()00  per  well,  depending  upon  the  kind  of 
installation,  the  comparisons  indicate  that 
in  nearly  all  cases  this  can  be  fully  paid  for 
from  the  savings  in  less  than  two  years,  even 
though  the  greatly  diversified  conditions 
encountered  in  the  oil  fields  cause  a  wide 
variation  in  the  costs  of  operation. 

The  items  taken  into  consideration  in  these 
comparisons  are  only  those  affected  by  the 
change;  viz.,  fuel,  power,  labor,  water,  and 
maintenance.  A  few  comments  on  each  of 
these  will  be  of  interest. 

Fuel  and  Power 

As  previously  m.entioned,  the  oil  field 
consumption  for  steam-engine  pumping  opera- 
tions is  from  3  to  15  barrels  per  well  per  day. 
The  electric  power  usually  required  is  from 
00  to  150  kw-hr.  per  well  per  day,  though  in 
exceptional  cases  it  m.ay  reach  about  200  kw- 
hr.  maximum.  From  this  it  is  clear  that  at 
prevailing  power  rates  electric  power  is  much 
the  cheaper.  It  may  also  be  cheaper  than  gas 
fuel  where  the  latter  has  any  market  value. 

Labor 

Motors  require  much  less  labor  expense 
than  engines.  One  i)umper  can  usually  look- 
after  15  or  20  motors,  but  cannot  properly 
handle  more  than  S  to  12  gas  engines  or  10  to 
15  steam  engines  under  the  same  conditions. 
One  electrician  can  take  the  place  of  several 
gas-engine  and  boiler  repair  men.  and  firemen 
are  needed  only  in  proportion  to  the  number 
of  boilers  retained  on  the  lease. 

Water 

Water  is  scarce  and  expensive  in  many  oil 
fields,  and  such  as  is  obtainable  is  usually  bad 
for  boilers.  The  use  of  motors  eliminates  it 
at  a  saving  often  in  excess  of  the  cost  of 
electric  power. 

M  at  tiic  nance 

The  a^-erage  annual  repair  expense  on  oil 
well  motor  equipment  does  not  reach  one 
per  cent  of  the  first  cost,  even  over  periods  of 
operation  up  to  12  years  or  more.  Gas  engine 
equipments  not  over  four  or  five  years  old 
have  an  average  annual  maintenance  expense 
of  more  than   II  i>er  cent.     A  I'nv  figure  for 


ELECTRIC  POWER  IN  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     625 


steam  engines  and  boilers  is  five  per  cent. 
Another  important  matter  is  the  investment 
necessary  for  a  suitable  stock  of  repair  parts. 
For  motors,  this  is  not  over  25  per  cent  of  that 
required  for  gas  engines,  due  to  the  lower  rate 
of  depreciation  and  the  fewer  wearing  parts. 

Other  Advantages  of  Motors 

(1 )  A  motor  cannot  run  away  when  the  rods 

part. 

(2)  Explosions  are  eliminated  and  the  fire 

risk  is  reduced,  thus  lowering  insur- 
ance rates. 

(3)  Accidents  are  fewer. 

(4)  More  reliable  speed  control  is  obtained. 

(5)  Better  motion  of  cleaning-out  tools  is 

produced   by   motors   than   by   gas- 
engines. 

(6)  Motors    have    a    simpler    method    of 

control  than  engines. 

(7)  Electric    power    consumption    can    be 

accurately  measured. 

(S)  Electric  drive  is  cleaner  and  quieter  than 
engine  drive. 

MOTOR  EQUIPMENTS   FOR  OIL 
WELL   DRILLING 

A  different  type  of  electrical  equipment  is 
used  for  drilling  than  for  pumping.  Drilling 
requires  a  motor  of  larger  capacity  than  is 
necessary  on  a  producing  well,  and  the  method 
of  control  is  somewhat  different.  It  is  there- 
fore the  practice  to  use  separate  equipments 
e.xclusively  for  drilling,  and,  as  each  well  is 
completed,  to  put  in  a  pumping  motor  as  a 
permanent  installation,  moving  the  drilling 
motor  and  control  apparatus  to  the  next  new 
rig- 

For  standard  cable-tool  drilling,  an  ordinary 
slip-ring  induction  motor  gives  the  best  results. 
An  auxiliary'  controller  provided  in  addition  to 
the  main  controller  giv-es  the  very  fine  adjust- 
m.ent  of  speed  necessary  to  make  the  move- 
ment of  the  walking-beam  accord  with  the 
natural  period  of  vibration  of  the  drilling 
line.  The  two  controllers  are  operated 
independently  by  rope-wheels  from  the 
headache  post.  Fig.  8. 

In  cable  drilling  the  beam  must  overspeed 
and  allow  a  "free  drop"  of  the  tools  on  the 
down-stroke  to  get  the  most  effective  blow. 
To  accomplish,  this  the  m_otor  must  slow  down 
on  the  up-stroke  and  speed  up  on  the  down- 
stroke.      This    characteristic    is    very   satis- 

*"The  Application  of  Electricity  to  the  Production  of  Crude 
Oil."  by  W.  G.  Lane.  The  Oil  Age,  vol.  XVI,  Jan.  1920,  p.  10. 


factorily  obtained  by  so  proportioning  the 
pulleys  that  some  secondary  resistance  is  -in 
circuit  when  the  motor  is  operating  at  the 
proper  drilling  speed. 

For  rotary  drilling  the  same  type  of  motor 
is  used  for  the  draw-works  and  turntable,  but 
very  fine  speed  control  is  not  necessary-.  The 
slush  pumps  are  also  driven  by  standard 
slip-ring  motors. 

Drilling  itself  is  a  fairly  steady  load  on  the 
motor,  but  the  other  work,  particularly  the 
handling  of  casing,  is  heavy  and  very  inter- 
mittent in  character.  This  may  be  seen  in 
Figs.  3,  4,  and  5.  For  wells  much  over  2000 
ft.  in  depth,  a  75-h.p.  motor  has  been  found 
by  experience  to  be  of  suitable  size.  It  has 
been  used  for  drilling  to  a  depth  of  4412  ft.  in 
California  and  apparently  has  ample  capacity 
for  still  deeper  drilling.  For  2000  ft.  or  shal- 
lower wells,  50  h.p.  may  be  sufficient,  depend- 
ing upon  local  conditions. 

Power  Consumption  for  Drilling  Operations 

It  has  been  found  that  after  a  well  has 
reached  a  depth  of  300  or  400  feet,  the  amount 
of  energy  required  per  hundred  feet  increases 
with  the  depth  of  the  well.  As  the  well  grows 
deeper  the  drilling  tools  used  are  smaller  in 
diameter  and  lighter  in  weight,  and  a  larger 
amount  of  water  is  usually  carried  in  the  hole, 
so  that  the  power  required  to  swing  the  tools 
grows  less.  On  the  other  hand,  the  length  of 
time  required  for  bailing  increases  in  pro- 
portion to  the  depth,  and  the  "dashpot" 
effect  in  pulling  out  the  bailer  increases  due 
to  the  larger  amount  of  water  in  the  well. 
It  is  also  usually  necessary  to  work  the  casing 
more  frequently  as  the  depth  increases,  in 
order  to  keep  it  from  "freezing."  Both  of 
these  conditions  cause  a  considerable  increase 
in  energy  consumption.  Furthermore,  prog- 
ress becomes  slower  as  the  well  deepens.  The 
power  consumption  as  a  whole,  therefore, 
increases  more  rapidly  than  in  direct  pro- 
portion to  the  depth. 

Mr.  W.  G.  Lane  recently  published*  very 
reliable  power  consumption  figures  which  are 
based  on  actual  meter  readings  taken  not 
only  over  a  considerable  period  of  time,  but 
also  on  a  number  of  different  rigs  in  various 
fields.  These  show  the  average  energy  con- 
sumption per  24-hour  day  to  be  as  follows: 

lOOO-ft.  territory 150  to  170  kw-hr. 

1500-ft.  territory '. .  . .    180  to  21.5  kw-hr. 

20aO-ft.  territory 200  to  235  kw-hr. 

2.500-ft.  territory 230  to  270  kw-hr. 

3000-ft.  territory 250  to  285  kw-hr. 

Over  3000-ft.  territory 265  to  350  kw-hr. 


626     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


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ELECTRIC  POWER  IN  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     G27 


Advantages  of  Electric  Drilling 

To  the  power  company  it  is  of  advantage  to 
introduce  electric  drilling  and  thus  get  power 
lines  into  the  fields  early  in  the  game.  Electric 
pumping  then  follows  as  a  logical  step,  as  oil 
men  all  consider  it  more  feasible  to  adapt  motor 
drive  to  pumping  than  to  drilling  operations. 

As  to  the  success  and  advantages  of  drilling 
by  electricity,  a  large  oil  company  in  the  Mid- 
continent  field  recently  ])ublished*  convincing 
comments  and  data.  It  was  stated  that 
"results  obtained  in  the  drilling  of  Stokes  No. 
27  and  a  subsequent  well  show  conclusively 
that  a  combination  of  motor  and  control 
apparatus  has  been  perfected  to  a  degree  that 
causes  even  experienced  drillers  to  say  electric 
equipment  is  superior  to  steam."  The  driller 
himself  reported:  "Having  worked  on  Stokes 
No.  27  from  start  to  finish,  my  candid  opinion 
is  that  electric  power  for  drilling  is  great. 
From  a  standpoint  of  economy  and  reliaiaility 
it  has  no  equal.  In  spudding,  drilling,  bailing 
water,  pulling  tools  or  landing  casing,  the 
motor  gave  us  not  the  slightest  difficulty." 

The  cost  of  installing  and  operating  this 
drilling  equipment  compared  with  what  it 
ivould  have  been  with  steam-engine  drive  is 
given  in  Table  V. 

WATER  PUMPS 

Practically  all  oil  companies  using  motors 
pump  their  own  water  with  electrically 
driven  pumps,  and  it  has  often  been  the  case 
that  these  were  the  first  motors  put  in.     In 

♦"Drilling  by  Electricity"  in  The  Empire  (published  by  Empire 
Gas  and  Fuel  Co.,  Bartlesville,  Okla.),  Oct.  30,  19)9. 


the  aggregate  this  amounts  to  a  considerable 
power  load,  but  for  any  particular  property 
a  small  unit  furnishes  all  the  water  necessary. 
The  large  companies  usually  have  an  extensive 
water  supply  system. 


Fig.  12.    Pumping  450  Barrels  of  Oil  a  Day  From  a  Depth 

of  1900  ft.  with  a  Two-speed  Oil  Well  Motor  in  the 

California  Midway  Field 


TABLE   V 

COST  OF  INSTALLATION  AND  OPERATION  OF   MOTOR  EQUIPMENT  FOR  DRILLING 

2440-FOOT   WELL,   COMPARED   WITH   STEAM-ENGINE   DRIVE 


Boiler  and  Engine 

Motor 

Loss 

$335.53 

Saving 

Initial  cost                                           .    . 

.$1,862.00 

432.50 

290.00 

480.00 

2,160.00 

$1,625.00 

♦768.03 

32.50 

60.00 

574.93 

$  237.00 

Cost  of  installation  (including  belts,  etc.) 

Estimated  depreciation  per  well 

Cost  of  water .     .             

257..50 
420.00 

Estimated  cost  of  fuel  oil  at  $36  per  day . 

Cost  of  electric  power 

Saving  in  cost  of  power 

Saving  in  installing  pumping  motor  in 

same  house,   on  same  foundation .... 
Saving  in  oil  production  during  change 

to  pumping 

1,585.07 

186.16 

1,. 305.00 

Totals         

$335.53 

$3,990.73 

Net  estimated  saving  of  electric  drilling 

$3,655.20 

*The  installation  charge  of  the  motor  drilling  equipment  was  high,  due  to  the  fact  the  equipment  was  new  and  changes  had  to  be 
made  which  involved  labor  charges  that  will  not  be  necessary  in  future  outfits.    It  also  includes  the  cost  of  building  the  motor  house. 


G2S     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo. 


GATHERING   AND   LINE   PUMPS 

Pumps  requiring  motors  up  to  lUO  horse 
power,  and  often  built  for  high  pressures,  are 
used  for  gathering  crude  oil  from  the  wells  and 
sumps  and  transferring  it  to  the  pipe  lines  or 
tank  f  anns.  These  furnish  a  considerable  power 
load,  though  it  is  not  large  in  com.parison  with 
oil  well  piunping.  The  small  units  generally  use 
squirrel-cage  motors,  but  slip-ring  m.achines 
are  necessan,-  to  obtain  variable  speed  on  the 
larger  pumps  on  account  of  the  variable 
pressure  encountered  in  cold  and  hot  weather. 

The  application  of  electric  drive  to  main 
pipe  line  pumping  makes  a  ven,-  desirable 
load  for  the  central  station,  but  current  is 
seldom  available  at  even,-  pumping  station 
along  the  line.  The  general  tendency  up  to 
the  present  has  been  to  install  uniform  pump- 
ing equipment  at  all  stations  on  a  pipe  line, 
and  accordingly  there  are  only  a  few  instances 
where  motor-driven  pimtps  have  been  in- 
stalled. The  larger  stations  require  several 
hundred  horse  power  and  the  load  is  uniform 
and  practically  continuous.  Power  com- 
panies will  therefore  be  warranted  in  mak- 
ing strong  efforts  to  obtain  this  desirable 
load. 

VACUUM   PUMPS,    COMPRESSORS   AND 
CIRCULATING  PUMPS  FOR  CASING- 
HEAD  GASOLENE  PLANTS 
The  electrification  of  casing-head  gasolene 
plants   is   a   comparatively   recent   develop- 


ment, but  in  som.e  fields,  particularly  in 
Oklahoma,  it  has  prom.ise  of  exceeding  oil 
well  pum_ping  as  a  central  station  load.  In 
the  DrtuT-right  field  alone  there  is  more  than 
32,000  horse  power  in  gas  and  oil  engines  in 
these  plants,  and  there  are  good  reasons  for 
anticipating  that  m.any  of  these  will  be 
changed  to  electric  drive  within  a  brief  period. 

Most  casing-head  gasolene  plants  are  now 
driven  by  gas-engines  and  use  the  residue 
gas  for  fuel.  In  m.any  cases  this  gas  would 
be  blown  oR  and  wasted  if  not  so  used,  and 
it  would  accordingly  be  expected  that  m.otor 
drive  would  receive  scant  consideration. 
However,  engine  troubles  are  found  to  be  the 
cause  of  a  big  loss  in  gasolene  production,  this 
more  than  orfsetting  the  cost  of  the  electric 
power  which  would  be  consumed.  The 
engines  are  not  only  shut  down  se\-eral  days 
a  month  for  repairs,  but  their  speed  variation 
results  in  reduced  output  of  the  compressors. 
It  is  ver\-  necessar>'  that  a  definite  speed  be 
m.aintained  at  all  times  in  order  to  handle  the 
maximum  amount  of  wet  gas. 

One  example  of  the  better  results  obtained 
with  motor  drive  is  a  plant  at  Los  Angeles. 
Three  200-horse  power  gas  engines  driving 
the  compressors  were  replaced,  after  less 
than  a  year's  operation,  by  three  200-horse 
power  slip-ring  induction  motors.  An  average 
shut-down  of  about  four  days  per  engine 
per  m.onth  was  thus  eliminated  and  this 
increased    the    production    an    amount    just 


i 


Panoramic  View  of  the  Gook  Creek  Oil  Field  in  Tezaa,  Wherr 


ELECTRIC  POWER  IN  THE  OIL  FIELDS  AS  A  CENTRAL  STATION  LOAD     (L'l) 


about  sufficient  to  pay  the  monthly  power 
bill.  In  addition,  the  steadier  speed  at  which 
the  motors  drove  the  compressors  resulted 
in  greater  production  per  day.  This  con- 
vinced the  operating  company  of  the  supe- 
riority of  electricity  and  they  accordingly 
electrified  their  entire  lease. 

Operators  consider  motor  drive  for  vacuum 
pumps  even  more  necessary  than  for  com- 
pressors. This  is  due  to  the  fact  that  if  the 
vacuum  pumps  are  not  operated  continuously 
at  a  fixed  speed,  a  loss  in  vacuum  results 
which  enables  the  neighboring  leases  to  secure 
the  gas  and  also  a  certain  amount  of  oil. 
Every  engine  trouble  which  causes  a  shut- 
down means  a  probable  loss  in  production  to 
the  plant  for  10  to  IS  hours,  this  being  the 
time  required  to  again  build  up  a  vacuum 
on  the  lines  so  that  it  balances  that  of  the 
neighboring  companies. 

ELECTRIC   DEHYDRATORS 

Electric  dehydrators  were  developed  to 
provide  a  more  economical  method  than  that 
usually  employed  for  breaking  up  emulsions 
of  water  and  oil  which  cannot  be  separated 
by  settling.  The  oil  containing  the  emulsion 
is  passed  through  an  electric  field,  between 
two  electrodes  having  a  difference  of  potential 
of  about  1 1,000  volts.  The  discharge  between 
the  electrodes  breaks  down  the  emulsion  and 
the  water  then  settles  out.  This  raises  the 
Bauine  gravity  of  the  oil  to  practically  its 


original  figure  and  thus  increases  its  market 
value.  The  saving  thereby  m_ade  is  usually 
sufficient  to  pay  for'  the  treater  within  a 
period  of  operation  of  nine  months  or  less. 

The  average  power  consiunption  is  in  the 
neighborhood  of  2000  kw-hr.  per  month, 
though  it  m.ay  vary  with  the  conditions  from 
1200  to  5000  kw-hr.  The  amount  of  power 
required  per  barrel  of  cleaned  oil  ranges  from 
22  to  05  watthours.  The  power-factor  is 
about  98  per  cent  leading,  due  to  the  con- 
denser effect  of  the  highly  charged  elec- 
trodes. The  dehydrators  may  consist  of 
from  two  to  eight  treater  units,  but  this 
does  not  affect  the  power  consumption  to 
any  great  degree. 

MACHINE  SHOPS  AND  LIGHTING 

Little  need  be  said  about  these  applications 
of  electric  power  in  the  oil  fields,  as  they  pre- 
sent no  unusual  features.  A  machine  shop  is 
a  necessity  in  oil  field  operations  and  motor- 
driven  tools  have  well-known  advantages. 

The  fire  risk  is  of  course  an  important 
consideration  in  connection  with  oil  pro- 
duction and  for  this  reason  electric  lighting, 
particularly  in  gassy  territory,  is  especially 
favored.  When  it  is  necessary  to  keep  all 
wiring  as  far  away  from  a  drilling  rig  as 
possible  and  to  avoid  even  the  danger  of 
ignition  from  the  breaking  of  a  bulb,  flood 
lighting  furnishes  practically  the  only  safe 
method  of  illumination. 


Wells  are  Now  Pumped  by  Two-speed  Oil  Wei!  Motors 


630     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


Theory  of  Speed  and  Power-factor  Control  of  Large 

Induction    Motors    by    Neutralized    Polyphase 

Alternating-current  Commutator  Machines 

By  John  I.  Hull 

Designing  Engineer,  General  Electric  Comp.\ny,  Schenect.\dy,  X.  Y. 

This  article  discusses  the  theory  of  induction-motor  control  under  the  headings  of:  single-range  (below 
synchronism  only)  speed  and  power  factor  control  by  means  of  a  constant-speed  series  commutator  motor, 
by  means  of  a  constant-speed  shunt  commutator  motor,  by  means  of  a  constant-speed  compound  excited 
commutator  motor;  double-range  (all  speeds  above  or  below  synchronism)  speed  and  power  factor  control  by 
means  of  a  constant-speed  shunt  commutator  motor;  and  double-range  (either  above  or  below  synchronism) 
operation  remote  from  synchronism.  This  article  was  presented  as  a  paper  at  the  A.I.E.E.  convention, 
White  Sulphur  Springs,  W.  Va. — Editor. 

A  stationary  polyphase  wound-rotor  induc- 
tion motor  is  merely  a  static  transformer 
arranged  so  that  the  primary  coils  are  all  on 
one  part  of  the  magnetic  circuit,  and  the 
secondary  coils  on  another  part  of  the 
magnetic  circuit,  the  two  parts  thus  being 
arranged  so  as  to  permit  relative  motion. 
The  reluctance  of  the  magnetic  circuit  is 
kept  as  low  as  possible  by  imbedding  both 
primarv'  and  secondary  winding  in  slots, 
thereby  permitting  the  "teeth"  between  the 
slots  of  the  primar\-  iron  to  come  as  close  to 
the  "teeth"  of  the  secondary  iron  as  safe 
mechanical  clearance  permits.  The  necessity 
of  some  clearance  or  "air  gap"  makes  the 
reluctance,  hence,  the  magnetizing  current 
and  kv-a.  larger  than  for  the  static  trans- 
former of  similar  capacity,  voltage  and  fre- 
quency, while  the  separation  of  the  primar\' 
winding  from  the  secondary-  winding  and  the 
imbedding  of  both  in  slots  make  the  leakage 
reactances  larger  than  for  the  corresponding 
static  transformer.  It  is  thus  evident  that 
the  induction  motor  may  logically  be  con- 
sidered from  the  point  of  view  of  a  trans- 
former so  arranged  as  to  permit  the  forces 
set  up  in  the  secondary  conductors  to  cause 
rotation,  at  the  cost  of  an  increase  in  the 
magnetizing  current  and  the  leakage  react- 
ance. 

The  flux  common  to  both  and  set  up  by  the 
resultant  of  the  primary  and  secondary 
magnetomotive  forces  is  the  link  of  mutual 
influence  between  the  primary  and  secondar\'. 
This  influence  manifests  itself  as  electro- 
motive forces  set  up  in  proportion  to  the 
effective  number  of  turns,  the  flux,  and  the 
frequency  in  the  circuit  in  question.  (Of 
course,  this  is  rigorously  true  only  with  the 
usual  asstunptions  of  sine  wave  distribution, 
etc.) 

The  torque  is  proportional  to  the  sum- 
mation of  the  products  of  the  secondary  turns, 


and  the  components  of  current  in  quadrature 
with  the  common  flux  of  each,  and  to  the 
common  flux. 

The  usual  theor\'  of  the  induction  motor 
takes  into  account  only  the  phenomena  within 
the  motor  itself,  performance  with  adjustable 
external  secondan,-  resistance  being  analyzed 
by  considering  it  to  be  merely  an  addition 
to  the  normal  resistance  of  the  secondary'. 

In  Fig.  1,  we  reproduce  a  circle  diagram, 
a  vector  diagram  for  analyzing  induction 
motor  performance,  which  lends  itself  to  the 
introduction  of  electromotive  forces  etc.,  of 
concatenated  machines. 

AH  — 1 1  (proportional  to  priman,-  current) 
represents  the  flux  linking  priman,-  and  second- 
ary- which  would  be  produced  by  the  primarj' 
current  alone.     (Saturation  neglected.) 


Fig.  1 .     The  Circle  Diagram  of  an  Induction  Motor 

H  I  =  C\Ii  represents  primary-  leakage  flux. 

H  G  =  I  E  =  h  (proportional  to  the  second- 
ary- current)  represents  the  flux  linking  sec- 
ondan*- and  iirimar>-  which  would  be  jiroduced 
by  the  secondan  current  alone.  (Saturation 
neglected.) 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS  631 


G  D  =  C'i.Ii  represents  secondary  leakage 
flux. 

AE  is  thus  the  resultant  of  all  the  primary 
flux  and  that  secondary  flux,  linking  the 
primar\-,  so  that  neglecting  primary  resist- 
ance drop  £  is  a  fixed  point  for  constant  line 
voltage  and  frequency,  as  .4  E  is  the  flux  which 
generates  the  counter  e.m.f.  to  balance  the 
applied  voltage  e^. 

H  G  intersects  AE  at  B,  and  as 


ABIAE  = 


h 


Ii(l+Ci) 


we  see  that  .4  B  is  constant,  making  B  also  a 
fixed  point .  .4  L>  is  resultant  of  /i  and  Jo  4-  C2/2 
and  therefore  generates  all  secondary  electro- 
motive forces  except  resistance  drop  which  is, 
therefore  in  phase  opposition  to  the  voltage 
62,  set  up  in  the  secondary  in  quadrature  to 
flux  .4  D.  This  makes  .4  F  parallel  to  H  D  and 
to  I  E  and  further  makes  A  D  H  a  right  angle, 
which  taken  in  connection  with  the  fact  that, 
as  shown  above,  A  and  B  are  fixed  points, 
demonstrates  that  the  curve  traced  by  point 
D  is  the  arc  of  a  circle. 

A  line  parallel  to  ^4  I  from  point  D  intersects 
prolongation  of  .4  £  at  C  and  prolongation  of 
7  £  at  A'. 

CD =CK+KD 
CK  _AI 
EK     IE 

„„      CJiXliCl+G) 
C  K  = J 

=  JlC2(l-|-Cl) 

K  D  =H  I  —  Cili  (since  they  are  parallels 
intercepted  by  parallels) 

CD  =/,[G+r2(H-G)] 
BD =BG+GD 
BG_  ^lE 
E'G      I A 

EGXIE     ^  ^  ,,        h 


BG  =- 


I  A 


■  =  CiIiX 

=  /2X 


ii,(i+co 


1+Ci 


GD  =CJi 
BD=L.(C2+J^;) 

h 


-,^^X[Ci4-G(i4-Q] 

£.4  is  the  flux  whose  counter  e.m.f.  balances 
all  the  applied  line  voltage  as  noted  above. 


Let  it  be  designated  Im-    B  A  is  the  mutual  flux 
at  running  light  and,  if  denoted  by  7o,  we  have 

J-9—' 


l+Ci 
CB  -- 
CE 
EA  '' 

CE 

EB 

EA 


■  CE+EB 
EK 
''EI 


=  EAX 

I  A 


EK 


=  /„ 


EI 
EB  =  I. 


Cxh 


1C2 


,x 


/i(l  +  Ci) 


CB  =/, 


=  1, 
Ci 


X 


1+Ci 


'(^^+r+k) 


14- G 
-X[Ci4-C2(l+C0] 


7T-r  =  -=-7  =  C  onstant  =  C2  X  /2  //a 


=  /o[C:4-C2(14-CO] 
Further,  C  is  a  fixed  point  since: 
CE^EK 
EA~  EI 

CA=EA+CE  =  Im+In.C,  =  I„  (I  +  C2) 
_In.  (14-C2)[Ci4-C2(14-Ci)] 
Ci+G  (l+Ci) 
Summing  up  we  have : 

CD  =  Ii[Ci+C2  (1+C,)] 
I. 


DB  = 


CB  = 


,^CXICM 


(1+Ci)] 
X[Ci+C2(l+Ci)] 


1+Ci 
=  Jo[Ci+C2(H-C,)] 

^,     /m(l+C2)X[Ci-t-C2(14-Ci)] 
Ci4-C2(l-|-Ci) 

£A  =  J« 

BA  =  Io 
With  proper  scale,  Im  could  be  made  to 
represent  the  magnetizing  current  for  a  total 
flux  Im,  (which  is  the  quantity  commonly 
calculated,  as  the  primary  reactance  and 
resistance  drop  are  usually  omitted)  Jo  could 
be  made  to  represent  the  true  running  light 
current,  priman,'  reactance  drop  considered, 
/i  the  primar}^  current  and  /2  the  secondary 
current.  If  we  now  change  the  scale  of  the 
diagram  by  the  factor  Ci  +  d  (1  +Ci),  we  may 
say  that  magnetizing  current  im  divided 
by  1-l-Ci  equals  CB,  equals  true  running 
light  current  to ;  primary  current  n  equals  C  D; 
secondary  current  divided  bv  14-Ci  equals 
DB. 


G32     Jiily,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


At  standstill,  with  zero  secondan-  resist- 
ance A  D,  the  resultant  secondar^^  flux  must, 
of  course,  be  zero,  as  its  generated  voltage 
is  zero,  which  means  that  D  coincides  with 
.4  and  CD  =  CA,  so  that  we  have  the  ideal 
short-circuit  or  standstill  current,  with  zero 
secondary  resistance,  equal  to  C  A. 


Fig.  2.     Simplified  Diagram 

As  Ci  li  is  defined  as  prirnar\-  leakage  flux, 
the  primary  reactance  drop  with  current  im 
is  Ci  ei,  since  im  produces  a  total  flux  whose 
e.m.f.  is  equal  to  e\.  The  primary  reactance 
drop  is  further  equal  to  },„  A'l,  if  A'l  be  the 
primary  reactance,  thus: 

Ci  ei  =  im  A'l 
Ci  =  — _—  and  similarly 


G  = 


im  A'l 


Thus,  to  draw  the  diagram  of  the  motor, 
we  need  to  know  the  primarA-  and  secondary 
reactances  A'l  and  A'->  and  the  nominal  magnet- 
izing current  im-  We  need  then  only  so  much 
of  Fig.  1  as  is  shown  in  Fig.  2. 

Having  chosen  a  scale,  lay  off: 
C  B  equal  to  !o 

/-I  1   i  tm  (1  +(-2)  J 

C  .4  equal  to  ~   .  ^   1^  ,  n\  ^"^^ 
Ci-t-C2  m-Cij 

draw  a  circle  with  B  A  as  diameter.  C  M  is  the 
in  phase  or  watt  component  of  input  current 
for  any  considered  lead.  M  D  parallel  to  C  A 
then  locates  /)  and  the  remainder  of  the 
diagram.  The  primary  current  is  then  i\  = 
CD  and  the  secondary  current  /';  is  then 
(1  -j-Ci)  D  B,  or  if  we  use  as  the  unit  for  «« the 
unit  denoting  the  other  currents  divided  by 
1  +Ci,  we  can  let  D  B=ii. 


To  find  the  secondary'  voltage  ?".  =  .4  F,  we 
can  first  determine  its  value  reduced  to  full 
freqiiency.  The  voltage  generated  by  flux 
.4  E  of  Fig.  1  is  ei,  and  that  generated  by  .4  B 


is,  therefore. 


ei 


So  in  Fig.  2,  knowing  ei. 


l+Ci" 
we  can  say  that  .4  B  units  of  length  correspond 

to  volts,  and  can  regard  .4  B,  etc.,  as 

1+C  1 

measures  of  voltage.     So  .4  D  is  -j-b  times 


volts  at  standstill  frequency.     If  the 


l+Ci 

secondary   resistance    is   known,    the   actual 

value  of  secondarv  induced  voltage  e^  is,  of 


course,  ii  r^,  so  that  per  cent  slip  is  s  = 


AD- 


"  SvTichronous  watts  "  torque  is  B  D  times 
.4  D,  output  is  (1  -5)BI>X-4£>,efficiency  (1  -s) 

^^  ,   AD  ,,^  ,    ,      MC 

B  D  -I AI C,  power  factor  7^-p:. 

ei  L  JJ 

If  the  ratio  of  secondary-  turns  to  primary 
turns  is  other  than  1  to  1,  the  diagram  is. 
of  course,  of  necessity  drawn  for  all  factors 
reduced  to  either  primar\-  or  secondary  terms, 
secondary  terms  being  usually  used  for  work 
of  the  present  sort.  Thus,  the  primar>-  voltage 
to  be  expressed  in  terms  of  secondary-  must,  of 
course,  be  multiplied  by  ratio  of  secondary-  to 


Fig.  3.     Induction  Motor  Diagram 
With  regulating  voltage  er  introduced  into  secondary'  in  phase 
opposition  with  total  induced  c.m.f. 

primary  effective  terms,  primar\-  reactance  by 
the  square  of  this  ratio,  etc. 

In  the  demonstration  of  Figs.  1  and  2,  it  was 
pointed  out  that  jjoint  D  traces  the  arc  of  a 
circle  whose  diameter  is  /?  .4,  because  .4  /)  B  is 
a  right  angle,  due  to  the  phase  opposition 
of  e«  and  /'•  ^2  wlien  the  only  e.m.f.  in  the 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


033 


secondary  circuit,  other  than  that  induced  by 
the  total  secondary'  flux,  is  resistance  drop.  If 
as  in  Fig.  3,  another  e.m.f.  than  the  resistance 
drop  as  Cr  be  introudced,  then  D  will  still 
trace  the  circle  with  the  diameter  A  B  when 
and  only  when  the  introduced  e.m.f.  is  in 
phase  with  or  in  phase  opposition  to  e^.  In 
this  case,  for  given  values  of  ii,  i->,  etc.,  e^  must 
be  equal  and  opposite  to  the  algebraic  sum  of 
12  rn  and  the  introduced  voltage;  hence,  since 
the  inducing  flux  of  e^  is  determined  by  the 
currents, — its  inducing  frequency  and  the 
slip  and  speed  must  follow  variations  in  the 
algebraic  sum  of  12  fs  and  the  introduced  volt- 
age. It  is,  therefore,  evident  that  varying  the 
introduced  voltage,  while  maintaining  it  in 
phase  with  t2  gives  a  means  of  varying  the 
speed  of  the  motor  without  effecting  its  power 
factor  torque,  etc. 

If  now,  as  in  Fig.  4,  the  introduced  e.m.f.,  er 
be  of  difl^erent  phase  from  that  of  £"•>,  point  D 
departs  from  the  circumference  of  the  circle 
whose  diameter  is  i?  .4,  as  shown  at  D'  because 
12  is  no  longer  in  phase  opposition  to  €«,  hence, 
.4  D'  B  is  no  longer  a  right  angle.  It  is  seen 
that  in  addition  to  regulating  the  speed,  the 
power  factor  of  the  motor  may  also  be  regu- 
lated by  proper  selection  of  phase  as  well  as 
magnitude  of  the  introduced  e.m.f. 

It  is  clear,  of  course,  that  the  frequency  of 
the  introduced  or  regulating  e.m.f.  must  at 


Fig.  4.      Induction    Motor  Diagram 
With  regulating  voltage  er  introduced  into  secondary  out  of 
phase  with  total  induced  e.m.f. 

all    times  be  exactly  that  of  (?2,  in  order  to 
maintain  the  phase  relation  shown. 

Thus,  if  we  can  introduce  at  exact  second- 
ary frequency  a  regulating  voltage  of  con- 
trollable phase  with  respect  to  €2  and  con- 
trollable magnitude,  we  shall  be  able  to 
regulate  either  speed,  power  factor  or  both. 


Single-range   (Below  Synchronism  Only)  Speed  and 
Power-factor  Control  by  Means  of  a  Constant- 
speed,  Series  Commutator  Motor 
In  Fig.  5,  we  show  schematically  at  D,  a 
three-phase    series    neutralized    commutator 
machine  whose   terminals   are   connected   to 
the  secondary  slip  rings  of  main  motor  .4. 


Mechanical 
Load 


Fig.  5.     Neutralized  Series-excited  Three-phase  A-c.  Commuta- 
tor  Machine   and   Connections   for    Automatic   Single- 
range   Regulation  of  Induction   Motor  Equipped 
with  Flywheel  to  Reduce  Peaks  on  Line 

The  speed  of  D  is  held  practically  constant 
by  generator  E. 

Neutralizing  winding  Ci,  Co,  C3  balances  the 
armature  reaction  (magnetomotive  forces) 
of  armature  Aw,  and  so  of  necessity  neutralizes 
the  e.m.fs.  set  up  in  Aw  by  the  transformer 
action  of  the  fluxes  induced  by  series  exciting 
windings  SFi,  SF2,  SF3.  (Ci,  C2,  C3  being  in 
series  with  Aw  carry  the  same  currents  as 
Aw,  hence,  for  a  balanced  condition  of 
magnetomotive  forces  must  have  an  equiv- 
alent and  opposite  niunber  of  turns,  so  the 
e.m.fs.  also  cancel.)  Thus  the  e.m.fs.  ap- 
pearing at  the  terminals  of  D  are  the  leakage 
reactance  drop,  resistance  drop  and  the  rota- 
tion e.m.f.  induced  by  the  rotation  of  the 
armature  Aw.  The  rotation  e.m.f.  is,  of 
course,  proportional  to  the  flux  and  the  speed 
of  rotation,  the  flux,  neglecting  saturation 
being  proportional  to  the  main  currents  which 
flow  through  series  exciting  windings  SFi, 
SF2,  SF3.  This  arrangement  can  then  be 
seen  to  be  such  that  the  speed  of  A  will  be 
reduced  with  the  increase  of  load,  provided 
the  rotation  voltage,  as  Cr  in  Figs.  3  and  4,  be 


634     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  7 


given  a  suitable  component  in  phase  with  the 
resistance  drop,  thereby  having  the  same 
effect  on  the  main  motor  speed,  as  increasing 
the  resistance. 

Up  to  the  point  of  the  magnetic  satura- 
tion, two  laws  may  be  seen  to  inhere  in  the 
machine  D. 


Fig.  6.    Circle  Diagram  of  Induction  Motor  with  Constant- 
speed  Series  A-C.  Commutator  Regulating  Machine 


deg.  —  angle  G  F  .4 ,  we  see  that  j3  =  angle  B  D  A 
is  also  constant. 

Thus,  as  A,  B,  and  C  are  fixed  points,  point 
D  traces  a  circle  whose  center  must  be  at  the 
intersection  of  the  perpendicular  bisectors 
of  .4  B  and  B  D. 

We  have  remarked  that  Figs.  1,  2,  3,  4  and  6 
are  rigorous  when  and  only  when  the  iron  of 
the  machine  is  unsaturated,  that  is,  when 
the  flux  may  be  regarded  as  proportional  to 
the  ampere  turns.  This  condition  is  closely 
enough  approximated  in  the  main  induction 
motor  so  that  saturation  may  be  neglected 
without  much  loss  of  accuracy.  For  the 
series  machine  of  Fig.  6,  however,  to  be  of 
economical  proportions,  considerable  satura- 
tion will  be  attained  within  the  working  range ; 
hence,  it  becomes  desirable  to  investigate  its 
effects.  In  Fig.  7,  A,  B,  C  has  been  deter- 
mined as  was  done  for  Fig.  6,  and  B  D  A  is 
the  corresponding  circle  determined  bv  angle 

\  C 
B  D  A,  which  is  determined  bv  ratio  W^  and 

F  G 

design  angle  a,  saturation  neglected. 

Now  with  current  B  D.  we  can  calculate  a 
new  value  for  X2+c+cs  which  will  hold  only  for 
this  one  current,  since  in  expression 

la'-a.  to  excite  regulating  motor 


1.  The  flux,  hence  the  rotation  voltage  at 
constant  speed,  is  proportional  to  the  ciurent. 

2.  The  phase  angle  between  the  current 
and  the  rotation  voltage  (hence,  the  angle 
between  resistance  drop  and  rotation  voltage) 
is  constant  (it  can  only  be  changed  by  chang- 
ing the  construction  of  the  machine). 

These  are  the  basis  of  the  circle  diagram 
of  Fig.  6. 

Points  A,  B,  and  C  are  determined  exactly 
as  in  Fig.  1,  except  that  for  A'2  we  now  sub- 
stitute X2+C+CS  where  X2+c+cs  =  X«+Xc+Xc^ 
and  Xc  =  leakage  reactance  of  regulating  motor 
at  priman.'  frequency 
,.    _kv-a.  required  to  excite  regulating  motor 

The  k\--a.  is  at  primary'  frequency  and 
unsaturated  iron  of  regulating  motor  is 
assumed.  Obviously  the  performance  of  an 
induction  motor  is  not  changed  for  our  pur- 
poses, having  a  part  or  all  of  the  rotor  leakage 
reactance  external  to  the  machine.  Angle  a 
=  FGA,  between  resistance  drop  FG  and 
rotation  e.m.f.  G  A  is  constant  by  law  No.  2, 
and  G  A  is  by  law  No.  1  proportional  to  B  D 
and  hence  to  F  G.  For  these  reasons  angle 
G  F  A  is  constant  and  since  angle  B  D  A  = !)() 


Fig.  7.     Diagram  of  Induction  Motor  and  Constant-speed  Series 
A-C.  Commutator  Regulating  Machine 

Taking  account  of  saturation  of  irun  cf  reflating  mAchine 

we  can  determine  kv-a.  (at  full  frequency,  of 
course)  from  the  known  or  assumed  magnet- 
izing cur\-e  of  the  regulating  machine.  With 
this  new  (and  decreased)  value  of  A'2-Hf-(-f, 
we  calculate  .4'  C  instead  of  .4  C.  If  the  new 
value  of  X2+c+t,  were  constant,  our  new  circle 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


635 


would  be  B  D'  A',  but  as  it  varies,  D'  may  be 
the  only  load  point  upon  it.  Triangle  A',  F', 
G'  is,  of  course,  equal  to  triangle  A  F  G,  and 
angle  B  D'  A'  is  equal  to  angle  B  D  A. 

A  second  effect  of  the  saturation  is  that  the 
ratio  of  rotation  e.m.f.  to  field  current  (field 
current  being  the  same  as  the  main  current 
for  a  series  machine)  is  reduced,  so  consider- 
ing this,  A'  G"  F"  is  the  e.m.f.  triangle  with 
angle  A'  G"  F"  still  equal  to  angle  A  G'  F' 
and  A  G  F. 

Since  .4'  G"  is  less  than  A'  G'  and  G"  F"  = 

G'  F'   with    constant    a   we    see   that   angle 

G"  F"  A'  is  less  than  angle  G'  F'  A',  hence, 

angle  B  D"  A'  greater  than  angle  B  D'  A'  and 

A  G" 
the  circle,  if  X2+c+cs  and  ^„  ^„  were  constant, 

would  be  B  D"  A'. 

We  thus  see  that  the  two  effects  of  satura- 
tion of  the  regulating  machine  partially  offset 
one  another,  as  the  reduction  of  X2+c-^c^ 
makes  the  imaginary  circle  larger  and  the 
power  factor  more  leading,  while  the  reduction 

A'  G'       A'  G" 
of  ratio  7=7-79  to  7=^™,  makes  the  imaginary 
G    t  G    r 

circle   smaller   and   the   power  factor  more 

lagging. 

The  point  D"  cannot  be  located  by  rule 
and  compass  unless  we  calculate  triangles 
A'  D"  B  and  A'  F"  G"  which  can  be  done  as 
follows : 

A'  G",  G"  F"  and  angle  A'  G"  F"  are  known. 

A'  F"  =  'SJA^l7'-  +  (7F"''-2XA'  G"XG"  F" 

XcosA'C'F" 

,  _  A'G"XsinA'G"F" 

bin  A  t    G A'  D" 

Angle  F"  A'  G" 

=  180  deg.— (angle  A'  F"  G"+A'  G"  F") 
determining  triangle  A'  F"  G". 

In  triangle  5  D". 4',  B  A'  and  BD"  are  known 
and  angle  B  D"  A'  =  90  deg.— angle  A'  F"  G" . 

BD"XsmBD"A' 


SinBA'D"  =  - 


B  A' 


Angle  D"  BA' 

=  180  deg.— (angle  B  A'  i?"-f  angle  B  D"  A') 
^,^„_BD"XsinD"BA'       A'  B sin  D"  B  A' 
sinBA'D"       °'"      sinBD"A' 

Knowing,  thus,  A  D"  and  B  D",  we  can 
find  point  D"  with  compass. 

We  can  now  construct  the  curve  traced 
by  D"  by  assuming  values  of  current  B  D", 
calculating  for  each  value  A'  B,  A'  G"  and 
A'  D"  as  described. 


For    the    designs    ordinarily    encountered, 

this  yields  a  curve  so  closely  approximating 

for  the  working  load  the  original  circle  B  D  A 

in  which  saturation  is  neglected,  that  it  is  not 

necessary    to    go    beyond    the    construction 

oi  B  D  A  to  get  a  good  idea  of  the  charac- 

.     A'  F" 
teristics  except  slip  which  is    .,  ^„.     If  the 

scale  used  for  A'  F"  is  not  that  of  A'  D", 

A'  F" 
then,  of  course,  slip  is   . ,  „„  multiplied  by  the 

proper  ratio  of  scales. 

The  combination  in  Fig.  5  is  suitable  to 
service  in  which  there  are  rapid  and  wide 
fluctuations  in  load  which  it  is  desired  to 
absorb  as  much  as  possible  by  the  flywheel 
B.  This  arrangement  is  superior  to  the  use 
of  a  resistance  across  the  slip  rings  because 
instead  of  being  wasted  as  in  the  resistance, 
the  slip  energy  can  all  be  returned  to  the 
power  system  except  for  the  machine  losses 
of  D  and  E.  When  applied  to  a  motor  with 
secondary  resistance  the  flywheel  reduces  the 
peak  loads  by  delivering  torque  as  it  is  re- 
tarded. The  return  of  most  of  the  slip  energy 
to  the  line  by  the  regulating  set  decreases  the 
peak  loads  still  more.  A  further  advantage 
for  the  regulating  set  is  the  means  which  it 
affords  of  materially  improving  the  power 
factor  of  the  main  motor. 

Single-range  (Below  Synchronism  Only),  Speed  and 
Power  Factor  Control  by  Means  of  a  Constant- 
speed,  Shunt  Commutator  Motor 

The  series  regulating  set  is,  of  course,  the 
simplest  form,  but  it  is  not  adjustable  without 
tapping  the  field  winding  or  external  apparatus 
and  as  it  imparts  to  the  main  motor  the 
characteristic  of  a  material  reduction  of 
speed  with  the  assumption  of  load,  it  is  not 
suited  to  the  majority  of  industrial  uses  in 
which  variable  speed  from  large  induction 
motors  is  required.  In  the  greater  number 
of  cases,  it  is  desired  to  adjust  the  speed  to  a 
value  suited  to  the  momentary  requirement 
of  the  process,  and  have  the  speed  remain 
at  approximately  the  adjusted  value  irrespec- 
tive of  load  variation. 

The  total  induced  secondary  e.m.f.  of  an 
induction  motor  including  the  secondary 
reactance  drop  is  proportional  to  the  "rotor 
field"  (see  A  D  oi  Fig.  1)  and  the  slip.  So, 
as  is  well  appreciated,  within  the  working 
range  the  slip  is  about  proportional  to  the, 
torque  as  the  torque  is  about  proportional 
to  the  rotor  current,  the  current  being  pro- 
portional to  the  total  induced  rotor  voltage. 
If  at  a  given  load  we  obtain  speed  reduction 


636     July,  19'2() 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo. 


by  an  increase  in  resistance  or  by  the  use 
of  a  "series"  regulating  set,  in  which  cases 
an  increase  in  secondary  induced  e.m.f., 
hence,  slip  is  required  to  overcome  the  addi- 
tional resistance  drop,  or  the  rotational  e.m.f. 
of  regulating  set,  plus  resistance  drop,  then, 


Power  Suppl 


Fig.  8.    Neutralized  Three-phase  Shunt  Constant-speed  A-C. 
Commutator  Machine  and  Connections  for  Adjust- 
able Speed  Control  of  Induction  Motor 
Below  Synchronism 


returning  the  energy  deriv-ed  from  D  to  the 
line.  B  is  an  auto  transform.er  excited 
from  the  slip  ring  circuit  and  provided  with 
suitable  taps  to  apply  pre-determined  per- 
centages of  the  slip  ring  e.m_.f.  to  the  shunt 
exciting  windings  Fi,  f  2,  F3.  Assume  that  the 
resistance  drop  in  the  F\,  F2.  F3  circuit  is 
negligible  and  that  "B"  applies  to  Fi,  F«,  F3 
the  selected  percentage  of  the  total  secondary 
induced  e.m_.f .  This  with  the  further  assump- 
tion that  the  reactance  drop  of  the  regulating 
motor  is  included  in  the  slip  ring  e.m  .f .  (which 
is  supplied  to  B)  and  that  the  resistance 
drop  of  the  main  motor  rotor  is  not  included 
in  the  slip  ring  e.m.f.,  will  give  what  may  be 
termed  for  our  purposes,  "pure  shunt  excita- 
tion." The  effects  of  these  assiunptions  will 
be  pointed  out  later.  The  counter  e.m.f.  of 
Fi  Fv,  Fi  thus  consists  of  the  e.m.f.  set  up 
by  the  flux  excited  by  it,  and  is,  therefore, 
proportional  to  the  flux  and  the  frequency 
(frequency  itself  being  proportional  to  slip  5). 
i.  e.,  ef  =  kX<t>Xs 

The  e.m.f.  applied  to  the  field  is  proportional 
to  the  total  induced  e.m.f.,  as  remarked 
above,  and  the  total  induced  e.m.f.  is  equal 
to  its  own  standstill  value  for  the  main  motor 
current  (hence  torque)  in  question  times  the 
slip,  so  we  see  that,  total  induced  e.m.f.  at 
standstill  X5  =  ifeX«Xs. 

<i>  is  thus  independent  of  frequency  and 
proi)ortional  only  to  total  standstill  induced 


as  soon  as  the  load  disappears,  the  main  motor 
speeds  up  to  synchronism,  since  the  secondary 
resistance  drop  and  the  rotational  e.m.f.  of 
the  regulating  motor  vanish  with  the  cur- 
rent. If  the  rotational  e.m.f.  of  the  regulating 
motor  could  be  made  independent  of  the  load 
and  of  the  slip,  then  with  the  departure  of  load 
it  would  remain  constant,  so  that  the  speed 
would  only  rise  enough  to  make  the  total 
induced  secondary  e.m.f.  equal  to  the  rota- 
tional voltage  of  the  regulating  motor,  lea\-ing 
no  resultant  to  circulate  load  current.  With 
load  fluctuations,  the  speed  would  then 
fluctuate  by  only  such  small  amounts  as  to 
cause  at  all  times  th  ^  small  difference  between 
total  induced  secondary  e.m.f.  and  the 
rotational  e.m.f.  of  the  regulating  motor  to 
overcome  the  small  resistance  drop  of  the 
windings;  usually  only  a  few  per  cent  of 
synchronous  speed. 

In  Fig.  S  is  shown  an  arrangement  to 
approximate  these  conditions.  .4  is  the 
main  motor,  D  a  neutralized  three-phase 
shunt  commutator  motor,  whose  speed  is 
held    practically   constant   by   generator   E. 


Fig.  9.     Circle  Diagram  of  Induction  Motor  and  Pure  Shunt 
Excited  Constant-speed  A-C.  Commutator  Machine 


e.m.f.  Referring  to  Fig.  9.  A.  B.  ('is  con- 
structed exactly  as  Fig.  1,  including  the 
leakage  reactance  of  the  regulating  motor  with 
that  of  the  secondary  of  the  main  motor,  so 
that  instead  of  A'j,  we  shall  have  A's+£=A*»+ 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


637 


A'r  and  instead  of  Ci,  we  shall  have  C2+f. 
The  circle  B,  D,  A  would  thus  apply  with 
regulating  set  D  and  E  of  Fig.  S,  stationary. 
With  the  regulating  set  running,  we  get 
secondary  current  B  D',  total  induced  e.m.f. 
,4  F  of  main  motor  secondary  proportional 
to  slip  and  the  .4  D'  and  rotation  e.m.f.  of 
regidating  motor  .4  G  proportional  to  ,4  D' 
and  at  a  constant  angle  y  from  .4  F,  angle  y 
being  determined  by  the  connections  of  the 
transformer  B  and  exciting  winding  Fi,  F^,  F3 
of  Fig.  8. 

Resolve  resistance  drop  F  G  into  the 
component  F  H  in  phase  opposition  to  ^4  F 
and  H  Gin  quadrature  to  .4  F,  the  correspond- 
ing components  of  secondary  current  B  D' 
being  B  D  andD  D'. 

D  D'  is  proportional  to  H  G,  H  G  =  A  G  si  a 
7,  so  //  C  is  proportional  to  A  G  (7  constant) 
which  is  proportional  to  A  D',  hence,  to  D  D' 
is  proportional  to  .4  D'. 

A  D  =  A  D'-D  D',  hence,  .4  D  is  pro- 
portional to  .4  D' . 

B  D  and  B'  D'  are  both  perpendicular  to 

A  D',  hence,  ^^—^7  =^-rTT  =  constant,  and  B' 
A  B       A  JJ 

is  fixed  point.     So  curve  traced  by  D'  is  a 

circle. 

.4  F 
Slip  "5"  is  equal  to  7-^7 ■ 
A  U 

At  running  light  (zero  torque)  B  D  and 
H  F  become  zero.  (For  proof  of  this  see 
Fig.  1.  The  torque  of  the  motor  is  pro- 
portional to  the  mutual  flux  ,4  G  and  the 
component  of  secondary  current  in  quad- 
rature with  it.  This  is  the  same  thing  as  the 
total  secondary  current  and  the  component 
of  the  mutual  flux  in  quadrature  to  the 
current,  which  component  is  equal  to  A  D, 
the  "rotor  field."  The  torque  is,  therefore, 
zero  when  B  D  is  zero,  and  in  Fig.  9.  B  D  is 
the  torque  producing  component  of  B  D' .) 

A  H 
Thus,  running  light  slip  5o  =   x^-pn-,  and  the 

additional  slip  sx,  due   to   the  load  is   thus, 

HF 

A  D" 

It  is  thus  seen  that  at  running  light  the 

main  motor  runs  at  slip  Sa,  determined  by  the 

.4  G 
angk  7,  and  the  ratio  ^ — pr-,,  which  conditions 

are  adjusted  by  the  connections  at  B,  Fig.  8. 
The  load  slip  Si,  is  the  same  for  all  values  of 

Tj    r^ 

So.  provided  angle  7  be  so  chosen  that  ^ — fz, 

A    D 

remains  constant,  and  is  the  same  as  would 

obtain  for  a  normal  motor  whose  circle  is 


B'  D'  A  and  whose  short-circuited  secondary 
has  the  resistance  corresponding  to  the 
current  B'  D'  and  the  drop  H  F.  Thus  it  is 
evident  that  the  main  motor,  regulated  as  in 
Figs.  S  and  9  would  retain  practically  the 
same   load   slio-torque,    power  factor-torque 


Power  Sup|)l.v 


Fig.  10.      Neutralized  Compound-excited  Constant-speed  Three- 
phase  A-C.  Commutator  Machine  and  Connection  for  Adjust- 
able-speed Single-range  Speed  Control  of  Induction 
Motor  Giving  Automatic  Drop  in  Speed  With 
Increase  of  Load 

and  input-torque  characteristics  as  with  short- 
circuited  slip  rings,  but  would  have  no-load 

1   r 

speeds  equal  to  the  synchronous  speed  X — z—^. 

It  will  be  noted  from  Fig.  9  that  the  primary 
power  factor  can  readily  be  improved  and  that 
at  the  same  time  the  pull-out  torque  of  the 
main  motor  can  be  increased. 

Single-range  (Eelow  Synchronism  Only)  Speed  and 
Power  Factor  Control  by  Means  of  a  Constant 
Speed,  Compound  Excited  Commutator  Motor 

Occasionally,  in  processes  where  the  peak 
loads  are  high  and  of  brief  duration  and  of 
sufficient  magnitude  in  proportion  to  the 
capacity  of  the  supply  system  to  be  objection- 
able, it  becomes  desirable  to  have  a  larger 
drop  in  speed  due  to  load  than  would  be 
obtained  with  a  shunt  commutator  motor, 
so  that  a  fly-wheel  can  be  effectively  added 
to  smooth  out  the  peak  loads,  and  at  the  same 
time  retain  the  adjustability  of  the  speed. 
Fig.  10  illustrates  a  method  of  compounding 
the  regulating  motor. 


638     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  7 


In  the  shunt  excitation,  neglect  the  same 
factors  as  in  the  case  of  the  shunt  regulating 
motor,  (the  secondary-  resistance  drop  of  the 
main  motor  and  the  absence  of  the  reactance 
drop  of  the  regulating  motor).  In  order 
to    get    the    compounding    action    it    would 


c, 

B'\ 

v 

[b                              \\ 

\ 

\/ 

h 

'^Sx^^J 

\i 

7^ 

"^ 

^\^        ^-^z 

\ 

'^^-^ -""^ 

Fig.  11.     Circle  Diagram  of  Induction  Motor  with  Com- 
pound-excited Constant-speed  AC.  Commutator 
Regulating  Machine 

not  do  merely  to  put  in  some  series  turns  as 
in  a  d-c.  machine,  since  there  is  applied  to  the 
shunt  field  a  fixed  percentage  of  the  total 
induced  secondar\'  e.m.f.,  which  means  a  flux 
proportional  to  the  rotor  field  of  the  main 
motor  as  already  pointed  out.  Thus,  the 
ampere  turns  of  the  series  winding  would 
merely  be  balanced  by  a  change  in  the 
shunt  current,  F,,  Fj,  F,  ser\-ing  as  the 
priman,'  of  a  transformer.  It,  therefore, 
becomes  necessary-  to  change  the  field  volt- 
age in  response  to  load,  in  order  to  change 
the  flux  and  hence  the  rotation  e.m.f.  This  is 
done  by  the  series  transformer  H,  which  has 
an  air  gap  in  the  magnetic  circuit,  so  that  its 
flux  is  proportional  to  the  resultant  of  the 
primarj^  and  secondar\^  ampere  turns.  Of 
course,  a  proportionate  effect  upon  the  flux 
of  the  regulating  motor,  will  accompany  any 
changes  in  the  flux  in  the  series  transformer 
(slip  transformer)  since  the  alteration  in 
flux  produces  a  proportionate  alteration   in 

•Point  H  is  on  .4  F  because  at  zero  load  B  B  becomes  B  B'. 
tbe  total  secondary  current  and  H  C  and  C  /  the  only  e.m.fs. 
to  close  the  gap  between  /  .1  and  .-t  F.  As  B  E  is  proportional 
to  ^  D"  and  hence  A  I  and  at  constant  angle  thereto,  H  must 
remain  on  A  F. 


Time 


yoltage  applied  to  regulating  motor  field,  and 
this  in  turn  a  proportionate  change  in  flux 
thereof.  This  then  means  that  the  rotation 
e.m.f.  will  contain  a  component  proportional 
to  the  resultant  ampere  turns  of  the  series 
transformer,  which  component,  of  course,  may 
itself  be  resolyed  into  components  corre- 
sponding to  the  components  of  the  resultant 
ampere  turns  of  the  series  transformer. 

The  performance  of  the  motor,  controlled 
as  shown  in  Fig.  10,  is  illustrated  in  Fig.  11,  in 
which  .-1 ,  B  and  C  are  again  found  as  for  Fig.  1 , 
including  the  reactance  of  ma- 
chine  D  with  that  of  the  sec- 
ondary- of  .4.     B  is  the  no-load 
point,   such   that   B  B'   is   the 
no-load  secondarx-  current,  and 
D'  is  the  load  point  under  con- 
sideration.    Resolye   secondar\' 
current   B   D'   into  component 
B  E  parallel  to  A  D'  and  E  D' 
part  of  B'  D'.     Component  B  E 
produces  no  torque.     /  .4  is  the 
rotational   e.m.f.    of  regulating 
motor  at   constant   angle  from 
total  induced  secondary-  e.m.f. 
.4  F  of  main  motor  and  bearing 
constant   ratio   to  A  D'   being 
due  to  the  application  of  total 
induced  e.m.f.  .4  F  to  the  shunt 
field     circuit     of    D,     Fig.     10. 
H  G*  is  resistance  drop  oi  B  E 
and  I  G  is  the  rotation  e.m.f.  produced  by  D 
of  Fig.  10  by  the  yoltage  introduced  into  the 
field  circuit  by  the  existence  of  current  B  E 
in  primarA-  of  H.     The  transformer  flux  com- 
l^onent  due  to  the  secondan.-  current  of  H 
(magnetizing  current  of  D)  may  clearly  be 
regarded  merely  as  field  leakage  flux,  and  has 
no  significance  except  for  the  yalue  of  the  still 

/  .4 
constant  ratio   ,  ^,.     The  angle  a  (I  G  H)  is 
A  U 

determined  by  design  and  is,  of  course,  con- 
GI 


stant,  as  is  the  ratio 


HG- 


F  K  is  total  resistance  drop,  and  F  L  and 
L  K  are  components,  due  to  E  D'  and  B  E. 
K  G  =  L  H  is  compounding  effect,  due  to 
E  D\  just  as  C  /  is  due  to  B  E,  so  angle  H  L  F 
=  angle  I  G  H  =  a  and  is  constant.     Further 


H  L 
L  F 


is  constant,  so  angle  L  F  H  =  fi  is  con- 


stant and  as  F  L  is  parallel  to  B'  D'  and  .4  F 
is  perpendicular  to  .4  D',  angle  B'  D'  .4=5 
=  i)0  deg. — ^  =  constant. 
Therefore,  D'  traces  the  arc  of  a  circle. 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


639 


.4  F 
The  slip  5  is  equal  to  xTy  ^'^"^  '^^  running 

light  (zero  torque)  E  D',  F  L,  H  L  and  K  G 

A  I 
become  zero    .   „,  and  angle  y  are  constant. 
A  L> 

Angles  of  triangle  I  H  G  being  constant  and 

G  H  A  being  90  deg.,  we  see  that  I H  A  is  also 

a  constant  angle,  hence  angle  A  I  H  is  con- 

A  H 
stant.    So  -j—fy-  is  constant  and  as  this  is  the 

expression  for  Sq,  the  running  light  slip  where 

H  F  is  zero,  we  see  that  the  slip,  due  to  load 

H  F  . 

5i  =  ,,  consisting  of  L  F,  due  to  the  resist- 

A  D 

ance  and  H  L,  due  to  the  compounding  action 

of  the  slip  transformer.    We  thus  see  that  the 

running  light  slip  So  is  adjustable  by  means 

of  B  in  Fig.  10,  while  the  load  slip  5i  has  been 


Fig.  11a.     Effect  on  Fig.  11  of  Correctly  Locating  Resistance 

of  Main  Motor  Secondary  and  Reactance  of 

Regulating  Machine 

MF       HF 
increased  from  j-jy  to  -j—fc,  by  the  slip  trans- 
former.     Further,    it    is    apparent    that    by 
controlling   the   angle   a   we   can  make   the 
power  factor  get  more  leading  or  more  lagging 


as  load  comes  on,  and  thus,  also,  increase 
or  decrease  pull-out  torque  of  the  motor. 

In  defining  the  conditions  assumed  for 
Fig.  10,  we  mentioned  that  the  leakage 
reactance  drop  of  the  regulating  motor  was 
supposed  to  be  included  in  the  voltage 
applied  to  the  exciting  winding.  The  actual 
effect  of  excluding  it  from  this  circuit  can  now 
be  shown  in  Fig.  11a,  a  modification  of  part 
of  Fig.  11.  The  reactance  in  the  regulating 
motor  is,  of  course,  not  applied  to  its  field, 
and  hence  the  actual  rotation  e.m.f.  for  shunt 
excitation  should  not  include  /'  /,  the  rotation 
e.m.f.,  due  to  the  application  of  reactance  drop 
of  5  £  to  the  shunt  field.  Note  that  I'  A  is 
the  rotational  e.m.f.  of  pure  shunt  excitation, 
and  that  as  triangle  B  E  B'  is  similar  to  tri- 

angle  A  D'  B',  .  ^,  =-^ — ^.  hence  /'  /  is  pro- 
portional to  I  A  and  to  A  D'  so  that  A  H 
is  still  proportional  to  A  D'.  G  G'  and  H  H' 
are  the  rotational  e.m.f.  due  to  application 
of  reactance  drop  of  E  D'  to  shunt  field,  and 
hence  proportional  to  E  D',  so  they  may  be 
excluded  from  A'  G'  and  L  H',  and  for  them 
may  be  used  instead  A'  G  and  L  H.  As 
angle  G'  G  K  and  H'  H  L  are  fixed  and  as 
H  H'  and  G  G'  are  proportional  to  H  L  and 
G  K,  we  see  at  once  that  H  L  is  proportional 
to  L F,  angles  H LF  (  =  angle  H  LH' -\-a)  and 
H  F  L  are  constant,  hence,  8=B'  D'  A  =90 
deg. — /3  is  constant  and  D'  still  traces  a  circle. 

Thus  when  we  consider  the  actual  effect 
of  the  leakage  reactance  of  the  regulating 
motor  we  see  that  it  is  merely  to  alter  the 
amount  of  compounding.  Hence,  to  consider 
this  in  the  case  of  Fig.  9,  would  mean  to 
change  it  to  a  diagram  like  Fig.  11,  with  a 
small  amount  of  compounding,  the  "pure 
shunt  excitation"  being  only  a  hypothetical 
condition. 

The  magnetizing  current  of  the  regulating 
motor  has  so  far  been  neglected.  Neglecting 
regulating  motor  saturation,  this  is  propor- 
tional to  and  in  phase  with  A  D'  of  Fig.  11.  As 
it  flows  through  the  armature  and  compensat- 
ing windings  of  the  regulating  motor  only,  its 
reactance  drop  can  be  added  to  the  com- 
pounding just  as  was  done  in  Fig.  11a  at 
/  /'  and  its  resistance  drop,  proportional 
to  B  E  can  be  added  to  the  resistance  drop 
of  B  E.  Thus,  we  still  would  get  our  circle 
diagram.  However,  it  does  not  usually  pay 
to  consider  so  small  an  element  except  as  an 
interesting  theoretical  consideration. 

The  effect  of  the  inclusion  of  the  main  motor 
resistance  drop  in  the  voltage  applied  to  the 
regulating  motor  field  of  Figs.  8  and  9  may  be 


040     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No. 


treated  similarly,  providing  we  confine  our- 
selves to  operation  so  far  from  synchronism 
and  at  such  a  range  of  loads,  that  Si  is  a  fairly 
small  part  of  So,  in  which  case  the  component 
of  rotation  e.m.f.  caused  by  the  resistance 
drop  is  approximately  proportional  to  the 
current  components. 


[Fig.  12.    Neutralized  Three-phase  Shunt  A-C.  Commutator  Machine  and 

Connections  for  Adjustable-speed  Control  of  Induction  Motor 

for  Operation  Both  Above  and  Below  Synchronism 

Further  the  accuracy  of  the  diagram  devel- 
oped so  far  hinges  on  the  assiunption  that  the 
values  of  5  (distance  from  synchronous  speed) 
are  so  great  as  to  cause  the  variations  in  the 
relative  values  of  the  resistance  and  react- 
ance drops  of  the  shunt  field  circuit  to  be 
relatively  small,  which  will  mean  a  small 
variation  in  H  G  oi  Fig.  !),  since  variations  in 
the  phase  relation  of  field  current  and  "total 
induced  e.m.f."  A  D'  means  variations  in 
angle  y.  As  the  resistance  drop  is  larger 
and  larger  compared  to  the  reactance  drop 
the  smaller  the  slip  and  frequency,  it  there- 
fore appears  that  Figs.  9  and  1 1  are  accurate 
only  at  fairly  large  values  of  slip,  and  small 
ratios  of  resistance  drop  to  reactance  drop  in 
the  field  circuit,  becoming  inaccurate  as 
synchronism  is  approached.  Consideration 
of  these  effects  has  lead  the  writer  to  the  use 
of  a  constant  voltage  frequency  changer 
and  adjustable  resistance  for  overcoming  and 
regulating  the  resistance  drop  of  the  field 
circuit,  and  of  an  auto-transformer  with  taps 


(and  alternative  devices)  for  overcoming 
the  reactance  drop,  leading  in  turn  to  a 
feasible  way  of  regulating  the  main  motor 
through  and  abo\-e  its  s>Tichronous  speed 
as  well  as  below. 

Double-range  (All  Speeds  Above  or  Below  Syn- 
chronism) Speed  and  Power  Factor  Control  by 
Means  of  a  Constant-speed  Shunt  Commutator 
Motor 

Se\-eral  advantages  of  regulating  the  main 
motor  speed  above  as  well  as  below  its 
synchronous  value  appear  at  once.  The 
capacit}-  of  the  regulating  set  for  a  given 
maximum  speed  variation  and  maximum 
speed  is  reduced  50  per  cent,  provided  the 
synchronous  speed  of  the  main  motor  is 
half  way  between  the  extrem.es.  For  if,  Smax, 
Smin  and  Ss,  represent  the  maximum,  mini- 
mum and  synchronous  speeds  of  the  main 
motor  and  H  Pmax  be  the  horse  power  capacity 
at  speed  S„ax,  we  ha\-e  for  single  range, — 
Si  =  Smax  and  capacity  of  set  is : — 

H  P,„  =  H  P„a,  X  ^"""^  ~  ^"^ 

^max 

Now  for  double  range,  as  above,  we  have:— 


H  Ps,t  =  H  PsX 


H      Ps      y5wBI- 


But  as 


H  Ps 


H  P„ 


Sn 


H   Ps.,    =     1 


■max 
O  U  p 


Ss 

we  have, 


showing  that  the  capacity  of  the  double-range 
set  is  one  half  that  of  the  single  range.  Thus, 
not  only  will  the  first  cost  be  materially  less, 
but  the  machine  losses  will  also  be  greatly 
decreased. 

A  second  important  advantage  is  that  the 
synchronous  speed  of  the  main  motor  is  in  the 
middle  of  the  speed  range,  so  that  often  times 
many  processes  may  be  carried  out  running 
as  plain  induction  motor  with  the  set  shut 
down,  with  consequent  saving  of  wear  and 
tear  on  it. 

The  apparatus,  shown  in  Fig.  1 2.  is  the  same 
as  Fig.  S,  except  that  instead  of  going  to  a 
star  point  the  ends  of  shunt  field  coils  Fi.  F., 
Fz  are  carried  through  the  adjustable  resist- 
ance M.  to  the  frequency  changer  H  mounted 
upon  the  shaft  and  wound  for  the  same  num- 
ber of  poles  as  main  motor  .4.  This  machine 
has  a  single  primar\-  winding  connected  to  a 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


641 


commutator  exactly  as  in  the  armature  of  a 
d-c.  machine,  and  has  collector  rinj^s  tapped 
in  at  points  120  electrical  degrees  ai)art  (for 
three-phase  power) .  The  secondary  is  a  smooth 
laminated  ring  without  windings  which  may 
or  mav  not  rotate  with  the  primary.  Ob^•iously 
a  "revolving  field"  is  set  up  in  this  machine, 
which  at  standstill,  rotates  at  synchronous 
speed  of  .4  and  H.  With  120  electrical  degrees 
brush  spacing  on  the  commutator,  we  get 
three-phase  full  frequency  voltage  of  the 
same  value  as  we  apply  to  the  collectors 
neglecting  machine  drop,  and  the  phase 
relating  between  the  commutator  and  col- 
lector currents  depends  upon  the  position 
of  the  brushes  on  the  commutator.  Assume 
A  to  rotate  synchronously  in  opposite  direc- 
tion to  the  rotation  of  flux  of  H.  which  carries 
said  flux  backward  mechanically  at  the  same 
rate  that  it  is  turning  electrically,  leaving  it 
stationary  in  space,  and  permitting  H  to  pro- 
duce direct  current  at  commutator  like  a 
synchronous  con\'erter. 

Thus,  it  is  seen  that  H  is  automatically 
a  source  of  constant  voltage  at  exact  slip 
ring  frequency. 

If  we  regulate  A  at  no-load  (for  simplicity) 
we  see  that  the  rotation  e.m.f.  of  D,  hence 
both  its  flux  and  field  current  are  proportional 


Fig.    13.      Circle  Diagram  of  Induction   Motor  Running   Below 
Synchronism     with     Regulating     Machine     Receiving 
Constant  Shunt  Excitation  Without  No-load 
Power  Factor  Improvement 

to  slip  5.  Hence  the  reactance  drop  compon- 
ent of  the  impedance  drop  of  the  field  circuit, 
being  proportional  frequency  as  well  as  flux 
is  proportional  to  5^  while  the  resistance  drop 
is  merely  proportional  to  the  field  current  and 
to  5.      By   connecting  to   taps    of   B  whose 


distance  from  the  star  point  is  proportional 
to  5,  we  get  a  voltage  proportional  to  s^, 
since  the  total  e.m.f.  of  B  is  itself  proportional 
to  s.  By  changing  taps  on  resistance  M  so 
that  the  entire  resistance  of  the  circuit  is 
proportional  to   1  /s,  we  just  permit  constant 


Fig.    14.      Circle  Diagram  of  Induction   Motor  Running  Below 

Synchronism     with     Regulating     Machine     Receiving 

Constant  Shunt  Excitation.  Such  as  to  Give 

No-load  Power  Factor  Improvement 

voltage  frequency  changer  H  to  supply  the 
resistance  drop  balancing  e.m.f.  while  auto- 
transformer  B  furnishes  reactance  drop  balanc- 
ing e.m.f.  In  practice,  one  set  of  switches  can 
be  arranged  to  vary  both  M  and  B  simul- 
taneously. 

With  M  operating  at  a  considerable  distance 
from  synchronous  speed,  the  field  resistance 
drop  can  be  exactly  balanced  for  a  given  load 
by  H,  so  that  as  B  supplies  the  reactance 
drop,  the  conditions  previously  assumed  are 
attained.  From  Fig.  9  it  will  be  noted  that 
the  phase  of  A  F  alters  with  load,  while  that  of 
the  voltage  from  H  in  Fig.  12  remains  fixed. 
This  only  introduces  a  comparatively  small 
discrepancy  for  working  loads,  the  main 
effect  being  a  slight  alteration  of  the  load  slip. 

Let  us  now,  on  the  other  hand,  consider  the 
case  of  running  near  synchronism,  where  the 
reactance  drop  of  the  field,  varying  as  5^,  and 
very  nearly  balanced  by  B  has  become 
practically  ineffective.  Fig.  13  is  the  simplest 
circle  diagram  for  these  conditions,  the  con- 
stant excitation  of  D,  Fig.  12,  from  the  fre- 
quency changer  H  being  so  chosen  that,  in 


642     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  7 


Fig.  13,  rotational  e.m.f.  H  A  is  perpendicular 
to  line  ABC  found  as  usual.  A  F  is  the  total 
induced  e.m.f.  of  main  motor  secondary,  F  H 
the  resistance  drop  in  main  secondary  circuit 
for  secondary  current  B  D' . 


So 


H  .4  sin  a     AB  X  sin  a 


Fig.  15.     Circle  Diagram  of  Induction  Motor  Running  Below 

Synchronism    with    Regulating    Machine    Compoxmd- 

excited,  the  Shunt  Excitation  Being  Constant  and 

Having  No-load  Power  Factor  Improvement, 

and  the  Series  Excitation  Yielding  E.M.F. 

90  Deg.  Ahead  of  the  Current 


Resolve  F  H  into  components  F  C  in  phase 
opposition  to  .4  F  and  G  H  perpendicular 
to  .4  F  and  B  D'  into  corresponding  com- 
ponents B  D  and  D  D' ,  (Point  D,  thus  traces 
the  circle  of  the  main  motor  with  regulating 
motor  reactance  included,  but  with  ^4  H  left 
out  of  the  circuit) 

GH  =  H  A  sin  a 


G  H       HA  sin  a 


FH=    . 

sin  6  sm  5 

B  D  =  A  5  sin  a 


B  D'  = 

Further,     B  D' = 


BD      AB 


sm  a 


cos  5 
F  H 


cos  6 


r2+fXsin6 


cos  5 


And 


tan  = 


HA. 


.X- 


1 


A  B'   n+c 
As  H  A,  A  B  and  r^+c  are  constant, 
Angle  5  must  be  constant. 

Angle  B  D'  A  is  90  deg.  +  5,  hence  D'  traces 
a  circle. 

In  Fig.  14,  we  have  given  the  excitation,  and 
hence,  the  rotation  voltage  A  H  s.  shift  /J  from 
its  position  in  Fig.  13,  so  as  to  improve  the 
power  factor. 

Resolve  the  resistance  drop  F  H' ,  of  the 
secondars'  current  B'  D'  {A,  B'  and  C  being 
the  usual  fixed  points)  into  H'  H  perpendic- 
ular to  H  A  perpendicular  to  .4  B.  and  F  H, 
corresponding  current  components  being  B 
B'  and  B  D'.  Since  H'  A  and  angle  /3  are 
constant,  H  and  B  are  fixed  points.  Now 
resoh-e  F  H  into  F  G  along  .4  F  and  G  H  per- 
pendicular to  .4  F,  also  B  D'  into  correspond- 
ing components  B  D  and  D  D' .  D'  may  now 
be  shown  to  trace  arc  of  circle  B  D'  A  as  in 
Fig.  13.  We  note  the  power  factor  and  pull- 
out  torque  are  better  than  for  Fig.  13. 

As  we  are  considering  operation  at  rather 
small  values  of  slip  where  the  shunt  excitation 
is  all  from  H  and  M  of  Fig.  12  and  is  not 
effected  by  B,  we  can  compound  by  the  use 
of  plain  series  windings  as  with  d-c.  machines 
without  interference  by  transformer  action. 
In  Fig.  15,  we  have  shown  the  effect  of  such 
compounding,  brought  about  by  making 
changes  in  the  neutralizing  winding  G,  C.,  Cj. 
It  can  be  demonstrated  that  a  pol\-phase 
armature  turning  above  its  own  s^-nchronous 
speed  in  the  field,  set  up  by  its  own  reaction 
generates  a  rotation  voltage  leading  the 
current  by  90  deg.  Hence,  by  weakening 
C\  Ci  Ci,  we  can  get  this  sort  of  compounding 
in  any  desired  degree. 

.4  B'  C  denote  the  usual  fixed  points  of  the 
main  motor  with  reactance  of  regulating 
motor  included.  H'  A  is  the  fixed  excitation 
from  frequenc>-  changer  and  rheostat  and 
B'  B  is  running  light  secondani-  current,  due 
to  H'  I.  B'  D  being  load  current  considered. 
..4  F  is  the  total  secondar\-  induced  e.m.f. 

The  secondar^'  current  B'  D  consists  of  a 
constant  component  B'  B  and  variable  com- 
ponent B  D.  I  H'  is  the  constant  resistance 
drop  and  H  /.the  constant  leading  rotation 
e.m.f.  due  to  component  B'  B.  making  H 
a  fixed  point.  G  H  is  resistance  drop  and 
F  (r  leading  rotation  e.m.f.  of  variable 
component  B  D.  Now  the  resistance  drop  and 
the   variable   rotation   e.m.f.   are  each    pro- 


POWER-FACTOR  CONTROL  OF  LARGE  INDUCTION  MOTORS 


643 


portional  to  the  current  (the  iron  of  the 
regulating  motor  is  always  at  low  densities 
for  these  near  synchronism  conditions)  hence, 
angle  H  F  G  =£•  is  constant.  Since  H  is  a. 
fixed  point,  angle  H  F  K  =  6  can  be  shown 


Fig.    16.      Diagram    of    Induction    Motor    Running    Loaded    at 
Synchronous  Speed 

The  same  conditions  are  represented  as  infinitesimally  below 
and  as  infinitesimally  above  synchronism. 

to  be  constant  as  in  Fig.  13.  Angle  A"  F  G 
=  0  =  (;+5  =  constant.  Angle  B  D  A  \5  also 
equal  to  d,  since  .4  D  is  perpendicular  to  .4  F 
and  B  D  is  perpendicular  to  F  G.  So  D  traces 
are  of  a  circle,   passing  through  .4   and  B. 

It  will  be  seen  then  that  the  power  factor 
and  pull-out  torque  can  be  improved  as  well 
as  the  speed  regulated  by  this  method,  when 
regulating  near  synchronism,  as  well  as 
remote  therefrom.  When  we  regulate  the 
speed,  we  so  adjust  the  taps  of  B,  Fig.  12,  as  to 
get  the  desired  percentage  of  slip  'voltage 
from  Fi  F2  F3  to  overcome  the  reactance  drop 
and  then  so  adjust  resistance  M  that  the 
field  current  corresponding  to  the  desired 
conditions  will  have  a  resistance  drop  equal 
to  the  voltage  supplied  by  H.  As  the  field 
current  is  about  constant  over  the  working 
range  of  loads  we  can  thus  get  an  even  better 
approxim.ation  to  Figs.  9  and  11  than  without 
H  and  M.  As  we  regulate  the  speed,  we  thus 
transfer  gradually  from  the  condition  of  Figs. 
9  and  11  to  those  of  Figs.  13,  14  and  15. 

We  have  drawn  Fig.  16  to  examine  the 
phenomenon  of  regulating  the  speed  of  the 
main  motor  while  loaded  from  an  infinitesimal 
amount  below  synchronism  to  an  infinitesimal 
amount  above  synchronism.  As  the  slip  is 
negligible,  the  total  induced  e.m.f.  is  also 
negligible  and  the  rotational  e.m.f.  of  the 
regulating  set  A  H  just  supplies  the  resistance 
drop  H  A ,  the  main  motor  being  assumed  to 
be  a  trifle  below  synchronism.  Let  us  now 
assume  it  to  be  an  infinitesimal  amount  above 
synchronism. 

All  vectors  are  referred  to  the  secondary 
whose    phase    rotation    has    been    reversed. 


although  the  physical  conditions  in  the 
motor  remain  unchanged.  If  we  select  the 
phase  of  .4  C  as  the  phase  of  reference  for  both 
phase  rotations,  then  the  components  of  all 
vectors  in  phase  with  it  will  not  be  altered  by 
reversal  of  the  phase  rotation,  but  the  quad- 
rature components  of  all  vectors  will  be 
reversed,  as  a  vector  which  would  not  reach 
its  maxim_um  until  90  deg.  after  A  C  will,  in 
reversed  phase  rotation,  reach  its  90  deg. 
ahead  of  .4  C.  This  law  yields  us  H'  A  D'  B  C 
to  represent  the  same  phenomena  in  terms  of 
reversed  phase  rotation  as  are  shown  by 
H,  A,  D,  B,  C  with  original  phase  rotation  in 
the  secondary. 

In  Fig.  17,  D  is  a  load  point  with  motor 
nearer  synchronism  than  its  natural  slip, 
as  the  rotation  e.m.f.  of  the  regulating  motor 
H  A  has  been  reversed  so  as  to  have  a  large 
component  in  phase  with  the  total  induced 
e.m.f.,  .4  F.  The  bulk  of  the  resistance  drop 
F  H  is,  therefore,  supplied  by  ff  .4,  so  that 
.4  F  and  consequently  the  slip  are  reduced. 
In  these  conditions  the  motor  would  pass 
through  and  above  synchronisin  as  the  load 
dropped  off. 

Let  us  now  increase  H  A  until  the  main 
motor  runs  above  synchronism  (with  reversed 


Fig.    17.     Circle  Diagram  of  Induction   Motor   and   Constant- 
excitation  Regulating  Machine  with  One  Value  of  Exci- 
tation Such  That  Speed  for  the  Load  Point  Shown 
is  Nearer  Synchronism  Than  the  Natural  Slip 
Value  and  Another  Value  of  Excitation 
Such  That  Speed  for  the  Load  Point 
Shown  is  Above  Synchronism 

secondary  phase  rotation).  As  H  A  was  in 
quadrature  to  A  C,  the  line  of  the  phase  of 
reference,  its  new  A^alue  will  be  shown  with 
reversed  direction  at  H'  A.  Load  point  D' 
is  above  line  ^4  C  for  motor  torque  for  the 
same  reason.    The  total  induced  e.in.f.  would 


644     July,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  7 


•  also  be  represented  with  its  quadrature  com- 
ponent above  A  C  instead  of  below,  but  its 
direction  is  actualh^  reversed,  as  shown  at 
^4  F' ,  since  at  any  instant  any  given  con- 
ductor now  cuts  the  flux  in  the  opposite 
direction. 


Fig.   18.      Circle  Diagrams  of  Induction  Motor  Running  Below 
Synchronism  and  Above  Synchronism  with   the  Same 
Characteristics.  Controlled  in  Each  Case  by  a  Com- 
pound  Constant-speed  Regulating  Machine 

Note. — For  the  develi)|)ment  of  the  circle  diayram.  particular 
mention  should  be  made  uf  the  works  of  Behrend.  Blondcl  .ind 
Arnold-LaCour.  Meyer- Dclms  has  also  written  concerning 
what  the  writer  has  termed  Single-Range  Regulation. 


We  note  that  with  no  initial  quadratiu-e  or 
power  factor  component  in  H  A,  and  H'  A, 
the  motor  characteristic  when  running  above 
synchronism  is  better  than  below  in  respect 
to  power  factor  and  maximum  torque,  while 
for  the  generator  characteristic  the  converse 
is  true. 

Dcuble-range  (Either  Above  or  Below  Synchronism) 
Operation  Remote  from  Synchronism 

In  Fig.  IS,  we  represent  operation  both 
above  and  below  synchronism,  with  the 
sam-e  speed — torque  and  speed — power  factor 
conditions.  The  configuration  indicated  by 
the  plain  letters  is  for  using  a  compound  com- 
mutator motor  similar  to  that  of  Fig.  1 1 
except  that  angle  a  has  been  decreased  so 
that  the  compounding  is  m.ostly  in  the  way  of 
power  factor  improvem.ent  and  adds  ver\^ 
little  to  the  slip.  The  primed  letters  indicate 
the  relations  for  operating  above  synchronism 
and  angle  .4  D'  E'  equals  can  be  shown  to  be 
constant  just  as  in  the  case  of  angle  .4  D  B'. 
Keeping  the  phase  of  .4  C  as  the  phase  of 
reference,  we  note  as  before  that  the  repre- 
sentation in  secondan-  terms  with  reversed 
phase  rotation  requires  the  reversal  of  the 
components  in  quadrature  with  .4  C  of  all 
vectors,  and  as  .4  F'  is  further  actually 
reversed  in  passing  above  synchronism,  we 
see  that  its  quadrature  components  are  still 
in  phase  with  that  of  .4  F.  But  as  the  regulat- 
ing rrachine  must  furnish  power  to  the  main 
motor  secondary  in  order  to  satisfy  the  con- 
senation  of  energy,  the  total  current  B  D' 
must  ha\-e  a  component  in  phase  with  the 
rotation  e.m.f.  /'  .4,  which  we  see  is  the  case, 
thus  requiring  that  /'  .4  be  larger  than  .4  F' 
fulfilling  the  condition  that  the  regulating 
macliine  fimction  as  a  generator. 


Fig.  1<).     Speed-regulating  Set  for  a  1600  h. p.  Motor 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTFIC 

REVIEW 


VOL.  XXIII,  No.  8 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady.  N.  Y. 


AUGUST,   1920 


One  35,000-kw.   and   Three   20.000-kw.   Curtis  Turbine   Generator  Units   in  the  River   Station  of  the 

Buffalo  General  Electric  Company.     The  stable  parallel  operation  of  high-power 

stations  is  discussed  by  Dr.  Steinmetz   in  this  issue 


For 
Fractional  H.  P.  Motors 

THERE  is  but  one  true  measure  ot  value 
— the  capacity  tor  service.  It  is  a  recog- 
nition ot  this  tact  by  responsible  manufacturers 
of  high  speed  electrical  machines  which  has 
made  "NORfflfl"  precision  bearings  the  accepted 
standard  in  the  equipment  thev  build — ma- 
chines subject  to  hard,  dav-after-dav  driving 
service  under  severe  conditions  which  exact 
the  utmost  trom  the  bearings.  And  "NORmfl" 
serviceability  is  helping  these  machines  main- 
tain their  nation-wide  reputation  tor  rcliabilitv. 

See  that  your  Motors 
are  "NQRmfl"  Equipped 

Ball,  Rollei-, Thrust  and  CombinafiQn  Bearings 


General  Electric  Review 

A   MONTHLY  MAGAZINE  FOR  ENGINEERS 

..  .,     o    „,^„  „,.  ,^uv-   T,     Tir^i^-T.-T^',-  Associate  Editors.  B.  M.  EOFF  and  E.  C.  SAXDERS 

Manager.   M.   P.   RICE  Editor    JOHN    R.   HEW  ETT  t     *-i.  /  aj       .•  •        n    -kit    t^^m^t? 

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Vol.  XXIII,  No.  S  *,.c.„^.TS?;;,fco«/-a„.v  August,  1920 

CONTENTS  Page 

Frontispiece:     The  White  Mazda  Lamp  in  Display  Illumination 646 

Editorial :     Control  and  vStability  of  Stations  in  Parallel 647 

Commercial  Statistics  and  Their  Value  to  the  Executive 648 

By  G.  P.  Baldwin 

Flywheel  Effect  for  Synchronous  Motors  Connected  to  Reciprocating  Compressors  6.53 

By  R.  E.  DoHERTY 

Melbourne  Suburban  Electrification,  Australia 6(J2 

By  W.  D.  Bearce 

A  New  Short-circuit  Calculating  Table <J69 

By  W.  \V.  Lewis 

The  Production  and  Measurement  of  High  Vacua 

Part  III:     Alethods  for  the  Production  of  Low  Pressures (i72 

By  Dr.  Saul  Dushman 

Five  Thousand  Horse  Power  Electrically  Operated  Pumping  Plant 684 

By  E.  Bachman  and  W.  J.  Delehanty 

Power  Control  and  Stability  of  Electric  Generating  Stations  — Part  I 688 

By  Dr.  C.  P.  Steinmetz 

The  Penetration  of  Iron  by  Hydrogen 702 

By  T.  S.  Fuller 

The  White  Mazda  Lamp 711 

By  Earl  A.  Anderson 

The  Reward  for  Efficiency 715 

By  E.  O.  Edgerton 

In  Memoriam:     George  Allan  Woollev 719 


GENERAL   ELECTRIC 

REVIEW 


CONTROL  AND  STABILITY  OF  STATIONS  IN  PARALLEL 


We  are  today  well  entered  upon  the  ful- 
fillment of  the  prediction  that  our  steadily 
increasing  national  demand  for  power  will  be 
satisfied  by  electric  power  generation,  trans- 
mission, and  distribution.  In  this  develop- 
ment, from  the  small  electric  light  station  of  a 
few  horse  power  capacity — still  within  the 
memory  of  our  generation — to  our  present 
generating  systems  ha\-ing  over  half  a  rr  illion 
horse  power  machine  capacity,  problem  after 
problem  had  to  be  solved;  old  problems, 
which  worried  the  central  station  man  of 
a  generation  ago,  vanished,  but  new  problems 
and  difficulties  arose  in  their  stead,  and  som.e- 
times  these  were  practically  the  antithesis 
of  their  predecessors.  For  instance,  in  the 
early^  days  of  lighting,  foremost  attention 
was  given  to  attaining  good  inherent  regula- 
tion, that  is,  constancy  of  voltage  under  great 
and  sudden  variations  of  load.  This  problem 
vanished  when  our  station  capacities  rose 
into  the  hundred  thousands  of  kilowatts, 
and  in  its  place  arose  the  reverse  problem,  the 
limiting  of  the  amount  of  power  that  can 
accidentally  be  concentrated  at  any  point  in 
the  system,  and  the  reduction  of  its  destruc- 
tiveness.  The  need  for  such  protection  is 
apparent  when  it  is  considered  that  a  system 
having  a  capacity  of  several  htmdred  thou- 
sand kilowatts,  but  no  power-limiting  equip- 
ment, may  concentrate  several  million  kilo- 
volt-amperes  at  a  fault — a  power  as  large  as 
that  of  Niagara.  With  the  growth  of  the 
central  station,  experience  with  the  increasing 
destructiveness  of  short  circuits  forcibly  im- 
pressed upon  the  engineer  the  need  for  the 
solution  of  this  problem. 

It  was  solved  ten  years  ago  by  the  intro- 
duction of  power-limiting  reactors,  in  gen- 
erators, busbars,  tie  lines,  and  feeders. 
Power-limiting  reactors  ha"i.'e  come  into  gen- 
eral use  in  high-power  s"ystem_s,  and  have  made 
it  possible  'i'a  increase  indefinitely  the  size 
of  the  system  without  any  increase  of  danger 
from  power  concentration. 

These  ten  years  experience  with  the  use  of 
power-limiting  reactors  have  proved  their 
value  in  limiting  the  effect  of  short  circuits 
and  other  troubles;  as  a  result  cf  this  experi- 
ence, we  are  able  now  to  determine  the  ]Droper 


and  most  economical  \  alue  of  povver-li^riting 
reactors  for  the  various  ser  >  ice  conditions 
with  far  greater  certainty  than  when  their 
use  was  first  introduced.  At  the  same  time, 
experience  has  shown  a  number  of  efi^ects  of 
the  use  of  power-limiting  reactors,  which 
were  not  contemplated  ten  years  ago,  some 
advantageous,  som.e  disadvantageous,  par- 
ticularly in  their  effect  on  synchronous 
operation.  Since  all  our  modem  high-power 
generating  equipm^ent  is  of  the  synchronous 
type,  as  is  also  much  of  our  power  lead,  it  is 
essential  that  stable  operation  of  these 
machines  be  maintained  under  all  conditions, 
even  such  abnormal  ones  as  short  circuits. 
The  effect  which  power-limiting  reactors  exert 
on  synchronous  operation,  the  limitations 
with  regard  to  power,  spe^d,  stability,  etc., 
thus  are  worthy  of  extensive  study.  The  im- 
portance of  this  was  forcibly  impressed  upon 
engineers  by  troubles  connected  with  syn- 
chronous operation,  experienced  by  high- 
power  systems  and  referred  to  in  Dr.  Stein- 
metz's  article  in  this  issue.  It  can  be  seen 
that  reactors,  in  limiting  the  destructive 
short-circuit  power  which  rray  flow  across 
them  from  station  bus  to  station  bus,  also 
may  limit  the  synchronizing  power  between 
the  stations,  where  this  has  to  pass  over  the 
reactors,  and  thus  under  certain  conditions 
may  reduce  the  stability.  On  the  other  hand, 
power-limiting  reactors,  by  limiting  the  power 
flow  at  times  of  accident,  tend  to  localize 
the  voltage  drop,  to  maintain  higher  voltage 
on  the  station  busbars,  and  to  give  a  more 
rapid  voltage  recovery  after  short  circiiit, 
any  of  which  will  increase  the  synchronizing 
power  and  thus  tend  toward  an  increase  of 
stability. 

Thus  these  mattters  are  of  great  im.por- 
tance  and  are  being  studied  by  the  most 
prominent  engineers,  with  the  view  of  adjust- 
ing the  distribution  characteristics  of  large 
stations  operating  in  parallel,  for  the  purpose 
of  securing  with  safety  a  more  economical 
and  reliable  supply  of  power.  In  this  issue 
of  our  magazine  and  in  the  one  following, 
we  are  presenting  a  comprehensive  analysis 
and  discussion  of  the  subject  by  Dr.  Stein- 
metz. 


648     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  8 


Commercial  Statistics  and  Their  Value  to  the 

Executive 

By  G.  P.  B.\LD\viN-  • 

District  Manager  Philadelphia  Office,  General  Electric  Company 

This  article  is  developed  along  the  following  line  of  thought:  The  executive  of  today  has  giown  up  with 
his  job  and  therefore  has  a  first-hand  and  intimate  knowledge  of  its  workings;  the  executive  of  tomorrow 
cannot  be  prepared  according  to  this  program,  and  therefore  for  guidance  in  his  management  will  have  to 
depend  mainly  upon  reports  prepared  for  him  by  his  subordinates;  the  figures  of  these  reports  comprise 
Commercial  Statistics,  from  which  special  compilations  will  reveal  the  status  of  any  matter  under  considera- 
tion; statistics  may  be  presented  in  figures  but  usually  are  amenable  to  a  more  ready  conception  bv  a  graphic 
type  of  display,  such  as  a  map,  chart,  curve,  etc. —  Editor. 


It  has  been  said  that  a  good  executive  is 
a  man  who  decides  quickly  and  is  sometimes 
right.  If  asked  the  reason  why  he  gives  a 
certain  decision,  that  same  executive  would 
reply  that  it  is  based  on  his  best  judgment. 
Judgment  ranges  in  degree  from  prejudice 
to  profound  reason  depending  upon  the 
proportions  possessed  by  the  man  who 
makes  the  decision. 

As  a  rule  our  present  executives  are 
extremeh'  fortunate  in  that  they  have 
grown  up  with  their  jobs.  They  have  grown 
bigger  as  their  jobs  grew  bigger.  They  have 
had  experience  in  various  departments,  have 
been  close  obser\^ers  of  the  operations  of 
others,  and  have  seen  the  trend  towards  a 
greater  degree  of  specialization,  a  greater 
division  of  labor,  and  a  greater  consolidation 
of  executive  direction. 

It  is  questionable  whether  the  executive 
of  the  future  can  be  made  by  this  process  for 
business  has  assumed  proportions  that  practi- 
calh-  make  it  impossible.  The  executive  of 
the  future  will  be  compelled  to  resort  to 
statistics,  which  will  be  prepared  in  shape 
and  form  for  his  instantaneous  tise;  and  his 
ability  to  analyze  them  will  be  one  of  his 
qualifications  as  a  good  cxectitive. 

All  concerns  whose  magnitude  is  great  and 
whose  product  is  diversified  are  susceptible 
to  the  application  of  a  great  amount  of 
statistical  data,  and  these  statistics  can  be 
built  up  and  summarized  into  a  few  that  arc 
vital.  For  example,  of  the  statistics  that 
guide  the  directors  of  various  de]5artmcnts. 
the  few  that  represent  the  gist  are  extracted 
to  compile  the  statistical  report  of  the  single 
manager  of  those  departments  and  so  on  up 
the  scale  until  the  collective  activity  of  the 
entire  organization  is  co-ordinated  and  rep- 
resented by  a  single  sheet  of  abbreviated 
statistics. 


CLASSIFICATION   OF   STATISTICS 
Product,  Orders  and  Expenses,  and  Customers 

Electrical  sales  department  statistics  for 
the  use  of  the  executive  readily  segregate 
themselves  into  three  classes:  those  that 
have  to  do  with  the  product,  with  the  orders 
and  expenses,  and  with  the  customers. 

We  may  further  state  that  the  product  is 
susceptible  to  further  segregation;  into  large 
apparatus,  small  and  fractional  horse  power 
motors,  supplies,  renewal  parts,  and  lamps. 
Expenses  segregate  themselves  into  depart- 
ments: sales  department,  order  department, 
credit  dej)artmcnt,  collection  dcpartm'^nt. 
etc.;  and  customers  into  classes:  industrial 
customers,  lighting  customers,  railway  cus- 
tomers, and  merchandise  customers.  It  is 
possible  to  get  through  the  use  of  these 
segregations  a  large  number  of  combinations. 
For  instance,  a  segregation  of  renewal  parts 
into  customer's  classifications  will  show  where 
that  type  of  business  is  coming  from.  The 
activities  of  the  sales  department  when 
segregated  into  components  will  show  what 
its  branches  produce  along  their  special  lines. 
It's  possible  to  combine  these  features  into 
any  number  of  combinations  which  arc  of 
infinite  use.  It  would  bo  interesting  to  know 
for  instance  what  the  clerical  expense  would 
be  in  connection  with  an  apparatus  order,  a 
supply  order,  and  a  lamp  order  when  sold 
to  an  industrial  customer,  a  lighting  customer, 
or  a  merchandise  customer.  Orders,  volume, 
and  expenses  can  be  combined  in  any 
amount  of  detail. 

Units  and  ratios  are  derived  from  the 
foregoing  classifications.  We  should  bear  in 
mind  however  that  it  would  not  be  altogether 
fair  to  compare  cost-of-sales  ratios  among 
districts  because  the  mechanics  of  selling 
is    aft'ected    bv    manv    factors.      The    three 


COMMERCIAL  STATISTICS  AND  THEIR  VALUE  TO  THE  EXECUTIVE      049 


U  m 

f  £ 

P  O 

O  -^ 


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CO 


650     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  S 


Umps 

\ 



y 

""■■■■■ 



; 

Public  t 
Mercha 

d-sci^— 

S«MX.es 

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/ 

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: 

\ 

Repair  R  rts 

■ 

....... 

/--^i 

^-^    f^ 

Fig.   5. 


Curves    Plotted    to    Represent    the    Monthly   Trend    in  the    Sales  of    Three  Commolities 
Segregated  with  Respect  to  the  Classification  of  the  Purchasers 


principal  ones  are:  the  electrical  population, 
the  application  of  electricity  to  the  pre- 
dominant industries,  and  the  geographic  area. 

Electrical  Population 

The  electrical  population  (being  the  popu- 
lation sen,'ed  by  central  stations)  varies  from 
94  to  21  per  cent  in  different  states.  The 
total  population  of  the  State  of  New  York 
according  to  the  last  census  was  about  00 
per  cent  greater  than  that  of  the  States  of 
Pennsylvania,  Virginia,  West  Virginia,  Mar\'- 
land,  Delaware,  and  North  Carolina.  The 
electrical  population  was  about  the  same. 
There  are  approximately  390  central  stations 
in  the  State  of  New  York  and  OTO  in  the  other 
territory  just  mentioned.  The  geographic 
area  of  these  states  is  syi  times  as  great  as 
that  of  New  York;  therefore,  to  get  a  given 
volume  of  sales  from  them  (assuming  that  the 
organizations  are  equally  effective),  there  are 
more   customers   to   receive  attention,   more 


territory  to  be  co\"ered.  and  more  relations 
to  be  established.  It  will  require  more  people 
in  the  sales  organization  and  consequently 
more  expenses. 

Electrified  Industries 

Data  as  to  the  source  of  the  orders  furnish 
an  extremely  interesting  sheet  and  this  will 
show  that  the  largest  volume  comes  from  the 
predominating  industries.  It  will  also  show 
some  enlightening  comparisons  between 
supply  and  apparatus  sales.  It  will  demon- 
strate that  supply  sales  do  not  vary  in  direct 
proportion  to  apparatus  business;  in  fact,  as 
a  territory  becomes  more  thickly  settled  and 
more  industrial  business  becomes  established, 
the  proportion  of  supply  business  from  the 
industrials  as  against  the  total  will  be 
constantly  accelerating.  One  may  therefore 
draw  the  conclusion  that  in  a  sparsely 
settled  territory  the  supply  business  will 
come     from     utilities     rather     than     from 


DEPT 

Oept 

Apr, 

»v 

-i-'    , 

DtfT. 

=tpr- 

-^^ 

*f 

H.J, 

t' 

B**T. 

■r« 

Mn 

r,o 

H.r 

*<>' 

•«W 

Fig.   6.     A  Graphical  Record  of  the  Departmental   Expensrs  of  a  Sales  OrganixatiDn 


COMMERCIAL  STATISTICS  AND  THEIR  VALUE  TO  THE  EXECUTIVE      (351 


industrials;  and  as  the  population  grows 
and  industrials  become  established,  business 
with  them  increases.  This  is  a  fact  that 
probably  everyone  who  has  looked  into  the 
subject  knows  and  realizes,  but  very  few 
realize  its  proportions,  and  it  is  possible  to 
realize  these  proportions  only  by  the  examina- 
tion of  statistics. 

It  is  interesting  to  note  some  of  the  ideas 
of  supply  salesmen  in  this  connection.  If 
one  were  to  ask  how  much  of  their  time  they 
spent  on  industrials,  on  utilities,  and  on 
merchandise  customers,  the  answers  would 
vary,  but  an  average  of  the  replies  given 
by  twelve  experienced  men  was  that  they 
spent  about  .50  per  cent  on  utilities,  25  per 
cent  on  industrials,  and  25  per  cent  on 
merchandise  customers.  However,  an  exact 
check  on  their  calls  showed  that  they  spent 


necessary  to  keep  the  manufacturer's  name 
constantly  and  favorably  before  the  trade. 
The  number  of  orders  received  by  one 
district  as  against  another  would  show  a 
yearly  comparison  that  can  be  listed  against 
the  number  of  industries  and  the  number  of 
customers,  and  can  be  developed  to  show  a 
unit  that  will  indicate  the  progress  made. 
Incidentally,  if  the  number  of  orders  is 
compared  with  the  number  of  quotations  it 
would  bring  to  mind  that  the  number  of 
quotations  made  in  large  order  business  will 
compare  rather  favorably  with  the  number 
of  orders  received;  but  with  small  order 
business  the  number  of  orders  received  will 
greatly  exceed  the  number  of  quotations,  as 
much  in  some  cases  as  300  or  400  per  cent; 
while  with  a  specialized  commodity  like 
lamps  there  is  an  enormous  volume  of  sales 


SaJ.i 

Feb.      Mar.       Apr.       May 


Feb.       Mar       Apr.       May 


L-Pens  .&  ^^_^, 


Jan,        Feb         Mar        Apr. 


May 


Fig.  7.      Statistics  of  the   Number  of  Orders  Taken,  the   Amount  of  Sales   Made,  and   the   Expense 
Incurred  by  a  Sales  Office  as  Plotted  for  the  Information  of  Its  Manager 


75  per  cent  of  their  time  on  utilities,  10  per 
cent  on  industrials,  and  15  per  cent  on 
merchandise  customers.  Here,  then,  was  an 
enormous  supply  business  from  industrial 
customers  being  received  with  comparatively 
very  little  direct  supply  solicitation. 

Whether  solicitation  is  necessary,  and  to 
what  extent,  is  of  course  another  question. 
To  answer  this  question,  statistics  according 
to  classification  of  product  would  become 
involved.  However,  they  would  probably 
show  that  direct  solicitation  was  necessary 
in  specialties  and  special  application,  and 
that  specialties  and  special  ap]3lication  for 
industrials  were  comparatively  few  as  com- 
pared with  those  used  by  the  utilities  and 
merchandise  customers.  They  would  prob- 
ably also  show  what  is  necessary  for  the 
further  development  of  industrial  business, 
particularly  in  small  orders,   and  that  it  is 


built  up  with  practically  no  special  quota- 
tions. In  other  words,  quotations  largely 
disappear  in  small  order  business  and  that 
element  of  cost  is  eliminated. 

Geographic  Area 

If  we  would  take  a  given  territory  and 
make  three  special  maps,  one  of  which  we 
will  call  a  central  station  map,  another  an 
electrified  community  map,  and  another  an 
industrial  map,  the  combination  would  indi- 
cate rather  clearly  the  target  of  the  sales 
department.  Typical  maps  of  this  character 
are  shown  in  Figs.  2,  .3,  and  4.  In  the  territory 
illustrated  there  are  250  central  stations, 
abotit  400  electrical  communities,  and  over 
1000  industrials.  Such  facts  as  these  are  not 
shown  by  the  ordinary  geographical  map. 
Fig.  1,  and  therefore  it  would  not  occur  to 
anvone  that  in  that  territorv  there  are  located 


652     August,  192) 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  8 


industries  of  such  magnitude  and  vokimc  as 
the  special  maps  indicate.  It  may  even  be 
further  stated  that  should  one  pass  through 
this  territory  on  a  train  it  wouldn't  occur  to 
him  that  six  of  the  largest  individual  plants 
of  their  type  in  the  world  are  located  in  this 
section;  at  the  same  time  the  territory  is 
comparatively  isolated.  It  is  not  in  what  we 
would  call  a  metropolitan  district,  and  the 
electrical  population  is  about  21  per  cent  of 
the  total. 

Application  of  Charts  and  Curves  to  Present  Statis- 
tics 

An  immense  amount  of  thought  and 
time  has  been  devoted  during  the  last  few 
years  to  charts  and  curves;  to  graphic 
methods  of  illustrating  facts.  The  eye 
is  more  receptive  to  a  cur\'e  than  to  a 
mass  of  figures.  More  information  can  be 
presented  on  a  given  sheet,  fluctuations  are 
immediately  obser\'ed,  and  tendencies  are 
indicated  at  a  glance.  The  cun"es  in  Fig.  5 
show  the  source  and  changes  in  local  lamp, 
supply,  and  renewal  part  sales.  From  such 
curves  as  these  the  eye  can  read  the  situation 
at  a  glance,  and  on  comparison  with  earlier 
curves  can  readily  observe  the  trend  from 
year  to  year.  Fig.  6  indicates  the  con- 
tributing expense  of  a  sales  organization; 
the  various  clerical  departmental  expenses. 
It  will  show  that  they  are  increasing  in  some 
lines  and  not  in  others.  Fig.  7  presents  cur\'es 
of  orders,  sales,  and  expenses  for  a  local  office, 
showing  that  the  orders  are  remaining  about 


the  same,  but  have  a  tendency  to  decrease 
in  the  last  few  months,  so  is  the  volume  of 
sales,  but  the  expenses  are  increasing. 

Cun^es  of  this  character  are  of  inestimable 
value  to  an  executive.  He  obtains  a  knowledge 
of  the  situation  at  a  glance.  If  he  has  data  of 
all  his  districts  on  a  like  basis  he  can  prepare 
for  his  own  use  a  chart  which  will  show  his 
total  expenses,  and  when  conspicuous  varia- 
tions are  noted  he  can  by  means  of  these 
segregated  cur\-es  trace  the  changes  to  the 
exact  point  where  they  occurred.  If  orders 
are  decreasing  and  volume  is  increasing  it 
should  mean  comparatively  less  clerical 
expense,  and  the  executive  immediately  has 
a  reference"  on  which  to  check  his  opinion. 

There  is  no  question  but  that  among  his 
other  qualifications  the  executive  of  the 
future  must  be  able  to  assimilate  and  digest 
statistics  and  direct  accordingly:  and,  obvi- 
ously, management  must  take  its  cue  from 
the  auditor,  the  accountant,  the  statistician, 
or  from  some  one  who  is  specifically  charged 
with  this  duty. 

The  executive  cannot  proceed  without 
the  auditor,  nor  the  auditor  without  the 
executive  for  that  matter;  but  perhaps  it  is 
well  to  remember  that  none  of  us  can  pro- 
ceed without  the  customer.  Therefore,  in 
the  application  and  use  of  statistics,  the 
human  element  must  not  be  forgotten. 

If  wc  arc  going  to  know  the  value  of  our 
relations  individually,  collectively,  and  com- 
paratively and  what  they  produce  we  cannot 
neglect  the  value  of  statistics. 


6.53 


Flywheel  Effect  for  Synchronous  Motors  Connected 
to  Reciprocating  Compressors 

B\-   R.  E.   UOHERTY 
AlTERNATINC-CI  RRENT  ENGINEERING  DEPARTMENT,  GENERAL  ELECTRIC  COMPANY 

When  driving  reciprocating  machines  by  synchronous  motors  it  is  important  to  avoid  a  condition  that 
will  produce  hunting,  or  a  periodic  oscillation  of  the  revolving  element  ahead  of  and  behind  the  normal  posi- 
tion. In  cases  where  the  natural  oscillating  frequency  of  the  motor  is  near  the  frequency  of  the  predominat- 
ing impulses  of  the  reciprocating  machine,  hunting  may  occur  of  such  amplitude  to  throw  the  motor  out  of 
step.  The  remedy  lies  in  the  selection  of  the  correct  flywheel.  This  whole  subject  is  very  clearly  explained 
by  Mr.  Doherty  with  the  aid  of  mechanical  analogies,  and  a  general  method  for  determining  the  proper  fly- 
wheel effect  for  any  given  set  of  conditions  is  outlined.  The  performance  of  some  installations  is  very  puzzling 
and  troublesome,  and  this  article  will  prove  of  great  assistance  in  attacking  problems  of  this  sort. — Editor. 


The  purpose  of  this  paper  is  to  show  why 
flj-wheels  are  necessar\^  on  synchronous  mo- 
tors which  drive  reciprocating  compressors, 
and  to  outline  the  method  of  determining 
the  proper  flywheel  weight. 

For  convenience  in  analyzing  the  problem 
I  shall  divide  the  discussion  into  two  parts. 


torque  consumed,  the  speed  m^ust  be  constant. 
This  m.eans  that  at  any  given  instant  the 
rotating  mem.ber  of  the  m.otor  has  a  definite 
position  in  space.  To  illustrate  this  point, 
consider  an  analogy.  In  Fig.  1,  two  trains 
are  running  side  by  side  at  constant  speed 
and  abreast  of  each  other.     At  anv  instant 


Air  Compressor  Driven  by  a  Synchronous  Motor.      The  Flywheel  for  Effecting  Stable  Operation 
is  Shown  to  the  Right  of  the  Synchronous  Motor 


dealing  first  with  the  m.echanical  aspects  and 
later  with  the  electrical.  I  do  not  wish  to 
impart  the  idea  that  they  are  entirely  sep- 
arate matters,  for  they  are  not,  as  I  shall 
presently  explain,  but  it  is  convenient  to 
treat  them-  separately. 

When  the  torque  developed  by  a  syrichro- 
nous  m_otor  is  just  equal  at  all  tim-Cs  to  the 


of  time  these  two  trains  will  occupy  a  definite 
position  along  the  track  and  will  retrain 
abreast  of  each  other.  Under  such  conditions 
the  driving  force  of  the  trains  is  exactly 
equal  to  the  opposing  forces  of  friction, 
windage,  etc.  The  position  thus  held  m.ay 
in  the  analogv'  be  tenned  the  "stable  posi- 
tion" and  corresponds  to  the  space  position 


654     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  8 


Fig.  1. 


of  the  motor  referred  to.  It  is  important  to 
hold  in  your  mind  the  idea  of  this  stable 
position  as  the  necessar\-  reference  to  which 
varying  motion  may  be  referred. 

Referring  again  to  Fig.  1,  assume  that 
trains  "A"  and  "B"  are  running  abreast 
of  each  other  and  at  constant  speed, 
and  that  at  an  instant  designated  by 
O  the  driving  force  on  .4  is  instantly 
increased  by  an  amount  indicated  in 
the  figure,  and  that  this  excess  force, 
existing  for  a  time  t,  is  suddenly  re- 
moved. Let  us  inquire  how  this 
affects  the  velocity  and  relative  dis- 
placement of  trains  .4  and  B. 

In  Fig.  la,  the  excess  force,  which 
is  consumed  entirely  in  the  accelera- 
tion of  the  train,  can  also,  if  drawn 
to  proper  scale,  represent  the  acceler- 
ation of  the  train.  Therefore  the  area 
under  the  cun.-e,  representing  the 
product  of  acceleration  and  time, 
represents  the  accumulated  excess 
velocity.  Plotting  in  Fig.  lb  ordi- 
nates  which  represent  the  accumu- 
lated area  in  a  will  give  a  cur^-e  of 
the  excess  velocity  at  any  instant 
during  the  time  t.  Likewise,  since 
the  area  in  Fig.  lb  is  the  product  of 
velocity  and  time,  ordinates  representing 
the  accumulated  area  at  any  instant,  when 
plotted  in  c,  give  the  curve  of  excess  dis- 
placement of  train  A  ahead  of  train  B. 
That  is,  at  the  end  of  time  t  train  B  will 
have  reached  >«,  whereas  train  .4  will  have 
gone  further,  that  is,  to  point  n.  The 
excess  displacem.ent  mn  is  represented  by 
the  maximum  ordinate  at  the  end  of  cur\-e  c. 
The  idea  here  is  that  it  is  possible  to  find  the 
change  in  both  velocity  and  displacem.ent 
from  the  cur\-e  of  unbalanced  force  impressed 
upon  a  body  simply  by  integrating  the  area 
of  the  loops  in  the  unbalanced  force  diagram. 
The  first  integration  gives  velocity,  the  second 
gives  displacement. 

Carr^'ing  the  illustration  further,  assume 
that  instead  of  the  momentar\'  excess  force 
described,  a  periodically  var>-ing  force  is  ap- 
plied. That  is,  at  equal  inter\-als  of  time 
first  an  excess  force  and  then  an  insuffcient 
force  is  applied  to  train  .4  such  that  the 
resulting  average  velocity  of  train  .4  is  the 
same  as  the  constant  velocity  of  train  B. 
In  other  words,  train  .4  will  alternately  and 
at  equal  successive  inter\-als  have  an  excess 
and  insufficient  driving  force  impressed  upon 
it.  This  is  represented  graphically  in  Fitr. 
Id.    Since  the  area  of  the  first  excess  loop  at 


any  instant  represents  added  velocity,  it 
follows  that  at  the  end  of  the  first  interval 
the  velocity  must  be  a  maximum,  and  that 
likewise  at  the  end  of  the  second  inter\-al 
the  velocity  must  be  a  minimum..  The  re- 
sulting  cun'e   of   velocitv  will   therefore   be 


.-„w^-    „««,«*  TviiinniDiiinni  \  Totoforeo  rgprKsanispnxfuct.occ«fanai/onXtim* 


A  -Max.  excess  nJocity 


OrdinoUs  excess 
displace  fnent^ 


Totof  area  represents  excess  enptocemanl. 


e-Aero^  te/oc/tir" 
yeJocitij  of  B —^ 


f-^lyero^e  or  stable 
rmtiofi'postt ton ofB^  ■' 


Illustroting  theeffecl  ofo  variable  applitd  fore*  and  o  constant  forctcansumibyload 


Diagram  Showing  How  Periodic  Relative  Displacement  of  Two  Trains 
is  Derived  from  Curve  of  Unbalanced  Driving  Force 

as  shown  in  e.  By  the  same  process  the  dis- 
placement cur\-e  showing  the  position  of 
train  .4  first  ahead  and  then  behind  the 
stable  position  is  shown  in  /. 

One  part  of  the  problem  of  determining 
the  proper  fl\-\vheel  effect  for  synchronous 
motors  direct -connected  to  reciprocating  com- 
pressors is  illustrated  in  this  way,  viz.;  that 
it  is  required  to  find  what  mass  train  .4  must 
have  in  order  to  limit  to  a  definite  amount 
the  plus  or  minus  displacement  as  shown  in 
/  when  a  given  periodic  variation  in  the 
driving  force  is  impressed  upon  the  train  .4. 

The  idea  of  angular  deviation  of  the  s>-n- 
chronous  motor  can  now  be  approached  from 
a  more  direct  point  of  view.  Consider  two 
duplicate  synchronous  machines,  one  driving 
an  air  comjircssor,  the  other  driving  a  blower. 
The  latter  will  have  constant  speed;  the  for- 
mer, on  account  of  the  pulsating  torque  of 
the  compressor,  will  have  a  pulsating  speed. 
Suppose  that  reference  arrows  are  placed  on 
corresponding  poles  of  these  two  machines. 
In  this  case,  just  as  in  the  case  of  two  trains, 
the  variable  torque  on  the  motor  which 
drives  the  compressor  will  cause  it  to  be 
dis]ilaccd  first  ahead  and  then  behind  the 
position  of  the  refea-nce  arrow  on  the  rthcr 
motor. 


FLYWHEEL  EFFECT  FOR  SYNCHRONOUS  MOTORS 


655 


For  electrical  reasons,  explained  later,  it 
is  necessary  to  set  limits  to  this  displacement 
or  deviation.  The  larger  the  number  of  poles 
on  the  motor  the  smaller  correspondingly 
must  be  the  lim.it.  That  is,  in  the  case  of  a 
60-pole  mooter,  the  allowable  angular  dis- 
placement is  one  half  of  that  for  a  30-pole 
motor,  because  the  allowable  value  is  a  func- 
tion of  the  electrical,  not  mechanical  angle. 
Therefore,  the  problem  is  to  determine  how 
much  flywheel  is  required  to  keep  the  angular 
displacement    within    given    required    limits. 


piston  base.  Curve  /  shows  the  forces  in  c 
developed  on  the  piston  base.  These  forces 
on  the  piston  are  converted  to  tangential 
forces  on  the  crank  pin  by  multiplying  the 
different  ordinates  of  curve  /  by  correspond- 
ing ordinates  in  curve  e.  The  resulting  curve, 
shown  in  g,  is  the  turning  effort  curve  or  tan- 
gential force  on  the  crank  pin.  Most  compres- 
sors are,  of  course,  double  acting.  This  simple 
case  was  taken  merely  for  an  illustration. 

Fig.   3a  shows  the  tangential  force  of  an 
actual  double  acting  machine.    By  integrating 


^ 

'  ♦> 

m-+- 

J 

a 

/ 

ft 

\ 

x 

X 

? 

4 

Anqulor 

\ 

/ 

■'Ton 

gent lal  Effort  I\ 

'/icceJeration 

V 

X 

\Zer6  Line 

; 

s 

0 

30\ 

60 

30 

izo\  no 

leo 

210 

210 

270 

300 

330 

360 

> 

1 

1 

1 

1 

- 

Average  Tangential  Effort  i5  Developed  bt^  J_ 
Motor  and  Consumed  bij  Load.  Hence  it    i 
Involves  No  Anqular  Acceleration.               f~ 
,               ,                  Unbalanced  rurning  Effort 

- 

FlLi^jheel  Effect  ,    [ 

% 

1 

1 

r  > 

1 

/ 

\ 

1 

\ 

1 

\/plnri/,jA. 

' 

/ 

^ 

' 

t 

\ 

b 

\ 

> 

/ 

\ 

\ 

/ 

/ 

0 

\ 

30\ 

60 

\3Q 

120 

150 

,           ■        ■        ■ 

210  \  240 

llOf 

50a\  330 

5 

\ 

1 

t 

1 

' 

J 

\ 

\ 

/ 

\ 

■L' 

/ 

J 

S    / 

! 

( 

s 

! 

r 

Maximum 
Excess  Dis 

} 

\ 

\ 

C 

plac 

""  -' 

\ 

\ 

\ 

/ 

V 

i^ 

/ 

\ 

/ 

0 

70   60 

\30  1201 

ISO 

ISO 

210 

Md\ 

ho\ 

300 

330360 

\ 

y 

4nqu/arDi5f 

/ 

\ 

] 

j 

•^ 

> 

\ 

/ 

y 

! 

/ 

^ii- 

Fig.  2.     Method  of  Determining  Tangential  Effort  on 

Crank  Pin  from  the  Indicator  Card 

and  Inertia  Forces 


I-  3.     Velocity  and  Displacement  Curves  as 
Derived  by  Successive  Integrations  of 
Tangential    Effort  Curve 


This  is  easily  worked  out  fro:n  the  turning 
effort  diagram  of  the  compressor. 

The  process  of  obtaining  the  turning  effort 
curve  for  a  reciprocating  compressor  is  illus- 
trated in  Fig.  2.  For  simplicity,  the  case  of 
a  single  crank  single  acting  com„pressor  is 
chosen,  a  represents  the  inertia  forces,  that 
is,  the  forces  required  to  stop  and  start  the 
reciprocating  m.asses.  Positive  forces  are 
taken  as  those  tending  to  m.aintain  motion, 
negative  as  those  tending  to  retard  motion. 
b  shows  the  forces  taken  from  the  indicator 
card,  that  is,  the  forces  acting  on  the  piston. 
c  shows  the  sum  of  a  and  b,  all  plotted  on  the 


the  areas  under  the  plus  and  mJnus  loops  of 
this  curve  in  the  m_anner  as  described  in 
Fig.  1,  the  velocity  curve  is  obtained  as  shown 
in  Fig.  3b.  Integrating  the  loops  of  this  curve 
in  like  manner  gives  the  ordinates  of  the  dis- 
placement curve,  as  shown  in  Fig.  3c.  Thus 
it  is  possible,  with  a  given  flywheel  eff'ect  in 
the  motor,  and  a  given  tangential  curve  as 
shown  above,  to  determine  accurately  what 
angular  displacement  would  occur  under  the 
assumed  conditions;  or  conversely,  what 
flywheel  effect  would  be  required  to  limit 
the  angular  displacement  to  a  definite 
value. 


656     August,  1920 


GEXERA.L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  8 


Inasmuch  as  the  integration  of  the  loops 
of  the  crank  effort  and  velocity  cur\'es  by 
planimeter  is  a  ven,-  laborious  process  it  is 
rarely  resorted  to.  Yet  any  method  that 
does  not  in>-olve  a  proper  integration  of  the 
entire  curve  is  at  best  an  approximation. 
We  have  found  the  analytical  m.ethod  to  oe 
very  useful.  This  gi\-es  the  same  results  as 
the  graphical  integration.  It  consists  in 
expressing  the  unbalanced  component  of  the 
crank  effort  diagram,  which  to  proper  scale 
is  the  acceleration  diagram,  into  a  Fourier's 
series  of  sines  and  cosines,  and  integrating 
this  equation  twice  for  displacement.  Thus 
the  unbalanced  crank  effort  or  torque  can 
be  expressed  as, 

T=  (oi  sin  ift  +  Oo  sin  2  u.i  +  as  sin 
Swt  +  .  .  .  +  bi  cos  Ti't  +  ^2  cos 
2wt  +b3  cosji  Ti't) 

Where  ii'  =  2  irnt 

n  =  revolutions  of  crank  per  second 
i  =  time 

The  angular  acceleration  is 

T 

Where  /=  moment  of  inertia  of  rotor. 


♦This  scheme  is  described  by  H.  C.  Lehn.  Gener.kl  Electric 
Review.  March,  1915. 


Thus  the  velocity  equation  is 

r=    I   a  dt=^^  (  —  ai  cos  ui—  -^ 

cos  2u't—  —  cos  3  li'i  —  ...  +61 
o 

sin  u.i  +  -■  sin  2 ui  +  :^ sinSii-t-rf 

And  the  angular  displacement  in  m.echan- 
ical  radians  is 

6=   I  V  di=  — — -  I  —Qi  sin  u-t  — -^ 
»'  U'-l    \  4 

5IH  2wt—  TT sin  .3  «.•<+  .  .  .  — ^i 

y 

cos  •Wt—-r  COS  2u!t  —  -  COSSwt—  } 

The  coefKcients  ai  02,03....  61,  bo.  tz 

are  obtained  from  an  analysis  of  the  crank 
effort  curve  by  the  use  of  a  schedule  shown 
in  Fig.  4. 

By  proper  substitutions  the  maximum 
angular  displacement  in  electrical  degrees 
becomes, 

10'  K  frZ„ 
S»  WR'- 
A'  =  lb.  on  crank  pin  per  inch  scale  of 
crank  effort  cur\'e. 


AhlALYSIS  OFCRA/SK  EFFO/erCU/PV^C 


y 

0,  'a.s,nt.jt 

e.  cos  u  r  •  <3,  3 

rOfS     Z     57-f?OKC    CYCLC 
n£l^r.o^cos^^^r•a^s^nJi/^r■'ff^co33 
of  ci-anic   ettor*  cv^m     m   .-T<A»f  s 

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<...-««- 

»---v— • 

S '  fftif per ntm  /('•lbo^c'~3i^'t^ei^perirtcH9€omafcraritt^0rtcvrY^  ^J^*t>  ^poirstrfOe'r^fxrfar  i^''  Jbfa/  lb  fi'  r- Civ^yt  p*nro^4VO  ^■^  ^ 


Fig.  4. 


Schedule  for  Determination  of  Coefficients  of  Fourier's  Series  Expressing 
the  Tangential  Effort  as  a  Function  of  Ti.-ne 


FLYWHEEL  EFFECT  FOR  SYNCHRONOUS  MOTORS 


()57 


/'  =  frequency  of  supply  \-()lta^'e  in  cycles 

per  sec. 
r  =  crank  pin  radius  in  feet. 
Zm  =  maximum  value  of  bracket  quantity 
in  equation  of  displacement,  that 
is,   rraximmn  value  of   the  series. 
S  =  r.p.m. 
n'i?-  =  total  flywheel  effect  in  lb.  ft.- 
It  is  not  my  purpose,  as  intimated  at  the 
outset,  to  explain  in  detail  the  derivation  and 
application   of   formulas,    because   that   is   a 
long   story   in   itself,    but   rather   to   outline 
what  the  problem,  is  and  show  the  nature  of 
the  solution. 

The  foregoing  considerations  cover  what 
I  have  chosen  to  call  the  mechanical  aspects 
of  the  problem,  and  describe  one  part  of  what 
seems  to  be  the  most  practical  method  of 
getting  at  the  complete  solution.  There  is  an 
additional  part  which  will  now  be  discussed 
as  the  electrical  aspects  of  the  problem. 

As  already  stated,  there  are  really  not 
two  separate  phenom.ena  involved.  There 
is  only  one,  as  shall  presently  be  shown;  but 
as  a  matter  of  convenience  both  in  presenting 
the  problem  and  in  the  practical  solution  of 
any  giv-en  case,  it  is  desirable  to  consider  that 
there  are  separate  parts.  In  the  first,  the 
effect  of  the  electro-magnetic  force  (usually 
called  the  synchronizing  force  or  torque) 
is  neglected.  In  the  second  this  force  is 
taken  into  account. 

Consider  the  character  of  this  force.  Have 
you  ever  watched  an  electric  motor  whirling 
in  s]3ace,  receiving  energy  into  the  stationary 
member  and  deli\'ering  that  energy  to  the 
rotating  m.em.ber,  with  no  m.echanical  con- 
nection between  the  two  members — have 
you  ever  watched  such  a  motor  and  wondered 
just  what  was  going  on  in  the  small  air  space 
between  the  members,  and  also  what  was 
the  character  of  the  m^edium  through  which 
that  energy  transfer  takes  place?  It  is  very 
much  as  if  one  end  of  invisible  rubber  bands  or 
small  spiral  springs  were  attached  to  the  poles 
on  the  rotating  member,  and  the  other  ends 
of  these  elastics  were  carried  circumfer- 
entially  around  the  face  of  the  stationary 
member  at  constant  speed.  At  no  load  there 
would  be  no  stretch  in  the  elastic  elements, 
and  the  roto^  would  maintain  a  definite  stable 
position  in^Votation,  Suppose  a  constant 
load  is  put  on  the  shaft,  the  ends  of  the  elastic 
elements  would  nevertheless  continue  to  be 
carried  around  the  stator  face  at  an  unaltered 
speed.     Since  the  other  ends  are  attached  to 

*  Direct  proportion'ility  ceases  at  large  angles,  but  holds  for 
the  range  considered  here. 


the  poles,  the  rotor  would  be  pulled  along 
also  at  the  same  speed,  but  on  account  of  the 
stretch  in  the  elastic  due  to  the  added  load, 
the  rotor  would  assume  a  new  and  lagging 
position  in  space,  such  that  the  forces  in  the 
stretched  elastics  balance  the  load.  Ob\  iously, 


>3/r  /Pese  r  voir       Cor  nith  rahtivett/  small  moii_ 


Air 
t-jmprossor 


Spring    \ 

TOMJOJ 


Motivapower  ^elotivcly 
vary  large  iTtasi 


CorJI 


CorB 


rjriS  with  spring,  rapresar^ts  a  si^nchronous  motor  dnv/ng  on 
oir  compressor.  Ihe  moss  of  the  cor  corresponds  to  the  flt/wnea/ 
affect  of  the  motor,  the  spring  represents  the  magnetic  flue 
CarB.  represents  the  large  ponar  sgstam  which  supplies 
foworto  the  sgnchronous motor. 

Fig.  5.      Analogy  Representing  an  Air  Compressor  Driven  by  a 

Synchronous  Motor  Which  is  Connected  to  a 

Large  Power  System 

if  the  rotor  is  displaced  from  the  no  load 
position,  whether  by  load  or  by  some  mom.en- 
tary  impulse,  there  is  a  force  exerted  upon  the 
rotor  that  is  proportional  and  opposite  to  the  dis- 
placement. This  is  the  characteristic  of  syn- 
chronizing force.*  The  magnetic  lines  of  force 
em.anating  from,  the  surface  of  the  poles  and 
entering  the  stationary  m.em.ber  are  elastic  like  . 
rubber  bands  or  springs,  and  beha ,  e  in  a  simi- 
lar manner,  and  they  constitute  the  medium 
through  which  the  energy  is  transferred  from 
the  stationary  to  the  rotating  member. 

I  wish  to  emphasize  another  mechanical 
analogy  as  a  fixture  to  which  subsequent  ideas 
may  be  attached.  Fig.  5  is  intended  to  show 
a  heavy  railway  car  which  runs  at  constant 
speed  regardless  of  what  else  happens.  It 
draws,  through  a  spring  connection,  a  smaller 
and  lighter  car  which  has  a  drive  wheel  con- 
nected to  an  air  compressor.  That  is,  the 
source  of  energy  for  the  work  of  compressing 
air  is  the  large  car.  The  variable  force  ex- 
erted on  the  drive-wheel  by  the  ccm.pressor 
is  obviously  reflected  in  the  spring  tension. 
As  an  analogy,  the  large  m.assi .  e  car  running 
at  constant  speed  represents  the  power  supply 
system  to  which  the  motor  is  connected.  The 
sm.all  car  with  spring  represents  the  syn- 
chronous motor;  the  mass  of  the  car  corre- 
sponds to  the  flywheel  effect;  and  the  spring 
to  the  magnetic  lines  of  force.  The  entire 
sm.all  car  equipment  represents  a  synchro- 
nous m.otor  driving  an  air  compressor.  The 
speed  of  the  drive  w-heel  corresponds  to  the 
speed  of  the  motor.  The  analogy  is  prac- 
tically complete.  As  load  is  added  the  spring 
stretches;  the  car  assumes  a  new,  lagging 
position  with  respect  to  the  large  car.  The 
variable  torque  exerted  on  the  drive  wheel 


658     August,  1920 


GENER.AL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  S 


by  the  compressor  produces  periodic  dis- 
placement altemateh'  ahead  and  behind  the 
average,  or  stable  position.  If  it  were  pos- 
sible to  add  more  and  more  load  the  strain  or 
stretch  in  the  spring  would  increase,  until 
ultimately  the  elastic  lim.it  would  be  reached, 
the  spring  would  give  way,  and  the  car  would 
stop.  Just  so  w  ith  the  m_otor.  If  the  load  is 
increased  sufficiently,  whether  momentarily 
or  gradually,  the  elastic  limit  of  the  m_agnetic 
lines  of  force  is  reached  and  the  m.otor  breaks 
out  of  step. 

The  speed  of  the  large  car  corresponds  to 
the  voltage,  the  spring  tension  to  the  electric 
current  and  the  product  of  the  two  obviously 
corresponds  to  the  power.  Thus  the  variable 
load,  as  represented  by  the  var\-ing  spring 
tension,  is  manifested  at  the  switchboard  by 
swinging  meter  needles.  It  is  beginning  to  be 
clear,  therefore,  why  angular  displacem,ent 
must  be  limited.  It  is  a  question  of  setting 
a  limit  to  the  pulsation  of  power  which  we 
are  willing  to  accept.  This  will  be  discussed 
later  on. 

Another  extremely  im.portant  point  to 
be  drawn  from  this  analogy  is  that  if  a  sudden 
change  in  load  occurs  it  will  be  attended  by 
an  oscillation,  and  the  oscillation  nill  be  at  a 
definite  frequency.  This  follows  from  the 
characteristic  of  synchronizing  forces  already 
explained.  Suppose,  for  convenience  of 
illustration,  that  both  cars  are  stationary'; 
that  the  connecting  rod  of  the  compressor 
is  temporarily  disconnected  from  the  drive 
wheel;  and  that  the  small  car  is  pulled  back 
from  the  large  car,  stretching  the  spring, 
and  is  then  released.  Ob\ious]y  the  result 
will  be  an  oscillation  of  the  small  car  with 
respect  to  the  large  car,  and,  as  in  the  case  of 
a  pendulum,  there  will  be  a  definite  number 
of  oscillations  per  minute.  The  same  thing 
would  happen  even  if  the  cars  were  traveling 
forward.  Imagine,  then,  the  two  cars  to 
be  nmning  along  the  track  at,  say  fifteen 
miles  an  hour,  and  the  sm.all  car  to  be  oscil- 
lating or  "hunting"  with  respect  to  the  large 
one;  you  will  then  have  a  physical  conception 
of  the  hunting  of  a  synchronous  motor. 
Moreover,  if  the  drive-wheel  is  now  connected 
to  the  compressor,  bringing  its  variable  torque 
into  action,  you  will  have  the  disturbing  in- 
fluence which,  under  certain  tmhappy  condi- 
tions can  cause  excessive  hunting  or  surging. 
For  instance,  a  sudden  change  in  load  starts 
an  oscillation  which  as  already  stated  occurs 
at  a  definite  frequency.  Sujjpose  that  each 
time  the  small  car  swings  back  and  forth  in 
(  oscillation   relative   to   the   large   car,    it   re- 


ceives, in  perfect  time  harmony,  impulses 
from  the  compressor  which  are  in  a  direction 
to  amplify  the  swing.  Little  by  little  the 
oscillation  will  build  up  to  large  amplitude, 
that  is,  will  become  violent.  These  conditions 
exist  if  the  natural  oscillating  frequency 
(oscillations  per  minute)  is  exactly  equal  to 
the  revolutions  per  minute  of  the  drive- 
wheel.  If,  however,  the  impulses  occur  either 
faster  or  slowor  than  the  oscillations,  so  that 
now  and  then  the  impulse  acts  against,  instead 
of  with,  the  oscillation,  the  result  will  obvi- 
ously be  less  violent  oscillation.  And  as  the 
frequency  of  impulse,  that  is,  the  speed  of  the 
dri  .e-wheel  is  made  to  differ  m.ore  and  more 
from  the  oscillating  frequency,  the  amplitude 
of  the  oscillation  becomes  less  and  less. 
Although  by  the  m.ethod  described  in  Fig.  1 
(neglecting  the  effect  of  the  sprinp)  the  rela- 
tive displacem.ent  of  the  small  car  \\  ith  respect 
to  the  large  one  may  have  been  calculated  as. 
let  us  say,  two  inches,  we  nevertheless  find 
that  at  resonance  between  the  impulses  and 
natural  oscillations  the  actual  displacement 
becomes  many  times  larger;  also,  that  as  the 
difference  between  the  impulses  and  oscil- 
lations becomes  greater  the  displacement 
becomes  less,  ultimately  approaching  the 
value  calculated  as  in  Fig.  1  (assuming  that 
the  unbalanced  forces  acted  on  a  free  mass, 
that  is,  neglecting  the  effect  of  the  spring). 
All  of  this  applies  to  a  synchronous  motor 
driving  a  reciprocating  comjjressor. 

The  characteristic  that  synchronizing  force, 
like  spring  tension,  is  proportional  and  oppo- 
site to  the  displacement  of  the  rotor  from  the 
no  load  position,  leads  us  to  the  ven,-  con- 
venient fact  that  the  motion  of  the  rotor  in 
os(:illatit)n  must  be  harmonic.  Hence  the 
well  known  fonnula  for  the  period  of  simple 
harmonic  motion  can  be  applied,  and  the 
natural  oscillating  frequency  for  any  com- 
bination of  synchronizing  force  and  flywheel 
effect  can  be  calculated.  This  formula  will 
be  given  later. 

Such  oscillations  of  the  small  car  as  arc 
described  above  can  be  limited  to  some  extent 
by  the  use  of  a  damping  device,  such  as  a  dash 
pot.  For  instance,  in  Fig.  .").  if  an  adequate 
dashpot  were  jjlaced  between  the  two  cars  so 
that  any  relative  movement  bet\y,een  the  cars 
would  involve  a  change  in  the  daslipot  piston, 
the  free  swings  or  oscillations  (that  is.  those 
occurring  at  the  natural  frequency)  would  be 
dam])ed  out.  leaving  only  the  increased  dis- 
placement occurring  at  each  im])luse.  Bui 
even  this  displacement,  although  less  than 
that   without   dashpot.    is   many   times   that 


FLYWHEEL  EFFECT  FOR  SYNCHRONOUS  .MOTORS 


659 


which  would  occur  if  the  natural  oscillating 
frequency  were  considerably  different  from 
the  impulse  frequency.  Such  a  dashpot 
represents  the  amortisseur  winding  in  the  pole 
face  of  a  synchronous  motor  in  its  action  of 
damping  out  oscillations. 

Fig.  6  illustrates  this  condition.  It  shows 
the  angular  displacement  for  different  values 
of  flywheel  effect,  first,  in  the  dotted  line, 
neglecting  the  effect  of  synchronizing  force, 
and  second,  in  the  full  line  cur^e,  including 
the  effect  of  synchronizing  force,  and  assum- 
ing the  free  oscillations  to  be  damped  out. 
Since,  as  intimated  above,  the  oscillating 
frequency    is    a    function    of    synchronizing 


nizing  force.  The  beginning  of  this  curve  is 
interesting.  Suppose  the  small  car  in  Fig.  5 
had  zero  mass,  then  whatever  instantane- 
ous variations  occur  in  the  torque  on  the 
drive-wheel  would  be  impressed  in  full  and 
in  phase  upon  the  spring;  but  there  is  nothing 
impossible  about,  this  except  the  zero  mass. 
I  mean  that  the  periodic  displacement  from 
the  av-erage  position  would  obviously  not  be 
infinite,  but  a  value  determined  by  the  con- 
stant of  the  spring.  Thus,  if  the  momentary 
excess  torque  is,  say  50  per  cent  of  normal, 
then  with  zero  mass  the  spring  at  that  instant 
would  si^nply  be  stretched  50  per  cent  more 
than   at    normal   torque.      Thus,    in    Fig.    0, 


U5   M 


I 


Cscilt 


/^ngu/ar  Dispfocement 
^eg/eci/riQ  Synchroniz  in^  Force 


r 


r^ 


Linjtt  of  /ingu/ar 
DisplocemenC  for 
Success  fly/  Operation 


2000  \     \   4000       1     MOO   I       XOO 

^eiosocisoaa    3io       xo 


Includes  Effect 
of  SunchronuinQ  Force 


lOOpO  12000         leOOO  \l6O00      'isOOOIbft' 

Z50  200    Periodsperi^n. 


6.      Curve  Showing  Approximate  Effect  of  Synchronising  Force  Upon 

Angular    Displacement    for    Different   Values   of   Flywheel    Effect. 

Drawn  for   an   Assumed   Compressor   Unit  of  250  r.p.m. 

Synchronizing  Force  Corresponds  to  10-kw.  per 

Electrical  Degree  Displacement 


force  and  flywheel  eft'ect,  it  is  possible  to  plot 
the  natural  oscillating  frequency,  as  well  as 
flywheel  eft'ect,  as  abscissae.  The  curve  as- 
sumes a  250-r.p.m.  compressor  connected  to 
a  synchronous  motor  whose  synchronizing 
force  corresponds  to  10  kw.  per  electrical 
degree  displacement.  You  will  obser\'e  two 
peaks  of  displacement,  much  in  excess  of  the 
dotted  line  values. 

These  correspond  to  a  natural  oscillating 
frequency  equal  respectively  to  the  revolu- 
tions of  the  crank,  that  is,  2.50  per  minute, 
and  to  twice  the  revolutions,  or  500  per 
minute.  Beyond  15,000  W'B?  and  between 
the  peaks,  the  displacement  is  about  the  same 
as  the  calculated  value,  neglecting  synchro- 


starting  at  zero  flywheel  efl'ect,  there  is  a 
definite  periodic  displacement  determined  by 
the  momentarv  lead  and  the  synchronizing 
force.  Adding  W'R-  reduces  the  displacement 
until,  by  approaching  a  critical  natural  oscil- 
lating frequency,  the  displacement  is  again 
increased,  passing  through  a  peak  at  reso- 
nance— and  so  on.  Obsen-e  that  when  a 
difference  of  20  to  25  per  cent  exists  between 
the  im.pulse  frequency  and  the  natural  oscil- 
lating frequency,  say  at  16,000  W'B?  or  at 
6000  W'R-,  the  displacement  approaches  the 
values  as  calculated,  neglecting  synchroniz- 
ing force. 

Thus  in  going  over  a  whole  range  of  values 
of  ]^7?^  we  find  that  the  problem  is  really  one 


660     August,  1020 


CxENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  No.  8 


connected  story,  not  two;  yet  at  the  same 
time  the  story  itself  suggests  a  division  for 
practical  calculation.     It  is  this: 

(1)  Calculate  from  the  crank  effort  curve 

the  value  of  \VR-  required  to  limit 
angular  displacement  to  a  given 
value,  neglecting  the  effect  of 
synchronizing  force. 

(2)  Then  see  if  this  WR'  causes  the  natural 

oscillating  frequency  to  fall  in  a 
critical  range,  that  is,  within  20 
per  cent  of  the  revolutions,  thus 
causing  greatly  increased  displace- 
ment. If  so,  the  WR  must  be  in- 
creased until  the  required  differ- 
ence is  obtained. 

For  reasons  discussed  later,  the  present 
limit  for  angular  displacement  which  we 
consider  necessar>'  for  satisfactory  operation 
is  plus  or  minus  3.5  electrical  degrees.*  For 
instance,  in  Fig.  6  the  calculated  WR  re- 
quired to  limit  the  displacement  to  plus  or 
minus  3.5  electrical  degrees  is,  by  dotted 
curve  10,500.  But  this  value  would  cause  a 
natural  frequency,  as  noted  on  abscissa,  equal 
to  about  250,  that  is,  equal  to  the  revolutions 
per  minute.  Hence  the  U'R-  must  be  in- 
creased to  about  15,000. 

The  formula  for  calculating  the  oscillating 
frequency  is  simple,  but  the  determination 
of  one  of  the  factors  in  it  is  a  very  difficult 
matter.  It  has  been  shown  that  the  char- 
acteristic of  synchronizing  force  is,  for  our 
consideration,  the  same  as  that  of  a  spring. 
That  is,  this  force  on  the  rotor  at  any  angular 
displacement  is  proportional  and  opposite  to 
the  displacement.  This  is  the  definition  of 
harmonic  motion.  Hence  the  well  known 
formula  for  the  period  of  harmonic  motion 
can  be  used.    Thus,  the  period  is 

T  =  '2t^I  -  seconds 

where. 

/  =  moment  of  inertia 

(T  =  ratio    of    torque  to  angular 
displacement. 

With  proper  substitution,  the  formula  for 
natural  frequency  of  oscillation  becomes, 

^_ 3.5200    jp;;~f 

''  -RPMyjvrR'-  periods  per  mm. 

*  To  reduce  this  to  mechanical  degrees  divide  by  one  half  the 
number  of  poles. 


where, 

Po  =  factor  depending  upon   syn- 
chronizing force. 
/"=  frequency  of  supply  voltage 
in  cycles  per  second. 
ir7<=  =  fl3-wheel  effect  on  lb.  ft.* 

For  motors  with  uniform  airgap  the  factor 
Po  is  easily  determined  from  calculation  or 
test.  But  in  salient,  or  definite  pole  machines, 
which  constitute  practically  all  that  are  now 
built,  this  factor  is  extremely  difficult  to  cal- 
culate and  can  be  determined  experimentally 
only  by  very  elaborate  tests.  An  investiga- 
tion extending  over  some  three  years  has 
given  a  method  of  calculating  Po,  and  nec- 
essan.-  tests  have  been  made  to  confirm  the 
calculation.  Hence,  although  the  calculation 
is  rather  involved,  it  is  nevertheless  worth- 
while, if  we  would  keep  out  of  trouble. 

I  have  outlined  the  factors  which  are  in- 
volved in  the  determination  of  the  proper 
flywheel  effect ;  or  in  other  words,  have  stated 
the  problem,  and  also  have  indicated  roughly 
the  method  which  has  been  found  to  be  the 
most  practical  one  for  solving  any  particular 
case.  I  shall  now  touch  upon  some  of  the 
more  general  aspects  of  the  problem. 

The  problems  for  those  of  us  to  answer 
who  are  interested  in  the  electrical  side 
of  this  problem  (which  includes  the  cus- 
tomer) is  this:  What  value  of  power  pulsa- 
tion are  we  willing  to  accept  as  reasonable"' 
This  is  the  equivalent  of  asking:  What 
periodic  angular  displacement  are  we  willing 
to  allow?  To  answer  these  questions  we  must 
make  inquiry  as  to  what  harm  such  power 
pulsations  produce.  The  first  thing  that 
naturally  comes  to  our  mind  is  the  disagreeable 
feeling  which  seizes  us  when  we  see  an  am- 
meter or  wattmeter  needle  surging  across 
the  scale,  a  feeling  that  tells  us  at  each  new 
pulsation  that  something  serious  is  certainly 
going  to  happen  at  the  next  swing.  But  it 
never  happens,  at  least  rarely  happens.  I 
have  ne^er  seen  a  motor  "kick"  out  of  syn- 
chronism as  a  result  of  surging  or  hunting. 
although,  of  course,  such  a  thing  is  i^ossible. 
The  jjoint  is,  it  is  an  extremely  rare  occurrence. 
We  therefore  face  this  interesting  point:  If 
we  have  to  look  at  the  ammeter  to  tell 
whether  there  is  trouble,  can  we  iustly  call 
that  trouble?  Moreover,  the  complete  ab- 
surdity of  the  point  is  brought  out  by  the 
fact  that  ammeters  can  be  made,  and  are 
made  and  used,  which  will  not  follow  the 
pulsations.  The  current  may  vary  100  per 
cent  from  the  average,  vet  the  ammeter  mav 


FLYWHEEL  EFFECT  FOR  SYNCHRONOUS  MOTORS 


661 


show  only  5  per  cent.  Hence,  in  such  cases 
meter  swinging  in  itself  surely  cannot  be 
taken  as  the  cause  of  any  contention.  Con- 
versely, and  this  is  very  important,  we  must  not 
assume  that  just  because  the  ammeter  is  quiet 
there  are  no  power  pulsations.  We  must 
therefore  drop  this  point  as  of  no  value  in 
determining  a  limit  for  angular  displacement. 

Ho\ve\-er,  there  are  good  reasons  for  setting 
a  limit.  The  principal  one  is  the  vibration 
of  certain  parts  of  the  motor  caused  by  the 
pulsation,  and  all  that  the  vibration  leaves 
in  its  wake.  I  think  it  is  true  that  almost 
any  machine,  of  whatever  manufacture, 
designed  for  normal  service  would  ultimately 
fail  if  subjected  to  incessant,  serious  vibration. 
The  failure  may  be  either  mechanical  or 
electrical.  Parts  which  are  mechanically 
strong  enough  and  adequately  held  for  normal 
service,  may,  when  subjected  to  such  vibra- 
tion, gradually  work  loose.  On  the  other 
hand,  the  pulsating  torque,  exerted  on  the 
annature  coils,  may  cause  them  to  work 
loose  in  the  slot.  Breathing  of  the  projecting 
portion  of  these  coils  will  cause  chafing  of 
the  insulation,  and  ultim.ate  failure.  Even 
if  the  projecting  portions  were  bound  firmly 
to  supporting  rings  (which  construction  on 
the  slow  speed  motors  in  question  is  not 
required  for  any  other  reasons)  the  continued 
reversal  of  stress  in  the  insulation,  just  as 
in  metal,  would  gradually  produce  fatigue, 
in  this  case  both  m.echanical  and  dielectric 
fatigue,  with  the  result  that  the  life  of  the 
coil  would  be  seriously  shortened. 

Serious  pulsation  also  lowers  the  efficiency 
and  causes  unnecessary  heating  of  the  arma- 
ture coils.  A  pulsating  current,  delivering 
the  same  average  power  as  a  steady  current, 
will  cause  more  loss  in  the  windings  than  the 
latter.  Moreover,  the  oscillations  cause  loss 
in  the  arr.ortisseur  or  darr.ping  winding  in 
the  pole  face.  Another  point  is  that  the 
pulsating  current  taken  from  the  line  iray 
cause  corresponding  fiucttiations  in  the  line 
voltage,  if  the  impedance  of  the  supply  lines 


is  appreciable.  This,  however,  is  not  a 
serious  matter  if  the  motor  is  connected  to  a 
large  power  supply  system  through  low  im- 
pedance feeders. 

What,   then,   shall  we  call  the  limit?     In 
the  early  days  2.5  electrical  degrees,  plus  or 


Fig.  7.     32-pole  Rotor  for  Synchronous  Motor  Showing 
Construction  and  Amortisseur  Winding 

n'inus,  was  established.  Step  at  a  time,  and 
guided  by  experience,  we  have  raised  that 
limit  to  3.5  degrees.  We  know  that  with  the 
average  run  of  machines  one  degree  deviation 
will  cause  from  3  to  6  per  cent  of  full  load 
current;  hence  the  above  limit  means  a 
pulsation  of  about  plus — m_inus  10  to  20  per 
cent,  a  total  variation  of  from.  20  to  40  per 
cent.  Present  experience  indicates  that  this 
limit  should  not  be  exceeded.  It  is,  however, 
entirely  a  matter  of  experience,  which  the 
future  mav  modify- 


662     August,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  8 


Melbourne  Suburban  Electrification,  Australia* 

By  W.  D.  Bearce 
R.\iLW.\y  .\ND  Traction  Engineering  Department,  General  Electric  Company 

Before  selecting  the  equipment  to  be  used  in  electrifying  the  extensive  suburban  steam  lines  out  of  Mel- 
bourne, Australia,  a  careful  analysis  was  made  with  the  result  that  high-voltage  direct-current  equipment  was 
decided  upon  in  view  of  the  fact  that  this  system  of  electrification  would  not  entail  so  great  an  initial  outlay 
and  annual  expense  as  would  the  single-phase  system.  The  analysis  is  of  especial  weight  because  of  the  magni- 
tude of  this  suburban  enterprise — one  involving  the  electrification  of  336  single-track  miles  (153  route  miles), 
the  equipping  of  400  motor  cars  and  400  trailer  cars,  and  the  installation  of  15  substations  having  a  total 
ultimate  capacity  of  81,000  kw.  Mr.  Bearce  has,  in  the  following  article,  summarized  the  principal  features 
of  the  electrification. — Editcr. 


The  electrification  of  the  Victorian  Railway 
lines  radiating  from  the  City  of  Melbourne, 
Australia,  is  the  most  extensive  suburban 
steam  road  conversion  in  the  world.  The 
project  was  initiated  in  1913  by  the  State  of 
Victoria,  which  operates  all  of  the  steam  roads 
in  this  State.  The  decision  to  electrify  was 
followed  by  exhaustive  study  of  the  available 
systems  by  Merz  and  AIcLellan.  Consulting 
Engineers,  and  a  decision  to  use  1500-volt 
direct  current  as  the  most  economical  both  in 
first  cost  and  cost  of  operation.  Estimates  of 
the  relative  cost  of  1.500-volt  direct-current 
and  11,000-volt  single-phase  equipment  were 
published  in  December,  1912,  by  the  Consult- 
ing Engineers  after  a  thorough  analysis  of 
proposals  submitted  by  twenty  different 
manufacturers.  These  figures  included  the 
cost  of  power  plant,  transmission,  substations, 
overhead  distribution,  rolling  stock  and 
alterations  to  existing  equipment. 

The  following  figures,  taken  from  this 
report,  show  the  relative  cost  of  installation 
and  annual  cost  of  operation  (including  power, 
maintenance,  and  interest  charges). 


Initial  Cost 

Annual  Expense. 


Direct  Current  ;     Single  Phase 


$11,636,964 
1,235,286 


$14,857,137 
1,578,241 


The  recommendations  of  the  General 
Electric  Companv  as  to  the  general  features 
of  the  electrification  were  accepted  in  practi- 
cally every  respect,  and  the  motor  and  control 
equipment  of  the  400  motor  cars  is  of  standard 
General  Electric  design. 

General  Features 

The  Melbourne  Suburban  System  consists 
of  approximately  336  single-track  miles  in- 
cluding parallel  tracks  and  sidings.  A  larger 
part  of  the  system  is  equipped  with  double 

♦Abstracted  from  a  series  of  articles  in  The  Commonwealth 
Engineer  (Melbourne),  by  E.  P.  Grove,  in  charRe  of  the  installa- 
tion for  Mertz  &  McLellan.  Consulting  Engineers. 


track  and  there  are  some  four  and  six-track 
lines,  distributed  as  shown  in  Table  I.  This 
table  also  indicates  a  total  of  153  miles  of  route. 

TABLE   I 

MILES  OF  ROUTE  AND  SINGLE  TRACK 
MELBOURNE  SUBURBAN   RAILWAYS. 


Miles 

Single  Track 

Ba.sis 

Miles 
Route 

6  track 18.90 

4  track 21.44 

3  track 6.69 

2  track 220.00 

1  track 33.00 

Sidings                           36.00 

3.15 

5.36 

2.23 

110.00 

33.00 

Total ,         336.03                    153.74 

The  standard  construction  consists  of  ICO- 
Ib.  T  section  rails  double  spiked  to  untreated 
ties  0  ft.  by  10  in.  by  5  in.  and  spaced  2  ft.  10  in. 
centers  with  1  ft.  S  in.  spacing  at  joints.  The 
road  bed  is  rock  ballasted  to  a  depth  of  15  in. 
and  the  tracls  arc  located  11  ft.  S  in.  apart. 
The  track  gauge  is  5  ft.  3  in.  and  the  cur\ature 
is  limited  to  a  maximum  of  approximately 
10  deg.  which  occurs  on  the  Flinders  Street 
viaduct.  The  line  between  Sandringham  and 
Broadmcado^^s.  which  includes  the  initial 
electrically  operated  line,  may  be  taken  as 
typical  of  the  system.  This  branch  contains 
a  maximum  grade  of  2  ])er  cent,  and  for  a 
distance  of  approximately  9  miles  the  average 
grade  is  O.S.")  per  cent.  The  maximum  speed 
allowable  on  this  section  is  52  m.p.h.  with 
slow  downs  on  some  of  the  curves.  Practically 
all  of  the  curves  have  a  150-ft.  easement 
approach. 

The  contracts  for  electrification  which  were 
made  in  1913  contem])latcd  the  electric 
operation  of  this  entire  suburban  district. 
Owing  to  the  precipitation  of  the  European 
War  actual  constmction  was  seriously  handi- 
capped, and  the  official  opening  took  place 
May  2S,  1919.    The  first  electrical  operation 


MELBOURNE  SUBURBAN  ELECTRIFICATION.  AUSTRALIA 


663 


inckidcd  the  section  of  line  between  Sand- 
ringham  and  Essendon.  This  line  extends 
approximately  due  north  from  the  Flinders 
Street  terminal  to  Essendon  and  south  to 
Sandringham.  With  the  exception  of  the 
portions  around  the  terminal  station,  the  line 
is  practically  all  double  track. 

The  population  of  the  city  of  Melbourne, 
including  suburbs,  according  to  the  1912 
census,  was  approximately  70(1, ()(l().  There 
is  a  large  outlving  residential  district  which  is 


supplied  with  frequent  and  high-speed  train 
service,  handling  a  very  heavy  suburban 
traffic.  Electrification  was  adopted  in  pref- 
erence to  the  construction  of  additional  lines 
and  parallel  tracks  to  handle  the  rapidly 
increasing  business. 

Instead  of  locomotives  and  trailing  pas- 
senger coaches,  the  entire  passenger  traffic 
will  be  handled  by  multiple-unit  motor-car 
trains.  At  present  no  provision  is  being  made 
for  handling  freight  traffic;  and  steam  loco- 


t 


ViCT'Ji.AN    Railways.* 
M-       OF    suat;Ra-.N    system. 


-e- 


Fi^.  1.      Map  of  Electrified  Lines 


664     August,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  S 


motives  will  be  employed  for  this  purpose 
until  the  passenger  service  has  been  fully 
taken  care  of. 

Rolling  Stock 

The    suburban    trains    on    the    Melbourne 
system  are  made  up  of  units  each  consisting 


Fig.  2.      Multiple  Unit  Passenger  Train  on  1500-volt  Electric  Zone 

of  a  motor  car  and  a  trail  car  which  can  be 
operated  from  either  end.  The  normal  six- 
car  train  will  thus  be  made  up  of  three-units 
(three  motor  cars  and  three  trailers).  The 
initial  orders  for  rolling  stoc'v  included  the 
equipment  for  400  motor  cars  and  400  trail 
cars  adapted  to  operate  either  from  the  motor 
car  or  trailer.  About  4.5  per  cent  of  these  cars 
are  of  the  compartment  type  with  swing  doors, 
the  remainder  being  of  a  combination  type 
with  sliding  doors  and  cross  seats,  and  a 
corridor  running  the  full  length  of  the  pas- 
senger section.  A  larger  part  of  these  cars 
are  partitioned  into  sections  to  form  smoking 
and  non-smoking  compartments.  The  seating 
accommodation  and  weights  of  the  cars  are  as 
given  in  Table  II. 

TABLE  II 


The  number  of  cars  at  present  equipped  for 
electric  traction  is  as  shown  in  Table  III. 

Electrical  Equipment 

The  electrical  equipment  for  the  400  com- 
plete motor  coaches  and  400  trailer  coaches 
was  furnished  by  the  General  Electric  Com- 
pany and  consisted  briefly  of  the 
following : 

Sixteen  hundred  GE-237.  140- 
h.p.  7r>0  1500-volt  ventilated 
motors  with  gears  and  pinions. 
Four  hundred  current-collect- 
ing equipments  including  sliding 
pantograph  with  devices  for 
raising  and  lowering  and  acces- 
sories. 

Four    hundred    Sprague    GE 
type  M  control  equipments  in- 
cluding   circuit    breakers,    con- 
uctors,    reversers    and    master 
Mntrol  equipment. 
Four  hundred  auxiliary  equip- 
ments including  dynamotor,  air 
compressor,  auxiliary  devices  for 
control  and  lighting  circuits. 

Each  motor  car  is  equipped 
with  four  GE-237  motors,  the 
motors  on  each  car  being  con- 
nected two  in  series  for  operation 
on  the  1.5()0-volt  trolley.  The 
field  coil  windings  are  provided  with  taps  so 
that  20  per  cent  of  the  field  can  be  cut  out 


Fig   3.      GE.237  Ventilatei  Railway  Motor 


Seats 

2U0U-lb. 

Tons 
Equipped 

Sliding  door  motor  car 

Swing  door  motor  car.  .           ... 

84 
80/70 

84 
80/70 

94 

90 

53.57 
52.41 

Sliding  door  driving  trailer 

Swing  door  driving  trailer 

Sliding  door  non-driving  trailer. 
Swing  door  non-driving  trailer  .  . 

30.88 
29.43 
30.69 
28.48 

TABLE  III 

Swing-door 
Type 

Sliding- 
door  Type 

193 

29 

161 

Toul 

Mot 
Dri\ 

ors  ... . 
ing  trai 
-driving 

crs 

164 
27 

359 
56 

Non 

trailers 

126 

287 

317 

385        I 

702 

MELBOURNE  SUBURBAN  ELECTRIFICATION,  AUSTRALIA 


665 


automatically  for  high-speed  running.  The 
gear  ratio  is  7-1/23,  giving  maximum  speed 
of  approximately  52  miles  per  hour  on  level 
tangent  track. 

The   collector  is   of   the   pantograph   type 
having  two  sliding  pan  shoes.    These  shoes  are 


ing  current  for  each  motor  coach,  can  be 
collected  without  sparking.  The  working 
range  is  from  14  ft.  (i  in.  to  21  ft.  6  in. 

The  pantograph  is  raised  by  admitting 
compressed  air  to  the  working  cylinder 
mounted  on  the  base  of  the  collector.     The 


Fig.  4.      1500-volt  Contactor  Box  for  Type  M  Control 


spring  supported  and  free  to  move  independ- 
ently. Each  shoe  has  two  strips  of  contact 
copper  about  2  in.  wide  and  i^  in.  thick,  so 
arranged  as  to  form  a  pan  between  them 
which  is  filled  with  graphite  grease.  The 
contact  strips  are  replaceable,  and  the  design 
is  such  that  the  greatest  amount  of  surface 
is  provided  in  the  center  where  the  maximum 


i^^^^SR^ 


Fig.  5. 


One  of  the  1500-kw..  1500-volt  Synchronous  Converters 
Installed  in  Jolimont  Substation 


running  occurs.  The  over-all  width  of  the 
contact  surface  is  45  in.  The  upward  pressure 
of  the  pantograph  on  the  contact  wire  is 
approximately  25  lb.  and  with  a  reasonably 
clean  wire  a  current  of  considerably  more 
than  500  amp.,  the  maximum  normal  operat- 


valves  controlling  this  cylinder  are  of  the 
electro-pneumatic  type,  mounted  near  the 
master  controller,  and  they  can  be  remotely 
controlled  from  the  leading  cab  so  that  panto- 
graphs can  be  raised  or  lowered  on  all  cars 
simultaneously. 

Control  current  at  ap]3roximatcly  750  volts 
is  supplied  by  the  dynamotor  for  operation  of 
the  various  control  circuits  and  for  lighting 
accessories.  The  main  contactors  are  actuated 
from  the  master  controller  containing  a 
single-contact  cylinder  with  stationary  fingers. 
The  action  of  the  contactors  is  automatic,  the 
master  controller  having  only  four  points 
forward  and  two  reverse.  These  points  are 
1  nown  as  switching,  series,  parallel  lap,  and 
parallel.  The  switching  and  lap  positions 
include  resistances  in  circuit.  Each  car  is 
provided  with  an  automatic  line  circuit 
breaker,  which  is  also  used  to  make  and  break 
current  to  the  motors,  being  the  last  switch 
to  close  the  motor  circuit  and  the  first  to  open. 
When  tripped  by  overload,  this  switch  is 
reset  by  an  electro-magnet  controlled  from  the 
motorman's  cab. 

The  reverser  is  of  the  drum  type,  also 
electrically  operated  and  is  controlled  by  two 
electro-magnets,  one  for  each  position.  This 
switch  is  connected  to  reverse  the  fields  of  the 
motors.  Train  acceleration  is  entirely  auto- 
matic, being  controlled  by  current-limiting 
relays  which  insure  the  completion  of  each 
step  before  the  next  step  is  taken. 

The  air  compressor  is  of  the  standard 
General    Electric   center-gear   type   operated 


666     August,  1920 


GEXER\L  ELECTRIC   REVIEW 


Vol.  XXIII.  Xo.  8 


MELBOURNE  SUBURBAN  ELECTRIFICATION,  AUSTRALIA 


667 


directly  from  the  L500-volt  trolley.  It  has  a 
capacity  of  25  cu.  ft.  of  free  air  per  minute, 
and  is  controlled  automatically  by  an  air 
compressor  governor  operated  by  an  air 
cylinder.  The  normal  pressure  on  the 
rcser\-oirs  is  100  lb.  per  sq.  in.  The  air  brakes 
are  of  the  compressed  air  type  commonly 
used  in  the  United  States  for  multiple-unit 
train  service.  Two  pipe  lines  are  installed, 
one  connecting  the  reservoirs  and  the  other 
known  as  the  train  pipe  line.  The  air  com- 
pressor governors  are  arranged  to  operate 
simultaneously  so  that  the  work  is  unifonnly 
divided    between    the    several    compressors. 

Power  Station 

The  central  power  station  for  the  system 
is  located  at  Newport  on  the  River  Yarra. 
This  location  is  also  adjacent  to  an  arm  of 
Port  Phillip  Bay,  from  which  a  plentiful 
supply  of  cold  water  can  be  obtained  for  con- 
densing purposes. 

The  electric  power  is  obtained  from  steam- 
turbine  generator  sets  which  deliver  three- 
phasa  25-cycle  alternating  current  at  3300 
volts.  Provision  is  made  for  six  10,0()0-kw. 
units  operating  at  210-lb.  steam  pressure  with 
a  normal  vacuum  of  '2S^4  inches. 

The  3301)-volt  three-phase  current  is  step- 
ped up  through  a  bank  of  three  single-phase 
transformers,  for  each  generating  unit,  to 
20,000  volts.  The  20,000-volt  feeders  are  13 
in  number,  all  three-phase  lead-covered 
armored  cable.  These  feeders  are  laid  under- 
ground in  trenches  in  the  congested  parts  of 
the  district,  while  overhead  transmission  lines 

TABLE  IV 

1500-VOLT  DIRECT-CURRENT   SUBSTATION 
EQUIPMENT 


Sub  tation 

No.  Units 
tJltimate 

Size  Unit; 
Kilowatts 

Total 
Kilowatts 

Tolimont 

6 

4 
3 
2 

3 
3 
3 
2 

2 
3 
2 
3 
2 
3 
3 

3000 
1500 
3000 

750 
1500 

750 
3000 

750 

750 
3000 

750 
3000 

750 
1500 

750 

18000 

Middle  Brighton 

Newmarket 

Glenroy 

Newport 

Albion  . 

6000 
9000 
1500 
4500 
2250 

North  Fitzrov 

9000 

Reservoir. 

1500 

Macleod 

East  Camberwell 

1.500 
9000 
1.500 

Caulfield 

9000 

Springvale 

1500 
4500 

Seaford. 

2250 

To'-al. 

44 

81,000 

are  used  on  some  of  the  outlaying  portions 
of  the  distribution  network.  Coal  is  brought 
in  from  Spotswood  over  a  branch  line  from 
the  main  tracks.  There  are  two  boiler  houses, 
each  equipped  with  12  boilers  of  the  Babcock 
and  Wilcox  marine  type.     Coal  bunkers  are 


4 


Fig.  10.      1500-volt  Direct -current  Line  Breaker 

provided  with  a  total  capacity  of  3000  tons. 
Coal  from  these  bunkers  is  fed  by  gravity 
chutes  direct  to  the  chain  grate  stokers. 

Substation  Equipment 

The  present  plan  for  electrification  includes 
the  construction  of  1.')  substations  for  deliver- 
ing 1.500-volt  direct  current  to  the  various 
sections  of  the  line.  These  stations  are 
located  as  shown  in  Table  IV. 

In  addition  there  are  one  or  two  (JOO-volt 
substations  connected  to  the  transmission  line 
for  supplying  local  tramway  systems.  Owing 
to  the  delays  caused  by  war  conditions,  only 
five  of  these  stations  have  so  far  been  placed 
in  service.  In  the  Jolimont  station  four 
l.jOO-kw.  General  Electric  units  are  operating 
temporarily,  pending  the  receipt  of  3000-kw. 
units  for  this  station.  These  machines  are 
of  the  standard  commutating-pole  type, 
starting  from  high-voltage  taps  on  the 
transformers,  and  wound  for  1500  volts 
direct  current  per  commutator.  Two  1500- 
kw.  units  of  English  manufacture  have  also 
been  installed  in  the  Middle  Brighton  sub- 
station and  two  3000-kw.  units  in  the  New- 
market station.  There  are  also  three  1500- 
kw.  units  installed  in  the  Newport  sub- 
station and  similar  equipment  at  North 
Fitzroy.      The    total    substation    equipment 


068     August,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  No.  S 


provided  under  the  plans  now  drawn  includes 
44  units  with  a  total  capacity  of  81,000  kw. 

Direct-current  Distribution 

The  1500-volt  current  is  transmitted  to  the 
motor  cars  through  overhead  contact  conduct- 
ors of  the  catenary  type.  Over  the  main 
suburban  tracks  the  normal  construction 
consists  of  a  0.25  sq.  in.  hard-drawn  grooved 
copper  contact  wire  supported  from  a  stranded 
hard-drawn  copper  cable  of  either  0.25  sq.  in. 
or  0.375  sq.  in.  cross  section.  This  gives  an 
equivalent  sectional  area  of  0.5  or  more 
square  inches,  corresponding  to  from  650,000 


head  construction  is  supported  on  steel 
bridges  with  anchor  structures  approximately 
3000  ft.  apart  on  which  the  tensioning  device 
is  located.  The  intermediate  supports  are 
located  at  inten-als  of  300  feet  on  tangent 
track  with  somewhat  closer  spacing  on  cun-es. 
Special  construction  is  necessary-  where  the 
structures  are  required  to  carr\-  signal 
equipment  and  also  on  the  four  and  six-track 
sections. 

The  construction  on  sidings  is  similar  to  the 
main  line,  except  that  a  contact  conductor  of 
0.125  sq.  in.  is  used,  and  a  stranded  steel 
messenger. 


Fig.  11.     Slider  Pantograph  Collector 

to  800,000  circular  mils  section.  There  are  no 
paralleling  feeders  other  than  the  catenary 
supporting  wire.  Owing  to  the  poor  con- 
ducting qualitv  of  the  fexible  supporting 
droppers  which  employ  a  section  of  link 
chain  to  obtain  flexibility,  the  catenary  sup- 
port is  connected  to  the  contact  wire  at 
inter\-als  of  about  600  ft.  The  contact  wire 
is  maintained  in  constant  tension  at  25(0  lb. 
per  sq.  in.  by  cast-iron  weights  arranged  at 
each  end  of  sections  about  3000  ft.  in  length. 
This  scheme  is  intended  to  provide  for  changes 
due   to  temperature  variations.      The   ovcr- 


Ftg.  12.      Double  Track  Section  in  Electric  Zone 

All  of  the  electrical  equipment  for  the 
rolling  stock  including  motors,  control  and 
compressors  and  auxiliary  switching  is  of 
General  Electric  design.  The  General 
Electric  Company  has  also  furnished  some  of 
the  substation  equipment.  The  remainder  of 
the  installation  has  been  supplied  from  firms 
in  Great  Britain  and  from  local  Australian 
manufacturers.  The  engineering  and  design 
for  the  complete  system  has  been  carried  out 
under  the  direction  of  Mcrz  and  McLcllan. 
Consulting  Engineers  of  New  Castle,  England, 
under  the  direction  of  E.  P.  Grove. 


669 


A  New  Short-circuit  Calculating  Table 

By  W.  W.  Lewis 
Power  and  Mining  Engineering  Department,  General  Electric  Company 

A  description  of  an  entirely  new  development  for  calculating  short-circuit  currents  in  large  power  networks 
was  published  in  the  General'Electric  Review  for  October,  1916.  This  calculating  table  was  later  improved 
and  enlarged,  and  a  description  of  the  table  and  methods  of  employing  it  for  the  calculation  of  short-circuit 
problems  was  published  in  the  General  Electric  Review  for  February,  1919.  The  value  of  this  calculator 
was  at  once  recognized  bv  large  power  companies  and  a  number  of  them  have  been  built  and  sold  to  companies 
operating  large  transmiss'ion  systems,  although  the  device  was  not  originally  developed  as  a  commercial  article. 
Further  improvement  in  this  calculating  tabic  is  described  and  illustrated  in  this  article. — Editor. 


The  short-circuit  calculating  table  and  its 
use  have  been  described  in  previous  issues  of 
this  magazine.*  Since  the  Original  table 
was  built  in  1916,  many  improvements  have 
been  made  to  increase  its  accuracy  and 
simplify  its  operation. 

A  new  table  has  recently  been  installed 
in  the  Power  and  Mining  Engineering  Depart- 
ment of  the  General  Electric  Company 
which,. for  the  present  at  least,   is  the  last 


one  giving  a  ten  per  cent  setting  and  the 
left-hand  one  a  one  per  cent  setting,  so  that 
it  is  possible  by  this  means  to  set  accurately 
on  the  nearest  per  cent  reactance.  A  total 
of  104  rheostats  are  provided,  20  of  these 
being  connected  as  generators  and  84  as 
lines.  Six  of  the  line  rheostats  may  be  con- 
verted into  generator  rheostats  by  small 
switches  on  the  horizontal  part  of  the  table. 
The  network  to  be  studied  is  set  up  in  min- 


1  :r?K:«i^i"r^ 


B.i.vfi.i  ii: 


Fig.  1. 


Short-circuit  Calculating  Table  with  Set-up  of 
System  Shown  in  Diagram.  Fig.  3 


Fig.  2.      Back  View  of  Short-circuit  Calculating  Table 
Shown  in  Fig.  1 


word  in  this  sort  of  device.  It  is  well 
illustrated  in  Figs.  1  and  2,  which  show 
^especti^•ely  front  and  rear  views.  The 
rheostats  consist  of  tubular  resistance  ele- 
ments with  taps  brought  out  and  connected 
to  buttons  on  the  back  of  the  board.  On  the 
front  of  the  board  is  an  etched  dial  plate 
calibrated  in  per  cent  reactance.  Each 
rheostat    has    two    handles,    the    right-hand 

*Gener.\l  Electric  Review.  Oct..  1916.  p.  901;  Feb.,  1919. 
p.  143. 


iature  with  the  assistance  of  telephone  cords, 
plugs  and  jacks. 

When  the  telephone  cords  are  not  in  use 
they  are  held  out  of  the  way  by  weights, 
only  the  plugs  protruding  from  the  front  of 
the  board.  Each  rheostat  is  wired  to  an 
ammeter  bus  and  by  pressing  a  button  the 
current  passing  through  any  rheostat  may 
be  read.  Thtis  the  total  short-circuit  current, 
the  current  giv-en  by  each  generator,  and  the 


670     August,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  Xo.  S 


67^/ 


vMT. 


iso% 


/VW, 


■^ 


—L 


■^ 


22  l7-r^        6  37. 


A/\J\A 


/r 


wlv'^- 


/I 


B   .^^-L 


IWVi 


VWV 


VWV 

Avv^ 


I TJr. " 


r-*-f-Q— * 


■XF 


o% 


§_/^  119.  S  7. 


2    « 


A/Wv 


«): 


2<i7. 


r. -^|0'*«''- 


#/^?i 


"tMI- 


-o 


J7.5% 


</.zr. 


^'Oli- 


^'X 


2264% 


Base  for  Reactance  tSOOO  Hv-a. 
X/ndicates  Points  of  Short 
Circuit  TaHen  One  at  a  Time. 


Fig.  3.     Diagram  of  Transmission  System  as  Set  up  on  Calculating  Tabic  and  Illustrated  in  Fig    1 


A  NEW  SHORT-CIRCUIT  CALCULATING  TABLE 


671 


Fig.  4.      Enlarged  Calculating  Table  Made  by  Adding 
to  the  Original  Table  Built  in  1916 

current  passing  through  each  portion  of  the 
circtiit,  may  be  read  in  a  very  short  time  after 
the  system  is  set  up.  A  three-position  switch 
gives  three  ranges  on  the  ammeter  and  a 
switch  is  provided  for  reversing  the  polarity. 
A  key  is  also  provided  for  converting  the 
ammeter  into  a  voltmeter  for  reading  the 
potential  of  the  supply  circuit. 

The  table  is  designed  for  operation  on  a 
100-  to  125-volt,  two-wire,  direct-current  cir- 
cuit. A  small  lamp  over  the  ammeter  serves 
to  light  the  instrument  and  also  acts  as  a 
voltage  indicator.  Switchboard  lamps  at  the 
top  of  the  table  furnish  general  ilhmiination. 

Fig.  3  shows  the  diagram  of  the  trans- 
mission system  which  is  set  up  on  the  cal- 
culating table  illustrated  in  Fig.  1 . 

Two  sizes  of  tables  have  been  designed, 
the  one  previously  described  with  10-t  rheo- 
stats and  a  smaller  one  with  50  rheostats. 
They  can  also  be  made  with  fixed  instead  of 
adjustable  resistors.  These  are  suitable  for 
some  systems  whose  lines  are  more  or  less 
stable.  The  following  is  a  list  of  the  com- 
panies and  institutions  now  having  cal- 
culating tables: 

Alabama  Power  Co. 

General  Electric  Co. 

Georgia  Institute  of  Technology 

Hydro-Electric    Power    Commission    of 
Ontario 


New  England  Power  Co. 
Public    Service    Co.    of    New 

Jersev 
Turners  Falls  Pwr.  &  Elec.  Co. 
Westinghouse  Elec.  &  Mfg.  Co. 

The  New  Jersey,  New  England 
and  Ontario  Companies  have  tables 
with  fixed  resistors,  the  others  with 
adjustable  resistors.  All  the  tables 
are  modelled  more  or  less  on  the 
original  one  described  in  the  Octo- 
ber, 1!)1(),  General  Electric  Re- 
view. 

;^  s  a  m.atter  of  interest  there  are 
reproduced  in  Figs.  4  and  5,  the 
original  table  of  1916  as  enlarged 
and  rebuilt  in  1917,  and  an  im- 
proved table  built  for  a  power 
company  in  1918. 

It  may  be  readily  appreciated 
that  the  labor  of  solving  short- 
circuit  problems  is  greatly  reduced 
by  the  latest  table,  and  that  its 
conveniences  have  materially  added 
to  the  speed  and  accuracy  of  the 
work  connected  with  such  prob- 
lems. 


r 


Fig.  5.     Improved  Calculating  Table  Built  for 
a  Power  Company,  1918 


072     August.  1C20 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  8 


The  Production  and  Measurement  of  High  Vacua 

PART    III 

METHODS  FOR  THE  PRODUCTION  OF  LOW  PRESSURES— ( Cont'd) 

By  Dr.  Saul  Dushmax 

Research  Laboratory,  General  Electric  Company 

The  first  installment  of  this  series  discussed  the  bearing  which  the  fundamental  principles  of  the  kinetic 
theory  of  gases  has  upon  the  production  and  measurement  of  high  vacua.  The  second  installment  discuss;d 
the  fundamental  theory  of  vacuum  pumps  and  described  the  construction  and  operation  of  the  mechanical 
types  of  pump.  The  present  section  of  the  article  deals  with  Gaede's  diffusion  pump,  Langmuir's  condensa- 
tion pump,  and  others  of  th?  mercury  vapor  type.  An  appendix  furnishes  remarks  relative  to  the  care  and 
operation  of  exhaust  equipment. — Editor. 


MERCURY   VAPOR    PUMPS-" 

The  fact  that  a  reduction  in  pressure  can  be 
obtained  by  a  blast  of  steam  or  air  has  been 
known  and  applied  in  the  industn.-  for  a  long 
time.  In  steam  aspirators  or  ejectors  such 
as  are  used  for  producing  the  low  pressure 
required  in  the  condenser  of  a  steam  turbine, 
"the  high  velocity  of  the  jet  of  steam  causes, 
according  to  hydrodynamical  principles,  a 
lowering  of  pressure,  so  that  the  air  to  be 
exhausted  is  sucked  directly  into  the  jet." 
An  analysis  of  the  action  of  the  aspirator 
shows,  according  to  Langmuir,  that  in  its 
action  two  separate  processes  are  invol-\-ed. 

"  1.  The  process  by  which  the  air  is  drawn 
into  the  jet. 

"2.  The  action  of  the  jet  in  carr\-ing  the 
admixed  air  along  into  the  condensing 
chamber. 

"The  aspirators  cease  operating  at  low 
pressures  because  of  the  failure  of  the  first 
of  these  processes.  If  air  at  low  pressure 
could  be  made  to  enter  the  jet.  and  if  gas 
escaping  from  the  jet  could  be  prevented 
from  passing  back  into  the  vessel  to  be  ex- 
hausted, then  it  shovild  be  possible  to  con- 
struct a  jet  piunp  which  would  operate  even 
at  the  lowest  pressures." 

This  problem  has  been  solved  in  two 
different  ways  by  Gaede  and  Langmuir. 
In  the  pumps  devised  by  each  of  these,  a 
blast  of  mercur\-  carries  along  the  gas  to  be 
exhausted  into  the  condenser  (process  2). 
In  order  to  introduce  gas  into  the  blast 
of  mercun,',  Gaede  has  used  diffusion 
through  a  narrow  opening.  On  the  other  hand, 
Langmuir  has  made  use  of  the  fact  that  the 

"The  introductory  remarks  arc  based  largely  upon  the  dis- 
cussion of  this  subject  by  I.  Langmuir  in  his  paper  on.  "The 
Condensation  Pump.  .\n  Improved  Form  of  High  Vacuum 
Pump."  General  Electric  Review.  1916.  p.  1060.  also  Journ. 
Franklin  Inst.,  ISi.  719  <1916).  Phys.  Rev.  H.  48  (1916).  An 
excellent  discussion  of  the  mercury  vapor  pumps  described  in  this 
section  has  also  been  written  by  A.  Gehrts.  Naturwissenschaften. 
7.  983  (1919). 

"  Ann.  Phys..  je.  .357-392  (1915). 


mercury  atoms  on  colliding  with  the  gas 
molecules  must  impart  to  the  latter  a  portion 
of  the  momentum  which  they  possess  in 
virtue  of  their  high  average  kinetic  energ\-, 
while  the  mercun."  atoms  themselves  are 
removed  rapidly  from  the  stream  of  mixed 
gases  by  condensation  on  the  cooled  walls. 

Gaede's  Diffusion  Pump-' 

The  action  of  Gaede's  "diffusion"  pump 
can  best  be  illustrated  by  referring  to  Fig.  19. 
A  blast  of  steam  is  blown  through  the  tube 
AB,  in  which  is  fixed  a  porous  diaphragm  C. 
The  ve.ssel  to  be  exhausted  is  attached  at  E. 


\^ 


Fig.  IQ.     Diagram  Illustrating  Principle  of  DiFTutioi  Pjmp 

Water  vapor  diffuses  through  the  capil- 
laries in  the  diaphragm  into  the  trap  D 
where  it  is  condensed  by  some  refrigerating 
agent,  while  air  diffuses  through  the  dia- 
phragm in  the  opposite  direction  into  the 
tube    A    B,    from    where    it    is    drawn    awav 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


673 


rapidlv  by  the  blast  of  steam.  The  result 
is  that  the  pressure  in  E  decreases  and  finally 
reaches  a  very  low  \'alue. 

A  study  of  the  phenomena  of  diffusion  of  gas 
through  mercun,'  \-apor  in  narrow  tubes  led 
Gaede  to  the  conclusion  that  at  sufficiently  low 
pressures,  where  the  mean  free  path  L  of  the 
air  molecules  in  mercury  vapor  is  comparable 
with  the  diameter  d  of  the  tube,  the  volume 
of  air,  r,  diffusing  through  a  tube  of  length  I, 
per  unit  time,  is  given  by  relation  of  the  form : 

V  =  kTrd'/l 

where  /?  is  a  constant  for  any  given  gas.  In 
other  words,  the  speed  of  exhaust  is  independ- 
ent of  the  actual  pressure  of  the  gas  in  the 
vessel  to  be  exhausted,  and  the  relative 
decrease  in  the  pressure  per  unit  time  there- 
fore remains  constant  as  the  pressure  in  the 
svstem  is  decreased. 

The  actual  construction  of  the  diffusion 
pump  is  shown  in  Fig.  20.  The  porous 
diaphragm  is  replaced  by  a  steel  cylinder  C 
with  a  narrow  slit  S  whose  width  can  be 
altered  by  means  of  the  set  screws  H.  The 
cylinder  is  set  in  the  mercury  trough  G, 
which  forms  a  seal  between  the  low  and  high 
pressure  parts.  The  mercury  at  ^4  is  heated 
and  the  stream  of  vapor  passes  over  the  slit 
in  the  steel  cylinder  in  the  directions  indi- 
cated by  the  arrows.  The  air  or  other  gas 
from  the  system  to  be  exhausted  (connected 
at  F)  diffuses  into  this  mercury  stream  at  S, 
and  then  passes  out  through  E  into  the 
forepump  which  is  connected  at  I'.  Any 
mercury  vapor  passing  out  through  5  is 
condensed  on  the  glass  in  the  immediate 
neighborhood,  by  means  of  the  water  cooling 
jacket  A'l  A^.  The  opening  V  connects 
with  the  fore-pump  or  other  source  of  rough 
vacuum  and  is  used  for  exhausting  the  system 
until  the  pressure  gets  low  enough  for  the 
operation  of  the  diffusion  pump  to  become 
effective.  As  soon  as  this  stage  is  reached 
the  mercury  in  the  trap  automatically  closes 
this  opening  and  the  exhaust  there  continues 
by  means  of  the  diffusion  pump. 

According  to  Gaede's  theory  the  maximum 
speed  of  the  pump  is  attained  when  the  width 
of  the  slit  5  is  of  the  same  order  of  magnitude 
as  the  mean  free  path  of  the  gas  molecules 
in  the  slit  and  when  the  vapor  pressure  of 
the  mercury  is  only  slightly  in  excess  of 
the  pressure  in  the  fore- vacuum  (at  V). 
Consequently  the  temperature  of  the  mercury 
vapor  has  to  be  maintained  at  a  fairly  con- 
stant value.  For  this  purpose  a  thermometer, 
T,  is  placed  inside  the  tube  B. 


The  effect  of  varying  the  temperature  of 
the  vapor  (and  consequently  its  pressure)  on 
the  speed  of  exhaust  is  shown  by  the  data 
(given  by  Gaede)  in  Table  IX  and  the  plot 
of  these  in  Fig.  21.  These  results  were  ob- 
tained with  a  slit  width  of  (1.1112  cm.     The 


Fig.      20.      Gaede  Diffusion  Pump 

maximum  speed  of  SO  cm.^  per  sec.  was  at- 
tained at  a  temperature  of  the  mercury 
vapor  of  99°  C.  At  this  temperature  the 
pressure  of  the  mercury  vapor  is  0.27  mm., 
while  the  mean  free  path  for  air  in  mercury 
at  this  pressure  according  to  Gaede's  calcu- 
lation is  about  0.023  cm. 

Table  X  (t=10G°)  and  Table  XI  (t  =  110°) 
show  the  effect  of  varying  the  width  of 
the  slit.  The  noteworthy  fact  is  that  the 
speed  of  the  pump  remains  constant  as  the 


674     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  S 


pressure  in  the  exhausted  system  is  decreased, 
a  result  which  Gaede  previously  deduced 
from  theoretical  consideration,  as  mentioned 
above. 

The  great  advantage  of  the  diffusion  pump 
over  all  the  previous  types  of  pump  consists 


speed  and  the  necessity  of  carefully  regulating 
the  temperature  of  the  mercur}-  vapor. 


too 

— 

so 

- 

0 

Hj      bo 

u 

u 
i    so 

§ 

-    A 

\ 

r 

- 

^\ 

ZQ 

- 

^^^--,,.^ 

10 

- 

1  1  1  1  1  1  1  1  1  1  1  1  1  1  1  1  1  -1  .J_ 

o  z       OA       oe>      OB        to       I  z 

Pressure  of  Mercur  t^  in  mm. 

Fig.  21.     Effect  of  Mercury  Vapor  Pressure  on  Speed  of  Diffu- 
sion Pump 

TABLE  IX 


T 

P  (mm.) 

S 

T 

P 
0.72 

S 

90°  C. 

0.165 

13.4 

118.5 

51 

94 

0.20 

60 

127.5 

1.10 

38 

97 

0.24 

70 

134 

1.51 

23 

99 

0.27 

80 

139 

1.84 

15 

113 

0.55 

62 

143.5 

2.2 

11 

therefore  in  the  fact  that  there  is  theoretically 
no  limit  to  the  degree  of  vacuum  which  can 
be  attained  by  its  operation.  In  the  case  of 
the  Gaede  rotary  pump  and  all  mechanical 
pumps  the  speed  of  exhaust  decreases  with 
decrease  in  pressure.  In  the  case  of  the  Gaede 
molecular  pump  the  minimum  pressure  at- 
tainable depends  upon  the  pressure  in  the 
fore-vacuum  as  the  ratio  of  the  i)ressures 
is  constant  for  the  pmn]).  There  is  thus 
with  all  these  pumps  a  fixed  lower  limit 
to  the  lowest  pressure  attainable  in  the 
exhaust  system.  While  there  is  no  such 
limitation  with  the  diffusion  pump,  it  does 
have  the  double  disadvantage  of  low  exhavist 

"  I.  Langmuir.  loc.  cit. 


TABLE  X 


TABLE  XI 


WIDTH  OF  SLIT  = 

0.025  CM. 

WIDTH  OF  SLIT  = 

=0.004  CM. 

t 

S 

P 

5 

0.025  mm. 

77 

0.07  mm. 

52 

0.009 

72 

0.028 

48 

0.0025 

67 

0.006 

40 

0.0008 

72 

0.0015 

38 

0.0002 

73 

0.0004 

41 

0.00006 

70 

0.00007 

40 

Langmuir's  Condensation  Pump 

Both  these  disadvantages  are  removed  in 
the  type  of  mercur\'  vapor  pump  designed 
by  langmuir,  while  the  advantages  of  the 
diffusion  piunp  are  retained.  In  constructing 
and  operating  a  pump  of  this  type  it  occurred 
to  langmuir  that  "the  limitation  of  speed 
could  be  removed  if  some  other  way  could  be 
found  to  bring  the  gas  to  be  exhausted  into 
the  stream  of  mercurv'  vapor.  "-  As  stated  in 
the  introductory  section,  Langmuir  comes  to 
the  conclusion  that  the  ejector  pump  must 
become  inoperative  at  low  pressure,  since  at 
these  pressures,  "according  to  the  kinetic 
theon,-  of  gases,  the  molecules  in  a  jet  of  gas, 
passing  out  into  a  high  vacuum  must  spread 
laterally,  so  that  there  would  be  no  tendency 
for  a  gas  at  low  pressures  to  be  drau-n  into 
such  a  blast. " 

Furthermore,  under  these  conditions,  the 
mercuPi-  atoms  condense  on  the  walls  of  the 
inner  tube  near  the  inlet  and  owing  to  the 
latent  heat  of  evaporation  raise  the  temper- 
ature of  the  walls  so  that  condensation 
ceases,  and  the  mcrcur\-  atoms  are  merely  re- 
flected from  the  walls  in  all  directions. 
Consequently  there  is  just  as  much  tendency 
for  the  mercury  to  diffuse  back  towards  the 
exhaust  system  as  away  from  it,  and  the 
air  molecules  are  thus  jjrcvcnted  fron  enter- 
ing into  the  mcrcun,-  blast  at  the  nozzle. 

These  considerations  and  the  results  of  his 
previous  investigations  on  the  mechanism 
of  conden.sation  of  gas  molecules  on  solid 
surfaces  led  Langmuir  to  the  conclusion  that 
the  mercur\-  atoms  could  readily  be  prevented 
from  diffusing  back  in  the  direction  from  which 
the  gas  molecules  arc  diffusing  by  simply 
cooling  the  walls  of  the  tube  near  the  mercury 
vapor  outlet.  Under  these  conditions  the 
mcrcun,-  atoms  ought  to  be  rapidly  condensed 
as  they  strike  the  walls.  At  the  same  time  the 
gas  molecules  diffusing  in  from  the  system  to 
be   exhausted    would    collide   with    the    high 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


675 


speed  mercury  atoms  at  the  jet  and  thus 
acquire  a  velocity  component  from  the  latter 
which  would  remove  them  rapidly  from  the 
spare  around  the  jet  opening.  The  whole 
action  of  the  pump  constructed  on  the  basis 
of  this  reasoning  thus  rests  on  the  fundamental 
principle  that  the  mercury  vapor  is  rapidly 
condensed  as  it  leaves  the  jet  and  the  tem- 
perature is  maintained  so  low  that  the  mer- 
cury does  not  re-evaporate  to  any  measure- 
able  extent.  Langmuir  has  therefore  sug- 
gested that  pumps  based  on  this  principle 
should  be  designated  as  "Condensation" 
Pumps. 

The  best  type  of  glass  condensation  pump 
as  constructed  bv  Langmuir  is  shown  in 
Fig.  22. 

' '  In  order  that  the  pump  may  function 
properly  it  is  essential  that  the  end  of  the 
nozzle  L  shall  be  located  below  the  level  at 
which  the  water  stands  in  the  condenser  J. 
In  other  words,  the  overflow  tube  K  must 
be  placed  at  a  somewhat  higher  level  than 
the  lower  end  of  the  nozzle  as  is  indicated  in 
the  figure.  The  other  dimensions  of  the 
piunp  are  of  relative  unimportance.  The 
distance  between  L  and  D  must  be  sufficiently 
great  so  that  no  perceptible  quantity  of  gas 
can  diffuse  back  against  the  blast  of  mercury 
vapor,  and  so  that  a  large  enough  condensing 
area  is  furnished. 

"The  pump  may  be  made  in  any  suitable 
size.  Some  have  been  constructed  in  which 
the  tube  B  and  the  nozzle  L  were  one  and  a 
quarter  inches  in  diameter  while  in  the  other 
pumps  this  tube  was  only  one  quarter  of  an 
inch  in  diameter  and  the  length  of  the  whole 
pump  was  only  about  four  inches.  The  larger 
the  pump  the  greater  is  the  speed  of  ex- 
haustion that  may  be  obtained. 

"  In  the  operation  of  the  pump  the  mercury 
boiler  A  is  heated  by  either  gas  or  electric 
heating  so  that  the  mercury  evaporates  at  a 
moderate  rate.  A  thermometer  placed  in 
contact  with  the  tube  B,  under  the  heat  in- 
sulation, usually  reads  between  100  and  120 
degrees  C.  when  the  pump  is  operating  satis- 
factorily. Under  these  conditions  the  mer- 
cury in  the  boiler  A  evaporates  quietly  from 
its  surface.  No  bubbles  are  formed  so  there 
is  never  any  tendency  to  bumping. 

"Unlike  Gaede's  diffusion  pump,  there  is 
nothing  critical  about  the  adjustment  of  the 
temperature.  With  an  electrically  heated 
pump  in  which  the  nozzle  L  was  %  in.  in 
diameter,  the  pump  began  to  operate  satis- 
factorily when  the  heating  unit  deli\-ered 
220  watts.    The  speed  of  exhaustion  remains 


practically  unchanged  when  the  heating 
current  is  increased  even  to  a  point  where 
about  550  watts  is  applied. 

"The  back  pressure  against  which  the 
pump  will  operate  depends,  however,  upon 
the  amount  and  velocity  of  the  mercury  vapor 


Fig.  22.      Langmuir  Condensation  Pump,  Glass  Form 

escaping  from  the  nozzle.  Thus  in  the  case 
above  cited,  with  220  watts,  the  pump 
would  not  operate  with  a  back  pressure  ex- 
ceeding about  50  bars,  whereas  with  550  watts 
back  pressures  as  high  as  SOO  bars  did  not 
aft'ect  the  operation  of  the  pump." 

Condensation  Pumps  Built  of  Metal 

For  most  practical  purposes  a  glass  pump 
has  many  disadvantages.  Langmuir  has 
therefore  applied  the  same  principles  to  the 
construction  of  a  metal  pump. 

One  such  type  of  pump  which  has  proved 
relatively  simple  in  construction  and  efficient 
in  operation  is  shown  diagrammatically  in 
Fig.  23.  "A  metal  cylinder  A  is  provided  with 
two  openings,  B  and  C,  of  which  B  is  connected 
to  the  backing  pump  and  C  is  connected  to 
the  vessel  to  be  exhausted.  Inside  of  the 
cylinder  is  a  funnel-shaped  tube  F  which  rests 
on  the  bottom  of  the  cylinder  A.    Suspended 


676     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  8 


from  the  top  of  the  cylinder  is  a  cup  E  in- 
verted over  the  upper  end  of  F.  A  water 
jacket,  J,  surrounds  the  walls  of  the  cylinder 
A  from  the  level  of  B  to  a  point  somewhat 
above  the  lower  edge  of  the  cup  E. 


Fig.    23. 


Diagram   of   Construction   of   Condensation    Pump 
Metal  Form 


"Mercury-  is  placed  in  the  cylinder  as  in- 
dicated at  D.  By  applying  heat  to  the  bottom 
of  the  cylinder  the  mercur\-  is  caused  to 
evaporate.  The  vapor  passes  up  through  F 
and  is  deflected  by  E  and  is  thus  directed 
downward  and  outward  against  the  water- 
cooled  walls  of  A.  The  gas  entering  at  C 
passes  down  between  A  and  E  and  at  P  meets 
the  mercur\-  vapor  blast  and  is  thus  forced 
down  along  the  walls  of  A  and  out  of  the 
tube  B.  The  mercur\-  which  condenses  on 
the  walls  of  A  falls  down  along  the  lower  part 
of  the  funnel  F  and  returns  again  to  D  through 
small  openings  provided  where  the  funnel 
rests  upon  the  bottom  of  the  cylinder.  A 
more  detailed  drawing  of  the  pimip  as  actually 
constructed  is  shown  in  Fig.  24." 

A  pump  in  which  the  funnel  F  is  3  cm.  in 
diameter  and  the  c>-linder  A  is  7  cm.  in  dia- 
meter gives  a  speed  of  exhaustion  for  air 
of  about  ;?000-4()()U  cm.'  per  second.  It 
operates  best  against  an  exhaust  pressure  of 
10  bars  or  less  and  requires  about  3(10  watts 
energA^  consumption  in  the  heater  circuit. 

Degree  of  Vacuum  Obtainable 

"The condensation  pump  resembles Gaede's 
diffusion  pump  in  that  there  is  no  definite 
lower  limit  (other  than  zero)  below  which  the 
pressure  cannot  be  reduced.  This  is  readily 
seen  from  its  method  of  operation.  A  lower 
limit  could  only  be  caused  by  diffusion  of 

-'  This  is  apparent  when  we  consider  that  no  appreciable  number 
of  atoms  pass  up  into  the  space  £. 


gas  from  the  exhausc  side  (X  in  Fig.  3)  back 
against  the  blast  of  mercur\-  vapor  passing 
down  from  L.  The  mean  free  path  of  the 
atoms  in  this  blast  is  of  the  order  of  magni- 
tude of  a  millimeter  or  less  and  the  blast  is 
moAnng  downward  with  a  \-elocity  at  least  as 
great  as  the  average  molecular  velocity  (100 
meters  per  second  for  mercun,-).-' 

"  The  chance  of  a  molecule  of  gas  moving  a 
distance  about  4.6  times  the  mean  free  path 
without  collision  ^s  only  one  in  a  hundred. 
To  move  twice  this  distance  the  chance  is 
only  1  in  100-.  etc.  If  the  mean  free  path  were 
one  millimeter  the  chance  of  a  molecule 
moving  a  distance  of  4.6  cm.  against  the  blast 
without  collision  would  be  1  in  10^.  In  other 
words,  an  entirely  negligible  chance." 

Actual  obser\'ations  with  the  ionisation 
gauge  (described  in  a  subsequent  section)  in  this 
laboratory,  ha^"e  shown  that  it  is  possible  with 
the  Langmuir  condensation  pump  to  obtain 


Fig.  24.     Langmuir  Condensation  Pump.  Metal  Form 

pressures  which  are  of  the  order  of  10~* 
bar  or  less.  The  limiting  factor  which  ordi- 
narily makes  it  possible  to  obtain  pressures 
as  low  as  this,  is  the  continuous  liberation  of 
gas  from  the  glass  walls  or  metal  pans,  so 
that  it  becomes  extremely  difficult  to  obtain 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


(377 


vacua  in  excess  of  the  above  order  of  magni- 
tude. The  necessary  precautions  in  using 
the  pump  are  discussed  at  greater  length  in 
Appendix  I. 

Other  Forms  of  Mercury  Vapor  Pumps 

Other  forms  of  mercury  vapor  pumps  have 
been  described  by  H.  B.  WilHams-'',  Chas.  T. 
Knipp",  and  L.  T.  Jones  and  N.  O.  Russell. ='^ 
The  construction  used  by  the  latter  is  shown 
in  Fig.  25.  The  advantage  of  this  form  is 
that  it  "  pennits  using  the  pump  as  a  mercury 
still  at  the  same  time  that  it  is  being  used  for 
exhaustion  purposes.  Two  barometer  col- 
umns introduce  the  mercury  into  the  arc,  the 
arc  being  started  by  blowing  in  one  neck  of 
the  Woulff  bottle.  As  shown  at  B  the 
mercury  vapor  is  driven  through  the  nozzle 
N,  and  condenses  in  the  chamber  surrounded 
by  the  water-jacket,  J.  The  condensed  clean 
mercury  is  then  drawn  off  at  O."  With  a 
current  of  10-15  amps.,  a  speed  of  exhaust  of 
400  cm.''  per  sec.  was  obtained. 

A  simple  construction  for  a  condensation 
pump  has  also  been  described  by  W.  C. 
Baker."  In  this  form  as  well  as  Knipp's  the 
main  object  of  the  design  is  to  simplify  the 
glass  blowing. 

J.  E.  Shrader  and  R.  G.  Sherwood^**  have 
used  a  modified  form  of  Langmuir  condensa- 
tion pump  made  of  pyrex.  Full  details  with 
all  necessary  dimensions  are  given  in  the 
original  paper.  The  speed  of  the  pump  was 
measured  for  different  amounts  of  energy 
input  into  the  mercury  heater  and  was  found 
to  be  a  maximum    at    about  400-500  watts 


-^    j|- 


Fig.  25.      Condensation  Pump,  Arc  Type 

"Phys.  Rev.  7.  583  (1916). 

'»  Phys.  Rev.  9.  311  (1917).  and  /i,  492  (1918). 

'«  Phys.  Rev.  10.  301  (1916). 

"  Phys.  Rev.  W,  642  (1916). 

»  Phys.  Rev.  IS.  70  (1918). 

"Phys.  Rev.  ilj.  557  (1917). 

■"  J.  Am.  Chem.  Sec.  39.  2183  (1917). 

"  J.  Washington  Acad.  Sciences  7.  477  (1917). 


BJ 


input.  With  the  speed  of  exhaustion  pur- 
posely cut  down  by  a  special  constriction, 
the  maximum  speed  observed  was  around  225 
cm.^  per  sec.  and  pressures  as  low  as  2X  10"^ 
mm.  Hg  were  obtained  after  care  had  been 
taken  to  heat  up  all  the 
glass  parts  to  a  tempera- 
ture of  500°  C.  for  a  long 
time. 

An  interesting  form  of 
mercury  vapor  pump  is 
that  devised  by  W.  W. 
Crawford-^  and  shown  in 
Figs.  26  and  27.  "The 
mercury  vapor  gener- 
ated in  the  boiler  B  at  a 
pressure  of  10  mm.  of 
mercury  or  more,  es- 
capes through  the  nar- 
row throat  T  (Fig.  26), 
ahead  of  the  point  of 
entrainment.  The  vapor 
expands  in  the  diverging 
nozzle  N,  and  the  issuing 
jet  passes  through  the 
tube  E,  which  it  fills,  and 
condenses  in  D,  mostly, 
where  it  is  found  at  the 
upper  end.  A  slight 
amount  of  vapor  escapes 
into  the  chamber  A  and 
condenses  there.  The 
condensed  vapor  drains 
back  through  the  tubes 
a  and  b,  to  the  boiler." 
The  vessel  to  be  exhausted  is  connected  at  c, 
while  D  connects  with  the  rough  pump.  The 
speed  of  the  pump  in  series  with  10  cm.  of 
tubing,  19  cm.  in  diameter  was  observed  to 
be  around  1300  cm.'  per  sec.  at  a  boiler  pres- 
sure of  10  mm.  of  Hq. 

A  two-stage  mercury  vapor  pump  to  work 
against  a  primary  vacuum  of  2  cm.  given  by 
a  water  aspirator,  has  been  described  by 
C.  A.  Kraus.'"  It  consists  essentially  of  two 
Langmuir  condensation  pumps  in  series. 
The  pump  is  very  rapid  and  is  capable  of 
exhausting  1500  cm.'  to  less  than  10"''  mm. 
in  10  min. 

H.  F.  Stimson  has  also  constructed  a  two- 
stage  pump  along  the  same  principles'^ ,  which 
is  illustrated  in  Fig.  28.  "The  operation  of 
the  pump  is  as  follows :  Cooling  water  enter- 
ing at  tube  A  flows  up  through  the  water  jacket 
B  above  the  lower  end  of  nozzle  F,  up  through 
the  water  jacket  C  above  nozzle  G,  and  out 
tube  D.    Mercury  vapor  from  the  boiler  enter- 


Fig.  26.    Crawford's  Form 

of  Condensation  Pump, 

Vertical  Type 


678     August.  1920 


GEXER.\L  ELECTRIC   REVIEW 


Vol.  XXIII.  Xo.  S 


ing  through  tubes  E  flows  through  the  nozzles 
F  and  G,  is  liquified  in  the  condensation 
chambers  H  and  I.  falls  into  the  tubes  K.  and 
returns  to  the  boiler  through  tube  L.  Gas 
from  the  vessel  to  be  exhausted  enters  at  M, 
flows  past  nozzle  F,  is  compressed  by  the  jet 


Fig.  27.    Crawford's  Form  of  Condensation'Pump. 
Horizontal  Type 


of  mercur\^  vapor  in  the  condensation  chamber 
H,  and  flows  up  through  X  to  the  intermedi- 
ate pump.  From  here  it  flows  past  the 
nozzle  G  and  is  compressed  through  O  into 
the  chamber  I  to  a  pressure  measured  by  the 
attached  manometer,  then  out  by  tube  P 
to  the  water  aspirator.  " 

The  speed  of  the  pimip  as  defined  by 
Gaede's  equation  was  obser%-ed  to  be  about 
250  cm.'  per  sec.^- 

General  Remarks  Regarding  Exhaust  Procedure 

As  has  been  pointed  out  in  a  previous  sec- 
tion, the  vacuum  actually  attained  by  the  use 
of  any  pump  is  dependent,  first,  on  the  type  of 
pimip  used,  and  second,  on  the  rate  at  which 
gases  are  given  off  from  the  walls  of  the 
vessel  to  be  exhausted  and  metal  parts  inside 
it.  In  the  case  of  the  Gaede  molecular  pump, 
as  mentioned  above,  the  degree  of  vacuum  at- 
tainable (Pi)  is  dependent  upon  the  exhaust 
pressure  (Po)  produced  by  the  rough  pumj). 
As  the  value  of  the  ratio  Pj  Pi  is  about  50,000, 
it  is  evident  that  even  with  a  rough  pump 
pressure  of  one  bar,  the  pressure  attainable 
with  this  pump  is  less  than  10~*  bar.  In  the 
case  of  the  mercur\-  \'apor  pumps  there  is  theo- 
retically no  lower  limit  pressure,  and  the  only 
limitation  is  therefore  that  due  to  the  second 
cause  mentioned  above. 

_  »  M.  Volmer,  Bcr.  o2.  (b).  804  (1919).  has  also  constructed  a 
similar  form  of  two-stage  condensation  pump,  which  is  de- 
scribed briefly  in  :.n  abstract  in  J.  Chem.  Soc.  lis.  ii,  225  (1919). 
The  original  article  containing  an  illustration  of  the  construc- 
tion is  not  available  to  the  writer. 


The  gases  occluded  on  the  walls  of  the 
glass  vessels  consist  for  the  most  part  of 
water  vapor  and  carbon  dioxide  gas  along 
with  slight  amounts  of  carbon  mono.xide  and 
other  gases  which  are  not  condensible  at  the 
temperature  of  liquid  air.  Metal  parts  usu- 
ally contain  carbon  monoxide  and  hydrogen 
gases.  In  order  to  eliminate  these  gases  it  is 
essential  to  heat  the  glass  walls  and  iretal 
parts  to  as  high  a  temperature  as  practicable. 
The  longer  the  duration  of  the  heati.ng  and 


Fig.  28.     Stimson's  Form  of  Condensation  Pump 

the   higher   the  temperature,  the   lower   the 
pressure  of  residual  ga.ses. 

A  usual  procedure  is  to  heat  the  glass 
vessels  in  an  oven,  during  exhaust,  for  an 
hour  or  longer.  For  lead  glass,  the  temper- 
ature in  the  oven  should  not  exceed  360°  C, 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


679 


in  the  case  of  lime  glass,  the  temperature  may 
be  raised  to  400°  C.,  and  for  vessels  made  of 
pyrex,  the  oven  temperature  may  be  increased 
to  500°  C.  The  oven  may  be  either  heated  by 
gas  flames,  or  more  conveniently  by  electri- 
cally heated  grids,  as  the  latter  method  permits 
of  a  more  uniform  distribution  of  temperature 
inside  the  oven  and  also  is  more  convenient 
for  regulation. 

Where  a  very  high  degree  of  vacuum  is 
desirable  it  is  possible  to  heat  the  glass  to 
temperatures  higher  than  those  mentioned 
above,  by  reducing  the  pressure  of  air  in  the 
oven  itself,  so  that  the  glass  walls  will  not 
collapse  because  of  external  pressure.  For 
this  purpose  Dr.  Langmuir  devised  the  form 
of  oven  shown  in  Fig.  29.* 

It  consists  of  a  metal  chamber  7,  which  is 
open  at  the  bottom  but  rests  upon  a  base 
plate  8,  with  which  it  makes  an  air-tight 
joint.  The  chamber  is  provided  with  a  heat- 
ing coil  wound  on  the  inside  and  separated 
from,  the  walls  by  heat-insulating  lining.  The 
leads  for  this  heating  coil  are  shown  at  11. 
Uprights  9  are  provided  for  the  purpose  of 
allowing  the  oven  to  be  raised  or  lowered. 
As  the  chamber  7  is  to  be  exhausted  it  is  nec- 
essary to  make  the  joint  between  it  and  the 
base  plate  8  air-tight.  This  may  be  accom- 
plished by  means  of  a  rubber  gasket,  and  in 
order  to  prevent  injury  to  this  by  the  heat, 
the  chamber  and  the  base  plate  are  cooled 
by  water,  which  flows  as  indicated  by  the 
arrows  through  the  tubes  23,  24,  25  and  27. 
Openings  are  provided  in  the  base  plate  for 
the  connection  between  the  vessel  to  be 
exhausted  and  the  pump,  and  also  for  ex- 
hausting the  chamber  itself.  A  rough  pump 
is,  of  course,  all  that  is  necessary  in  the  latter 
case. 

With  this  type  of  oven  it  is  possible  to 
heat  the  glass  about  100°  C.  higher  than  in 
an  ordinary  ov^en,  so  that  the  residual  water 
vapor  and  other  condensible  gases  are  re- 
moved more  completely. 

In  the  case  of  metal  parts  the  elimination 
of  gases  is  a  more  difficult  matter.  Where 
these  parts  are  so  constructed  that  current 
can  be  passed  through  them  (wires  or  fila- 
ments) they  ought  to  be  heated  to  as  high  a 
temperature  as  the  metal  will  stand  without 
injury.  In  the  case  of  hot  cathode  devices 
the  anodes  can  be  heated  to  incandescent 
temperatures   by  electronic    bombardment. f 

*  I.  Langmuir,  U.  S.  Pat.,  994,010,  May  30.  1911. 
t  For  illustrations  of  this  the  reader  may  refer  to  the  following 
publications: 

1.  Langmuir.  Phvs.  Rev.  g.  450,  1913. 
S.  Dushman.  Phys.  Rev.  4.  121,  1914. 


Heating  the  metal  parts  in  a  vacuum  furnace 
before  putting  them  in  the  glass  vessel  also 
assists  materially  in  the  subsequent  exhaust 
on  the  pump.  Special  care  should  be  taken 
to  remove  all  traces  of  grease  and  oil  from 
machine-made  parts,  by  washing  in  acetone 


To  Pump' 
Fig-  29.      Vacuum  Furnace  for  High  Temperature  Exhaust 

and  alcohol  and  drying  thoroughl\-  before 
assembling  in  the  glass  vessel. 

In  order  to  eliminate  mercury  vapor  and 
condensible  gases  emitted  from  the  grease 
used  on  the  ground  glass  joint  between  the 
pump  and  the  vessel  to  be  exhausted,  it  is 
necessary  to  interpose  some  form  of  refriger- 
ating chamber  in  which  these  vapors  are 
condensed,  as  shown  at  G  in  Fig.  22.  (See  also 
Appendix  I.) 

The  most  efficient  refrigerating  agent  is, 
of  course,  liquid  air,  which  is  now  available 
in  a  large  number  of  laboratories.  Failing 
this,  a  suspension  of  solid  carbon  dioxide  in 
acetone  or  ether  may  be  used.  In  the  latter 
case  it  is  well  to  insert  a  tube  containing  PsOs 
between  the  oil  pump  and  the  fine  pump  to 
take  care  of  water-vapor.  Observations  in 
this  laboratory  have  shown  that  in  using  a 
condensation  pump  it  is  possible  to  obtain 
practically  as  low  pressures,  with  solid  CO2 
and  P2O5  as  with  liquid  air,  but  the  interval 
of  time  required  to  attain  this  low  pressure  is 
ordinarily  much  longer  with  the  former. 


680     August,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  8 


The  temperature  produced  by  liquid  air 
evaporating  freelv  into  the  atmosphere  is 
about  -190°  C.  (93°  K.),  but  varies  from  a 
lower  value  for  fresh  liquid  air  to  a  higher 
value  as  the  nitrogen  boils  away  and  leaves  the 
oxygen  behind.  With  solid  carbon  dioxide  a 
temperature  of  —  78°  C.  is  obtained.  Table  XII 
shows  the  vapor  pressures  of  a   number  of 


Table  XIII  gives  the  vapor  pressures  of  car- 
bon dioxide,  ice  and  mercun,-.  In  all  cases  the 
data  for  the  lower  temperatures  have  been 
extrapolated  in  the  same  manner  as  those 
given  in  the  previous  table. 

As  is  evident  from  these  data,  ice  and  mer- 
cury have  no  appreciable  vapor  pressure  at 
—  190°  C,  while  carbon  dioxide  has  a  vapor 


Fig.  30.      ArranKcment  of  Exhaust  System 


different  gases  at  these  low  temperatures. 
In  the  case  of  methane,  ethane,  ethylene  and 
carbon  dioxide  the  pressures  given  have  been 
extrapolated  from  the  values  in  the  standard 
tables  for  higher  teinperatures,  by  plotting  the 
value  of  log  P  against  1  T.  where  T  is  the  abso- 
lute temperature.  The  values  plotted  in  this 
manner  are  found  to  lie  on  a  straight  line,  thus 
making  the  extrapolation  an  easy  matter. 


pressure  between  0.001  and  0.000 1  bar  at  this 
temperature.  Under  these  conditions  any  of 
the  latter  gas  if  condensed  in  the  liquid  air 
trap  would  produce  a  constant  pressure  of 
residual  gas  of  at  least  10"'  bar.  Under  the 
same  conditions  ethylene  and  ethane  would 
produce  pressures  that  might  exceed  10  bars. 
However,  these  gases  are  not  met  with  in 
ordinary  exhaust  operations.    The  other  gases 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


681 


are  non-condensible  at  the  temperature  of 
liquid  air,  and  are  therefore  removed  by  the 
puinp. 

It  is  also  evident  that  at  the  temperature 
of  evaporating  solid  CO-j  (  —  78°  C.)  the  vapor 
pressure  of  mercury  is  negligibly  small,  Ijut 
that  of  ice  is  quite  high,  hence  the  necessity 
for  using  P2O5  in  order  to  take  care  of  this. 
It  is  also  advisable  in  all  cases  of  exhaust 
operations  not  to  use  the  refrigerating  agent 
during  the  initial  stages  of  heating,  so  that 
the  bulk  of  condensible  gases  will  be  re- 
moved by  the  pump.  Otherwise  the  vapors 
may  be  condensed  in  the  trap  and  maintain 
a  constant  pressure  of  residual  gases  in  the 
system  for  a  very  long  time. 

TABLE  XII 


Temperature 
Degrees  Centtg. 

Absolute 
Temperature 

Pressure  in 
mm.  Hg. 

Oxygen  (Oa) 

- 182.9 
-211.2 

90.2 
61.9 

760 
7.75 

Nitrogen  (No) 

-195.8 
-210.5 

77.3 
62.6 

760 
86 

Carbon  Monoxide  (CO) 

-190 
-200 

83 
73 

863 

249 

Methane  (CH,) 

-185.8 
-201.5 

87.3 
71.6 

79.8 
50.2 

Argon  (A) 

-194.2 
- 186.2 

78.9 
86.9 

300 
760 

Ethylene  (C2H4) 

— 175.7 

97 

0.76 

-188 

85 

.076 

-197 

76 

.0076 

-205 

1 

68 

.00076 

Ethane  (C^Hs) 

-1.50 

123 

7.6 

-180 

93 

.076 

-190 

83 

.0076 

-198 

75 

.00076 

Temperatures  below  —190°  C.  may  be  ob- 
tained by  working  with  liquid  air  under 
reduced  pressure.  As  is  evident  from  Table 
XII,  it  is  possible  in  this  manner  to  obtain  a 
temperature  as  low  as  — 'iOO"  C.  At  this  tem- 
perature the  vapor  pressure  of  solid  CO2  is 
less  than  10"^  bar,  and  it  is  therefore  possible 
under  these  conditions  to  obtain  extremely 
low  pressures  of  residual  gases. 

Either  liquid  air  or  solid  CO2  prevents  the 
diffusion  of  vapors  emitted  by  grease  around 
the  joint,  as  these  vapors  are  all  condensible 
at  these  temperatures. 

Determinations  in  this  laboratory  of  the 
vapor  pressures  of  \-acuiun  pump  oils  have 
shown  that  these  range  around  one  bar  at 
room  temperature,  decrease  to  0. 1  bar  at  0°  C, 
and  are  negligibly  small  at  —  78°  C.  Stopcock 
grease  and  similar  compounds  possess  even 
lower  vapor  pressures. 

Further  details  regarding  the  actual  oper- 
ation and  care  of  typical  exhaust  systems  are 
given  in  Appendix  I. 

TABLE  XIII 


Temperature 
Degrees  Centig. 


Absolute 
Temperature 


Pressure 
in  Bars 


Carbon  Diox 

de 

(CO2) 

-148 
-168 
-182 
-193 

125 

105 

91 

80 

1 

101) 
1 

0.01 
0.0001 

Ice  (H.O) 


-20 

253 

1045 

-.30 

243 

380 

-40 

233 

127 

-.50 

223 

39 

-60 

213 

9.6 

—  75 

198 

1.0 

-89 

184 

0.1 

-100 

173 

.01 

-110 

163 

.001 

Mercury  (Hg) 


-I-.30 

303 

3.7 

-f-20 

293 

1.6 

+  10 

283 

0.65 

0 

273 

.25 

-10 

263 

.087 

-20 

253 

.029 

-40 

233 

.0023 

-78 

195 

4.3  X 

io-« 

-180 

93 

2.3  X 

io-« 

G82     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  8 


APPENDIX   I 

Fig.  30  shows  diagrammatically  an  arrange- 
ment of  the  Langmuir  condensation  pump 
and  accessor}'  connections  which  is  conven- 
ient for  high  vacuum  exhaust  operation,  while 
Fig.  31  is  a  photograph  of  a  set-up  such  as  is 


Fig.  31. 


Photograph   of  Set-up  for   Exhausting  Coolidgc 
Xray  Tubes 


used  for  exhausting  Coolidge  X-ray  tubes  of 
the  standard  types.  The  connections  to  the 
McLeod  gauge  and  oil-pumps  are  to  be  made 
with  as  large  tubing  as  practicable;  ordinarily 
about  half-inch  tubing  may  be  used.  For  the 
sake  of  the  illustration  an  ionization  type  of 
gauge  is  shown  connected  to  the  condensation 
pump ;  and  the  oven  is  indicated  diagrammati- 
cally. As  previously  mentioned,  the  tubing 
in  this  case  ought  to  be  as  wide  as  possible. 

Care  of  the  Condensation  Ptnnp:  Accord- 
ing to  the  instructions,  ()2()  grams  of  abso- 
lutely clean  mercury  should  be  poured  into 
the  pump.  Lender  normal  conditions,  with 
300    watts    input    into    the    heater    and    a 

*  A  good  stopcock  grease  may  be  made  by  heating  approx- 
imately equal  parts  of  pure  rubber  and  vaseline.  The  rubber 
should  be  cut  into  very  fine  pieces  and  the  heating  continued 
until  the  mixture  has  about  the  consistency  of  heavy  molasses. 


flow  of  1000  cm.'  per  minute  through  the 
cooling  coils,  only  the  lower  portion  of  the 
pimips  should  run  warm.  If  for  any  reason 
the  flow  of  water  ceases  and  the  grease  around 
the  joint  is  melted,  the  pump  should  be  re- 
moved, the  mercury  emptied  out,  and  the 
pump  cleaned  with  gasolene  as  directed  in  the 
instructions.  Ver\-  little  mercury  should 
condense  in  the  glass  grinding  above  the 
pump.  If.  however,  the  grinding  rapidly 
becomes  covered  inside  with  mercur\-  and 
feels  warm,  it  is  an  indication  that  the  pump 
is  not  exhausting  and  a  cleaning  is  required. 

Seme  observations  carried  out  in  this 
laboraton,'  on  the  variation  in  exhaust  pres- 
sure with  energA-  input  into  the  heater  are  of 
interest  in  this  connection.  The  following 
table  gives  the  watts  used  and  the  correspond- 
ing minimum  pressure  obtained  as  measured 
by  an  ionization  type  of  gauge.  The  oil 
pvimp  pressure  was  6.0146  mm.  of  Hg. 


Watts  in  Heater 

Minimum  Pressure  in  Bars 

130 

0.27 

150 

0.07 

170 

0.04 

180 

0.023 

200 

0.013 

220 

0.007 

240 

0.002.5 

2S0 

0.002 

300 

0.002 

_  - 

Care  of  Rubber  Tubing:  All  rubber  tubing 
for  use  in  vacuum  systems  should  be  cleaned 
well  inside  before  use.  This  is  best  accom- 
plished by  washing  with  a  warm  10  per  cent 
solution  of  caustic  soda,  then  with  water  and 
alcohol,  and  finally  dr>'ing  thoroughly  by 
blowing  air  through  it,  or  exhausting  with  a 
rough  pump.  The  rubber  tubing  between 
the  condensation  piunj)  and  glass  tube  leading 
to  the  mercur>'  trap  should  be  as  short  as 
possible.  Heavy  vaseline  or  grinding  grease* 
should  be  used  to  make  the  junctions  air- 
tight, and  after  the  tubing  is  in  place  a  little 
castor  oil  should  be  dripped  over  the  joints, 
and  over  the  rubber  tube  itself. 

Mercury  Trap:  This  is  essential  in  order 
to  prevent  mercury  from  getting  into  the  oil 
pumps,  where  it  would  gradually  disintegrate 
the  bearings.  A  very  good  scheme  which  has 
been  used  successfully  in  this  laboratory  is 
to  make  this  trap  quite  large  (about  1  liter 
volume)  and  fill  it  with  broken  pieces  of  glass 
tubing,  thus  increasing  the  surface  for  the 
condensation    of    any    mercury    vapor    that 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


683 


I 


diffuses  out  through  the  rough  side  opening 
of  the  condensation  pump. 

Detection  of  Leaks:  A  small  Tesia  coil,  one 
end  of  which  is  grounded,  is  a  useful  accessory 
device  in  all  exhaust  operations.  The  high 
tension  terminal  of  the  coil  is  encased  in  rubber 
tubing  and  provided  with  a  wooden  handle  so 
that  it  can  be  touched  to  any  part  of  the  glass 
system.  A  pin-hole  leak  will  show  up  by  the 
direct  passage  of  a  spark  to  this  point,  while 
at  all  points  there  will  be  a  uniform  glow  if  the 
pressure  is  over  a  few  bars  and  there  will  be 
no  glow  at  all  when  the  pressure  is  one  bar  or 
less. 

Seal  Off  Procedure:  Constrictions  in  glass 
vessels  at  points  where  they  are  to  be  sealed 
off  after  exhaust  should  not  be  boo  thick 
walled,  otherwise  a  large  body  of  glass  will 
have  to  be  heated  during  the  seal-ofif,  causing 
the  liberation  of  a  great  deal  of  gas.     Further- 


more, the  constriction  should  be  torched  till 
it  is  almost  melting  and  the  ptimp  allowed  to 
exhaust  the  gas  thus  liberated  for  about  two 
minutes,  after  which  the  sealing  off  should  be 
performed  as  rapidly  as  possible  without  heat- 
ing the  glass  any  more  than  absolutely  neces- 
sary. 

The  importance  of  these  precautions  may 
be  iudged  from  the  following  observations: 
An  ionization  gauge,  having  a  volume  of  about 
100  cm.'\  was  exhausted  till  the  residual  gas 
pressure  was  less  than  0.001  bar.  On  sealing 
this  off  without  observing  the  precautions 
mentioned,  the  pressure  in  the  sealed  off  tube 
was  0.25  bar,  whereas  by  torching  the  con- 
striction first  and  sealing  off  afterwards,  it 
was  possible  to  obtain  a  residual  gas  pres- 
sure in  the  sealed  off  gauge  of  less  than  0.01 
bar. 

(To  be  continued) 


684     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  8 


Five  Thousand  Horse  Power  Electrically  Operated 

Pumping  Plant 

By  E.  Bachman  and  W.  J.  Delehanty 
San  Francisco  Office,  General  Electric  Company 

The  centrifugal  pumping  plant  described  in  this  article  is  of  particular  interest  in  that  it  is  probably  the 
largest  of  its  type  in  the  world  and  is  electrically  operated.  The  authors  explain  the  purpose  of  the  instal- 
lation, describe  the  construction  of  the  building  (which  is  especially  heavy),  the  pumping  and  electrical  equip- 
ment, the  power  supply  and  its  protection  and  control,  and  the  lighting  system  em.ployed. — Editor. 

ments.  standing  36  ft.  6  in.  from  the  main  floor 
level  to  the  roof.  It  is  supported  on  reinforced 
piles  spaced  approximately  on  5-ft.  centers 
longitudinally  and  4  ft.  centers  crosswise  of  the 
building.  Built  upon  this  is  the  floor  which  is 
4  ft.  thick  over  the  entire  area.  The  walls  are 
4  ft.  6  in.  at  the  floor  line,  tapering  to  .30  in.  at 
the  high-water  ele\-ation,  and  from  that  point 
tapering  off  to  lo  in.  at  the  roof-line.  In 
addition  to  the  extremely  heavy  walls,  there 
are  six  buttresses  on  the  north  and  south  walls 
and  two  on  the  east  and  west  walls.  The  lower 
portion  of  the  building  is  entirely  without 
openings,  the  windows  and  doors  being  above 
the  high-water  level. 

Running  at  the  high-water  level  through 
the  entire  length  of  the  building  is  a  mezza- 
nine platform,  built  of  reinforced  concrete, 
access  to  the  main-floor  level  being  obtained 
by  steel  stairs.  At  the  east  end  of  the  build- 
ing, at  the  same  level,  is  a  switch  gallen-. 
the  switchboard  being  placed  on  the  main 
floor  immediately  below.  An  operating 
platform  runs  along  the  south  wall  just 
underneath  the  mezzanine  floor,  constructed 
entirely  of  structural  iron  and  checkered  floor 
plating  so  that  it  may  be  easily  removed  to 
give  access  to  machiner\-.  The  roof  of  the 
btiilding  is  a  flat  reinforced  concrete  slab  sup- 
ported on  2()-in.  I-beams,  the  roof  being 
finished  with  an  imjicrvious  coat  of  asphalt 
and  gravel.  The  building  is  well  lighted, 
having  three  large  steel  frame  windows 
approximately  ]'2  by  14  ft.  on  both  the  north 
and  south  walls  and  two  windows  in  the  east 
and  west  walls,  one  of  these  windows  being 
removable  to  admit  the  machiner>-  into  the 
building. 

For  the  handling  of  machinen.'  there  is 
installed  a  l.>-ton  crane,  having  a  motor- 
driven  hoist,  with  the  bridge  and  trolley 
hand  operated.  The  motor  is  a  110-volt 
3-phase  (iO-cycle  variable-speed  induction 
motor,  callable  of  raising  15  tons  at  the  rate 
of  20  ft.  per  minute. 

A  reinforced  concrete  platform  is  built 
alongside   the  east   wall   of   the   building   to 


During  the  development  of  the  Sutter 
Basin  Reclamation  Project,  a  large  pumping 
station  was  erected  at  Knight's  Landing, 
California,  to  drain  the  vast  area  of  land  which 
is  protected  by  levees.  The  district  lies  be- 
tween the  Sacramento  and  Feather  Rivers, 
and  is  commonly  known  as  "Sutter  Basin." 
The  area  comprises  approximately  68,000 
acres. 

The  plant  is  probably  the  largest  centrif- 
ugal ptmiping  yjlant  in  the  United  States,  if 
not  in  the  world,  has  a  total  capacity  of 
676,000,000  gallons  of  water  per  day,  and 
requires  5000  horse  power  for  its  operation. 
The  plant  operates  approximately  30  to  60 
days  during  the  normal  year,  during  which 
period  it  may  be  run  partly  or  as  a  whole, 
depending  upon  the  amount  of  water  to  be 
handled.  The  larger  part  of  this  will  be 
rain  water  with  a  certain  amount  of  seepage 
through  the  levees. 

On  account  of  some  of  the  adjacent  lands 
not  being  protected  by  levees,  the  Reclama- 
tion Board  took  every  precaution  to  limit  the 
liability  of  failure  of  the  pumping  equipment. 

The  plant  is  located  at  the  extreme  south- 
ern end  of  the  district,  on  the  Sacramento 
slough,  about  l}/2  niiles  above  its  confltience 
with  the  Sacramento  River,  approximately 
22  miles  from  Sacramento  city,  via  the  Sacra- 
mento River. 

Fig.  1  shows  the  general  lavoul  of  the  jjlant 
as  finally  constructed.  It  will  be  noted  that  a 
timber  piling  bulkhead  is  built  at  the  outer 
and  inner  toe  of  the  levee  at  the  nearest 
point  to  the  river  jiroper,  thus  forming  a 
suction  forebay.  The  jnimping  plant  is 
located  with  its  long  side  ])arallel  to  the  canal 
at  this  point,  the  i)tnn])s  taking  their  suction 
from  the  canal  and  discharging  through  tlie 
levee  into  the  Sutter  Basin  by-pass. 

The  btiilding  is  of  extremely  heavy  con- 
struction, being  designed  so  that  the  total 
weight  of  the  building  and  machinery  will 
overcome  the  tendency  of  the  structure  to 
float  at  high  water.  The  building  is  Oil  ft.  6  in. 
long  and   2.')  ft.  6  in.  wide,  inside  measure- 


FIVE  THOUSAND  HP.  ELECTRICALLY  OPERATED  PUMPING  PLANT      685 


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686     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  8 


support  step-down  transformers  as  shown  in 
Fig.  2.  The  floor  of  this  structure  is  just  above 
the  high-water  line  and  is  supported  by 
concrete  columns,  in  turn  resting  on  rein- 
forced concrete  piles. 

The  pumping  plant  consists  of  six  50-in. 
pumps,  direct  connected  to  induction  motors, 
each  pump  having  a  capacity  of  175  second 
feet  of  water  when  pumping  against  the  maxi- 
mum head  of  approximately  29  ft.,  the  lower 
limit  of  head  being  approximately  10  ft.  The 
static  head  varies  from  approximately  2  to 
25  ft.,  with  approximately  4-ft.  discharge 
friction.  The  pumps  are  of  the  double-suction 
type,  similar  to  the  pumps  installed  in  other 
large   reclamation    projects    in   this    section. 


pumps,  having  suctions  connected  to  th2  top 
portion  of  the  casings  of  all  the  centrifugal 
pumps.  When  priming  the  pumps,  the  gate 
valve  in  the  discharge  line  is  closed  and,  after 
priming,  the  pump  is  started.  After  reaching 
full  speed  the  gate  valve  is  opened. 

The  suction  pipes  are  approximately  60  ft. 
long,  running  directly  out  through  the  south 
wall  of  the  building,  a  distance  of  32  ft.,  and 
then  dropping  down  with  easy  bends  into  the 
suction  forebay,  the  diameter  at  the  pumps 
being  50  in.  and  tapering  to  a  diameter  of  96 
in.  at  the  lower  end.  These  suction  pipes  are 
of  ?  g-in.  plate  steel  construction,  the  lower 
end  of  the  pipes  resting  on  a  grillage  work  of 
structural    I-beams    provided    with    proper 


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I- KV.  Auxiliary 


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.    ^'P^  .       I  ^     -      ■  Six  eOOKeZ<eR.P.M.Sauirrel  Cage  Motors 

Line  -T 1        1  T      T 


Bus  llOVolts  SPhase  eOCyclas 
,5  tation  A  uxiliary  and  L  igh  t  s 

Fig.  5.      One-line  Diagram  of  the  Power  Connections  in  the  Pumping  Station 


The  large  size  of  these  pumps  can  be  seen 
by  reference  to  Fig.  3,  which  is  an  interior 
view  of  the  pumping  house. 

The  pumps  are  direct  connected  to  General 
Electric  squirrel-cage  induction  motors,  oper- 
ating at  248  r.p.m.  through  flexible  leather 
link  couplings.  The  motors  are  rated  at  800 
h.p.,  at  40  deg.  temperature  rise,  with  25 
per  cent  overload  guaranteed  for  two  hours. 
The  pumps  are  so  designed  that  the  horse 
power  over  the  entire  range  of  j^umping  from 
the  lowest  to  the  highest  head  varies  only 
from  800  h.p.  under  minimum  head  to  825 
h.p.  at  the  maximum  operating  head. 

For  priming  purposes  there  is  installed  two 
12    by    12-in.    duplex   motor-driven    ^•3cuum 


grizzlies  to  prevent  foreign  matter  entering 
the  pumps. 

In  the  discharge  pipes  just  outside  of  the 
building  are  placed  motor-operated  gate 
valves.  These  valves  are  controlled  by 
General  Electric  direct -current  motors.  They 
are  capable  of  opening  and  closing  safely  in 
two  minutes  imder  the  conditions  of  usual 
operation,  and  each  motor  with  its  valve  is 
equipped  with  limit  switches  and  an  indicator 
showing  the  amount  of  gate  opening.  This 
indicator  is  visible  from  the  switchboard, 
where  the  control  of  all  valves  is  centralized. 

The  Power  Company's  60.000- volt  lines  run 
to  the  step-down  transformers  immediately 
outside  of  the   building.      From   the  trans- 


FIVE  THOUSAND  H.P.  ELECTRICALLY  OPERATED  PUMPIXG  PLANT      6S7 


fomiers,  fi\-e  leads  run  through  the  building 
walls  to  busses  forming  one  2200-volt  and  one 
1100-volt  circuit,  from  thence  through  dis- 
connecting switches  to  the  starting  and  run- 
ning switches  and  thence  to  the  motors.  The 
starting  and  running  switches  for  the  motors 
of  the  main  circuit  are  ;JUO-ampere,  2.300-volt, 
triple-pole,  single-throw,  hand-operated,  re- 
mote-control, oil-break  switches,  with  over- 
load and  undervoltage  protection.  The 
switches  are  installed  in  groups  of  two, 
mechanically  interlocked.  The  starting 
switches  are  connected  to  the  1 1 00-volt  bus 
and  all  switches  are  operated  from  the  main 
switchboard  on  the  lower  floor  of  the  puni]) 
house. 

Incoming  power  is  taken  from  the  Pacific 
Gas  &  Electric  Company's  63,000  Y-volt, 
3-phase,  60-cycle  line  through  a  General  Elec- 
tric automatic,  outdoor  type,  oil  circuit  breaker. 
This  circuit  is  then  run  to  three  Y-delta  con- 
nected, loOO-kv-a.  6:_), 000-1100 /2200-volt  self- 
cooled,  outdoor  type  transformers,  and  thence 
to  the  station  switchboard. 

An  outdoor  type  oxide  film  lightning 
arrester,  as  shown  in  Fig.  4,  has  recently  been 
installed  to  further  insure  the  station  against 
shut-down.  This  arrester  has  been  in  service 
a  sufficient  length  of  time  to  demonstrate  the 
advi-sability  of  placing  an  arrester  at  this 
point. 

For  operation  of  small  motors,  lights,  and 
other  station  auxiliaries  there  are  installed 
two  2o-kv-a.,  2200  to  110-volt  distribution 
transformers.  From  these  transformers  a 
10-kv-a.  motor-generator  set  is  used  to  charge 
a  56-cell,  112-volt  chloride  accimiulator  type 
storage  battery  which  is  used  to  operate  the 
valve  motors,  emergency  lighting  service,  and 
supply  tripping  current   for  the  outdoor  oil 


circuit  breaker.  The  storage  battery  is  used 
to  operate  the  valve  motors  in  order  to 
provide  safety  in  case  the  main  power  supply 
should  fail. 

The  switchboard  consists  of  eight  panels 
of  blue  Vermont  marble  mounted  on  pipe 
frame  work.  All  vacuum  gauges,  pressure 
gauges,  voltmeters,  ammeters,  power-factor 
indicators,  etc.,  are  finished  alike,  and  are 
all  mounted  on  the  switchboard  proper. 
With  this  arrangement  it  is  only  necessary 
for  the  operator  to  remain  at  the  sA^itch- 
board,  making  an  occasional  inspection  of  the 
bearings  at  the  pumps  while  operating. 

The  lights  on  the  mezzanine  floor,  on  the 
valve-motor  platform,  and  the  Sivitch  gallery 
are  equipped  with  Holophane  steel  reflectors 
and  150-watt  Mazda  lamps.  The  bracket 
fixtures  along  the  north  wall  are  equipped 
with  26-in.  Mazda  economy  diffusers,  sus- 
pended from  ornamental  iron  brackets  by 
links;  each  fixture  is  equipped  with  five 
100-watt  Mazda  lamjjs.  The  main  entrance 
fixtures  near  the  door  are  equipped  with  100- 
watt  Mazda  lamps.  The  lighting  circuits  are. 
all  controlled  from  the  lighting  panel,  which  is 
installed  near  the  main  sA^itchboard.  The 
direct-current  circuits  are  equipped  with  a 
three-point  switch  at  the  main  entrance  with 
the  corresponding  switch  on  the  lighting  panel. 
This  permits  the  lighting  of  the  station  from 
either  end,  thereby  making  it  unnecessary  for 
the  operator  to  grope  in  the  dark  in  case  of 
power  failure. 

The  building  and  concrete  discharge  pipes 
were  constructed  by  the  Sound  Construction 
&  Engineering  Company,  and  the  pumping 
plant  contract  was  let  to  Charles  C.  Moore  & 
Co.,  who  sub-let  the  electrical  machinery'  to 
the  General  Electric  Company. 


688     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  & 


Power  Control  and  Stability  of  Electric 

Generating  Stations 

Part  I 

By  Charles  P.  Steinmetz 
Chief  Consulting  Engineer,  General  Electric  Company 

About  a  decade  ago  our  larger  central  stations  had  grown  to  such  size  as  made  necessary  the  adoption 
of  reactors  to  limit  the  enormous  amount  of  power  which  might  accidentally  be  concentrated  at  a  fault  in  the 
system's  lines  and  thus  prevent  its  destructiveness.  This  revision  in  the  scheme  of  operation  has  given  rise 
to  a  new  set  of  conditions  with  respect  to  maintaining  the  stability  of  connected  synchronous  machinery.  For 
the  purpose  of  furnishing  a  complete  mathematical  analysis  of  the  subject,  Dr.  Steinmetz  presented  at  the 
last  annual  convention  of  the  A.I.E.E.  a  paper  of  which  the  following  is  a  reprint  of  the  first  half.  The  re- 
mainder will  appear  in  our  September  issue. — Editor. 

POWER  LIMITATION 

With  the  increasing  use  of  electric  power, 
the  size  of  electric  generating  systems  has 
steadily  increased  from  the  small  electric 
lighting  stations  of  the  early  days  to  the  huge 
metropolitan  systems  having  several  hundred 
thousand  kilowatts  capacity  in  steam  turbine 
alternators. 

The  problem  of  close  inherent  regulation 
of  the  generators  has  ceased,  since  no  possible 
sudden  change  of  load — less  than  short  circuit 
— is  sufficient  appreciably  to  aflfect  the  voltage 
of  these  big  systems.  The  reverse  problem 
however  has  become  serious,  that  of  limiting 
the  power  which  can  accidentally  be  concen- 
trated at  any  point  of  the  system,  and  of  limit- 
ing its  destructiveness. 

With  the  increasing  size  and  extent  of 
systems,  they  were  divided  into  a  nimiber  of 
generating  stations,  more  economically  to 
cover  the  territory,  as  under  present  con- 
ditions there  seemed  to  be  no  material  gain 
in  going  much  over  hundred  thousand  kilo- 
watts in  one  station.  Thus  two  or  more  main 
generating  stations  are  generally  used,  together 
with  a  number  of  smaller  secondar\-  generat- 
ing stations  to  stabilize  the  power  at  the  end 
of  long  feeders,  in  outlying  centers  of  dis- 
tribution, etc. 

Economy  and  reliability  of  operation 
demand  parallel  operation  of  the  entire  system, 
and  synchronous  oiieration  of  all  the  generat- 
ing stations  thus  is  the  universal  custom. 

In  the  former  2.")()-volt  direct-current  gene- 
rating systems,  from  which  most  of  the  large 
metropolitan  systems  have  developed,  sub- 
division into  a  number  of  generating  stations 
limited  the  power  which  could  be  developed 
at  any  point  and  thereby  its  destructiveness, 
by  the  resistance  of  the  feeders  and  mains. 
In  the  present  three-phase  systems,  inter- 
connected by  and  distributing  through  under- 
ground  cables   at    fWiOd   to  22,1100  volts,  the 


impedance  of  these  cables  is  entirely  insuffi- 
cient to  limit  the  power  concentration  possible 
at  any  point  of  the  system,  and  special  means 
of  limiting  the  possible  power  concentration  in 
these  systems  thus  became  necessary.  This 
problem  became  aggravated  by  the  inherent 
characteristics  of  the  high-speed  steam-tur- 
bine alternators  which  have  completely  super- 
seded the  former  low-speed  engine-driven 
machines. 

In  the  belt-driven  (iO-cycle  alternators  of 
former  days,  the  output  was  from  lo  to  30  kw. 
per  machine  pole,  in  the  2.'>-cycle  low-speed 
engine-driven  multipolar  alternators  such  as 
were  installed  in  the  first  Metropolitan  Rail- 
way Station  of  New  York  City,  etc.,  the  out- 
put was  about  100  to  12,')  kw.  per  machine 
pole,  while  in  the  modem  high-speed  steam 
turbine  alternator  values  of  l.i.OOO  to  20,000 
kw.  per  machine  pole  have  become  necessary-. 
This  means  enormously  larger  magnetic  fluxes 
and  correspondingly  larger  armature  re- 
actions per  pole.  But  with  increasing  output 
per  pole,  the  effective  or  equivalent  reactance 
of  armature  reaction  (which  is  not  instanta- 
nous,  but  requires  several  seconds  to  develop) 
increases  at  a  faster  rate  than  the  true  or  self- 
inductive  reactance  of  the  armature  (which 
latter  is  instantaneous,  and  thus  is  the  only 
reactance  which  limits  the  momentani'  short- 
circuit  current  of  the  machine).  Thus,  while 
in  the  early  high-frequency  alternators  the 
ratio  of  effective  reactance  of  armature 
reaction  to  true  self-inductive  armature 
reactance  was  less  than  0.,^  to  1 ,  it  has  risen  in 
the  large  low-frequency  turbo-alternators  to 
values  (if  20  to  1,  and  more.  That  is,  while  in 
the  early  high-frequency  turlio-altemators  the 
momentary  short-circuit  current  was  very  little 
larger  than  the  permanent  short-circuit  cur- 
rent, in  large  low-frequency  turbo-alteniators 
the  momentary  short-circuit  current  maybe  20 
or  more  times  the  permanent  short-circuit  cur- 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS     689 


rent.  Thus  in  a  high-power  system  of  several 
hundred  thousand  kilowatts  connected  steain- 
turVjine  generator  capacity,  without  power- 
limiting  devices,  the  momentary  short-circuit 
current  may  represent  several  million  kilo- 
\-olt-amperes,  with  corresponding  electrical, 
themial,  and  magnetic  stresses.  It  is  not  the 
question  of  whether  a  circuit  breaker  can  be 
designed  to  open  such  power  safely ,  but  it  is  the 
fact  that  such  a  circuit  breaker  would  in  size 
and  cost  be  econom.ically  impracticable,  when 
considering  that  the  hundreds  of  feeder  cables 
and  interconnecting  cables  of  such  systems 
would  require  several  hundreds  of  such  circuit 
breakers 

The  practice  of  giving  the  circuit  breakers 
a  considerable  time  limit,  so  that  they  open 


onlv  after  the  momentary  short-circuit  cur- 
rent has  greatly  decreased,  greatly  relieves  the 
stress  on  them,  but  at  the  expense  of  the 
svstem  which  is  exposed  to  the  full  momentary 
short-circuit  stresses,  usually  resulting  in  a 
shutdown.  The  use  of  group  circuit  breakers  in 
series  to  the  circuit  breakers  in  the  individual 
feeders  (and  usually  of  larger  interrupting 
capacity  than  the  latter)  reduces  the  number 
of  high-power  circuit  breakers  required  and 
increases  the  reliability,  and  thus  is  extensively 
used,  but  by  itself  does  not  solve  the  problem 
as  the  still  large  number  of  group  circuit 
breakers  places  an  economic  limit  on  their 
interrupting  capacity,  and  the  required  tim_e 
limit  of  their  operation  leaves  the  system 
exposed  to  the  full  destructive  eflfect  of  the 
momentary  short  circuit. 

Thus  power-limiting  devices,  in  some  fonn 
or  another,  have  become  necessary  and  are 
universally  used  in  all  modern  high-power 
systems. 

Such  devices  comprise : 

(1)  Power-limiting  Generator  Reactors.  Be- 
sides designing  the  generator  for  the  high- 
est possible  internal  self- inductive  reactance, 
which    can   be   given    to   it    without    serious 


sacrifice  of  its  other  characteristics,  reactors 
are  inserted  into  the  leads  between  the  gener- 
ator and  the  busbars,  so  as  to  limit  the  power 
which  the  generator  can  feed  into  the  busbars 
in  case  of  short  circuit  at  or  near  tiie  busoarc 
and  to  limit  the  power  which  the  ousoars  can 
feed  back  into  the  generator  in  case  of  accideni 
to  the  generator. 

Such  power-limiting  generator  reactors 
are  used  wherever  the  internal  self-inductive 
reactance  cannot  be  made  sufficiently  high 
(10  to  15  per  cent).  The  latter  is  frequently 
the  case  with  (iO-cycle  machines. 

Internal  reactance  of  the  generator,  wher- 
ever it  can  be  secured  without  material 
sacrifice  of  other  characteristics,  has  the 
advantage  of  saving  the  space  and  cost  of  the 
external  reactance,  but  it  is  not  quite  as  good 
in  protective  value  since,  in  case  of  an  accident 
in  the  generator,  its  internal  reactance  is  more 
or  less  eliminated  and  thus  does  not  protect 
against  the  busbars  feeding  back  into  the 
generator. 

The  amount  of  generator  power-limiting 
reactance  necessarily  is  limited  to  that  value 
which  does  not  materially  increase  the  total 
(or  synchronous)  reactance  of  the  generator. 
Thus,  with  many  generators  running  in 
parallel  on  the  system,  even  with  the  power 
limitation  of  the  individual  generators,  the 
total  power  which  may  be  developed  in  case 
of  a  short  circuit  on  or  near  the  busbars 
becomes  excessive.  The  economic  limit  of 
generator  power,  which  may  be  concentrated 
on  one  busbar,  probably  is  between  oU. 000  and 
100,000  kw.  Beyond  this  value  it  becomes 
necessary  to  cut,  or  divide  the  busbars,  and 
since  parallel  operation  is  necessar\-.  this  may 
be  done  by: 

(2)  Power-limiting  Busbar  Reactors.  These 
are  reactors  that  are  inserted  into  the 
busbars  to  limit  the  power  which  can  fliow 
along  the  busbars  from  one  side  to  the  other 
side  of  the  reactor,  without  interfering  with 
the  flow  of  such  current  along  the  busbars  as 
may  be  required  for  synchronous  operation, 
etc.,  under  the  variations  of  load. 

For  economical  operation,  the  busbars  are 
naturally  arranged  so  as  to  require  the  mini- 
mum average  flow  of  power  along  them .  That 
is,  the  feeders  which  carr\-  power  from  the 
busbars  to  the  load  intermingle  with  the  leads 
which  bring  power  from  the  generators  to  the 
busbars.  The  power  flowing  along  the  bus- 
bars thus  is  the  difference  between  the  in- 
coming and  the  outflowing  power.  Theoreti- 
cally, with  a  ring  bus,  cut  into  sections  by 
power-limiting  reactors,  the  maximum  power 


690     August,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII.  Xo.  S 


which  may  have  to  flow  over  any  busbar 
reactor  is  one  quarter  that  of  the  smallest 
alternator  connected  to  the  section  adjoining 
the  reactor ;  and  m.ay  rise  to  twice  as  much  if 
the  busbar  sections  are  not  connected  into  a 
closed  ring  but  into  an  open  chain. 

The  transfer  of  power  from  one  busbar 
section  to  another  over  the  dividing 
reactance  does  not  mean  a  drop  of  volt- 
age, but  with  the  same  voltage  on  two 
busbar  sections,  the  transfer  of  power  occurs 
bv  a  phase  displacement  between  the  volt- 
ages of  the  two  sections.  That  is,  if  the 
load  on  one  busbar  section  increases  beyond 
ths  output  of  the  generators  connected  to  it, 
or  decreases  below  it,  power  begins  to  flow 
orer  the  busbar  reactors  connecting  it  with 
the  adjoining  sections.  The 
voltages  of  the  adjoining 
sections  howe.er  are  kept 
constant  by  the  control  of 
the  alternator  field  excita- 
tion at  the  san^e  \alue  c. 
and  the  reactance  voltage 
ix  of  the  current  i  passi.ig 
over  the  busbar  reactance 
X  thus  forms  an  equilateral 
triangle  with  the  two  vclt- 
ages  e  of  the  adjoining  bus- 
bar section.  (See  Fig.  1.) 
That  is.i.vis  approximately 
in  quadrature  with  the 
section  voltages  e:  and  as 
ix,  as  reactance  voltage,  is 
in  quadrature  \\  ith  the  cur- 
rent i,  the  current  i  is  (a')-  ""  '"" 
proximately)  in  phase  w  ith 
the  generator  voltages  e, 
that  is,  it  is  an  energy  current.  The  phase 
angle  '2a)  betiveen  the  t  'o  voltages  c  of  the 
t  .vo  adjoining  busbar  sect:  ns  the.T  is  gi  ren  by : 

ix 

sin  w  =  -^ 

2e 

As  the  synchronizing  power  between  the 
adjoining  generator  sections  is  a  maximum 
for  20)  =  90  deg.,  and  decreases  beyond  this, 
no  danger  of  breaking  out  of  synchronism 
exists,  as  long  as  Ju  is  materially  less  than 
90  deg.  Thus  with  a  ijhase  angle  between  the 
generator  section  voltages  e.  of  ia)  =  3()  deg., 
that    is,    fairly    srrall    phase    displacement. 


As  theoretically  /  may  be  limited  to  one 
quarter  of  the  full-load  current,  io.  of  the 
smallest  generator  on  the  section, 

'^  =  2.0S 
e 

that  is.  the  maximiimi  theoretically  pennis- 
sible  busbar  reactance,  at  a  m.aximum.  of  30 
deg.  phase  displacement  between  the  busbar 
sections,  would  be  200  per  cent  referred  to  the 
sm.allest  generator  on  the  section,  as  far  as 
concerns  energy  transfer  from  section  to 
section  with  negligible  phase  displacement, 
1.5  deg. 

As  the  power-limiting  generator  reactances 
are  10  to  15  per  cent,  or  an  average  of  12.5 
per  cent,  it  is  seen  that  much  larger  reactances 


Fig.  2 


1 J 

- 

^k- 

1        Ml 

^.-1 ^ 1 ■ 

1 

^ 

^ 

'    1  ^"^^ 

i*|- 

E 

M 

7M0 

— 

1 

— i 

tx 

2e 


=  sin  15°  =  0.26, 


or 


'-^'  =  0.52. 
e 


Fig.  3 

may  safely  be  used  in  power-limiting  busbar 
reactors  than  are  permissible  in  power-limiting 
generator  reactors. 

It  is  advisable  to  use  as  large  busbar 
reactances  as  possible,  to  limit  to  the  maxi- 
mum extent  the  shock  of  a  short  circuit  at  or 
near  a  busbar  section,  that  is,  to  affect  the 
remainder  of  the  system  as  little  as  possible. 

Where  a  number  of  stations  are  connected 
together,  operating  on  the  same  system,  that 
is,  tied  together  by  interconnecting  cables  into 
one  bus,  preferably  a  ring  bus.  it  is  advisable 
as  far  as  possible  to  locate  the  power-limiting 
busbar  reactors  in  the  connections  between 
the  stations,  that  is,  tie  the  stations  together 
over  power-limiting  reactors.  In  this  case  it 
is  advisable  to  install  one  half  of  each  of  the 
busbar  reactors  at  each  end  of  the  inter- 
connecting cable,  since  the  probability  of  short 
circuits  in  the  interconnecting  cables  is  far 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS     691 


greater  than  the  probabiHty  of  short  circuits 
at  the  busbars,  and  the  division  of  the  reactor 
into  one  half  at  each  end  of  the  cable  limits 
the  efTect  of  a  short  circuit  in  this  cable  on  the 
generating  stations  connected  together  by  it. 
(3)  Feeder  Reactors.  Even  with  generator 
power-limiting  reactors  and  busbar  dividing 
reactors,  the  effect  of  a  short  circuit  at  or  near 
the  busbars  is  very  severe,  at  least  on  that 
section  of  the  system  operated  from  this  bus- 
bar, and  will  probably  shut  down  this  section. 
However,  short  circuits  on  the  busbars  are 
very  much  less  frequent  than  short  circuits 
in  cables.  The  installation  of  proper  feeder 
power-limiting  reactors,  by  preventing  short 
circuits  on  feeders  from,  directly  affecting  the 


1 

fm4 

L« 

.*   .. 

_. 

^tad 

fi^V 

-—^ 

^ 

^m^  ^IMH 

^^^ 

^^^ 

S—U 

1 , 

'**• 

-*-w^ 

*^^ 

'^ 

— 

— 

m 1 

1 

-* — ' 

9000 



— 

E 

— 

1 

'CCO 

S 

=: 

rm 

sit 

J^M. 

J 

"M 

4J 

»/•«■ 

4/ 

'M 

jiafM 

j/^-s- 

»00D 

-e 

^ 

-«j 

t 

^ 

^^ 

"^ 

^ 

"^ 

^ 

k 

5« 

^^ 

tMC 

3 

=1 

"■**" 

tFM 

St 

fiA 

t 

S 

fiM. 

4 

K^M 

*/ 

•M 

JZ 

Fig.  5 

busbars,  even  when  these  short  circuits  occur 
very  near  the  busbars,  thus  eliminates  m.ost 
of  the  severe  short  circuit  shocks  from  the 
generator  sections,  and  is  therefore  economi- 
cally very  desirable.  While  the  reactance  of 
the  feeder  reactor  may  be  only  a  small  per- 
centage of  the  feeder  rating,  it  usually  is  very 
much  larger  than  the  combined  reactance 
of  the  generators  feeding  into  the  sections,  and 
a  short  circuit  beyond  even  a  small  (in  per- 
centage) feeder  reactor  will  thus  result  in  a 
very  much  smaller  short-circuit  current  than 
would  occur  without  the  feeder  reactor,  and 
thereby  the  shock  will  be  greatly  reduced. 
Furthermore,  without  the  feeder  reactor,  a 
short  circuit  in  a  cable  near  the  busbars  means 
practically  zero  voltage  at  the  busbars,  that 
is,  the  dropping  out  of  synchronous  apparatus. 


With  a  short  circuit  beyond  a  feeder  reactor, 
however,  considerable  voltage  is  retained  at 
the  busbars  on  the  affected  generating  station, 
so  that  synchronous  apparatus  is  not  affected, 
that  is,  the  short  circuit  passes  without 
material  effect  on  the  system,  especially  if 
the  circuit  breakers  are  set  with  short  time 
limit  which  is  permissible  due  to  the  greatly 
reduced  current  which  they  have  to  open. 

By  the  proper  use  of  power-limiting 
reactors  in  generator  leads,  busbars,  and 
feeders  it  has  become  possible  to  operate  the 
modern  huge  power  systems  with  a  high 
degree  of  safety  and  to  give  the  possibility 
or  unlimited  extension  of  the  system.,  that  is, 
a  power  system  of  several  million  kilowatts  of 
connected  generator  capac- 
ity will  be  just  as  safe  as 
regards  the  limitation  of 
the  possible  destructive- 
ness  of  short  circuits  and 
other  accidents  as  a  system 
of  less  than  hundred  thou- 
sand kilowatts  generator 
capacity. 

When  thus  sectionaliz- 
ing  the  system  in  installing 
reactors  between  the  gen- 
erators, stations,  or  station 
sections,  these  reactors  are 
very  low  in  absolute  value 
of  reactance  (of  the  magni- 
tude of  an  ohm),  and  thus 
permit  ample  current  to 
flow  over  them  for  all  re- 
quirements of  the  shifting 
load  without  giving  appre- 
ciable voltage  dro]3or  phase 
displacement  between  the 
sections.  But,  relative  to 
the  station  capacity,  these  reactances  must 
be  fairly  high  to  fulfill  their  function  in  power 
limitation.  Thus  a  reactor  of  1 .75  ohms  react- 
ance, connecting  a  9000-volt  station  section  of 
72,000-kw.  generator  capacity,  passes  a  maxi- 
mum of  45,000  kw.  of  energy,  at  the  limits  of 
synchronizing  power,  that  is,  materially  less 
than  the  rated  generator  capacity. 

The  question  then  arises,  what  effect  this 
necessary  sectionalizing  of  the  system  by 
reactors  has  on  the  synchronizing  power 
of  the  system  and  thus  on  the  stability  of 
operation,  the  more  so  as  in  case  of  accidents 
or  disturbances  a  local  and  temporary  drop  of 
voltage  may  occur  and  a  corresponding  de- 
crease of  synchronizing  power. 

As  illustration  is  given  in  Figs.  2  to  5,  the 
voltage  record  during  a  trouble  on  September 


692     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  S 


IS,  1919.  in  the  Commonwealth  Edison 
Company  in  Chicago.  Fig.  6  gives  the 
diagram,  of  the  station  connections.  The 
system  consisted  of  four  sections,  .4,  B.  C.  and 
D,  interconnected  in  chain  connection,  from 
A  to  C  and  from  C  to  B  by  power-lim.iting 


station  .4  (Fig.  .5).  Interesting  also  is  the 
wattmeter  record  of  the  power  exchange 
between  stations  over  the  tie  cables  between 
B  and  D.  (Fig.  7) :  while  usually  considerable, 
practically  no  power  or  current  exchange 
occurred,  during  the  trouble.  An  excessive 
current  however  flowed  o^•er  the  power-limit- 
ing reactor  between  B  and  C.  This  reactor 
was  opened  after  seven  m.inutes,  thus  cutting 
off  stations  .4  and  C  from  stations  B  and  D. 
As  the  result  of  this  operation,  the  voltage 


Fig.  6 

reactors  of  1.75  ohms  per  phase;  from  B  to  D 
by  six  underground  cables  of  0.31  ohms  joint 
resistance  and  0.074  ohms  reactance  per 
phase.  The  busbar  voltage  was  9000,  and  the 
load  almost  entirely  23-cycle  synchronous 
converters.  The  connected  generator  capac- 
ity during  the  trouble  was  237,000  kw., 
nearly  full  load.  A  dead  short  circuit  close  to 
the  busbars  of  section  B  dropped  out  the  con- 
verters on  sections  B  and  D,  and  some  con- 
veters  on  sections  .4  and  C;  the  circuit 
breakers  in  the  substation  opened  promptly 
and  cut  off  the  substations,  and  the  short 
circviit  was  opened  in  a  very  few  seconds,  so 


Fig.  7 

recovered  in  .4  and  B.  but  still  stayed  at  zero 
in  B  and  D.  without  any  apparent  reason, 
until  seven  minutes  later  (or  after  about  a 
quarter  of  an  hour  of  zero  voltage)  just  as 
suddenly  full  voltage  reappeared  again  in 
both  stations  B  and  D.  without  any  apparent 
reason. 

What  happened  in  this  case,  as  the  investi- 
gation showed,  was  that  under  short  circuit 
the  stations  B  and  D  momentarily  dropped  to 
zero  voltage  and  lost  their  synchronizing 
power.  The  steam  turbines  speeded  up,  cut 
otT  steam  by  closing  their  emergency  valves, 
but  were  put  back  on  the  steam  governors: 


90 


to 


1 

i 

^ 

1             ; 

irfa 

-•^    > 

h"-* — - 

I^B..^ 

^^ 

]\ 

1 

ki.^i 

lL  / 

Ml 

M 

1             I 

1 

1 

1 



,  1 

Fig.  8 


that  the  system  was  clear  again  in  three  to 
four  seconds  and  the  voltage  should  have 
come  back.  But  it  did  not  come  back,  it 
stayed  at  zero  in  both  stations  B  and  D  (Figs. 
2  and  3*),  and  showed  a  permanent  great 
drop  in  station  C  (Fig.  4),  and  a  lesser  drop  in 

»  While  the  charts  do  not  read  below  6niX)  volts,  the  station 
voltmeter  showed  that  there  was  no  appreciable  voltaKC  during 
the  entire  period. 


seoo 


XAM 


Fig.  9 


their  speeds  however  were  already  too  far 
apart  to  pull  each  other  into  step  promptly, 
and  while  the  unafTcctcd  stations  .4  and  C 
stayed  in  step  with  each  other,  the  stations  B 
and  D  not  only  broke  out  of  synchronism  with 
each  othcrand  wiih.4andC",but  the  individual 
machines  in  B  and  D  broke  out  of  synchro- 
nism with  each  oilier.     The  stations  B  and  D 


POWER  CONTROL  AND  STABILITY  OF  LLECTRIC  GENERATING  STATIONS    693 


and  the  indi\-idual  machines  in  these  stations 
then  kept  driftiog  past  each  other  indefinitely, 
nnable  to  pull  into  step  until  some  of  the 
machines  happened  to  drift  into  phase  with 
each  other,  caught  in  synchronism  and  thereby 
established  some  voltage,  and  then  quickly 
pulled  all  the  other  machines  into  step,  and  the 
voltage  then  came  back  suddenly. 

Figs.  S  to  II  show  the  voltage  records  of  the 
same  four  stations  during  a  trouble  on  Mav 
Ifl,  1919,  and  Fig.  12  the  wattmeter  record 
of  the  tie  cables  betw-een  B  and  D.  The 
station  arrangement  was  the  same,  the  con- 
nected generator  capacitv  2.30, ()()()  kw.,  about 
%  load. 

In  this  case,  a  generator  short  circuited  in  .4 
(Fig.  11),  pulling  the  voltage  down  to  practi- 
cally zero,  but  was  cut  olT  by  the  circuit 
breakers  and  the  system  cleared  in  less  than 
two  seconds,  so  that  the  voltmeter  record  of 
station  .4  shows  only  a  momentarv'  drop  to 


iODO- 


Fig.  10 

zero  voltage.  Nevertheless,  a  voltage  dis- 
turbance resulted  in  all  four  stations,  lasting 
for  over  a  quarter  of  an  hour,  that  is,  the  volt- 
age greatly  dropped,  and  wildly  fluctuated; 
most  at  the  source  of  the  trouble,  station  .4  ; 
least  at  the  remote  end,  in  station  D;  and  the 
voltage  rem.ained  low  and  fluctuating  for  no 
apparent  reason,  for  IS  minutes,  and  then 
suddenly  recovered  and  steadied  down,  with- 
out any  apparent  reason  also.  An  excessive 
current  passed  during  the  disturbance  be- 
tween stations  D  and  B  as  shown  by  the  watt- 
iffneter  record  going  off  the  scale,  and  an  exces- 
sive current  between  stations  B  and  C  as 
shown  by  the  heating  of  the  reactor.  In  this 
case,  the  stations  did  not  break  out  of  step 
with  each  other,  but  stayed  in  synchronism. 
In  appearance  these  records  look  ver\-  much 
like  hunting,  or  surging  of  the  stations  against 
each  other,  and  thus  are  rather  disquieting  to 
the  station  operation.  It  is  questionable,  how- 
ever, whether  it  is  a  real  hunting. 

The  matter  of  the  synchronizing  power  of 
these  big  stations  and  in  general  of  all  phenom- 


ena of  synchronous  operation,  as  affected 
by  the  impedance  between  the  machines, 
thus  is  of  fundamental  importance  for  the 
safe  operation  of  our  modern  large  powder 
svstems. 


1 

A 

M^^ 

Ussafl 

^^        ^         /L.       1     ■{         f 

^^•^^^•^"1 

1 

j    1 

^1       1 

lA-r 

) 

■■■ 

3000 

taoo 

e/lM. 


Fig.  11 


PARALLEL  OPERATION  OF   SYNCHRONOUS 

MACHINES 
A:   Steady  Strain 

Let  two  alternators  or  groups  of  alternators, 
such  as  stations  or  station  sections,  of  the 
same  terminal  voltage,  be  connected  with  each 
other  through  a  reactance,  or  more  general 
through  an  impedance,  and  in  synchronism 
with  each  other. 

We  may  assume  the  alternators  to  be  of 
equal  voltage,  since  a  voltage  difference 
merely  superimposes  on  the  synchronizing  or 


sioo 


Fig.  12 

energy  current  flowing  between  the  alter- 
nators a  reactive  m.agnetizing  current,  with- 
out materially  changing  the  energ>"  relations, 
and  the  equations  thus  are  of  the  same 
general  characteristics,  merely  a  little  more 
complicated. 


694     August,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  8 


If  the  loads  on  the  two  alternators  equal 
the  power  output  of  the  respective  machines, 
no  power  flows  over  the  impedance  between 
them.  If,  however,  the  load  on  the  one 
alternator  is  greater  than  on  the  other  by  the 
same  amount  less  than  its  outi^ut,  power  must 
flow  over  the  impedance.  The  load  on  the 
alternators  varies  with  the  changing  con- 
ditions in  the  system;  the  relative  output  of 
the  alternators  or  groups  of  alternators  how- 
ever is  fixed  by  the  speed  governors  of  their 
prime  movers  and  can  be  varied  only  in  steps, 
by  shutting  down  a  machine  or  starting  an 
additional  machine.  Thus  the  output  of  each 
generating  section  cannot  always  equal  the 
load  on  it.  and  an  exchange  of  power  must 
occur  between  the  generating  sections,  that  is, 
power  must  flow  over  the  impedance  be- 
tween the  generating  sections. 

Let: 

P  =  the  power  flowing  from  the  under- 
loaded to  the  overloaded  alternator,  over  a 
circuit  of  impedance  z  and  let: 

2aj  =  the  phase  displacement  between  the 
two  alternators,  caused  by  the  flow  of  power. 

The  e.m.fs.  of  the  two  alternators  then  may 
be  represented  by: 
ei  =  eo  cos  (</)  — oj) 
€2  =  Co  cos  (<l>+03) 
where  eo  =  niaximum  value  of  e.m.f. 
and  0  =  27r//. 

The  resultant  e.m.f.  acting  in  the  circuit 
between  the  two  alternators,  then  is : 

e  =  ^1  —  «'2 

=  eol  cos  (<t>  —  w)—cos  (0+co)  >  (2) 

=  2«'o  sin  CO  sin  4> 
that  is,  in  quadrature  with  the  average  vc  It- 
age  of  the  two  alternators. 

The  interchange  current  between  the  two 
alternators  then  is: 
.    e 


(1) 


2^0     .  .     ,^         X 

= —  stn  w  sin  (<t>—a) 


(3) 


where : 


r  =  resistance 

.V  =  reactance 
of  the  circuit  between  the  two  alternators, 
including   their  internal   resistances  and   re- 
actances. 

The  phase  angle  a  is  given  by: 

X 

tan  a  =  - 
r 


The  effective  value  of  the  current  i  is  then 
gi\-en  by: 

T      V  2  fo     ■ 
1  = sm  w 

.V 

or,  if 

£  =  effective  value  of  generator  e.m.f. 


e(i  =  E\/2,  and 

2£ 
/  =  ^—  sin  03 


(4) 


The  power  consumed  in  the  resistance  r  of 
the  circuit  is: 
P'  =  r-r 
■iE-r 


sin-  03 


4E- 


stn-  CO  cos  a 


Co) 


The  power  of  the  first  alternator  then  is: 

pi  =  eii 

2fo- 
=  - —  51 H  w  sin  {4>  —  a)  ccs  (0  — co)      (6) 

The  power  of  the  second  alternator: 


P,= 


sin  u  sin  (4>  —  a)  cos  (0-|-aj)     (7) 


The  sum  of  the  power  of  the  two  alternators 
then  is: 

=  - — sin  u  sin  (tt>  —  a)  [cos  [<p  —  w)  — 

~-  I'di"   (0  +  0})] 

4r„ 


-sin-  03  sin  <j>  sin  (0  — a) 


J.  Co 


- — sin-  03  [cos  <t>—cos  (2  <(>  — a) 


and  its  average  value  thus  is: 
cv.  p  =—^sin-  03  cos  a 


4E- 


stn-  03  cos  a 


P' 


thai  is,  the  sum  of  the  powers  of  the  tw<^ 
alternators  is  the  power  consuired  in  the 
resistance  of  the  circuit  between  them,  as  is 
obvious. 

The  difference  of  the  powers  of  the  two 
alternators  is: 

2  /J  =  pi  -  />. 

=  ——sin  03  sin  (<l>—a)  [cos  {<t>  —  0))-^ 

cos  {<f>+03)] 


4fo-    . 
= sm  03  cos  03  cos  <t>  sin  (0  — a) 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS    695 


'2  p=  — r^'"  -  ^  [■^""'  oc  —  siii  {.2  0  — a))  (S) 

and  its  average  value  thus  is: 

av.  2  p=  —sin  2  co  sin  a 

2E-   .    ., 
= sin  2  CO  sin  a 

=  2P  (9) 

that  is,  the  power  transfer  between  the  two 
alternators  (or  generating  stations  or  sections 
of  generating  stations)  is: 


F=  — sin 

z 


(10) 


and  the  leading  alternator,  e^,  delivers  power 
to  the  lagging  alternator,  e\. 

The  power  P  thus  is  zero  for  w  =  0,  increases, 
reaches  a  maximum  of 


P' 


-sin  a 


(11) 


for  CO  =  4.5  deg.,  or  90  deg.  phase  displacem.ent 
between  the  alternators,  and  then  decreases 
again  to  zero  at  co  =  90  deg.,  or  phase  opposi- 
tion of  the  alternators. 

Beyond  aj  =  90  deg.,  the  synchronizing 
power  Pm  becomes  negative,  with  the  same 
values,  that  is,  the  alternators  s^-nchronize  at 
the  next  pole. 

The  synchronizing  power  P  is  zero  for 
a  =  Q,  that  is,  if  the  circuit  between  the  alter- 
nators contains  no  reactance  but  only  resist- 
ance, and  is  a  m_aximum  when  the  resistance 
is  negligible  compared  with  the  reactance, 
that  is  a  =  90  deg. : 


P"„,  =  -sin 

X 


w 


(12 


Substituting  in  (10) 


SI  n  a  -- 


grves : 


P=     „    sin 


(l.'« 


that  is,  with  a  giA'cn  impedance  s,  and  thus 
given  synchronizing  current  between  the 
alternators,  the  synchronizing  power  P  is 
directly  proportional  to  the  reactance  x  of  the 
circuit  between  the  alternators. 

The  maximuni  synchronizing  power  be- 
tween the  alternators  thus  occurs  at  phase 
angle  w  =  4o  deg.,  that  is,  90  deg.  phase  dis- 
placement, and  negligible  resistance,  and  is: 

Pm=^  ■  (14) 


at  current  (effective) : 

-1  m 


(15) 


and  resultant  e.m.f. : 

£m  =  Ev'2  (Ifi) 

In  this  case,  the  phase  angle  2co  between 
the  alternators  or  station  sections  is  constant 
during  operation,  but  varies  with  change  of 
load  between  the  station  sections,  and  can  be 
kept  very  small  by  properly  apportioning  the 
number  of  generators  in  operation  in  each 
section  to  the  respective  load  on  this  section. 

B:  Oscillation 

Consider  again  two  alternators  or  groups  of 
alternators,  such  as  stations  or  station  sections 
which  are  running  in  synchronism  with  each 
other,  that  is,  have  the  same  frequency,  /,  but 
are  connected  together  while  out  of  phase 
with  each  other  by  angle  'ico,  or  thrown  oi;t  cf 
phase  by  some  sudden  change  of  lead, 
momentary  short  circuit,  etc.  /  s  v  ell 
known,  the  alternators  then  oscillate  against 
each  other  with  (practically)  constant  fre- 
quency of  oscillation  pf  and  gradually 
decreasing  amplitude  of  oscillation,  and 
finally  steady  down  in  phase  with  each  other, 
or  at  the  constant  phase  angle  co°  determined 
by  the  condition  of  steady  power  transfer 
between  the  alternators. 

Since  under  normal  conditions  of  operation 
the  stead}'  phase  angle  co"  must  be  small,  we 
may  assume  that  the  oscillation  occurs 
s\Tnmeterically  around  the  position  of  the 
alternators  in  phase  with  each  other,  that  is, 
the  one  alternator  has  the  phase  </>  — to  when 
the  other  has  the  phase  0-fco. 

The  same  equations  then  pertain  as  in  the 
foregoing  section  Steady  Strain,  that  is: 

The  e.m.fs.  of  the  two  alternators  are: 

ei  =  eo  cos  (<^  — co) 

e^  =  eo  cos  (0+co)  (1) 

The  e.m.f.  acting  in  the  circuit  between  the 
two  alternators: 

^  =  2  ^0  sin  CO  sin  4> 
with  effective  value : 

E>  =  2Esin(ji  (17) 

The    current    flowing    between    the    two 
alternators : 
.     2  Po  . 


-sin  CO  (sin  <i>  —  a) 

with  effective  value : 

2£ 
/  = sin  CO 


(3) 


(4) 


696     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  8 


where  z  is  the  impedance  of  the  circuit  be- 
tween the  two  alternators  or  groups  of  alterna- 
tors, including  their  internal  impedance.  The 
power  transferred  between  the  alternators  is: 


£2  . 
p  =  — sm 


0)  [sin  (2  4>~a)—sin  a] 


(8) 


The  first  term  of  equation  (8)  is  of  double 
frequency,  '2f.  It  thus  does  not  represent 
energy  transfer  between  the  alternators,  but 
merely  represents  the  energ}.-  storage  and 
return,  twice  per  cycle,  occurring  in  any 
inductiA'e  circuit.  It  thus  is  of  no  further 
interest,  and  it  is; 

Power  transfer  between  the  alternators: 

£2 


Substituting  (19)  into  (10)  gives  as  the 
periodically  var\-ing  power  transfer  or  syn- 
chronizing power: 

P  =  —  sin  a  sin  2  (coo  sin  p<t>)  (20) 

where  Wo  is  the  maximum  amplitude  of  this 
oscillation. 

The  average  value  of  P  during  the  half  cycle 
of  oscillation  m.ay  be  represented  by : 
Pc=av.  P 

E-     .         1  —cos  2wo  .,.. 


=  —  sin  a 


2aJo 


P  = 


sin  2  o)  sin  a 


(10) 


and  as  the  duration  to  of  one  half  cycle  of 
oscillation  (during  which  the  power  transfer 
remains  in  the  same  direction)  is  given  by 
half  a  cycle  of  pit>,  that  is: 

p4>  =  2-Kpfta  =  IT 


EH 


sin  2  oj 


(12) 


In  this  case,  however,  the  phase 
angle  co  of  the  e.m.f.  i§  not  constant, 
but  pulsates  at  the  approximately 
constant  frequency  of  the  beat  and 
decreasing  amplitude. 
Let: 

aJo  =  Wooe""  (18) 

be  the  maximum  value  of  the  phase 
angle  during  each  oscillation,  (decreas- 
ing from  its  initial  maximiam  value  coon 
by  the  expotential  of  time  t"^*-). 

We  may  then  represent  the 
gradually  decreasing  amplitude  of 
the  phase  angle  co  by : 

aj  =  Wo  sin  p<t> 
=  0)00  6^"'  sin  p4> 


■*  •  V-tK/ jfr 


^g^lllliw^^^^g^^^ 


n  1 1 1  M  M  I  M  M  I  M  I  I  M  M  I  M  M  M  M  M  1 1  M  \MVr 


fton  s^ncfirffAOiUDrt/Onf 


SyncArontua  OaciMtimna 


Fig    13 


It  is: 


(19) 


'o  =  ; 


1 


(22) 


where : 

p/  =  frequency  of  the  beat,  or  the  (com- 
plete) periodic  variation  of  the  phase  angle  oj. 

In  reality,  the  equations  (3),  (4),  (.S),  and 
(10)  of  section  A  are  not  strictly  correct  for  the 
conditions  under  investigation  in  section  B. 
since  in  the  derivation  of  these  equations  in 
section  A,  w  was  assumed  as  constant.  In  the 
case  of  section  B,  oscillation  of  the  alternators, 
o)  varies  periodically,  isa  function  of  0  and  thus 
additional  terms  appear  in  these  equations. 
Since  however  the  frequency  of  variation  of 
w  is  very  low  comi)arcd  with  the  frequency  of 
/,  that  is,  p  equals  a  small  ciuanlity,  these 
additional  terms  are  small;  and  the  foregoing 
equations  thus  are  correct  with  sufficient 
approximation,  especially  in  the  present  case, 
where  we  are  essentially  interested  in  the 
magnitvidc  of  the  power  relations. 


2pj 

and   the   energy   transfer   between    the    two 
machines  or  groups  of  machines,  during  each 
half  cvcle  of  oscillation,  is  thus  given  bv: 
lI-  =  /oPo 
E- 
=  sin  a  (\-cos2cio)  (23) 

4p/a;o2 

This  is  a  maximum  for  Wo  =  90  deg.  =-;^,  and 

then  is: 

\V„=:^^sina  (24) 

U'm  thus  is  the  maximum  energy  which  can 
be  absorbed  by  ihc  machine  or  group  of 
machines,  without  being  thrown  out  of  syn- 
chronism. In  other  words,  if  a  sudden  demand 
greater  than  \\'„  is  made  on  the  machine,  or  if 
more  encrg\-  than  11 '„  is  given  by  the  steam 
supply  to  the  machine  or  group  of  machines, 
after  the  load  has  been  lliniwn  otT  and  before 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS    697 


the  steam  has  been  cut  off,  the  machine  is 
thrown  out  of  synchronism ;  otherwise  it 
remains  in  synchronism  and  after  an  oscil- 
lation settles  down  again  in  phase. 

As  seen  from  the  equations,  during  each 
complete  cycle  of  oscillation  of  frequency  pf, 
the  current  twice  rises  and  falls,  thus  reaching 
two  maxima,  and  the  power  P  twice  reverses,  so 
that  the  energy  W  flows  one  way  during  half 
the  cycle,  and  in  opposite  direction  during  the 
other  half  cycle  of  oscillation.  The  frequency 
of  the  rise  and  fall  of  the  current  thus  is  2  pf. 

Curves  I  and  II  in  Fig.  13  show  the  current 
i  and  the  voltage  ei  of  the  oscillation  for  the 


1  1  M  M  M  M  1  1  1  1  1  M 

■' 

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1    '    ' 

1  1  1  f 

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Fig.  14 

(exaggerated)   value  p  =  0.\.  and  for  coo  =  45 
deg.  and  Wo  =  90  deg. 

It  is  interesting  to  note  from  equation  (20) 
that  the  power  transfer  P  reverses  twice  per 
cycle  of  oscillation  (for  p(t>  =  0  and  180  deg.). 
If  a;o  =  4o  deg.  or  less,  that  is,  90  deg.  or  less 
maximum  phase  displacement  during  the 
oscillation,  then  the  power  P  has  two  maxima, 
at  the  maximum  phase  displacement  mid- 
ways between  the  reversal  of  power,  as  seen 
in  Cun.'e  I  of  Fig.  14.  If  however  coo  is 
greater  than  45  deg.,  that  is,  more  than  90  deg. 
phase  displacement,  then  the  power  transfer 
decreases  again  at  m„aximum  phase  dis- 
placement,   midways   between   the   reversals 


of  power,  and  the  power  transfer  has  four 
maxima  separated  by  two  reversals  and  two 
minima,  as  seen  bv  Curve  II  of  Fig.  14,  and 
finally  at  Wo  =  90  deg.  (Curve  III  in  Fig.  14), 
the  power  reaches  four  maxima  and  four 
zero  values  during  each  cycle  of  oscillation 
but  reverses  only  twice.  That  is,  at  the 
moment  when  the  two  alternators  are  in 
phase,  the  power  transfer  is  zero,  the  power 
reverses,  and  the  current  is  zero,  and  in  phase 
with  the  voltage.  With  increasing  phase  dis- 
placement, power  and  current  increase;  the 
power  reaches  a  maximum  at  90  deg.  phase 
displacement  between  the  machines,  where 
the  current  is  45  deg.  out  of  phase  with  the 
voltage.  With  further  increase  of  phase  dis- 
placement during  the  swing  of  oscillation, 
the  power  decreases  again  to  zero  at  180 
deg.  phase  displacement  or  phase  opposition; 
but  the  current  continues  to  increase  and 
reaches  a  maximimi  at  phase  opposition,  with 
the  phase  angle  between  voltage  and  current 
steadily  increasing,  to  90  deg.  or  zero  power, 
in  phase  opposition.  Then,  without  reversal 
of  the  flow  of  power,  the  phase  angle  between 
voltage  and  current  again  decreases,  the  cur- 
rent decreases,  but  the  power  increases  again 
in  the  same  direction  as  before,  to  the  second 
maximima  in  the  same  half  cycle,  at  90  deg. 
phase  displacement,  and  then  the  power 
decreases  again  to  the  reversal.  This  is  well 
illustrated  in  Figs.  13  and  14. 

C:  Slipping 

Consider  now  the  case  that  two  alternators, 
or  groups  of  alternators  such  as  station  sec- 
tions, are  connected  together  while  different 
from  each  other  in  frequency  by  25,  that  is, 
one  alternator  has  the  frequency  (1— 5)/,  the 
other  the  frequency  ( 1  -|-5)/,and  the  alternators 
thus  are  slipping  past  each  other  with  the  fre- 
quency 25/. 

We  m.ay  again  assume  the  alternators  as  of 
equal  voltage,  since  a  voltage  difference 
merely  superposes  on  the  synchronizing 
energy  current  a  reactive  magnetizing  cur- 
rent, without  materially  changing  the  energy 
relations. 

The  e.m.fs.  of  the  two  alternators  then  may 
be  represented  by : 

^1  =  ^0  cos  (1  ~s)(j)  \ 

f2  =  eo  cos  (l-)-s)</)  / 

The  resultant  voltage  in  the  circuit  between 
the  two  alternators  then  is: 


(25) 


e  =  ei  —  ei 
=  eo  [cos  (I-5)  </)—  cos  (l-|-5)<^] 
=  '2eo  sin  s  <i>  sin  0 
=  '2  E\'^  sill  s  </>  5/;;  <t> 


(2G) 


69S     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  S 


and  its  effective  value : 

E"  =  2  E  sin  s  4>  (27) 

where  £  =  effective  value  of  generator  e.m.f. 

Assume  now  that  5  is  a  small  quantity 
(just  as  we  assumed  in  section  B,  that  p 
is  a  small  quantity),  that  is,  that  the  two 
alternators  have  nearly  the  same  frequency. 
The  change  of  sin  s<i>  then  is  slow  compared 
with  that  of  sin  0,  and  for  all  phenom.ena 
of  frequency  /,  sin  5  </>  may  be  assum.ed 
as  constant,  and  the  reactance  of  the  circuit 
may  be  assumed  as  the  sam_e,  x  =  2irfL,  for 
both  component  e.m-.fs.,  ei  and  €2.  that  is,  for 
both  frequencies  (1— 5)/and  (1+5)/. 

The  interchange  current  between  the  alter- 
nators then  is: 


2p  =  pi~p-> 


t  = sm  s  4>  sin  (0  — a) 

z 


_2EV2 


sin  s  4>  sill  {(p  —  a) 


hence,  the  effective  value: 

2  E 
I  =  ~ —  sin  s  (j> 

where : 


(28) 


(29) 


tan  a  =  — 
r 

With  regard  to  the  e.m..f.  of  one  of  the 
alternators,  for  instance,  Ci,  this  current 
always  lags.  Its  lag  is  90  deg.  when  the  cur- 
rent is  a  maximum.  With  the  decrease  of 
current,  the  lag  decreases  from  90  deg.  in  the 
one,  and  increases  in  the  next  beat,  and 
approaches  in-phase  respectively  in-opposi- 
tion,  when  the  current  is  a  minimum.  The 
power-factor  thus  varies  from  zero  at  rraxi- 
m.um.  current,  to  unity  at  zero  current,  and  its 
average  thus  is  low.  Fig.  \:i  shows  as  Curve 
III  the  relation  of  ei  to  i  for  the  exaggerated 
value  5  =  0.09. 

The  jjower  of  the  one  alternator  then  is 
given  by: 

P:=eii 

^■2e^ 

z 

4  £2 
= sm  s  <t)  si)t  (<t>~  a)  cos  ( 1  —5)0  (.'50) 


sin  s  4>  sin  (4>  —  a)  cos  (/  —  5)<^ 


that  of  the  other  alternator: 
pi  =  e-ii 

4  £2 

= sin  s <t> sm  (0  —  a)  cos  (\+s)4>  (.'51) 

z 

and    the    power    transfer    between    the    two 
alternators  then  is  gi\-en  by : 


8  £2 


2£= 


sin  s  4>  sin  {<i>  —  a)  cos  s  </>  cos  <^ 


=  -  -  -  sin  2  5  0  [sin  {2  4)  —  a)  —sin  a] (.32) 

The  first  term,  with  sin  (2  0  —  a),  again  is  a 
double  frequency  term,  representing  the 
periodic  storage  and  return  of  the  energy- 
during  the  half  cycle  of  voltage,  thus  does  not 
represent  any  power  transfer  and  the  power 
transfer  between  the  alternators  is  thus 
giv'en  by: 


P  =  —  sin  2  s  4>  sin  a 


(33) 


L'sually  it  is  approximately:  a  =  90  deg., 
that  is,  the  reactance  is  large  com.pared  with 
the  resistance,  and  equation  (33)  then 
becom.es : 


£- 
P  =  —  sin  2  50 


(34) 


During  each  cycle  of  the  frequency  sf,  of 
ths  slip  from  synchronism,  or  average  fre- 
ciuency,  the  am.plitude  of  the  current  i  thus 
twice  becom_es  zero  and  in  phase,  and  twice 
reaches  a  maximum,  when  the  alternators  are 
in  opposition,  and  the  power  P  four  tim.es 
reaches  a  maximiun  and  four  times  becom.es 
zero  and  reverses,  twice  when  the  current 
comes  into  phase  with  the  e.m.f.  but  the 
current  becomes  zero,  and  twice  when  the 
current  is  a  maximiim  but  in  quadrature  witli 
the  e.m.f.,  and  the  power  thus  becom.es  zero. 
The  power  transfer  between  the  alternators 
thus  reverses  four  times  per  complete  cycle  of 
sli]),  sf,  that  is,  is  of  the  frequency  25/,  with 
two  positive  and  two  negative  maxima. 

The  average  value  of  the  power  is: 
o        2  £- 


IT 


-P  = 


w  z 


-sin  a 


(3.->) 


and  as  the  duration  of  one  quarter  cycle  of 

slip  is  '0  =  7-7,  the  energy  transfer  between  the 

two  m.achines,  during  a  quarter  cycle  of  slip, 
thus  is: 

■isf  IT 

E^ 

=  - ^  sm  a  (36) 

2  7r  sfz 

The  difference  between  the  slipi)ing  of 
alternators  past  each  other  out  of  synchro- 
nism and  the  oscillation  of  alternators  against 
each  other  at  synchronism  is  thus  that  in  the 
slipping  the  power  fluctuation  and  the 
reversal  of  the  energy  is  of  twice  the  frequency 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS 


699 


of  the  current  fluctuation,  while  in  the  oscil- 
lation of  the  alternators  against  each  other 
at  synchronism,  the  power  fluctuation  or 
reversal  of  energy  flow  is  of  the  same  fre- 
quency as  the  current  fluctuation 

If  two  alternators  are  connected  together 
while  out  of  synchronism,  and  slowly  slip  past 
each  other,  during  each  half  cycle  of  slip,  or 
beat,  while  the  two  machines  e.m.fs.  pass 
from  in-phase,  to  in-opposition,  to  in-phase 
again,  a  periodic  energ\'  transfer  takes  place. 
During  one  quarter  cycle  of  slip  (that  is,  while 
one  alternator  e.m.f.  slips  behind,  the  other 
pulls  ahead  of  the  mean  frequency  by  one 
quarter  cycle,  and  the  two  alternators, 
e.m.fs.,  thus  slip  against  each  other  by  one 
half  cycle)  the  alternators  are  partly  in  phase 
with  each  other,  and  the  slower  machine 
receives  energA^  from  the  faster  machine. 
The  two  machines  are  thereby  brought  nearer 
to  each  other  in  speed,  pulled  towards  syn- 
chronism. During  the  next  quarter  cycle  of 
slip,  however,  the  two  alternators  are  partly 
in  opposition,  and  the  faster  machine  receives 
energ>'  from  the  slower  one.  The  faster 
machine  then  speeds  up,  the  slower  machine 
slows  down,  and  the  two  machines  pull  apart 
again,  by  the  same  amount  by  which  they 
pulled  together  in  the  preceding  quarter  cycle 
of  slip  (if  their  e.m.f.  is  constant).  Thus  the 
two  machines  can  pull  into  step  only  if  the 
energy  transferred  during  one  quarter  cycle 
of  slip,  ir,  is  larger  than  the  energy  required 
to  speed  up  the  momentum  that  is,  kinetic 
energy  M  of  the  machine  to  full  synchronism. 

Due  to  the  energy  transfer  IT  between  the 
machines,  resulting  in  an  alternate  speeding 
up  and  slowing  down,  the  slip  s  is  not  constant 
but  pulsates  periodically  between  the  mini- 
mum value  s— 5i,  at  the  end  of  the  quarter 
cycle  during  which  the  machines  pull  together 
and  the  beginning  of  the  quarter  cycle  during 
which  the  machines  pull  apart,  and  a  maxi- 
mum value  s  +  Si,  at  the  end  of  the  quarter 
cycle  during  which  the  machines  pull  apart 
and  the  beginning  at  the  quarter  cycle  during 
which  the  machines  pull  together;  where  Si 
is  the  amplitude  of  the  pulsation  of  slip.  As 
the  energy  required  to  accelerate  the  momen- 
tum M  of  the  machine  by  the  speed  25]  is 
■isiM,  it  follows: 

ir  =  4siM 


Sl  = 


^\- 


w 

AM 

E^  sin  a 

'  SwsfzM 


is  the  amplitude  of  the  speed  fluctuation  of 
the  two  alternators  during  the  slipping  past 
each  other  out  of  synchronism  with  the  slip  s. 

Si  =  s  gives  as  minimum  slip  s  —  Si  =  0,  that 
is,  the  m.achines  pull  into  synchronism. 

The  maximum  slip  5i  from  which  the  two 
machines  pull  into  synchronism  with  each 
other  is  thus  gi\-en  by  substituting  5i  =  5  in  (37) 


Sa 


_E  ■!  stn  a 
~^\2Tr  fzM 


(38) 


(37) 


St,  thus  is  the  limit  of  synchronizing  pou-er. 

In  Fig.  14,  four  curves  of  power  and  of 
current  (effective  value)  are  shown,  the 
fonner  drawn  in  full  and  the  latter  in  dotted 
lines,  for  oscillation;  coo  =  30,  60,  90  deg.,  and 
slipping. 

As  seen,  the  single  maximmn  power,  Cur\-e 
J,  with  increasing  swing  of  the  oscillation, 
becomes  a  double  maximum  with  a  minimum 
between  the  maxima.  Curve  //;  the  minimum 
then  decreases  to  zero.  Curve  /'//,  at  the 
limits  of  synchronizing  power;  and  the  power 
curv-e  then  overturns.  Curve  IV ,  that  is,  the 
alternator  instead  of  swinging  back  into  phase 
again  continues  to  slip  and  drops  into  phase 
again  by  slipping  one  cycle,  etc.,  and  thereby 
the  power  transfer  curve  doubles  its  frequency 
by  one  of  the  two  lobes  of  Curve  ///  over- 
turning, while  the  current  curve  rem.ains  the 
same,  of  the  frequency  of  the  beat  or  slip. 

D:  Pulling  in  Step 

When  the  two  machines  are  out  of  syn- 
chronism with  each  other  by  a  greater  speed 
difference,  25,  than  that  from  which  the 
machines  can  pull  each  other  into  synchro- 
nism within  one  quarter  cycle  of  slip,  from 
the  equations  of  the  foregoing  section  C  it 
would  follow  that  the  m.achines  can  never  pull 
each  other  into  synchronism,  if  the  voltage 
£o  is  constant,  but  must  indefinitely  continue 
to  slip  past  each  other  coming  nearer  together 
during  one  quarter  cycle  of  slip  and  dropping 
apart  again  by  the  same  amount  during  the 
next  quarter  cycle  of  slip. 

This,  however,  is  under  the  assumption 
that  the  machine  e.m.f.  E  is  constant.  In 
reality,  however,  E  is  not  constant  but  varies 
periodically  with  the  same  frequency  as  the 
current  fluctuates.  The  current  in  the  cir- 
cuit between  the  machines  and  thus  the 
armature  reaction  in  the  machine  varies  in 
amplitude  and  in  phase  difference  against 
the  machine  voltage,  and  the  machine  volt- 
age varies  with  the  am.plitude  and  the  phase  of 
the  armature  reaction. 


700     Au£;ust.  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  S 


Consider,  as  an  approximation,  the 
armature  reaction  as  proportional  to  the 
quadrature  component  of  the  current.  The 
e.m.f.  of  the  machine  would  then  be  expressed 
by   an   approximate   equation   of   the   form: 


E' 


=e[\-c 


sin  s<f>  sin  8 


(39) 


where  c  is  a  constant  and  5  is  the  phase  angle 
between  the  current  and  the  e.m,.f.,  and  5<^ 
represents  the  amplitude  of  the  current  pulsa- 
tion by  equation  (29),  thus  sin  s  <j>  sin  5  rep- 
resents the  quadrature  component  of  the 
armature  current. 

It  is,  however,  by  (25)  and  (29) : 
5  =  {<t>  -  a)  -  {I -s)<l>- 90  deg. 
=  5</)-a-|-90  deg. 
thus : 


E'  =  E  ■   1  -\-c  sin  s4>  cos  (s4>  —  a)  ) 


(40) 


Substituting  equation  (40)  into  the  expres- 
sion of  the  power  of  the  alternator  equation 
(33),  the  equations  still  remain  alternating, 
that  is,  there  is  no  resultant  synchronizing 
power,  but  equal  positive  and  negati/e  values 
of  power  alternate. 

However,  equation  (40)  assumes  that  the 
magnetizing  effect  of  the  armature  reaction  is 
instantaneous,  that  is,  that  the  e.m.f.  E  at 
any  m.oment  is  the  value  corresponding  to  the 
arm.ature  reaction  existing  at  this  mom.ent. 
This,  however,  is  not  the  case;  the  armature 
reaction  is  not  instantaneous  but  requires  an 
appreciable  tim.e,  several  seconds,  to  develop, 
and  the  magnetizing  or  demagnetizing  effect 
of  the  armature  reaction  on  the  voltage  there- 
fore m.aterially  lags  behind  the  armature 
reaction. 

Let  then  or  =  the  angle  of  lag  of  the  voltage 
change  behind  the  arm.ature  reaction  which 
causes  it.     It  is  then: 


E'  =  E<.  \+c  sill  s4>cos  {s(t>  —  a—a) 


(41) 


and  substituting  equation  (41)  into  (33)  gives 

the  power  transfer  between  the  machines: 

!,£-•<,'•         !l+csins<t>  \« 

z  [     cos  (s<f>  — a—(T]  ! 

or  approximately,  considering  c  as  a  small 

quantity : 

E-                              2cE- 
P  =  —  sin  2s(t>  sill  a+  ~ sin  '2s(t>  sin  a 


sin  s<t>  cos  (s<f>  —  a—(X> 


(42) 


The  first  term : 

Er 

—  sin  2s<t>  sill  a 


is    the    slowly    alternating    energy    transfer 
between    the    machines,    discussed    in    sec- 


tion C,  which  causes  their  speed  to  fluctu- 
ate, but  does  not  pennanently  bring  them 
nearer  to  each  other,  that  is,  exerts  no  s>ti- 
chronizing  power  unless  and  until  during 
these  speed  fluctuations  they  reach  complete 
synchronism  and  then  catch  into  step. 
The  second  term: 

2cE- 
P\= sin  2s(j>sin  a.  sin  s4>  cos{s4>— ot—a) 


n  2s<psin  a[    sin  {2s.t>-a-<J  J 


cE-    . 

cEP    .    ,        .  ._      . 

=  —  stn  2s<i>  sm  a  sm  (  a+a)-\ — r—  5»m  a 

2  23 

Icos  (■ls<l>  —  a—a)+cos  (a-rffil 


cE- 


cE- 


cE-- 


=  —;^stn2s(i>sin  asm  {a-\-<T)  +  -^  sm  a 

cos  {■iS(t>—a  —  <T)+-^  sm  a 

cos  (a+a)  (43) 

The  first  two  terms  also  are  slowly  alternat- 
ing, at  double  and  quadruple  the  frequency 
of  slip,  as  they  contain  terms  with  2s(t>  and  4s<i> 
and  thus  represent  no  continuous  power  trans- 
fer; the  third  term,  however. 


„      cEr     . 

Po  =  -^  Stn  a  cos  (a+a) 


(44) 

is  constant,  that  is.  represents  a  continuous 
synchronizing  power. 

If  a  =  90  deg.,   that  is,   the  resistance  is 
negligible  compared  with  the  reactance: 


(45) 


If  thus  two  alternators  or  station  sections 
are  considerably  out  of  synchroni.sm  with  each 
other,  they  continue  slipping  past  each  other 
with  large  fluctuating  currents  flowing  be- 
tween them,  and  the  speeds  of  the  machines 
fluctuate  with  the  fluctuations  of  the  current. 
These  currents  do  not  decrease  in  amplitude, 
but  remain  of  practically  constant  value,  but 
their  period  of  fluctuation  gradually  becomes 
slower,  that  is,  the  fluctuation  gradually 
becomes  slower,  while  currents  slowly  pull  the 
machines  nearer  into  synchronism  with  each 
other,  that  is,  decrease  their  frequency  differ- 
ence, until  the  critical  frequency  2so  is  reached 
(where  the  acceleration  during  a  quarter  cycle 
of  slip,  2si,  reaches  full  synchronism).  Then 
the  machines  suddenly  drop  into  synchro- 
ni.sm.  but  oscillate  in  phase  against  each  other 
with  an  approximately  constant  frequency 
of  oscillation,  but  with  a  current  fluctuation 
which  steadily  (and  usually  rapidly)  decreases 
until  steady  conditions  of  speed,  current,  and 
voltage  are  reached. 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS    701 


The  armature  reaction  of  the  alternator  is 
represented  by  the  difference  of  the  syn- 
chronous reactance  xo  and  the  true  reactance 
Xi,  that  is,  by  an  efifective  reactance  of  arma- 
ture reaction. 

X2=Xo  —  Xi. 

The  coefficient  c  in  the  synchronizing 
power,  Po  in  equation  (44),  is  that  fraction  of 
the  reactance  of  the  armature  reaction  X2 
which  appears  during  the  short  time  of  the 
current  fluctuation.  Thus  c  is  larger,  the 
slower  the  fluctuation,  that  is,  the  less  5. 
In  other  words,  c  increases  with  decreasing 
slip,  that  is,  increasing  approach  to  syn- 
chronism. 

Inversely,  since  ff  is  a  maximum  and  practi- 
cally 90  degrees  for  large  values  of  5,  where 
the  voltage  fluctuation  lags  practically  90  deg. 
behind  the  fluctuation  of  the  armature 
reaction,  and  decreases  with  decreasing  s, 
that  is,  increasing  approach  to  synchronism, 
c  siti  a,  and  thus  the  synchronizing  power, 
Po  in  equation  (44),  should  be  a  maximum  at 
some  moderate  slip  .j  and  decrease  for  larger 
as  well  as  smaller  slips. 

Assume  that  it  takes  ^0  seconds  for  the 
field  to  build  up  to  correspond  to  the  armature 
reaction.  With  the  current  fluctuating  with 
the  frequency  2sf,  and  assuming  that  the 
magnetizing  effect  of  the  armature  reaction  is 
sinoidal,  it  would  be: 


1 


4sfto 


and: 


thus : 


ina  =  \l\  —  I  - — r-  I 


Po- 


Eo- 


S  35/^0 

However,  secondary  effects  occur 
or  less  modify  the  value  Po.  such  as 
of  secondary  currents  induced  in 
structure  by  that  component  of  the 
current  which  is  due  to  the  e.m. 
other  machine,  and  which  gives  an 
motor  torque  tending  to  pull  the 
together  into  synchronism. 

E:  Equations 

3=  \/r^  +  x'' 


(40) 

and  more 
the  effect 
the  field 
armature 
f.  of  the 
induction 
machines 


total  impedance  of  circuit  be- 

X 


tween  alternators.      tan  a  = 

r 

CO  =  phase  angle  between  alternator  e.m.fs. 

/)/=  frequency  of  oscillation. 

5/  =  frequency  of  slipping. 


Eff: 


\/2 


.4;  Continuous  Power        B.' Oscillation  C  and  D.'  Slipping 

Transfer  in  Synchronism       Out  of  Synchronism 

Alternator  e.m.fs.: 

?1  =  fii  cos  (<()  —  <j)       «(!  COi  (<>  —  w)  Cis  co%  {\  —  s)ii> 

Pz  =  fii  f oi  (* -H  m)     en  coi  (<() -|- u)        es>cos{\-\-s)^ 
ta  en 

Resultant  e.m.fs.: 

e    =2esin  w  sin  tt>  2  e  sin  a  sin  <)>     2  c  sin  S(t>  sin  <t> 
Eff: 

£"  =  2  £"  sinu         2  £"  sin  u  2  £"  sin  s  <}> 

Resultant  Current: 

.      2  f  n     .  .  2  1,1     .  2  CT     . 

1= sin  tit  sni  itp  ~  a)  stn  i^  sin  {if  —  a)    — sm  s  ip  sin  {ifi  —  a) 

s  s  s 

Eff: 


2E  2  E 

I  =  —  sin  u        - —  sin  w 


Continuous  Power  Transfer: 
E- 

Pv  = —  sin  2w  51 H  a 


2£    .      ^ 

—  si  n  s  <t> 


sm  a  COS  {  a  -f  o 


Low-frequency  Power  Fluctuation 

P  = 
Low-frequency  Energy  Transfer 

ir  = 

Attenuation: 


E"    .  .  E- 

—  sin  2  (Jo  sin  a     —  sin2  s  <l>  sin  a 

z  z 


E-    .       1  —cos2ic 
--  sina 


4  pfwo       2  TT  sfz 


u}  —  ttiasin  pti> 

=  wooe""'  sin  p(t> 

Pulsation  of  Slip: 

Si  = 

Critical  Slip: 

So  = 

Pulsation  of  Armature  Reaction: 
c  = 

Lag  of  Armature  Reaction: 
sin  a  = 


E'  sin  a 
8  TT  sjzM 

— -»!    ^ 


jzM 


1 
4i/fa 


\  l-c= 

It  is  interestitig  to  note  that  the  limit  case 

7r  • 

of  ir,  in  section  B  for  w  =  — ,  and  in  section^C 

for    5=5o.    must    coincide:  irB  =  irf.     This 
gives: 

/£=    .        l-fOs2M,,  /  ,  /    £-        •         / 

/  —  sma —-7 '  =  2  ' J-  sjn  a 

I    2  -t />/"..       /co„  =  -^  12-^sjz  js  =  Sl, 

Hence: 

p=Sa 

and,  substituting  for  so'- 

A  =  —        ^i"  " 

^     2\2,r^M 

is  the  frequency  of  oscillation. 


(To  be  Continued) 


702     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  S 


The  Penetration  of  Iron  by  Hydrogen 

By  T.  S.  Fuller 
Rese.\rch  L.^boratory,  Gener.al  Electric  Comp.\ny 

.This  article  describes  the  results  o£  tests  made  to  determine  the  eflfect  of  current,  treatment  of  the  iron, 
temperature,  electrolyte,  and  surface  coating  on  the  penetration  of  iron  by  nascent  hydrogen.  A  new  and 
convenient  form  of  apparatus  was  developed  for  the  experiment.  It  was  found  that  the  rate  of  penetration 
increases  with  increase  in  temperature  and  is  greater  for  iron  immersed  in  one  per  cent  sulphuric  acid  than 
for  iron  electrolyzed  as  cathode  in  a  similar  solution.  Copper  is  impervious  to  hydrogen  at  ordinary  tempera- 
tures. Coating  the  iron  with  tin  increases  the  rate  of  penetration,  while  coating  it  with  zinc  or  copper  has 
the  opposite  effect. — Editor. 


Some  time  ago  the  writer  published  the 
restilts  of  som.e  plating  experiments  on  steel 
springs  in  which  he  concluded:  "The  facts 
are  all  in  accord  with  the  assumption  that  the 
absorption  by  the  steel  of  atomic  or  nascent 
hydrogen  liberated  at  the  cathode  is  the  cause 
of  the  embrittlem-cnt  of  steel  springs  in  the 
plating-bath."  The  results  of  these  experi- 
ments, together  with  those  of  Charpy  and 
Bonnerot',  Coulson-,  Merica',  and  others  led 
to  the  study  of  the  factors  which  govern  the 
penetration  of  iron  by  atomic  hydrogen, 
namely,  current,  treatment  of  the  iron,  tem- 
perature, electrolyte  and  surface  coatings. 

It  is  well  known  that  iron  at  room  tem- 
peratures is  impermeable  to  gaseous  or  molec- 


hydrogen  expressed  in  cubic  centirreters  per 
hour,  collected  in  the  steel  tube: 


Temperature 

1              cc.  of  H:  per  hr 

350  deg. 

C. 

1.1 

450  deg. 

c. 

3.2 

.5.50  deg. 

c. 

8.5 

750  deg. 

c. 

30.0 

850  deg. 

c. 

42.0 

Pressures  as  high  as  26  atmospheres  were 
obser\-ed  by  these  writers  in  an  iron  con- 
tainer which  was  made  cathode  in  an  acid 
solution. 


Fig.  1.     Diagram  showing  Construction  of  Apparatus  for  Measuring  the 
Rate  of  Hydrogen  Penetration 


ular  hydrogen  (Ho),  but  that  at  higher  tem- 
perature it  becomes  more  or  less  permeable. 
It  is  not  so  well  known,  perhaps,  that  iron  at 
room  temperature  is  permeable  to  nascent  or 
atomic  hydrogen  (H).  These  problems  have 
been  investigated  by  Charpy  and  Bonnerot'. 
Their  apparatus  consisted  of  a  steel  tube  ()■') 
mm.  thick,  connected  to  a  pump  which 
maintained  a  constant  pressure  of  0.2  mm. 
inside  the  tube.  This  tube  was  placed  inside 
another  one  of  porcelain,  which  was  heated 
and  through  which  gaseous  hydrogen  at 
atmospheric  pressure  flowed,  surroimding  the 
steel  tube.  The  iron  was  found  to  be  imper- 
meable up  to  a  temperature  of  ;52.j  deg.  C. 
The  following  table  taken  from  Charpy  and 
Bonnerot's  data  shows  the  amount  of  gaseous 

■  Trans.  Am.  Elictrochem.  Soc.  VoL  32  (1917),  p.  247-2.V5. 
'  Compt.  Rend.  154.  592-4  (1912),  1.56.  394-6  (1913). 

•  Trans.  Am.  Elcctrochem.  Soc.  Vol.  32  (1917).  p.  2.37-24.i. 

•  Met.  and  Chem.  Eng..  Vol.  16  (1917).  p.  496-503. 


Apparatus 

A  very  convenient  as  well  as  novel  form  of 
apparatus  has  been  developed  and  used  for 
the  experiments  described  in  this  paper. 

It  consists  of  a  seamless  iron  tube  plugged 
at  the  bottom,  and  sealed  at  the  top  to  a  glass 
U  tube  having  one  arm  closed  and  cali- 
brated and  the  other  open.  After  assem- 
bling, the  apparatus  is  completely  filled  with 
m.ercur>%  an(i  when  in  operation  hydrogen 
penetrates  the  iron  tube,  and  rising  quickly 
displaces  the  mcrcviry  in  the  closed  and  cali- 
brated arm  of  the  U.  Fig.  1  is  from  a  draw- 
in;.;  showing  the  construction  of  one  of  the 
units.  .4  is  a  section  of  seamless  iron  tubing 
12  in.  long,  and  \^  in.  outside  diameter, 
with  a  wall  ,'g  in.  thick,  i^isa  cone-shaped 
tube  of  nickel  steel  having  its  small  end  brazed 
to  the  iron  tube  A .  The  large  end  of  B  makes 
a  \acuum  tight  seal  with   the  bottom  of  the 


THE  PENETRATION  OF  IRON  BY  HYDROGEN 


703 


Fig.  2.      Apparatus  Completely  Filled 
with  Mercury 


Fig.  3.      Apparatus  Showing  Partial  Displacement 
of  Mercury  by  Hydrogen 


Fig.  4.      Arrangement  for  Measuring  Hydrogen  Penetration  at  Different  Temperatures 


r04     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  S 


glass  tube  C,  which  terminates  at  the  top  in 
the  U  tube  D-E.  D  is  closed  at  the  top  and 
calibrated,  and  E  is  open.  The  capacity  of  D 
is  about  two  cubic  centimeters.  F  is  a  plati- 
num wire  which  is  sealed  through  the  glass 
and  dips  into  the  mercury.  G  is  an  iron  plug 
which  is  brazed  into  the  bottom  of  the  iron 
tube  A.  H  iscL  section  of  rubber  tubing  which 
protects  the  brazed  joint  between  A  and  B, 
as  well  as  B  itself,  from  the  action  of  the 
electrolyte,  and  7  is  a  coating  of  rubber 
cement  which  protects  the  brazed  joint  be- 
tween ^4  and  G.  The  finished  unit  is  so 
arranged  that  the  electrolyte  comes  in  contact 
with  only  iron  and  glass.  When  the  unit  is 
complete  it  is  sealed  to  a  vacuum  pump  and 
tested  for  leaks.  None  have  been  used  which 
could  not  be  pumped  out  to  a  pressure  of 
0.005  m_m.  of  mercurs'  without  showing  a  leak. 
After  filling  with  mercury  the  units  are  ready 
for  use. 

Fig.  2  is  a  photograph  of  one  of  the  units 
completely  filled  with  mercury,  and  Fig.  3  is 
a  photograph  of  another  unit,  the  mercury  in 
the  measuring  tube  of  which  has  been  par- 
tially displaced  by  the  hydrogen  which  has 
collected.  Fig.  4  shows  the  scheme  for 
measuring  the  rate  of  hydrogen  penetration 
at  dift'erent  temperatures.  Six  units  are 
immersed  in  glass  tubes,  containing  the 
electrolyte,  these  tubes  being  in  turn 
immersed  in  an  electrically  heated  water-bath. 

Effect  of  Current 

To  determine  the  relation  between  current 
and  the  rate  of  hydrogen  ])enetration,  four 
units  were  made  cathode  in  one  per  cent 
sulphuric  acid  at  room  temperature,  the  units 
being  connected  in  the  circuit  by  means  of  the 
platinum  wire  F.  Platinum  anodes  were  used. 
Two  of  the  units  were  electrolvzod  with  a 


current  of  0.2  amp.  and  two  with  a  current  of 
0..5  amp.  The  potential  across  the  former 
cell  was  2.5  volts  and  across  the  latter  2.8 
volts. 

Two  of  the  units  were  electrolyzed  a  second 
time. 

In  every  case  a  current  of  0.5  amp.  allowed 
more  hydrogen  to  penetrate  the  iron  than  did 
a  current  of  0.2  amp.,  but  not  2 J/2  times  as 
much.  The  velocity  of  hydrogen  penetration 
is  not  a  straight  line  function  of  the  current. 
The  rate  is  influenced  by  the  current;  the 
higher  the  current,  at  least  for  such  densities 
as  were  used  in  this  experiment,  the  greater 
the  velocity  of  penetration. 

No  Electrical  Connections 

One  of  the  units  was  immersed,  without 
electrical  connections,  in  a  solution  of  one  per 
cent  sulphuric  acid,  in  other  words  "pickled." 
(Table  II.) 

At  the  end  of  4S  hours,  hydrogen  somewhat 
in  excess  of  2  cc.  had  collected.  This  rate  of 
penetration  is  higher  than  the  rate  for  the 
units  made  cathode  with  currents  of  0.2  or 
0.5  amperes. 

Effect  of  Repeated  Electrolysis 

The  same  unit  was  made  cathode  in  a  one 
per  cent  sulphuric  acid  solution  under  the 
same  conditions  for  four  successive  runs  with- 
out intervening  rest  periods.      (Table  III.) 

The  velocity  of  penetration  increased  with 
each  successive  electrolysis. 

Effect  of  Acid  "Pickle" 

A  unit  which  had  been  pickled  for  4S  hours 
in  one  per  cent  sulphuric  acid  was  immediately 
made  cathode  in  the  usual  manner.  Electro- 
Ivte  was  of  one  per  cent  sulphuric  acid. 
(Table  IV.) 


TABLE  I 


Description  of  Unit 


(1)  Iron — New 

(2)  Iron— New 

(3)  Iron— New 

(4)  Iron — New 

(5)  Iron — same  unit  used  in  (3) 

(6)  Iron — same  unit  used  in  (4) 


Current 


Temp. 


Volume  of 
Hydrogen  Collected 


0.2  amp. 

19  hr. 

20  deg.  C. 

0.55  cc 

()..5  amp. 

19  hr. 

20  deg.  C. 

1.85  cc 

0.2  amp. 

24  hr. 

20  deg.  C. 

0.15  cc 

39  hr. 

20  deg.  C. 

0.90  cc 

42  hr. 

20  deg.  C. 

l.(K)  oc 

0..T  amp. 

24  hr. 

20  deg.  C. 

0.40  cc 

39  hr. 

20  deg.  C. 

1 .35  cc 

42  hr. 

20  deg.  C. 

1.50  cc 

0.2  amp. 

24  hr. 

20  deg.  C. 

0.30  cc 

33  hr. 

20  deg.  C. 

1.00  cc 

48  hr. 

20  deg.  C. 

2.40  cc 

0.5  amp. 

24  hr. 

20  deg.  C. 

0.30  cc 

33  hr. 

20  deg.  C. 

1.47  cc. 

48  hr. 

20  deg.  C. 

2.40  cc. 

THE  PENETRATION  OF  IRON  BY  HYDROGEN 


ro.-) 


TABLE  II 

Description  of  Unit 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

24  hr. 
27  hr. 
33  hr. 
48  hr. 

20  deg.  C. 

20  deg.  C. 

20  deg.  C. 

■       20  deg.  C. 

0  cc. 

0.02  cc. 
0.42  cc. 
2.00  cc. 

TABLE  III 


Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — New 

0.5  amp. 
0.5  amp. 
0.5  amp. 

24  hr. 
39  hr. 
42  hr. 

20  deg. 
20  deg. 
20  deg. 

C. 
C. 
C. 

0.40  cc. 

1.35  CC. 

1.5    cc. 

Same  unit  used  above 

0.5  amp. 
0.5  amp. 
0.5  amp. 

24  hr. 
33  hr. 
48  hr. 

20  deg. 
20  deg. 
20  deg. 

C. 
C. 
C. 

0.30  cc. 

1.47  cc. 
2.00  cc. 

Same  unit  used  above ... 

0.5  amp. 
0.5  amp. 
0.5  amp. 

5.75  hr. 

6.25  hr. 

21.5    hr. 

20  deg. 
20  deg. 
20  deg. 

C. 
C. 
C. 

0.38  cc. 
0.46  cc. 
1.82  cc. 

Same  unit  as  above 

0.5  amp. 
0.5  amp. 

20  minutes 
7.5  hr. 

20  deg. 
20  deg. 

C. 
C. 

0.08  cc. 

2.10  cc. 

TABLE  IV 


Description  of  Unit 


■"Pickled"  48  hr.  in  on?  per  cent 
H,  SO4 

Same  unit  used  above 


Current 


0.2  amp. 

0.2  amp. 
0.2  amp. 


Time 


5.25  hr. 

20  minutes 
7.5  hr. 


Temp. 


20  deg.  C. 

20  deg.  C. 
20  deg.  C. 


Volume  of 
Hydrogen  Collected 


2.20  CC. 

0.20  CC. 
2.10  cc. 


The  acid  "pickle"  facilitated  the  passage  of  the  hydrogen  enormously.   The  same  volume  of  gas  penetrated 

this  unit  in  5-7  hours  as  penetrated  a  new  unit  in  48  hours  under  the  same  conditions. 


TABLE  V 

Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — Previously  electrolyzed  five 
times,  followed  by  a  rest  of  72 
hours 

0.5  amp. 
0.5  amp. 
0.5  amp. 

23  hr. 
28.5  hr. 
31.5  hr. 

48  hr. 

20  deg.  C. 

20  deg.  C. 

1         20  deg.  C. 

20  deg.  C. 

0.25  CC. 

0.60  cc. 
0.92  cc. 
2.20  cc. 

TABLE  VI 


Description  of  Unit 


Current 


Time 


Temp. 


Volume  of 
Hydrogen  Collected 


Iron — Previously  electrolyzed  five 
times,  followed  by  heating  in  air 
to  130  deg.  C.  for  4  hours. 


0.2  amp. 
0.2  amp. 
0.2  amp. 
0.2  amp. 


24.5  hr. 
47.5  hr. 
60  hr. 
67      hr. 


20  deg.  C. 
20.  deg  C. 
20  deg.  C. 
20  deg.  C. 


0.03  cc. 
0.50  cc. 
1.28  cc. 
1.9    cc. 


706     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  8 


Effect  of  Rest  or  Heating 

Rest — A  unit  which  had  been  electrolyzed 
five  times,  and  whose  penetration  value  w  as 
high,  was  allowed  to  rest  for  72  hours  and 
then  made  cathode  in  one  per  cent  sulphuric 
acid.     (Table  V.) 

Heating — Another  unit  which  had  been 
electrolyzed  a  like  number  of  times,  and 
whose  penetration  velocity  was  therefore 
high,  was  heated  to  130  deg.  C.  for  four  hours 
in  air  and  made  cathode  in  one  per  cent 
sulphuric  acid.     (Table  VI.) 

Both  of  these  units,  after  their  respective 
treatrr.ents,  behaved  like  new  ones,  that  is, 
they  showed  penetration  velocities  equal  to 
those  of  new  tubes.  The  velocity  of  the  latter 
unit  ■«  hich  was  electroh-zed  with  a  current  of 
0.2  amp.  was  less  than  the  former  whose  cur- 
rent was  0.5  amp. 

If  units  which  have  been  operating  as 
cathode  continuously  for  several  days,  and 
which  show  a  high  penetration  value;  or  units 
which  have  been  pickled  for  several  days  in 
acid,  be  heated  to  a  temperature  of  130  deg.  C. 
for  four  hours,  or  be  allowed  to  rest  for  72  hours, 
they  will  behave  like  new  units;  that  is,  their 
hydrogen  penetration  value  will  have  been 
reduced  to  that  of  new  units. 

Effect  of  Temperature 

A  rise  in  temperature  increased  the  penetra- 
tion velocity  ver\'  greatly.  A  unit  was  made 
cathode  in  one  per  cent  sulphuric  acid  at  a 
temperature  of  90  deg.  C.     (Table  VII.) 

The  volume  of  hydrogen  which  collected  in 
this  unit  in  33.9  hours  was  equal  to  the  amount 
collected  in  a  similar  tube  electrolyzed  under 
similar  conditions  at  room  temperature  in 
48  hours. 

Two  m.ore  units  were  electrolyzed  simul- 
taneously under  similar  conditions  at  a 
tem.perature  of  80  deg.  C.  The  two  checked 
nicely  with  each  other,  but  the  rate  of 
penetration  was  somewhat  slower  than  the 
rate  of  the  unit  which  was  electrolyzed  at 
90  deg.  C.  The  slower  penetration  was 
probably  due  to  the  difference  in  temperature. 
(Table  VIII.) 

The  time  required  to  collect  2  cc.  of 
hj-drogen  at  different  temperatures,  other 
conditions  being  equal  follows: 


Temperature 


20  deg.  C. 
80  deg.  C. 
90  deg.  C. 


•18  hr. 
4.75  hr. 
3.5    hr. 


Effect  of  Various  Electrolytes 

The  rate  of  penetration  varies  with  different 
electrolytes.  Units  were  electrolyzed  in  one 
per  cent  solutions  of  sulphuric  acid,  potas- 
sium sulphate,  potassium  hydroxide  and  tap 
water.  The  electrolysis  in  potassium  sulphate 
was  done  at  a  temperature  of  20  deg.  C.  and 
is  therefore  compared  to  the  behavior  of  a 
unit  in  sulphuric  acid  at  that  temperature, 
while  the  electrolyses  in  potassium  hydroxide 
and  tap  water  were  done  at  8.5  deg.  C.  and 
consequently  are  com.pared  to  the  behavior  of 
sulphuric  acid  at  that  temperature.  (Tables 
IX.  X,  XI,  and  XII.) 

The  rate  of  penetration  for  the  unit 
imjnersed  in  potassium  sulphate  is  ver>-  slow, 
being  0.0019  cc.  per  hour.  The  rate  for  the 
unit  in  one  per  cent  sulphuric  acid  is  0.024  cc. 
per  hour,  or  at  this  temperature  twelve  and 
one  half  times  the  rate  of  the  potassium 
sulphate  electrolysis. 

Electrolyte  of  One  Per  Cent  Sulphuric  Acid 

Under  the  heading.  "The  Effect  of  Tem- 
perature," it  was  pointed  out  that  a  unit 
electrolyzed  as  cathode  in  one  per  cent 
sulphuric  acid  with  a  current  of  0.2  amp. 
required  4.7.3  hours  at  a  temperature  of  80 
deg.  C.  and  3. .5  hours  at  a  temperature  of  90 
deg.  C.  to  collect  2  cc.  of  hydrogen.  If  it 
be  assumed  that  the  mean  time,  or  4.12.')  hours, 
would  be  required  to  collect  2  cc.  of  hydrogen 
at  the  mean  temperature,  or  8.)  deg.  C  the 
relation  shown  in  Table  XIII  will  hold. 

The  time  necessary  to  collect  2  cc.  of 
hydrogen  from  an  electrolyte  of  one  per  cent 
sodium  hydroxide  or  tap  water,  other  con- 
ditions being  the  same,  is  1.5  times  the  time 
required  to  collect  2  cc.  from  an  electrolyte 
of  one  per  cent  sulphuric  acid. 

Hot  Water  and  Steam 

Hydrogen  produced  by  the  reaction  be- 
tween tap  water  and  iron,  or  steam  and  iron 
collected  in  the  iron  units  at  temperatures 
ranging  from  .50  deg.  C.  to  the  boiling  point. 
Tubes  without  electrical  connections  were 
immersed  in  water  at  ,50  deg.  C  IMl  deg.  C. 
and  in  steam.     (Tables  XI\',  X\',  and  XVI.) 

A  straight  line  results  from  plotting  the 
time  required  to  collect  equal  volumes  of 
hydrogen  from  the  water-steam  system 
against  the  corresponding  temperatures, 
measured  by  the  centigrade  scale.  The 
velocity  of  penetration  of  the  hydrogen  result- 
ing from  the  reaction  between  steam  and  iron 
is  greater  at  steam  temperature  than  the 
penetration  of  the  hydr<.)gen  of  units  made 


THE  PENETRATION  OF  IRON  BY  HYDROOEN 

TABLE  VII 


707 


Description  of  Unit                                   Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — Had  been  electrolyzed  once           0.2  amp. 
followed  by  a  rest  of  72  houri.                0.2  amp. 

0.2  amp. 
0.2  amp. 

2  hr. 

2  hr.  50  min. 

3  hr.  20  min. 
3  hr.  30  min. 

90  deg.  C. 
90  deg.  C. 
90  deg.  C. 
90  deg.  C. 

0.20  CC. 

0.98  cc. 
1.78  cc. 
2.10  cc. 

TABLE  VIII 


Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Previously  electrolvzed  heated  to 
130  deg.  C.  for  4" hours. 

Previously  electrolyzed  heated  to 
130  deg.  C.  for  4  hours. 

0.2  amp. 
0.2  amp. 
0.2  amp. 

0.2  amp. 
0.2  amp. 
0.2  amp. 
0.2  amp. 

2       hr. 
3.5    hr. 
4.5    hr. 
4.75  hr. 

2        hr. 
3.5    hr. 
4.5    hr. 
4.75  hr. 

80  deg.  C. 
80  deg.  C. 
80  deg.  C. 

80  deg.  C. 
80  deg.  C. 
80  deg.  C. 
80  deg.  C. 

0.10  cc. 
0.80  cc. 
1.69  cc. 
2.00  cc. 

0.10  cc. 
0.60  cc. 
1.65  cc. 
2.00  cc. 

TABLE  IX 
ELECTROLYTE  OF  ONE  PER  CENT  POTASSIUM  SULPHATE 


Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — New 

0.2  amp. 

168  hr. 
216  hr. 
264  hr. 
312  hr. 

20  deg.  C. 
20  deg.  C. 
20  deg.  C. 
20  deg.  C. 

0.2    cc. 
0.25  cc. 
0.45  cc. 
0.58  cc. 

TABLE  X 

ELECTROLYTE  OF  ONE  PER  CENT  SULPHURIC   ACID 


Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — New 

0.2  amp. 

24  hr. 
39  hr. 

42  hr. 

20  deg.  C. 
20  deg.  C. 
20  deg.  C. 

0.15  cc. 
0.90  cc. 
1.00  cc. 

TABLE  XI 
ELECTROLYTE  OF  ONE  PER  CENT   SODIUM  HYDROXIDE 


Description  of  Unit                                      Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — New (         0.2  amp. 

0.2  amp. 
0.2  amp. 
0.2  amp. 

31.5  hr. 
40      hr. 
49      hr. 
60.5  hr. 

85  deg.  C. 
85  deg.  C. 
85  deg.  C. 
85  deg.  C. 

0.11  cc. 
0.37  cc. 
0.41  cc. 
2.00  cc. 

TABLE  XII 
ELECTROLYTE  OF   TAP   WATER 


Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  collected 

Iron — New 

0.2  amp. 
0.2  amp. 
0.2  amp. 
0.2  amp. 

21.0  hr. 
30.5  hr. 
43.0  hr. 
61.5  hr. 

85  deg.  C. 
85  deg.  C. 
85  deg.  C. 
85  deg.  C. 

0.05  cc. 
0.85  CC. 
1.51  CC. 
2.00  CC. 

70S     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  8 


cathode  in  the  usual  manner  in  one  per  cent 
sulphuric  acid  at  room  temperature,  and  less 
than  the  hydrogen  of  units  electrolyzed,  in 
one  per  cent  sulphuric  acid  at  90  deg.  C. 

The  relative  rates  follow: 
Unit  electrolyzed  in  one  per  cent  sulphuric  acid 

at  90  deg.  C 14 

Unit  immer:;ed  in  steam 2.5 

Unit  electrolyzed  in  one  per  cent  sulphuric  acid 

at  20  deg.  C 1 


PENETRATION  OF  COPPER  AND  NICKEL 
STEEL  UNITS 
Copper  Unit 

A  unit  such  as  is  shown  in  Fig.  I  was  made 
up,  having  the  tube  .4  of  copper  instead  of 
iron.  After  running  as  cathode  under  the 
usual  conditions,  namely,  one  per  cent  sul- 
phuric acid,  0.2  amp.  and  20  deg.  C,  there 
was  no  evidence  of  gas  having  collected  at  the 


TABLE  XIII 


Electrolyte 

Time  Required  to  Collect  2  cc.  of  Gas 
Under  the  Same  Conditions  at  So  deg.  C. 

Relative  Rate  of  Penetration 

1  per  cent  Sodium  Hydroxide  Tap  Water 
1  per  cent  Sulphuric  Acid 

60.5      hr. 

61.5      hr. 

4.125  hr. 

1.02 

1 
15 

TABLE  XIV 

WATER  AT   50  DEG.  C. 


Description  of  Unit 


Time 


Temp 


Voiuiif  <_.i 

Hydrogen  Collected 


Iron — New 


3hr. 

50  deg.  C. 

0.10  cc. 

24  hr. 

50  deg.  C. 

0.19  cc. 

84  hr. 

50  deg.  C. 

0.22  cc. 

112  hr. 

50  deg.  C. 

0.40  cc. 

172  hr. 

.iO  deg.  C. 

0.51  cc. 

180  hr. 

.50  deg.  C. 

0..55  cc. 

188  hr. 

50  deg.  C. 

0.60  cc. 

TABLE  XV 
WATER   AT   90   DEG.   C. 


Description  of  Unit 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron — New 

24  hr. 
40  hr. 
48  hr. 
88  hr. 

90  deg.  C. 
90  deg.  C. 
90  deg.  C. 
90  deg.  C. 

0.30  cc. 

0.50  cc. 
0.69  cc. 
1.50  cc. 

TABLE  XVI 

STEAM   AT   ATMOSPHERIC   PRESSURE 


Description  of  Unit 


Time 


Iron — New 


2hr. 

:>  hr.  10  niin. 

4  hr.  20  min. 

5  hr.  25  min. 

6  hr. 

7  hr.  15  min. 
7  hr.  50  min. 
9  hr.  10  min. 

10  hr.  25  min. 


Temp. 


100  deg.  C 
100  deg.  C 
100  deg. 
1(H)  deg. 
100  deg. 
100  deg. 
100  deg. 
100  deg. 
100  deg. 


Volume  of 

Hydrogen  Collected 

0.15 

cc. 

0.20 

cc. 

0.29 

cc. 

0.38 

cc. 

0.40 

cc. 

0.50 

cc. 

tl.,52 

cc. 

0.57 

cc. 

0.60 

cc. 

THE  PENETRATION  OF  IRON  BY  HYDROGEN 


ro9 


end  of  3S4  hours.  At  this  point  mercury  had 
amalgamated  with  the  copper  to  such  an 
extent  that  the  electrolysis  had  to  be  dis- 
continued. 

Nickel  Steel  Unit 

Another  unit  was  made  up  having  the 
tube  ^  of  3  per  cent  nickel  steel.  This  was 
electrolvzed  under  the  usual  conditions. 
(Table  XVII.) 

The  penetration  rate  was  roughly  the  same 
as  the  rate  for  iron  under  similar  conditions. 


Penetration  of  Iron  Units  Coated  in  Different  Ways 

Four  iron  units,  having  the  tube  .4  of  each 
unit  treated  with  a  different  coating,  were 
immersed  in  steam  at  atmospheric  pressure. 
The  coatings  were  tin  (dipped),  zinc  (galva- 
nized), zinc  (sherardized,  and  copper  (dipped). 

In  this  experiment  the  hydrogen  from 
steam  penetrated  the  tinned  iron  unit  much 
more  rapidly  than  it  did  a  unit  of  iron.  The 
passage  of  the  hydrogen  was  evidently 
facilitated  by  the  presence  of  the  tin.  The 
rate  for  the  two  zinc-coated  units  was  less 


TABLE  XVII 

Description  of  Unit 

Current 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Nickel  Steel 

0.2  amp. 
0.2  amp. 
0.2  amp. 
0.2  amp. 

4hr. 
23.5  hr. 
29.5  hr. 
54.5  hr. 

20  deg.  C. 
20  deg.  C. 
20  deg.  C. 
20  deg.  C. 

0.04  cc. 

1.00  cc. 
1.20  cc. 
1.80  cc. 

TABLE  XVIII 

TINNED  IRON 


Description  of  Unit 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron— 

—  Dipped  in  molten  tin 

3.0  hr. 

8.5  hr. 
16.0  hr. 
22.5  hr. 

100  deg.  C. 
100  deg.  C. 
100  deg.  C. 
100  deg.  C. 

0.40  cc. 

1.12  cc. 
1.62  cc. 
2.00  cc. 

GALVANIZED  IRON 

Description  of  Unit 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron- 

-  Dipped  in  molten  zinc 

3.0  hr. 
20.0  hr. 
31.5  hr. 
45.5  hr. 

100  deg.  C. 
100  deg.  C. 
100  deg.  C. 
100  deg.  C. 

0.20  cc. 
0.72  cc. 
0.90  cc. 
1.10  cc. 

SHERARDIZED  IRON 

Description  of  Unit 

Time 

Temp. 

Volume  of 
Hydrogen  Collected 

Iron- 

—Heated  in  zinc  powder 

1.5  hr. 
13.0  hr. 
28.0  hr. 
45.0  hr. 

100  deg.  C. 
100  deg.  C. 
100  deg.  C. 
100  deg.  C. 

0.15  cc. 

0.40  cc. 
0.45  cc. 
0.60  cc. 

COPPERED  IRON 


Description  of  Unit 

Time 

-r. Volume  of 

temp.                   Hydrogen  Collected 

Iron — Dipped  in  molten  copper 

40  hr. 

44  hr. 

47  hr. 

103  1  r. 

100  deg.  C.                        0  cc. 
100  deg.  C.                 0.10  cc. 
100  deg.  C.                 0.14  cc. 
100  deg.  C.                 0.72  cc. 

710     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  S 


than  for  iron.  The  rate  for  the  coppered 
unit  was  very  slow,  and  probably  no  hydrogen 
would  have  penetrated  had  the  coating  been 
thick  and  uniform.  It  is  likely  that  the 
hydrogen  went  through  the  iron  and  not  the 
copper,  in  small  areas  where  the  latter  had 
corroded  away. 

The  comparative  rates  for  iron,  and  for 
iron  with  the  various  coatings,  in  steam  at 
atmospheric  pressure  follow: 


Description 
of  Unit 

Time  Required  to 

Collect  0.60  cc. 

of  Gas 

Relative  Rate 
of  Penetration 

Tinned  Iron 
Iron 

Galvanized  Iron 
Sherardized  Iron 
Coppered  Iron 

4.0  hr. 
10.5  hr. 
15.5  hr. 
45.0  hr. 
86.0  hr. 

21.0 
8.2 
5.5 

1.9 

1 

Experiment   with   Barium   Chloride   and   Potassium 
Dichromate 

Evidence  that  the  hydrogen  which  collected 
in  the  units  was  produced  outside  the  tube 
and  forced  through  the  metal  under  pressure, 
and  was  not  produced  by  the  acid  leaking  into 
the  tube,  and  later  reacting  with  the  metal, 
was  furnished  by  two  experiments. 

(1)  An  iron  unit  was  immersed,  without 
electrical  connections,  in  one  per  cent  sul- 
phuric acid  for  22  hours,  during  which  time 
2.4  cc.  of  hydrogen  collected.  The  unit  was 
then  emptied  of  mercury  and  10  cc.  of  dis- 
tilled water  poured  in  and  shaken  so  as  to 
come  well  in  contact  with  the  inside  surface 
of  the  iron  tube.  This  water  solution  gave  a 
negative  test  for  sul])hates  with  BaCl;, 
indicating  that  no  sulphuric  acid  had  come 
in  contact  with  the  inside  of  the  tube. 

(2)  Another  unit  was  immersed,  without 
electrical  connections,  in  a  solution  of  one  per 
cent  sulphuric  acid  to  which  had  been  added 
one  per  cent  of  K2Cr207.  No  gas  collected 
in  this  unit  after  immersion  for  9()  hours. 

The  fact  that  the  oxidizing  action  of  the  one 
per  cent  KoCr./)?  in  one  per  cent  sulphuric 
acid  solution  prevents  the  passage  of  hydrogen 
through  the  iron,  at  least  for  9(1  hours;  and 
that  the  inside  of  an  iron  unit  jjickled  for  22 
hours  in  one  per  cent  sulphuric  acid  showed  a 
negative  test  for  sulphates,  furnish  additional 
evidence  that  the  hydrogen  which  collects 
inside  the  units  is  formed  on  the  outside  and 
forced  through  the  iron  walls,  and  is  not 
formed  on  the  inside  by  reaction  between  the 
iron,  and  some  suljihuric  acid,  which  has 
by  some  seemingly  imjiossible  means  leaked 
through  to  the  inside  of  the  tube. 


Composition  of  the  Gas 

A  sample  of  gas,  which  was  collected  in  an 
iron  unit  electrolyzed  as  cathode  in  the 
usual  manner,  showed  the  following  analysis; 

Oxygen Xone 

Carbon  Monoxide.  None 

Carbon  Dioxide ...  None 

Hydrocarbons None 

Hydrogen  Sulphide  None 

Hydrogen |  ^j-?  Per  cent 

^  \  94. o  per  cent 

The  remaining  5  per  cent  was  an  incom- 
bustible gas  such  as  No. 

Another  sample  of  gas,  which  was  collected 
in  an  iron  unit  immersed  in  steam  at  atmos- 
pheric pressure,  consisted  largely  of  hydrogen. 

Conclusion 

It  has  been  shown  that  hydrogen  penetrates 
iron  at  temperatures  between  20  deg.  C.  and 
100  deg.  C.  under  a  great  variety  of  con- 
ditions, all  of  which  influence  the  rate.  The 
velocity  of  hydrogen  penetration  is  greater 
for  a  unit  immersed,  without  electrical  con- 
nections, in  one  per  cent  sulphuric  acid  than 
for  units  electrolyzed  as  cathode  in  a  like 
solution,  with  such  current  densities  as  were 
tried.  The  rate  for  electrolyzed  units  is 
influenced  by  the  current;  the  higher  the  cur- 
rent, for  such  densities  as  were  used,  the 
higher  the  rate,  but  the  relation  is  not  a 
straight  line  function.  The  penetration 
velocity  increases  with  each  successive  elec- 
trolysis, provided  rest  periods  do  not  inter- 
vene, or  w-ith  acid  "pickling."  The  effect  of 
rest  or  moderate  heating  upon  units  which 
have  been  electrolyzed  or  jMckled  is  to  restore 
the  original  resistance  of  the  iron  to  the  pas- 
sage of  hydrogen.  Temperature  has  a  marked 
effect,  the  rate  of  penetration  increasing  with 
the  temperature.  The  rate  at  90  deg.  C.  for 
an  iron  unit  made  cathode  in  one  per  cent 
sulphuric  acid  with  a  current  of  0.2  amp.  is 
14  times  its  rate  under  similar  conditions  at 
20  deg.  C.  The  velocities  of  penetration  for 
units  electrolyzed  in  one  per  cent  solutions 
of  potassium  suljihate  and  sodium  h\droxide, 
and  in  ta])  water,  are  about  equal  and  are 
1,  12-1  15  the  velocity  of  units  electrolyzed 
in  one  per  cent  sulphuric  acid. 

Hydrogen  produced  by  the  reaction  between 
tap  water  at  temperatures  from  50  deg. 
C.-IOO  deg.  C.  and  iron,  or  between  steam  and 
iron,  penetrates  the  metal  at  a  rate  depending 
dirccth-  upon  the  tcmjieratiiro.  Tlie  oxide 
which  is  one  of  the  products  of  the  reaction 
forms  a  coating  on  tlie  metal,  whicli  becomes 
thicker  and  thicker,  and  tinall\'  protects  the 


THE  WHITE  MAZDA  LAMP 


iron  from  further  action.  If  it  were  not  for 
this  coating  of  iron  oxide,  iron  pipes  carrying 
hot  water  or  steam  would  continually  give  off 
hydrogen  and  quickly  deteriorate. 

The  velocity  of  penetration  for  3  per  cent 
nickel  steel  is  the  same  as  that  for  iron. 
Hydrogen  does  not  penetrate  copper  at  a 
temperature  of  20  deg.  C.  The  rate  for 
tinned  iron  is  greater  than  for  iron;  and  foi 
galvanized,  sherardized  and  coppered  iron  is 
less.  It  seems  that  the  passage  of  hydrogen 
is  facilitated  by  the  presence  of  tin  and 
retarded  by  zinc  and  copper.  No  evidence  of 
sulphates  could  be  found  inside  a  unit  which 
had  been  pickled  in  sulphuric  acid  and  in 
which  2.4  cc.  of  hydrogen  had  collected.  No 
hydrogen  penetrated  a  unit  immersed  in  a 
solution  of  one  per  cent  sulphuric  acid  plus  one 
per  cent  potassium  dichromate  in  96  hours. 
The  gas  which  was  collected  in  one  of  the  units 
was  analyzed  and  found  to  contain  95  per 
cent  hydrogen  and  5  per  cent  of  an  incom- 
bustible gas,  possibly  nitrogen. 

The  facts  will  admit  of  the  following 
explanation  of  the  manner  in  which  hydrogen 
is   forced    through    iron    tubes   having   walls 


1^6  in.  in  thickness.  Atomic  hydrogen  (H) 
which  has  been  liberated  by  the  current,  in 
the  case  of  units  which  were  electrolyzed,  or 
by  the  reaction  between  metal  and  solution 
in  the  case  of  units  which  were  not  electro- 
lyzed, penetrates  the  iron,  where  gaseous  or 
molecular  hydrogen  (H-.)  is  later  formed. 
Iron  at  room  temperatures  is  impermeable  to 
the  latter.  The  atomic  hydrogen  continues 
to  penetrate  the  surface  of  the  metal  rapidlv 
and  to  form  molecular  hydrogen.  The  latter 
can  escape  only  very  slowly  and  as  a  pressure 
sufficient  to  force  the  gas  through  the  metal 
is  built  up.  It  is  a  pressure  built  up  in  this 
way  which  also  results  in  the  well  known 
phenomenon  of  the  cracking  of  hardened  steel 
when  "pickled"  in  acid. 

The  writer  hopes  that  the  experiments 
which  have  been  described  in  this  paper  will 
help  to  focus  the  thought  of  electro-chemists 
on  these  problems,  and  that  as  a  result  a 
more  comprehensive  understanding  of  the 
mechanism  of  the  passage  of  hydrogen 
through  iron  at  temperatures  equal  to  or 
below  the  boiling-point  of  water  may  be 
had. 


The  White  Mazda  Lamp 

By  Ea'rl  a.  Anderson 
Engineering  Dep.^rtment,  National  Lamp  Works,  General  Electric  Company 

Of  late  years,  absence  of  glare  is  becoming  recognized  as  one  of  the  essentials  of  good  lighting.  A  number 
of  schemes  have  been  developed  to  eliminate  glare  by  manipulating  the  light  after  it  has  left  the  lamp;  for 
example,  variations  of  semi-indirect  and  indirect  lighting.  The  latest  method  in  connection  with  moderate 
wattage  incandescent  lamps  is  the  reduction  of  glare  at  its  source  by  the  use  of  the  lamp  described  in  the 
following  article. — Editor. 


Within  the  past  few  years  many  illuminat- 
ing engineers  have  been  turning  their  atten- 
tion more  and  more  strongly  toward  the 
elimination  of  that  bugbear  of  manj^  lighting 
installations — glare.  Although  much  has 
been  done  to  minimize  this  evil  in  industrial 
installations,  until  recently  little  considera- 
tion has  been  accorded  it  in  residential  light- 
ing. The  newly  developed  white  Mazda 
lamp,  on  account  of  the  softness  of  its  light, 
has  proved  especially  effective  in  reducing 
the  glare  so  often  found  in  lighting  units  in 
the  home. 

Distinctive  Features 

The  outstanding  characteristic  of  this  lamp 
is  the  diffusion  of  its  light.  As  shown  in  Fig. 
1,  the  bulb  is  made  of  a  special  white  glass, 


designed  expressly  for  the  purpose  of  minimiz- 
ing glare.  The  large  volimie  of  light  which  the 
filament  emits  is  dift'used  to  the  point  where 
the  bulb  itself  appears  liuninous.  The  bright- 
ness of  the  bulb  is  about  13  candle-power  per 
square  inch  over  the  brightest  square  inch  of 
area  which  is,  of  course,  far  below  that  of  the 
filament  of  a  Mazda  lamp. 

It  has  been  pointed  out  by  many  illiuninat- 
ing  engineers  that  glare  (which,  however 
defined,  is  ultimately  light  that  hurts  the 
eye)  is  to  a  considerable  extent  a  matter  of 
brightness  contrast.  The  illustration  of  auto- 
mobile headlights,  which  are  glaring  at  night 
but  which  are  scarcely  noticeable  during  the 
day,  mav  be  recalled.  Because  of  the  soft- 
ness of  its  light,  the  white  Mazda  lam_p  can 
be  used  satisfactorilv  in  locations  where  other 


712     August,  1920 


GENERAL   ELECTRIC   REVIEW 


Vol.  XXIII.  Xo.  ,S 


incandescent  lamps  unless  frosted  would  be 
objectionably  bright.  Frosting  the  bulb  has 
always  proved  an  effective  means  of  reducing 
the  brightness  of  the  incandescent  lamp,  brt 
the  practice  has  not  been  widely  followed 
largelv  because  the  frosted  bulb  collects  dust 


Fig.  I.      White  Maz.la  50-Watt  Lamp 


and  dirt  more  quickly  than  a  clear  bulb  and 
is  more  difficult  to  clean.  The  bulb  of  the 
white  Mazda  lamp  is  smooth  and  is  as  readily 
cleaned  as  a  clear-glass  bulb. 

The  white  Mazda  lamp  is  made  in  the 
50-watt  size,  and,  notwithstanding  the 
low  brightness  of  the  bulb,  has  an  output 
of  approxirrately  450  lumens.  As  shown 
in  Table  I,  the  efficiency  of  the  lamp  is 
about  9  lumens  per  watt.  Its  m-aximvim 
dimensions  are  about  the  same  as  those  of  the 
40  and  oO-watt  Mazda  B  lamps;  it  is  2]^ 
inches  in  diameter  at  the  largest  point,  as 
compared  with  2^  inches  for  the  40  and  50- 
watt  Mazda  B  lamps.  The  lamp  is  designed 
for  use  on  standard  lighting  circuits  between 
110  and  125  volts,  and,  in  common  with  all 
incandescent  lamps,  operates  most  effectively 
at  the  voltage  specified  on  the  lamiJ  by  the 
rr.anufacturer. 

An  especial  feature  of  the  new  lamp  is  its 
tipless  construction.  This  is  produced  by  an 
ingenious  method  of  manufacture  in  which  the 
lamp  is  exhausted  through  a  tube  attached  to 
the  stem  at  the  base  of  the  lamp.  The 
absence  of  the  tip  results  in  an  appreciable 
reduction  in  lam.p  breakage,  and  presents  a 
smooth  surface. 

The  50-watt  white  Mazda  lamp  can  be 
burned  in  any  position. 


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Fig    2.     Candle-power  Distribution  Curves  of  Enrc  White  Mazda  Lamp  a.id  Bare  Mazda  B  Lamp 


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THE  WHITE  MAZDA  LAMP 


TABLE   I 

DATA  ON  THE  WHITE  MAZDA  50- WATT  LAMP 


Wattage 

Voltage 

Approximate 
Total  Lumens 

Approximate 

Lumens  Per 

Watt 

Bulb 
Type  of  Bulb              Diameter 
Inches 

Maximum 

Over-all 

L.ngth.  Inches 

Base 

50 

110 

to 
125 

450 

9 

Pear                     2^ 
Shape 

SVs 

Med. 
Screw 

Light  Distribution 

The  curves  given  in  Fig.  2  show  the  dis- 
tribution of  Ught  of  the  bare  white  Mazda 
lamp  compared  with  that  of  the  bare  Mazda  B 
lamp.  As  would  be  expected,  due  to  the 
diffusive  quality  of   the  bulb    of   the   white 


Mazda  B  and  with  white  Mazda  lamps.  This 
is  due  to  the  fact  that  the  bare  white  lamp 
gives  a  slightly  larger  percentage  of  downward 
light  which  compensates  for  the  light  lost  by 
cross-reflection  between  the  reflector  and  the 
white  glass  bulb  of  the  lamp. 


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Mazda  B 


Zone 

•   Lumens 

Per  Cent  Total 

Clear  Lamp 

0-  60 

0-  90 

90-180 

0-180 

207 
277 
146 
423 

42 
56 
30 
86 

Zone 

Lumens 

Per  Cent  Total 

Clear  Lamp 

0-  60 

0-  90 

90-180 

0-180 

197 
264 
143 
407 

41 
So 
30 
85 

Fig.  3.      Distribution  Curves  of  White  Mazda  Lamp  and  Mazia  B  Lamp,  Both  with  Bowl-shaped  Opal  Glass  Reflector 


lamp,  the  distribution  curve  shows  a  greater 
( andle-power  end-on  than  in  the  case  of  the 
clear  Mazda  B  lamp. 

In  Table  II  are  giren  the  results  of  tests 
m.ade  to  determine  the  effect  of  the  diffusing 
bulb  upon  the  output  of  typical  lighting 
units.  Figs.  3  and  4  are  exam.ples  of  dis- 
tribution curves  for  two  com.m.on  reflectors. 
It  will  be  noted  that  there  is  but  little  dif- 
ference in  the  absorption  of  any  of  the  units 
tested,     when    equipped     respectively    with 


TABLE   II 

COMPARATIVE    DATA   ON    LIGHT   OUTPUT 


Type  of  Unit  Tested 

OUTPUT  IN  PER  CENT 
OF  BARE  LAMP  OUTPUT 

Mazda  B 

White 
Mazda 

Glass  Bowl,  6-inch  Diameter 
Glass  Bowl,  7-inch  Diameter 
Enclosing  Unit 
Enameled-steel  Bowl 

85.4 
84.8 
77.5 
60.5 

87.6 
86.1 
76.4 
61.3 

14     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  S 


Field  of  Application 

The  white  Mazda  lamp  can  be  used  to 
advantage  in  place  of  the  similar  sizes  of 
Mazda  B  lamps  in  the  same  reflector  equip- 
ments. The  effect  produced  by  using  white 
lamps  in  semi-indirect  fixtures  is  particularly 
pleasing,  for  distinct  shadows  of  the  bowl 
edge,  of  the  bowl  suspension,  and  of  the  leads, 
and  all  striations  on  the  ceiling  are  eliminated 
because  of  the  larger  area  from  which  the  light 
comes.  For  the  same  reason,  the  white  bulbs 
are  also  particularly  desirable  for  portable 
lamps,  where  their  use  will  eliminate  the 
formation  of  grotesque,  and  frequently  annoy- 
ing, shadows  upon  the  walls  or  upon  the  pages 
of  a  book.  For  example,  fringe  shadows, 
which  are  often  very  disagreeable,  are 
eliminated. 

With  regard  to  the  ser\-ice  which  m.ay  be 
expected  from  white  Mazda  lamps,  it  may  be 
said  that  experience  shows  a  satisfacton.- 
degree    of    ruggedness    for    the    lighting    of 


homes,  ofF.ces,  hotels  and  public  buildings. 
Increased  usage  of  these  lamps  is  found  in  the 
m.any  pleasing  effects  obtained  by  their 
installation  at  motion  picture  and  hotel 
entrances.  In  m.any  decoratiA-e  types  of 
fixtures  the  use  of  white  Mazda  lamps  has 
proved  very-  effective  in  enhancing  the  artistic 
appearance.  The  low  brightness  of  these 
lamps  has  resulted  in  their  being  used  in  local 
lighting  units  for  the  inspection  of  machined 
interiors  and  similar  places  difficult  to  light 
with  any  general  lighting  system. 

The  tendency  to  use  the  white  Mazda 
lamp  without  reflecting  equipment  because 
of  the  softness  of  its  light  should  be  dis- 
couraged. For  most  locations  the  bulb  is  still 
too  bright  to  be  used  alone,  and  in  addition 
to  reducing  glare,  it  is  just  as  important,  from 
the  standpoint  of  effective  distribution  of  the 
light  generated,  that  a  good  reflector  be  used 
with  this  as  with  any  other  incandescent 
lamp. 


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■15 


The  Reward  for  Efficiency* 

By  HcN.  Edwin  O.  Edgerton 
President,  Railroad  Commission  of  the  State  of  California 

Mr.  Edgerton's  belief  is  that  the  best  of  which  man  is  capable  is  never  produced  by  punishment.  Man 
exerts  himself  to  the  utmost  only  when  he  sees  before  him  a  reward  proportionate  to  his  efforts.  Maximum 
efficiency  from  man  and  machine  is  to  the  best  interests  of  the  public,  and  knowledge  by  the  former  that 
merit  will  be  quickly  recognized  will  serve  best  to  bring  about  this  condition.  What  is  true  of  the  individual 
worker  with  respect  to  reward  is  also  true  of  the  investor,  the  manufacturer,  the  public  utility,  and  the  public 
service  comrrission. — Editor. 


Introduction 

I  want  to  define  in  my  own  way  the  subject 
which  has  been  given  me.  I  want  to  broaden 
it  from  a  mere  discussion  of  definite  specific 
reward  and  treat  it  from  the  standpoint  of 
inducement  to  do  the  best  that  is  in  each  mian 
who  is  connected  with  this  great  industry, 
and  also,  finally,  I  want  to  suggest  induce- 
ment to  the  public  utility  commissioners  to 
do  their  best,  and  on  that  score  I  want  to 
say  something  along  the  line  of  what  you 
gentlemen  owe  these  Commissions. 

Let  us  take  money.  By  the  way,  for  some 
reason  that  I  have  not  been  able  to  under- 
stand— and  I  have  made  considerable  inquiry 
on  the  subject — finance  is  e.xchided  from  pub- 
lic discussion,  as  an  ordinary  thing.  I  looked 
over  your  program — and  I  speak  in  no  sense 
of  criticism — I  looked  over  your  program 
seeking  the  place  where  finance  would  be  dis- 
cussed, and  I  found  nothing.  Today,  at 
least  in  California — and  I  think  it  is  true  over 
the  nation — the  greatest  single  job  that  we 
have  is  to  finance  these  pulDlic  utility  con- 
cerns. And  why  that  great  subject  should 
not  be  pulled  frankly  out  into  the  open  so 
that  the  most  of  intellect  and  ability  can  be 
brought  to  bear,  I  don't  understand. 

If  I  dwell  too  much  on  California  condi- 
tions, it  is  not  in  any  provincial  spirit,  it  is 
not  in  any  way  feeling  that  we  out  here 
dominate  the  situation  in  any  degree,  but  it 
is  first  because  I  know  California  conditions 
better,  and,  next,  because  of  the  situation  we 
are  in;  the  problems  perhaps  are  accentuated 
out  here  as  compared  w^ith  those  of  the  East. 

Now,  the  job  immediately  ahead  of  financ- 
ing these  ptiblic  utilities  is  a  huge  one.  In 
California  every  time  I  have  made  an  estimate 
of  the  amount  of  money  required  in  the  next 
few  vears,  I  have  found  that  somebody  raises 
that'estimate.  I  started  in  with  $2.50,000,000 
in  the  next  ten  vears,  and  I  have  been  raised 
now  to  .i;500,()()0",000;  and  I  don't  know  where 
it  is  going  to  end. 

*  An  address  before  the  Annual  Convention  of  the  N.E.L.A., 
Pasadena,  Cal..  May,  1920. 


The  other  day  in  Chicago  a  very  famous 
banker  was  on  the  witness  stand  before  the 
Public  Utility  Commission  of  Illinois,  and  he 
made  this  statement,  published  largely  over 
the  nation,  that  anybody  who  invested  in 
public  utility  stock  needed  a  guardian.  I 
don't  admit  that  the  electric  public  utilities 
of  California  are  financially  sound,  basically 
sound.  I  aflfirmatively  assert,  I  insist  that 
it  is  true,  and  I  say  that  that  statement  as  a 
generalization  is  unsound,  and  as  applied  ti 
California  is  particularly  tmsound;  that  sort 
of  statement  has  the  effect  of  offsetting  in 
some  degree  at  least  the  efforts  that  are  being 
made  to  build  up  the  credits  of  these  com- 
panies in  order  that  the  investors  may  have 
confidence  and  assurance.  And  a  gentleman 
of  prominence  who  goes  publicly  on  the  wit- 
ness stand  and  makes  a  statement  of  that 
kind  ought  to  be  careful  that  by  a  glittering 
generality  he  does  not  do  serious  dam_age, 
probably  not  intended  by  him. 

I  am  one  of  those  who  believe  that  you  can- 
not produce  the  best  that  is  in  men  and  women 
by  punishment.  You  cannot  whip  a  man 
into  efficiency.  In  that  belief  I  am  convinced 
you  must  proceed  by  inducement ;  that  every 
one  of  us  in  some  degree,  in  order  that  he  may 
do  the  best  that  is  in  him.,  requires  that  before 
his  eyes  there  be  some  reward. 

Let  us  apply  that  to  the  fellow  who  has 
money  to  invest.  I  recognize  that  we  cannot 
get  money  out  here  from  the  East  into  Cali- 
fornia by  threat,  by  argtiment,  by  any  form 
of  punishment,  by  any  suggestion  that  be- 
cause of  investment  already  made  they  can- 
not quit;  I  recognize  that  the  money  must 
come  by  inducement;  and  in  my  judgment  it 
can  be  itiduced  without  paying  exorbitant  and 
unreasonable  prices  for  it.  We  must  bid  for  it, 
yes;  but  must  we  bid  for  it  against  speculative 
securities,  against  anything  anybody  is  willing 
to  offer,  bid  for  it  against  the  man  who  offers 
a  chance  for  large  reward?  No;  I  say  not.  I 
believe  that  we  have  assets  in  California 
which,  if  properly  used,  will  produce  the 
fundam^entals  of  inducement  to  investors,  this 


"16     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  8 


being  absolute  security  of  the  investment  it- 
self, the  assurance  that  the  dollar  will  not  be- 
come 90  cents  or  something  less,  coupled  with 
certainty  and  regularity  of  return.  And  if 
we  have  these  assets,  why  not  make  use  of 
them?  Then  if  money  is  available  on  any 
terms,  we  w  ill  get  that  money. 

Service  an  Asset 

Now,  what  are  these  assets  ?  Power  houses 
and  transmission  lines?  Surely.  But  over 
and  above  that  we  have  the  assets  of  a  great 
vital  and  essential  servace — -a  ser\-ice  which 
the  people  must  have,  a  ser\nce  which  they 
cannot  get  along  without.  And  that  is  an 
assurance  to  an  investor  that  that  asset  can- 
not disappear.  My  judgment  is  that  the 
public  utility  financiers  and  the  Railroad 
Commission  have  these  assets  in  trust  for  the 
people — -I  think  they  can  make  bitter  com- 
plaint if  we  do  not  use  them  coupled  with 
others,  so  as  to  produce  the  necessary-  money 
to  do  the  absolutely  essential  development 
that  must  go  forward  in  this  state. 

If  it  is  necessar\-  now  to  persuade  invest- 
ment, to  insure  regularity  and  certainty  of 
return,  why  not  face  that  fact?  Why  con- 
tinue to  indulge  in  discussions  of  technical 
methods  of  valuation  never  settled'  Eight 
years'  experience  now  in  the  Railroad  Com- 
mission, with  constant  discussion  of  the 
methods  of  valuation  and  proper  rate  bases 
and  reading  of  the  decisions  of  courts,  puts 
me  in  a  position  to  say  to  you  that  those 
questions  are  no  more  certainly  settled  today 
than  they  were  eight  years  ago.  Now,  why 
not  face  that  as  a  fact,  and  why  not  seek  some 
other  method  of  determining  the  rate  of  re- 
turn the  company  should  get?  To  face  the 
situation  clearly  and  conscientiously,  what 
methods  shall  we  now  pursue? 

My  judgment  is  that  the  thing  to  do  is  to 
start  with  sound  capitalization — an  admitted, 
agreed,  established  capitalization,  and  there- 
after fix  rates  based  on  getting  the  necessar\- 
bond  interest,  dividends,  and  fixed  charges  to 
support  that  capitalization.  Then  in  order 
to  meet  the  contention  of  the  investor  that 
perhaps  later  a  different  policy  may  be 
adopted,  set  up  a  cash  resers-e  out  of  rates,  to 
be  rigidly  held  for  the  purpose  of  insuring  bond 
interest  and  dividends,  so  that  when  you  take 
your  securities  to  the  money  markets  of  the 
country'  the  investor  can  be  shown  an  actual 
cash  reserve  as  an  insurance  policy  for  his 
bond  interest  and  dividends.  I  realize  that 
this  suggestion  means  almost  a  complete 
reversal  of  the  attitude  of  regulating  bodies 


towards  this  question.  But  why  not?  If  it  is 
the  sound  thing  to  do,  why  not  reverse  the 
attitude' 

Degrees  of  Efficiency 

By  the  way,  I  make  these  suggestions  in  no 
spirit  of  finality.  If  there  is  one  thing  I  have 
learned,  it  is  that  final  opinions  are  never 
final.  But  I  do  make  them  for  the  purpose 
of  starting  discussion  on  this  important  sub- 
ject. If  those  suggestions  are  not  sound, 
weaknesses  may  be  pointed  out,  and  I  for  one 
will  welcome  such  suggestions.  I  welcome 
criticism  of  regulation  in  California,  only  pro- 
viding that  the  fellow  who  criticises  accords  to 
m,e  the  same  thing  that  I  accord  to  him,  and 
that  is  sincerity  of  purpose. 

Now,  there  is  something  else — rewards  for 
efficiency.  Are  all  the  electric  public  utilities 
at  the  highest  point  of  efficiency?  Well,  they 
are  not  all  here,  so  we  can  say  they  are  not. 
And  I  think  we  can  conclude  that  there  are 
different  degrees  of  efficiency  among  the 
companies.  I  believe  it  is  sound  to  suggest 
that  inducements  definitely  be  held  up  to  the 
companies  to  become  thoroughly  efficient. 
I  think  it  would  pay  the  public  to  hold  up 
definite  rewards  to  that  end .  And  incidentally 
that  suggestion  has  been  made  quite  fre- 
quently to  our  Commission  and  others. 
There  is  a  feeling  and  has  been  for  years  that 
regulation  has  a  tendency  to  hold  the  return 
down  to  a  dead  level,  that  the  inefficient 
company  enjoys  the  same  rate  of  return  as 
the  efficient  company,  no  more,  no  less,  and 
initiative  is  destroyed.  Why  work,  toil, 
think,  to  produce  efficiency  if  the  regulating 
body  immediately  appropriates  the  results  to 
reduce  rates.  A  ven,- fair  suggestion.  But  this 
is  to  be  thought  of:  Whom  must  you  reward 
to  get  efficiency  ? 

Now.  if  you  have  taken  care  of  the  investor, 
if  you  have  produced  a  situation  where  his 
investment  is  safe  and  intact,  his  return  is 
regular  and  sure,  must  you  stimulate  him  to 
make  him  efficient?  Well.  I  would  suggest 
that  that  is  not  quite  what  we  arc  thinking  of. 
Then  who  is  it  that  we  should  stimulate  by 
offer  of  reward'  In  my  judgment,  it  is  the 
organization  of  the  company  itself.  Now 
don't  misunderstand  me.  When  I  say  "or- 
ganization" I  mean  from  the  jiresident  to  the 
office  boy.  I  don't  believe  it  jiroduces  ef- 
ficiency merely  to  hand  the  management,  as 
such,  the  reward;  in  fact.  I  am  inclined  to 
think  that  that  would  produce  the  ojiposite 
effect,  because  all  down  through  the  organiza- 
tion would   go  the  feeling  that   the  reward 


THE  REWARD  FOR  EFFICIENCY 


717 


earned  by  each  individual's  efforts  v.  as  going 
to  somebody  else,  and  there  is  not  anything 
in  the  American  mind  that  produces  more  re- 
sentment than  that  situation. 

Employees  Interested 

Rewards  for  efficiency.  Yes,  the  regulating 
body,  in  my  judgment — and  I  think  the  time 
has  come  to  consider  that  seriously — -ought  to 
give  definite  assurance  that  for  increased  effi- 
ciency and  economy,  always  coupled  with  good 
service,  a  reward  should  be  accorded  by  the 
regulating  body.  But  having  said  that,  the 
job  thereafter,  in  my  judgment,  is  distinctly 
one  of  management  to  make  it  effective. 
Management  to  make  it  effective  must  see  to 
it  that  every  member  of  the  organization,  no 
matter  how  humble,  is  made  to  understand 
thoroughly  that  his  increased  efforts  towards 
efficiency  and  economy  will  be  rewarded. 
And  I  speak  of  reward  not  only  in  a  money 
sense,  but  I  speak  of  recognition  of  service 
well  performed  by  men  lower  in  the  ranks;  I 
speak  of  certainty  of  advancement  when 
opportunity  comes;  I  speak  of  the  absolute 
elimination  of  ptill  or  influence  in  promotion 
in  the  organization;  I  speak  of  a  situation 
where  the  management  studies  personnel, 
works  at  the  problem,  is  constantly  on  the 
job — first  to  know  what  its  personnel  really 
is,  to  know  when  efficiency  and  economy  are 
being  striven  for  by  the  individual  in  the 
ranks,  and  then  with  absolutely  dead  cer- 
tainty to  reward  that  effort  on  the  part  of 
the  members  of  the  organization. 

Aids  Labor  Situation 

I  have  had  clerks  telephone  me  from  the 
inside  of  public  utility  organizations,  fearful 
to  give  their  names  to  rtie,  complaining  that 
the  entire  class  represented  by  the  speaker 
over  the  telephone  had  been  overlooked  in 
the  wage  increase,  and  that  the  wage  increase 
had  been  given  in  large  part  to  the  organized 
employees.  And  in  that  clerk's  heart  was  the 
sense  that  because  of  that  organization,  be- 
cause of  the  threat  held  up  to  the  manage- 
ment, additional  wages  had  been  accorded 
and  merit  had  been  forgotten. 

I  think  that  there  is  no  better  way  to  solve 
the  question  often  called  the  labor  question — 
there  is  no  better  way  to  take  the  body  of 
labor,  working  people,  clerks,  away  from  the 
demagogue  leader  of  the  union  than  to  accord 
to  every  individual  in  an  organization  re- 
wards for  efficiency.  It  is  the  best  safeguard 
against  the  chap  who  comes  about  preaching 
anarchy,  preaching  this  proposition,  and  it  is 


always  his  fundamental  proposition  and  he 
is  clever  enough  to  understand  it:  "You  are 
not  getting  a  square  deal."  What  better 
safeguard  could  there  be  against  the  agitator 
than  to  have  in  the  heart  of  the  fellow  he 
comes  to,  the  knowledge  that  he  is  getting  a 
square  deal  ?  That  is  better,  in  my  judgment, 
than  all  the  panaceas  that  have  been  sug- 
gested; but  it  requires  on  the  part  of  the 
management,  work,  thought,  study,  effort. 

I  remember  talking  to  one  of  the  directors 
of  a  company  that  is  generally  considered — 
and  I  think  properly  so — one  of  the  most 
efficient  in  the  United  States  in  the  matter  of 
organization.  It  is  generally  understood  that 
the  employes  of  that  company  seldom  quit.  I 
began  to  be  interested  to  know  why,  and  so  I 
talked  to  one  of  the  directors.  Here  is  the 
system:  He  said,  "It  is  the  job  of  the  highest 
officers  in  our  company,  it  is  their  principal 
job  to  study,  to  watch,  to  investigate,  to 
come  in  contact  with  all  of  the  employees  of 
the  company.  A  rigid  rule  is  adopted  that 
promotions  are  made  upon  merit,  that  in  no 
instance  is  an  outside  man  called  into  the 
organization  unless  there  is  in  the  organiza- 
tion no  one  with  the  special  knowledge  re- 
quired at  the  moment;  that  men  starting  with 
the  company  have  an  assurance  of  a  career 
for  life,  and  that  they  have  the  assurance 
that  they  will  be  constantly  promoted  as 
opportunity  offers."  And  I  said  to  him: 
"Well,  if  this  is  the  job  of  the  principal  officers 
of  the  company,  how  do  you  find  time  for  the 
ordinary  business  of  the  concern?"  "Well," 
he  said,  "if  our  organization  is  efficient,  the 
business  takes  care  of  itself.  In  other  words, 
we  sharpen  the  tool,  and  we  have  the  confi- 
dence thereafter  that  it  will  cut." 

Commissions  Interested 

The  Railroad  Commission — it,  too,  should 
be  efficient.  We  are  the  same  kind  of  animals 
as  you  fellows — no  different.  True,  the  job 
is  a  little  dift'erent;  but  in  a  real  sense  we  are 
wrapped  up  in  your  success,  will  suffer  by 
your  failure.  Remember,  if  the  private 
ownership  and  operation  of  public  utilities 
goes  down  in  failure,  regulation  goes  down 
with  it.  No  matter  whether  the  Commis- 
sioners can  point  the  finger  of  blame  to  the 
utility  men,  if  the  wreck  occurs,  regulation 
has  failed. 

So  you  fellows  owe  a  duty  to  the  public 
utility  commissions.  You  should  hold  up  the 
reward  for  efficiency  on  their  part.  And  the 
only  reward  that  you  have  available  is  af- 
firmatively to  make  regulation  as  little  necep- 


"18     August,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  S 


sary  as  possible;  beat  the  regulating  body  to 
it,  and  you  will  do  the  best  thing  you  can  do 
for  the  regulating  body.  By  the  success  of 
your  own  efforts  in  satisfying  the  public  will 
you  make  the  job  of  the  utility  commission  a 
job  worth  haA^ing. 

It  is  a  cheap  and  easy  thing,  and  sometimes 
results  in  temporary-  gior\',  for  commissioners 
to  denounce  public  utilities;  but  it  is  a  very 
costlv  thing  for  the  companies  and  for  the 
commissioners,  because  finally  a  denunciation 
mav  go  to  the  point  of  wreck,  and  regulation 
and  commissioners  go  down  with  the  wreck. 

And  finally,  I  will  say  this  from  the  stand- 
point of  California:  There  is  a  tremendous 
job  ahead — a  job  for  the  electric  utilities,  a 
job  which  involves  not  only  carr^'ing  forward 
the  business  which  naturally  accumulates, 
which  normally  increases,  but  the  unques- 
tioned job  of  taking  over  the  work  now  being 
done  out  here  by  oil.  There  is  not  another 
substitute  in  sight  for  oil  except  hydro- 
electric energy;  and  it  is  a  sobering  thought 
to  think  of  the  tremendous  responsibility 
this  will  place  upon  the  electric  utility  men 
of  this  state  and  the  Commission  working 
with  them.  When  you  stop  to  think  of  a 
state  like  California,  with  agriculture,  in- 
dustry, and  the  people  absolutely'dependent 
upon  the  ability  of  electrical  men  to  produce 
service,  the  responsibility  that  you  not  only 
ought  to  take  upon  your  shoulders,  but  that 
you  will  have  to  take  is  staggering. 

Industry  Is  a  Unit 

Now,  realizing  this  fact,  I  make  this  sug- 
gestion, that  it  is  the  wise  thing  to  do  to 
approach  this  whole  problem  with  an  open 
mind,  without  any  fear  whatever  of  disclosing 
secrets,  withholding  information,  striving  for 
advantage,  this  company  against  the  other, 
to  solve  the  problem  in  a  way  that  will  be 
sound,  considering  the  whole  power  situation. 
I  believe  the  proper  position  for  both  the 
companies  and  the  Commission  to  take  is 
that  it  is  one  great  problem,  and  that  it  is 


not  sound  operation  on  the  part  of  the  com- 
panies to  allow  one  company  to  be  seriously 
injured,  because  that  injures  the  industry-  as 
a  whole. 

If  to  produce  the  ser\'ice  under  the  condi- 
tions that  must  be  accorded  the  people  it  is 
necessary-  to  consider  complete  unification  of 
all  plants,  why  not  discuss  it  ?  I  say  the  man 
who  is  afraid  openly  and  frankly  to  discuss 
that  subject  is  fearful  it  may  succeed.  Why 
doesn't  the  fellow  who  believes  that  there  is  an 
inherent  fundamental  weakness  in  unification 
gladly  come  forward  and  discuss  it  with  any- 
body, in  the  conviction  that  he  can  defeat  the 
suggestion  ? 

I  only  suggest  it,  because  I  know  it  touches 
the  heart  of  the  fellow  who  has  built  up  a 
company,  who  has  been  with  it  in  fair  weather 
and  foui,  and  has  a  pride  in  that  company  in 
giving  sen-ice,  and  has  a  pride  in  its  entity. 
I  know  that,  being  a  human  being,  he  does 
not  like  to  merge  that  company  with  another. 
I  know  that  he  feels  he  is  giving  good  ser\-ice 
and  he  is  reluctant  to  consider  the  unification 
with  other  companies  that  he  thinks  are  below 
him  in  the  standard  of  ser\-ice. 

But  why  not  discuss  it?  If  it  is  the  answer, 
then  I  say  the  personal  feelings  of  each  of  us 
must  go  by  the  board.  The  great  thing  to 
accomplish  is  the  doing  of  the  job,  and  finally 
the  public  will  hold  us  responsible  for  having 
the  job  done.  It  does  not  understand  all  the 
angles  of  the  problem.  The  public  of  Cali- 
fornia today,  if  you  suddenly  said,  "Let  us 
put  all  the  companies  together  under  one 
great  organization,"  might  rebel,  because  it 
would  not  understand  what  that  meant;  but 
that  does  not  exclude  us  from  going  fonvard 
with  the  discussion  to  see  whether  it  is  sound. 
My  conception  finally  is  that  the  electric 
public  utility  men,  with  the  utility  commis- 
sion, are  in  responsible  charge  of  doing  the 
job.  We  must  do  it  efficiently,  and  then  we 
are  entitled  to  our  rewards.  If  we  don't  do 
it,  we  ought  gracefully  to  take  what  undoubt- 
edly will  result. 


719 


IN  MEMORIAM 


George  A.  WooUey,  Manager  of  the  Denver 
District  of  the  General  Electric  Company, 
died  at  his  siunmer  home  in  the  mountains 
near  Evergreen,  Colorado,  July  3,  1920.  The 
immediate  cause  of  his  death  was  apo]3lexy 
superinduced  by  a  cerebral  hemorrhage. 


GEORGE   A.    WOOLLEY 


When  a  young  man  Mr.  Woolley  decided 
to  make  his  home  in  the  West,  and  in  1S9() 
allied  himself  with  the  Edison  Electric  Com- 
pany at  Denver.  He  was  soon  made  Manager 
of  the  Supply  Department  and  held  this 
position  until  the  formation  of  the  General 
Electric  Company  in  1893,  when  he  was  made 
District  Manager  of  the  Supply  Department. 
In   December,    1913,  he  was  appointed  Dis- 


trict Manager  and  retained  this  position  until 
his  death. 

On  several  occasions  in  early  life  oppor- 
tunity to  transfer  his  activities  to  other  lines 
of  business  promising  cjuicker  and  perhaps 
greater  financial  reward  presented  itself,  but 
in  each  instance  was  rejected.  He  had 
unfailing  faith  in  the  ultimate  success  of  the 
electrical  industry  and  no  amount  of  per- 
suasion could  make  him  forsake  his  chosen 
vocation. 

Mr.  Woolley's  later  years  were  saddened 
by  the  death  of  his  younger  son,  Frederic 
H.  Woolley,  in  October,  1918.  Frederic  was 
residing  in  Schenectady  at  the  time  of  his 
death  and  was  employed  in  the  Testing 
Department  of  the  Company.  Mr.  Woolley 
was  deeply  impressed  by  the  great  kindness 
shown  to  his  son  by  the  officials  of  the  Com- 
pany and  their  families  during  his  sickness. 
Their  sincere  desire  to  comfort  him  as  he  was 
leaving  Schenectady  on  the  saddest  of  all 
his  journeys  was  never  forgotten.  Many 
times  since  he  has  stated  that  a  corporation 
is  best  judged  by  the  personnel  of  its  execu- 
tives; that  a  company  headed  by  officers 
considerate  and  kind  enough  to  ignore  the 
pressure  of  business  to  go  to  one  in  trouble, 
to  extend  their  sympathy  and  share  another's 
sorrow,  cannot  be  classed  as  soulless. 

The  Company  has  lost  an  able,  loyal  and 
highly  esteemed  leader,  and  we  in  the  Denver 
Office  a  revered  friend  and  conscientious 
adviser. 

Mr.  Woolley  was  married  to  Semira  Hartzell 
in  Kearney,  Nebraska,  February  15,  1893. 
He  is  survived  by  his  wife  and  his  son,  George 
Allan  Woolley,  who  is  at  present  in  the 
employ  of  the  Great  Western  Sugar  Company. 

Mr.  Woolley  was  a  member  of  the  Quarter 
Century  Club,  Mohawk  Club,  Denver  Motor 
Club,  Denver  Athletic  Club  and  the  Rotary 
Club.  B.  C.  J.  Wheatlake. 


GENERAL    ELECTRIC    REVIEW 


AUGUST.  1920 


Where  to  Get  G-E  Service — 

Quick  service  is  best  obtained  from  the  nearest  G-E 
sales  office,  distributing  jobber,  or  foreign  representative 


For  Business  in  the  United  States 


CJrwtUM.  v.. 


G-E  S*les  Office  CE  DUlributing  Jobber 

Alabama.  BlrmlnKham Matihe**  En^    '^iiiifh  <  i- 

Alabama.  MobUeJ ...  .MauhewB  tilec  Supply  to. 

Arltansaa.  Ullle  R<Kk     

Caiirornla.  Los  Anneleat PartBc  States  Fl«irlp  Co. 

California.  Oakland: Paclflc  Slates  Klerlrir  Co. 

California.  San  Franclarolf Pacirtc  Siau-s  Klwirlr  Co. 

CoI<K-ado.  DcQVcrt Tbe  Hemjrie  A  Boltboa  MK  A 

Sup.  Co 

ConnecUcut,  Hartford 

Connecticut.  New  Haven 

ConnecUrut.  Waterbtiry:  Ne«  Enslaod  Enf  Co. 

District  of  Columbia.   Wastilnc- 

lon XaOonal  Elec'l  Supply  Co 

Florida,  Jacksonville Florida  Elec   J'uppir  Co 

Florida.  Tampa: Florida  Klec   supply  Co 

Georgia.  AtlanUlt Carter  Elcctrlr  <  ompany 

Georgia.  Savannah! Carter  Flecirlr  (  ompany 

Illinois.  ChlcagoSt Central  F.leririr  (ompany 

Commonwealth  Kdlaon  Co 

Indiana.  Fort  Wayne 

Indiana.  Indianapolis IndlanapolL*  Kirc   Supply  Co. 

Indiana.  rV>utl)  Beodt .South  liend  KIrrirlr  Co 

Iowa.  r*e3  Moln« Ml<I-Wcst  ElcrtflrCo, 

Kentucky.  Louln'Ulc Belknap  Hardware  A  Manu^ar 

lurlne  Co  .  Inc 

Louisiana,  New  Orleans   Gulf  states  F.lrrUlc  Co..  Ine 

Mar>land.  BalUmore. Southern  Flectrtc  Co. 

Massachusetta,  Boatoot  PetUncell-ADdrtwt  Co. 


G-E  Sales  Office 

\>w  Vork,  Ai^anv; 
Vpw  York.  RuriDo 
New  York,  Elmlra. 
New  York  City  St  .. 


G-E  Dbtribtitiiic  Jobber 

Havens  FlecU'leCo.,  Ine 
HoDcrtso[M.~ataraeC  Elee  Co. 

E    D.  Latham  A  Conaaay 
Ro>-al  E;aatera  Elfc'l  Sup   Co. 
^bkr-Pttmaa  Elee.  Corp. 

'  n'bcckr-Grceo  Elecl  Sup.  Co. 

.  Mohawk  EIee"l  Sup.  Co, 

Eire.  Supply  A  EqutpmrDi  Co. 
The  F  D  Lawreft*^  Eke  Co. 
Republic  Electric  Co 


W    C    NacH  EltelrtcCo. 


Vew  York.  Ntacara  Falb  . . . 

New  York.  Rochester     

New  York.  iCcheoecUdr       .. . 
New  York.  Syracuse 
North  Carolina.  Charlotte 
Ohio.  Cincinnati*   - 

Ohio.  Cleveland 

Ohio.  Columbus 

Ohio.  Dayton . 

Ohio.  Toledo  

Ohio.  Younestown 

Oklaboma.  OkUft'ina  Cltyt 

'>recoo,  Portlan-lt     

PennsylranU.  F>ie 
Pennsylvania,  Phlladelphla|t  .     Phlladetphia   ElectrV-  Company 
.'tiipply  nepartmcnt 

Pennsylvania.  Pittsburcht t'nioa  Electric  Company 

Rhode  Island ,  Provtdeore  

South  Carolina.  I'olumbla:.       .    Ptrry-Mana  Elee.  Co..  Ine. 

Tennessee.  Chattanooo   Iimw  Supply  Co" 

Tenneaaee.  Knotvllle 


Mkhlcan.  Detroit 

Michigan.  Grand  Rapids  . 
M  inneaota .  Duluth 

MtanesoU,  Mlnneapollst. 

M  Idnesola .  St .  Paul; 

Missouri,  Jopllat 

Mtasouri.  Kansas Citrt... 


.Frank  C.  Tnl  CoiDpsny 

^Norihwntero    Elecuic    F.culp 
mcnt  Company 
Preflcaa  Elrctriral  Co 
.Northwestern  Eire    Equip.  Co. 

!tbe  B-R  Elecirlr  Co 


Traarmee.  Memphis 
Tenneaaee.  Nashville 
Texas,  Oaltaat 
Teias.  El  Pasnt 
Teiaa.  Houston* 
Itah.  Salt  Ijike  Cltyt 
Vtrelnla.  Rlchmor>d 
Washington.  Seaitlet 
Washlncton.  Spokan<- 

Wasblncton.  Tacoma  . 

Wr«  VtnctnU.  Charl*«ion     

Wlsronaln,  Mllwaakee  

For  Hawaiian  bualnen  addras  Ckttoa.  Ndll  * 

t\Vareh"u«e  (s*^*!*-*  Shop. 


Etectrtc  Supply  Company 

Southwest  t^E  Co. 
Soulhw«t  V^E  Co 
Southwrst  CE  Co 
CaplUI  F-lrctrtc  Compnny 
Southern   Electrte  Compway 
ParlV  SUtM  Elcctrto  Co. 


Montana.  BullefTT Butte  Hwirtc  Supply  Co, 

Nebraska.  OmalUl Mid-West  Elecirlr  Co 

^'ew  Jersey.  NewarkI Trl-CH)   Electrir  (  o  .  Inc. 

tNoG-E  Offlre 

Diatribulora  for  the  General  Electric  Company  Oulaide  of  lb*  United  Slate* 

INTERNATIONAL  GENERAL  ELECTRIC  COMPANY.  INC. 

120Bro«dwa*    New  York.  N    Y.       Schenectady.  N.  Y         83  Cannon  Street. 
Foreign  Offices  and  Rcprescniati 


ArKciilliia:   General  KIrctrlc.  S    A   ,  I' 
Australia;  Australian  Grnrral  Elcciri 

Melbourne 
Beiclum  and  Colonies:  Soclete  dElecirlclir  el  de  Mecaolque 

Proredea    Tbomsoa-Houslon    A    Carels    Soclete    Anooyme. 

Brussels. 
Bolivia:  Intrrnailonal  Machinery  Co..  I.a  Pat  and  Oniro. 
Braiil:  General  EIrctrk,  S.  A.,  Rlo  de  Janeiro  and  Sao  Paulo. 
Canada:  Canaillao  General  Electric  Co..  Ltd  .  Toronto, 
Chile:    Inirrnaiional    Machinery    Company,   ^antlaco.    Aaie- 

tacaita  and    Valparaiso. 
China:  Andersen,   Meyer  A  Company.  Ltd  .  Shanfhai 

International   General  ElecUlc  Co.  lor    (General  repreaeou- 

tlvts  of  ibe  Far  East,  esciudlns  China  and  Japenj  Shanxhal. 
Colombia:    Wesselhoeft   A    Poor.   Medellin,   Barranquilla  and 

Bocou. 
Cuba:  General  Electric  Company  of  Cuba.  Havana. 
Dutch  East   Indies:  loteraatlonal  Genera!  Electrk  Co..  Inc.. 

Soerabala.  Java. 
Ecuador:   Carlo*  Cordovet.  Guayaquil  and  Quito. 
Egypt:  British  Thomson- Houston  Co.,  Ltd..  Cairo. 
France  and  Colonies:  Compac&le  Fraocalse  Thomson-Houston. 

Paris 
creal  Britain  and  Ireland:  Brlti-ihThomson-HoustonCo-,  Ltd 

TtiJBhvr  Inirrn-illonsl    CrnersI    Flerlrlc  Co   .    Inc   .    London 


Coinpa<n>e     Francalse     Thomsoa- 

Muuatou,  Paris.  France. 
India-    British    T  bom  sop- Houston    Co  .    Ltd  .    Calctiita    and 

Bombay:     Intemail«nal    General     Eketrtc    Company.    Inc.. 

Cakutia 
Italy   and  Colonies    tranco  Toil  Socleia  Aoonima.  Milan 
Japan:   Shlbaura   tncioeerinf   Uorkt.  Tokyo    Tokyo  Llertrte 

Co..   Ltd  .  Kaaasalil 
Meiko:    Mexican   Gcorral    Electric   Co  .  City  of   Meako  and 

Guadalajara. 
New   Zealand:    Nattnoal    Electrical   A    Enclneerlnt   Co.,   Ltd. 

Auckland.  Dunedln.  Chrutrhurch.  and  Welllixtoo 
Paracua).   (.General  Llecirk.  S    A   .  Buenos  Aires  .  Arfentlsa. 
Peru:   U  .   R     (..race  A  Co  .  Lima 

Philippine    Islands.    Pacific  Commeeclal  Company,  MaalU 
Porto  Rko:   Intemaikmal  (ieorral  Electrk  Co..  Itte..  8aA  Juaa 
?anuci 

Psrb.  France 
Kuisia:    U  spobabtrhaU   ElecirtcbeskaU   Kempaaia.   P««r«<r«d 

and  Vladlvustuk 
South    Africa,     south   African   (ieneral   Electric  CcLtd.Jo- 

batiDrsburc  and  i  apetown 
Spain   and    colonic*    <  ompacnle    H 

Acetkce  d'b^pecnc  Madrid.  Spain 
L'rucuay      tieoeral  Ekt'irlc,  -    A   .Montevideo 
Vcncjtt^lB-    UMwift.wti  A  Poor,  Caracas. 


General  Office 
Schcnectadv:  N.^'. 


l^Elff'^tric 


Company 


Sales  Olhces  in 
all  large  cities 


Sov  \ou  snu'  it  iuhi-rlisid  in  lite  Genkr.m.  Electrk    Rf.vifw 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENER/a  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.  9 


Published  by 

General  Electric  Company's  Bureau, 

Schenectady .  N.   Y. 


SEPTEMBER,   1920 


yo^ 


More  Than  Four  Years  of  Electric  Operation  on  the  Mountain  Divisions  of  the  Chicago,  Milwaukee  &  St.  Paul  Railway 

Have  Amply  Demonstrated  the  Merits  of  Electric  Traction  for  Main  Line  Service.       The  operating 

results  of  this  electrification  for  the  year  1919  are  published  in  the  article,  page  724 


For 
Fractional  H.  P.  Motors 

Ol'AI.ITY  seeks  qualit) — which  explains  why 
"NORmfl  Bearings  are  standard  in  hundreds  of 
of  thousands  of  high-speed,  high-duty  electrical  ma- 
chines internationally  known  for  their  super-service 
ahilitv.  Fundamentally  right  in  design  and  uni- 
fonnly  maintained  at  the  highest  standard-;  nt 
materials,  workmanship  and  precision,  "NORff^fl" 
Bearings  will  make  an\-  machine  a  better  machine, 
capable  of  longer,  better  service. 

See  (hat  your  Motors 
are  "HORri\f\"  Equipped 

Ball,  Rollei', Thrust  and  Combination  Bearings 


General  Electric  Review 

A  MONTHLY  MAGAZINE  FOR  ENGINEERS 

Associate  Editors,  B.  M.  EOFF  and  E.  C.  SANDERS 
Manager,   M.   P.   RICE  Editor,  JOHX  R.  HEWETT  In  Charge  of  Advertising,  B.  M.  EOFF 

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Remit  by  post-office  or  express  money  orders,  bank  checks,  or  drafts,  made  payable  to  the  General  Electric  Review,  Sche- 
nectady, N.  Y. 

Entered  as  second-class  matter.  March  26,   1912,  at  the  post  office  at  Schenectady,  N.  Y.,  under  the  Act  of  March,  1879. 

Vol.  XXIII.  No.  II  Av  Co,^rTgS//cT,„/>.,,.  September.  1920 

CONTENTS  Page 

Frontispiece:  A  Modern  Electric  Furnace  and  Automatic  Temperature  Control  Equipment     722 

Editorial:  Some  Results  of  the  Chicago.  Milwaukee  &  St.  Paul  Electrification.      .        .        .    723 

Electric  Power  Consumption  on  the  Rocky  Moimtain  and  Missoula   Divisions  of  the 

C,  M.  &  St.  Paul  Rwy 724 

By  Reinier  Beeuwkes 

The  Production  and  Measurement  of  High  Vacua 

Part  IV.     Manometers  for  Low  Gas  Pressures 731 

By  Saul  Dushman 

The  Cooper  Hewitt  Mercury  Vapor  Lamp 

Part  I.     Theory  and  Operation .        .        ■    741 

By  L.  J.  BiTTOLPH 

The  Importance  of  the  Electrical  Industry  in  the  Foreign  Trade  of  the  United  States  .        .    752 

By  M.  A.  OuDiN 

Power  Control  and  Stability  of  Electric  Generating  Stations:     Part  II 756 

By  Charles  P.  Steinmetz 

Relative  Thermal  Economy  of  Electric  and  Fuel-fired  Furnaces 708 

By  E.  F.  Collins 

Condenser-resistance  Protective  Device 774 

By  J.  L.  R.  Hayden 

Typical  Installations  of  Electric  ]\Iine  Hoisting  in  South  Africa 775 

By  E.  B.  Bell 

Opportunities  in  Office  Work 782 

By  Anna  McCann 

A  New  Co-operative  Course  in  Electrical  Engineering 784 

Bv  W.  H.  Timbie 


I 

- 

L 

V 

,^ 

■  ■.-  - 

\ 

A 

L 


Metallic  Resistor  Electric  Furnace  and  Automatic  Temperature  Control  Equipment  InstaUed  in  Building  No.  17.  Schenectady 

Works  of  the  General  Electric  Company.      Used  for  hardening  punches,  dies  and  cutters.     See  article. 

•Relative  Thermal   Economy  of  Electric  and   Fuel   Fired   Furnaces."   page   764 


m  ElECTMC 


SOME  RESULTS  OF  THE  CHICAGO,  MILWAUKEE  &  ST.  PAUL 

ELECTRIFICATION 


It  is  now  more  than  four  years  since  electri- 
cal operation  was  be^^un  on  the  C.  M.  &  St.  P. 
Rwy.,  and  the  perfomiance  for  the  year 
1919  therefore  covers  a  period  of  seasoned 
operation;  in  other  words,  the  equipment  was 
neither  new  nor  worn  out.  The  statistics  for 
the  year  1919  compiled  by  Mr.  R.  Beeuwkes 
and  published  in  this  issue  may  therefore  be 
taken  fairly  to  represent  the  results  of  this 
electrification  and  should  be  carefully  ana- 
lyzed by  all  engineers  and  executives  inter- 
ested in  railway  operation. 

The  statistics  on  power  consumption  of 
34.9  kw-hrs.  for  freight  and  39.7  kw-hrs.  for 
passenger  service  indicate  that  40  watthours 
per  ton  mile  at  the  high  tension  bus  (com- 
monly used  for  estimating  purposes)  is  a 
conservative  figure. 

It  should  also  be  noted  that  the  entire 
amount  of  power  charged  to  train  haulage 
(including  switching)  is  apportioned  between 
the  passenger  and  freight  service.  The 
segregation  of  the  small  amount  of  energy 
used  by  the  four  70-ton  switchers  is  unim- 
portant because  of  the  relatively  small  pro- 
portion. 

In  the  table  showing  power  outputs  at  the 
high  tension  bus  and  at  the  locomotives  the 
mistake  should  not  be  made  of  assuming  that 
the  ratio  derived  is  the  efficiency  for  the  sub- 
station and  overhead  distribution.  In  this 
case  the  introduction  of  the  regeneration 
must  be  taken  into  account;  otherwise  the 
distribution  efficiency  for  a  road  using  regen- 
eration would  appear  to  be  less  than  it  would 
be  without  this  feature.  It  will  be  noted  that 
the  greater  the  amount  of  regeneration  the 
lower  will  be  the  ratio  shown  in  this  table. 
The  gross  figure  before  subtracting  regener- 
ated energy  should,  of  course,  be  used  to 
compute  actual  distribution  efficiency. 


In  selecting  substation  capacity  provision 
was  made  for  future  requirements,  wh  ch  have 
not  yet  been  reached.  That  a  great  reserve 
capacity  is  still  available  is  shown  by  the  low 
average  load  on  the  substation.  This  accounts 
for  the  rather  high  distributing  losses.  Under 
the  terms  of  the  power  contract,  however,  the 
losses  at  light  load  do  not  aff'ect  the  power 
cost  when  the  (lO  per  cent  load  factor  is  not 
exceeded. 

The  data  show  an  interesting  record  of  the 
experiments  made  to  determine  the  proper 
limit  setting  for  the  power-limiting  and 
indicating  system,  and  the  percentage  of 
time  during  which  the  limiting  feature  was 
operative  for  the  different  settings.  In  the 
interest  of  rapid  train  movement  it  was 
desirable  to  reduce  this  figure  to  as  small  a 
value  as  possible  without  injuring  the  load 
factor.  It  will  be  seen  that  the  limit  setting 
of  12,000  kw.  must  have  appreciably  slowed 
down  the  train  schedule,  while  the  16,000-kw. 
setting  with  a  somewhat  higher  average  load 
affected  the  speed  of  trains  only  2  per  cent 
of  the  time.  Obviously  the  information  con- 
,  stantly  at  hand  with  this  indicating  system 
is  invaluable  and  the  apparatus  has  undoubt- 
edly paid  for  its  initial  cost  many  times  over. 

In  arriving  at  the  figure  for  the  total  unit 
cost  of  freight  transportation  in  cents  per 
gross  ton  mile,  items  are  included  to  cover 
the  cost  of  maintenance  to  the  electrical  dis- 
tributing system,  two  of  which  (3S3  and  305) 
represent  principally  the  cost  of  substation 
attendance.  The  cost  of  electric  power  is 
charged  against  other  accounts  under  the 
heading  of  train  power  purchased.  The  fig- 
ures showing  the  total  expense  of  furnishing 
energy  for  train  operation  are  computed  both 
on  a  basis  of  trailing  tonnage,  and  total  train 
weight  including  the  locomotives. 


724     September,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  9 


Electric  Power  Consumption  on  the  Rocky- 
Mountain  and  Missoula  Divisions  of 
the  C,  M.  CS,  St.  P.  Rwy.* 

By  Reinier  Beeuwkes 

Electrical  Engineer  Chicago,  Milwaukee  &  St.  Paul  Rwy. 

The  figures  presented  in  this  article  covering  the  operation  of  the  electrified  divisions  of  the  C,  M.  & 
St.  Paul  Rwv.  for  the  year  1919  should  be  carefully  analyzed  by  railway  executives  and  engineers.  Volumes 
have  been  written  and  published  to  show  the  economy  and  other  advantages  of  electrical  operation  of  main 
line  railways,  specially  over  mountain  grades,  but  no  arguments  for  electrification  on  paper  will  carry  the 
weight  of  conviction  of  actual  performance.  If  the  operation  of  our  main  line  railways  by  electric  power  is 
ever  to  be  an  accomplished  thing  present  experience  would  seem  to  indicate  that  it  will  be  realized  by  means 
of  high  voltage  direct  current,  and  this  fact  gives  added  significance  to  the  results  obtained  by  the  C.,  M.  & 
St.  Paul. — Editor. 


Power  for  the  electrical  operation  of  the 
Chicago,  Milwaukee  &  St.  Paul  Railway 
between  Harlowaon,  Montana,  and  Aver\-, 
Idaho,  is  delivered  to  the  transmission  system 
in  the  form  of  '100,000-volt,  three-phase, 
60-cycle  current.  The  power  is  supplied  under 
two  separate  contracts,  one  for  the  Rocky 
Mountain  division,  extending  from  Harlowton 
to  Deer  Lodge,  and  the  other  for  the  Missoula 
division,  extending  from  Deer  Lodge  to  Aver>-. 

The  power  company's  100,0UU-volt  trans- 
mission lines  are  shown  in  the  single  line 
layout  of  the  system,  as  are  also  the  points  of 
power  deliven,-  to  the  railway  company  and 
the  latter's  lOO.OOO-volt  transmission  system. 

*  Paper  presented  at  the  Pacific  Coast  Convention  of  the 
American  Institute  of  Electrical  Engineers.  Portland,  Ore..  July 
21-2.3.  1920. 


Burfte  Lines  24  M. 


The  railwa\-  transmission  line  of  the  Rocky 
Mountain  division  extends  from  Two  Dot 
substation  to  the  Morel  substation,  a  distance 
of  184  miles,  the  former  point  being  12  miles 
from  Harlowton,  eastern  terminus  of  the 
division,  and  the  latter  point  17  miles  from 
Deer  Lodge,  the  western  terminus.  Power  is 
delivered  by  the  power  company  at  the  Two 
Dot,  Josephine.  Piedmont  and  Morel  sub- 
stations. The  railway  transmission  line  of  the 
Missoula  division  extends  from  Gold  Creek 
.substation,  IN^o  miles  from  Deer  Lodge,  a 
distance  of  ISO  miles,  to  the  substation  at 
Aver\-,  the  western  terminus  of  the  di\-ision. 

Seven  substations  on  each  division  are 
used  to  convert  the  lOO.OOO-volt  alternating 
current  of  the  transmission  line  to  the  .'JIIOO- 


Horlowion 


lowttft 


TMoOot 


Fig.  1 


DitrLodqt  \C-J 
Dupatchtri 
Office 

^nacondd  _ 

Jannty^ 
Transmission  Lines  of  the  Montana  Power  Co.  and  Substation  Layout  for  the  C. 


Blectrificati  on 


ELECTRIC  POWER  CONSUMPTION  ON  THE  C,  M.  &  ST.  P.  RWY. 


TABLE   I 

SUBSTATIONS  AND  THEIR  EQUIPMENT 


Substations 


Transformers 


Motor- Generators 


Rocky  Mountain  Division 

Two  Dot... 

Two     2500  kv-a. 

Two 

2000  kw. 

Loweth .... 

Two     2500  kv-a. 

Two 

2000  kw. 

Josephine .  . 

Two     2500  kv-a. 

Two 

2000  kw. 

Eustis 

Two     2500  kv-a. 

Two 

2000  kw. 

Piedmont.  . 

Three  1900  kv-a. 

Three 

1500  kw. 

Janney.  .  .  . 

Three  1900  kv-a. 

Three 

1500  kw. 

Morel 

Two     2500  kv-a. 

Two 

2000  kw. 

Missoula  Division 


Gold  Creek . 

Two 

2500  kv-a. 

Two     2000  kw. 

Ravenna . . . 

Two 

2500  kv-a. 

Two     2500  kw. 

Primrose ,  .  . 

Two 

2500  kv-a. 

Two     2000  kw. 

Tarkio 

Two 

2500  kv-a. 

Two     2000  kw. 

Drexel 

Two 

2500  kv-a. 

Two     2000  kw. 

East  Portal . 

Three 

2500  kv-a. 

Three  2000  kw. 

Avery 

Three 

1900  kv-a. 

Three  1500  kw. 

volt  direct  current  used  for  traction  purposes. 
Each  motor  generator  consists  of  two  1500- 
volt  direct-current  generators  connected  in 
series  and  driven  by  a  2300-\'olt  synchronous 
motor  supplied  from  the  substation  high 
tension  busses  t  hrough  a  three-ph ase ,  1 00 ,  000  /- 
2300-volt  transformer  and  is  guaranteed  for  a 


maximum  five-minute  overload  of  200  per 
cent.  The  rated  capacities  of  these  stations 
are  given  in  Table  I. 

The  railway  company's  high-tension  line, 
arrangement  of  apparatus  in  the  substations 
and  the  general  layout  of  the  8000-volt  dis- 
tribution or  trolley  system,  are  shown  dia- 
grammatically  in  Figs.  1  and  3. 

The  contact  wires  of  the  trolley  system 
consist  for  the  main  line  of  two  No.  0000 
B.&S.  grooved  trolley  wires  flexibly  supported 
side  by  side  from  a  }/i-'m.  steel  catenary  and 
tapped  at  intervals  of  about  every  1000  ft. 
to  a  feeder  which  connects  to  the  adjacent 
substation  busses  through  switches  and  auto- 
matic circuit  breakers.  Over  passing,  indus- 
trial and  similar  tracks  only  a  single  No.  0000 
copper  trolley  wire  is  used.  There  is  an 
insulated  air  gap  in  the  trolley  in  front  of  each 
substation  separating  the  trolley  system  west 
of  the  substation  from  that  east  of  the  sub- 
station; that  is,  portions  east  and  west  of  the 
substations  are  fed,  respectively,  through 
separate  feeder  breakers.  There  is  also  an 
insulated  air  gap  at  the  beginning  and  end  of 
every  passing  track,  so  that  by  means  of  a 
section  switch  installed  in  the  feeder  at  the 
gap  the  district  between  any  two  gaps  may  be 
isolated  in  case  of  trouble  so  as  to  permit  opera- 
tion up  to  the  location  of  the  open  switches. 


10      eo      30     40      50     eo      to     eo      90      roo     no     i2o     150     i40     \5o     160     i7o     180     190    soo     iio     eso     rao 


Fig.  2.     Graphic  Train  Sheet  and  Load  Curve  for  the  Rocky  Mountain  Division,  February  19,  1920 


72(i     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


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ELECTRIC  POWER  CONSUMPTION  ON  THE  C,  M.  &  ST.  P.  RWY. 


The  return  circuit  consists  of  the  90-lb. 
running  rails  and,  in  general,  of  a  No.  0000 
B.&S.  copper  supplementary  negative  wire 
which  is  run  along  the  trolley  poles  and 
connected  to  the  track  at  intervals  averaging 
about  8000  ft.  through  each  alternate  signal 
system  reactance  bond.  This  supplementary 
negative,  however,  is  intended  more  as  a 
safety  measure  to  bridge  open  rail  bonds  than 
to  increase  the  return  circuit  conductivity. 
However,  on  various  feeder  cutoffs  on  the 
mountain  grades,  where  the  conductivitv 
of  the  positive  circuit  closely  approaches  that 
of  the  return  circuit,  one  of  the  two  feeders 
on  the  cutoff  is  in  parallel  with  the  running 
rails  and  is  provided  for  the  purpose  of 
increasing  the  return  circuit  conductivity. 

Power  Demand  Controlled  by  Train  Dispatcher 

The  terms  of  the  power  contracts  are  similar 
and  each  provides  for  a  minimum  payment 
on  basis  of  a  60  per  cent  load  factor.  Where 
the  load  factor  exceeds  60  per  cent  payment  is 
made  on  basis  of  the  actual  kilowatt-hours 
consumed,  the  rate  being  5.36  mills  per 
kilowatt-hour.  The  demand  is  controlled  for 
each  division  by  means  of  a  so-called  power 
indicating  and  limiting  system,*  which  on 
the  Rocky  Mountain  division  was  put  into 
operation  early  in  the  year  19 IS  and  on  the 
Missoula  division  a  few  months  ago.  Briefly, 
this  system  is  so  arranged  as  to  indicate  and 
record  at  the  dispatcher's  office  at  Deer 
Lodge  the  total  kilowatts  or  dem.and  being 
supplied  in  any  instant  by  the  power  company 
to  the  railway  company  and  to  prevent  the 
maximum  demand  from  exceeding  a  certain 
amount  as  detennined  by  the  "demand 
setting  made  by  the  dispatcher,"  this  limiting 
action  being  secured  by  lowering  of  the  sub- 
station direct-current  voltage  and  therefore 
of  the  train  speeds. 

The  effect  of  this  limiting  action  is  clearly 
indicated  on  the  graphic  time-table  (Fig.  2)  of 
train  movements  on  the  Rocky  Mountain  divi- 
sion for  February  19,  1920,  and  corresponding 
load  curve  traced  by  tapalog  meter  of  the 
power  indicating  and  limiting  system  with 
the  load  limit  set  at  16,000  kw. 

The  percentage  of  time  when  the  limiting 
action  will  take  place,  for  a  given  amount  of 
business,  will  depend  on  the  demand  setting 
and  on  the  possibilities  of  spacing  the  trains 
so  that  as  few  as  possible  will  at  one  time  be 
operating  on  the  heavisr  grades,  the  latter 
matter,   except   as   regards   passenger  trains 

♦This  system  was  described  in  the  General  Electric  Review 
for  April.  1920.  page  292. 


TABLE   II 

ST.  PAUL  ELECTRIFICATION,  LIMIT  SET- 
TING AND  AVERAGE  KILOWATT- 
HOUR  TAKEN   MONTHLY 


Month 


Limit 
Setting 


Average 

Monthly 

Load  in 

Kilowatts 


July, 
Aug., 

Sept., 

May, 

Aug., 

Sept., 

Oct., 

Nov., 

Feb., 

Mar., 

April, 


1918 
1918 
1918 
1919 
1919 


1919 
1919 
1920 
1920 
1920 


,000 
000 
000 
,000 
000 

1919 14,000 

,000 
000 
,000 
,000 
,000 


12,1 
12,1 
12,1 

14,1 
14,1 


14,i 
14,1 
16,1 
16,1 
16,1 


8020 
7820 
6675 
7840 
7650 
8230 
,8420 
7115 
8625 
8680 
8620 


Per  Cent 
Time 

Limiting 
Action 
Takes 
Place 


13.0 
15.5 

8.2 
4.62 
4.12 
9.50 
10.65 
8.24 
2.40 
2.20 
.90 


and  certain  time  freights,  being  to  a  consider- 
able extent  in  the  hands  of  the  train  dis- 
patchers. The  slowing  up  of  the  train  speeds 
of  course  results  in  increased  train  and  engine- 
men's  expense  and  increased  time  in  getting 
freight  over  the  road,  and  a  proper  balance 
must  be  struck  between  this  increased  expense 
and  the  saving  in  power  cost  and  the  limit 
setting  determined  upon  accordingly.  Table 
II  gives  an  idea  of  the  percentage  of  time  the 
limiting  action  takes  place  with  average 
kilowatt  load  and  settings  as  indicated,  this 
percentage  being  based  on  the  number  of 
hours  the  limiting  system  was  actually  in 
service. 

In  arriving  at  the  amounts  chargeable  for 
power  against  the  respective  classes  of  train 
service,  the  total  kilowatt-hours  to  be  paid 
for — that  is,  the  actual  kilowatt-hours,  or  the 
actual  kilowatt-hours  increased,  if  necessary, 
to  correspond  to  a  minimum  60  per  cent  load 
factor — is  taken  and  from  it  is  deducted 
the  kilowatt-hours  m_etered  against  substation 
lighting,  auxiliar\-  power,  signal  system 
supply,  etc.,  amounting  to  about  1  per 
cent.  The  remaining  kilowatt-hours  is  then 
divided  between  the  different  classes  of  train 
service,  freight,  passenger  and  non-revenue, 
in  proportion  to  the  total  net  kilowatt-hour 
readings  obtained  for  these  respective  services 
from  wattmeters  installed  in  the  locomotives. 
These  readings  are  taken  by  the  engine  crew  on 
entering  or  leaving  the  engine  on  the  form  pro- 
videdforthepurpose,  andarecordof  the  power 
consumption  of  each  train  is  thus  obtained. 
The  readings  are  referred  to  as  "net"  read- 
ings, as  they  represent  motored  energy  less 
regenerated  energy. 


728     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


TABLE   III 

ST.  PAUL  ELECTRIFICATION- 


AVERAGE  INPUT 


Month 


January .  .  . 
February . . 
March .... 

April 

May 

June 

July 

August .... 
September . 
October.  .  . 
November . 
December. 


EOCKY 

MOUNTAIN  DIVISION 

MlSSOt.X.\  DIVISION 

Actual  Kw-Hrs. 

Net  Kw-Hrs. 

Actual  Kw-Hrs. 

Net  Kw-Hrs. 

System  Input  for 

Input  at 

Ratio 

System  Input  for 

Input  at 

Ratio 

Locomotives 

Locomotive 

Locomotives 

Locomotives 

6,381,233 

4.838,480 

75.9 

5,540,581 

3,753,430 

67.6 

4,610,607 

2,921,840 

63.3 

4,107,960 

2,702,710 

65.8 

5,795,859 

4,351,126 

75.2 

5,412,048 

3,469,120 

64.2 

5,949,840 

3,962,650 

66.6 

5,429,932 

3,574,080 

65.8 

5,803,455 

4,146,517 

71.4 

5,745,397 

3,795,770 

66.2 

5,662,650 

4,100,810 

72.3 

5,697,785 

3,853,590 

67.6 

5,744,738 

3,794,940 

66.2 

5,318,692 

3,505,630 

65.8 

5,648,815 

3,755,280 

66.5 

5,133,008 

3,255,820 

63.4 

5,892,430 

3,799,830 

64.5 

5,102,562 

3,434,010 

67.3 

6,222,486 

3,971,149 

63.8 

5.389 ,88:j 

3,654,955 

67.8 

5,095,937 

3,425,458 

67.2 

4,879,130 

3,181,456 

65.2 

5.809.976 

3,830,870 

65.8 

4,971,601 

3,382,700 

67.9 

68.618.026 

46,898,850 

68.3 

62,728,579 

41,563,271 

66.3 

The  ratio  of  the  total  net  locomotive  watt- 
meter readings,  all  services,  to  the  total 
actual  kilowatt-hours  input  to  the  system 
chargeable  to  locomotives  for  the  various 
months  of  1919  is  given  in  Table  III. 

As  there  are  no  wattmeters  installed  in  the 
direct-current  side  of  the  substations,  a  ratio 
for  net  substation  output  to  system  input  or  to 
locomotive  is  not  obtainable.  There  are, 
however,  wattmeters  in  the  circuits  of  the 
individual  motor-generator  sets  and  Table  IV 
considered  in  connection  with  the  profile  of 
the  line  will  be  of  interest  in  showing  the 
manner  in  which  the  energy  is  distributed 
among  the  respective  substations,  average 
kilowatts  being  used  for  convenience  instead 
of  total  kilowatt-hours,  and  the  whole  of  the 
year  1919  being  taken. 


Operating  Figures  for  1919 

The  figures  in  Table  V  show  forthe  year  1919 
the  net  kilowatt -hours  per  thousand  gross  ton- 
miles  for  freight  revenue  sen-ice  and  passenger 
service,  respectively,  and  corresponding  cost  of 
these  kilowatt -hours  at  the  high  tension  bus  or 
point  of  delivery-  of  the  power  to  the  railway 
system.  The  lesser  consumption  of  energy- 
during  the  summer  months  as  compared  with 
the  winter  months  will  be  noted.  The  figures 
for  the  passenger  ser\-ice  are  approximate, 
as  the  ton-mile  data  are  based  on  the  assump- 
tion of  an  average  weight  per  car,  no  record 
of  the  particular  cars  handled  in  all  the 
separate  trains  being  available. 

The  cost  of  maintaining  and  operating  the 
transmission  lines,  substations  and  trolley 
system  for  the  year  1919  is  given  in  Table  VI 


TABLE  IV 
ST.  PAUL  ELECTRIFICATION— AVERAGE   INPUT  OF   SUBSTATIONS 


ROCKY  MOUN'TAIN  DIVISION 


Substation 


Two  Dot . 
Loweth .  . 
Josephine . 
Eustis.  .  .  , 
Piedmont. 
Janney . . . 
Morel .... 


System  Total. 


Average  Annual  Kw.  Input  Net 
to  Motor  Generators 


•Total 


••  Per  Motor- 
Generator 


895 
962 
1014 
1022 
1218 
1.390 
1047 


7548 


813 

783 

1013 

1016 

617 

559 

1072 


MISSOfLA  DIVISION 


Substation 

Average  Annua 
to  Motor 

♦Total 

Kw.  Input  Net 
Generators 

*•  Per  Motor- 
Gaocrator 

Gold  Creek 

1150 
915 
908 
843 
790 

1390 
812 

1128 

Ravenna 

1115 

925 

Tarkio 

Drexel 

East  Portal 

803 

778 
778 

Avery 

523 

System  Total 

6808 



*  Total  kw-hrs.  computed  on  the  basis  of  8856  hours  in  the  year  (four  extra  days  in  December  being  included). 
••  Computed  from  total  kw-hrs.  and  total  running  hours  of  motor  g( 


'  generators. 


ELECTRIC  POWER  CONSUMPTION  ON  THE  C,  M.  &  ST.  P.  RWY. 


-29 


TABLE  V 

ST.  PAUL  ELECTRIFICATION     OPERATING  STATISTICS  FOR   1919 
Net  Kw-Hrs.  per  Thousand  Gross  Ton- Miles 


Month 


Thousand 

Gross 

Ton-Miles, 

Trailing 


At  High 

Tension 

Bus 


At 
Locomo- 
tive 


At  High 

Tension 

Bus 


At 

Locomo- 
tive 


Load 
Factor 


Cost  of  Kw-Hrs. 

per  M.  Trailing. 

Gross  Ton-Miles, 

Cents 


Rocky  Mountain  Division 


Freight  Service: 

January 

February 

March 

April 

May 

June 

July 

August 

September 

October 

November 

January-November . 


98,478 

79,859 

118,297 

121,646 

124,395 

122,264 

120,723 

111,092 

115,787 

108,920 

86,267 

Averages 


47.8 
43.1 
.39.0 
38.5 
36.5 
36.7 
36.7 
40.9 
39.7 
45.8 
44.0 
40.5 


36.3 
27.3 
29.3 
25.6 
26.1 
26.2 
24.3 
27.2 
25.6 
29.2 
29.6 
27.7 


41.2 
37.3 
33.9 
33.1 
31.7 
31.7 
31.6 
34.9 
34.1 
39.4 
37.7 
34.8 


31.3 
23.6 
25.5 
22.0 
22.6 
22.9 
20.9 
23.2 
22.0 
25.1 
25.3 
23.8 


63.7 
57.7 
65.3 
61.1 
56.0 
56.4 
55.4 
54.6 
58.8 
60.0 
50.9 
57.3 


25.7 
24.0 
20.9 
20.7 
20.9 
20.9 
21.3 
22.4 
21.7 
23.6 
27.8 
22.5 


Rocky  Mountain  and  Missoula  Division 


January 

February 

March 

April 

May 

June 

July 

August 

September 

October 

November 

January-November 


87,958 

73,481 
103,613 
109,133 
118,331 
116,660 
106,045 
101,017 

99,578 
100,504 

78,459 
Averages 


44.3 
39.8 
40.3 
38.5 
37.9 
37.8 
38.1 
.38.8 
38.5 
40.0 
45.3 
39.7 


29.9 
26.2 
25.8 
25.4 
25.1 
25.6 
25.0 
24.6 
25.9 
27.1 
29.5 
26.3 


38.6 
35.2 
35.6 
34.1 
33.5 
33.3 
33.5 
34.3 
34.1 
35.3 
39.2 
35.0 


26.1 
23.2 
22.8 
22.4 
22!2 
22.5 
22.0 
21.8 
22.9 
23.9 
25.5 
23.1 


23.8 
21.7 
21.6 
20.2 
20.3 
20.3 
20.4 
20.8 
20.6 
21.4 
24.3 
21.3 


Rocky  Mountain  and  Missoula  Divisions  Combined 


January-November. 
January-December . 

Passenger  Service: 
January- November. 
January- December. 


2,302,507 

2,476,085 


340,480 
378,080 


40.1 


56.8 


27.1 


38.7 


34.9 


39.7 


23.5 


27.1 


21.9 
22.3 


38.4 
38.1 


ST. 


TABLE   VI 

PAUL  ELECTRIFICATION— DISTRIBUTION  OF  OPERATING  COSTS  FOR  1919 


Account 

Total  All        1                         p„  TT„;,. 
Services          ,                         ^^"^  ^nit 

255.     Power  substation  buildings 

257.     Power  transmission  system 

259.     Power  distribution  system 

261.     Power  line  poles  and  fixtures 

$     8,487        $    606.00  per  building 
1,773                  4.87  per  mile 
78,461      1         179.00  per  route-mile 
24,299     '           55.50  oer  route-mile 

306.     Power  substation  apparatus 

383    1 

„„-■  >  Train  and  yard  power  produced 

40,224 
102,152 

2,870.00  per  station 
7,300.00  per  station 

Total 

$255,396 

730     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


TABLE  VII 
UNIT   COSTS.   INCLUDING  COST  OF  POWER 

1.  Cost  per  thousand  gross  ton-miles  trailing  freight  as  actually  distributed  in  accounts 28.8  cents 

2.  Cost  per  thousand  gross  ton-miles  train  freight  as  actually  distributed  in  accounts 24.9  cents 

3.  Cost  per  thousand  gross  ton-miles  trailing  freight  on  basis  distribution  in  proportion  to  freight 

kilowatt-hours 30.2  cents 

4.  Cost  per  thousand  gross  ton-miles  train  freight  on  basis  distribution  in  proportion  to  freight 

kilowatt-hours ., 26.2  cents 

5.  Cost  per  actual  kilowatt-hours,  delivered  to  locomotives 1.1  cents 

*  Note. — The  items  in  the  table  refer  to  the  classification  numbers  prescribed  by  the  Interstate  Commerce  Commission  for  steam 
railroad  accounting.    The  several  groupings  are  defined  as  follows: 

255.     Power  Substation  Buildings. 

This  shall  include  the  cost  of  repairing  buildings  of  power  substation  *  *  »  used  to  transform  power  for  the  operation  of  trains  and 
cars,  and  to  furnish  power,  heat,  and  Ught  for  general  purposes:  *  *  * 

257.     Power  Transmission  System. 

This  account  shall  include  the  cost  of  repairing  systems  for  transniitting  high-tension  power  from  power  houses  to  the  point  where 
transformed  for  use,  including  the  cost  of  work-train  service  and  special  tools  furnished  for  such  work. 

259.     Power  Distribution  Systems. 

This  account  shall  include  the  cost  of  repairing  electric  distribution  systems,  whether  overhead,  surface,  or  underground,  for  conveying 
low-tension  power  for  propelling  trains  and  cars,  and  for  power,  heat,  light,  and  general  purposes. 

261.     Power  Line  Poles  and  Fixtures. 

This  account  shall  include  the  cost  of  repairing  and  replacing  electric  line  poles,  cross  arms,  and  insulating  pins;  brackets  and  other 
pole  fixtures;  and  braces  and  other  supports  for  holding  poles  in  position;  also  the  cost  of  repairing  structures  primarily  for  supporting 
the  overhead  electric  construction. 

306.     Power  Substation  Apparatus. 

This  account  shall  include  the  cost  of  repairing  machinery  and  other  apparatus,  including  special  foundations,  for  transforming  or 
storing  power  in  power  substations  used  for  the  operation  of  trains  and  cars  and  for  power,  heat,  and  light  for  general  purposes. 
Details  of  Power  Substation  Apparatus. 

Rotary  Converters  Switchboards 

Storage  Batteries  Transformers 

383.     Yard  Switching  Power  Produced. 

This  account  shall  include  the  cost  of  the  production  and  distribution  of  electric  power  used  in  operating  locomotives  and  cars  in 
switching  service  in  yards  where  regular  switching  service  is  maintained,  and  in  terminal  switching  and  transfer  ser\*ice. 

Employees. — The  pay  of  employees  engaged  in  operating  electric-power  stations  and  substations,  such  as  engineers,  firemen,  elec- 
tricians, dynamo  men,  oilers,  cleaners,  and  coal  passers. 

Fuel. — The  cost  of  coal,  oil,  gas  and  other  fuel,  including  the  cost  of  labor  unloading  or  stocking  fuel. 

Water. — The  cost  of  water  used  to  produce  steam  or  to  operate  water  plants,  including  pumping,  rent  of  ponds,  streams,  and  pipe 
lines,  also  water  tests,  boiler  compounds,  and  other  like  supplies  and  expenses. 

Other  Supplies  and  Expenses. — The  cost  of  lubricants,  such  as  oil  and  grease  used  in  lubricating  engines,  shafting,  dynamos. 
and  pumps;  cost  of  waste,  carbon  brushes,  fuses,  lamps,  and  other  supphes;  also  the  cost  of  heating  and  lighting  power  plants,  and  other 
expenses  not  elsewhere  specified  in  connection  with  operation  of  electric -power  plants. 
395.     Train  Power  Produced. 

This  account  shall  include  the  cost  of  producing  and  distributing  electric  power  for  the  propulsion  of  electric  locomotives  and  cars 
in  transportation  train  service.    Otherwise  same  as  account  No.  383. 


and  a  final  figure  thus  arrived  at  showing  the 
approximate  total-  operating  costs  involved 
in  the  delivers^  of  the  electric  energy  to  the 
locomotives  is  given  in  Table  VII. 

Conclusion 

The  installation  being  comparatively  new 
it  might  naturally  be  assimied  without 
consideration  of  other  facts  that  the  figures 
for  the  maintenance  are  considerably  lower 
than  those  which  will  eventually  obtain,  but 
it   should   also   be   borne   in   mind   that   the 


maintenance  and  operating  costs  given  \y\\\, 
except  for  power,  remain  more  or  less  constant 
so  far  as  any  consideration  of  their  being 
affected  by  the  business  handled  is  concerned, 
so  that  the  cost  per  thousand  ton-miles  would 
be  correspondingly  reduced  as  business  is 
increased.  It  is  also  expected  that  consider- 
able improvement  will  be  effected  in  main- 
tenance methods,  which  would  again  tend  to 
reduce  costs.  The  figures  are  therefore  given 
merely  to  show  the  results  which  are  at 
present  being  obtained. 


'31 


The  Production  and  Measurement  of  High  Vacua 

PART  IV.     MANOMETERS  FOR  LOW  GAS  PRESSURES 

By  Dr.  Saul  Dushmax 
Rese.\rch  Laboratory,  General  Electric  Company 

This  installment  and  the  next  contain  a  description  of  different  types  of  manometers  used  in  connection 
with  high-vacuum  technique.  The  present  installment  deals  mainly  with  the  McLeod  gauge  and  different 
forms  of  viscosity  gauges.  The  next  installment  will  discuss  the  Knudsen,  Pirani-Hale,  and  ionization 
gauges. — Editor. 


For  the  measurement  of  pressures  that  lie 
between  one  atmosphere  and  one  cm.  mer- 
cur\',  a  standard  form  of  mercun.^  barometer 
is  generally  used.  Such  a  method  is  obviously 
ver\^  insensitive  when  it  is  necessary  to 
measure  pressures  below  this  range,  and  con- 
sequently a  number  of  types  of  manometers 
have  been  developed  by  different  investiga- 
tors for  this  purpose. 

In  the  simplest  type  of  low-pressure  gauge, 
the  difference  between  the  actual  pressure  and 
that  in  an  extremely  good  vacuum  is  measured 
by  some  very  sensitive  optical  method.  This 
is  the  principle  of  Rayleigh's  manometer. 
On  the  other  hand,  the  McLeod  gauge  repre- 
sents an  interesting  application  of  Boyle's 
law  to  very  low  pressure.  By  compressing  a 
given  volume  of  the  gas  whose  pressure  is  to 
be  measured  to  a  very  small  known  voltime, 
the  pressure  is  amplified  several  thousand- 
fold and  may  read  directly. 

Again,  instead  of  attempting  to  measure 
the  pressure  directly,  use  may  be  made  of  the 
fact  that  the  amount  of  heat  conducted  from 
a  stirface  varies  with  the  gas  pressure. 
Similarly,  the  damping  effect  of  gas  on  a  body 
set  in  vibration  or  rotation  varies  with  the 
pressure.  In  each  case,  however,  it  is  neces- 
sary to  know  the  law  of  variation  between  the 
observ'ed  effect  and  the  pressure. 

In  the  following  section  are  described  some 
of  the  different  types  of  low-pressure  gauges 
that  have  been  used  by  different  investigators. 
Only  those  forms  are  described  in  detail  which 
have  proved  to  be  most  generally  useful  in  the 
present  state  of  high-vacuum  technique ;  while 
other  forms,  which  are  of  more  or  less  histori- 
cal interest,  are  mentioned  rather  briefly. 

MERCURY   MANOMETERS 

Rayleigh's  Gauge^ 

The  essential  parts  of  this  gauge  (Fig.  32) 
are    two    glass    bulbs,    one    of    which    com- 

1  Phil.  Trans.  196.  A.  205  (1901)  Zeits.  physikal.  Chem.  37, 
713  (1901). 

'  Zeits.  f.  Instrk.  S9.  344-349  (1909)  K.  Jellinek.  Lehrbuch 
d.  physikal.  chem.  I.  1,  p.  ,321.     Ann.  d.  Phys.  S9.  723  (1909). 

»  Zeits.  (.  Instrk.  6'.  89  (1886)  and  2.',.  276  (1904). 

'  Ann.  d.  Phys.  (4).  gl.  320  (1906). 


municates  with  a  good  vacuum  by  a  tube  C, 
and  the  other  with  the  system  in  which  the 
pressure  is  to  be  measured.  Two  glass  point- 
ers are  sealed  into  the  bulbs,  and  the  latter 
are  connected  to  a  T-connection  which  forms 
the  upper  end  of  a  barometric   column  A. 


Fig.  32.     Rayleigh's  Gauge 

Mercury  can  be  raised  and  lowered  in  the 
bulbs  by  means  of  the  reservoir  D  and  the 
level  thus  brought  up  so  as  to  be  flush  with 
the  ends  of  the  pointers.  Any  difference  in 
pressure  on  the  mercury  in  the  two  bulbs  is 
then  measured  by  gradually  tilting  the  frame- 
work AK  and  observing  the  deflection  on  a 
mirror  which  is  fastened  vertically  on  top  of 
the  bulbs  at  /.  According  to  Rayleigh  this 
gauge  can  be  used  to  read  pressures  between 
1.5  mm.  and  1 X  10~'  mm.  of  mercur^'. 

A  modified  form  of  this  gauge  was  used 
by  K.  Scheel  and  W.  Heuse^  for  measuring 
the  vapor  pressure  of  water  at  temperatures 
below  0  deg.  C,  and  similar  manometers 
have  been  constructed  by  M.  Thiesen',  and 
E.  Hering^. 

More  recently,  an  ingenious  modification 
of  Rayleigh's  method  has  been  used  by  C.  F. 


'32     September,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  9 


MundeP  for  measuring  vapor  pressures  at 
very  low  temperatures.  A  verj'  sensitive 
optical  method  for  measuring  slight  dif- 
ferences in  level  of  two  mercury-  surfaces, 
developed    bv    K.     Prvtz^    has    been    used 


X  Pl/mp 


To  source  of 
gases  or  vapors 


Fig.  33.     Optical  Lever  Manometer 

extensively  by  different  investigators  in  con- 
nection with  Rayleigh's  method.' 

In  the  optical  lever  manometer,  described  re- 
cently by  J.  E.  Shrader  and  H.  M.  Ryder,* 
the  same  object  is  attained  by  a  very  simple 
constuction.  The  following  description  is 
quoted  from  the  orignal  paper; 

"A  mercun,'  U-tube  manometer  (Fig.  33) 
is  formed  in  the  usual  manner,  except  that 
the  surfaces  of  the  mercury-  are  so  arranged  as 
to  be  of  relatively  large  area.  Above  one  of 
the  surfaces,  within  the  tube,  is  arranged  an 
optical  lever  as  shown  in  the  illustration. 
This  lever  is  supported  by  two  knife  edges, 
a-a.  which  rest  on  loops  of  wire,  which  in  turn 
are  sealed  into  the  glass  walls  of  the  tube;  a 
glass  bead  6,  fused  to  the  end  of  the  lever  aim 
acts  as  a  float  on  the  mercury  surface,  and  in 
this  way  transmits  the  motion  of  the  mercury- 
surface  to  the  lever  arm.  A  mirror  M 
attached  at  the  position  shown  acts  in  the 
usual  manner  to  reflect  a  beam  of  light  from  a 
lamp  to  a  scale,  if  the  gauge  is  to  be  arranged 
as  an  indicating  instrument.  If  the  gauge  is 
to  be  used  for  recording  vairiations  in  pressure, 

»  Zeits.  f.  Physikal.  Chem.  SS.  433  (1913). 
«  Ann.  d.  Phys.  (4).  16.  73.'>  (1<H).">). 

'  C.  F.  Mundcl  loc.  cit.,  and  M.  Knudsen.  Ann.  d.  Phys.  (4) 
SS.  1435  (1910). 

•  Phys.  Rev.  tS,  321  (1919). 


the  scale  may  be  replaced  by  a  photographic 
device  such  as  is  used  in  oscillographic  work. 
"The  cross  connection  e  provides  an  easy 
means  of  evacuating  the  whole  system  with 
one  pump  located  as  shown.  With  this  stop- 
cock or  mercury  cutoff  open,  a  zero  reading 
can  be  easily  obtained,  after  which  this  con- 
nection may  be  closed  and  the  gases  or 
vapors  introduced  for  measurement.  This 
system  provides  also  for  the  measurement  of 


Fig.  34.     McLcod  Gauge 

small  variations  in  pressure,  with  an  original 
pressure  of  any  desired  value,  this  value  in  no 
way  affecting  the  absolute  sensibility  of  the 
gauge." 

A  sensitivity  of   10"'  mm.  of  mercur>-  is 
claimed  for  the  gauge,  and  it  certainly  ought 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


733 


to   prove   useful   in   those   cases   where   the 
McLeod  gauge  is  inapplicable. 

McLeod  Gauge 

The  principle  of  this  gauge  consists  in  com- 
pressing a  given  volume  V,  of  the  gas  whose 
pressure  P  is  to  be  measured,  to  a  much 
smaller  volume  v  and  observing  the  resultant 
pressure  p  which  in  accordance  with  Boyle's 
law  is  given  by  the  relation 

V 

V 
The  greater  the  ratio  — ,  the  greater  the  sen- 
sitivity of  the  gauge. 

One  of  the  simplest  forms  of  McLeod 
gauge  is  shown  in  Fig.  34.  The  bulb  V,  to 
which  is  attached  a  capillary  tube  aa,  is  con- 
nected to  the  low-pressure  system  at  E  and 
also  to  the  barometric  column  T.  In  order  to 
avoid  errors  due  to  the  effect  of  capillarity,  a 
tube  bb  of  the  same  diameter  as  aa  is  sealed  on 
as  a  by-path  to  the  larger  tube  E.  To  operate 
the  gauge  the  reservoir  B  is  raised,  thus  forc- 
ing the  mercury  in  the  barometric  column 
upward  until  the  gas  in  V  is  shut  off  from  the 
remainder  of  the  system. 

As  the  mercury  is  raised  further,  the 
volume  of  gas  V  is  compressed  until  finally 
the  mercury  in  the  capillary  bb  is  level  with 
the  upper  end  of  the  capillary  aa  (correspond- 
ing to  the  point  O  on  the  scale) .  The  pressure 
on  the  gas  in  the  capillary  is  then  evidently 
equal  to  that  of  the  mercury  column  of  height 
/;.  Now  let  a  denote  the  volume  of  the  capil- 
lary per  unit  length,  and  P  denote  the  pressure 
in  the  system  at  E.  Then  it  follows  from 
Boyle's  law  that 


P  =  —h^ 


(22) 


Since  a  and  V  are  constant  for  any  particular 
gauge,  it  follows  that  the  pressure  is  pro- 
portional to  the  square  of  the  observed  value 
of  h.  It  also  follows  from  this  equation  that 
the  smaller  the  ratio  a/V  the  greater  the 
sensitivity  of  the  gauge.  Practical  con- 
siderations, however,  make  it  impossible 
to  use  either  extremely  fine  capillaries  or  very 
large  volimies  for  V.  The  following  data  for 
a  gauge  used  by  the  writer  are  of  interest  in 
this  connection  as  an  indication  of  the  range 
of  pressures  that  can  ordinarily  be  measured 
with  a  McLeod  gauge : 

'  Ber.  d.  deutsch.  Physikal.  Ges.  10.  783  (1908). 
'»  Phil.  Trans.  (A)  196.  20.5  (1901). 
"  Ber.  d.  deutsch.  Phvsikal.  Ges.  ;/.  10  (1909). 
"  Ann.  d.  Phys.  41.  289  (191.3). 


Gauge  No.  1 

V=  171  cm.'',  a  =  0.00407  cm.^  per  cm.  length 
(diameter  of  capillary  =  0.72  mm.). 

Hence,  measuring  h  in  cm., 

p  =  ^M^ML^  =  2.38  X 10-' /z2(mm .  of  mercury) 

=  ^X2.38X10-Wi=  =  0.317 /j-'  (bar) 
750 

That  is,  for  h  =  l  cm.,  P  =  0.317  bar;  and 
for  h  =  l  mm.,  P  =  0.0032  bar,  so  that  for  a 
10-cm.  length  of  capillary  aa,  the  range  of 
pressures  that  could  be  measured  with  this 
gauge  is  from  0.003  to  32  bar. 

Actually,  it  is  impracticable  to  make  V 
larger  than  500  cm.'  and  with  capillaries 
smaller  than  0.5  mm.  the  mercury  tends  to 
stick  badly  and  the  gauge  is  very  sluggish  in 
operation.  With  V  =500,  and  a  =  2X10-* 
(d  =  0.5  mm.),  1  cm.  on  the  capillary  would 
correspond  to  4X10~*  mm.  of  mercury,  or 
approximately  0.053  bar,  and  1  mm.  to 
0.00053  bar.  In  general,  the  lower  limit  of 
pressure  that  can  be  measured  with  a  McLeod 
gauge  is  about  0.01  bar. 

It  is  evident  that  the  McLeod  gauge  does 
not  indicate  the  pressure  of  mercury  vapor 
and  condensible  vapors  such  as  those  of  oil, 
water,  and  ammonia.  Even  in  the  case  of 
carbon  dioxide  the  gauge  is  very  inaccurate. 
In  using  it  to  measure  very  low  pressures,  such 
as  those  produced  by  a  Gaede  molecular  or 
Langmuir  condensation  pump,  a  liquid  air  trap 
should  be  inserted  between  the  gauge  and  the 
remainder  of  the  system. 

Regarding  the  accuracy  of  the  gauge  for 
indicating  the  pressure  of  the  so-called 
permanent  gases  {Hi,  He,  Ne,  Ar,  O2,  N2  and 
CO)  a  careful  investigation  carried  out  by 
Scheel  and  Heuse"  has  shown  that  if  the  bulb 
and  tubing  are  carefully  dried  (to  eliminate 
the  presence  of  a  film  of  water)  the  results 
obtained  in  the  case  of  air  are  certainly 
reliable  down  to  pressures  of  0.01  mm.  of 
mercury  and  are  probably  just  as  exact  at 
lower  pressures. 

Lord  Rayleigh'"  found  by  means  of  his 
differential  manometer  that  in  the  range  of 
pressures  0.001  mm.  to  1.5  mm.  Boyle's  law 
holds  accurately  for  N2,  H2,  and  On;  and 
Scheel  and  Heuse"  observed  the  same  result 
with  their  membrane  manometer.  A  very 
careful  investigation  on  this  point  was 
carried  out  by  W.  Gaede  '-  in  connection  with 
his  work  on  the  laws  of  flow  of  gases  at  low 
pressures.  He  found  that  in  the  case  of 
nitrogen  and  hydrogen,  the  McLeod  gauge. 


734     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


when  care  is  taken  to  dr\'  the  walls  thor- 
oughly, is  \-ery  accurate  down  to  very  low 
pressures  (below  0.0001  mm.),  while  in  the 
case  of  oxygen  errors  are  liable  to  arise 
because  of  the  formation  of  an  oxide  scum  on 
the  surface  of  the  mercur\-  which  causes  the 
surface  to  wet  the  glass  in  the  capillary.  How- 
ever, this  sciun  may  be  got  rid  of  by  heating 
the  capillary-  carefully  and  the  mercur\-  then 
becomes  quite  clean  again. 

There  are  certain  features  about  the 
McLeod  gauge  that  must  be  carefully  ob- 
ser\-ed  both  in  its  construction  and  operation. 
In  sealing  off  the  upper  end  of  the  capillan,- 
aa  (Fig.  34),  care  should  be  taken  to  have  the 
capillar^'  bore  terminate  in  as  blunt  a  surface 
as  possible,  so  as  to  ensure  a  fair  degree  of 
accuracy  in  reading  the  ver%-  lowest  pressures. 

The  rubber  tubing  connecting  the  reser- 
voir B  and  the  tube  T  should  be  thoroughly 
cleaned  and  dried  before  use  to  get  rid  of 
any  loose  particles  and  also  to  eliminate  as 
much  as  possible  the  injurious  action  of  the 
sulphur  present  in  the  rubber.  Only  the 
cleanest  mercun.'  should  be  used  and  all 
glass  parts  of  the  gauge  should  be  dried  thor- 
oughly before  filling  with  mercun,-.  A  new 
McLeod  gauge  will  be  found  to  give  very- 
erratic  results  at  the  beginning  until  all  the 
condensible  vapors  adhering  to  the  walls 
have  been  removed  by  gentle  heating  with 
simultaneous  exhaustion. 

For  extremely  sensitive  gauges,  where  the 
volume  V  is  large,  the  mass  of  mercur\-  to  be 
raised  and  lowered  is  so  great  that  the  design 
shown  in  Fig.  34  becomes  impracticable. 
In  these  cases,  the  reser\-oir  T  may  be  re- 
placed by  a  wide  bore  glass  tube  with  snugly 
fitting  glass  plunger.  Where  a  rough  vacuiun 
line  is  available,  the  top  of  the  reser\-oir  can 
be  closed  by  a  rubber  stopper  through  which 
passes  a  two-way  stopcock;  one  way  being 
connected  to  the  rough  vacuum,  and  the  other 
to  the  atmosphere.  The  mercur\-  in  T  can 
then  be  raised  or  lowered  by  opening  the 
stopcock  to  the  atmosphere  or  to  the  rough 
vacuum  respectively." 

In  order  to  a\'oid  the  error  which  arises 
when  reading  the  ver>'  small  volume  of  the 
capillan.-  at  the  upper  end,  it  is  often  prefer- 
able to  compress  the  gas  in  the  cap!llar>-  aa 
to  a  definite  volume  and  then  observe  the  height 

»  An  excellent  description  of  the  construction  of  such  a 
McLeod  gauge,  sensitive  to  pressures  as  low  as  10""*  mm.,  is  given 
by  Gaede  in  the  article  referred  to  in  footnote  (">.  He  used  a 
capillary  tube  0.3.')  mm.  in  diameter,  while  the  volume  of  the 
bulb  was  about  1  liter. 

"  Zeits.  f.  Instkunde.  Si.  97  (1914). 

>'  Ber.  d.  deutsch.  chem.  Ges.  58,  4149  (1905). 

«  Zeits.  f.  Angew.  Chem.  19.  755  (1906). 


/;  of  the  mercun,-  in  the  capillar},'  bb  above 
this  level.    Under  these  conditions,  since 

it  is  e'V'ident  that  h  is  directly  proportional  to 
the  pressure  to  be  measured.  The  value  of  h 
may  then  be  obser\-ed  very-  accurately  by 
means  of  a  cathetometer.  This  method  of 
using  the  McLeod  gauge  is,  however,  not  as 
sensitive  at  low  pressures  as  is  the  preceding 
method  described.  Again,  in  some  cases, 
where  the  range  of  pressures  to  be  measured 
is  fairly  large,  the  single  capillan,-  aa  may 
be  replaced  by  two  or  more  capillaries  of 
gradually  increasing  bore,  the  coarser  bore 
being  sealed  onto  the  bulb  I'  and  the  finer 
are  on  top  of  this.  The  serious  objection  to 
this  construction,  however,  is  the  inaccuracy 
of  the  measurements  at  the  junction  between 
the  two  capillaries. 

While  the  construction  shown  in  Fig.  34  is 
the  usual  form  of  McLeod  gauge  used  in 
exhaust  work,  a  niunber  of  modifications 
have  been  suggested  which  are  more  con- 
venient in  special  cases.  An  interesting  con- 
struction is  that  designed  by  H.  J.  Reiff" 
and  shown  in  Figs.  3.5  and  36.  The  advan- 
tages of  this  form  are  its  compactness  and 
avoidance  of  the  use  of  rubber  tubing  which, 
as  Reiff  points  out.  sooner  or  later  causes 
the  mercun.-  to  get  dirty.  The  gauge  is 
mounted  on  a  board  which  can  be  turned  90 
deg.  about  the  axis  at  C  (Fig.  36).  The 
system  in  which  the  pressure  is  to  be  measured 
is  connected  at  R  by  rubber  tubing.  In  the 
position  sho\\-n  in  Fig.  3.5,  the  reser\-oir  G  and 
tube  r'  are  filled  with  mercun.-  up  to  the 
stopcock  H.  To  measure  the  pressure,  the 
board  is  turned  into  a  vertical  position  and 
H  opened  until  the  mercun.-  rises  in  M 
to  the  desired  level.  The  bulb  (7*  prevents 
any  mercury-  from  overflowing  into  the  tube 
r-.  After  the  measurement  is  completed  the 
board  is  again  turned  into  the  position  shown 
in  Fig.  35  and  the  mercun,-  returned  into  the 
resen-oir  </. 

In  the  same  paper  ReifF  has  also  described 
a  further  modification  of  this  construction 
in  which  the  readings  are  directly  proportional 
to  the  pressure.  Other  forms  of  the  McLeod 
gauge  have  been  described  bv  A.  Wohl  and 
M.  S.  Losantisch."  and  L.  Ubbeholde.'* 

MECHANICAL   MANOMETERS 
A  number  of  attempts  have  been  made  to 
construct  low-pressure  manometers  indicat- 
ing the  mechanical  deformation  suffered  hy 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


735 


a  surface  under  pressure.  At  ordinary  pres- 
sures this  principle  has  been  utilized  in  the 
construction  of  the  Bourdon  Spiral.  Laden- 
burg  and  Lehmann/'  and  subsequently  M.  G. 
Johnson  and  D.  Mcintosh''*,  have  de- 
scribed a  low-pressure  gauge  consisting  of 
a  flat  tapered  glass  tube  bent  in  the  form  of 
a  spiral.  The  walls  are  usually  very  thin,  so 
that  the  device  may  be  sensitive  to  small 
pressure  differences.  A  glass  mirror  is 
attached  to  the  end  of  the  spiral  and  the 
latter  is  sealed  into  another  chamber  in  which 
the  pressure  may  be  varied.  The  system 
whose  pressure  is  to  be  measured  is  connected 
to  the  spiral.  In  using  the  instrument,  the 
pressure  outside  the  spiral  is  varied  until  it 


Scheele  and  Heuse's  membrane  manom- 
eter-" consists  of  a  very  shallow  cylindrical 
glass  box  separated  into  two  compartments 
(parallel  to  the  flat  sides)  by  a  thin  copper 
membrane.  One  compartment  is  connected 
to  the  system,  while  the  other  is  connected 
directly  to  a  high-vacuum  pump.  The 
deformation  of  the  membrane,  due  to  the 
slight  difference  in  pressure  on  the  two 
sides,  is  then  measured  by  noting  the 
number  of  interference  rings  produced  by 
the  pressure  of  the  membrane  against  a 
glass  plate. 

The  instrument  was  found  capable  of 
measuring  pressures  down  to  about  0.0001 
mm.    of   mercury,    but   difficulties   were   en- 


Fig.  35 


Short   Form  of  McLeod  Gauge 


Fig.   36 


is  equal  to  that  in  the  spiral,  as  indicated  by 
the  mirror,  and  the  pressure  outside  is  then 
measured  by  an  ordinary  mercury  manom- 
eter. The  device  has  been  used  for  measur- 
ing the  pressure  of  corrosive  gases  like  chlorine 
and  ammonium  chloride  vapor.  A  similar 
type  of  manometer  has  also  been  used  very 
recently  by  C.  G.  Jackson  for  measuring  the 
dissociation  pressure  of  cupric  bromide. 
These  gauges  are,  however,  not  sensitive  to 
pressures  below  about  100  bars.'' 

"  Verh.  d.  deutsch.  Phys.  Ges.  S.  20  (1906). 

18  J.  Am.  Chem.  Soc.  SI.  1138  (1909) ;  Zeits.  f.  Physikal.  Chem. 
ei.  457  (1908). 

1^  For  full  details  regarding  this  type  of  manometer,  refer  to 
K.  Jellinek.  Lehrb.  d.  Physikal.  Chem.  I,  1,  p.  638,  also  to  the 
references  given  in  footnotes  (i^)  and  ("*). 

»  Zeits.  f.  Instrk.  £9.  14  (1903). 

Ber.  d.  deutsch.  Phys.  Ges,  1909,  p.  1. 

21  In  this  connection  the  author  has  quoted  to  a  large  extent 
from  his  paper  on  the  "Theory  and  Use  of  the  Molecular  (jauge," 
Phys.  Rev.  S.  212  (1913). 


countered  in  using  it  because  of  the  con- 
tinual gas  evolution  from  the  walls  of  the 
device. 

VISCOSITY   MANOMETERS 

Theory'''^ 

If  a  plane  is  moving  in  a  given  direction 
with  velocity  u  relatively  to  another  plane 
situated  parallel  to  it  at  a  distance  d,  there 
is  exerted  on  the  latter  a  dragging  action 
whose  magnitude  may  be  calculated  from 
considerations  based  on  the  kinetic  theory  of 
gases. 

At  comparatively  higher  pressures  where 
the  mean  free  path  of  the  gas  molecules  is 
considerably  smaller  than  the  distance  be- 
tween the  plates,  the  rate  of  transference  of 


736     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


momentum  across  unit  area  is  given  by  the 
equation 

(23) 


5  =  ^ 


where  tj  denotes  the  coefficient  of  viscosity." 
According  to  the  kinetic  theorv'  of  gases,_ 
this  coefficient  ought  to  be  independent  of 
pressure.  The  confirmation  of  this  deduction 
by  Clerk  Maxwell  and  others,  over  a  large 
range  of  pressures,  has  been  justly  regarded 
as  one  of  the  most  striking  argiunents  for  the 
validity  of  the  assumptions  on  which  the 
kinetic  theory  is  based. 

It  was  found,  however,  by  Kundt  and 
Warburg^'  that  at  verv'  low  pressures,  where 
the  mean  free  path  of  the  molecule  becomes 
of  the  same  order  of  magnitude  as  the  dis- 
tance between  a  moving  and  a  stationary 
surface  placed  in  the  gas,  there  is  distinct 
evidence  of  a  slipping  of  gas  molecules  over 
the  planes,  so  that  the  apparent  viscosity  is 
decreased.  As  the  pressure  is  lowered  the 
amount  of  this  slip  is  found  to  increase  and  at 
very  low  pressures  it  varies  inversely  as  the 
pressure.^* 

Denoting  the  coefficient  of  slip  by  5,  it  can 
be  shown  that  the  amount  of  momentum  trans- 
ferred per  unit  area  from  the  mo\ing  surface 
to  that  at  rest  is 

B=    '^'^  (24) 

d  +  25  ^ 

Thus,    owing  to   slip,   there   is   an   apparent 

increase   in  the   thickness   of   the    gas   layer 

between  the  two  surfaces,  which  amounts  to 

6  for  each  surface. 

As  has  already  been  stated,  Kundt  and 
Warburg  found  that  at  ven,-  low  pressures  6 
is  inversely  jjroportional  to  the  pressure,  and 
approximately  of  the  same  order  of  magni- 
tude as  the  mean  free  path  L,  of  the  gas 
molecules    at    the    corresponding    pressures. 

More  generallv,  we  can  write 
5  =  aL 
where  a  is  a  constant.     It  is  evident  that  at 
very  low   pressures,   where  d  is  small   com- 
pared to  L,  equation  (24)  reduces  to 

7JM 


5  = 


•2aL 


»■  See  Part  I  of  this  series  of  articles,  June,  1920,  p.  498.  Poynt- 
ing  and  Thomson  Properties  of  Matter,  pp.  218-220  give  an 
exceptionally  clear  explanation  of  the  physical  significance  of  »i 
from  the  point  of  view  of  the  kinetic  theory. 

"  Pogg.  Ann.  lua.  340  (18".')). 

2*  '  'The  diminution  of  the  viscosity  at  very  low  pressures  is  well 
shown  by  an  incandescent  lamp  with  a  broken  filament.  If  this 
be  shaken  while  the  lamp  is  exhausted  it  will  be  a  long  time 
before  the  oscillations  die  away,  if.  however,  air  is  admitted  into 
the  lamp,  through  a  crack  made  with  a  file,  the  oscillations  when 
started  die  away  almost  immediately."  Poynting  and  Thom- 
son, loc.  cit.  .       ,  ,        .„■ 

«  See  equation  (9).  Part  I.  p.  498.  and  equation  (41  p.  497. 

»  See  Part  I  of  this  series  of  articles  June,  1920.  pp.  499-501, 
and  Part  11.  July.  1920. 


Since- 


«      ^  =  o:.np^i 


SM 


L 


^\1FRT 


„     2X0.31 
B  = p 


\    M 
''\2VRf 


(25a) 


That  is,  with  a  given  gas  at  constant  tem- 
perature, the  rate  of  transference  of  momen- 
tum is  directly  proportional  to  the  velocity 
of  the  moving  surface  and  also  to  the  pressure. 
It  follows  from  this  that  given  the  value  of  a, 
it  would  be  possible  from  measurements  on 
the  mutual  effect  of  a  moving  surface  and  one 
at  rest,  to  measure  the  pressure  of  the  gas. 

The  exact  interpretation  of  a  from  the 
kinetic  theory  point  of  view  has,  however. 
proved  to  be  rather  a  difficult  matter.  While 
the  further  discussion  of  this  subject  must 
be  deferred  for  another  section  of  this  series 
it  may  be  obser\'ed  that  a  relation  of  the 
same  form  as  (25a)  may  also  be  deduced  by 
considerations  similar  to  those  used  by  Knud- 
sen  in  connection  with  his  investigations  on 
the  laws  of  molecular  flow.-' 

According  to  the  kinetic  theory-,  the  mass 
of  gas  striking  unit  area  of  a  surface  per  unit 
time  is  equal  to 


}4pn=pJ^ 

V  27r 


M 


RT 


where  pfi  =  density 

=  average  (arithmetical)  velocity. 

Assuming,  as  Knudsen  does,  that  all  the 
molecules  striking  a  surface  are  reflected  in 
directions  which  are  absolutely  independent 
of  the  directions  of  incidence  and  that  these 
reflected  molecules  follow  Maxwell's  dis- 
tribution law,  it  follows  that  the  rate  of  trans- 
ference of  momentum  per  unit  area  from  a 
surface  moving  with  velocity  u  is 


B 


\2irRT 


(25b) 


This  relation  will,  of  course,  hold  true  only 
at  such  low  pressures  that  the  molecules  can 
travel  across  the  space  between  the  two  sur- 
faces without  suffering  collisions  with  each 
other. 

It  will  be  observed  that  equations  (25a) 
and  (25b)  agree  in  the  conclusion  that 
at  very  low  jjressures  B  is  proportional  to 
P\  M  (RT).  so  that  we  can  express  the  rela- 
tion in  the  general  fonn 


B 


M  RT 


(25c) 


where  k  is  a  constant,  which  may  be  slightly 
different  for  different  gases  and  i)robably 
varies  also  with  the  nature  of  the  surface. 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


737 


In  applying  the  relation  between  the  coeffi- 
cient of  slip  and  the  pressure  to  the  construc- 
tion of  a  gauge,  two  different  methods  have 
been  used.  In  the  first  of  these,  which  we 
may  designate  for  reference  as  the  "decre- 
ment" type  of  gauges,  a  surface  is  set  in 
oscillation  and  the  rate  of  decrease  of  the 
amplitude  of  oscillation  is  taken  as  a  measure 
of  the  pressure.  Physically,  the  damping  may 
be  explained  as  due  to  the  gradual  equalization 
of  energy-  between  the  moving  surface  and  the 
molecules  of  gas  striking  it. 

In  the  second  type  of  construction,  a  sur- 
face is  set  in  continuous  rotation  and  the 
amount  of  twist  imparted  to  an  adjacent 
surface  is  used  to  measure  the  pressure. 
The  molecules  striking  the  moving  surface 
acquire  a  momentum  in  the  direction  of 
motion  which  they  tend  in  turn  to  impart  to 
the  other  surface.  If  the  latter  is  suspended 
and  free  to  turn  about  an  axis  which  is  per- 
pendicular to  the  direction  of  motion  of  the 
rotating  surface,  it  will  be  twisted  around 
until  the  force  due  to  the  incident  molecules 
is  just  balanced  by  the  torsion  of  the  suspen- 
sion. We  may,  therefore,  designate  this  as  the 
"static  "  type  of  viscosity  gauge,  to  emphasize 
the  fact  that  observations  with  this  method 
are  taken  under  stationary  conditions. 

"Decrement"  Type  of  Viscosity  of  Gauge 

A  gauge  based  on  this  principle  was  first 
suggested  by  W.  Sutherland"  and  subse- 
quently a  very  careful  investigation  on  the 
same  subject  was  carried  out  by  J.  L.  Hogg.-^ 
The  construction  used  by  the  latter,  which 
was  essentially  the  same  as  that  used  by 
Maxwell  and  Kundt  and  Warburg  in  their 
determinations  of  the  coefficient  of  viscosity 
is  shown  in  Fig.  37.  A  thin  glass  disc  is 
suspended  by  means  of  a  wire  between  two 
fixed  horizontal  plates  N.  The  wire  carries 
a  mirror  which  may  be  viewed  through  a 
plate  glass  window  D  by  means  of  a  telescope 
and  scale.  At  the  top,  the  wire  is  supported 
by  clamps  and  is  connected  to  a  soft  iron 
armature  /  which  is  supported  by  the  swivel 
head  A'.  By  turning  this  armature  by  means 
of  an  external  magnet,  the  center  disc  can 
be  set  in  oscillation  and  the  rate  of  decrease 
of  the  amplitude  of  these  oscillations  is  then 
observed  by  means  of  the  telescope  pointed 
at  the  window  D. 

Now  let  T  denote  the  period  of  oscillation, 
and  Si  and  52  two  successive  amplitudes  of 

"  Phil.  Mag.  43.  S3  (1897). 

M  Proc.  Am.  Acad.  4^.115  (1906).  and  45.3(1909).  Contribu- 
tions from  the  Jefferson  Physical  Lab..  1906.  N'o.  4,  and  1909, 
No.  4. 


oscillation.  Solving  the  differential  equation 
for  the  rate  of  damping  of  the  central  disc, 
it  can  be  shown  that 

aT 

=''  (26) 


5i 


Sl^'' 


r\ 


Fig.  37.     Decrement  Type  of  Gauge 

where  X  is  defined  as  the  logarithmic  decre- 
ment. That  is,  the  amplitude  of  oscillation 
decreases  in  geometrical  progression  for 
successive  equal  intervals  of  time.  The 
constant  a  depends  upon  the  moment  of 
inertia  of  the  vibrating  disc  and  its  dimen- 
sions. 

Thus  X  is  a  measure  of  the  rate  of  transfer- 
ence of  momentum  from  the  ^•ibrating  plate 
to  the  stationary  plates. 

At  higher  pressures,  since  the  viscosity  is 
independent    of    pressure,     the    logarithmic 


738     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


decrement  has  a  constant  value  which  may 
be  denoted  by  /.  Denoting  by  M  the  decre- 
ment due  to  the  suspension  itself,  it  was 
shown  by  Sutherland  that  the  following 
relation  ought  to  hold  true: 


Cr^-O-' 


(27a) 


where  p  is  the  pressure  and  C  is  a 
constant  for  the  particular  arrange- 
ment used. 

The  results  obtained  by  Hogg  were 
found  to  be  in  satisfactory  accord 
with  this  equation  down  to  pressures 
of  the  order  of  0.0004  mm.  of  mercury 
in  the  case  of  hydrogen. 

It  is  evident  from  the  form  of  the 
above  equation  that  the  gauge  is  un- 
suitable for  measuring  very  low  pres- 
sures (say  below  0.0001  mm.)  as  the 
value  of  X  then  becomes  comparable 
with  that  of  fx,  thus  involving  large 
experimental  errors.  Furthermore,  as 
mentioned  by  Hogg,  the  construction 
of  the  gauge  and  its  actual  manipula- 
tion require  extremely  great  care. 

A  verv  recent  contribution  to  the 
theory  of  this  type  of  viscosity  meter 
has  also  been  published  by  P.  E. 
Shaw-^  He  derives  an  equation  of 
the  form 

p  =  C-K  (27b) 

and  records  measurements  of  pres- 
sures down  to  0.35  by  10~^  mm.  of 
mercurv. 


Quartz-Fibre  Gauge 

This  method  was  originally  sug- 
gested by  I.  Langmuir'"  for  measuring 
the  residual  gas  pressure  in  a  sealed 
off  incandescent  lamp,  and  has  been 
used  in  this  laboratory  in  a  number 
of  investigations.  It  is  specially  use- 
ful in  measuring  low  pressures  of 
chemically  active  vapors  such  as 
those  of  chlorine,  iodine,  and  mercury 
which  are  liable  to  attack  metal  parts. 
A  discussion  of  the  theory  of  the 
gauge  and  actual  details  as  to  its  mani])ula- 
tion  have  been  published  by  F.  Haber  and 
F.  Kerschbaum''. 

The  construction  of  the  gauge  is  shown  in 
Fig.  3S.  It  consists  of  a  thin  quartz  fibre 
sealed  into  the  top  of  a  glass  ttibe.  The  fibre 
is  set  in  oscillation  by  gently  tapping  the  glass 
bulb  and  the  rate  of  decrease  of  the  amplitude 

»  Proc.  Phys.  Soc.  London.  S9.  171  (1917). 

»  J.  Am.  Chem.  Soc.  SB,  107  (1913). 

"  Zeits.  f.  Elektrochem.     iO.  296  (1914). 


V 


Fig.  38.     Quartz 
Fibre  Gauge 


of  vibration  is  then  obser\-ed  by  means  of  a 
telescope  and  lamp  as  shown  in  Fig.  39. 

Let  t  denote  the  inter\-al  of  time  required 
for  the  amplitude  to  decrease  to  half  value. 
Then  it  has  been  shown  by  Haber  that 

p\/U  =  --a  (28) 


where  p  denotes  the  pressure,  M  is 
the  molecular  weight  of  the  gas, 
and  a  and  b  are  constants  for  the 
particular  quartz  fibre.  That  is,  for 
any  gas,  the  pressure  varies  linearly 
with  the  reciprocal  of  t. 

In  the  case  where  the  gas  to  be 
measured  is  a  mixture  of  different 
vapors,  the  sum  of  a  nimiber  of 
terms  py/^  must  be  taken  corre- 
sponding to  the  partial  pressure  of 
each  constituent. 

The  constant  b  in  equation  (28) 
is  proportional  to  the  diameter 
of  the  fibre,  that  is,  the  finer  the 
fibre  the  smaller  the  pressure  at 
which  the  amplitude  will  decay 
to  half  value  in  a  given  time. 
On  the  other  hand,  a  is  a  func- 
tion of  the  elastic  properties  of  the 
fibre. 

It  is  evident  from  the  form  of 
equation  (28)  that  a  b  corresponds 
to  the  value  to  at  which  the  ampli- 
tude would  decrease  to  half-value 
in  a  perfect  vacuum.  For  calibra- 
tion, it  is  necessary"  to  obtain  only 
two  points,  corresponding  to  the  two 
constants  a  and  6.  One  of  these 
may  be  determined  by  obser\ing  the 
value  to  in  a  \-er>-  good  vacuum, 
while  the  other  point  may  be  ob- 
tained by  calibrating  against  a 
McLeod  gauge  with  some  gas  of 
definite  composition. 

The  following  data  are  given 
by  Haber  for  a  quartz  fibre  7.0 
cm.  long  and  0.013  cm.  in  di- 
ameter. Air  was  used  for  calibra- 
tion. 


Pressure 
in  mm.  Hg 


0.00302 

0.00494 

0.00775 

0.0117 

0.01880 

0.0260 

0=0.0003 


*%/.« 

<  (seconds) 

» 

0.01625 

74 

1.22 

0.02654 

46 

1.23 

0.0417 

31 

1.30 

0.0630 

oo 

1.39 

0.101 

12 

1.23 

0.140 

10 

1.40 
Avg.  1.28 

THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


739 


Some  measurements  with  air  taken  by  Mr. 
Huthsteiner  in  this  laboratory,  using  a  fibre 
3.8  cm.  long  and  0.0043  cm.  diameter,  are 
given  for  comparison. 


Pressure  in  mm,  Hg 

t  (seconds) 

0.00058 
0.00342 
0.0080 
0.0190 

105 
31 

16 
6.5 

Plotting  p  against  —  gave  a  straight  line 

131 
whose  equation  is  103  p  = 0.655.     For 

air,  .1/  =  28.96.  Hence,  for  this  particular  fibre, 
0.705 


P\/m 


t 


-0.00353 


Since  ^0  =  200  in  this  case,  it  is  evident  that 
this  fibre  could  not  be  used  for  measuring 
pressures  below  0.0001  mm.  of  air  It  also 
follows  from  the  form  of  the  above  relation 
that  the  heavier  the  gas  the  lower  the  range  of 
pressures  over  which  the  gauge  may  be  used. 

The  optical  arrangement  suggested  by 
Haber  (Fig.  39)  may  be  varied  in  practice  by 
fastening  a  scale  to  the  back  of  the  gauge  and 
placing  the  lamp  in  such  a  position  that  the 
light  beam  passes  practically  parallel  to  this 
scale.  The  scale  and  tip  of  the  quartz  fibre 
are  then  sighted  by  means  of  a  cathetometer. 

While  Haber  used  tubes  which  are  more  or 
less  flattened  on  two  sides,  ordinary  cylindri- 
cally  walled  tubes  are  more  convenient  and 


this  can  readily  be  accomplished.  In  view  of 
the  simplicity  of  construction  and  relative 
ease  of  manipulation,  the  quartz  fibre  gauge 
ought  to  find  a  useful  field  of  application  in 
low  pressure  technique,  where  the  pressures 
to  be  measured  are  not  below  about  0.05  bar. 


Fig.  40.     Molecular  Gauge 


Fig.  41. 


Rotating  Commutator  Connection 
for  Molecular  Gauge 


Fig. 


39.     Optical  Arrangement  for 
Quartz  Fibre  Gauge 


almost  as  satisfactory.  As  observed  by 
Haber,  care  should  be  taken  to  tap  the  glass 
in  such  a  manner  that  the  fibre  vibrates  in  the 
plane  at  right  angles  to  the  line  of  sight  from 
the  cathetometer.     With  a  little  experience, 

■2  Phys.  Rev.  /.  337  (1913). 
"  Phys.  Rev.  6.  212  (1915). 


Static  Types  of  Viscosity  Gauge 

The  molecular  gauge  suggested  by  I. 
Langmuir'-  represents  a  direct  application  of 
equation  (25c). 

The  construction  and  results  obtained  with 
a  gauge  built  on  this  principle  were  described 
by  the  writer^'  as  follows : 

"It  consists  of  a  glass  bulb  B  (Fig.  39)  in 
which  are  contained  a  rotating  disc  A  and, 


740     September,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  9 


suspended  above  it,  another  disc  C.  The 
disc  A  is  made  of  thin  aluminum  and  is 
attached  to  a  steel  or  tungsten  shaft  H 
mounted  on  jewel  bearings  and  carrying 
a  magnetic  needle  NS.  Where  the  gauge  is 
to  be  used  for  measuring  the  pressure  of 
corrosive  gases  like  chlorine,  the  shaft  and 
disc  may  be  made  of  platinum.  The  disc  C 
is  of  very  thin  mica,  about  0.0025  cm.  thick 
and  3  cm.  in  diameter.  A  small  mirror  M. 
about  0.5  cm.  square  is  attached  to  the  mica 
disc  by  a  framework  of  thin  akuninum. 
This  framework  carries  a  hook  with  square 
notch  which  fits  into  another  hook  similarly 
shaped,  so  that  there  is  no  tendency  for  one 
hook  to  turn  on  the  other.  The  upper  hook 
is  attached  to  a  quartz  fibre  about  2  by  10~^ 
cm.  diameter  and  15  cm.  long. 

"The  lower  disc  can  be  rotated  by  means 
of  a  rotating  magnetic  field  produced  outside 
the  bulb.  This  field  is  most  conveniently 
obtained  by  a  Gramme  ring,  GG,  supplied 
at  six  points  with  current  from  a  commutating 
device  rotated  by  a  motor  (Fig.  40).  In  this 
way  the  speed  of  the  motor  determines  abso- 
lutely the  speed  of  the  disc,  and  the  speed  of 
the  latter  may  thus  be  varied  from  a  few  revo- 
lutions per  minute  up  to  10,000  or  more." 

By  applying  equation  (25c)  it  can  be 
shown  that  the  angle  of  torque  (a)  on  the 
upper  disc  is  given  by  the  equation 

:^ — tI/'WxItt^  (29) 


where 


of    oscillation 


of 


t  =  natural    period 

mica  disc, 
^=moment  of  inertia  of  disc, 
r  =  radius  of  rotating  disc, 
and  CO  =  angular  velocity  of  rotating  disc. 
Hence,  for  any  one  gauge,  the  torque  on 
the  upper  disc  is  proportional  to  the  product 
of  the   speed   of   rotation   of   the   aluminum 

"  Ann.  d.  Physik.  J,0.  971  (191.3). 


disc  and  the  quantity  p\/  M/{RT).  The 
sensitivity  of  the  gauge  can  thus  be  increased 
by  increasing  the  speed  of  rotation;  also  by 
illiuninating  the  mirror  and  using  a  similar 
arrangement  to  that  used  for  galvanometers, 
it  is  possible  to  use  the  gauge  to  measure  pres- 
sures of  the  order  10  "'to  10~*  bar. 

The  gauge  actually  used  for  measuring  ver}' 
low  pressures  showed  a  deflection  of  1100 
mm.  per  bar  of  air,  at  1000  r.p.m.,  with  the 
scale  50  cm.  from  the  mirror.  Up  to  a  pres- 
sure at  which  the  mean  free  path  of  the  gas 
molecules  becomes  comparable  with  the 
distance  between  the  two  discs,  the  deflec- 
tions, at  constant  speed  of  rotation,  were 
found  to  be  proportional  to  the  pressure 
as  observed  by  a  ^IcLeod  gauge. 

At  extremely  low  pressures  (below  oXlO"* 
bar)  the  indications  of  the  gauge  were  found 
to  be  inaccurate  because  of  two  sources  of 
error.  First,  the  rotation  of  the  magnetic 
field  produced  by  the  Gramme  ring  tends  to 
induce  eddy  currents  in  the  metal  frame  work 
used  to  hold  the  mirror;  and  second,  there  is  a 
tendency  for  the  ujjper  disc  to  start  swinging 
especially  at  very  high  speeds  of  rotation  of 
the  aluminum  disc.  As  the  damping  at  low 
pressures  is  very  feeble,  it  is  very  difficult  to 
stop  this  oscillation  when  once  started. 

Working  independently  of  Langmuir,  and 
about  the  same  time  A.  Timiriazefl"  also 
suggested  the  application  of  equation  (25) 
to  the  construction  of  a  low-pressure  gauge. 
As  he  was  primarily  interested  in  determining 
the  laws  of  slip  for  different  gases  his  actual 
design  is  not  suitable  for  a  very  sensitive 
gauge.  Instead  of  using  a  rotating  disc  with 
a  stationary  disc  situated  svTnmetrically  above 
it,  Timiriazeff  used  a  rotating  cylinder  with 
a  stationary-  cylinder  ])laced  s>Tnmetrically 
inside  it  and  suspended  by  a  phosphor 
bronze  wire. 

(7*0  he  CoHlinued) 


741 

The  Cooper  Hewitt  Mercury  Vapor  Lamp 

PART  I.     THEORY  AND  OPERATION 

By  L.  J.  BuTTOLPH 
Engineering  Department,  Cooper  Hewitt  Electric  Company 

This  article  is  the  first  of  a  series  of  three  on  the  theory  and  uses  of  the  Cooper  Hewitt  Mercury  Vapor 
Lamps.  The  second  article,  which  will  appear  in  the  October  issue,  will  illustrate  the  advantages  of  these 
lamps  for  industrial  illumination.  The  third  article  will  be  descriptive  of  the  Cooper  Hewitt  Quartz  Lamp 
and  its  characteristics. — Editor. 


GENERAL  PRINCIPLES  OF  THE 
MERCURY  ARC 
The  Cooper  Hewitt  lamp  consists  of  a  tube 
of  glass  or  of  quartz  containing  mercury, 
mercury  vapor  and  wires  sealed  into  the  ends 
of  the  tube  to  conduct  electricity  to  and  from 
the  current  carrying  vapor.  In  the  manu- 
facturing process  all  foreign  gases  are  re- 
moved and  the  tube  closed  vacuum  tight.  In 
operation  there  is  a  direct  current  arc  from 
the  cathode  electrode  of  mercury  to  an  anode 
electrode  of  iron  or  of  tungsten' (Fig.  I). 


^      3^ 


Fig.  1. 


Upper — Direct-current  Cooper  Hewitt  Lamp 
Lower — Alternating-current  Cooper  Hewitt  Lamp 


The  wattage  of  a  lamp  of  a  given  size  is 
limited  by  the  heat  resisting  quality  of  the 
glass  used.     Two  types  of  lamps  have  there- 
fore been  developed,  one  of  glass  to  operate 
at  relatively  low  temperatures,   and  one  of 
fused  quartz  to  operate  at  relatively  high  tem- 
peratures.     The    normal    volt-ampere    char- 
acteristic of  a  lamp  is  determined  primarily 
as  a  very  complex  function  of  the  mercury 
vapor  pressure  and  density  and  of  the  length 
and  cross  section  of  the  tube.    With  the  tube 
dimensions  fixed  the  vapor  pressure  is  deter- 
mined largely  by  the  mini- 
mum  temperature   within 
the  tube,  while  the  vapor 
density  varies  according  to 
^"^^^^-^         the  heat  distribtition,   be- 
•^if^SeM^M^         ing  in  general  a  minimum 
along  the   central  axis   of 
the  tube.     In  standard  in- 
dustrial units   the  normal 
volt-amperage    is   then 
finally  detennined  through 
the  tube  temperature  by  a 
condensing  chamber  in  the 
form  of  a  bulb  on  the  cath- 
ode end  of  the  lamp  tube. 
A    condition    of    complete 
equilibrium  is  reached  when 
the  light  and  heat  radiated 
and    conducted    from    the 
tube  equals  the  electrical 
energy  input.     The  effect 
on   the   tube   voltage   and 
current  of  the  temperature 
rise  during  starting  is  shown 
in  Fig.  2,  where  they  are 
plotted  as  functions  of  time. 
In  the  actual  design  of  a 
lamp    these    several    vari- 
ables are  so  balanced  as  to 
give  at  once  that  critical 
vapor  density  at  which  the 
light-giving     efficiency    is 


742     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


120 
110 
100 
90 
80 
70 
60 
90 
«0 
30 
20 
10 

0 

V 

12 
11 
10 
9 

7 
6 
S 

4 

3 

2 

1 

0 
A 

1 

_ 

_ 

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GE 

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i'SaT____ 

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•e  ID  w  40  to                                                                                                      ■>  ^,!?  is  *° 

«=»••        1                           2                          «                          •        -"-!-      10                        11 
MINUTES                                  '       .                                 . 

Fig.  2.     Volt-ampere  Starting  Characteristic  of  Standard  Lamps 

greatest  and  a  volt-ampere  characteristic 
allowing  maximmn  current  regulation  with  a 
minimvun  sacrifice  of  wattage  for  that  purpose. 
Modem  theorA-  gives  a  strikingly  graphic 
picture  of  the  electrical  condition  in  the  arc 
column  of  the  Cooper  Hewitt  lamp.  Accord- 
ing to  it  the  tube  is  filled,  during  operation, 
with  mercury  molecules,  mercury  ions,  and 
electrons.  The  ions  are  molecules  which 
have  gained  or  lost  one  or  more  electrons  or 
unit  negative  charges  of  electricity,  thereby 
being  left  charged  either  negatively  or  posi- 
tively as  the  case  may  be.  These  molecules, 
ions,  and  electrons  move  with  various  char- 
acteristic velocities  and  in  individual  direc- 
tions determined  by  their  collisions  with  their 
fellows  according  to  the  well  known  kinetic 
molecular  theory  of  gases.  This  commotion 
characteristic  of  all  gas  molecules  is  further 
complicated  by  the  fact  that  a  constant  dif- 
ference of  potential  of  about  one  and  one 
third  volts  per  inch  of  arc  length  is  maintained 
on  the  electrodes  located  in  the  ends  of  the 
tube,  and  that  because  of  the  heat  of  the 
cathode  and  the  impact  of  the  electrons,  ions 
and  molecules  on  each  other  and  on  the  elec- 
trodes more  electrons  and  ions  arc  produced 
than  are  usually  needed  to  carry  the  current. 
The  effect  of  the  electromotive  force  on  this 
gas  column  is  to  produce  an  arc  current  which 
may  be  described  as  a  continuous  drift  of 
electrons  from  the  cathode  to  the  anode  and 
a  relatively  much  slower  movement  of  posi- 
tive ions  towards  the  cathode.  The  excess  of 
ions  and  electrons  produces  the  effect  of  a 
partial  short  circuit  with  a  continuous  ten- 


dency to  become  a  more  com- 
plete short  circuit.  The  resixlt 
is  a  periodic  increase  of  current 
and  fall  of  potential  of  a  fre- 
quency determined  by  the  ca- 
pacitative  and  inductive  react- 
ance of  the  arc  column  and  of 
the  supply  circuit. 

For  transient  variations  of  the 
current  this  inverse  variation  of 
voltage  is  characteristic  of  the 
mercun.-  arc,  a  cathode  phe- 
nomenon apparently,  for  the 
whole  range  of  practical  current 
values  and  arc  temperatures. 
It  is  most  pronounced  for  low 
currents,  but  decreases  rapidly 
with    increase    of    normal    cur- 


Fig.  3.     Volt-ampen  "St^tiooary"  Charaeterittlc* 
Regulation 


THE  COOPER  HEWITT  MERCURY  VAPOR  LAMP 


743 


rent.  For  slow  changes  of  the  current  this 
same  volt-ampere  relationship  is  character- 
istic up  to  a  certain  critical  current  value. 
With  further  increase  of  current  from  this 
point  the  tube  voltage  passes  through  a 
minimum  and  then  rises  rapidly  as  shown  in 
Fig.  3.  For  maximum  light  efficiency,  the 
Cooper  Hewitt  lamp  is  operated  at  the  point 
of  minimum  tube  voltage,  where,  if  unre- 
stricted, the  arc  current  will  fluctuate  over  a 
wide  range  on  constant  voltage.  In  order  to 
operate  this  unstable  and  essentially  constant 
current  device  on  supposedly  constant  volt- 
age power  lines  two  forms  of  regulation  are 


necessary.  The  current  is  steadied  by  an 
inductance  coil,  connected  in  series  with  the 
arc  and  as  directly  as  possible  to  the  cathode 
so  as  to  oppose  every  transient  action  of  the 
current  by  an  instantaneous  induced  reaction. 
The  falling  voltage  characteristic  of  the  arc 
as  well  as  the  voltage  variations  of  the  line 
are  compensated  by  an  ohmic  resistance  in 
series  with  the  inductance  coil  and  the  arc  as 
shown  in  the  wiring  diagram,  Fig.  4.  This 
resistance  is  so  chosen  that,  for  normal  opera- 
tion, with  any  increase  of  current  the  decrease 
in  arc  voltage  will  be  less  than  the  mcrease 
in   resistance    potential.       In   Fig.    3,    curve 


STABTVN<«  BE3I6TAMCK 


Fig.  4.     Wiring  Diagrams  and  the  Detail  of  Direct -current  Lamp  Auxiliary 


744     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


D  0  E  V  F  is  the  volt-ampere  characteristic 
of  a  Cooper  Hewitt  arc  showing  inherent 
stability  above  and  instability  below  four 
amperes.  Line  P  U  O  R  represents  the  line 
voltage  minus  the  resistance  voltage  for  vari- 
ous currents,  or  in  other  words,  the  voltage 
available  at  any  time  for  arc  operation. 
Point  U  is,  therefore,  one  of  arc  instability 
since  any  current  increase  is  accelerated  by 
the  resulting  excess  arc  voltage.  On  the 
other  hand,  point  0  is  one  of  stability,  a  cur- 
rent decrease  being  opposed  by  an  excess  of 
arc  voltage  and  an  increase  being  limited 
by  the  available  arc  voltage.  In  this  case 
the  regulating  series  resistance  is  eleven  ohms. 


Supply 


Inductance  Cot. 

wvTm  I.; 

ducfance  Coil 

^  C ::j_ 


Cover  Fastener 


Type  "F"Tube- 


Startlng  Bdna 


Curve  C  H  0"  M,  the  volt-ampere  character- 
istic cur\^e  of  the  whole  lighting  unit,  is  the 
continuous  sum  of  the  resistance  potentials 
B  O"  R  and  the  arc  potentials.  Point  H  there- 
fore represents  the  minimum  maintenance 
current  and  voltage  of  the  outfit  for  the 
amount  of  regulation  used.  The  regulation, 
which  is  defined  as  the  per  cent  fluctuation  of 
normal  \'oltage  producing  a  current  change 
from  one  half  ampere  below  to  one  half  am- 
pere above  normal  current,  is  in  this  case  S 
per  cent.  In  the  Cooper  Hewitt  industrial 
units  the  series  resistance  is  adjustable  to  pro- 
vide for  operation  on  various  and  on  var}.-ing 
voltages. 


Starting  the  Arc 

To  Start  the  Cooper  Hewitt  lamp 
it  is  only  necessary  to  start  and  main- 
tain the  formation  of  electrons  in  a 
so-called  '"hot  spot"  on  the  surface 
of  the  mercun,-  cathode.  Collisions 
with  mercury-  molecules  immediately 
result  in  the  formation  of  more  elec- 
trons and  ions  than  are  needed  to 
form  a  current,  with  the  results  de- 
tailed above.  The  temperature  of 
this  spot,  several  thousand  degrees 
at  least,  may  be  accounted  for  by 
the  very  small  cross  section  of  the 
spot  and  the  fact  that  some  eighteen 
watts  of  energy  are  converted  into 
heat    in    this    small    area    of    liquid 


WIRING  DIAGRAM  EC  AUXILIARY 


POSITIVE 

aeesTAMCE. 


SHIFTER    RESISTANCE 


AUTO -TRANSFORMER  SHIFTER         5TA.R-nM«  BAND 


suppi.y  s/M/A/c  porrs 

POS/r/i^£  LfADf 

POS/T/V£  Rer/s-TA/^cf 

AurO  TRANffORMER 


/A/OacrANOE  CO/IF 

SHirr£R/iBS>STAA/C£  \ 


Fig.  5.      Wiring  DioKroms  and  the  Dctoit  of  AUcrnutinR-currrnt  Ljiinp  Auxiliary 


THE  COOPER  HEWITT  MERCURY  VAPOR  LAMP 


745 


vapor  inter-surface,  the  cathode  drop  in 
potential  being  about  5.3  volts.  There  is 
a  difference  of  opinion  as  to  whether  ioniza- 
tion at  the  cathode  results  from  the  direct 
emission  of  electrons  from  mercury  vapor 
heated  far  above  its  boiling  point  or  whether 
it  re.sults  from  the  impact  of  positive  ions 
upon  hot  molecules.  In  either  case  the  condi- 
tion is  easily  produced  by  bringing  the  mer- 
cury cathode  into  contact  with  the  anode  and 
then  breaking  the  circuit  thus  formed,  as  with 
the  ordinary  carbon  arc.  This  tilting  method 
is  now  used  to  start  the  relatively  small 
Cooper  Hewitt  quartz  mercury  lamps.  An 
alternative  automatic  starting  method  stand- 
ard for  the  glass  lamps  consists  in  short 
circuiting  a  small  current  through  the  arc 
regulating  inductance  in  series  with  the  arc. 
This  current  is  broken  by  a.  mercury  switch 
or  "shifter"  magnetically  operated  by  the 
inductance  coil  itself.  The  resulting  induced 
high  potential  is  sufficient  to  start  a  localized 
cathode  discharge  and  the  arc  is  formed.  A 
metallic  coating  placed  on  the  outside  of  the 
cathode  end  of  the  tube  opposite  the  mercury 
cathode  and  connected  to  the  positive  side 
of  the  supply  circuit  serves  to  increase  the 
electrostatic  capacity  of  the  cathode  and 
hence  to  give  a  greater  current  density  to  the 
induced  high  potential  discharge  when  it  is 
localized  to  form  an  arc.  See  Fig.  4  for  the 
arrangement  of  the  circuits. 

The  effectiveness  of  the  "shifter"  or  mer- 
cury switch  as  a  quick  acting  cut-out  switch 
is  worthy  of  note.  It  is  itself  a  small  glass 
chamber  evacuated  except  for  mercury  and 
mercury  vapor  and  is  supplied  with  leading-in 
wires  for  electrical  connection.  It  is  made 
in  the  same  manner  as  the  regular  lamps  and 
is  itself  essentially  a  small  mercury  vapor 
arc.  It  is  so  mounted  as  to  be  easily  rotated 
by  an  armature  actuated  by  the  magnetic 
field  of  the  inductance  coils.  Its  operation, 
in  detail,  is  therefore  as  follows:  At  the 
moment  the  lamp  is  connected  to  its  source 
of  electric  supply  a  current  is  short  circuited 
past  the  lamp  tube,  through  the  arc  regulat- 
ing inductance  coils  and  resistance,  through 
an  additional  shifter  or  starting  resistance  and 
through  the  shifter  itself  (see  Fig.  4).  The 
lightly  mounted  shifter  rotates,  the  mercurv 
pool  connecting  the  two  leading-in  wires  is 
widely  separated,  and  at  the  moment  of 
separation  an  induced  electromotive  force 
reaching  a  verv  high  peak  voltage  appears 
on  the  terminals  of  the  shifter  and  therefore 
on  the  terminals  of  the  arc  tube.  This  voltage 
is  sufficient  to  start  the  arc  as  outlined  before. 


but  it  will  not  form  an  arc  in  the  shifter  since 
the  total  resistance  of  the  shifter  circuit  is 
such  as  to  keep  the  shifter  starting  current 
well  below  a  minimimi  arc  maintenance  value. 
Since  the  inductance  coils  used  have  rela- 
tively low  self  inductance  the  high  induced 
voltages  obtained  result  from  the  extremely 
rapid  current  decrease  when  the  circuit  is 
broken  in  the  shifter.  The  effectiveness  of 
this  mercury-vacuum  switch  for  this  purpose 
as  compared  with  oil  immersed  or  quick  act- 
ing circuit  breakers  is  accounted  for  by  the 
uniquely  rapid  rate  of  deionization  of  cold 
mercury  vapor  and  the  heat  dissipating  prop- 
erty of  volatile  contact  points.  These  con- 
siderations afford  an  explanation  of  the  ob- 
served fact  that  the  colder  the  "shifter" 
the  more  effective  is  its  operation. 

Exhausting  the  Tubes 

In  the  manufacture  of  Cooper  Hewitt  lamps 
two  features  are  of  special  interest,  the  method 
of  evacuation  and  the  treating  of  the  metal 
anodes.  When  ready  for  evacuation  the  tube 
containing  about  twice  its  final  amount  of 
mercury  is  hung  vertically  in  an  upright  gas 
furnace  or  hot  air  oven  and  connected  by  a 
tube  at  the  upper  end  near  the  anode  through 
a  mercury  trap  to  an  ordinary  vacutun.  As 
the  tube  heats  up  to  the  boiling  point  of 
mercury  the  relatively  heavy  mercury  vapor 
rises  in  it,  displacing  the  remaining  traces 
of  foreign  gases  and  water  vapor.  This  proc- 
ess is  continued  until,  with  the  mercury  in 
the  tubes  boiling  vigorously  and  with  the 
glass  walls  of  the  tube  nearly  at  their  melting 
temperature,  the  tube  is  acting  as  a  highly 
efficient  mercury  diffusion  pump  to  produce 
its  own  high  vacutun  with  reference  to  all  vol- 
atile stibstances  other  than  the  mercury  itself. 
When  this  process  has  resulted  in  the  distilla- 
tionf  rom  the  tube  of  ameasured  amount  of  mer- 
cury the  process  is  stopped  and  the  bulb  sealed 
off  at  the  tttbe.  Thereafter  the"vacutmi"  of 
the  tube  is  determined  by  the  vapor  pressure 
of  mercun,'  at  any  gi\'en  tube  temperature. 

To  free  the  metal  electrodes  from  occluded 
gases  they  are  heated  to  a  white  hot  temperature 
during  the  ptunping  process.  This  treating  is 
done  by  operating  the  lamp  on  an  alternating 
current  at  some  4000  to  6000  volts. 

The  heat  of  the  cathode  hot  spot  is  highly 
localized  so  that  in  a  glass  Cooper  Hewitt  lamp 
the  arc  column  temperature  varies  from  some 
500  deg.  C.  in  the  center  to  about  125  deg. 
C.  at  the  surface  of  the  ttibe.  Therefore  the 
vapor  pressure  seldom,  rises  to  over  one  milli- 
meter.   There  is  a  potential  drop  at  the  anode 


746     September,  192Q 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


of  about  5.7  volts  and  the  anode  is  so  designed 
that  its  temperature  is  normally  about  350 
deg   C. 

The  Quartz  Lamp 

The  Cooper  Hewitt  quartz  lamp  differs 
from  the  glass  lamp  as  follows ;  The  arc  tem- 
perature is  much  higher,  var^'ing  from  some 
1400  deg.  C.  in  the  center  to  about  450  deg. 
C.  at  the  surface  of  the  tube.  The  vapor 
pressure  is  therefore  an  atmosphere  and  over. 
The  potential  drop  is  about  25  volts  per  inch. 
To  withstand  the  higher  temperature  a 
tungsten  anode  is  used,  which  is  white  hot 
in  normal  operation.  The  quartz  burner  has 
no  condensing  chamber,  direct  radiation  and 
the  construction  of  the  mercury'  filled  cathode 
providing  the  required  cooling.  Fig.  6  shows 
a  cross  section  of  a  220-volt  quartz  burner  in 
operation.  The  cathode  surface  is  relatively 
smaller  than  in  the  glass  lamp  to  restrict  the 
fluctuations  of  the  cathode  spot.     The  arc 


as  is  apparent  from  the  oscillogaph  cur\-es 
of  Fig.  7.  The  mercur}*  arc  is  essentially 
a  unidirectional  conductor  because  its  main- 
tenance is  dependent  upon  the  existence  and 
peculiar  properties  of  the  so-called  cathode 
"hot-spot."  This  can  be  formed  and  m.ain- 
tained  at  a  low  voltage,  5.3  volts  at  ordinary' 
temperatures  onh^  on  mercur\'  and  certain  of 
its  alloys,  and  once  formed  is  itself  only  main- 
tained by  continuous  operation;  and  even 
with  a  mercury  cathode  this  discharge  of  mer- 
cury vapor  and  electrons  can  only  be  started 
by  drawing  an  arc  by  contact  or  by  a  potential 
of  several  thousand  volts.  These  peculiarities 
of  the  arc  are  utilized  in  the  Cooper  Hewitt 
lamp  as  follows:  The  cathode  of  the  lamp  is 
connected  through  inductance  to  the  middle 
point  of  the  secondary  of  an  auto  transformer 
(see  Fig.  5),  while,  the  anodes  are  connected 
to  the  terminals.  Therefore  the  cathode  is 
continuously  negative  with  respect  to  one  or 
the  other  anode  during  operation.     The  arc 


Fig.  6.     Cooper  Hewitt  Quartz  Lamp 


Stream  is  further  steadied  by  deflection  from 
the  axis  of  the  tube  to  the  horizontal  surface 
of  the  mercury.  When  cold  the  mercur\'  flows 
down  out  of  the  cathode  chamber  and  a  slight 
tilting  of  the  burner  permits  starting  by  the 
contact  of  the  electrodes.  The  quartz  mer- 
cury lamp  requires  the  same  regulation  as  the 
glass  lamp,  but  a  smaller  per  cent  of  energy  is 
required  for  the  ])urpose.  The  quartz  arc  col- 
umn appears  to  be  constricted  along  the  center 
of  the  tube  in  contrast  with  the  unifonn  ap- 
pearance of  the  arc  in  glass. 

The  Alternating-current  Lamp 

The  Cooper  Hewitt  alternating-current 
lamp  is  a  highly  specialized  form  of  Cooper 
Hewitt  single-phase  constant  voltage  alter- 
nating-current rectifier.  As  shown  in  Fig.  1 , 
the  construction  is  identical  with  that  of  the 
direct  current  lam])  cxcejit  that  there  are  two 
anode  electrodes.  The  current  in  the  lamp 
tube  is  a  pulsating  direct  current  of  a  fre- 
quency twice  that  of  the  alternating  current, 


is  started  by  an  induced  voltage,  the  mercury 
electrode  becoming  the  cathode  for  the 
reasons  indicated  above.  Thereafter  the 
cathode  functions  as  continuously  negative 
with  respect  to  one  or  thef  other  anode.  Thus 
the  two  halves  of  the  transformer  secondary 
and  the  anodes  connected  to  them  function 
alternately,  the  arc  shifting  from  one  to  the 
other  anode  with  the  alternations  of  the 
sup])ly  current.  The  series  inductance,  in 
addition  to  steadying  the  current  for  transient 
variations,  has  the  more  important  function 
of  sustaining  the  cathode  spot  and  the  arc 
current  during  the  time  of  zero  voltage,  or 
in  other  words,  of  causing  the  current  to  a 
given  anode  during  a  half  cycle  to  lag  its 
voltage  and  overlaj)  the  current  to  the  other 
anode  to  such  an  extent  that  the  resultant  arc 
current  never  falls  below  the  minimimi  main- 
tenance value.  Although  the  potential  be- 
tween the  two  anodes  is  obviously  always 
double  that  between  the  active  anode  and  the 
cathode,  there  is  little  or  no  leakage  between 


THE  COOPER  HEWITT  MERCURY  VAPOR  LAMP 


747 


them.  For  an  alternating  current  of  a  given 
frequency  the  minimum  sustaining  inductance 
is  definitely  detennined  and  this  also  fixes  the 
minimum  practical  power  factor  of  the  outfit. 

Regulation  such  as  that  provided  by  series 
resistance  in  the  case  of  the  direct-current 
lamp  could  obviously  be  provided  by  in- 
ductance or  choke  coils  instead  of  ohmic  re- 
sistance at  a  slight  gain  in  efficiency  but  with 
th  disadvantage  of  low  power  factor,  viz., 
50  p  r  cent.  In  the  Cooper  Hewitt  alternat- 
ing-current lamp,  ohmic  resistance  is  placed 
in  the  anode  circuits.  Fig.  5,  and  to  secure  a 
aximum  of  regulating  effect  on  fluctuating 
voltage  a  special  iron  wire  resistance  unit  is 
used.  It  is  so  designed  that  because  of  the 
high  temperature  co-efficient  of  resistance  of 
iron  the  voltage  absorbed  by  the  resistance 
varies  more  rapidly  than  the  current.  The 
volt-ampere  characteristic  of  a  certain  iron 
wire  resistance  is  as  indicated  by  the  curve 
BO"N"  in  contrast  with  a  nearly  straight 
line  for  an  ordinary  resistance,  Fig.  3 ;  and  the 
effect  of  using  such  an  iron  wire  resistance 
with  a  direct-current  lamp  might  be  as  indi- 
cated by  the  dotted  lines,  /  A''.  In  actual 
practice  the  series  inductance  provides  part 
of  the  regulation,  absorbing  an  appreciable 
amount  of  the  transformer  voltage  as  shown 
in  Fig.  7,  K,  and  helping  to  produce  a  power 
factor  of  85  per  cent. 

Fig.  7  shows  some  of  the  relationships  be- 
tween voltage,  current  and  time  in  various 
parts  of  a  standard  alternating  current  lamp. 
A,  the  primary  voltage,  is  approximately  a 
sine  function  as  usual,  but  the  current  wave 
form.  B,  is  distorted  by  the  reactance  and  the 
arc  characteristic  of  the  secondary  circuit. 
D  is  the  e.m.f.  between  the  arc  cathode  and 
the  active  anode,  while  H  is  the  e.m.f.  during 
the  succeeding  half  cycle  when  the  other  anode 
becomes  the  active  one.  C  is  the  anode  current 
corresponding  to  voltage  D,  while  G  is  the 
current  in  the  other  anode  during  the  succeed- 
ing half  cycle.  E  is  the  voltage  drop  in  the 
anode  resistance  units  during  their  current 
carrying  intervals.  /  is  the  superimposed 
anode  currents,  while  /  is  the  resulting  rec- 
tified arc  current.  L  shows  the  superimposed 
arc  voltages  and  their  induced  overlap  which 
causes  the  anode  currents  to  overlap  as  in  /. 
Curve  K  showing  the  voltage  drop  in  the  direct- 
current  reactance  coils  is  of  unusual  interest. 
The  inductive  reactance  of  the  arc  circuit  and 
the  arc  characteristics  cause  the  pulsating  arc 
current  to  rise  more  slowly  than  it  decreases. 
The  point  of  anode  current  overlap  also  comes 
during  the  time  of  arc  current  decrease.     The 


bearing  of  these  facts  upon  the  wave  form  of 
the  direct-current  reactance  voltage  is  evident 
from  /  and  A'.  Thus  points  of  zero  voltage 
correspond  to  zero  time  rate  of  current 
change,  maxima  and  minima  current  or  to 
momentarilv    constant    current;    while    the 


Fig.  7.     Oscillograph  Record  of  Alternating-current 
Lamp  Characteristics 


points  of  maximum  voltage  come  when  the 
time  rate  of  current  change  is  a  maximum. 
The  effect  of  the  overlap  discontinuities  of 
the  arc  current  on  the  corresponding  induced 
voltage  maximum  is  evident.  During  the 
period  of  current  overlay,  current  flows  to 
each  anode  and  there  is  during  that  time  no 
potential  difference  between  them,  as  shown 
lay  a  prolonged  interval  of  zero  voltage  on  the 
approximate  sine  curve  of  the  voltage  be- 
tween the  two  anodes.  The  energy  repre- 
sented by  this  variation  from  the  full  sine 
curve  form  of  the  transformer  secondary' 
e.m.f.  is  momentarily  absorbed  in  the  common 
coils  of  the  transformer  which  are  constructed 
for  high  self  inductance  against  each  other. 
Ask  evident  from  B  and  _/,  Fig.  7,  the  tube 
current  fluctuates  over  a  much  smaller  range 
than  does  the  usual  alternating  current. 
This  fact  and  the  lower  intrinsic  brilliancv 


748     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  9 


account  for  the  success  of  the  lamp  for  high 
intensity  illumination  on  alternating  currents 
of  frequencies  as  low  as  25  cycles.  On  the 
other  hand,  alternating-current  lamps  are 
built  for  operation  on  frequencies  as  high  as 
133  cycles  by  modifications  in  the  auto- 
transformer  design. 


4 


Fig.  8.     Candle-power-life  Characteristics 

While  the  characteristics  of  individual 
lamps  var}^  over  a  rather  wide  range,  ob- 
ser\'ations  for  years  and  on  lamps  operating 
under  all  types  of  adverse  industrial  condi- 
tions give  the  basis  for  a  candle-power  life 
of  the  nature  shown  in  Fig.  S.  The  regenera- 
tive nature  of  the  arc  material  gives  a  lamp 
of  theoretically  indefinite  life,  but  manu- 
facturing  difficulties  in   the   line   of   impure 


materials  and  contamination  during  the  glass- 
blowing  operation  seriously  complicate  the 
situation.  That  improved  manufacturing 
methods  will  produce  lamps  of  even  better 
candle-power  life  is  inevitable. 

Luminescence  Color  Sensations,  Visibility  and  Visual 
Acuity 

The  light  of  the  Cooper  Hewitt  lamp  may 
be  thought  of  as  produced  by  electrical 
forces  acting  directly  upon  the  vapor  par- 
ticles in  the  arc  stream.  Specifically  the 
phenomenon  is  thought  to  be  connected  with 
the  ionization  and  deionization  of  the  merctm- 
molecules  as  outlined  above.  The  result  is  a 
relatively  cold  light  since  the  temperature  of 
the  luminescent  vapor  of  a  Cooper  Hewitt 
lamp  is  from  200  deg.  C.  to  500  deg.  C,  while 
that  of  the  filament  incandescent  lamp  is 
some  2800  deg.  C. 

The  intensity  of  the  light  from  any  artificial 
source  varies  for  the  difTerent  wave  lengths, 
being  in  general  greatest  for  the  long  wave 
lengths  in  the  infra-red,  as  shown  on  the  insert 
in  Fig.  9.  These  intensities  plotted  against  a 
wave  length  scale  form  a  relative  spectral 


w>«cuK«m 


Fig.  9.     Energy  Distribution  in  Varioui  llluminants 


THE  COOPER  HEWITT  MERCURY  VAPOR  LAMP 


749 


ULTRA-VIOLET, 


distribution  curve  for  any  given  light  source. 
With  increase  in  the  temperature  of  the 
source  this  maximum  in  the  infra-red  moves 
towards  the  visible  part  of  the  spectrum. 
In  so  far  as  this  change  is  not  according  to 
Wein's  displacement  law  for  a  perfect  radiator 
the  radiation  is  said  to  be 
selective,  favorably  so  if 
producing  greater  visi- 
bility. 

For  the  discontinuous 
spectrtmi  of  luminescent 
light  the  energy  distribu- 
tion may  be  located  by 
lines  and  bands  along  the 
wave  length  scale  and  the 
corresponding  intensity  by 
their  height,  as  for  mer- 
cury in  Figs.  9  and  10. 
The  spectral  distribution 
of  pure  luminescence  is 
completely  selective  and 
has  not  as  yet  been  shown 
to  be  a  function  of  tem- 
perature. 

Light  of  each  distinct  wave  length  produces 
its  own  characteristic  effect  of  visibility,  color, 
visual  acuity,  photographic  effect  and  psycho- 
logic reaction.  All  these  effects  differ  in 
quality  and  intensity  with  the  nature  of  the 
light  waves.  Some  of  these  complicated  re- 
lationships may  be  shown  graphically  by 
plotting  the  relative  intensities  of  these  effects 
against  a  wave  length  scale,  as  in  Figs.  9  and 
10.  These  effects  also  vary  with  different 
eyes,  photographic  plates,  and  nervous  tem- 
peraments. The  human  visibility  curve  repre- 
sents the  average  of  a  large  number  of  eyes 
studied  by  the  Bureau  of  Standards.  The 
photographic  sensitivity  curve  represents  ap- 
proximately the  effect  of  white  light  on  an 
ordinary  photographic  plate. 

Visible  light  of  any  given  wave  length 
produces  the  sensation  of  a  single  color — 
monochromatic  light.  Light  of  all  wave 
lengths  and  uniform  intensity  utilized  in  the 
proportions  indicated  by  the  visibility  curve 
produces  the  sensation  of  white  light.  Color 
or  white  light  produced  by  any  other  than 
these  natural  means  is  described  as  subjective. 
White  light  may  be  produced  by  the  proper 
mixture  of  a  series  of  complementary  hues, 
such  as  orange  with  blue,  yellow  with  blue- 
violet,  or  yellow -green  with  violet-purple. 
The  whiteness  of  the  Cooper  Hewitt  light  is 
due  to  the  combination  of  the  nearly  comple- 
mentary hues  of  the  yellow-green  lines  with 
the   blue   and    violet    lines.      The   difference 


between  such  a  subjective  white  and  true 
white  light  is  only  apparent  when  examining 
objects  of  colors  other  than  those  making  up 
the  former,  since  colored  objects  have  their 
color  by  virtue  of  the  colored  light  they  are 
able    to    reflect.      One   method    of    studying 


Fig.  10.      Color  Sensibility  Curves 

light  considers  it  as  made  up  of  combinations 
of  three  primary  colors,  red,  green  and  blue. 
Ives  has  found  that  on  the  basis  that  white 
light  is  one  third  each  of  red,  green  and  blue 
the  mercury  arc  light  gives  the  effect  of  being 
20  per  cent  red,  30  per  cent  green  and  41  per 
cent  blue.  Green  and  red  produce  the  sensa- 
tion of  yellow;  therefore  the  mercury  arc 
light  may  be  said  to  be  59  per  cent  yellow 
and  41  per  cent  blue,  there  being  an  excess  of 
9  per  cent  green  and  12  per  cent  of  blue  light 
more  than  needed  to  produce  the  sensation 
of  pure  white. 

Analyzed  in  tenns  of  hue  and  saturation 
the  light  of  the  Cooper  Hewitt  lamp  may  be 
described  as  apparently  of  dominant  hue 
0.49  or  blue  with  an  admixture  of  70  per  cent 
of  white  light.  Other  lights  analyzed  on  the 
same  basis  are : 


PER 

CEKT 

White 

Hue 

Sunlight 

100 

0 

Cooper  Hewitt  light 

70 

.490m 

Average  clear  sky 

60 

.472 

Mazda  C 

53 

.584 

Carbon  glow  lamp 

3.8  w.p.c. 

25 

.592 

Neon  tube 

6 

.605 

Transparent  and  solid  objects  are  seen  as 
colored   only   when   they   select   and   absorb 


750     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


from  the  light  illuminating  them  all  but  some 
characteristic  color  or  colors  which  they 
either  transmit  or  reflect.  Therefore  any 
change  in  the  color  of  an  illuminant  by  means 
of  colored  glass  globes  or  reflectors  involves  a 
decrease  in  luminosity  since  the  color  is 
produced  by  a  process  of  subtraction  from 
the  original  light.  When  the  Cooper  Hewitt 
light  is  produced  in  a  glass  tube  of  true  spec- 
tral red  color  the  glass  absorbs  nearly  all  the 
light  and  transmits  little  or  none  since  there 
is  no  objective  red  in  the  Cooper  Hewitt 
light.  Similarly  dull  dark  red  objects  may 
appear  nearly  black  because  of  maximum 
absorption  and  minimum  reflection. 

As  has  already  been  said,  the  most  unique 
property  of  the  Cooper  Hewitt  light  is  that 


CS"    15°  25'     35' 
Fig.  11.     Candle-power  Distribution  About  a 
Bare  Lamp 

while  it  produces  the  sensation  of  white  light 
the  independent  investigations  of  Luckiesh 
and  Bell  show  that  it  is  essentially  a  mono- 
chromatic light  giving  a  visual  acuity  some 
50  per  cent  higher  than  white  light.  It  is  of 
interest  to  note  also  that  for  equal  illumina- 
tion by  monochromatic  lights  of  various 
colors  visual  acuity  is  a  maximum  for  yellow 
light  of  wave  length  58  microns,  which  is  also 
nearly  the  color  of  maximvim  visibility 
(Fig.  {)).  High  monochromatic  visual  acuity 
and  a  white  light  containing  a  full  range  of 
spectral  colors  are  mutually  exclusive. 

While  it  is  claimed  by  some  that  subjective 
white  light  and  colors  should  not  be  compared 
with  ordinary  white  light  and  the  spectral 
colors,  yet  there  is  no  basis  for  defining  the 
difference,  which  appears  to  be  one  of  degree 


only.  In  fact,  according  to  the  most  widely 
accepted  theorx'  of  color  vision,  all  colors  are 
subjective  in  the  sense  that  we  never  actually 
see  the  true  primary  colors  which  are  them- 
selves excited  not  b\'  narrow  ranges  of  wave 
lengths  of  light  but  in  var\-ing  degree  by  wide 
ranges  of  light  vibrations.  Koenig's  hue  sen- 
sation curves  for  true  primary  red,  green  and 
blue  are  analogous  to  the  visibility  curve  for 
the  hirman  eye  (Fig.  10).  Therefore  the  yel- 
low Cooper  Hewitt  light  excites  moderately 
the  sensations  of  primar\'  red  and  green,  and 
feebly  the  blue,  producing  the  subjective 
sensation  of  yellow.  The  green  Cooper 
Hewitt  light  excites  strongly  the  primarv" 
green,  moderately  the  primar%'  red,  and 
feebly   the    blue,    producing   the   subjective 


Fig.  12.     Representative  Light  Distribution 
with  a  Standard  Reflector 

sensation  of  green.  The  blue  light  excites 
strongly  the  primary  blue  and  but  slightly 
the  other  two,  producing  a  subjective  sen- 
sation of  blue.  The  human  eye  apparently 
integrates  these  three  jirimary  color  sensations 
as  white — light  visibility.  The  data  for  the 
insert  in  Fig.  10  were  obtained  by  Ives  by 
methods  based  on  such  a  three  color  theon*-. 
Photometery 

The  physical  evaluation  of  the  Cooper 
Hewitt  light  has  been  a  perj^lexing  problem 
for  years.  Added  to  the  well  known  difficul- 
ties of  heterochromatic  photometn*-  is  the 
questionable  process  of  comparing  a  light  of 
discontinuous  spectrum  with  a  standard  light 
of  continuous  spectrum.  As  yet  direct  com- 
parisons with  and  without  color  corrective 
screens  have  failed  to  give  thoroughly  con- 
sistent  results,   nor  does  the  flicker  photo- 


THE  COOPER  HEWITT  MERCURY  VAPOR  LAMP 


751 


meter  seem  to  solve  the  jjroblem  for  all  its 
effectiveness  in  general  heterochromatic  pho- 
tometry. Integrating  spheres  and  hemi- 
spheres are  limited  by  the  marked  effect  of  a 
diffuse  reflecting  surface  in  increasing  the 
selectivity,  by  reflection,  of  a  selective  lijjht. 
Direct  comparison  with  calibrated  color 
filters  to  reduce  the  color  difference  on  the 
comparison  field  seems  as  yet  to  most  nearly 
approximate  a  physical  valuation  of  use  to 


of  a  bare  lamp,  Fig.  11,  is  characteristic  of 
any  line  source.  A  standard  reflector  widely 
used  for  industrial  installations  is  so  designed 
as  to  give  identical  distribution  curves,  in 
planes  both  parallel  and  perpendicular  to 
the  tube,  of  the  type  shown  in  Fig.  12.  In 
the  layout  of  an  industrial  installation  these 
curves  and  accompanying  data  are  used 
according  to  the  principles  fundamental  in 
all  illuminating  engineering  practice. 


TABLE  I 


umi- 
3e  in 

> 

S 

Si 

Bis 

I-< 

V 

,„  3 

o." 

p-m 

Current 

Length  o 
nous  t 
inches 

3 

Q. 

6 

<: 

rt 
^ 

So 
S 

■ci:0 

0-5 
«  q 

"So 

Direct 

50 

110 

3.5 

385 

550 

17.9 

875 

.44 

14.2 

Photograph 

Illumination 

Direct 

2-50 

220 

3.5 

770 

940 

15.4 

1500 

.52 

12.2 

Photograph 
Illumination 

Alternating 

50 

110 

or 

220 

110 

3.8 

85 

430 

615 

17.9 

975 

.44 

14.2 

Photograph 
Illumination 

Direct* 

67 

7. 

770 

Blue  Printing 

Direct* 

67 

110 

1,5. 

1650 

Blue  Printing 

Direct 

3 

110 

4. 

440 

Quartz  Arc 

Direct 

6 

220 

■ 

3.5 

770 

Quartz  Arc 

•Made  also  for  alternating  current, 
standard  lamp  tubes. 


Variations  in  length  and  shapes  of  above  lamps  provide  some  25 


the  illuminating  engineer  and  the  candle- 
power  data  of  Table  I  were  obtained  by  this 
method.  As  the  common  form  of  Cooper 
Hewitt  lamp  is  distinctly  a  source  of  finite 
area,  and  especially  of  finite  length,  the  lamp 
is  photometered  at  such  a  distance  as  to  re- 
duce this  error  to  less  than  one  per  cent 
while  in  calculating  the  mean  spherical  candle- 
power  the  usual  spherical  reduction  factor  is 
used.      The   approximate   distribution   curve 


Table  I  is  a  tabulation  of  some  of  the 
characteristics  of  standard  types  of  Cooper 
Hewitt  lamps.  The  larger  tubes  are  used  in 
blue  printing  machines  rather  than  for  light- 
ing, and  illtmnination  data  are  therefore 
omitted.  These  straight  tubes  are  modified 
into  specialized  forms  by  variations  in  length 
and  by  bending  the  standard  50  in.  tubes  into 
U  and  M  shapes  for  photographic  enlarging 
outfits. 


752     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


The  Importance  of  the  Electrical  Industry  in  the 
Foreign  Trade  of  the  United  States 

By  M.  A.  OvDix 
Vice-President  International  General  Electric  Company 
Ten  per  cent  of  the  electrical  apparatus  manufactured  in  the  United  States  during  1919  was  exported,  the 
value  of  which  was  ninety  million  dollars  or  50  per  cent  in  excess  of  the  value  of  these  exports  for  1918.  This 
high  percentage  of  exports  to  total  production  is  surprising  in  face  of  the  exceedmgly  unfavorable  exchange 
rates  and  is  a  true  index  of  the  importance  of  electric  power  in  all  countries  of  the  globe.  If  this  electncal 
apparatus  were  not  absolutely  essential  to  the  industrial  rehabilitation  of  European  countries  it  most  certainly 
wT)uld  not  have  been  purchased  in  such  an  unfavorable  market.  At  home  this  foreign  business  has  served  to 
maintain  production  in  certain  lines  of  electrical  apparatus  for  which  domestic  demand  has  temporarily  fallen 
off-  and  as  the  manufacture  of  electrical  goods  involves  the  use  of  many  other  manufactured  products,  the 
exploitation  of  foreign  markets  by  American  electrical  manufacturers  has  greatly  increased  the  business  of 
allied  home  industries.  We  should  strive  to  maintain  our  present  advantageous  position  in  foreign  trade  by 
improving  our  knowledge  of  international  business  methods. — Editor. 

The  participation  of  the  electrical  industry  Europe  took  about   as  much  as  the   Far 

in  the  foreign  trade  of  the  United  States  is  East.     Our   principal    customers   in   Europe 

were  Great  Britain,  Nor«-av  (which  gave  the 
United  States  over  S4,U0U.6c)0  worth  of  elec- 
trical business,  a  surprisingly  large  amount  for 
so  small  a  countr\-).  France.  Italy  and  Spain. 
This  high  level  of  electrical  exports  during 
1919  has  been  attained  in  the  face  of  foreign 
exchange  rates,  which  have  become  increas- 
ingly unfavorable.  But  the  demand  for 
electrical  products  in  Europe  especially  has 
been  urgent  and  insistent,  so  necessary-  is  the 
utilization  of  electrical  power  regarded  for 
its  industrial  rehabilitation  of  Europe. 

The  fact  that  American  electrical  manu- 
facturers have  been  able  in  general  to  maintain 
prices,  means  that  this  export  business  has  not 
been  handled  at  a  loss,  or  in  the  way  of  dump- 
ing surplus  products.  It  has  been  developed 
as  a  vital  and  necessan,*  part  of  their  whole 
business. 

How  important  this  foreign  business  has 
been  in  maintaining  the  production  in 
American  factories  in  lines  in  which  the 
domestic  demand  has  temiiorarily  fallen  off. 
may  be  seen  from  the  fact  thai,  while  foreign 
business  as  a  whole  was  only  about  U)  per 
cent  of  that  production,  in  many  instances 
it  became  a  far  greater  jiercentage,  offsetting 
a  decline  in  domestic  demand. 

For  instance,  in  the  case  of  certain  material, 
such  as  turbine  sets,  the  foreign  demand  was 
about  2.">  per  cent  of  the  total;  for  street  car 
equipment,  it  was  (10  per  cent,  and  for  electric 
raihvav  locomotives,  still  higher. 

The  falling  off  in  domestic  demand  for 
these  items  reflected  the  financial  handicaps 
of  central  stations  and  electric  and  trunk  line 
railways  in  the  United  States,  which,  because 
of  more  or  less  stationan,-  rates,  had  to  face  a 
rapidly  declining  net  income  and  in  the  tight 
money  market  found  it  difficult  to  finance  any 
considerable  purchase  of  new  equipment. 


of  very  considerable  magnitude.  Conse- 
quently, electrical  exports  constitute  a  power- 
ful factor  in  insuring  the  prosperity  of  the 
industry-  itself,  in  preventing  the  unemploy- 
ment of  labor  and  in  contributing  to  the  main- 
tenance of  wages.  There  are  many  allied 
lines  of  machiner>^  which  are  essential  ad- 
juncts in  the  use  of  electrical  products  and 
which  are  exported  as  a  result  of  that  associa- 
tion. The  prosperity  of  such  industries  is 
closely  bound  up  with  that  of  the  electrical 
industry.  Finally,  the  ramifications  of  the 
electrical  industry-  and  its  dependence  upon 
other  industries  are  such  that  its  condition  of 
prosperity  directly  affects  through  these 
contacts  the  welfare  of  a  host  of  men,  women 
and  children  in  this  country. 

As  to  the  important  part  played  by  the 
electrical  industry  in  the  foreign  field,  reliable 
figures  indicate  that  the  production  of  the 
electrical  manufacturing  industry  in  the 
United  States  during  1919  was  about  .§900,- 
000,000,  of  which  over  $90,000,000  or  10  per 
cent  was  exported.  This  was  an  increase  of 
50  per  cent  over  the  amount  exported  in  1918. 
As  great  a  percentage  of  electrical  products  is 
exported  as  in  any  other  manufacturing 
industn,-  in  this  country,  with  the  exception  of 
typewriters,  cash  registers,  harvesting  ma- 
chinery and  a  few  others. 

The  accompanying  table  shows  the  exports 
of  electrical  material  from  the  United  States 
in  1919  compared  with  1918. 

It  is  worth  while  to  note  the  destination  of 
these  electrical  exports. 

Over  40  per  cent  went  to  North  and  South 
America,  Canada,  Brazil,  Argentina  and  Cuba 
being  our  best  customers  in  the  order  named. 

Over  25  per  cent  went  to  the  Far  East, 
Jaoan,  China,  Australia  and  India  being  our 
principal  customers  in  that  part  of  the  world. 


ELECTRICAL  INDUSTRY  IX  THE  FOREIGN  TRADE  OF  UNITED  STATES    To.'! 


The  increased  export  demand  for  these 
items  of  equipment  meant  that  the  manu- 
facturers and  their  employees  were  relieved 
of  the  necessity  of  extensive  layoffs,  or  ex- 
pensive shiftin}^  of  labor. 

Any  factor  like  this,  which  helps  to  stabi- 
lize demand  and  consequently  production, 
does  a  great  deal  to  insvire  a  steady  income  to 
the  workmen  and  to  prevent  the  distress  and 
complication  attendant' upon  unemployment. 

The  export  of  electrical  manufactures  aids 
not  only  the  electrical  industry  of  the  United 
States,  but  also  the  manufacturers  of  allied 
machinery  and  materials,  the  sale  of  which 
j^'oes  hand  in  hand  with  the  sale  of  electrical 
machinery. 

Statistics  show  that  where  American-made 
electrical  m.achinery  has  successfully  entered 
foreign  markets  there  has  been  extensively 
sold  allied  machines,  such  as  boilers,  con- 
densers, pumps,  water  wheels,  hoists,  mining 
machinery,  sugar  mill  machinery,  rails  and 
accessories  and  a  host  of  like  material. 

The  exploitation  of  foreign  markets  by 
large  electrical  manufacturing  companies  has 
done  much  to  open  those  markets  for  the  prod- 
ucts of  other  American  manufacturers.  This 
intensive  cultivation  is  largely  responsible  for 
the  wide  prevalence  of  A.merican  engineering 
practice  in  m_any  foreign  countries.     And  this 


again  has  reacted  favorably  upon  the  exporta- 
tion of  a  wide  variety  of  products  of  American 
manufacturing  industries. 

At  a  recent  meeting  of  the  shareholders  of 
the  Siemens  &  Halske  Com-pany  of  Berlin, 
Kark  F.  Von  Siemens,  Chairm.an  of  the 
Company,  emjjhasized  the  fact  that  the 
manufacture  of  electrical  goods  belongs  to 
that  class  of  industry  which  can  do  nothing 
with  purely  raw  m.aterials  alone  but  also 
depends  on  the  articles  produced  by  other 
industries. 

Indeed,  it  may  be  said  that  more  than  any 
other  industry,  electrical  manufacturing 
draws  upon  the  jjroducts  of  the  soil  and  the 
out])ut  of  mines  and  in  no  less  a  degree,  the 
manufactured  articles  of  other  industries  in 
a  finished  and  semi-finished  state. 

The  accompanying  map,  while  showing  the 
location  of  plants  manufacturing  electrical 
m.achinery  and  supplies,  indicates  onlv  a  few 
of  the  materials  entering  into  these  m.anu- 
factures  and  then  only  the  raw  materials. 
It  does  not  indicate  the  location  of  other 
industries  which  contribute  innumerable  arti- 
cles required  in  the  manufacture  of  electrical 
machinery  and  supplies. 

In  addition  to  the  raw  materials,  the  source 
of  which  is  approximately  indicated  on  the 
map,  there  are  very  important  items  such  as 


UNITED   STATES  EXPORTS   OF   ELECTRICAL   MACHINERY  AND   APPLIANCES   (INCLUDING 

ELECTRIC  LOCOMOTIVES)* 
1919   and   1918   Compa"-ed 


Year  1913 


Year  1918 


Per  Cent 
Chanctes 


Batteries 

Carbons 

Dynamos  and  Generators . 

Fans 

Heating  and  Cooking  Apparatus 

Insulated  Wire  and  Cables 

Interior  Wiring  Supplies  (incl.  fixtures! 
Lamps 

Arc    

Incandescent 

Carbon  filament  

Metal  filament 

Locomotives  (Electric) 

Magnetos,  Spark  Plugs,  etc 

Meters  and  Measuring  Instruments 

Motors 

Rheostats  and  Controllers 

Switches  and  Accessories 

Telegraph  Apparatus  (incl.  Wireless) .  . 
Telephones .  -                                     . 
Transformers.  . 
All  Others 


$5,998 
1,.392 
.■5,800 
1,421 
1,580 
8,815 
2,319 

17 

203 

4,674 

836 

3,035 

2,891 

10,635 

515 

3,565 

831 

3,783 

3,788 

27,827 


Total  Electrical  Machinerv,  etc $89,925 


$3,178 
1,601 
3,363 
847 
686 
5,605 
1,429 

14 

103 
3,369 

183 
2,7,50 
1,888 
8,225 

289 
2,195 

379 

2,687 

3,529 

17,846 

$60,166 


+  88.6 

-  13. 

-I-  72.5 

-I-  67.8 
-1-130. 

-I-  57.4 

-I-  62.3 

-I-  21.5 

-I-  97. 

+  38.7 
-1-356. 

+  10.4 

-I-  53.1 

+  29.5 

-I-  78.3 

4-  62.4 
-f  119.2 

-I-  40.9 
-I-     7.3 

H-  56. 

-f-  49.5 


(*)     Expressed  in  thousarids  of  dollars. 


754     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


iL 


3E 


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==.=  2 


O   O   W  C 

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y   OX  — 

t'  u  u  u 


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c  «  E  t  c 
T  £  E     F 


'-  ^  a  m  m 

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*j  t*  V 

=       JCJSJS 


ELECTRICAL  INDUSTRY  IN  THE  FOREIGN  TRADE  OF  UNITED  STATES    755 


cotton  yarn,  cotton  cloth  and  cotton  tapes 
manufactured  in  the  eastern  and  southern 
]jart  of  the  United  States. 

From  the  east  also  there  come  copper  shapes 
and  brass  manufactured  in  endless  variety, 
also  such  articles  as  dry  goods,  textiles  and 
paper  products,  and  for  construction  pur- 
poses almost  every  kind  of  machinery  and 
for  production  purposes  machine  tools,  these 
coming  for  the  most  part  from  the  Middle 
States.  Other  articles  which  lead  in  the 
list  of  domestic  commodities,  and  which  are 
required  b\-  the  electrical  manufacturing 
industry,  in  addition  to  those  already  men- 
tioned, are  the  following: 

Vulcanized  fiber,  porcelain  materials,  steel 
wire,  metal  alloys,  petroleum  wax  from  the 
East;  aluminum,  hardware,  coal,  coke,  pig 
iron  from  the  Middle  West;  asbestos,  mer- 
cury, rutile,  turpentine,  rosin,  oils,  pitch  from 
the  South;  mica  and  slate  from  the  North, 
while  the  West  furnishes  many  of  the  articles 
already  mentioned  and  in  addition,  the  raw 
items  of  gilsonite,  lead  and  spelter. 

This  list  is  sufficiently  long  to  indicate  that 
the  electrical  industry  is  of  vital  importance 
to  every  section  of  the  United  States.  More- 
over, the  export  of  electrical  goods  contributes 
to  the  commercial  activities  of  the  important 
seaports  of  the  Atlantic  Coast,  and  of  the 
ports  of  New  Orleans,  San  Francisco  and 
Seattle.  The  prosperity  of  the  ports  on  the 
Pacific  and  on  the  Gulf  will  be  greatly  en- 
hanced if  our  electrical  business  with  Latin 
America  and  the  Far  East  continues  at  its 
present  rate  of  growth. 


With  the  certainty  of  the  depreciation  of 
European  currency  continuing  for  a  long  time 
to  come  and  thus  the  maintenance  of  a  barrier 
against  exports  to  Europe,  more  and  more 
does  it  behoove  the  American  manufacturers 
to  look  to  those  markets  which  are  not  af- 
fected by  unfavorable  exchanges.  With  the 
inevitable  falling  off  of  exports  to  Europe, 
new  business  must  be  secured  from  the 
markets  of  South  America  and  particularly 
from  those  of  the  Far  East.  New  competi- 
tion requires  new  business  methods  and  the 
demand  for  electrical  material  will  not  be 
maintained  at  its  present  high  rate  unless 
there  is  created  a  demand  for  new  kinds  and 
new  uses  of  electrical  goods. 

In  the  development  of  electrical  projects ,  also, 
American  interests  can  do  far  more  than  they 
have  done  in  the  past  by  aiding  in  the  financing 
of  such  developments  without  which  many  of 
them  will  not  be  undertaken  in  the  near  future. 

American  trade  has  been  given  a  tremen- 
dous impetus  during  the  years  of  the  war  and 
the  months  which  have  followed  the  cessation 
of  hostilities.  Whether  we  shall  retain  our 
dominant  position  and  not  revert  to  our 
restricted  and  provincial  pre-war  position 
will  be  determined  by  the  answer  to  this 
question:  Do  American  merchants,  manu- 
facturers and  capitalists  desire  to  play  the 
international  game' 

If  this  answer  be  in  the  afiirmative,  American 
enterprise  no  doubt  will  overcome  the  chief 
handicap  to  attaining  this  position  which  is 
found  in  our  relative  inexperience  in  the  sphere 
of  international  politics,  finance  and  commerce. 


756     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


Power  Control  and  Stability  of  Electric 
Generating  Stations 

PART   II 

By  Charles  P.  Steixmetz 

Chief  Consulting  Engineer,  General  Electric  Company 

The  effect  of  power  limitation  upon  the  stable  operation  of  large  generating  stations  is  of  so  great  im- 
portance that  at  the  recent  annual  convention  of  the  A.I.E.E.  at  White  Sulphur  Springs  a  session  was  set 
apart  for  its  discussion.  Also,  a  session  of  the  coming  Edison  Convention  at  New  London  will  be  devoted 
to  it.  Our  August  issue  contained  an  editorial  and  the  first  half  of  Dr.  Steinmetz"s  article  on  the  subject. 
The  remaining  half  appears  below. — Editor. 

DISCUSSION  OF  E.M.FS. 

The  foremost  difficulty,  and  uncertainty 
in  the  application  of  the  preceding  equations, 
is  found  in  the  selection  of  the  proper  values 
of  the  machine  e.m.f .  E.  E  is  not  the  terminal 
voltage:  by  slipping  past  each  other  without 
external  impedance,  the  terminal  voltage 
of  the  alternators  goes  down  to  zero.  Neither 
is  E  the  "nominal  induced  voltage,"  as  this 
has  no  actual  existence,  but  is  the  voltage 
which  would  be  induced  by  the  field  excitation 
if  the  saturation  curve  of  the  machine 
continued  as  a  straight  line.  It  appears  to 
me  that  E  must  be  considered  as  the  "true 
induced  voltage,  "  or  actual  induced  voltage, 
that  is.  the  voltage  induced  by  the  actual 
field  flux,  that  is,  the  field  flux  due  to  the 
resultant  field  excitation  and  armature  re- 
action. The  armature  reaction,  however, 
fluctuates  with  the  current  between  zero  and 
a  maximum,  while  the  actual  field  flux  often 
may  be  assumed  as  practically  constant, 
since  the  magnetic  field  cannot  follow  the 
relatively  rapid  fluctuations  of  armature 
reaction. 

The  magnetic  efTect  of  the  armature 
reaction  is  represented  electrically  in  the 
synchronous  reactance  .t'o.  The  synchronous 
reactance  thus  consists  of  a  true  self-inductive 
reactance  .Vi,  which  is  instantaneous,  and  an 
effective  reactance  of  armature  reaction  .Vj, 
which  requires  api^reciable  time  to  develop, 
and  does  not  correspond  to  anv  real  magnetic 
flux. 

.Vo  =  .Yi-|-.v: 

In  turbo-alternators,  a«  usually  is  very 
much  larger  than  .Vi. 

Electrically,  the  actual  induced  e.m.f.  thus 
should  be  the  nominal  induced  voltage  fo, 
which  corresponds  to  the  field  excitation,  less 
the  reactance  drop  of  the  average  current  in 
the  elTective  reactance  of  armature  reaction. 

If  /  equals  the  maximum  efTective  value 
of  the  fluctuating  current,  the  average  current 


is  -,  and  the  actual  induced  voltage  thus  is : 

It  is,  however,  in  two  alternators  connected 
together  out  of  synchronism,  through  an  ad- 
ditional reactance : 
2£  =  /(2.vi-F.v) 
where  .v  is  the  additional  reactance  through 
which    the    alternators    of    actual    induced 
voltage  E  and  true  self-inductive  reactance 
.Vi  are  connected  together,  while  running  out 
of  s>"nchronism  with  each  other. 
From  these  two  equations  follows: 
Maximtmi  (effective)  ^■alue  of  the  fluctuat- 
ing interchange  current : 

2x,+X2+x 
and,  actual  induced  voltage: 


/  = 


(47) 


2xi-|-.v 

2xi+Xi+x 


(4«) 


where    Ca   equals    nominal    induced    voltage 
effective  value. 

If  the  alternators  are  connected  through 
an  impedance  ;.  z  takes  the  place  of  .v,  com- 
bining vectorily  with  Xi  and  .vj. 

In  this  calculation,  the  armature  reaction 
has  been  assumed  as  demagnetizing,  and  the 
impedance  voltage  therefore  subtracted  from 
the  nominal  induced  voltage.  This  appears 
correct,  as  the  interchange  current  between 
the  alternators  out  of  synchronism  with 
each  other  is  essentially  a  lagging  current, 
throughout,  as  illustrated  in  Fig.  \'.i. 

If  the  two  alternators  are  in  synchroni^an, 
but  out  of  phase  with  each  other  by  a  maxi- 
mtim  phase  displacement  angle  2  Uo,  it  is : 

2  £  51  w  Wo  =  /  (,2  .» 1  -I-  v ) 
and  again  assuming  the  armature  reaction  as 
demagnetizing: 


E  =  €o- 


Ix, 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      757 


thus  the  maxmium   (effective)   value  of  the 
fluctuating  exchange  current ; 

J  =        -  g"  ^'"  "» (49) 

2  X1+X+X2  sin  Wo 

and,  actual  induced  voltage; 

_  2xx-\-x  ,.,.. 

E  =  eo::, 1 j : (oO) 

2  X]+x+XiStn  coo 

where    eo    is    the    nominal    induced    voltage, 
effective  value. 

However,  in  this  case  of  alternators  in 
synchronism  but  oscillating  against  each 
other,  at  least  for  small  and  moderate  values 
of  Wo  the  interchange  current  I  is  essentially 
an  energy  current  with  regard  to  the  machine 
voltage,  and  the  reactive  component  of  this 
current  alternately  changes  between  lag  and 
lead,  that  is,  between  demagnetizing  and 
magnetizing.  Therefore,  the  correctness  is 
doubtful  of  subtracting  the  impedance  voltage 
from  the  nominal  induced  voltage  to  get  the 
induced  voltage,  but  it  would  be : 

and  as  i  varies  between  zero  and  /,  the  average 
E  would  be  the  mean  between 


Co  and  V  eo'^  —  Pxi^,  thus: 
combining  with  the  equation ; 
2  E  sin  Wii  =  /  (2  Xi+x) 


gives : 


2  eo(2  Xi-]-x)sin  Wu 


E  =  eo- 


(2  Xi+xy-\-Xi^  sin^  Wo 
(2.v-,+a-)= 


(51) 

\2x-,+xY^x.,}stn-0i„  ^'^"-* 

It  is  probable  that  the  true  value  of  E  lies 
between  those  given  by  equations  (50)  and 
(52),- but  nearer  to  that  of  (52). 

Substituting  these  values  of  equations  (48), 
(50),  and  (52)  into  the  equations  of  sections 
A,  B,  and  C,  and  substituting 

c  =  2.vi+-v 
in  these  equations,  as  the  impedance  of  the 
circuit  between  the  two  alternators,  gives  the 
equations   referred   to   the   nominal   induced 
voltage,  fo,  that  is,  the  field  excitation. 

The  nominal  induced  e.m.f.  et,  is  derived 
by  combining  the  terminal  voltage  e  with  iz, 
where  z  is  the  total  impedance  inside  of  the 
terminals,  true  reactance  as  well  as  effective 
reactance  of  armature  reaction.  For  non- 
inductive  load — and  synchronous  machine 
load  may  be  assumed  as  approximately 
non-inductive — this  gives : 

C0=V'e2-|-(jA-j2 


where  ^  is  the  percentage  reactance,  and  the 
resistance  is  neglected  as  small  compared 
with  the  reactance. 

However,  this  expression  neglects  the 
change  of  reactance  with  increase  of  magnetic 
saturation,  increase  of  magnetic  leakage  be- 
tween field  poles,  etc.,  and,  therefore,  espe- 
cially in  turbo-alternators  with  their  enormous 
magnetic  fields,  high  saturation  and  high  field 
leakage,  this  expression  is  not  very  accurate, 
and  reasonably  reliable  only  in  the  mean  range 
of  current  and  voltage. 

In  sections  C  and  D,  the  case  of  two 
alternators  or  groups  of  alternators  out  of 
synchronism  with  each  other,  the  equations 
of  synchronizing  power,  energy,  and  critical 
slip :  P,  Po,  W,  5o  contain  the  term : 

2  X\-\-x 


(2x,+x  +  x-^- 

thus  are  a  maximimi,  if  this  term  is  a  maxi- 
mum.   This  is  the  case  if : 


or: 


A-2  =  2  X\+X 


x  =  Xi.  —  1  X\ 


(54) 


that  is: 

The  synchronizing  power  between  alter- 
nators out  of  synchronism  with  each  other  is 
a  maximtmi,  and  the  frequency  difference 
from  which  they  pull  each  other  into  syn- 
chronism is  greatest,  if  the  alternators  or 
groups  of  alternators  are  connected  together 
through  a  reactance  which  is  equal  to  the 
effective  reactance  of  armature  reaction,  less 
twice  the  self-inductive  reactance  of  the 
circuit  between  the  alternators  or  groups  of 
alternators.  With  two  alternators  or  groups 
of  alternators  connected  together  without 
any  external  reactance,  this  means  if  the 
self-inductive  reactance  of  the  alternators  or 
groups  of  alternators  is  one-third  the  syn- 
chronous reactance.  With  turbo-alternators, 
the  self-inductive  reactance  usually  is  much 
less,  and  with  such  machines  the  synchroniz- 
ing power  is  increased  by  the  insertion  of 
external  reactance. 

Substituting  above  relation  into  the  equa- 
tions of  sections  C  and  D,  gives  as  the 
expression  for  the  case  of  maximum  syn- 
chronizing power: 

Actual  machine  e.m.f. : 


=  e\'\^-^- 


(53) 


E-- 

eo 
'2 

Resultant 

e.m 

.f.: 

£»  = 

=  eo 

sin 

-^  « 

758    September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  9 


Resultant  current: 
J _eo  sin  s  <f> 
%■<. 
Power  fluctuation  ofilow  frequenc}-: 
p  _  gp-  sin  2  <j>  sir^OL 
4  x-i 
Energy  transfer  of  low  frequency: 


W  =  - 


-sin  a 


8  T  sjxi 
Continuous  power  transfer: 
ce^  sin  a  cos  (a+ff) 


P  — 

Critical  slip: 


Sx. 


^o  =  - 


eo 


iV-Zirfx.M 
FEEDER  REACTORS 

A:  General 

Economy  in  cost  and  space  makes  it 
desirable  to  use  the  smallest  feeder  reactor 
which  is  reasonably  safe,  the  more  so  as  the 
number  of  feeder  reactors  required  to  jjrotect 
even,-  feeder  going  out  from  the  generating 
station  is  usually  much  larger  than  that  of 
the  generator  and  busbar  reactors. 

Any  reactance  inserted  into  the  system 
increases  the  reactive  lagging  volt-amperes 
and  therefore,  if  the  load  on  the  system  is 
lagging,  lowers  the  power-factor,  the  more, 
the  greater  the  reactance  of  the  feeder  reactor. 
In  2.5-cycle  systems,  this  is  of  no  moment,  as 
the  load  usually  is  almost  exclusively  syn- 
chronous machines,  equally  operative  with 
leading  as  with  lagging  current,  so  that 
even  with  large  values  of  feeder  reactors  the 
system  operates  at  unity  power-factor.  In 
()0-cycle  systems,  however,  a  considerable 
part  of  the  system  usually  comprises  induction 
machines  and  other  apparatus  which  pro- 
duce lagging  current;  the  power-factor  thus  is 
below  unity,  lagging,  and  much  additional 
reactance  is  therefore  undesirable.  An  at 
least  approximate  investigation  of  the 
relations  between  the  size  of  the  feeder 
reactance  and  the  disturbance  in  the  generat- 
ing station  caused  by  a  short  circuit  at  the 
generating  end  of  the  feeder  is  thus  desirable. 

The  function  of  a  feeder  reactor  is  three- 
fold: 

(1)  It  reduces  the  short-circuit  current  on 
the  generating  station  in  case  of  a  breakdown 
of  the  feeder  near  the  generating  station,  and 
thereby  reduces  the  shock  on  the  system. 

(2)  It  permits  setting  the  feeder  circuit 
breakers  for  a  much  shorter  time  of  ojjcning, 


due  to  the  lesser  short-circuit  current  which 
they  have  to  open,  and  thereby  reduces  the 
time  during  which  the  system  is  exposed  to 
the  short-circuit  stresses. 

(3)  It  keeps  at  least  partial  voltage  on  the 
busbars  of  the  generating  station  during  the 
feeder  short  circuit,  and  thereby  reduces  the 
liability  of  the  generators,  stations,  and 
substations  falling  out  of  s\-nchronism  with 
each  other. 

Without  a  power-limiting  reactor  in  the 
feeder,  a  short  circuit  in  the  feeder  near  the 
generating  station — which  is  much  more 
liable  to  occur  than  a  short  circuit  on  the 
busbars — is  practically  a  short  circuit  at  the 
busbars.  The  short-circuit  current  thus  is  the 
maximum  which  the  generators  can  give,  and 
its  momentan,-  or  initial  value  (about  eight 
times  the  final  value,  with  the  usual  amount 
of  generator  reactors)  is  so  great  as  to  make  it 
necessary  to  set  the  circuit  breakers  for  a 
considerable  time  limit  so  as  to  allow  the 
momentarv-  excess  current  to  die  out.  During 
the  short  circuit,  the  busbar  voltage  is  zero  or 
])ractically  so,  thus  there  is  no  s]iTichronizing 
l)ower  between  the  generators  of  the  affected 
station  section,  between  this  station  section 
and  the  other  station  sections,  and  between 
the  synchronous  converters  of  the  substations 
fed  by  the  aflfected  generating  station  sections 
and  as  due  to  the  time  limit  of  the  circuit 
breakers  the  short  circuit  lasts  an  apjjrcciable 
time,  it  is  probable  that  during  the  short 
circuit  the  synchronous  machines  in  the 
substations,  and  the  generators  have  drifted 
out  of  step  with  each  other  so  much  that  at 
the  opening  of  the  short  circuit  they  do  not 
catch  into  synchronism  any  more,  and  a 
shut  down  of  a  considerable  part  of  the 
system  results. 

At  the  moment  when  a  short  circuit  begins, 
the  alternator  field  and  thus  the  machine 
voltage  still  has  full  value,  and  the  inductive 
short-circuit  current  thus  is  limited  by  the 
true  self-inductive  reactance  otily — the 
external  and  internal  reactance  of  the  gener- 
ators, and  the  reactance  of  the  feeder  reactor, 
where  such  is  used.  At  the  moment  when  the 
short  circuit  begins,  the  busbar  voltage  drops 
from  its  normal  jjrevious  value,  to  zero  if  no 
feeder  reactor  is  used,  or  to  the  reactance 
voltage  of  the  feeder  factor  under  the 
nKmientary  short-circuit  current,  which  may 
he  a  considerable  jiart  of  the  nonnal  busbar 
voltage.  If  then  the  short  circuit  could  be 
opened  instantly  before  the  altemator  field 
can  build  down  under  the  demagnetizing 
action  of  the  inductive  short-circuit  current, 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      7.59 


the  busbar  voltage  would  recover  instantly, 
to  its  previous  value.  If,  however,  the  short 
circuit  lasts  any  appreciable  time,  the  alter- 
nator fields  gradually — and  rather  rapidly — 
build  down;  the  machine  e.m.f.  and  the 
short-circuit  current  decrease  (and  the  busbar 
voltage,  with  feeder  reactor;  without  feeder 
reactor  the  busbar  voltage  is  zero,  as  stated) . 
If  now  the  short  circuit  is  opened,  the  busbar 
voltage  does  not  instantly  recover,  but  jiunps 
up  only  to  the  value  corresponding  to  the 
then  prevailing  field  flux,  and  then  only 
gradually — and  rather  slowly — -recovers  by 
the  field  flux  again  building  up  under  the 
effect  of  the  exciter  voltage. 

In  turbo-alternators,  the  rate  at  which  the 
machine  fields  build  down  under  dead  short 
circuit,  and  at  which  the  busbar  voltage  de- 
creases which  appears  at  the  moment  of  open- 
ing the  short  circuit,  is  very  high,  that  is,  the 
field  is  demagnetized  in  about  half  a  second, 
so  that  with  the  delayed  opening  of  the  cir- 
cuit breakers  the  field  has  practically  been 
demagnetized  before  the  short  circuit  is 
opened;  but  the  rate  at  which  the  voltage 
of  the  machine  recovers  after  the  opening  of 
the  short  circuit  is  rather  slow,  from  three  to 
five  seconds  or  more  (depending  on  the 
existing  field  exciting  current  and  thus  on  the 
load  previously  on  the  machine). 

With  a  power-limiting  feeder  reactor, 
however,  of  a  reactance  which  though  small 
with  regard  to  the  rating  of  the  feeder  is 
considerable  compared  with  the  reactance  of 
the  generating  station  (internal  and  external 
generator  reactances),  the  rate  of  demagneti- 
zation of  the  field  flux  is  greatly  slowed  down, 
due  to  the  lesser  demagnetizing  action  of  the 
smaller  short-circuit  current,  that  is,  the  time 
required  for  the  demagnetization  of  the 
machine  field  is  of  the  magnitude  of  one  and 
one  half  seconds.  It  is  the  larger,  the  higher 
the  feeder  reactance  and  greater  the  num- 
ber of  generators  connected  to  the  busbars, 
smaller  with  lower  feeder  reactance  and  fewer 
generators  on  the  busbars.  If  then  the  circuit 
breakers  can  be  adjusted  to  open  quicker, 
which  appears  feasible  at  the  lesser  short- 
circuit  current,  most  of  the  field  flux  will 
still  be  there  at  the  opening  of  the  short 
circuit,  and  the  voltage  thus  would,  at  the 
opening  of  the  short  circuit,  jump  back  to 
nearer  full  value.  Considering  that  even 
during  the  short  circuit  of  the  feeder  cable, 
considerable  voltage  remains  on  the  busbars, 
and  that  the  duration  of  the  short-circuit 
period  is  greatly  reduced  by  the  permissible 
quicker  opening   of  the   circuit   breakers,   it 


appears  feasible,  with  a  moderate  value  of 
feeder  reactor,  to  limit  the  voltage  drop  and 
its  duration  in  the  affected  station  so  that  all 
or  at  least  most  of  the  synchronous  apparatus 
on  this  station  section  will  remain  in  step. 

B:   Armature  and  Field  Transients  of  Synchronous 
Machines 

(1)    If 

p    =  number  of  poles 

Mo  =  number  of  field  turns  per  pole 

Zoo  =  exciting  current  at  no  load 
and 

$0  =  magnetic  flux  per  pole 
then    pni)i>o  is   the   total    number   of    inter- 
linkages,  and  ^-— r — -  the  flux  interlinkages  per 

Joo 
unit  current,  that  is,  the  inductance  of  the 
field  circuit.     That  is,  in  standard  units; 


Lo 


p  tlo^o 
too 


10-'  /; 


(55) 


is  the  inductance  of  the  field. 
If 

eo  is  the  voltage  of  the  exciting  current 
and 

io  the  (permanent)  field  current, 
the  resistance  of  the  field  circuit  is: 


eo 

ro  =  - 

lo 


(56) 


This  is  the  total  resistance,  field  winding  as 
well  as  external  rheostat,  etc.,  as  both  have 
the  same  action  in  the  field  transient.  The 
duration  of  the  field  transient  then  is: 

^00  =  ^  (57) 


ra 


that  is: 


ao  =  —  =  attenuation  constant,  and      (58) 

'00 

n  =  /oe-*>' 

E  =  Eoe-'^'  (59) 

is  the  field  discharge,  or  the  transient  by 
which  the  field  current  and  thus  the  field 
magnetism  and  the  induced  voltage  decrease 
on  withdrawal  of  the  exciting  e.m.f.,  and 

i2  =  «o(l-e-*'0 

E  =  Eoil-e-'^')  (60) 

is  the  charging  transient  of  the  field  or  the 
starting  current  of  the  field,  that  is,  the 
transient  by  which  field  current  and  field 
magnetism  and  thus  the  induced  voltage  rises 
on  the  application  of  the  exciting  voltage  or 
recover  after  the  demagnetizing  action  of  an 
excessive  lagging  current,  such  as  a  short 
circuit. 


76U     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


(2)  On  inductive  load,  the  armature  cur- 
rent of  an  alternator  demagnetizes,  and  to 
give  the  same  field  flux  the  field  exciting 
current  thus  has  to  be  increased  to  counteract 
the  demagnetizing  armature  reaction. 
In  a  three-phase  alternator; 
If 

n  =  nvmiber  of  annature  series  turns  per 
pole  per  phase 
and 

/  =  amiature    current    per   phase    (effec- 
tive), the  armature  reaction  per  pole  is: 

F=  1.5\  '"2  III  ampere-turns, 
and 

iitsi=  \..}\/"2  nl 
thus  gives  the  field  current 


1     -        /—     "      T 

?  =  l.av  2  —  i 

iln 


where : 


c=  l.ov'  2 


Ho 


(«1) 


(G2) 


is  the  reduction  factor  from  armature  to  field. 

Thus 

If  Jo  =  field  exciting  current, 
and  an  additional  inductive  load  of  /  amperes 
is  put  on  the  alternator,  to  keep  the  same 
magnetic  flux  and  thus  the  same  voltage,  the 
field  exciting  current  has  to  be  increased  from 
ia  to  io+cl. 

[This  does  not  consider  the  change  of  the 
magnetic  flux  distribution  resulting  from  the 
inductive  armature  current  /,  such  as  the 
increase  of  leakage  flux,  corres])onding  in- 
crease of  saturation,  etc.,  which  requires  a 
somewhat  greater  increase  of  field  excitation. 
That  is,  c  is  somewhat  greater  than  gi\cn  !)>• 
equation  (G2).] 

(3)  Let  £o  be  the  voltage  produced  by  the 
no-load  field  excitation  im-  An  inductive  load 
of  current  /  requires  an  increase  of  the  field 
excitation  cl.  This  additional  field  current 
cl  would  produce  (assuming  a  straight-line 
saturation  curve,  that  is  below  saturation)  a 
voltage ; 

Ei  =  ■:—  £o 

loo 

thus    gives   an    apparent    internal    reactance 
(if  the  machine; 
E., 


or; 


/ 

cEa 
loo 


This  is  the  effective  or  equivalent  reactance 
of  armature  reaction.  It  is  not  a  true  react- 
ance, and  differs  from  the  true  self-inducti\-e 
reactance,  that  the  latter  is  instantaneous, 
while  the  effective  reactance  of  armature 
reaction  x^  requires  some  time  to  develop. 

Or,  if  7o  equal  full  load  or  rated  armature 
current,  the  effective  reactance  of  armature 
reaction,  given  as  fraction  (or  in  per  cent),  is 

j=^lL»  =  £^  (64) 

£■0         loo 

that  is,  the  ratio  of  the  field  equivalent  of  the 
armature  current,  do,  to  the  no-load  field 
current  I'oo,  is  the  effective  reactance  of  arma- 
ture reaction,  as  fraction. 

Substituting  (G2)  into  (03)  gives: 

.V-.  =  1..)\   2w- 


=  1.5v 


woioo 

^    £o 

o  i; 

-      fo 


(65) 


(03) 


where  Fo  is  the  no-load  field  ampere-turns  per 
pole,  which  give  the  voltage  £o- 

(4)  Let  Eo  equal  the  voltage  and  I'o  equal 
the  field  exciting  current  of  an  alternator. 
Let  then  an  inductive  load  of  current  /o  be 
suddenly  thrown  on  the  alternator,  for 
instance  by  a  short  circuit  beyond  a  feeder 
reactance,  or  on  the  busbars.  If  then  the 
reactance  (true  self-inductive  reactance)  of 
the  circuit  of  this  inductive  load  is  .Vi,  the 
current  is: 

/o  =  -  (66) 

-Vl 

This  current  U  however  demagnetizes  with 
the  field  equivalent  c7o.  and  the  magnetic 
field  flux  of  the  machine,  and  thus  the 
voltage  must  therefore  decrease.  The  field 
flux  however  cannot  change  instantly,  as  in 
changing  it  induces  a  voltage  and  therefore 
produces  a  current  in  the  field  circuit,  which 
oiiqioses  the  change.  That  is,  the  field  flux 
begins  to  decrease  at  such  a  rate  as  to  induce 
in  the  first  moment  a  voltage  in  the  field 
winding,  increasing  the  field  current  by  do. 
the  field  equivalent  of  the  armature  current. 

That  is.  in  the  moment  when  the  inductive 
load  current  Fa  is  thrown  on  the  alternator 
armature,  the  alternator  field  current  iimij)s 
from  /o  to  iu+cln- 

As,  however,  the  exciting  voltage  fo  can 
maintain  only  the  current  lo  in  the  field 
circuit,  the  momentar>-  excess  field  current 
io  +  cia  gradually  decreases,  down  to  the 
permanent  value  I'o,  and  with  it  decreases  the 
field  flux  and  the  voltage  of  the  machine. 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      761 


from  the  initial  values  $o  respectively  £u,  to 
the  final  values; 


to: 


to  +  CI  0 


and 


Er- 


to 


r-  Ea  =  bEo 


(67) 


(68) 


to  +  do 

and  with  it  decreases   the  current,  from  the 
initial  value  /o,  to 


to 


io+cio 


(69) 


where ; 


(70) 


b  =  -^-  - 
io  +  cio 

At  the  first  moment  the  field  flux  is  still  4>o, 
the  field  exciting  current  however  is  io+ch- 

Field  flux  4>o  and  no-load  field  exciting 
current  j'oo  give  the  field  inductance  Lo.  Field 
$0  and  field  exciting  current  ^'o+c/o  thus  give 
an  apparent  or  equivalent  or  eflfective  field 
inductance: 


L-- 


«00 


to  -\-  do 


Eo  —  boLo 


where : 


6o  =  -r 


too 


(71) 


(72) 


io+do 

That  is,  when  throwing  an  inductive  load  on 
an  alternator,  field  flux  and  voltage  decrease  by 
the  demagnetizing  arm.ature  reaction,  and  dur- 
ing the  field  transient,  the  mutual  inductance 
of  the  armature  current  on  the  field  reduces 
the  field  self-inductance  from  the  true  self 
inductance  Lo  to  an  apparent  or  eflfective 
inductance  L  =  boLo- 

As  the  resistance  of  the  field  circuit  rem.ains 
the  same,  the  duration  of  the  transient 
resulting  from  a  sudden  inductive  load,  such 
as  a  short  circuit,  thus  is  given  by: 

L 

to  =  - 
ro 

,    Lo 

=  0o  — 

ro 

=  bo  too  (73) 

and  the  attenuation  constant  is: 

and  the  equations  of  the  transient  thus  are: 
The  armature  current,  changing  from: 

J        En 
io  =  — 


/,  =  w„ 


or: 


7=/i-f(/a-/i)e-" 


/  =  /„     b  +  (\-b)t- 


(75) 

(76) 

and  the  voltage  then  is : 

E  =  xJ  {11) 

and,  if  of  the  reactance  Xi,  the  part  .v  is 
external,  Xi  —  x  internal  in  the  machine  or 
station,  the  terminal  \-oltage  is: 

E'>  =  xl  (7S) 

(5)  Equations  and  Denotations 

ro  =  resistance  of  exciting  circuit 


Co     , 

=  —  ohms 
to 


(56) 


eo  =  exciter  voltage 
/oo  =  field  current  at  no  load 
f'o  =  field  current  at  full  load 
Ln  =  true    inductance    of     field    exciting 
circuit 

_  ptto  *o 


ioo 


10-8  /j 


ioo) 


(57) 


(58) 


p  =  number  of  poles 

«(,  =  number  of  field  turns  per  po'e 

<i>o  =  m.agnetic  flux  per  field  pole,  produced 
by  exciting  current  ion 

/oo  =  duration  of  field  transient 

To 

Oo  =  attenuation   constant   of    field   tran- 
sient 
_J_ 

E  =  E„i~'"'' 

=  field  discharge  transient  (59) 

£  =  £;„(l-e-"°0 

=  starting  transient  of  field  (60) 

xi  =  total     self -inductive     reactance     of 

alternator  circuit 
X  =  external  part  of  this  reactance 
£o  =  machine  voltage  before  closing    the 

circuit  on  reactance  Xi 
/o  =  initial    (or    momentary    maximum) 
value  of  the  current  in  reactance 
X   (effective  valuej 

Xi 


(66) 


762     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


/]  =  final  (or  permanent)  value  of  current 
=  W„  (69) 


b  =  ^ 


io+cio 
c  =  1.5v/2 


(70) 


no 


=  reduction  factor   from   armature  to 
field  circuit 
M  =  number  of  series  armature  turns  per 
pole  per  phase 

I  =  h[b  +  {l-b)]e-<"  =  Ii  +  {Io-I,)t-'" 

(75)  (76) 

=  armature  transient, 
a  =  equivalent   attenuation   constant   of 
transient 

_l 

"to 
to  =  botm  (73) 

200 


(74) 


bo  =  -.   ,    J 
to+cl 

£  =  total  voltage 

£"  =  terminal  voltage 
=  xl 


(72) 

(77) 

(78) 

(6)  From  these  equations,  and  the  numeri- 
cal constants  of  the  alternators,  it  is  possible 
now  to  calculate  the  action  of  a  short 
circuit  or  similar  disturbance  on  the  system, 
and  the  effect  thereon  of  the  reactance  of  the 
feeder  reactor,  by  calculating,  and  plotting 
with  the  time  as  abscissae,  the  transients  of 
induced  voltage,  current,  and  terminal  \-olt- 
age  resulting  from  the  application  of  a  short 
circuit.  This  gives  for  the  moment  of  the 
opening  of  the  circuit  breaker  the  values  of 
current,  terminal  voltage,  and  induced  volt- 
age, and  from  the  latter  the  value  of  the 
terminal  voltage  immediately  after  the 
moment  of  the  opening  of  the  circuit  breaker. 
Calculating  then,  and  plotting,  with  the 
latter  as,  initial  values,  the  field  transient 
gives  the  voltage  recovery  curve  of  the 
system.  From  the  drop  of  voltage,  and  its 
duration,  then  can  be  estimated  whether  any 
synchronous  apparatus  such  as  converters, 
operated  from  the  affected  generating  station, 
are  liable  to  be  thrown  out  of  synchronism, 
and  whether  by  the  voltage  drop  the  syn- 
chronizing power  of  the  station  against  other 
stations  tied  to  it  by  busbar  reactors  is 
sufficiently  lowered  to  fail  to  kee])  in  step, 

♦  A  reactance  of  n  per  cent  means  «  per  cent  of  the  value  of 
rated  voltage 
rated  current' 


and  whether  in  this  case  the  duration  of  the 
voltage  drop  is  sufficient  for  the  machines  or 
stations  to  drift  far  enough  apart  so  that  at 
the  voltage  recovery  they  are  not  able  any 
more  to  pull  each  other  into  step. 

C:   Numerical  Calculations 

The  constants  of  some  typical  steam 
turbine  alternators  of  large  size,  three-phase 
machines  of  25  and  60  cvcles,  are  given  in 
Table  I. 

Considering  now  as  a  numerical  instance 
the  efl:ect  of  a  feeder  short  circuit  close  to  the 
busbars,  on  a  25-cycle  9U00-volt  generating 
station  of  60,000  kw.  steam  turbine  alternator 
capacity,  without  and  with  feeder  reactors, 
assuming    that    the   short   circuit   is   opened 
after  one  second.   Assuming  as  a  fair  average : 
An  equivalent  effective  reactance  of  arma- 
ture reaction  of  85  per  cent. 
A  true  self-inductive  internal  reactance  of 

the  alternators  of  6.S  per  cent,  and 
An   external   reactance,   as   power-limiting 

generator  reactor,  of  G  per  cent.* 
Let  the  duration  of  the  field  transient  (full- 
load  condition)  be 

<oo  =  4.51  sec. 
the  field  attenuation  constant  thus 
ao  =  0.222 
The  field  transient  then  is  given  by : 

e  =  ei+{eo-ei)t-''^  (79) 

where : 

ec  =  voltage  of  the  machine  at  the  moment 
/  =  0,  for  instance,  initial  voltage  in  the 
moment  when  a  short  circuit  has  been  opened. 
t'i=  machine  voltage  corresponding  to  the 
exciter  voltage  impressed  upon  the  machine. 
that  is,  final  voltage  of  the  machine. 
Consider  the  three  cases : 

(a)  No  feeder  reactor,  thus  dead  short 
circuit  on  the  busbars. 

(b)  A  feeder  reactor  of  0.5  ohms  per  phase, 
or  2.9  times  the  true  reactance  of  the  generat- 
ing station,  or  .S7  per  cent. 

(c)  A  feeder  reactor  of  0.7  ohms  per  phase, 
or  4.05  times  the  true  reactance  of  the 
generating  station,  or  52  per  cent. 

(a)  With  12..S  per  cent  self-inductive  react- 
ance, the  momentary  or  initial  short-circuit 
current,  as  fraction  of  the  rated  current  of  the 
station,  is  given  by: 

'°  =  (U28  =  "-^ 
From  the  machine  constants,  it  follows: 
b  =0.172 
^0  =  0.1 29 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      763 


TABLE  I 
CONSTANTS  OF  THREE-PHASE  STEAM  TURBINE  ALTERNATORS 


25  Cycles 


Rating,  kw i    12.000 


Speed,  r.p.m. 

NIech.  momentum,  mega 
joules  3  M 

No.  of  poles,  p 

Volts,  terminal 

Amperes,  full  load 

Synchronous  reactance,  Xo, 
per  cent i 

Internal  true  reactance,  .rn, 
per  cent 

Eff.  react,  of  armat.  reac- 
tion. .v«.  per  cent 

External  reactance,  Xi;  per 
cent 

Regulation,  non-ind.  load, 
per  cent 

Field 

No.  of  turns  per  pole  no.  •  ■ 

Amp.,  no  load,  ioo 

Amp.,  full  non-ind.  load,  io 

Exciter  voltage,  fo 

Flux  per  pole,  ml,  *» 

Armature   .  I 

No.    series   turns   per   pole 

per  phase,  n 

n 

c  =  1.5v  2— 

no 

i„  =  ^'L«^10-s(henrys),,. 
Joo 

No  Load 

ro  =  -.— =  (ohms) 

loo 

/o(,  =  —  =  (seconds) 

ro 
1 


Full  Load 

ro  =  ^  =  (ohms)  .  . . 
Jo 

l^  =  —  =  (seconds) . 
fo 
1 

««=r 

'ou 


Short  Circuit  after  Full  Load 
Initial  current,  I„  =  —    .  .. 

io+ch 

Final  current,  /i 

.  'oo 

6o  =  , 


--bh. 


id+ch 

L  =  feoio  =  (henrys) . 

/„  =  —  =  (seconds) .  . 

Cn 

a=l  . 

/o 


50 

150 

4 

9000 

770 

89 1 

5.41 

8.3.6; 

21 

95 
250 
.333 
125 
HI 

12' 
0.268 

1.69 


0.5 

3.38 

0.296' 

0.375 

4.51 

0.222 

6700 


14,000 
750 

200 

4 

9000 

900 

85 

4.6 

80.4 


22 

96 
307 
388 
125 
135 


10 

0.221 

1.69 


0.408 

4.14 

0.241 

0.322 

5.25 

0.191 

8450 


0.156 

0.172 

1050 

1450 

0.117 

0.137 

0.198 

0.232 

0.527 

0.72 

1.90;     1.401 


20,000 
750 

233 

4 
9000 
1280 

129 

6.8 

122.2 

4.13 

29 

78 

328 

522 

125 

137.5 

10 
0.271 

1.30 


0.385 

3.38 

0.296 

0.24 

5.42 

0.185 

11,700 

0.141 
1650 
0.089 
0.116 
0.482 

2.08 


30,000 
1500 

262 

2 

9000 

1925 

108 

9.0 

99 

6.25 

24 

198 
226 
335 
250 
276 

12 
0.129 

4.84 


1.11 

4.3o 

0.229 

0.7471 

6.48 

0.154 

12,700 

0.170 
2160 
0.114 
0.551 
0.737 

1.35 


35,000 
1500 

204 

2 

9000 

2250 


60  Cycles 


28  I 

i 

243! 

185: 

320 
250; 
252 


12 
0.105 

6.62 


1.35 

4.91 

0.204 

0.781 

8.47 

0.118 


147 

120 

11.4 

12 

135.6 

108 

0.167 
2530 
0.0965 
0.638 
0.8161 

! 

1.23 1 


12,500  14,000 

1800  720 

97'  220 

4i  10 

12,000'  12,000 

*750  1900 


74 

9 

65 

12 

39 
385 
463 
125 

68 


0.217 
0.662 

0.325 
2.04 
0.49 

0.2 

2.45 

0.408 


31 

150 
122 
190 
125 
71.5 


10 
0.141 

3.53 


1.02 
3.45 
0.29 

0.66 
5.35 
0.18 


15,200   6200 


0.180 
1120 
0.115 
0.405 
0.615 

1.63 


20.000 
720 

258, 

lOl 

12,000! 

*1200 

125 

9 

116 


16 

36 
348 
517 
125 

68 


4 
0.?36 

:;.7>3 

0.36 
1.96 
0.51 

0.242 

2.91 

0.344 


20,000 
1200 


30,000 
1800 


310  190 

6  4 

12,000,  12,000 

*1200  tl600 


10,000  13,.300 


0.176 
1760 
0.146' 
0.097 
0.358 

2.77 


0.142 
1880 
0.095 
0.067 
0.276 

3.63 


73 
13 
60 

15 

84 
286 
367 
230 


130 

15 

115 

25 

95 
235 
368 
230 


95.5   117.5 


5,      6 
0.1261   0.134 


1.80 


1.90 


0.8061   0.98 


2.23 
0.448 


1.94 
0.515 


0.628  0.625 

2.92j  3.05 

0.342  0.328 

1 

9200  10,600 

0.240j  0.206 

2200  2180 

0.187  0.137 

0.337  0.260 

0.547  0.418 


1.83 


2.39 


*  At  80  per  cent  power-factor. 


t  At  75  per  cent  power-factor. 


♦  At  90  per  cent  power-factor. 


764     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


Thus,  final  short-circuit  current,  as  fraction 
of  rated  current: 
{i  =  bto=  1.34 
and,  duration  of  the  short-circuit  transient : 
^0  =  ^0^00  =  0.582  sec. 
Thus,  attenuation  constant; 
1 


to 


-=\.~, 


Plotted  as  cur\-e  "  ei"  in  Fig.  15. 

The  terminal  voltage  is  zero  during  the 
short  circuit ;  at  one  second,  with  the  opening 
of  the  short  circuit,  the  terminal  voltage 
jimips  back  to  the  same  fraction  of  the 
terminal  voltage  before  the  short  circuit,  to 
which  the  induced  voltage  has  dropped,  that 
is,  to  the  point  £>i  of  curve  "^i, "  32.2  per 
cent  of  the  previous  terminal  voltage.* 


J/77/7 

~ 

« 

n 

-^ 

3.0 

\ 

I 

28 

\ 

V 

V 

Z6 

V 

\ 

2.4 

v 

Z.2 

\ 

1 

Volt 
1.0 

1 

s_ 

2.0 

A 

\^ 

'; 

I 

s 

^ 

> 

/.8 

0.9 

\ 

^j 

^ 

"S 

V 

f\ 

1     '     ' 

>0- 

/"2- 

1 

1 

k 

S 

^ 

kJ^' 

v^ 

0_^ 

_4_ 

— j 

0/^ 

^A 

^ 

^r- 

-s,  ^ 

h 

«^ 

1 — ' — 

— 

1 

—\— 

' 

1.6 

J4 

07 

^ 

-^ 

'^' 

^s 

^^ 

k 

■* 

—    1    - 

cc;^ 

' 

1 

1 

^ 

^^ 

^ 

■», 

^ 

H 

% 

-^ 

b!> 

^ 

** 

■»« 

■"■r— 

1 

1 

1.4 

il! 

^ 

>  I 

"*" 

■«. 

J 

^^ 

?^-_ 

t~. 

_^^_^ 

1 

!■' 

•  -■  ^ 

— — 

— 

" 

-" 

— 

— 

- 

^ 

■*/ 

06 

\ 

-< 

^ 

^ 

^ 

^ 

^^ 

*"" 

-— 

— +^ 

^.J^— — 

I.Z 

\ 

,. 

«* 

»j 

— 

k^ 

-,«,^ 

:2 

S 

^^ 

r* 

=- 

Of 

A 

< 

( 

H 

-n 

^ 

1 , 

f-___, 

' — 

LS 

c. 

I.U 

\ 

"~" 

^ 

„,,— ' 

■*  1     \ 

— — ^ 

—^ 

H—i 

.^::=a 

0.4 

'S 

i. 

^ 

fSTra 

=^T1 

- 

Y~-.  ■  i 

^ 

^rt 

o.s 

V 

s 

.^ 

-t5 

=^ir; 

k=== 

^^^— ^-^ 

p'.  ,  3 

,* 

0.6 

(71 

b| 

< 

n 

1 

1 

1 

»«, 

1 

1 

04 

OZ 

"^ 

■»• 

^ 

1 

1 

1 

"1 

r 

'  \ — 

^ 

^ 

-^ 

-t- 

— 

*, 

OZ 

0  1 

a, 

e" 

c, 

1 

? 

0 

z 

0 

4 

0 

.6 

0 

<5 

/ 

0 

/ 

z 

1 

4 

/ 

b 

/ 

* 

2 

0 

.  1 

5 

2 

2 

4 

2 

£ 

2 

8 

J 

0 

3. 

z 

J 

4 

S 

6 

-J 

8 

-« 

(7. 

t<c 

and,    equation   of   the   short-circuit    current 
transient : 

J=ii  +  («o-«i)  *-"' 
=  1.34-1-6.46  t-i'72(  (80) 

This  current  is  plotted  in  Fig.  15,  in  dotted 
line  ,  "j,." 

Proportional  hereto  is  the  induced  generator 
voltage,  and  thus  is  given,  as  fraction  of  the 
induced  voltage  immediately  before  the  short 
circuit,  by  the  transient : 

e  =  h-\-{\-b)  t-" 
=  0.172-|-0.S2,Se-i-7-''  (81) 

*  Assuming  that  the  conditions  of  the  external  load  have  not 
materially  changed  or  have  no  material  effect,  which  latter  may 
be  assumed  approximately,  since  the  short-circuit  currents  are 
very  large  compared  with  the  normal-load  currents. 


From  this  point,  of  32.2  per  cent  voltage  at 
one  second,  the  \oltage  now  gradually  recov- 
ers on  the  field  transient,  equation  (73)  for 

f,=  l,  To  =  0.322,  00  =  0.222,  thus: 
f»=l-0.67St-«^2/ 

During  the  short  circuit,  the  terminal  volt- 
age thus  traverses  the  values  of  .4  Hx  C\  Di  F\ 
in  Fig.  15.  As  seen,  the  voltage  recover)-  is 
ver\-  slow,  and  it  is  not  probable  that  any  s>ti- 
chronous  apparatus  will  remain  in  step. 

The  short-circuit  current  after  one  second — 
which  the  circuit  breaker  has  to  open — is  2.5 
times  the  rateil  current,  or  150, 01)0  kv-a. 

(b)  With  12.8  ix-r  ct^nt  self-inductive  gener- 
ator   reactance,    and    37    per    cent    feetier 


POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      765 


reactance,  the  total  reactance  is  49  per  cent, 
the  initial  short-circuit  current  thus: 
1 


'0  = 


:2.01 


0.498 
In  this  case,  it  is: 

/)  =  0.44G 

do  =  0.335 
Thus,  final  short-circuit  current : 

n  =  fc^  =  0.894. 
Duration  of  short-circuit  transient: 

^  =  ^0^00=  1.51  sec. 
Attenuation  constant : 

o  =  -  =  0.6G2 

Short-circuit  ctirrent  transient : 

^■  =  0.894  +  1.107  e-0-662< 
Induced  voltage : 

e  =  0.446-1-0.554  e-o-sea' 

The  terminal  voltage  during  the  short 
circuit  now  is  not  zero,  but  is  the  same 
fraction  of  the  induced  voltage,  as  the 
reactance  of  the  feeder  reactor  is  to  the  total 
self-inductive  reactance : 

X  +  Xi 

the 


-  =  0.744 


37+12.8 

Thus,    the    terminal    voltage    during 
short  circuit  is: 

e"  =  0.744  e  =  0.332+412  e-o-662i 

The  transients  of  short-circuit  current, 
induced  voltage,  and  terminal  voltage  are 
shown  in  Fig.  15  by  the  curves  "i->,"  "^2"  and 
"e,o." 

As  seen,  at  the  moment  of  short  circuit,  the 
terminal  voltage  makes  a  sudden  drop  to 
curve  "e..", "  to  0.744  of  the  previous  value, 
then  follows  the  curve  "^2°"  for  one  second; 
then  on  opening  the  short  circuit  suddenly 
jumps,  from  0.543  on  "Ci""  to  0.732  on  " e-i," 
and  then  gradually'  recovers  on  the  field 
transient  given  by  the  equation : 

e»=  1-0.268  €-0-222' 

The  terminal  voltage  thus  traverses  the 
broken  curve  AB^CiDiF^. 

As  seen,  while  the  voltage  recovery  after 
the  short  circuit  is  slow,  the  terminal  voltage 
even  during  the  short  circuit  remains  above 
half  value. 

The  current  after  one  second,  when  opening 
the  short  circuit,  is  only  1.46  times  full-load 
current. 


(c)  In  the  same  manner  the  curves  are 
calculated  for  the  52  per  cent  feeder  reactor, 
giving : 

10=1.55 

6  =  0.511 

ho  =  0.383 

fi  =  0.79 

/o=1.73  sec. 

a  =  0.578 

t  =  0.79  +  0.76  e-"s78< 

e  =  0.51 1+0.489  €-0-"8' 

-  =  0.802 


X+Xi 

e»  =  0.41 +0.392  e-0-578( 
and  the  recovery  transient : 
^0=1 -0.215  €-0-222( 

The  values  are  shown  in  Fig.  15  as  "js," 
"^3,"  "^3°, "  giving  for  the  terminal  voltage 
the  broken  curve  ABzCsD^Fs. 

The  short-circuit  current  when  the  circuit 
breaker  opens,  after  one  second,  is  only 
9  per  cent  above  full-load  current. 

Table  II  gives  the  numerical  values  of 
voltage  and  current,  at  the  beginning  of  short 
circuit,  after  one  second  and  final,  as  fractions 
of  rated  voltage  and  current. 

The  question  then  arises  of  the  bearing  of 
these  voltage  curves.  Fig.  15,  on  synchronous 
operation. 

During  the  period  of  dead  short  circuit  or 
zero  terminal  voltage,  BiCi,  there  is  no 
synchronizing  power.  There  is  no  load  on  the 
generators  beyond  the  Pr  and  the  load  losses 
which  are  moderate  even  at  the  initial  high 
momentary  short-circuit  current  and  rapidly 
decrease  with  the  decreasing  short-circuit 
current.  Thus  the  alternators  speed  up,  until 
the  governor  shuts  off  steam  or  the  emergency 
governor  trips.  The  former  necessarily  must 
take  an  appreciable  time  to  avoid  trouble 
from  steam  governor  hunting.  Thus  usually 
the  speeding  up  will  occur  until  the  emergency 
trips  and  cuts  off  steam,  about  10  per  cent 
above  normal  speed.  Then  slowing  down 
occurs  until  the  machines  are  again  put  on 
their  governors.  The  speeding  up,  however, 
occurs  at  different  rates,  due  to  the  differences 
in  the  momentum  of  the  different  machines; 
the  speed  of  tripping  cannot  be  exactly  the 
same,  as  absolute  reliability  rather  than 
exactness  of  speed  is  the  main  requirement  of 
the  emergency  cut  off;  and  furthennore, 
some  speeding  up  will  continue  after  the 
closing  of  the  governor,  due  to  the  steam 
contained  between  the  cut  off  and  the  turbine. 


766     September,  1020 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  9 


and  in  the  turbine.*  Thus,  if  during  this 
period  the  machines  do  not  have  sufficient 
power  to  keep  each  other  rigidly  in  step,  at 
the  time  when  the  short  circuit  is  cleared 
and  the  voltage  returns ,  the  machines  probably 
have  drifted  so  far  apart  that  they  cannot 
pull  each  other  in  step  again  but  continue 
slipping  out  of  synchronism,  short  circuiting 
each  other  and  keeping  zero  terminal  voltage 
indefinitely. 

Let  P  equal  the  load  on  the  machine  before 
the  short  circuit.  With  the  load  taken  off. 
the  power  P  then  accelerates  the  momentum 
M  of  the  machine,  until  the  steam  is  cut  ofT. 
This  means ; 

2sM  =  Pt  (82) 

where  5  is  the  increase  of  speed  in  fraction, 
and  t  the  time  or  more  accurately : 

M((l+5)=-l]  =  P/  '  (83) 

however,  (82)  is  sufficienth-  accurate  for  our 

purposes, 

thus: 

s  =  ^^t  (84) 

Substituting  the  values  of  P  and  M  from 
Table  I,  gives  the  acceleration  curves.  In 
Fig.  16  are  given  such  cur\-es  for  four  25-cvcle 
machines,  the  12,000,  14,000,  30,000,  and 
35,000-kw.,  as  (1).  (2).  (3).  and  (4).  As  seen. 
the  acceleration  is  ver\-  rapid,  from  3.5  to  8.() 
per  cent  per  second. 

*  One  cubic  meter  of  steam  at  14  atmospheres  (200  Ibs.^ 
retained  between  the  turbine  and  the  steam  cut  off  would  speed 
up  a  35.000-kw.  steam  turbine  alternator  by  more  than  one  per 
cent,  after  the  cutting  off  of  the  steam. 


The  limits  of  synchronizing  power,  that  is. 
the  maximum  speed  difference  from  which 
the  machines  can  pull  each  other  into  step 
promptly,  is  given  by  equation  (38)  as: 


2s^  =  E 


I    sin  a 

\2irfzA. 


fzM 


Choosing  the  same  values  as  in  Fig.  15,  that 

is,  per  10,000  kw.  rated  machine  capacity: 

s  =  2.v,=  2.08  ohms 

3  M=  125X10*  joule 

/  =  25  cycles 

a  =  90  deg. 

^     9000     ...,,„.       , 
E  =  — 7=  =  o200  volts 
V'3 

gives : 

2  5o=  1.4  per  cent. 

In  the  moment  however  when  the  short 
circuit  opens,  the  induced  voltage  of  the 
machine  has  dropped  from  the  initial  value, 
due  to  the  demagnetizing  effect  of  the  short- 
circuit  current,  on  the  cur\-e  ei  of  Fig.  15, 
and  the  critical  speed  2  5o  has  dropped  pro- 
portional thereto. 

In  Fig.  Hi  thus  is  given  in  dotted  line  the 
cur\-e  2  So.  as  (0).  As  seen,  even  in  a  fraction 
of  a  second,  that  is,  in  a  time  much  shorter 
than  the  circuit  breaker  can  open  the  short 
circuit,  machines  of  different  types  have 
drifted  apart  b>-  greater  speed  differences 
than  those  at  which  the  machines  can  pull 
each  other  in  step  again  at  their  reduced 
s\-nchronizing  power. 

However,  even  with  identical  machines, 
especially   if  the   speeding   continues   to  the 


TABLE   II 
SHORT  CIRCUIT  ON   60,000KW.,  25-CYCLE,  9000-VOLT  STATION 


USISTANCB  or  FEEDEK  (KACTOK 


None 


0,5  ohms 


0.7  ohms 


Duration  of  field  transient,  seconds  /oo 4. 

oo 0. 

Duration  of  armature  transient,  seconds  U 0. 

a •. 1 . 

b (I. 

'J        bo 0. 

»o 7 

i 2 

•i ^ 1 

«« 1 

e 0 

ti 0 

f  Before  Ct 1 

I  After  ro° .    .  

f  Before  ««.  .  

1  After  e d 

*■• 


Short  circuit 
current 

Induced 
voltage 


Terminal 
voltage 


f  Initial 

•I  After  1  sec. 

I  Final 

(  Initial 

<  After  1  sec. 

I  Final 

Initial 

I  After  1  sec. 
L  Final 


222 
.W2 


172 
12!t 
8 

34 

(H) 
.{22 
172 
(K) 


4.51 

4.51 

(t.222 

0.222 

1.51 

1.73 

().6ti2 

0.578 

0.44ti 

0.511 

0.335 

0.38:5 

2.01 

1.55 

1.46 

1.09 

0.894 

0.79 

I.IH) 

1.00 

0.732 

0.785 

(».44« 

0.5U 

I.IX) 

1.00 

0.744 

0.802 

0.543 

O.fi.3 

0.732 

0.785 

0.332 

0.41 

POWER  CONTROL  AND  STABILITY  OF  ELECTRIC  GENERATING  STATIONS      7(57 


tripping  of  the  emergency  steam  valves, 
inevitable  inequalities  in  the  tripping  speed 
and  in  the  time  of  restoring  the  machines  on 
steam  governor  control  probably  cause  greater 
speed  differences  than  permissible  by  the  syn- 
chronizing power.  Furthermore,  even  if  the 
short  circuit  is  opened  in  a  second  or  less,  the 
induced  voltage  has  drojjped  so  considerably 
(^1  in  Fig.  15)  and  the  recovery  curve  (ei°  in 
Fig.  15)  is  so  slow  that  the  machines  cannot 
immediately  take  load,  and  speeding  up  con- 
tinues for  some  time. 

Thus,  it  may  be  expected  that  with  a  dead 
short  circuit  at  or  near  the  busbars  of  a 
high-power  steam  turbine  station,  the  gener- 
ators drop  out  of  synchronism  and  are  not 
able  to  pull  back  promptly  into  synchronism, 
but  begin  to  drift  indefinitely,  slipping  past 
each  other  at  zero  voltage. 

For  a  machine  to  remain  in  synchronism 
with  other  machines,  with  full-load  steam 
supply  and  the  load  thrown  off  by  a  short 
circuit,  etc.,  the  machine  must  be  able  to 
transfer  full  load  to  other  machines,  within 
its  limits  of  synchronizing  power,  that  is, 
with  a  phase  displacement  not  exceeding 
90  deg. 

The  maximum  power  transfer  between 
two  machines  is  given  by  equation  (11)  as ; 

P  =  —  sin  a 

where  s  is  the  total  impedance  between  two 
machines,  and  a  may  be  assumed  as  90  deg. 
This  gives: 

E  =  v/^  (85) 

as  the  minimum  voltage  E  at  which  the 
machine  will  keep  in  synchronism  at  a  ])ower 
difference  P  between  the  load  and  the  steam 
supply. 


Substituting  thus  for  P  the  rating  of  the 
machine  per  phase,  and  for  z  twice  the  self- 
inductive  reactance  (external  and  internal) 
per  phase,  gives  the  minimum  voltages  of 
remaining  in  synchronism,  that  is,  the 
voltage  limit  of  synchronizing  power. 


p 

~ 

r 

~ 

~ 

~ 

"" 

~ 

r- 

/ 

r 

/ 

i 

/ 

i 

f 

/ 

J 

/ 

/ 

/ 

/ 

i 

/ 

f 

/ 

/ 

/ 

( 

/ 

»i. 

/ 

/ 

f 

/ 

t 

/ 

/ 

/ 

f 

ii 

/ 

/ 

/ 

J 

/ 

/ 

f 

/ 

( 

/ 

^ 

ii. 

^ 

/ 

r 

/ 

^ 

> 

/ 

( 

/ 

y 

} 

/ 

/ 

y 

/ 

^ 

/ 

, 

/ 

' 

/ 

/ 

/ 

^ 

. 

/ 

/ 

-^ 

f_ 

/ 

/ 

A 

/ 

^ 

/ 

/ 

^ 

7 

r 

1*1 

I 

p; 

/V 

/ 

-H 

t 

f 

i 

-J 

^ 

= 

- 

»-. 

. 

■— 

- 

'• 

s 

.4 

_ 

,, 

. 

,, 

/ 

10.0 

a.s 

9  0 
»S 
SO 


&0 

s.s 

SO 
4S 
*.0 

5.5 
30 
IS 

zo 


O     0.1     0.2    0.5    0.4    0.5    Oj6    0.7   0.8   0.9 
Fig.  16 


J  2     15     f4    IS  Ac 


This  gives,  for  the  machines  in  Table  I,  the 
values  recorded  in  Table  III. 

As  seen  from  Table  III,  the  voltage  limit 
of    synchronizing    power    in    most    of    these 


TABLE  III 
VOLTAGE  LIMIT   OF  SYNCHRONIZING  POWER 


Rating,  kw 

Speed,  r.p.m 

Volts  per  phase,  e. 
Rated  current,  i.  . 


-  =  (ohms) 

X\  = (per  cent) 

s  =2  I'l  =  (ohms) 

P  per  phase,  (watts)  10* . 

E  =  V?z  =  (volts) 

E  in  per  cent 


25  Cycles 

60  Cycles 

12,000 

750 

5200 

770 

14,000 

750 

5200 

900 

20,000 

750 

5200 

1280 

30,000 
1500 
5200 
1925 

35,000 
1500 
5200 
2250 

12,500 

1800 

6900 

750 

14,000 

720 

6900 

900 

20,000 

720 

6900 

1200 

20,000 
1200 
6900 
1200 

6.76 

5.78 

4.07 

2.71 

2  32 

9.2 

7.67 

5.76 

5.76 

11.4 

1.54 

4.0 

10.6 

1.225 

4.67 

10.93 
0.89 
6.67 

15.25 

0.823 

10.0 

11.4 
0.528 
11.67 

12 
2.21 
5.17 

9 
1.38 
4.67 

9 
1.04 
6.67 

13 

1.495 

6.67 

2480 
47.8 

2390 
45.0 

2430 
46.9 

2870 
55.2 

2480 
47.8 

3030 
43.8 

2530 
36.6 

2630 
38.0 

3150 
45.6 

30,000 
1800 
6900 
1600 

4.32 

15 
1.30 
10.0 
3610 
62.1 


76S     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


machines  is  a  little  below  half  voltage,  and 
the  conclusion  thus  follows  that: 

As  long  as  the  machines  do  not  drop  below 
half  voltage,  little  danger  exists  of  the  ma- 
chines breaking  out  of  synchronism  by  the 
sudden  loss  of  load  under  short  circuit  or 
other  accidents,  and: 

If  a  feeder  reactor  limits  the  voltage  drop  of 
the  station,  due  to  a  feeder  short  circuit,  to 
50  per  cent  or  less,  the  machines  in  the 
station  remain  in  synchronism,  even  when 
speeding  up  due  to  the  release  of  load, 
when  tripping  their  emergency  steam  cut 
offs.  etc.,  and  the  voltage  thus  recovers 
immediately  on  the  opening  of  the  short 
circuit. 

As  seen  from  Fig.  15,  this  is  the  case  even 
with  the  smaller  feeder  reactor,  and  under  the 
conditions  of  this  instance  the  smaller  feeder 
reactor  thus  should  offer  complete  protection 
against  loss  of  synchronism  of  the  station  as 
result  of  feeder  short  circuit. 


Similar  relations  then  exist  between  gener- 
ating station  and  synchronous  machine  loads, 
such  as  converters  and  synchronous  motors. 

The  s>'nchronous  converter  probably 
represents  by  far  the  most  frequent  syn- 
chronous machine  load.  Its  internal  character- 
istics are  somewhat  similar  to  those  of  the 
steam  turbine  alternator,  that  is,  high 
effective  reactance  of  armature  reaction  and 
low  true  self-inductive  reactance,  and  it 
therefore  is  probable  that  about  the  same 
numerical  relations  pertain,  that  is: 

Such  values  of  feeder  reactors,  which  are 
sufficient  to  guard  the  generating  stations 
against  loss  of  synchronism,  by  maintaining 
the  station  under  feeder  short  circuits  above 
the  voltage  limit  of  synchronizing  power, 
may  in  general  be  expected  also  to  guard  the 
s>-nchronous  converters  in  the  substations 
against  being  thrown  out  of  step,  that  is, 
shut  down,  by  the  shock  on  the  system  due 
t(i  feeder  short  circuit. 


Relative  Thermal  Economy  of  Electric  and 
Fuel-fired  Furnaces 

By  E.  F.  Collins 

IXDUSTRl.AL   HeATIM;   DEPARTMENT,  GEXER.\L  ElECTRIC  COMPANY 

The  pronounced  advantages  of  the  electric  furnace  in  providing  easy  and  positive  temperature  control 
and  uniform  heat  distribution  account  for  the  large  number  of  these  furnaces  that  have  been  placed  in  service 
during  the  last  few  years.  The  extent  of  these  apphcations  is  indicated  by  Mr.  Collins'  statement  that  nearly 
all  brass  melting  furnaces  that  are  being  installed  are  electric  furnaces.  In  many  cases  the  electric  furnace  was 
chosen  on  the  basis  of  performance  rather  than  cost  of  operation:  but  today  with  the  higher  and  still  rising 
costs  o''  fuel  even  the  cost  of  o]>eration  may  be  decidedly  in  favor  of  the  electric  furnace,  as  is  shown  in  this 
article  by  the  data  on  sp>-cific  installations.  It  is  not  visionar\-  to  predict  that  electricity  will  ultimately  be  as 
widelv  used  for  industrial  heating  as  it  is  now  used  for  industrial  power. — Editor. 

It  is  well  known  that  the  thermal  efficiency 
of  a  furnace  decreases  rapidly  with  increasing 
temperature.  This  decrease  is  due  primarily 
to  the  fact  that  the  air  required  for  com- 
bustion must  be  heated  to  the  temperature 
of  the  furnace;  the  heat  necessary-  to  raise 
the  air  to  this  temperature  being  lost  in  the 
products  of  combustion  as  they  escape.  A 
secondary  cause  is  the  heat  lost  from  the 
walls  of  the  furnace,  which  for  convenience 
is  called  the  radiation. 

It  is  not  possible  to  state  with  exactness 
the  efficiency  which  may  be  realized  in  a 
furnace  unless  all  the  conditions  are  known, 
as  there  arc  rrany  factors  which  may  influence 
the  amount  of  heat  lost  in  the  flue  gases.  For 
instance,  a  part  of  the  heat  may  be  recovered 
by  ijrehcating  the  fuel  or  incoming  air,  or  by 
heating  water  or  other  materials  for  incidental 
uses;  or  the  furnace  mav  iit  some  ca.ses  be 


constructed  on  the  compensating  or  counter- 
flow  principle,  when  a  considerable  amount 
of  the  heat  iti  the  flue  gases  will  be  given  up 
to  the  incoming  charge. 

These  considerations  apply  in  getieral  only 
to  relatively  large  furnaces  or  installations, 
in  which  cases  the  plant  is  carefully  designed 
to  utilize  the  waste  heat.  In  the  ordinary 
fumace.  operating  under  ordinani'  conditions, 
with  which  we  arc  all  familiar,  none  of  these 
considerations  api)ly.  and  the  thermal  effi- 
ciency can  therefore  be  approximated  by 
calculations,  since  ])ractically  all  of  the 
theoretical  heat  represented  in  the  tem- 
perature of  the  flue  gases  is  lost. 

Data  showing  the  theoretical  los.scs  in  flue 
gases  for  various  fuels  at  various  temperatures 
have  been  submitted  by  earlier  investigators, 
but  it  is  thought  that  it  might  be  of  interest 
to  complete  these  data  and  |)ut  them  in  the 


RELATIVE  THERMAL  ECONOMY  OF  ELECTRIC  AND  FUEL-FIRED  FURNACES  769 


Source  of 
Heat 


Coke 


Klectricity 


City  Gas 


Fuel  Oil 


Anthracite 


Bituminous 
Coal 


Natural 
Gas 


Per  Cent 
of  Air  foi 
Perfect 
Com- 
bustion 
Air  at 
TODeg.F. 


100 

150 

100 

150 

100 
150 

100 
150 


100 
150 

100 
150 

100 
150 

100 
150 

100 
150 
100 
150 

100 
150 

100 
150 

100 
150 

100 
150 

100 
150 

100 
150 

100 
150 

100 
150 
100 
150 

100 
150 

100 
150 

100 
150 

100 
150 

100 
150 


Calorific  Value 

of  Fuel  or  Power 

B.T.U. 


13,000 
i:<,000 

13,000 
13,000 

13,000 
13,000 
13,000 
13,000 


per  lb. 
per  lb. 

per  lb. 

per  lb. 

per  lb. 
per  lb, 

per  lb. 
per  lb. 


3415  perkw-hr. 
3415  per  kw-hr. 
3415  perkw-hr 
3415  per  kwhr 

590  per  cu.  ft. 
590  per  cu.  ft. 

.590  per  cu.  ft. 
590  per  cu.  ft. 

590  per  cu.  ft. 
590  per  cu.  ft. 

590  per  cu.  ft. 
590  per  cu.  ft. 

19,000  per  lb. 
19,000  per  lb. 

19,000  per  lb. 
19,000  per  lb. 

19,000  per  lb. 
19,000  per  lb. 

19,000  per  lb. 
19,000  per  lb. 


12,000 
12,000 

12,000 
12,000 

12,000 
12,000 

12,000 
12,000 

12,550 
12,550 

12,550 
12,550 

12,550 
12,550 

12,550 
12,550 


per  lb. 
per  lb. 

per  lb. 
per  lb. 

per  lb. 
])er  lb. 

per  lb. 
per  lb. 

per  lb. 
per  lb. 

per  lb. 
per  lb. 

per  lb. 
per  lb. 

per  lb. 
per  lb. 


1100  per  cu.  ft. 
1100  per  cu.  ft. 

1100  per  cu.  ft. 
1100  per  cu.  ft. 

1100  perc  u.  ft. 
1100  per  cu.  ft. 

1100  per  cu.  ft. 
1100  per  cu.  ft. 


Temperature 
of  Furnace 


400  deg. 
400  deg. 

1600  deg. 
1600  deg. 

2300  deg. 
2300  deg. 

2800  deg. 
2800  deg. 


400  dep,.  F 
1600  deg.  F 
2300  deg.  F 
2800  deg.  F. 

400  deg.  F 
400  deg.  F. 

1600  deg.  F 
1600  deg.  F 

2300  deg.  F 
2300  deg.  F. 

2800  deg.  F 
2800  deg.  F 


400  deg. 
400  deg. 

1600  deg. 
1600  deg. 

2300  deg. 
2300  deg. 

2800  deg. 
2800  deg. 


400 
400 

1600 
1600 

2300 
2300 

2300 
2800 


deg.  F 
deg.  F 

deg.  F 
deg.  F, 

deg.  F, 
deg.  F, 

deg.  F, 
deg.  F, 


400  deg.  F 
400  deg.  F, 

1600  deg.  F, 
1600  deg.  F. 

2300  deg.  F. 
2300  deg.  F. 

2800  deg.  F. 
2800  deg.  F. 

400  deg.  F. 
400  deg.  F. 

1600  deg.  F. 
1600  deg.  F. 

2300  deg.  F. 
2300  deg.  F. 

2800  deg.  F. 
2800  deg.  F. 


B.TU 

Heat  Units 

Supplied 


100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

U10,000 
100,000 

100,000 
100,000 
100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 

100,000 

100,000 
100,000 

100,000 
100,000 

100,000 

100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 

100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,000 
100,000 

100,0t)0 

100,000 


Ic.  per  kw-hr. 
Ic.  per  kw-hr. 
Ic.  per  kw-hr. 
Ic.  per  kw-hr. 

$1.00  per  M. 
1.00  per  M. 

1.00  per  M. 
1.00  per  M. 

1.00  per  M. 
1.00  per  M. 

1.00  per  M. 
1.00  per  M. 


Rate  Paid  for 
Fuel  or  Power 


$10.00 
10.00 

10.00 
10.00 

10.00 
10.00 

10.00 

10.00 


per  ton 
per  ton 

per  ton 
per  ton 

per  ton 
per  ton 

per  ton 
(ler  ton 


per  gal. 
per  gal. 

per  gal. 
per  gal. 

per  gal. 
per  gal. 

per  gal. 
10c.  per  gal. 


10c. 
10c. 

10c. 
10c. 

10c. 
10c. 

10c. 


.f  10.00 
10.00 

10.00 
10.00 

10.00 
10.00 

10.00 
10.00 


per  ton 
per  ton 

per  ton 
per  ton 

per  ton 
per  ton 

per  ton 
per  ton 


$5.00  per  ton 
5.00  per  ton 

5.00  per  ton 
5.00  per  ton 

5.00  per  ton 
5.00  per  ton 

5.00  per  ton 
5.00  per  ton 


30c. 
30c. 

30c. 
30c. 

30c. 
30c. 


per  M. 
per  M. 

per  M. 
per  M. 

per  M. 
per  M. 


30c.  per  M 
30c.  per  M 


Cost  per 
100.000 
B.T.U. 


).0385 

.0385 

.0385 
.0385 

.0385 
.0385 

.0385 
.0385 

.293 
.293 
.293 
.293 

.17 
.17 

.17 
.17 

.17 

.17 

.17 
.17 

.0748 
.0748 

.0748 
.0748 

.0748 
.0748 

.0748 
.0748 

.042.' 
.0425 

.0425 
.0425 

.0425 
.0425 

.0425 
.0425 

.020 
.020 

.020 
.020 

.020 
.020 

.020 
.020 

.0273 
.0273 

.0273 
.0273 

.0273 
.0273 

.0273 
.0273 


PER  CENT 
HEAT  LOST 


Flue 
(App.) 


HEAT  AVAIL- 
ABLE FOR 
USEFUL  WORK 


Per     Costper 
ICent  of  100.000 
Supplv'  B.T.U 


7.5 
10.5 

32.5 

48.5 

47.5 
71.0 


0 
0 
0 
0 

15 
17.5 

44 
51 

60 
70 

72.5 

85 

14 
17.5 

40 
55 

56 
77.5 

67.5 

94 

9 
12.5 

35 

50 

50 
72.5 

60 
87.5 

11 
15 

38.5 
52.5 

55 
75 

65 
90 

16.2 
20 

44 
59 

60 
81 

72.5 
97.5 


10 
10 

15 
15 

20 
20 


57.5  25 
87   25 


10 
15 
20 
25 

10 
10 

15 
15 

20 
20 

25 
25 

10 
10 

15 
15 

20 
20 

25 
25 

10 
10 

15 
15 

20 
20 

25 
25 

10 
10 

15 
15 

20 
20 

25 
25 

10 
10 

15 
15 

20 
20 

25 
25 


83.3 
80.5 

57.4 
43.8 

42.0 
23.0 

31.9  0.121 
9.7  0.395 


0.046 
0.048 

0.067 
0.088 

0.092 
0.167 


90 
85 
80 
75 

76.5 
74.2 

47.6 
41.6 

32.0 
24.0 

20.6 
11.2 

77.4 
74.2 

51.0 
38.2 

35.2 
18.0 

24.4 

4.5 

81.9 

78.7 

55.2 
42.5 

40.0 
22.0 

30.0 
9.3 

80.1 
76.5 

52.3 

40.4 

36.0 
20.0 

26.2 
7.5 

75.6 
72.0 

47.6 
34.8 

32 
15.2 

20.6 
1.9 


0.326 
0.345 
0.366 
0.390 

0.222 
0.229 

0.356 
0.408 

0.530 
0.708 

0.822 
1.51 

0.097 
0.101 

0.147 
0.195 

0.212 
0.415 

0.306 
1.66 

0.052 
0.054 

0.077 
0.100 

0.106 
0.193 

0.141 
0.456 

0.025 
0.026 

0.038 
0.049 

0.055 
0.100 

0.075 
0.267 

0.036 
0.038 

0.057 
0.081 

0.085 
0.179 

0.132 
1.46 


ro     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


form  of  tables  and  charts  so  as  to  make  this 
information  available  for  ready  reference, 
and  at  the  same  time  compare  the  vanous 
fuels  with  electric  heat  on  the  basis  of  thermal 
efficiency  and  the  cost  per  heat  unit. 


90 

m 

70 


(i,    10 

r 

"3 
«> 

wo 

lb  yo 

5  so 

;|  X 

zo 

ij 
o 


400  Decrees  Fahr. 


1600  Degrees  Fahr. 


.■"  ^^  'TT  ^^  ^^  '^'^  ^"^       i"^  "^"^  ^''i  ^'^  '^■^  '^'^  "^^ 


ZSOODegrees  Fahr. 


1800  Degrees  Fahr 


Fig.  1.     Curve  Showing  Heat  Available  for  Useful 
Work  in  Various  Kinds  of  Furnaces 

The  applications  of  electric  heating  arc 
being  verv^  rapidly  extended,  and  since  the 
cost  of  combustible  fuels  tends  to  increase 
at  a  higher  rate  than  the  cost  of  electricity, 
the  point  may  soon  be  reached  where  the 
comparative  cost  even  on  a  B.t.u.  basis  will 
not  be  unfavorable  to  electric  heat;  as  a 
matter  of  fact  such  a  comparison  even  at 
present  prices  is  not  unfavorable  at  the 
higher  temperatures,  as  will  j^resently  be 
shown. 

Table  I  has  been  compiled  to  show  the  heat 
lost  and  the  cost  per  lUO.OOO  B.t.u.  for  various 
fuels  including  elcctricitv,  at  temperatures  of 
400,  lOOO,  2.S()0.  and  2800  deg.  F.,  the  tem- 
perature usually  required  for  baking,  heat 
treating,  forging  and  melting,  respectively. 
The  values  of  flue  losses  have  been  calculated 
for  \Vi()  per  cent  air,  or  the  theoretical  air 
required  for  perfect  combustion,  and  also  for 
1.50  per  cent  air,  or  50  per  cent  in  excess  of 
combustion  requirements,  which  represents 
more  nearly  the  usual  conditions. 


Radiation  losses  of  10,  15,  20  and  25  per 
cent  respectively  have  been  arbitrarily 
assimied  for  the  four  temperatures  mentioned, 
and  the  same  radiation  loss  has  been  asstmied 
for  all  fuels,  so  that  they  are  thus  compared 
on  the  same  basis ;  or  it  may  be  assumed  that 
all  the  fuels  are  burned  in  the  same  furnace. 

Average  calorific  values  of  the  fuels  have 
been  assumed,  and  the  costs  per  ton  or  per 
gallon,  etc.,  are  in  round  figures  for  easy 
calculation  so  that  any  other  costs  per  ton 
or  per  gallon  may  be  readily  compared. 

It  should  be  borne  in  mind  that  the  heat 
available  for  useful  work  given  in  the  table 
is  the  theoretical  maximum  for  the  conditions 
stated,  and  that  perfect  combustion  is 
assumed  in  all  cases.  The  values  actually 
realized  in  practice  will  in  many  cases 
represent  a  much  lower  efficiency  than  the 
tables  and  cun.-es  show,  except  in  the  case  of 
electricity,  which  of  course,  is  all  converted 
into  heat  and  only  the  radiation  loss  escapes. 
The  values  for  the  heat  available  as  g  ven 
in  Table  I  are  arranged  in  the  form  of  a  chart 
in  Fig.  1,  which  shows  in  a  rather  striking 
manner  the  relative  efficiency  of  the  various 
fuels  at  the  four  temperatures  chosen.  The 
rapid  decrease  of  efficiency  with  rising 
temperature  and  increased  air  supply  is  at 
once  apparent. 


ix  ■*)o  601  aoo  looc  iKo  ><v  ea  <»w.«wi  i.vo  Ntioitixieaixoa 


Fig.  2.     Curve  Showing  Relative  Co«t  of  Fueli  at  Various 
Furnace  Temperatures  100  Per  Cent  Air 


Fig.  2  shows  the  relative  cost  of  fuels  at 
various  temperatures,  with  100  per  cent  air 
supply  plotted  as  curves,  and  Fig.  3  shows 
the  corresponding  cost  for  150  per  cent  air 
supply,  the  values  having  been  plotted  from 
the  last  column  of  Talkie  I.    Fig.  1  therefore 


RELATIVE  THERMAL  ECONOMY  OF  ELECTRIC  AND  FUEL-FIRED  FURNACES  771 


shows  the  high  thermal  efficiency  of  electricity 
as  compared  with  combustible  fuels,  while 
Figs.  2  and  '.i  show  its  comparatively  high 
cost  per  heat  unit. 

For  fuel  costs  other  than  those  chosen, 
curves  may  be  plotted  by  multiplying  the 
values  in  the  last  column  of  the  table  by  the 
actual  fuel  cost.  For  instance,  for  oil  at  14 
cents  ])er  gallon,  or  electricity  at  1.2,5  cents 
per  kilowatt-hotir,  multiply  the  values  in  the 
last  column  of  the  table  by  1.4  or  1. 2.")  and 
plot  a  new  curve. 

The  foregoing  is,  of  course,  on  a  strictly 
B.t.u.  basis,  without  regard  to  the  expense  of 
handling  or  storing  fuel,  or  to  the  cost  of 
repairs,  convenience  of  manipulation,  etc. 

It  will  be  attempted  to  show  that  even  at 
a  higher  cost  per  heat  unit  electric  heat  in 
many  cases  is  actually  cheaper,  and  at  the 
same  time  it  offers  an  opportunity  to  increase 
output  and  improve  the  quality  of  the 
product,  so  that  the  net  result  is  a  very 
considerable  reduction  in  the  manufacturing 
cost.  Indeed  it  is  hardly  necessary  to  prove 
this  as  a  general  proposition,  because  the 
rapid  increase  in  the  use  of  electric  heating 
equipment  is  in  itself  proof  that  the 
advantages  far  outweigh  the  additional  cost 
of  heat  units. 

Coal  and  coke  are  relatively  difficult  and 
expensive  to  store  and  fire,  and  natural  gas  is 
restricted  to  a  comparatively  small  area. 
Further,  the  supply  available  at  present  is 
such  that  it  is  not  entirely  dependable. 
Artificial  gas  is  rather  expensive,  and  it  is 
not  always  available  in  quantities,  so  that 
fuel  oil  has  naturally  become  the  chief  source 
of  heat  in  many  of  our  industries  because 
of  the  convenience  with  which  it  can  be 
stored,  handled  and  distributed,  its  concen- 
trated fuel  value,  and  its  formerly  low  cost 
and  abundant  supply. 

Oil  has  therefore  been  considered  an  ideal 
fuel,  and  its  use  has  become  widespread. 
However,  the  very  considerable  increase  in 
its  cost  recently  and  its  apparent  scarcity 
have  brought  about  a  condition  which  is 
vers-  trying  to  industrial  managers,  many 
of  whom  have  become  interested  in  electric 
heating  as  a  solution  of  the  fuel  problem  and 
of  many  other  incidental  problems. 

It  is  proposed  therefore  to  show  very 
briefly  some  of  the  later  applications  in 
which  electric  heating  has  met  with  marked 
success,  and  to  indicate  some  of  its  possi- 
bilities. 

The  advantages  of  electric  heating  are, 
in  general,  well  recognized,  but  the  impression 


seems  to  prevail  that  the  cost  of  operation 
is  excessive.  This  is  perhaps  true  in  a  few 
instances,  for  example,  in  a  case  where  the 
nature  of  the  process  permits  the  recovery 
of   waste   heat   from   the   flue  gases;   but   in 


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Fig.  3. 


•ijo  MO  600  :ooo  iM)  i-ioo  lax  'fOO^Ja}^^oo^■*x^fOO^ea>Jm 

Trmper<jturn-DsgreGS  rohrenheit 


Curve  Showing  Relative  Cost  of  Fuels  at  Various 
Furnace  Temperatures  150  Per  Cent  Air 


general  it  is  entirely  erroneous,  as  a  few 
typical  examples  will  show. 

Electric  heating  is  also  being  successfully 
applied  over  the  entire  range  of  temperature, 
from  low  temperature  ovens  for  drying  and 
baking  to  high  temperature  furnaces  for 
melting  and  refining,  so  that  equipments  are 
available  for  practically  every  application. 

Electric  ovens  for  baking  japan  and  enamel 
are  so  widely  used  and  their  advantages  so 
well  known  that  it  is  hardly  necessary  to  do 
more  than  refer  to  them  here.  Their  extensive 
use  for  enameling  automobile  bodies  and 
parts  and  in  other  work  where  a  superior 
finish  is  required  is  a  sufficient  argument  for 
their  net  economy. 

Ovens  for  baking  cores  are  also  yielding 
excellent  results  from  the  standpoint  of 
efficiency  and  net  cost,  particularly  for  small 
cores  in  which  breakage  and  loss  from  uneven 
baking  usually  is  a  very  considerable  item. 
The  uniform  distribution  and  automatic 
temperature  control  possible  with  electric 
heat  considerably  shortens  the  time  required 
for  baking  and  produces  perfectly  baked 
cores,  so  that  the  losses  are  reduced  to  zero. 

Several  installations  have  been  made  in 
wire    mills,    all    of    which    have    shown    a 


n: 


September,  1920  GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  9 


substantial  saving.  The  following  data  are 
typical  and  show  the  actual  cost  of  baking 
steel  wire  to  remove  grease,  and  drying  it 
after  pickling.  These  are  operations  which 
require  no  refinement,  and  it  would  not  be 
expected  that  electric  heat  would  have  any 
advantages  whatever. 

The  installation  referred  to  has  both 
electric  ovens  and  coke  fired  ovens  of  the 
same  dimensions.  Electricity  is  by  far  the 
most  expensive  fuel  on  a  B.t.u.  basis  at 
drying  and  baking  temperatures,  as  shown  m 
Figs.  2  and  3,  while  coke  is  among  the 
cheapest  fuels.  Therefore  a  direct  comparison 
in  the  same  plant  is  interesting. 

The  normal  output  of  these  ovens  is 
considerablv  less  than  the  maximum  capacity, 
so  that  "normal"  results,  or  results  from 
observation  are  given,  as  well  as  results  which 
might  be  expected  if  they  were  operated  at 
full  capacity. 


Baking  at  525  Deg.  F. 

Electric 

Normal 

Output 

Cost  of  power  per  net  ton  of  steel  $5,087 

Annual  charges  per  net  ton 7.839 


Maximum 
Output 
$1.19 

0.727 


Total  cost  per  net  ton $12,926         $1,917 


Coke 
Cost  of  coke  per  net  ton  of  steel.    $0,921 
Annual  charges  per  net  ton 21.368 

Total  cost  per  net  ton $22,289 

Baking  at  330  Dec.  F. 

Electric 
Cost  of  power  per  net  ton  of  steel  $0,787 
Annual  charges  per  net  ton 0.648 

Total  cost  per  net  ton $1,435 

Coke 
Cost  of  coke  per  net  ton  of  steel.    $0,253 
Annual  charges  per  net  ton 1.766 


SO.  171 
1.983 

$2,154 


$0,515 
0.187 

$0,702 


$0,146 
0.510 


Total  cost  per  net  ton 


S2.019 


$0,656 


These  figures  show,  as  might  reasonably 
be  expected,  that  the  cost  of  fuel  in  the  coke 
fired  ovens  is  practically  negligible  in  com- 
parison with  the  cost  of  handling,  rcjiairs  and 
other  charges.  In  the  electric  ovens  the  cost 
of  power  is  the  principal  item. 

Perhaps  a  more  familiar  example  is  an 
ordinary  hearth  type  furnace  as  used  for 
hardening  tools,  dies,  cutters,  etc.  Tests 
were  rvm  on  an  oil  furnace  and  on  an  electric 
furnace,  both  having  about  the  same  hearth 
area  and  doing  the  same  kind  of  work  at  the 
same  temperature. 


Oil  Furnace 
Inside  dimensions .  46  in.  long,  24  in.  wide,  20  in.  high 

Average  temperature  held 760  deg.  C. 

Specific  gravity  of  oil  at  60  deg.  F 0.86 

Degrees  Baume ^^'I? 

Weight,  pounds  per  gallon / 

Total  time  test  was  run.  .46  hours 

Total  weight  of  oil  used.  603. o  lbs. 

Total  gallons  of  oil  used  84  gaUons 

Weight  of  steel  heated  .26.0  lbs. 

Total  time  heating  steel 31.75  hour? 

Pounds  oil  used  while  heating  steel 433 

Gallons  of  oil  used  while  heating  steel 60.o 

Average  gallons  per  hour  heating  steel 1.9 

Average  gallons  per  100  lbs.  of  steel 2.26 

Time    furnace    was    empty    (holding    tem- 
perature only) 14.25  hours 

GaUons    oil    used    for    holdmg    temperature 

only 23.5  gaUons 

Average  gallons  per  hour  holding  temperature 

only    .1.65  gaUons 

Fuel  cos't  per  hour  at  14  cents  per  gallon    .23.1  cents 

Electric  Furnace 
Inside  dimensions.  30  in.  wide,  36  in.  long,  22  in.  high 

Kw.  capacity  of  furnace 20  kw. 

Davs  run  covered  by  test 19  days 

Total  working  hours 10.  hours 

Total  weight  of  steel  heated 14ol  lbs. 

Temperature }_*^  deg.  b. 

Average  kw-hr.  per  hour  in  working  hours 

^  8.96    kw-hr. 

Average  kw-hr.   per  hour  empty   (radiation 

loss  only) 8.04  kw-hrs 

Fuel  cost  per  hour  at  1.25  cents  per  kw-hr. . .  .10  cents 

It  mav  be  said  that  the  electric  furnace  is 
provided  with'automatic  temperature  control 
and  a  time  switch  which  throws  off  the  power 
at  the  end  of  the  working  day  and  throws  it 
on  in  the  carlv  moniing  so  that  the  furnace 
is  always  ready  for  use.  The  furnace  and 
control  equipment  are  shown  in  Fig.  4. 

It  is  obvious  from  these  data  that  the  fuel 
used  in  actually  heating  steel  is  almost 
negligible  in  either  furnace,  which  of  course 
is  well  known.  The  data  show  that  the  cost 
of  maintaining  temperature  in  the  oil  furnace 
is  more  than  double  the  cost  for  the  electric 
furnace. 

This  mav  perhaps  be  stin>rising  to  many 
who  base  their  calculations  entirely  on  the 
relative  cost  of  B.t.u.  It  would  be  still  more 
surprising  if  the  cost  of  repairs  and  fixed 
charges  could  be  included  in  the  comparison. 
This'cost  for  the  electric  fumacc  is  practically 
zero.  The  figures  for  this  size  of  oil  furnace 
are  not  available  to  the  writer,  although  they 
are  probablv  available  from  other  sources. 

The  fact  which  it  is  desired  to  emphasize 
is  that  the  oil  fumace  refemxl  to  is  typical 
of  thousands  in  regtilar  use  for  heat  treating, 
which  could  be  heated  by  electricity  for  less 
than  half  the  fuel  cost  alone,  to  say  nothing 
of  the  saving  in  repairs. 


RELATIVE  THERMAL  ECONOMY  OF  ELECTRIC  AND  FUEL-FIRED  FURNACES  773 


This  represents  a  considerable  loss  to  the 
individual  manufacturer,  and  in  the  aggregate 
it  is  an  enormous  economic  waste. 

An  interior  view  of  this  type  of  electric 
furnace  is  shown  in  Fig.  o,  which  however  is  a 
somewhat    larger    furnace 
than  that  shown  in  Fig.  4. 

A  large  number  of  these 
furnaces  are  in  daily  opera- 
tion for  such  work  as  an- 
nealing, hardening  and  car- 
bonizing, for  which  they 
are  particularly  well  suited. 
The  furnace  shown  in  Fig. 
5  is  one  of  a  pair  which  are 
used  for  carbonizing.  All  of 
these  furnaces  are  equip])ed 
with  automatic  tempera- 
ture control. 

The  furnaces  referred  to 
are  of  the  metallic  resistor 
type  and  are  suitable  for 
operation  to  1000  deg.  C. 
(ISOOdeg.  F.).  For  higher 
temperatures,  such  as  are 
required  for  forging  and 
melting,  some  fonn  of  arc 
furnace  is  required. 

There  are  a  very  large 
number  of  electric  brass  melting  furnaces  in 
operation,  most  of  which  have  been  built  in 
the  last  few  years;  in  fact,  nearly  all  the  fur- 
naces being  installed  today  for  melting  brass 
are  electric  furnaces. 


This  is  an  index  of  the  rate  at  which 
electric  heating  is  being  adojrted,  and  it  seems 
safe  to  predict  that  it  will  supplant  fuel  oil 
to  a  very  considerable  extent  for  many  other 
purposes  within  the  next  decade. 


^^^- }.:  '-i 


.:ss:2S^ 


Fig.  4.      Box  Type  Electric  Furnace  and  Control  Panel  Used   for  Hardening 
Punches,  Dies  and  Cutters 

Enonnous  quantities  of  oil  are  used  in  the 

operations   of   annealing,    heat   treating   and 

forging.    The  furnaces  previously  referred  to 

are  ideal  for  annealing  and  heat  treating,  and 

operate  at  maximum  economy,  and  electric 

forging  furnaces  will  soon  be  in 

operation,    with    corresponding 

results. 

It  is  unnecessary  to  dwell 
upon  the  many  advantages  of 
electric  furnaces,  such  as  easy 
and  positive  temperature  con- 
trol, and  absence  of  noise,  prod- 
ucts of  combustion  and  excessive 
heat,  as  these  features  are  well 
known.  It  is  desired  rather  to 
emphasize  the  fact  that,  con- 
trary to  the  general  impression, 
the  cost  of  operation  is  not  ex- 
cessive, but  in  most  cases  is  not 
greater  and  in  many  cases  con- 
siderably less  than  that  of  fuel- 
fired  furnaces. 

The  era  of  electric  heating  is 
at  hand,  and  it  may  well  be 
expected  that  electricity  will 
ultimately  be  as  widely  used 
for  an  industrial  fuel  as  it  is  for 
indtistrial  power  at  the  present 


'^^^jtvr  ■ 


1*1^4,  5       Interior  View  of  Box  Furnace  Used  for  Carbonizing 


tim-e. 


774     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vo  .  XXIII,  No.  9 


Condenser-resistance  Protective  Device 

By  J.  L.  R.  Haydex 
General  Engineering  Laboratory,  General  Electric  Company 

The  protection  of  a  transmission  system  from  the  effects  of  high-frequency  disturbances  may  be  accom- 
plished by  the  use  of  a  condenser  and  resistance  in  series  connected  from  line  to  ground.  With  a  suitable 
value  of  reactance  and  resistance,  the  condenser  will  hold  back  the  low-frequency  machine  current  but  will 
allow  high-frequency  current  to  pass  freely  into  the  resistance,  which  in  turn  will  dissipate  the  energy  of  the 
disturbance. — Editor. 


In  the  transmission  of  electric  energy  the 
circuits  must  be  able  to  operate  under  normal 
and  abnormal  conditions.  One  of  the  abnor- 
mal conditions  which  occur  in  transmission 
systems  of  any  length  are  high  frequency 
oscillations  created  as  a  result  of  the  read- 
justment of  the  stored  energy  of  the  circuit 
when  connecting  and  disconnecting  circuits, 
when  lightning  strikes  a  line,  or  when  change 
of  load  occurs,  etc. 

In  general  these  high-frequency  disturb- 
ances, or  more  correctly  speaking  abrupt  dis- 
turbances, produced  by  atmospheric  lightning 
and  by  circuit  operation,  such  as  switching, 
may  be  divided  into  three  classes: 

(1)  Impulses:  that  is,  sudden  waves  of 
voltage  or  current,  which  are  not  oscillatory. 

(2)  Oscillations:  that  is.  periodic  disturb- 
ances which  gradually  die  out.  more  or  less 
rapidly,  depending  on  the  dampening  effect 
of  the  circuit  resistance. 

(3)  Cumulative  oscillations  or  surges:  that 
is,  oscillations  which  gradually  increase  in 
amplitude,  until  destruction  of  the  circuit 
occurs,  or  which  are  finally  limited  by  increas- 
ing energy  losses. 

To  guard  against  these  high  frequency 
disturbances  the  use  of  a  condenser-resistance 
is  of  value,  serving  to  shunt  the  disturbance 
and  as  a  high  frequency  absorber.  The 
operation  of  the  condenser-resistance  pro- 
tective device  absorbs  the  energy  of  the  high 
frequency  disturbances,  and  thereby  keeps 
them  from  building  up  ti>  dangerous  voltages. 

It  consists  of  a  condenser  and  a  resistance 
in  series,  shunted  across  the  circuit  which  is 
to  be  protected,  from  line  to  ground. 

The  part  which  does  the  protecting  is  the 
resistance;  the  condenser  is  provided  merely  to 
keep  the  low  frequency  machine  current  out 
of  the  resistance. 

If  a  fairly  low  noninductive  resistance  is 
shunted  across  a  circuit  any  high  frequency 
disturbance  entering  the  circuit  is  shunted 
into  the  resistance  and  there  rapidly  dis- 
sipated, so  that  a  building  up  of  the  high  fre- 
quency to  higher  voltages  (such  as  occur  in 
high  voltage  power  transformers)  is  made  im- 


possible, the  disturbance  is  rapidly  absorbed, 
and  effective  protection  is  afforded. 

However,  such  a  relatively  low  resistance — 
a  few  hundred  ohms — permanently  shunted 
across  the  high  voltage  circuit  would  con- 
tinuously absorb  a  ven,-  large  amount  of 
energv',  and  would  have  to  be  very  large, 
indeed  impracticable.  For  instance,  assum- 
ing 40U  ohms  in  a  (iO.OOO-volt  circuit  the 
resistance  would  continuously  consume  l.'jO 
amperes  at  ()0,OU(J  volts,  or  9000  kw.,  which 
obviously  is  out  of  the  question.  Therefore 
a  condenser  is  connected  in  series  with  the 
resistance. 

This  condenser  practically  obstructs  the  low 
frequency  machine  current.  At  high  frequency 
however,  the  higher  the  frequency  the  larger  the 
current  through  the  condenser  and  if  the  con- 
denser is  large  enough  and  the  frequency  high 
enough,  the  condenser  affords  no  obstruction. 
Thus  the  condenser  is  a  means  of  cutting 
off  the  low  frequency  machine  current,  with- 
out interfering  with  the  high  frequency  dis- 
turbance, and  the  latter  is  absorbed  by  the 
resistance. 

As  regards  numerical  values,  the  larger  the 
condenser  (provided  it  is  not  so  large  as  to 
pass  considerable  low  frequency  current)  the 
more  high  frequency  current  it  will  pass,  and 
the  greater  will  be  the  protection.  With  a 
given  size  of  condenser,  that  value  of  resist- 
ance will  obviously  be  the  best  which  dis- 
sipates the  energy  most  rapidly,  that  is,  where 
the  resistance  equals  the  condenser  reactance 
at  the  danger  frequency. 

For  illustration,  to  protect  a  l.{,200-volt 
alternator  by  condenser  resistance:  Experi- 
ence shows  the  danger  frequencies  in  electri- 
cal apparatus,  that  is,  frequencies  most 
liable  to  build  up  to  high  voltages,  to  be  2(t 
to  100  kilocycles,  or  an  average  of  (U)  kilocycles. 
Thus  a  condenser  which  at  (iO  kilocycles  j)asses 
the  rated  machine  current  at  rated  machine 
voltage  should  be  able  to  absorb  such  high 
frequency  as  may  be  anticipated;  this  gives 
the  capacity  reactance,  and  equal  thereto 
should  be  chosen  the  resistance  for  maximum 
dissipation. 


Typical  Installations  of  Electric  Mine  Hoisting  in 

South  Africa 

ByE.  B.Bell 
Engineer,  South  Africa  General  Electric  Company,  Limited 

The  successful  operation  of  electric  mine  hoists  in  South  Africa  and  the  rapidly  increasing  number  of  such 
installations  amply  demonstrate  the  superiority  of  electric  drive  for  this  purpose.  The  mines  are  deep,  are 
located  thousands  of  miles  from  the  plants  of  hoists  manufacturers,  and  the  gold  content  of  the  ore  is  compara- 
tively low  which  factors  require  high  speed,  great  reliability,  and  highly  efficient  operation.  In  the  following 
article  Mr.  Bell  describes  the  mines,  shafts,  hoists,  electrical  equipment,  and  control  devices  of  the  latest  and 
largest  installations  of  electric  mine  hoists  both  of  the  direct-current  motor  and  the  induction  motor  types. — 
Editor. 


The  problem  of  hoisting  from  great  depths 
has  received  very  serious  consideration  from 
engineers  on  the  Witwatersrand  in  South 
Africa. 

Since  the  gold  content  of  the  ore  raised  is 
com.paratively  low  (from  5  to  1 3  pennyweights 
per  ton)  it  has  been  necessary  to  study  very 
carefully  the  questions  of  efficiency,  speed, 
and  reliability. 

Until  comparatively  recent  years  steam 
engines  were  used  entirely  for  this  class  of 
service;  and  it  was  only  after  the  advent  of 
cheap  power,  made  available  by  the  inaugura- 
tion of  the  Victoria  Falls  &  Transvaal  Power 
Company  in  190S,  that  the  electrification  of 
hoists  began  to  be  seriously  considered. 

Since  1908  the  great  advantages  to  be  ob- 
tained from  electric  hoists  have  been  thor- 
oughly appreciated  and  today  South  Africa 
probably  leads  the  world  in  their  use,  includ- 
ing among  many  large  installations  two 
practically  identical  sets,  the  largest  in  the 
world,  one  of  which  is  in  operation  at  the  New 
Modderfontein  Gold  Mining  Co.  and  will  be 
described  later. 

Although  over  75  per  cent  of  the  electrified 
mine  hoists  on  the  Rand  are  induction  motor 
driven,  due  chiefly  to  the  low  first  cost  and 
simplicity  of  installation  and  operation,  the 
Ward  Leonard  system,  has  been  adopted  for 
the  larger  sizes  not  only  because  of  the  accu- 
racy and  simplicity  of  control  but  also  because 
of  the  increased  safety  and  higher  efficiency 
on  the  heavy  duty  cycles  encountered. 

NEW   MODDERFONTEIN   HOISTING 
EQUIPMENT 

In  m.any  respects  the  hoisting  equipment 
at  the  circular  shaft  of  the  New  Modderfon- 
tein gold  mine  will  be  of  interest  not  only  to 
electrical  but  also  to  mining  engineers. 

The  mine,  one  of  the  largest  in  the  world, 
is  situated  about  25  miles  from  Johannesburg, 
Transvaal.     For  details  as  to  the  mine  and 


shaft  the  author  is  indebted  to  a  paper  pre- 
sented to  the  South  African  Institute  of 
Engineers,  by  H.  Stuart  Martin,  Consulting 
Engineer,  and  for  details  of  the  electrical 
equipment  to  the  Consulting  Electrical  Engi- 
neers of  the  Central  Mining  and  Investm,ent 
Corporation. 

Mine  and  Shaft 

Since  comm.encing  milling  operations  in 
1S92  up  to  the  end  of  191S,  the  mine  has  pro- 
duced gold  to  the  value  of  over  $66, 000, 000 
from  7,225,480  tons  of  rock  crushed.  It 
has  paid  in  dividends  over  $21,000,000,  the 
disbursements  on  this  account  in  1918  having 
amounted  to  51 J^  per  cent  on  the  capital. 

The  mine  was  originally  opened  up  by 
means  of  several  inclined  shafts  sunk  near  the 
reef  outcrop.  As  mining  progressed  it  became 
advisable  to  provide  additional  means  for 
reaching  the  deeper  levels,  consequently  an 
IS-foot  diam.eter  vertical  circular  shaft  was 
sunk  to  a  depth  of  2258  feet,  at  which  point  it 
intersects  the  gold  bearing  stratum,  or  reef. 
This  shaft  was  the  first  of  its  kind  to  be  sunk 
on  the  Witwatersrand,  but  of  late  a  number 
of  sim.ilar  shafts,  including  some  of  much 
greater  depth,  have  been  undertaken.  The 
ore  delivered  by  several  electrically  driven 
endless  rope  haulages  is  collected  and  stored 
in  two  large  bins  of  1000  tons  capacity,  each 
having  discharge  doors  which  open  onto  a 
level  near  the  bottom  of  the  circular  shaft. 
The  rock  discharged  from  bins  is  conveyed 
to  the  surface  in  steel  trucks  each  of  six  tons 
capacity.  These  travel  by  gravity  to  the  shaft 
where  their  motion  is  arrested  by  means  of  me- 
chanically operated  brakes.  From  this  point 
they  are  pushed  one  at  a  time  by  air  operated 
appliances  onto  the  cage  which  raises  them  to 
the  surface  where  similar  braking  and  pushing 
arrangem.ents  are  installed.  As  a  loaded 
cage  is  raised  another  carrying  an  emtpy 
truck  is  lowered  in  the  adjacent  compartment. 


776     September.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  9 


Each  cage  is  kept  from,  swinging  in  the  shaft 
by  means  of  four  guide  ropes  1^4  in.  in  diame- 
ter, suspended  from  the  head  gear,  and  to  pre- 
vent the  two  cages  from  touching  as  they  pass 
each  other,  two  division  ropes  2  in.  in  diameter 
are  suspended  from,  a  girder  at  the  surface. 
These  guide  ropes  are  held  in  place  by  massive 
cast-iron  weights  at  the  bottom,  of  the  shaft. 
The  chief  advantage  claimed  for  this  system 
is  that  when  raising  men  the  same  platforms 
which  carry  the  wheeled  trucks  can  be  used 
to  their  fullest  capacity,  whereas,  when  skips 
are  employed  which  dump  ore  onto  grizzly 
bars  it  is  necessarv-  to  disconnect  these  skips 
and  substitute  men  cages,  an  operation  neces- 
sitating large  delays  in  spite  of  ingenious 
mechanical  arrangements.  It  might  be  in- 
teresting to  state  that  even  when  hoisting  at 
3500  ft.  per  min.  the  absence  of  vibration 
in  hoist  and  guide  ropes  is  little  less  than 
phenomenal. 

The  load  on  the  hoisting  rope  totals  .33,300 
lb.  m.ade  up  of  rock  12,000  lb.,  cage  15,300 
lb.,  and  truck  GOOO  lb.,  while  the  rope  fully 
extended  weighs  approxim.ately  22,000  lb. 

The  headgear  is  of  steel  N4  ft.  high  to  the 
center  line  of  the  sheaves  which  are  18  ft.  in 
diameter.  Fig.  1  shows  a  view  of  the  head 
gear  and  engine  house. 

Hoist 

The  hoist  is  located  in  a  modern  brick  and 
stone  engine  room  approximately  140  ft.  back 
from  the  shaft  and  consists  of  a  single  built 
up  cylindrical-conical-cylindrical  drum  car- 
ried by  a  continuous  steel  shaft  24  in.  in  diam- 
eter coupled  at  each  end  to  the  motor  shafts, 
as  shown  in  Fig.  2.  The  smaller  cylindrical 
portions  of  the  drum  are  15  ft.  in  diameter  and 
are  made  of  cast-iron,  while  the  large  cylin- 
drical and  conical  portions  are  made  up  of  two 
parts  each  consisting  of  four  cast  steel  seg- 
ments securely  bolted  together,  the  diameter 
of  the  former  being  24  ft. 

In  climbing  from  the  smaller  to  the 
larger  cylinders,  the  rope  is  carried  by  five 
complete  machine  cut  grooved  spirals,  the 
grooves  extending  the  complete  length  of  the 
cylindrical  portions  as  well.  For  adjusting 
the  length  of  the  ro])es,  two  cast  steel  reels  are 
fitted  to  the  smaller  parallel  parts  of  the 
drum;  displacements  relative  to  the  m.ain 
hoist  being  obtained  by  means  of  small  hand- 
operated  gear  wheels.  The  total  weight  of 
the  drum,  shaft  and  bearings  is  approximately 
180  tons. 

The  post  brakes,  17  ft.  in  diameter  by  14  in. 
broad,  are  built  up  of  m.ild  steel  plates  and 


rolled  steel  channels  and  are  lined  with  poplar 
wood.  They  are  both  weight  loaded  and  air 
operated  with  oil  cataract  devices,  either 
being  sufficient  to  safely  hold  the  maximum 
unbalanced  load  on  one  rope. 

Compressed  air  for  operating  these  brakes 
is  normally  drawn  from  the  main  supply,  but 
there  is  in  addition  an  aiixiliar\-  air  compressor 
of  100  cu.  ft.  per  min.  capacity  driven  by  a 
25-h.p.,  three-phase,  squirrel-cage  motor  with 
a  250-cu.  ft.  receiver,  and  automatic  starting 
and  stopping  control  apparatus. 

The  control  gear  of  the  hoist  is  mounted  on 
an  elevated  platform  sufficiently  high  to 
enable  the  dri\-er  to  obtain  a  clear  view  of  the 
drums,  ropes  and  cages  as  they  come  to  the 
siuface. 

Below-  this  platform,  which  is  shown  in 
Figs.  2  and  3,  are  mounted  retarding  and  over- 
winding de\-ices  consisting  of  large  slowly 
revolving  cams,  dri%-en  from  the  main  shaft 
by  substantial  gear  and  shafting,  which  reg- 
ulate the  movement  of  the  driver's  lever  and 
consequently  the  controller,  thus  preventing 
the  driver  from  accelerating  the  winder  in 
either  direction  beyond  a  predetermined 
value  and  gradualh-  bringing  the  operating 
le^'er  back  to  the  neutral  position  sufficiently 
early  in  the  event  of  forgetfulness  on  his  part. 
There  are  also  stops  on  an  adjacent  revoh-ing 
disk  which  trip  the  brake  operating  mechan- 
ism in  the  e^'ent  of  an  overwind. 

Electrical  Equipment 

To  the  dnmi  shaft  are  coupled  two  2000- 
h.p.,  .53..5-r.p.m.. .)()()- volt,  direct-current  motors 
with  commutating  poles,  mounted  on  a  steel 
shaft  22  in.  in  diameter.  The  armatures  are 
10ft.  loin,  in  diameter  while  the  outside  diam- 
eter of  the  magnet  frames  are  15  ft.  5  in. 
Each  motor  has  22  main  field  poles  wound  for 
220  volts  excitation.  The  bearings  in  addi- 
tion to  being  ring  oiled  are  piped  for  forced 
lubrication,  but  experience  has  proved  this 
to  be  an  unnecessary  adjunct. 

The  motors  are  connected  in  series  and 
recei\-e  their  power  from  a  motor-generator 
set  consisting  of  two  I().">()-kw.  generators, 
a  (iO-kw.  exciter,  and  a  .^(HMI-h.p.  induc- 
tion motor.    A  view  of  this  set  is  shown  in 

Power  is  supplied  to  this  set  by  the  Victoria 
Falls  and  Transvaal  Power  Co.,  through  the 
necessary  transformers,  oil  switches,  etc.,  at 
2000  volts,  .")0  cycles.  The  motor  is  started  by 
means  of  a  liquid  rheostat  in  the  basement 
below,  operated  through  a  handwheel  and 
shaft  extended  to  the  ground  flot^ir. 


INSTALLATIONS  OF  ELECTRIC  MINE  HOISTING  IN  SOUTH   AFRICA-,     777 


in  u 

u   < 


§1 


■  ■£  e 


•a     . 


ab  *o 


K   E  = 


778     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


As  the  set  approaches  synchronous  speed 
the  starter  is  entirely  cut  out  by  means  of 
a  hand-operated  brush-lifting  and  short-cir- 
cuiting gear. 

The  generators  are  each  wound  for  .500 
volts,  and  in  order  to  successfullv  commutate 


Fig.  5. 


Drum,  One  Brake,  and  One  of  the  Two  2000-h.p. 
of  the  Crown  Mines'  Hoists 


the  hea\-3'  currents  at  the  var\'ing  voltages 
em_ployed  are  equipped  with  commutating 
poles  and,  in  addition,  with  compensating  or 
pole-faced  windings. 

The  exciter  is  a  standard  compound-wound, 
self-excited  m,achine  of  fiO-kw.  capacity  at 
220  volts  feeding  directly  onto  two  main 
busses  which  supply  the  motor  and  generator 
fields,  the  brake  magnets,  and  all  control 
devices. 

Control  and  Protective  Devices 

For  controlling  the  speed  and  direction  of 
rotation  of  the  hoist  motors  the  well  known 
Ward  Leonard  system  of  control  is  used;  or 
in  other  words,  the  control  is  effected  by 
var\-ing  the  strength  and  reversing  the  polar- 
ity of  the  generator  fields. 

The  motor  fields  are  excited  in  parallel 
through  equalizing  resistors  from  the  220-volt 
busses ;  while  in  series  with  each  field  is  a  field 
relay  and  one  of  the  brake  coils,  ensuring  the 
application  of  the  brakes  and  the  opening  of 
the  main  circuit  breaker  connected  between 
motors  and  generators  in  the  event  of  reduc- 
tion of  the  motor  field  strength  beyond  a  i)rc- 
determined  value.  In  addition  a  motor  field 
econom}'  resistor  is  connected  in  the  circuit  to 
permit  of  long  periods  at  standstill  without 


injurious  overheating  of  the  fields  and  inci- 
dentally^ to  reduce  the  standby  losses.  The 
resistor  is  short  circuited  by  means  of  a  con- 
tactor operated  from  segments  on  the  con- 
troller as  soon  as  the  driver's  lever  is  moved 
from  the  neutral  position. 

The  generators  receive  their  excita- 
tion indirectly  from  the  exciter  busses. 
A  large  resistor,  having  several  tapping 
points  brought  out  to  two  rows  of  studs 
over  which  fingers  of  the  controller 
slide,  is  connected  across  these  busses. 
In  this  manner  a  large  number  of  dif- 
ferent ^■oltage  values  are  obtainable  in 
either  direction  for  field  excitation. 
The  generator  fields,  like  those  of  the 
motors,  are  also  connected  in  multiple 
through  equalizing  resistors,  and  to- 
gether are  in  series  with  a  weight  oper- 
ated emergency  rheostat  normally  short 
circuited  b>-  a  contact  arm  and  clutch, 
which  is  solenoid  controlled.  In  the 
event  of  the  tripping  of  the  main  alter- 
nating-current oil  switch  through  over- 
load or  failure  of  supply,  or  through  the 
opening  of  the  main  circuit  breaker 
Motor?  through  any  cause,  the  brakes  are  ap- 

plied through  the  operation  of  brakecut- 
out  relays  and  the  clutch  of  the  emer- 
gency rheostat  is  released,  whereby  at  first  an 
increasing  resistance  is  inserted  inthegenerator 
fields  which  are  finally  disconnected  from  the 
supply  altogether.  It  may  be  interesting  to 
state  in  this  respect  that  there  is  located 
within  reach  of  the  driver  a  small  emergency 
switch  which  is  connected  in  series  with  the 
aforementioned  solenoid,  the  operation  of 
which  has  already  been  described. 

In  general  the  direct-current  breaker  will 
open  under  any  of  the  following  emergenc\- 
conditions  and  in  turn  will  operate  the  brakes 
and  emergency  generator  field  rheostat: 

(1)  Extreme  overload. 

(2)  Loss  of  exciter  voltage. 

(3)  Overspeed  of  motor-generator  set. 

(4)  Loss  of  motor  field  excitation. 

To  prevent  the  generators  from  building 
up  when  the  motors  are  at  rest,  a  connection 
commonly  known  as  the  "suicide  connection" 
is  made.  As  soon  as  the  controller  is  throwni 
into  the  neutral  position,  the  generator  fields 
are  disconnected  from  the  exciter  busses  and 
contacts  made  whereby  the  fields  are  thrown 
across  the  armatures  in  such  a  direction  that 
the  residual  and  generated  voltages  buck  or 
kill  each  other. 

The  calculated  duty  cycle  curves  of  this 
hoist  are  shown  in  Fig.  0. 


INSTALLATIONS  OF  ELECTRIC  MINE  HOISTING  IN  SOUTH  AFRICA 


Unfortunately  there  are  no  test  figures 
available  as  to  the  operating  efficiency  of  the 
complete  unit,  although  without  doubt  ex- 
ceptionally good  results  would  have  been 
obtained  when  judged  from  its  excellent 
operating  record. 

CROWN   MINES'   HOIST 

The  Crown  Mines'  equipment  was  ordered 
and  installed  a  few  months  prior  to  that  of 
the  New  Modderfontein  gold  mine.  As  the 
two  mines  are  in  the  same  group,  or  in  other 
words,  under  the  same  control,  it  was  thought 
advisable  when  ordering  the  latter  to  dupli- 
cate the  Crown  equipment. 

Due  to  certain  inherent  differences  in  the 
mine  and  shaft,  the  mechanical  portions 
differ  widely;  even  so  it  was  still  possible  to 
order  identical  electrical  and  control  equip- 
ments, a  description  of  which  would  be  only  a 
repetition  of  that  of  the  New  Modderfontein. 

The  South  Rand  shaft  of  the  Crown  Mines, 
situated  on  the  outskirts  of  Johannesburg,  is 
a  six-compartment  rectangular  shaft  3540  ft. 
deep. 

Double  winding  drums  of  the  conical- 
cylindrical  type  are  used,  one  of  which  is 
arranged  for  clutching  at  will  to  the  driving 
shaft,  thus  m.aking  it  possible  to  hoist  from 
several  different  levels.  These  drums  and  one 
of  the  2000-h.p.  driving  motors  are  shown  in 
Fig.  5.  The  diameter  of  the  rope  centers  at 
the  small  end  of  the  drums  is  12  ft.,  and  at 
the  larger  end,  29  ft.  S  in.  The  drums  are 
arranged  for  25  complete  turns  on  the  conical 
portion,  21   turns  on   the  first   layer  of  the 


Fig.  7  shows  the  calculated  duty  cycle  and 
rope  speeds  when  hoisting  rock  from  a  depth 
of  3540  ft. 

An  interesting  feature  relating  to  both  the 
New  Modderfontein  and  Crown  equipments 
is  that  due  to  the  loading  limits  prevailing 


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Fig.  7.     Calculated  Duty  Cyrle  Curves  of  the  Hoist  Shown  in  Fig.  5 


cylindrical    portion,    and    14    turns    on    the 
second. 

The  weight  of  ore  raised  per  trip  is  1(1,000 
lb.,  that  of  the  skip  8700  lb.,  and  the  rope  fully 
extended  weighs  22,300  lb.  The  total  weight 
of  the  drum.s  is  approximately  270,000  lb. 


3000  ■- 

Fig.   6.     Calculated  Duty  Cycle  Curves  of  the  Hoist 
Shown  in  Fig.   2 


on  the  railways  in  South  Africa;  the  hoist 
armatures  had  to  be  completely  built  up  on 
site,  including  core  building,  winding  and  shaft 
pressing. 

That  the  hoist  has  given  complete  satisfac- 
tion since  its  installation  in  1917  is  fully  rec- 
ognized on  the  Witwatersrand;  and,  although 
approximate,  results  obtained  when  hoisting 
water  gave  an  overall  efficiency  of  57  per  cent 
calculated  from  the  amount  of  power  con- 
sum.ed  at  the  switchboard  and  the  foot  pounds 
of  water  raised. 

RANDFONTEIN   CENTRAL   HOISTS 

During  the  latter  part  of  1919  an 
order  was  placed  with  the  South 
African  General  Electric  Co.,  Ltd.,  for 
two  hoisting  equipments  for  the  Rand- 
fontein  Central  Gold  Mining  Co. 
These  will  be  of  interest  in  that  when 
installed  they  will  constitute,  as  re- 
gards power  capacity,  the  largest 
hoists  in  the  world;  and  as  such  will 
be  briefly  described,  particularly  with 
respect  to  the  novel  features  involved. 
The  m.ine  is  about  25  miles  west 
of  Johannesburg  and  the  hoists  will 
be  installed  at  two  different  shafts 
which  are  situated  about  two  miles  apart. 
The  duty  cycles  and  general  characteristics  of 
the  two  shafts  are  similar  and  consequently 
identical  sets  will  be  installed.  Fig.  8  shows  the 
calculated  duty  cycle  for  balanced  hoisting  on 
which  the  design  of  the  equipments  was  based. 


780     September,  1921) 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  \o.  9 


The  load  to  be  hoisted  froin  a  depth  of  5000 
ft.  is  made  up  of  rock  10,000  lb,,  skip  7500  lb. 
and  rope  fully  extended  '27,500  lb. 

Due  to  the  great  depth,  conical-cylindrical 
drums  were  considered  impracticable  and 
therefore  double  cylindrical  drums  are  to  be 
used.  Each  drum  will  be  12  ft.  in  diameter 
and  6  ft.  wide,  necessitating  the  winding  on  of 
four  layers  of  the  1  ^4'-in.  rope.  A  drum  speed 
of  100  r.p.m.  is  to  be  used,  giving  a  winding 
speed  of  appro.ximately  4000  ft.  per  min. 

The  electrical  and  control  equipments  will 
be  somewhat  different  from  those  at  the  New 
Modderfontein  and  Crown  Mines.  For  each 
hoist  there  will  be  two  16-pole,  2500-h.p.,  106- 
r.p.m..,  600-volt,  direct-current,  separately  ex- 
cited motors  coupled  direct  to  the  drum  shaft, 
one  on  each  side.  These  will  be  connected  in 
series  with  two  generators  each  2000-kw. 
capacity,  driven  by  a  .>00()-h.p.  induction 
m.otor  with  liquid  starter  and  brush-raising 
and  short-circuiting  gear. 

The  speed  and  direction  of  rotation  of  the 
hoist  motors  will  be  regulated  by  means  of  a 
master  controller  governing  the  action  of 
magnetically  operated  contactors  which  will 
cut  resistance  into  or  out  of  the  generator 
fields.  Special  reversing  contactors  will  be 
used  for  changing  the  polarity. 

The  control  equipment  will  provide  15  steps 
for  both  forward  and  reverse  direction  of  motor 
rotation,  all  of  which  will  be  automatically 
controlled  by  adjustable  current-limit  relays. 

The  driver  can,  if  he  wishes,  regulate  the 
speed  by  hand  control  for  purposes  such  as 
shaft  ins])ection  where  very  low  speeds  arc 
necessan.'. 

In  addition  to  the  ordinary  mechanical 
overwind  and  deceleration  devices,  similar  to 
those  .described  under  the  New  Modder- 
fontein equipment,  two  electrical  limit 
switches  will  be  arranged  for  gearing  one  to 
each  hoist  dnun.  These  will  shut  off  power 
from  the  hoist  motors  and  make  an  emergency 
application  of  the  brakes  in  case  the  skip 
travels  past  the  landing  platfonn  by  any  pre- 
determined amount. 

In  each  shaft  there  will  also  be  located 
switches  actuated  by  the  skips  themselves  to 
form  a  further  protection  against  overwind. 
Re-establishment  of  the  generator  field  after 
an  emergenc\'  shut  down  will  be  prevented, 
by  means  of  an  under-voltagc  contactor  relay, 
until  the  controller  has  first  been  brought  to 
the  off  position. 

To  partly  relieve  the  brakes  under  emer- 
gency conditions  a  de-ice  will  probably  he 
included,  whereby,  should  the  direct-current 


circuit  breaker  trip,  the  armatures  of  the 
hoist  motors  will  be  short  circuited  on  suitable 
resistances. 

Due  to  the  enormous  peak  loads  which  the 
m.ine  power  station  would  have  to  carry%  a 
system  of  relays  and  interlocks  is  now  being 


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Fig.  8.     Calculated  Duty  Cycle  Curves  for  Balanced 
Hoisting  at  the  RandTontcin  Central  Gold   Mine 

worked  out  which  will  prevent  the  two  hoists 
from  being  started  simultaneously  or  ha\'ing 
their  peak  loads  ()\erlai>. 

For  the  medium  and  smaller  hoist  equii)- 
ments,  induction  motor  dri\-e  with  secondary 
control  is  specified  in  most  instances,  chiefly 
because  of  its  low  initial  cost,  simplicity  of 
operation,  and  installation,  and  the  general 
ruggedness  and  dependability  of  the  motor. 

ROSE  DEEP  HOIST 
The  drums  which  are  10  ft.  in  diameter  by 
5  ft.  face  and  are  connected  to  the  shaft  by 
means  of  friction  clutches,  were  formerly 
driv'en  by  a  Vales  and  Thorn  douhlo-landem- 
compound  steam  engine  with  Corliss  gear; 
and  it  was  only  a  short  while  after  the  instal- 
lation of  the  hoist  that  it  was  decided  to 
change  over  to  electric  drive.  The  conversion 
was  accomplished  in  IDIO  by  removing  the 
connecting  rods  and  supplying  a  new  disk  to 
the  dnma  shaft  equipped  with  an  Oldham 
coupling.  The  other  hall  of  this  coupling  is 
carried  by  an  intem\ediate  shaft  upon  which 


INSTALLATIONS  OF  ELECTRIC  MINE  HOISTING  IN  SOUTH  AFRICA      7.S1 


is  mounted  a  double  helical  Citroen  gear  S  ft. 
4  in.  in  diameter  by  15  in.  face.  Geared  to 
this  bv  means  of  a  Citroen  pinion  18  in.  bv 
15  in.  is  the  900-h.p.,  375-r.p.m.,  2000-volt,  50- 
cycle  induction  motor. 

The  mine  shaft  has  a  length  of  2880  feet 
and  is  at  an  inclination  of  37  deg.  to  the  hori- 
zontal. The  amount  of  rock  hoisted  per  trip 
is  SOOO  lb.,  while  the  empty  skip  weighs  630(1 
lb.,  and  the  T^g-in.  rope  2.3  lb.  per  foot. 
Primary  reversing  contactors,  mechanically 
and  electrically  interlocked,  are  installed 
between  the  line  and  motor  and  are  operated 
from  the  driver's  platform  by  a  lever  actuat- 
ing a  small  master  controller. 

Speed  control  is  obtained  by  means  of  a 
liquid  rheostat  in  the  rotor  circuit,  which  pro- 
vides for  gradual  acceleration.  Mine  hoisting 
requires  rather  exacting  characteristics  in  a 
rheostat  of  this  kind.  A  high  resistance  must 
be  provided  for  starting  and  low-speed  run- 


ning, and  a  low  minim.um  resistance  is  essen- 
tial for  high-speed  operation  to  prevent 
excessive  slip  and  loss  in  the  rotor  circuit. 

The  rheostat  under  consideration  is  pro- 
vided with  two  separate  sections  of  electrodes, 
one  consisting  of  widely  spaced  pipes  and  the 
other  of  a  nest  of  closely  spaced  plates.  At 
starting  the  high  resistance  section  only  is 
connected  in  circuit,  but  as  the  level  of  the 
liquid  rises  and  the  motor  speeds  up,  with  a 
consequent  large  decrease  in  secondary  volt- 
age, the  low  resistance  section  is  cut  into  the 
circuit  in  multiple  with  the  pipes  and  the 
motor  acceleration  is  completed.  A  small 
motor-driven  centrifugal  pump  forces  the 
electrolyte  into  the  electrode  chamber  from  a 
storage  tank  formed  by  the  lower  portion  of 
the  rheostat,  where  the  electrolyte  is  cooled 
by  means  of  coils  through  which  water  circu- 
lates. The  speed  and  acceleration  of  the 
motor  is  varied  bv  means  of  a  lever  situated 


TABLE  I 
MOTOR-DRIVEN    MINE    HOISTS    IN    SOUTH    AFRICA    ABOVE    250   HORSE    POWER 

BY   GENERAL   ELECTRIC    COMPANY 


SUPPLIED 


H.P. 


275 
275 
320 

350 
400 
400 
400 
4.50/225 
450  22.") 
4.50 

500 
550 
550 
550 
600 
835 
835 
700 
900 
900 
*2000  1 
2000  J 

»2000  1 
2000  / 

*t2500 
2500 

*t2.500  1 
2500  J 


R.P.M. 

1 
VoUape 

300 

500 

300 

2000 

375 

2000 

273 

2000 

187 'i 

2100 

375 

2000 

375 

2000 

360/180 

2100 

360/180 

2100 

500 

500 

375 

2000 

187  >.; 

2100 

375 

2000 

375 

2000 

375 

2000 

375 

2000 

.375 

2000 

.1.1 

300 

375 

300 

375 

2000 

.53.5 

1000 

.53.5 

1000 

106 

1200 

106 

1200 

Type 
Induc- 
tion or 
Ward 
Leon- 
ard 

Ind. 
Ind. 
Ind. 

Ind. 
Ind. 
Ind. 
Ind. 
Ind. 
Ind. 
Ind. 

Ind. 

Ind. 

Ind. 

Ind. 

Ind. 

Ind. 

Ind. 

W.L. 

Ind. 

Ind. 

W.L. 


W.L. 


Wt. 

of 

)epth 

Ore 

n  Ft. 

Raised 

per 

Trip 

1.500 

4000 

4500 

6000 

6000 

24000 

4500 

8000 

3300 

5700 

3800 

12000 

3800 

12000 

2500 

6000 

2500 

6000 

1850 

10000 

2240 

6000 

2720 

uioon 

2800 

6000 

2800 

6000 

2.500 

6000 

2708 

8000 

.5000 

6000 

3600 

5400 

2500 

10000 

2880 

8000 

2258 

12000 

3540 

16000 

5000 

10000 

5000 

1 0000 

Wt. 
of 
Skip 
and 
Ore 


Rope  Rope 
Speed  >  Dia. 
Ft/mn.|  in  In. 


8000    1200  ,   1 
10000    1440    ; 
37200    750   1 


14000 
11270 
20000 
20000 
10000 
10000 
17000 

10800 
17000 
lOSOO 
10800 
10800 
1.3325 
10000 
13000 
17000 
14300 

32000 


1.500 
1600 
1500 
1.500 
2000 
2000 
1500  I 

2000  ' 
1500 
3000 
3000 
2000 
2000  , 
2000  ' 
2056 
2000  I 
2000  ; 


1 
1 
1 
1 
1 
1 

1 


I '4 


40500        2 


24700  3500 
17.500  4000 
17500  I      4000 


1?4 


Type  of 
Drum 


Cyl. 
Cyl. 
Cy!. 

Cy!. 
Cyl. 
Cyl. 
Cvl. 
Cyl. 
Cyl. 
Cyl. 

Cvl. 
Cyl. 
Cyl. 
Cyl. 
Cyl. 
Cyl. 
Cvl. 
Cyl. 
Cvl. 
Cyl. 

Cyl.  con.  cyl. 


Cyl.  con.  cyl. 
Cyl. 
Cyl. 


Surface 

or 
Under- 
ground 


Surface 

Under 

Under 

Under 
Under 
Under 
Under 
Under 
Under 
Under 

Under 

Surface 

Under 

Under 

Surface 

Under 

Under 

Surface 

Surface 

Surface 

Surface 


Surface 

■  Surface 

Surface 


Where  Installed 


Falcon  Mines.  Rhodesia 
Knight  Central  G.M.  Co. 
Modderfontein  "B"  G.M. 

Co. 
Wit  waters  rand  Deep  G.M. 
Simmer  Deet)  G.M.  Co. 
Government  G.M.  Areas 
Government  G.M.  Areas 
Crown  Mines.  Ltd. 
Crown  Mines,  Ltd. 
Cinderella     Consd.     G.M. 

Co. 
Xourse  Mines,  Ltd. 
Van  Ryn  G.M.  Estates 
Crown  Mines.  Ltd. 
Crown  Mines,  Ltd. 
Bantjes  Consd.  Mines 
Durban  Roodepoort  Deep 
Durban  Roodepoort  Deep 
Cinderella  Mine 
Bantjes  Consd.  Mines 
Rose  Deep,  Ltd. 

\ew  Modderfontein  G.M. 


Crown  Mines.  Ltd. 
Randfontein  Central  G.M. 
Randfontein  Central  G.M. 


*  Motors  and  generators  in  series. 
t  On  order. 

SUMMARY 

No.  of 
Equipments 

19 

H.P. 

9990 

11700 

Ward  Leonard,  above  250  h.p. 

5 

Totals 

24 

24690 

782     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


on  the  driver's  platform  operating  a  hinged 
weir  in  the  electrode  chamber,  and  the  posi- 
tion of  this  weir  determines  the  level  of  the 
liquid.  Due  to  the  limited  capacity  of  the 
pump,  acceleration  beyond  a  predetermined 
rate  is  prevented,  even  should  the  driver 
throw  his  lever  suddenly  in  the  fullspeed 
position.  The  liberal  dimensions  of  the  weir, 
however,  permit  practically  instantaneous 
insertion  of  maximum  resistance  should 
he  throw  his  lever  suddenly  into  the  off 
position. 


The  clutches  and  post  brakes  are  operated 
by  compressed  air.  The  latter  are  auto- 
matically set,  by  controlling  solenoids  wired 
across  a  phase  of  the  main  supply,  should  any 
emergency  causing  the  opening  of  the  main 
circuit  breaker  arise. 

The  installation  thus  briefly  described  is 
typical  of  induction-motor-driven  hoists  on 
the  Rand.  The  majority  of  these  have  been 
operating  since  their  installation  under  ver\- 
hea^n'  duty  cycles  with  unqualified  satisfac- 
tion and  exceptionally  low  maintenance  costs. 


Opportunities  in  Office  Work 

By  Anna  McCann 
Alternating  Current  Engineering  Department,  Gener.\l  Electric  Comp.\nv 


In  these  days,  when  science  is  making  rapid 
strides,  when  men  are  successfully  accomplish- 
ing what  the  great  thinkers  of  a  centur\-  ago 
conceived  as  mere  dreams,  when  we  look  about 
us  and  see  what  has  been  achieved  by  man 
on  the  land,  in  the  water,  and  in  the  air. 
little  do  we  realize  the  many  details  that  have 
had  to  enter  into  the  processes  of  these  inven- 
tions. Do  we,  for  instance,  stop  to  think  of 
the  part  played  by  the  office  force  of  a  great 
concern  ? 

During  the  last  quarter  of  a  century  the 
business  of  the  General  Electric  Company 
has  grown  extensively,  and  its  office  force  has 
kept  pace,  offering  great  opportunity  in  its 
clerical  work.  Nowhere  is  the  change  in  the 
employee's  position  better  illustrated  than 
in  his  conquest  of  office  work.  Unquestion- 
ably, this  is  the  opirortunc  time  for  the  faith- 
ful and  interested  employee. 

Of  the  factors  that  lead  to  a  successful 
office  career,  those  to  be  first  considered  are  of 
a  personal  nature.  This  is  a  day  of  exacting 
requirements  and  consequently  a  contempla- 
tive employee  would  do  well  to  complete  at 
least  a  high  school  course,  so  that  upon  such 
a  foundation  a  thorough  knowledge  of  office 
work  may  be  built. 

Many,  however,  who  ha\'e  risen  to  respon- 
sible positions  have  not  had  the  benefit  of 
a  high  school  training;  a  large  number  ha\c 
had  merel}'  an  elcmentarv'  training  but  pos- 
sess the  natural  ability  and  encrg\-  to  become 
successful.  By  persistent  study  of  English, 
spelling,  and  punctuation,  and  of  the  duties 


of  an  office  employee,  they  acquire  a  good 
all-round  education. 

Another  requirement  of  the  employee  is 
trustworthiness.  Many  persons  hold  excel- 
lent positions  for  the  reason  that  they  are 
dependable;  they  are  often  more  valuable 
to  the  firm  than  one  more  brilliant  and 
clever  but  less  punctual  in  his  duties.  They 
have  the  welfare  of  their  employer  at  heart; 
in  other  words,  they  are  loyal  to  his  interests. 
They  work  not  merely  for  material  returns 
but  because  they  realize  that  they  are  filling 
their  niche  in  the  great  industrial  world. 

Still  another  powcrt'ul  asset  to  a  successful 
office  career  is  a  pleasing  personality.  This 
can  best  be  cultivated  by  reflecting  sincerity 
and  good  feeling  toward  others.  The  employee 
should  so  conduct  himself  that  a  favorable 
impression  will  be  made  upon  those  with  whom 
he  comes  in  contact.  A  dignified,  courteous 
bearing  is  sure  to  win  the  respect  of  all. 

The  efficiency  of  an  office  is  dependent 
upon  each  individual  employee.  In  the  suc- 
cessful pursuance  of  any  worthy  project,  the 
panacea  for  troubles  is  co-operation.  For 
business  success,  the  manager  and  his  subor- 
dinates must  have  at  heart  the  true  interests 
of  the  finn  by  which  they  are  employed.  The 
manager  who  j)laces  certain  responsibilities 
upon  his  subtmlinales.  who  is  not  afraid  to 
intrust  them  with  that  portion  of  the  work 
which  they  are  capable  of  pcrt"onning.  who 
will  lead  but  not  drive,  is  the  one  who  will 
obtain  best  results.  He  will  recognize  those 
who  possess  initiative  and  will   be  glad   to 


OPPORTUNITIES  IN  OFFICE  WORK 


783 


assist  in  the  development  of  ideas  that  will 
make  for  the  success  of  all  concerned. 

Again,  in  the  division  of  labor,  the  mana- 
ger of  an  office  should  show  tact;  he  should 
so  apportion  the  work  that  the  brunt  of  it  will 
not  fall  on  the  most  willing,  but  that  each 
individual  will  be  allotted  his  just  share.  If, 
as  in  other  lines  of  activity,  there  be  one  or 
two  who,  on  account  of  superior  qualifications, 
are  more  valuable  than  the  others,  the  wise 
manager  will  do  all  in  his  power  to  have 
merit  recognized  in  a  substantial  way  followed 
by  words  of  personal  appreciation. 

In  co-operative  relationship  the  manager 
and  his  subordinates  will  be  able  to  work  out 
several  problems  that  will  make  for  the  effi- 
ciency of  the  office.  The  exchange  of  con- 
structive criticisms,  the  keeping  abreast  of  the 
times  by  reading  helpful  business  methods, 
and  the  consideration  of  the  hixman  element — 
that  the  individual  is  subject  to  human  feel- 
ings and  shortcomings — are  forces  which  help 
to  promote  harmony. 

Another  factor  that  must  not  be  lost  sight 
of  in  considering  this  subject  is  the  office 
equipment.  With  the  best  possible  manager 
and  office  force  but  without  proper  equip- 
ment, no  office  can  be  efficiently  conducted. 
Office  ventilation  and  lighting,  attractive  and 
suitable    office    furnishings,    convenient    ar- 


rangement of  desks,  files,  and  other  equip- 
ment, including  cleanliness,  all  tend  toward 
ideal  conditions.  In  bettering  the  physical 
conditions  of  the  office,  much  time  may  be 
saved  and  more  work  accomplished  if  the 
manager  and  his  workers  co-operate  in  the 
study  of  conditions  and  in  the  planning  of 
improvements.  They  surely  are  the  ones 
who  know  to  what  extent  they  are  handi- 
capped by  unfavorable  physical  conditions 
and  should,  when  possible,  confer  to  remedy 
them. 

With  the  expansion  of  the  Company's  busi- 
ness office  conditions  have  not  always  been 
ideal,  in  fact,  they  are  at  present  not  all  that 
could  be  desired;  but,  when  we  look  back 
upon  the  conditions  of  twenty-five  years 
ago  and  compare  them  with  those  of  today, 
we  must  admit  that  the  business  methods 
have  been  progressive,  that  the  morale  of  the 
office  force  has,  in  general,  been  directed 
toward  the  Company's  interests  and  that 
the  Company  in  turn  has  not  failed  to  show 
its  appreciation  of  services  rendered.  That 
the  General  Electric  Company's  office  condi- 
tions are  favorable,  for  the  most  part,  may 
be  evidenced  by  the  fact  that  the  employee 
is  made  to  feel  that  he  is  a  useful  cog  in  this 
great  electrical  industry  to  which  every  em- 
ployee owes  loyalty. 


ERRATA 

A  number  of  typographical  errors  occur  in 
Dr.  Tolman's  article,  "Relativity  Theories  in 
Physics,"  published  in  the  June  number  of 
the  General  Electric  Review.  Of  these 
the  most  important  are; 

Equations  (1)  should  read 

l'=xl     i'  =  xt     ;«'=-     e'  =  e     S'=S 

X 

Equations  (2)  should  read 
E 


v'  =  v     E'- 


;V  x' 


Equation  (14)  should  read 

-I  —  \/-{dx'+ dy'  +  dr^  -c'-dn=0 
Equation  (10)  should  read 


3/^ 


£„ 

2  — \'' gndxi}  +  giidxidxi  +gudxidX3  +...  +etidxt'  =  0 


or 


!/-=f\/J 


S,j  dxj  dXj  =0 


784     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  <) 


A  New  Co-operative  Course  in  Electrical 

Engineering 

By  W.  H.  TiMBiE 
Associate  Professor  of  Electrical  Engineering  at  the  Massachusetts  Institute  of  Technology 

The  co-operative  electrical  engineering  course  described  in  this  article  is  an  attempt  on  the  part  of  the 
General  Electric  Company  and  the  Massachusetts  Institute  of  Technology  to  solve  the  problem  of  supplying 
each  year  to  the  manufacturing  industry  a  number  of  highly  trained  electncal  engmeers  who  can,  in  a  minimum 
length  of  time  after  graduation,  take  responsible  positions  in  the  manufacture  of  electrical  appliances.  In 
this  plan  the  students  have  the  advantage  which  the  Institute  offers  in  the  way  of  theoretical  and  technical 
training  combined  with  the  enormous  resources  which  the  General  Electric  Company  offers  for  practical  ex- 
perience in  the  manufacture  of  electric  appliances.  Most  of  the  theoretical  training  is  given  at  Carabndge; 
the  greater  part  of  the  practical  training  is  given  at  Lynn,  a  distance  of  about  ten  miles  from  Cambridge,  in 
six  thirteen-week  periods  during  the  last  three  years  of  the  five-year  course. — Editor. 


For  the  past  year  the  General  Electric 
Company  in  conjtinction  with  Massachusetts 
Institute  of  Technology  has  conducted  a 
co-operative  course  in  Electrical  Engineering. 
The  co-operative  plan  is  not  new  in  itself. 
The  decided  advantage  of  making  immediate 
connection  between  the  theor\^  as  studied 
in  school,  and  practice  as  it  exists  in  the 
engineering  field,  early  led  to  the  establish- 
ment of  co-operative  courses  abroad.  In  this 
country  Dr.  Herman  Schneider  years  ago 
inaugurated  this  type  of  education  at  the 
University  of  Cincinnati.  Similar  courses 
were  put  in  operation  at  the  University  of 
Pittsburgh  and  other  technical  schools.  The 
cooperative  plan  that  was  started  last  year 
between  the  General  Electric  Company  and 
the  Massachusetts  Institute  of  Technology 
presents  a  wide  divergence  from  other  plans 
both  as  to  the  educational  principles  upon 
which  the  work  is  founded  and  in  the  work- 
ing out  of  the  various  details  of  operation. 

In  the  first  place,  this  co-operative  course 
does  not  take  the  place  of  the  old  and  well- 
established  Electrical  Engineering  Course  at 
the  Institute,  but  is  operated  in  addition  to 
this  course  and  for  a  specific  and  collateral 
object.  It  is  avowedly  an  effort  at  intensive 
training  of  engineers  to  meet  a  specific  de- 
mand. Perhaps  the  easiest  way  to  describe 
just  the  field  that  these  men  arc  being  trained 
for,  is  to  consider  for  a  moment  the  various 
fields  in  which  electrical  engineers  are  needed. 
We  can  roughly  divide  electrical  engineers 
into  three  rather  arbitrary'  divisions: 

First,  the  consulting  engineer,  who  is 
usually  attached  to  one  or  inore  electrical 
com])anies  or  users  of  electrical  power,  to 
advise  them  in  cases  where  expert  electrical 
knowledge  is  needed. 

Second,  the  administrative  engineer  who 
may  have  a  large  financial  responsibility  in 
addition  to  his  duties  as  electrical  engineer. 


Such  a  man  would  be  called  upon  to  take  the 
responsibility  for  the  electrical  end  of  any 
project  in  the  development  and  utilization  of 
electrical  power.  In  fact,  both  of  these  first 
two  types  are  more  closely  connected  with  the 
development  and  administration  of  projects 
for  using  electric  power  than  with  the  manu- 
facture of  the  machinery  involved  in  such 
projects,  and  are  in  fields  which  are  of  them- 
selves of  tremendous  magnitude,  breadth 
and  importance. 

In  the  third  division,  then,  belongs  the 
engineer  who  is  intimately  connected  with  the 
design  and  manufacture  of  electric  machinen,- 
and  accessories.  He  superintends  the  design 
and  manufacture  of  most  of  the  apparatus 
used  by  the  other  two  types.  His  qualifi- 
cations call  for  an  intimate  knowledge  of  the 
best  manufacturing  processes  and  a  thorough 
training  in  modem  research  methods — to 
which  must  often  be  added  the  ability  for 
creative  design.  This  is  the  engineer  that 
the  General  Electric  Company  and  the 
Massachusetts  Institute  of  Technology  are 
endeavoring  to  train  by  means  of  the  <-o 
operative  course  in  electrical  engineering. 

He  is  not  confined  to  manufacturing  elec- 
trical appliances.  This  is  the  engineer  that 
will  be  needed  in  ever  increasing  numbers  as 
the  country  turns  more  and  more  to  the  manu- 
facturing industries  in  order  to  sustain  itself. 
The  alanuing  rate  at  which  the  natural  re- 
sources of  the  country  are  being  depicted  has 
made  it  imperative  that  the  countn,;  at  large 
eventually  rely  almost  entirely  upon  its  manu- 
factures. No  longer  can  we  depend  upon  mir 
exports  of  raw  materials  to  pay  our  bills. 
These  raw  materials,  lumber,  ores,  and  oil, 
must  be  manufactured  into  finished  prod- 
ucts if  the  living  exjienses  of  the  population 
are  to  be  met.  Our  water  ]xiwers  mu.st  be 
utilized  and  new  methods  of  using  our  oil 
and   coal  more  efficicnth-   must    be  devised. 


A  NEW  CO-OPER.\TIVE  COURSE  IN  ELECTRICAL  ENGINEERING 


r85 


In  all  this  work  manufacturing  engineers  of 
the  highest  type  are  needed,  and  become  the 
most  valuable  asset  of  the  country.  It  is  these 
men  who  in  the  last  analysis  must  direct  the 
operation  of  the  nation's  industries;  for  our 
industries  cannot  compete  with  those  of  other 
countries  unless  they  are  conducted  by  men 
who  have  large  vision,  intimate  knowledge 
of  manufacturing  details,  and  a  thorough 
training  in  science  and  scientific  methods. 
Alanufacturing  must  be  conducted  on  a 
sound  financial  basis,  which  means  that 
processes  of  production  must  be  so  managed 
that  the  total  cost  of  the  finished  article  will 
be  low  enough  to  compete  with  the  products 
of  foreign  factories.  For  this  task  the  serv- 
ices of  an  engineer  who  has  a  thorough 
knowledge  of  manufacturing  processes  are 
invaluable  and  his  duties  multifarious.  He 
must  not  only  be  familiar  with  the  best 
methods  of  production,  but  he  must  thor- 
oughly understand  scientific  research,  in 
order  that  he  may  take  advantage  of  dis- 
coveries and  continually  better  his  methods 
of  production.  This  cannot  be  stated  better 
than  in  the  words  of  the  Governor  of  Mass- 
achusetts, Calvin  Coolidge:  "Our  pros- 
perity comes  from  our  industry  and  our 
industry  cannot  flourish  unless  it  is  directed 
with  the  highest  intelligence.  Far  more  in 
the  future  than  in  the  past  will  this  intel- 
ligence call  for  sound  training  in  science  and 
in  its  innumerable  applications  to  industry." 

The  co-operative  electrical  engineering 
course  covers  a  period  of  five  years,  the  first 
two  years  being  identical  with  the  regular 
course  in  electrical  engineering  at  the  Insti- 
tute; the  last  three  years  being  divided  be- 
tween the  instruction  in  theory  at  the  Insti- 
tute and  training  in  manufacturing  methods 
at  the  Lynn  Works  of  the  General  Electric 
Company.  The  co-operative  features  thus 
occupy  only  the  last  three  years,  starting  in 
the  summer  after  the  sophomore  year.  The 
course  is  supervised  by  a  joint  committee  of 
the  Institute  and  the  Company.  A  professor  at 
the  Institute  is  associated  with  an  officer  of  the 
company  in  the  duty  of  supervising  the  prog- 
ress of  the  students  while  at  the  Lynn  Works. 

While  at  the  Works  the  students  are  given 
a  fixed  pa^Tnent  per  week  as  employees  of  the 
Company,  which  is  the  same  for  all  depart- 
ments to  which  the  students  are  assigned. 
At  the  completion  of  the  five  year  course 
the  students  receive  the  Master  of  Science' 
degree  and  the  Bachelor  of  Science  degree, 
their  graduation  taking  place  at  the  regular 
commencement  time  at  the  Institute. 


The  first  class  was  limited  to  thirtv  mem- 
bers. The  class  which  entered  July  Gth  this 
year  consisted  of  sixty.  The  size  of  future 
classes  may  be  still  greater. 

The  first  week  in  July  the  members  of  the 
entire  class  who  have  just  completed  their 
sophomore  year  at  the  Institute  are  sent  to 
the  General  Electric  Company's  Works  at 
Lynn  and  placed  in  various  shops.  Here  they 
remain  for  thirteen  weeks.  At  the  opening 
of  the  fall  term  at  the  Institute,  one  half  of 
the  students  return  to  Cambridge  and  pursue 
for  one  term  what  is  practically  the  regular 
course  in  electrical  engineering.  At  the  end 
of  this  term  they  have  a  vacation  of  two 
weeks  and  then  go  back  to  the  Works  of  the 
General  Electric  Company  for  further  experi- 
ence. The  other  group  then  returns  to  the 
Institute  for  further  theoretical  instruction. 
This  schedule  is  carried  out  for  three  years, 
each  group  spending  alternately  thirteen 
weeks  at  the  General  Electric  Company's 
plant  and  eleven  weeks  at  the  Institute.  The 
vacation  of  two  weeks  given  the  students  at 
the  end  of  their  period  at  the  Institute 
divides  the  year  into  four  equal  periods  of 
thirteen  weeks  each.  The  last  period  of  the 
fifth  year  is  spent  by  both  groups  at  the 
Institute,  so  that  the  two  groups  graduate 
together  at  the  regular  commencement  time; 
yet  each  group  has  spent  an  equal  number  of 
weeks  in  theoretical  instruction  and  practical 
application. 

Perhaps  the  most  striking  feature  in  which 
this  arrangement  differs  from  the  former 
co-operative  plans  is  in  the  length  of  the 
periods.  This,  however,  is  perhaps  the  least 
important  difference.  It  was  endeavored 
to  arrange  the  details  of  the  course  so  that 
they  would  fit  into  a  system  of  education 
which  the  founders  believe  is  basic.  This 
system  combines  the  rudiments  of  S]:)encer's 
theory  of  education  with  the  central  idea  of 
Josiah  Royce's.  It  is  an  endeavor  to  develop 
all  the  desirable  sides  of  a  student's  mind, 
character,  and  body,  and  at  the  same  time 
inculcate  in  him  the  spirit  of  loyalty  to  his 
life  work.  The  course  had  to  be  planned  so 
that  these  several  activities  would  be  carried 
on  uninterruptedly  throughout  the  periods 
which  the  student  spends  at  the  Institute 
and  at  the  Works.  You  will  note  that  in  the 
scheme  as  outlined,  the  following  activities 
are  carried  on  continuously  throughout  the 
course:  Instruction  is  given  in  theory, 
classes  are  conducted  in  some  humanistic 
study,  time  is  given  and  facilities  provided 
for  collateral  reading,  and  arrangements  are 


786     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  9 


made  for  physical  exercise  and  recreation. 
The  change  at  the  end  of  each  period  there- 
fore does  not  mean  so  much  a  change  in  occu- 
pation as  a  change  in  emphasis,  and  the  length 
of  the  periods  thus  becomes  a  rather  unim- 
portant detail. 

The  period  of  thirteen  weeks  at  the  shop 
and  eleven  weeks  at  the  Institute  followed 
by  a  vacation  of  two  weeks  was  decided  upon 
for  the  following  reasons:  It  was  believed 
that  the  period  at  the  Works  should  be  long 
enough  for  the  student  to  spend  in  each 
department  an  uninterrupted  period  of  suffi- 
cient length  to  become  thoroughly  familiar 
with  the  men,  methods,  materials  and  spirit 
of  that  department.  In  some  departments 
the  time  required  for  this  is  practically  three 
months,  and  in  others  it  may  be  as  low  as  one 
month.  The  thirteen  weeks  period  will 
therefore  meet  the  conditions  required  for 
those  departments  in  which  he  must  spend 
the  longest  time  and  does  not  prevent  him 
from  dividing  his  time  among  two  or  three 
departments,  in  case  he  is  able  to  master 
the  details  in  a  shorter  time.  The  same  is 
true  concerning  the  length  of  the  period  at 
the  Institute.  The  shortest  course  at  Tech- 
nology is  ten  weeks  in  length,  and  all  longer 
courses  are  some  multiple  of  ten  weeks.  The 
student  is  thus  able  to  pursue  his  studies  at 
the  Institute  in  units  of  standard  length. 
Furthermore,  the  fact  was  not  lost  sight  of 
that  at  each  change  some  time  was  lost  by  the 
student  in  getting  started  on  the  new  work. 
Therefore,  the  periods  were  made  of  sufficient 
length  to  keep  the  number  of  changes  as  low 
as  practicable.  Finally  it  was  hoped  that 
the  length  of  the  period  had  l)een  so  chosen 
that  the  sojourn  at  the  Works  would  come  as 
a  sort  of  mental  relief  and  recreation  from  the 
term's  work  at  the  Institute.  In  fact  it  was 
hoped  that  toward  the  end  of  the  term's 
work  the  student  would  begin  to  look  forward 
to  the  change  as  a  welcome  break  in  the 
routine  of  study,  and  on  the  other  hand,  that 
the  length  of  the  period  at  the  Works  would 
be  .sufficient  to  quicken  his  desire  and  apjxnitc 
for  further  mental  concentration  and  study. 
The  fact  is,  the  thirteen  weeks'  period  has 
pro\'ed  that  these  results  have  been  accom- 
plished. Whether  a  somewhat  shorter  or 
longer  period  would  produce  the  same  results 
has  not  been  experimented  with,  because  the 
period  of  thirteen  weeks  fits  into  the  Institute 
calendar  in  such  a  way  that  the  periods  s])cnt 
at  the  Institute  are  jiracticably  coincident 
with  the  regular  Institute  terms.  So  much  for 
the  length  of  period. 


The  real  vital  difference  between  this 
course  and  other  co-operative  courses  con- 
ducted in  this  country,  is  the  fact  that  the 
co-operating  company  recognizes  that  for 
three  years  these  students  are  placed  in  its 
plant  for  the  particular  purpose  of  being 
educated  and  trained  as  electrical  engineers 
of  a  particularly  high  grade.  There  is  not  the 
slightest  effort  or  inclination  on  the  part  of 
this  Company  to  use  these  students  for  the 
purpose  of  getting  out  greater  immediate  pro- 
duction. It  is  clearly  understood  that  these 
students  are  in  the  shops  and  offices  to  leam 
manufacturing  methods,  and  the  best  relations 
of  labor,  mechanism,  and  materials  in  high- 
grade  production,  and  to  leam  them  thor- 
oughly. Because  he  can  best  obtain  this 
knowledge  by  actually  doing  the  work  himself, 
and  because  the  skill  which  he  attains  in  any 
process  is  the  only  fair  indication  of  his  knowl- 
edge of  that  process,  the  student  is  put  on 
the  company's  pay  roll  and  becomes  part  of 
its  organization.  The  length  of  time  spent  in 
each  department  is  regulated  not  by  the  needs 
of  that  department  but  by  the  value  of  the 
experience  to  the  student.  As  soon  as  it  is 
deemed  that  he  has  all  the  knowledge  of  the 
details  of  the  department  that  a  manufactur- 
ing engineer  should  have,  he  is  immediately 
changed  to  another  department.  This  change 
is  made  upon  consultation  between  the  fore- 
man of  the  shop,  the  officer  of  the  Company, 
and  the  professor  of  the  Institute,  who  are 
associated  in  conducting  the  course. 

It  is  not  to  be  inferred  from  this  statement 
that  the  co-operative  students  do  not  work 
as  earnestly  and  as  consistently  as  the  other 
men  in  the  various  departments.  The 
co-operative  students  are  graded  on  the 
amount  and  the  quality  of  the  work  which 
they  do  in  the  various  shops,  and  as  strong 
inducements  to  do  good  work  are  put  before 
them  as  are  put  before  the  regular  workmen. 
The  only  difference  between  their  work  and 
that  of  the  other  employees  is  that  the 
students'  work  is  so  laid  out  that  they  receive 
a  maximtun  amount  of  experience  from  each 
job  and  they  are  kept  at  it  just  long  enough 
to  enable  them  to  become  fairly  proficient  in 
the  necessary-  operations.  In  this  way  the 
minimimi  amount  of  time  is  spent  in  learning 
the  details  of  manufacture  in  the  different 
shops,  testing  departments,  drafting  rooms 
and  engineering  offices. 

This  spirit  on  the  part  of  the  co-operating 
company  is  the  fundamental  contribution 
which  this  co-operative  scheme  offers  to 
engineering  education.     All  the  other  points 


A  NEW  CO-OPERATIVE  COURSE  IN  ELECTRICAL  ENGINEERING 


787 


of  difference  between  this  and  other  co-oper- 
ative courses  are  made  possible  and  have 
their  origin  in  this  spirit  of  the  General 
Electric  Company,  which,  we  believe,  is  the 
true  CO  operative  spirit.  It  is  the  one  factor 
which  has  allowed  us  to  carry  out  the  plans 
of  the  originators  and  to  make  such  innova- 
tions and  experiments  as  we  believe  will 
improve  the  curriculum.  I  will  explain  a 
few  of  these  innovations  more  in  detail  later, 
but  I  want  it  clearly  understood  that  it  is 
not  these  changes  and  departures  from  the 
ordinary  curricula  which  are  the  important 
things  in  this  course,  but  rather  the  real  co- 
operation which  the  General  Electric  Com- 
pany has  offered. 

Do  not  think,  however,  that  this  Company 
has  an  entirely  unselfish  motive  in  this  work. 
The  officials  of  the  Company  frankly  confess 
that  they  are  pursuing  this  work  because 
they  believe  that  by  this  method  they  can 
procure  the  future  engineers  who  will  be  so 
badly  needed  by  the  Company  and  by  other 
industrial  concerns  in  the  near  future.  It  was 
because  they  believe  that  this  is  the  best  way 
to  secure  these  men  that  they  have  entered 
into  this  scheme  and  after  one  year's  trial 
they  report  that  they  are  more  convinced  than 
ever  of  the  value  of  co-operative  education 
conducted  along  these  lines. 

Perhaps  the  spirit  in  which  the  work  is 
being  done  is  most  clearly  manifested  in  the 
attitude  which  the  ofificials  of  the  Company 
are  showing  in  their  lectures  on  manufactur- 
ing methods.  Once  a  week  one  of  the  super- 
intendents has  the  students  come  to  his 
office,  and  in  an  informal  way  talks  to  them 
for  an  hour  concerning  the  details  of  the  work 
of  which  he  is  in  charge.  This  feature  was 
introduced  into  the  course  at  the  suggestion 
of  one  of  the  superintendents  and  is  given 
entirely  upon  the  superintendent's  own  time. 
Some  of  these  men  have  already  prepared 
six  or  seven  talks  on  their  work,  many  of 
them  illustrated  with  lantern  slides;  some 
have  prepared  exhibits  of  the  work  in  the 
shops,  showing  the  material  in  the  different 
stages  of  manufacture,  and  arranged  in  order 
of  the  processes.  Others  have  arranged  to 
have  the  students  come  to  their  shops  in  small 
groups  in  order  to  follow  through  the  manu- 
facture of  some  typical  article  so  that  they 
may  become  familiar  with  the  output  and  the 
processes  before  the  lecture  is  given.  When 
we  think  of  the  amount  of  labor  and  time  that 
is  involved  for  the  superintendent  who  does 
these  things,  we  can  appreciate  how  the 
spirit   of  the   originators   of  the   course   has 


permeated  the  personnel  of  the  Works.  It 
has  entered  into  the  attitude  of  the  workmen 
themselves,  who  at  all  times  have  shown  the 
finest  spirit  of  helpfulness  and  of  real  co- 
operation. Twenty-eight  students  mingled 
for  a  whole  year  with  the  other  employees  of 
the  shops  and  offices  and  experienced  nothing 
but  extreme  courtesy  and  eagerness  on  the 
part  of  the  men  to  show  them  all  about  the 
work  and  to  demonstrate  and  explain  the 
details  of  particular  processes.  This,  it  seems 
to  me,  shows  the  degree  to  which  the  Company 
has  entered  into  this  scheme  as  a  purely  co- 
operative project. 

Of  course,  you  must  also  appreciate  that 
the  students  have  done  their  share  in  co- 
operating. They  have  in  every  case  entered 
into  the  spirit  and  work  of  the  shops  and 
offices  and  have  quickly  become  a  part  of  the 
company.  Particular  attention  was  paid  to 
impressing  upon  the  students  the  great 
factor  which  human  engineering  plays  in  their 
chances  for  success.  They  are  impressed 
with  the  fact  that  nothing  is  of  more  im- 
portance than  to  understand  the  sterling 
qualities  of  the  men  with  whom  they  are 
working,  to  study  and  learn  how  to  adapt 
themselves  to  the  personal  characteristics 
and  eccentricities  of  the  various  foremen 
under  whom  they  are  working— that  these 
things  will  be  of  the  utmost  importance  when 
they  are  in  a  position  to  direct  the  work 
of  others.  Therefore  during  their  sojourn  at 
the  shop  they  get  experience  not  only  in 
electrical  engineering  but  also  in  human 
engineering,  and  each  man's  progress  along 
this  line  is  followed  carefully  by  those  in 
charge  of  the  course.  Do  not  get  the  idea 
from  this,  however,  that  the  students  are  in 
any  way  coddled.  Here  is  an  excellent 
chance  for  them  to  learn  to  stand  on  their 
own  feet  with  all  kinds  of  fellow  workmen 
and  all  kinds  of  foremen,  and  they  are  com- 
pelled to  do  so.  Of  course,  they  make 
mistakes  and  occasionally  get  into  trouble, 
but  it  is  better  for  them  to  make  these 
mistakes  and  get  into  these  few  troubles  while 
they  are  still  students  under  the  supervision 
of  the  instructing  staff  of  the  plant  and  school 
rather  than  later.  Each  mistake  is  used  as 
material  to  impress  upon  them  the  value  of 
human  engineering.  They  are  thus  able  to 
learn  valuable  lessons  without  having  to 
suffer  too  severely  from  the  mistakes. 

Great  credit  belongs  to  Magnus  W. 
Alexander,  whose  initiative  was  a  principal 
force  in  the  origination  of  the  plan,  and  to 
C.    K.    Tripp,    Superintendent    of    Appren- 


788     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  9 


tices,  of  the  General  Electric  Company  for  the 
excellent  work  they  have  done  along  these 
lines.  They  have  worked  out  highly  success- 
ful methods  for  utilizing  in  the  most  practical 
way  all  the  opportunities  which  the  shop  work 
affords  for  education  and  training  in  the 
human  element  of  the  job.  To  be  sure,  they 
have  thrown  themselves  enthusiastically  into 
all  activities  of  the  work  and  have  brought 
to  the  task  experience  of  twenty  years  in 
training  executives.  But  in  the  development 
of  the  human  side,  I  believe  they  have 
contributed  a  particularly  valuable  feature 
to  the  educational  program  of  engineers. 
This  discussion  is  a  little  from  the  point  I 
was  trying  to  bring  out,  but  I  believe  it  shows 
how  the  far-sighted  policy  of  the  co-operating 
company  allows  us  to  broaden  the  training 
in  every  desirable  way. 

As  the  third  point  of  difference  from  other 
co-operative  courses,  should  be  mentioned  the 
continuity  of  the  theoietical  studies  and 
humanistic  subjects.  All  through  the  course, 
both  while  at  the  Institute  and  during  his 
sojourn  at  Lynn,  the  co-operative  student  is 
pursuing  the  study  of  electrical  engineering 
theory.  At  the  same  time  he  is  taking  courses 
in  the  study  of  English.  While  the  main 
purpose  of  the  latter  is  to  train  the  engineer 
in  more  effective  speaking  and  writing,  it 
also  affords  opportunities  for  enlarging  his 
vision  and  creating  new  interests.  Accord- 
ingly when  a  student  goes  to  the  Works  he 
continues  the  study  of  electrical  engineering 
just  as  though  he  were  at  the  Institute. 
During  this  period,  however,  we  have  found 
that  he  can  comfortably  cover  only  about  half 
as  much  ground  as  he  would  in  a  like  period  at 
the  Institute.  This  schedule  calls  for  six 
hours  of  study  per  week  and  three  recitation 
hours  for  the  two  subjects.  Electrical  Engineer- 
ing and  English.  Thus,  including  the  one  hour 
lecture  given  by  the  sho])  superintendent  each 
week,  the  students  spend  ioxir  hours  per  week 
in  recitations  or  lectures.  Their  schedule  at 
Lynn,  therefore,  comprises: 

48  hours  per  week  in  sho])  or  offices 
4  hours  ])cr  week  in  class  room  work 
()  hours  ])er  week  in  jireparation  for  class 
room  work. 

This  schedule  allows  the  student  to  do  all 
his  study  in  three  evenings  a  week  and  yet 
get  to  bed  at  half-past  nine.  There  is  still 
left  for  him  three  week-day  evenings,  Satur- 
day afternoon,  Sunday  and  Sunday  evening 
for  collateral,  reading  and  recreation.  At 
the  Institute  his  schedule  calls  for  a  total  of 
forty-eight  hours  per  week  in  class  room  and 


preparation.     Thus  while  he  is  at  the  Works 
the   student's   weekly   schedule   is   increased    L 
from  forty-eight  hours  of  classroom  and  study    f 
to  fifty-eight  hours  of  a  combination  of  shop 
work  and  mental  work. 

Inasmuch  as  the  material  used  in  the  )■ 
study  of  English  and  the  method  of  con- 
ducting the  English  classes  is  unique.  I  |j 
believe  a  word  concerning  this  work  would 
be  interesting.  It  is  a  well  known  fact  that 
engineering  students  as  a  class  have  an 
aversion  to  the  study  of  English  for  its  own 
sake.  So  it  was  felt  necessar\'  to  arouse  aii 
interest  in  this  work  before  starting  it.  A 
plan  which  was  conceived  by  Professor  H.  G. 
Pearson,  head  of  the  English  and  History 
department  at  the  Institute,  was  adopted. 
At  the  first  session,  letters  from  successful 
graduates  of  the  Institute  were  read  to  the 
class.  These  letters  all  brought  out  the  fact 
that  the  higher  the  engineer  rises  in  his 
profession,  the  greater  is  his  need  to  be  able 
to  speak  well  and  to  write  well.  Several 
instances  were  cited  where  promising  engi- 
neering projects  were  turned  down  by  com- 
mittees or  boards  of  directors  because  the 
engineers  back  of  the  schemes  were  unable  to 
present  their  side  of  the  case  effectively,  while 
a  lawyerwho  knewnothing  about  the  engineer- 
ing features  was  able  to  talk  effectively  and 
persuasively.  The  class  was  then  formed  into 
a  committee  or  a  board  of  conferees  and  the 
session,  instead  of  being  called  a  "recitation 
in  English,"  was  called  a  "meeting  of  the 
board."  At  each  of  its  sittings  one  of  the 
students  presided,  and  two  or  three  members. 
acting  as  a  subcommittee,  presented  a  report 
to  the  board  and  advocated  its  adoption. 
This  report  generally  consisted  of  some 
engineering  project.  For  instance,  at  a 
typical  session,  the  class  was  formed  into  a 
committee  from  a  manufacturing  company 
about  to  build  a  machine  shop  of  a  given  size, 
and  requiring  a  definite  amount  of  energy  for 
lighting,  heating  and  power.  Two  members 
of  the  class,  acting  as  engineers  of  a  company 
dealing  in  power  plant  equipment  and  sup- 
plies. ])ut  before  the  board  the  advantages  of 
the  comi)an\-  owning  its  own  jjower  plant. 
Two  other  members  of  the  class  representing 
the  local  electric  jjower  company  advocated 
that  the  board  purchase  central  station  power. 
After  the  presentation  of  each  side,  the  class 
discussed  the  matter  and  finally  voted  upon 
the  question.  The  presentation  and  dis- 
cussion were  made  without  notes,  cxcei^t 
for  numerical  data,  etc  At  the  close  of  the 
discussion  an  instructor  in  Englisli  criticized 
the  session,  taking  up  such  jxtints  as  the  work 


A  NEW  CO-OPERATIVE  COURSE  IN  ELECTRICAL  ENGINEERING 


789 


of  the  presiding  officer,  showing  how  he  might 
have  avoided  some  of  the  difficulties  he 
encountered,  and  how  he  might  have  more 
easily  extricated  himself  from  those  he  did  get 
into.  The  effectiveness  of  the  presentation 
of  the  subject  was  taken  up  from  the  gram- 
matical, literary,  and  psychological  stand- 
points, the  discussion  of  the  class  was  com- 
mented upon  from  the  point  of  view  of  its 
relevancy,  and  the  vote  of  the  class  was 
criticized  as  to  whether  the  class  had  really 
voted  upon  the  merits  of  the  question.  A 
member  of  the  engineering  faculty  usually 
discussed  the  whole  subject  from  an  engi- 
neering standpoint,  generally  as  to  whether  a 
fair  statement  of  the  facts  had  been  made.  At 
the  succeeding  session  of  the  class,  a  written 
report  was  always  handed  into  the  English  in- 
structor by  the  men  presenting  the  projects  to 
the  class  and  by  the  secretary  of  the  board. 
During  the  first  period  at  the  Works  every 
man  in  the  class  had  an  opportunity  to  serve 
on  two  subcom:nittees,  to  preside  over  the 
meetings  twice,  and  act  as  secretary  twice. 

During  the  second  period  at  the  Works,  the 
sessions  in  English  took  a  different  tack. 
On  the  previous  occasion,  emphasis  had  been 
placed  on  effective  presentation  of  engineering 
projects  in  the  interest  of  some  company  for 
which  the  student  was  supposed  to  be  work- 
ing. Dtiring  this  term's  work  the  emphasis 
was  laid  upon  the  effective  selling  of  one's 
own  service  or  project.  The  instructor  took 
pains  to  explain  the  purpose  of  this  term's 
work  before  asking  the  students  to  talk  or  to 
write.  He  showed  them  that  each  letter  and 
each  article  that  they  wrote  was  written  for 
the  purpose  of  producing  a  certain  effect  and 
everything  in  the  letter  or  article  should  add 
to  this  effect;  that  any  piece  of  writing  was 
effective  only  in  so  far  as  it  produced  the 
result  that  was  desired.  A  letter  written  for 
the  ]3uq30se  of  obtaining  the  writer  a  job  is 
effective  if  it  lands  the  job.  A  prospectus 
written  for  the  purpose  of  selling  goods  is 
effective  if  it  sells  the  goods.  In  keeping  with 
this  idea  the  instructor  put  forward  as  the  aim 
of  this  term's  work,  effectiveness  in  writing. 
Every  bit  of  writing  done  that  term  was  to 
have  a  definite  purpose  and  be  written  to 
produce  a  certain  effect.  Such  exercises  as 
these  were  used:  Write  a  description  of  a 
dusty  room  which  will  make  the  reader 
sneeze.  Write  a  letter  asking  for  an  appoint- 
ment that  will  make  the  reader  really  desirous 
of  seeing  you. 

When  the  idea  and  aim  of  this  course  was 
understood,  and  the  purpose  of  these  themes 
explained,    interesting    writing    competitons 


arose  and  work  which  formerly  was  looked 
upon  as  drudgery  became  an  exciting  contest. 
The  class  used  as  a  textbook  examples  of 
forceful  writing  contained  in  a  volume  of 
short  articles  by  a  well  known  reporter. 

I  have  dwelt  at  considerable  length  upon 
this  first  year's  work  in  English  because  I  am 
convinced  of  its  importance  to  engineers.  We 
still  have  two  more  years  with  this  class  in 
which  to  continue  the  work,  and  plans  are 
being  formulated  to  develop  courses  which 
combine  industrial  psychology  and  instruction 
in  English  in  such  a  way  as  to  appeal  to  the 
engineering  student  and  induce  him  to  put 
sufficient  effort  into  the  work  to  make  it 
effective. 

To  go  back  to  the  differences  between  this 
co-operative  course  and  others,  I  should  like 
to  mention  as  a  fourth  point  the  provision 
which  is  made  for  further  liberalizijig  the 
engineering  student's  education  by  means  of 
collateral  reading.  So  important  do  we  con- 
sider this  side  of  the  engineer's  education  that 
his  program  has  been  laid  out  with  the  defi- 
nite purpose  of  giving  him  an  opportunity  for 
reading  outside  of  the  prescribed  courses. 
We  thoroughly  believe  in  the  desirability  of 
creating  the  habit  of  general  reading  on  the 
part  of  the  engineer.  This  is  in  line  with  our 
conviction  that  if  the  men  with  engineering 
training  can  be  induced  to  bring  this  training 
to  bear  on  public  questions  and  civic  affairs, 
a  great  dynamic  force  for  good  will  be  put  into 
public  life,  a  force  which  has  behind  it  all  the 
power  of  a  highly  trained  mind. 

The  fifth  point  of  difference  which  this 
course  offers  is  the  intense  spirit  of  loyalty 
which  has  been  inculcated  in  the  members 
of  this  course;  a  loyalty  to  one  another,  to  the 
Institute,  and  to  the  co-operating  company. 
Several  things  have  contributed  to  bring 
about  these  conditions.  First,  the  closest 
connection  has  at  all  times  been  maintained 
between  the  Institute  and  the  group  at  the 
plant  of  the  co-operating  company.  On  three 
or  four  days  each  week  a  member  of  the 
electrical  engineering  department  of  the 
Institute  spends  a  half  day  at  the  plant  visit- 
ing the  various  shops  and  offices  to  which  the 
students  are  assigned,  or  to  which  they  are  to 
be  assigned.  In  this  way,  as  well  as  by  the 
direct  contact  which  is  maintained  in  the  two 
sessions  a  week  in  the  class  room,  the  student 
is  made  conscious  of  the  supervision  which 
the  Institute  exercises  over  his  work  in  the 
shop.  Another  feature  which  has  not  only 
kept  the  men  closer  to  the  Institute,  but  has 
made  a  closer  bond  between  the  m-embers  of 
the  two  groups  of  co-operative  students,  has 


790     September,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  9 


been  the  practice  of  having  the  group  at  the 
Institute  visit  the  Lynn  Works  on  evenings 
when  the  officials  of  the  company  deliver  their 
lectures  on  manufacturing  methods.  During 
good  weather  the  department  of  electrical 
engineering  furnished  automobiles  for  the 
transportation  of  the  men.  The  members 
of  the  group  at  Lynn  were  also  encouraged 
to  make  frequent  trips  to  the  Institute  and  to 
enter  into  the  student  activities  there  when- 
ever it  was  possible. 

The  fact  that  these  students  are  all  taking 
thes^meco-operativecourseat  the  same  institu- 
tion, and  areworking  for  the  same  co-operating 
company,  and  finally  are  living  together  under 
the  very  pleasantest  conditions,  quickly 
develops  this  three-fold  loyalty.  It  is  this 
loj-alty  to  the  Institute  and  to  the  Company, 
founded  upon  the  student's  conviction  that 
both  the  Institute  and  the  Company  are 
planning  the  work  for  his  highest  education 
and  best  welfare,  that  in  the  last  analysis 
must  be  depended  upon  to  produce  results  in 
the  way  of  conscientious  and  intelligent  effort 
in  delivering  an  honest  day's  work  in  the 
plant  and  in  doing  the  full  quota  of  study. 
Finally  the  co-operating  company  relies  upon 
this  loyalty  to  influence  some  of  the  men  in 
each  class  to  remain  with  the  company  after 
completing  the  course. 

As  the  sixth  point  of  difTerence  in  conduct- 
ing this  work  should  be  mentioned  the  fact 
that  throughout  the  three  years  the  students 
are  kept  in  the  plant  of  the  same  co-operating 
company.  Under  the  right  conditions  we  feel 
that  this  has  its  decided  advantages,  because 
once  the  officials  of  a  company  have  deter- 
mined upon  a  policy,  this  policy  can  be 
maintained  and  pursued  in  every  department 
through  which  the  students  pass.  Of  course 
the  company  must  be  of  such  a  size  that  it 
has  all  the  departments  in  which  an  electrical 
engineer  needs  experience.  The  General 
Electric  Company  admirably  meets  these 
requirements.  It  designs  and  manufactures 
electrical  and  mechanical  machinen,-  and 
apparatus  of  nearly  every  description  and  of 
the  widest  range  of  capacities,  and  many 
mechanical  devices  large  and  small,  some 
of  the  most  intricate  design.  Thus  we  are 
able  to  offer  the  student  a  wide  choice  in  the 
departments  in  which  he  is  to  get  his  experi- 
ence as  well  as  in  the  particular  branch  he 
desires  to  specialize  in.  This  arrangement 
has  the  advantage  of  offering  the  student 
the  same  diversity  of  work  which  a  large 
ntmiber  of  smaller  companies  might  offer  him, 
without  the  disadvantage  of  a  lack  of  co- 
ordination in  details  and  in  educational  ideals. 


The  only  remaining  point  of  difference  I 
wish  to  call  attention  to  is  the  unusual  amount 
of  theoretical  work  in  the  course  and  the  fact 
that  a  Master's  degree  is  awarded  by  the 
Institute  upon  the  completion  of  the  five 
years'  work.  From  the  beginning  of  his  fresh- 
man year  to  the  end  of  his  postgraduate  year, 
the  student  pursues  one  course  after  another 
in  mathematical  physics.  In  the  middle  of  his 
sophomore  year  he  starts  his  work  in  the 
principles  of  electrical  engineering  and  con- 
tinues it  without  a  break  four  terms  a  year 
for  the  remaining  three  and  one  half  years 
of  his  course.  During  the  last  year  the  work 
at  the  Institute  is  composed  of  advanced 
research  and  creative  design,  while  at  the 
Works  the  student  is  given  experience  in  the 
research  laboratories  of  the  company,  or 
upon  important  work  in  the  engineering  and 
manufacturing  offices.  For  a  successful 
completion  of  this  course  the  institute  con- 
fers the  degree  of  Master  of  Science.  The 
degree  of  Bachelor  of  Science,  conferred  as  of 
the  year  preceding  the  conferring  of  the 
Master's  degree,  is  associated  with  the 
Master's  degree.  By  this  the  Institute  shows 
its  appreciation  of  the  value  of  advanced 
theoretical  training  combined  with  practical 
experience,  which  has  been  intelligently 
planned  and  carefully  supervised. 

In  conclusion  it  may  be  fairly  stated  that 
the  one  year's  experience  with  this  course 
has  demonstrated  that  it  represents  a  work- 
able program  in  electrical  engineering  that 
includes  the  following  three  fundamental 
elements  which  it  has  become  recognized 
should  be  a  part  of  the  training  of  even.- 
modem  engineer. 

1.  It  includes  eighteen  months  practical 
experience  in  the  industry-;  experience  which 
is  not  gained  hit-or-miss.  but  experience 
which  has  been  carefully  jilanned  and  thor- 
oughly supervised.  Evcr\-  engineer  must 
sooner  or  later  obtain  such  experience  before 
he  can  fill  any  responsible  ixisition. 

2.  It  provides  a  greater  amount  of  the- 
oretical training  than  is  usually  given  in  a 
course  of  electrical  engineering.  The  practi- 
cal experience,  therefore,  is  not  gained  at  the 
expense  of  the  theoretical  instruction  which, 
above  cven.-thing  else,  it  is  the  function  of  the 
school  to  provide. 

:?.  It  is  enriched  with  a  wealth  of  luiman- 
istic studies  and  experience  in  human  engineer- 
ing which  it  is  believed  is  adequate  to  enable 
the  young  engineer  early  to  lake  his  rightful 
place  among  his  fellow  workers  in  the  industry 
and  among  his  fellow  citizens  in  social  activi- 
ties. 


A  GROUP  OF  ARTICLES  ON 


RADIO  COMMUNICATION 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.   10 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady.  N.    Y. 


OCTOBER,   1920 


RADIO   FREQUENCY    ALTERNATORS   IN   THE   RADIO   TEST   BUILDING   OF   THE 
GENERAL  ELECTRIC   COMPANY,   SCHENECTADY,   N.   Y. 


For 
Fractional  H.  P.  Motors 

SOME  things  are  so  unalterably  good,  so  inescapa- 
bly essential,  as  successfully  to  resist  even  the 
cheapening  effect  of  low-priced  competition.  With 
the  passing  of  years,  the  demand  steadily  increases 
for  "NORffifl  Precision  Bearings — an  inevitable  result 
of  the  steadiU'  growing  appreciation  ot  quality  as  a 
factor  in  serviceability.  A  "NORfflfl"  equipped  elec- 
trical machine  is  a  better,  more  serviceable,  more 
dependable,  more  protitable  machine — tor  builder 
and  buyer. 

See  that  your  Motors 
are  "NORfflfl"  Equipped 

THE  M^HM/^  (g^MF/^MY 

l^u§  IglaniKol  €S^ 

Ball,  Roller,  Thrust  and  Combination  Bearings 


General  Electric  Review 

A  MONTHLY  MAGAZINE  FOR  ENGINEERS 

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Vol.    XXIII,    XO.    1(1 ,y  Cn^j7E^r^^,.l,o„r OcTOBER,    1920 

CONTENTS  Page 

Frontispiece;  Charles  E.  Patterson 792 

Editorial : 

The  Development  and  Commercial  Application  of  Radio  Communication 

Charles  E.  Patterson  Elected  a  Vice-president  of  the  General  Electric  Company  .      793 

Transoceanic  Radio  Communication 794 

By  E.  F.  W.  Ale.xanderson 

Radiophone  Transmitter  on  the  U.S.S.  George  Washington S04 

By  John  H.  Payne 

Duplex  Radiophone  Receiver  on  U.S.S.  George  ]]'asli!ngton S07 

By  Harold  H.  Beverage 

The  .■\lexanderson  System  for  Radio  Communication 813 

By  Elmer  E.  Bucher 

Some  Practical  Operating  Features  of  Tungsten  Filament  Electron  Tubes     ....      840 

By  W.  C.  White 

The  Production  and  Measurement  of  High  \'acua 

Part  \'.     Manometers  for  Low  Gas  Pressures 847 

By  Saul  Dush.man 

A  Special  Form  of  Phosphoroscope 856 

By  W.  S.  Andrews 

The  Cooper  Hewitt  Lamp 

Part  II.     Development  and  Application 858 

By  L.  J.  BuTTOLPH 


CHARLES  E.   PATTERSON 
Elected  a  Vice-President  of  the  General  Electric  Ccmpany  Stptember  10.  1920 


General  Electric  Review 


THE    DEVELOPMENT    AND     COMMERCIAL 

APPLICATION    OF    RADIO 

COMMUNICATION 

To  one  who  does  not  follow  the  art  of 
radio  communication  by  a  study  of  its  tech- 
nical literature,  information  as  to  its  progress 
comes  chiefly  from  newspaper  items  and 
articles  of  a  more  or  less  popular  nature.  To 
the  engineer,  however,  such  references  are 
often  not  very  satisfactory. 

This  condition  is  largely  due  to  the  fact 
that  no  part  of  the  electrical  apparatus  em- 
ployed is  operated,  or  in  most  cases  is  even 
seen,  by  the  person  sending  or  receiving  the 
message.  With  the  telephone,  electric  light, 
and  most  of  the  applications  of  electric  power 
a  part  at  least  of  the  apparatus  is  in  plain 
view,  and  changes  and  improvements  are 
quickly  noted  and  interest  aroused  to  learn 
further  of  the  nature  of  the  changes. 

To  a  person  just  becoming  familiar  with 
this  art  it  would  also  seem  that  the  amount 
of  time,  effort,  and  expense  devoted  to  re- 
search and  development  work  is  out  of  all 
proportion  to  the  relatively  small  amount 
of  apparatus  built  and  actual!}'  used  com- 
mercially. Nevertheless  while  radio  com- 
munication has  been  in  real  practical  use  for 
over  15  years,  many  new  developments  are 
usually  made  even  today  between  the  iimc 
of  the  preliminary  design  of  a  radio  set  and 
manufacture  in  commercial  quantities.  This 
state  of  affairs  is  typical  of  a  new  art. 

The  everyday  applications  of  radio  arc 
far  behind  its  laboratory  accomplishments. 
One  of  the  principal  reasons  for  this  condition 
is  the  fact  that  the  various  phases  of  the  art 
have  been  developed  by  many  widely  scat- 
tered investigators.  To  utilize  and  co-ordi- 
nate these  many  developments  and  discover- 
ies for  the  manufacture  of  practical  radio 
apparatus,  a  large  group  of  engineers  and 
ample  facilities  are  necessary. 

In  the  January,  1913,  issue  of  this  magazine 
an  editorial  pointed  out  the  advantages  of 
continuous-amplitude  high-frequency  alter- 
nating currents  over  the  spark  system  pro- 
ducing groups  of  damped  currents  for  radio 
communication  and  predicted  the  increasing 
use  of  the  former.  This  prediction  is  being 
strikingly  fulfilled,  and  it  is  interesting  to 
note  that  the  articles  of  this  issue  on  widely 
different  phases  of  radio  deal,  as  a  basis, 
entirely  with  the  production  and  utilization 
of  continuous-amplitude  high-frequencv  cur- 
rents. W.  C.  W. 


CHARLES  E.  PATTERSON  ELECTED  A  VICE- 
PRESIDENT   OF   THE   GENERAL 
ELECTRIC  COMPANY 

Charles  E.  Patterson,  comptroller  of  the 
General  Electric  Company,  was  made  a  vice- 
president  on  September  10,  1920. 

Mr.  Patterson  was  born  in  New  York  City 
in  1S66.  He  entered  Princeton  University 
with  the  class  of  '86,  but  soon  after  was 
obliged  to  leave  college  on  account  of  his 
father's  death.  He  secured  a  position  in 
New  York  and  during  his  leisure  hours  con- 
tinued the  college  studies. 

In  1885  he  entered  the  employ  of  the  New 
York  Central  Railroad  and  for  15  years  sacri- 
ficed his  vacation  periods  in  striving  for  knowl- 
edge and  advancement.  In  1899  he  took  up 
residence  in  Princeton,  N.  J.;  and  by  crowd- 
ing his  New  York  Central  work  into  three 
and  one-half  days  and  many  nights,  and 
spending  the  remaining  two  and  one-half 
days  each  week  at  the  University,  he  com- 
pleted the  interrupted  college  course  and 
received  his  degree  in  1901. 

At  this  time  Mr.  Patterson  had  risen  in 
the  ranks  of  the  New  York  Central  to  assist- 
ant comptroller.  On  the  same  day  that  he 
received  his  diploma  at  Princeton  University 
he  was  elected  comptroller  of  the  American 
Locomotive  Company,  which  position  he  held 
for  eight  years. 

Mr.  Patterson  has  had  wide  experience  in 
accounting,  in  fact  has  been  engaged  in  this 
line  of  work  for  the  past  25  years.  Even 
while  preparing  for  and  completing  the  inter- 
rupted college  course,  he  was  studying  higher 
accountancy  and  corporation  finance.  In 
1909  he  became  associated  with  the  General 
Electric  Company  to  study  its  organization 
and  methods  with  a  view  to  introducing  a 
more  comprehensive  system  of  accounting 
and  statistics.  His  untiring  efforts  and  ag- 
gressive business  qualifications  resulted  in 
promotion  in  1913  to  the  position  of  comp- 
troller, filling  the  vacancy  caused  by  the 
death  of  R.  E.  Steele. 

That  Mr.  Patterson's  advancement  to  a 
vice-presidency  is  well  earned  is  best  ex- 
pressed by  the  brief  statement  made  by  one 
of  the  Company's  officials  when  informed 
of  this  elevation ;  "  He  is  a  tremendous  worker 
and  has  earned  a  just  reward.  It  is  not 
unusual  to  find  him  busy  at  his  desk  at  ten 
or  eleven  o'clock  at  night.  " 

A.  E.  T. 


79-i     October.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


Transoceanic  Radio  Communication 

By  E.  F.  W.  Alexaxdersox 
Chief  Engineer,  Radio  Corporation  of  America 

A  certain  spirit  of  romance  has  been  directed  in  turn  toward  the  initial  feats  of  spanning  the  oceans  by 
the  sailing  vessel,  steamship,  cable,  radio,  submarine,  airplane,  and  airship.  The  passing  of  the  romance 
attached  to  the  earlier  of  these  means  has  revealed  us  in  possession  of  another  thoroughly  practical  and 
established  transoceanic  type  of  communication.  In  the  line  of  succession,  radio  now  stands  in  midst  of  its 
transition  stage.  Skillful  developmental  work  is  hastening  the  process.  The  following  article  briefly  reviews 
the  highly  successful  Alexanderson  system  of  telegraphic  and  telephonic  radio.  Each  component  piece  of 
apparatus  is  described,  its  function  outlined,  and  the  operation  of  the  whole  equipment  explained. — Editor. 


During  the  last  few  years  a  system  of 
transoceanic  radio  communication  which  has 
been  developed  by  the  General  Electric  Com- 
pany under  the  direction  of  the  author  has 
come  into  use  in  the  United  States.  This  sys- 
tem has  been  adopted  by  the  Radio  Corpora- 
tion of  America  which  recently  absorbed  the 
interests  of  the  American  Marconi  Company. 
The  system  has  been  adopted  for  future  in- 
stallations by  the  British  Alarconi  Company. 
The  object  of  this  article  is  to  describe  the 
principal  features  of  the  system. 

Historical 

The  continuous  wave  system  of  radio  com- 
mtinication   which   is   now   exclusively   used 
over  long  distances  was  foreshadowed  by  the 
early  work  of  Tesla  and  Fessenden.     In  order 
to  find  means  for  putting  his  ideas  in  practice, 
Fessenden  turned  to  the  General  Electric  Com- 
])any  with  the  request  for  de\-elopment  of  an 
alternatorwith  freqtiencies  from  .")0,000  to  100,- 
OOO  cycles,  which  to  that  time  had 
been  considered  impractical.     The 
result  of  this  was  the  develojimcnt  of 
a  2-kw.,  lUO.UOO-cycle  alternator.* 
A  number  of  these    100,000-cycle 
alternators  were  built  and  one  of 
these  found  its  way  to  the  labora- 
tory   of    Mr.    Marconi    who    took 
personal  interest   in  this  develop- 
ment.      In     191.),     Mr.     Marconi 
made    a    visit    to   Schenectady    in 
order    to    witness    the    tests   of   a 
.")0-kw.,  50,000-cycle  alternator,  and 
on   his   invitation    this    alternator 
was  installed  experimentally  in  the 
transoceanic    radio   station  of  the 
American     Marconi    Company    in 
Xew  Brunswick,  N.  J.,  which  was 
not   then   in   use.      This  provided 
the  opportunity  not  only  to  test  the  alternator 
and  other  feattires  which  ha\-e  been  dex-eloj^cd 
in  connection  with  it.  such  as   th?  magnetic 
amplifier  and  speed  regulator,  but  gave  the 
author  the  opportunity  to  demonstrate  on  a 

*  Alexanderson.  General  Electric  Rsvitw,  January,  Ifll.'i. 


large    scale    his    theory    for    radiation    and 
improvements  of  antenna  design. 

The  experimental  demonstrations  of  teleg- 
raphy and  telephony  which  were  made  dur- 
ing 1917  with  this  installation  attracted  the 
attention  of  the  United  States  Government 
and  scientific  commissions  that  were  sent  to 
the  United  States  on  account  of  the  war. 
A  circumstance  which  particularly  brought 
the  new  system  into  prominence  during  the 
war  was  the  partial  failure  of  the  cable  system 
and  the  urgent  demands  for  transoceanic 
radio  communication  that  developed  in  con- 
nection with  American  militan,-  operations 
in  France.  The  .iO-kw.  alternator  set  in  Xew 
Brunswick,  though  installed  in  an  experi- 
mental wa>",  was  commandeered  for  official 
transoceanic  ser\'ice  by  the  United  States 
Xavy  in  Januar\-,  191S,  and  was  operated 
until  it  was  replaced  by  the  200-kw. 
alternator  set  which  is  now  in  use  in  that 
station. 


Fig.  1.      50  kw.  Hi^h  Frequency  Alternator  Installed  at  the 
New  Brunswick  Radio  Station 

Radio  Transmitting  System 

Several  types  of  radio  transmitting  systems 
are  at  present  in  use  with  a  high  degree  of 
success.  The  descriptive  matter  in  this  ar- 
ticle will,  however,  be  confined  to  the  sys- 
tem for  which  the  author  is  responsible,  as 


TRANSOCEANIC  RADIO  COMMUNICATION 


79.5 


represented  by  the   Naval    Radio  Station  at 
New  Brunswick,  N.  J. 

Generally  speaking,  any  radio  transmit- 
ting system  consists  of  three  essential  ele- 
ments: 

1 .  The  generator  of  radio  frequency  energy. 

2.  The    modulating    system    whereby    the 

energy  is  controlled  so  as  to  produce 
the  dots  and  dashes  of  the  telegraph 
code  or  the  modulations  of  the  human 
voice. 

3.  The  antenna  or  radiating  system. 


tween  these  poles  are  radial  with  the  a.xis  of 
the  disk  and  are  filled  with  non-magnetic 
material  so  as  to  present  a  smooth  surface 
and  thereby  reduce  air  friction  to  a  minimum. 
The  disk  runs  between  the  two  laminated 
armatures  which  are  cooled  by  water  pipes, 
as  shown  in  the  photograph.  The  armature 
winding  which  consists  of  wire  back  and  forth 
in  straight  open  slots,  is  divided  in  64  sections, 
each  section  generating  about  100  volts  and 
carrying  30  amperes.  The  current  generated 
by  these  64  windings  is  collected  in  the  air-core 


Fig.  2. 


200-kw.  High  Frequency  Alternator.      Another  view  of  this  machine  with  air-core  transformer  mounted 
over  the  machine  is  shown  on  page  814 


Generating  System 

There  are  four  types  of  generating  systems 
of  radio  frequency  energy  in  use  at  the  present 
time. 

1 .  The  spark  or  impulse  generator. 

2.  The  Poulsen  arc  generator. 

3.  The  radio  frequency  alternator. 

4.  The  Aacumn  tube  oscillator. 

The  system  which  will  be  described  is  of 
the  type  employing  a  radio  frequency  al- 
ternator. The  installation  in  New  Brunswick 
contains  a  .')0-kilowatt  alternator  shown  in 
Fig.  1 ,  which  was  operated  for  some  time  for 
experimental  purposes  with  radio  telephone 
at  a  wave  length  of  SOOO  meters,  and  later  in 
transatlantic  telegraph  service  at  9300  meters. 

A  larger  equipment,  which  has  been  in 
continuous  service,  consists  of  a  200-kilo- 
watt  alternator  shown  in  Fig.  2.  The  poles 
consist  of  projections  on  each  face  of  the 
disk    near    the     periphery.     The    slots    be- 


transformer  mounted  on  the  top  of  the  ma- 
chine (see  page  814).  This  transformer  has  64 
independent  primary  windings  corresponding 
to  the  armature  windings.  The  single  second- 
ary winding  of  the  transformer  delivers  the 
complete  output  of  the  alternator.  This  col- 
lecting transformer  is  thus  to  be  considered 
as  an  integral  part  of  the  generating  unit; 
and  for  all  purposes  of  calculation  the  charac- 
teristics of  the  generating  unit,  such  as  elec- 
tromotive force  and  current,  are  given  as 
delivered  from  this  secondary  winding.  At 
full  output  the  alternator  delivers  100  amperes 
at  an  electromotive  force  of  2000  volts.  It 
can  thus  be  seen  that  the  alternator  is  de- 
signed for  a  load  resistance  of  20  ohms.  How- 
ever, the  same  machine  might  be  adapted 
for  any  other  load  resistance  by  selecting  a 
different  number  of  turns  in  the  secondary 
of  the  collecting  transformer.  The  reason 
why  this  particular  m_achine  was  designed  for 
a  high  voltage  and  low  current  will  be  given 


796     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


later  in  the  discussion  of  the  new  type  of  an- 
tenna with  which  it  is  used. 

The  200-kw.  alternator  when  operated  at 
the  New  Brunswick  wave  length  of  13,600 
meters  runs  at  a  speed  of  2170  r.p.m.  It  is 
driven  by  an  induction  motor  through  a  gear 


HIGH    FBEQ.  SET 
MOTOR     ALTER. 


PDWfff    GO 


TO  Ar^TCf^^A 


Fig.  3.      Diagram  of  Speed  Regulator  for 
High  Frequency  Alternator 

having  a  ratio  of  2.97  ;1.  When  the  radio 
frequency  alternator  is  used  as  a  source  of 
radiation  the  wave  length  is  determined  di- 
rectly by  the  rotative  speed  of  the  machine. 
Thus  obviously  it  is  important  that  the  rota- 
tive speed  should  be  as  nearly  absolutely 
constant  as  it  is  possible  to  make  it.  An  im- 
portant accessory  of  the  alternator  set  is 
therefore  the  speed  regulator.  The  5()-kw. 
alternator  set  shown  in  Fig.  1  is  driven  by  a 
direct-current  motor,  whereas  the  2t)0-kw. 
set  is  driven  by  an  induction  motor  of  the 
slip-ring  type.  The  oO-kw.  set  was  equipped 
with  a  direct-current  motor  because  the  prob- 
lem of  speed  regulation  of  that  type  of  motor 
is  somewhat  easier.  Induction  motors  were, 
however,  decided  upon  for  the  later  types 
because  alternating-current  power  is  more 
easily  available  in  most  localities. 

Speed  Regulator 

The  sjieed  regulator  consists  of  a  speed- 
determining  element  and  a  power-controlling 
element.  The  speed-determining  element  is 
a  resonant  radio  frequency  circuit  fed  by  one 
of  the  64  alternator  windings  which  is  set  aside 
for  that  purpose.  The  oscillating  energy  of 
this  radio  frequency  circuit  is  associated  by 
magnetic  couplings  with  a  rectifying  circuit  in 
which  the  radio  frequency  energy  is  changed 
into  direct  current.  This  rectified  current 
in  turn  actuates  the  controlling  magnet  of 
a  vibrating  regulator  of  the  tyi)e  that  is  gen- 
erally used  for  voltage  regulation  in  power 
stations.  When  the  driving  motor  is  a  direct- 
current  motor  it  is  easy  to  see  how  this  vibrat- 
ing regulator  may  be  made  to  control  the 


speed  by  regulating  the  voltage  of  the  power 
supply  to  the  motor.  In  order  to  accomplish 
the  same  object  with  an  induction  motor  some 
new  features  have  been  introduced. 

An  ordinary  induction  motor  is  operated 
at  constant  potential.  When  the  motor  runs 
light  it  draws  from  the  line  a  magnetizing 
current  which  is  almost  wattless.  Thus  it 
operates  at  a  low  power  factor.  When  the 
motor  is  fully  loaded,  it  draws  power  at  a  high 
power  factor,  the  motor  used  having  a  power 
factor  of  90  per  cent. 

When  the  New  Brunswick  station  was  ad- 
justed for  operation,  it  was  found  that  a  wave 
length  was  desired  which  required  the  induc- 
tion motor  to  work  at  19  per  cent  slip.  The 
rheostat  in  the  secondary  of  the  motor  could 
easily  be  adjusted  so  that  the  motor  woiild 
deliver  the  desired  power  with  full  load  at 
19  per  cent  slip.  However,  inasmuch  as  the 
output  of  the  alternator  varies  continually 
with  the  making  of  dots  and  dashes  of  the  tele- 
graph code,  the  motor  is  alternately  loaded 
and  not  loaded,  therefore,  the  tendency 
would  be  for  the  motor  to  speed  up  during  the 
intervals.  If  the  potential  of  the  power 
supply  to  an  induction  motor  is  varied  the 
motor  torque  varies  by  the  square  of  the 
voltage.  It  is  easy  to  show,  by  the  theory- 
of  the  induction  motor,  that  if  a  motor  con- 


Fig.  4.     Vibrator  Regulator  for  High  Frequency  Alternator 

sumes  jiower  at  90  per  cent  power  factor  at 
full  load  and  the  load  is  reduced  to  '4  by  the 
reduction  of  voltage  to  '  o,  the  power  factor 
will  remain  90  per  cent.  In  fact,  it  will  al- 
ways consume  power  at  90  per  cent  power 
factor  regardless  of  its  load   if  the  voltage 


TRANSOCEANIC  RADIO  COMMUNICATION 


797 


supply  is  adjusted  accordingly,  and  so  long 
as  the  secondary  resistance  remains  constant 
and  the  speed  remains  constant. 

Thus  it  may  be  said  that  the  standard 
method  of  operating  an  induction  motor  is 
at  constant  potential  and  variable  power  fac- 
tor. The  method  of  operating  the  driving 
motor  of  the  radio  set  on  the  other  hand  may 
be  characterized  as  variable  potential  and 
constant  power  factor. 

The  problem  which  thus  presented  itself 
was  to  find  means  for  varying  the  applied 
voltage  in  accordance  with  the  action  of  the 
speed-determining  element,  and  this  has  been 
done  in  the  following  way: 

Between  the  motor  and  the  power  supply  is 
introduced  a  choke  coil  with  an  iron  core,  the 
permeability  of  which  can  be  varied  by  satu- 
ration. The  change  in  permeability  is  pro- 
duced by  a  direct  current  which  is  control- 
led by  a  vibrating  regulator.  When  the  motor 
carries  full  load  the  iron  core  is  saturated 
so  that  the  choking  effect  is  practically  zero. 
At  fractional  load,  the  choking  effect  is  auto- 
matically adjusted  by  the  regulator  so  that 
the  motor  delivers  at  all  times  the  power  re- 
quired to  hold  constant  speed.  The  motor 
itself  operates  at  all  times  at  its  maximum 
efficiency  and  power  factor,  but  the  power 
factor  of  the  current  drawn  from  the  lines 
varies  with  the  load.  Thus  when  the  motor 
operates  at  J4  load,  the  power  factor  of  the 
line  is  45  per  cent,  while  the  power  factor  of 
the  motor  is  90  per  cent.  The  circuits  of  the 
regulator  are  shown  in  Fig.  3  and  the  photo- 
graph of  the  vibrator  regulator  in  Fig.  4. 

Modulating  System 

The  method  of  controlling  radio  frequency 
energy  involves  an  apparatus  which  has  be- 
come known  as  the  ' '  magnetic  amplifier. 
This  device  is  described  in  a  paper  by  the  au- 
thor in  the  Proceedings  of  the  Institute  of 
Radio  Engineers,  January,  1916,  and  there- 
fore needs  to  be  referred  to  only  briefly.  The 
magnetic  amplifier  is  a  device  which  is  phys- 
ically of  the  nature  of  an  oil-cooled  trans- 
former. The  iron  core  which  is  made  of  fine 
laminations,  is  designed  in  such  a  way  that 
the  magnetic  permeability  of  the  iron  core 
can  be  varied  by  magnetic  saturation.  By  a 
special  combination  of  tuned  circuits,  as 
shown  in  Fig.  5,  it  has  become  possible  to 
separate  the  controlling  current  from  the  radio 
frequency  current  so  that  a  comparatively 
weak  current  of  a  few  amperes  controls  as 
many  hundreds  of  amperes  in  the  antenna. 

When  the  transmitting  station  is  used  for 
telegraphy,   the   magnetic   amplifier   is   con- 


trolled by  the  telegraph  relays  which  are  a 
part  of  the  wire  telegraph  system.  During 
the  war  service  the  telegraph  key  was  oper- 
ated in  the  centralized  operating  room  of  the 
Naval  Communication  Department  in  Wash- 
ington.    When  the  station  is  used  for  tele- 


Fig.  5.     Diagram  Showing  Method  of  Controlling  Heavy 

Antenna  Current  by  Means  of  a  Combination 

of  Tuned  Circuits 

phony  the  controlling  current  is  an  amplified 
telephone  current. 

While  the  magnetic  amplifier  has  proved 
to  be  a  very  satisfactory  and  reliable  con- 
trolling device  for  ordinan,^  telegraphy,  its 
particular  advantages  are  most  prominent  in 
high  speed  telegraphic  transmission  and 
telephonic  transmission,  on  account  of  its 
instantaneous  magnetic  action  without  any 
arcing  contacts.  Fig.  6  shows  an  oscillogram 
of  radiation  at  100  words  per  minute  and  a 
photographic  record  of  reception  at  the  same 
speed.  Fig.  7  shows  the  telephone  modula- 
tion of  the  antenna  current  when  Secretary 
Daniels  was  speaking  over  the  telephone  line 
from  Washington,  controlling  the  output  from 
the  New  Brunswick  station,  thereby  transmit- 
ting his  voice  to  President  Wilson 's  ship  at  sea. 

The  Multiple  Antenna 

The  antenna  of  the  New  Brunswick  station 
represents  a  new  departure  in  the  method 
of  radiation.  The  old  antenna  structure  was 
originally  one  of  the  horizontal  Marconi 
antennae,  .5000  feet  (1500  meters)  long,  600 
feet  (180  meters)  wide,  supported  on  towers 
400  feet  (120  meters)  high.  The  original 
antenna  had  a  resistance  of  3.8  ohms. 

The  antenna  as  now  operated  has  a  resist- 
ance of  0.5  ohm,  distributed  approximately 
as  follows: 

Ohm 

Radiation  resistance 0.07 

Tuning  coils  and  insulation 0.10 

Ground  resistance 0.3^ 

Total  multiple  resistance 0.5 


79S     October,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  10 


The  reduction  in  total  resistance  of  the 
antenna  is  due  to  the  reduction  of  the  ground 
resistance.  While  the  old  antenna  had  one 
tuning  coil  located  in  one  end,  the  new  antenna 
has  six  tuning  coils  as  shown  in  Figs.  5  and  8. 


<x3C/u.oai^AM  or 


M      0       K//Vg        p    /I    R    r  s 


N£iv  eaiNswick' AT  100  nvoKPs  pee  MtNtm. 

Fig.  6.      Oscillograph  Record  of  Transmission  and  Photographic 
Record  of  Reception  at  a  Speed  of  100  Words  Per  Minute 

Theory  of  the  Multiple  Antenna 

The  im.provements  in  radiation  efficiency 
which  have  been  demonstrated  by  the  use  of 
the  multiple  antenna  can  be  explained  in  terms 
of  the  Hertzian  equation  for  radiated  energy-: 


Watts  radiated  =  1(100 


m 


This  equation  takes  into  account  only  the 
oscillating  current  /,  the  effective  height  /i, 
and  the  wave  length  X,  but  not  the  horizon- 
tal dimensions  nor  the  capacity  of  the  antenna. 
This  explanation  is  accurate  and  convenient 
and  reduces  the  radiation  efficiency  into  terms 
of  ground  resistance.  The  im.provem.ents 
of  radiation  efficiency  by  multiple  tuning  are 
thus  indicated  by  the  measured  reduction  of 
ground  resistance  as  stated  above.  In  ac- 
cordance with  this  explanation  the  im.proved 
efficiency  is  gained  by  spreading  the  antenna 
over  a  large  ground  area  and  reducing  the 
ground  resistance  by  leading  the  charging 
current  of  the  antenna  to  ground  through  a 
multiplicity  of  tuning  coils  located  far  apart. 
The  minimum,  ground  resistance  in  any  one 
point  is  of  the  order  of  magnitude  of  2  ohms, 
and  thus  by  utilizing  several  of  these  ground 
connections  in  multiple  the  total  resistance 
of  the  antenna  can  be  reduced. 

The  above  explanation  is  convenient  to 
use  in  practical  calculations,  but  the  author 
has  found  radio  engineers  and  scientists  not 
always  ready  to  accept  this  explanation  with- 
out further  proofs,  and  quite  justly  so.  be- 
cause the  Hertzian  equation  is  only  a  con- 
densed mathematical  formula  in  which  such 
essential  physical  facts  as  horizontal  dimen- 
sions and  capacity  are  apparently  disregarded. 
It  shall  therefore  be  attempted  to  present 
the  physical  conception  of  radiation  which 
led  the  author  to  the  development  of  the 
multiple  antenna. 

There  are  two  forms  of  radiators  known 
and  in  use  at  the  present  time;  viz.,  the 
electrostatic  radiator  and  the  electromag- 
netic radiator.  Of  these  the  electrostatic 
radiator  is  used  m.uch  more  extensively. 
Combination  forms  of  radiators  are  some- 
times  used,    such    as   the    Man-nni    <lirfcti\o 


rSB.  tt,  /9/9 


Fig.  7.      Oscillograph  Record  of  Antrnna  Current  Modulated  by  Radio  Telephone 


TRANSOCEANIC  RADIO  COINIMUNICATION 


799 


antenna  and  Bellini-Tosi  antenna.  The  or- 
dinary antenna  with  large  capacity  and 
moderate  height  compared  with  the  wave 
length  and  large  loading  coils  is  almost  ex- 
clusively an  electrostatic  radiator.  The  purely 
magnetic  radiator  is  the  closed  magnetic 
loop.  While  it  is  true  that  in  any  oscillator 
circuit  the  energ\-  alternately  appears  in 
electrostatic  and  electromagnetic  form,  the 
electrostatic  radiator  is  characterized  by  the 
fact  that  the  energy  when  appearing  in  elec- 
trostatic form  is  spread  out  over  a  large  volume 
of  space,  whereas  the  energy  when  appearing 
in  electromagnetic  fonn  is  confined  to  a 
tuning  coil  of  small  dimensions  which  does 
not  spread  the  magnetic  lines  to  any  appre- 
ciable distance.  The  m.agnetic  radiator  is 
characterized  by  the  fact  that  energy  when 
appearing  in  magnetic  form  spreads  over  a 
large  volume  of  space,  whereas  the  energy 
in  electrostatic  form  appears  in  an  artificial 
condenser.  The  radiation  by  an  electro- 
static antenna  is  prodiiced  by  the  electrostatic 
lines  of  force  which  reach  as  far  away  as  one- 
quarter  wave  length  and  there  produce  a 
secondary  electromagnetic  field,  thus  throw- 
ing off  energy  in  the  form  of  electromagnetic 
waves;  similarly,  radiation  takes  place  from  an 
electromagnetic  radiator  by  the  lines  of  force 
which  reach  to  a  distance  of  one-quarter  wave 
length  and  produce  an  electrostatic  field. 

In  accordance  with  the  author's  concep- 
tion of  the  electrostatic  radiator,  it  is  suf- 
ficient to  create  an  electrostatic  field  which 
has  lines  of  force  reaching  into  distance.  It 
is  conceivable  that  an  insulated  plate  may  be 
laid  directly  on  the  ground,  but  have  such 
dimensions  and  such  potential  charge  that 
it  will  throw  electrostatic  lines  far  into  space, 
and  thus  will  become  an  effective  radiator  if 
charged  with  a  highfrequency  oscillating  poten- 
tial. The  distant  effect  is  obviously  propor- 
tional to  the  size  of  the  plate  and  to  the  poten- 
tial applied .  The  height  of  the  plate  overground 
and  the  charging  current  between  plate  and 
ground  on  the  other  hand  would  appear  to  be 
immaterial;  thus  it  would  appear  that  the  two 
quantities,  height  and  charging  current,  which 
exclusively  determine  the  radiation  efficiency 
in  accordance  with  the  Hertzian  equation, 
are  non-essential,  while  the  potential  and  the 
hoiizontal  dimensions  which  do  not  appear 
in  the  Hertzian  equation  are  essential.  This 
apparent  contradiction  can,  however,  be 
easily  explained.  It  is  only  two  methods 
of  stating  the  same  fact,  but  these  two  state- 
ments represent  dift'erent  points  of  view  which 
are  apt  to  lead  to  different  developments  of 
the  technique.  i  \ 


Returning  to  the  large  plate  laid  on  the 
ground :  it  is  evident  that  the  closer  the  plate 
is  to  the  ground,  the  greater  is  the  charging 
current  at  a  given  potential.  Furthermore, 
the  larger  the  plate  the  greater  is  the  charg- 
ing current  required  to  maintain  the  same  po- 


SINGLE    TUr^ED  EQUIVAl.£l\IT  CIRCUIT 


MUL.TIPi.£     ANTCt^MA 


f^ULTIPLE    TUNeO  EOUIVALerJT    CIRCUIT 
2  fa  ?<^  /  S_  1-0 _  0-5^ 


Fig.  8.      Diagram  of  Maltiple-tuned  Antenna  Circuit. 
This  circuit  has  six  tuning  coils  instead  of  one 
as  in  older  antennas 

tential.  Thus  the  horizontal  dimensions  of  the 
plate  are  in  the  Hertzian  equation  expressed 
by  the  charging  current.  The  voltage  of 
the  plate  is  in  the  Hertzian  equation  expressed 
by  the  height  over  ground,  ina,smuch  as  a 
greater  height  corresponds  to  a  lower  ca- 
pacity and  consequently  to  a  higher  voltage. 
Thus  the  height  in  the  Hertzian  equation 
corresponds  to  the  charging  voltage  in  the 
electrostatic  conception  of  radiation  from  a 
low  ground  plate.  So  long  as  we  are  satis- 
fied that  the  Hertzian  equation  is  a  general 
and  true  expression,  though  it  represents  a 
translation  into  a  mathematical  language 
which  does  not  directly  correspond  to  the 
physical  phenomena,  we  can  continue  to  use 
the  Hertzian  equation  for  the  purpose  of 
calculation  without  losing  sight  of  the  phe- 
nomena which  really  take  place. 


800     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


The  process  of  reasoning  which  led  to  the 
development  of  the  multiple  antenna  was 
briefly : 

The  tendency  in  long  distance  communi- 
cation has  been  towards  longer  wave  length. 
The  Hertzian  equation  indicates  only  one 
way  of  adapting  the  antenna  to  longer  waves 
and  that  is  by  increasing  the  height.  This 
has  been  carried  to  the  extrem.e  by  building 
towers  approaching  the  height  of  the  Eiffel 
tower.  The  practical  limit  for  height  of  tower 
has  thus  been  reached  and  the  economical 
limit  m.uch  exceeded.  If  we  look  at  the  an- 
tenna as  an  electrostatic  radiator,  the  ques- 
tion presents  itself:  Why  go  so  high  in  the 
air?  The  only  object  of  so  doing  is  to  throw 
lines  of  force  to  great  distance.  Why  not 
accom.plish  the  sam.e  result  by  mounting 
the  antenna  wires  at  a  moderate  height,  say 
100  meters,  but  covering  sufficient  ground 
area  for  the  purpose'  The  Hertzian  equation 
confirm.s  the  correctness  of  this  reasoning, 
inasm_uch  as  two  unit  charges  at  a  height  of 
100  meters  will  produce  a  radiation  equal 
to  one  unit  charge  at  a  height  of  200  meters. 
The  cost  of  mounting  an  aerial  capable  of 
taking  two  unit  charges  at  a  height  of  100 
meters  is  very  much  lower  than  the  cost  of 
motmting  an  aerial  for  one  unit  charge  at 
200  meters.  But  if  we  are  aiming  at  a 
strength  of  signals  corresponding  not  to  one 
unit  charge  but  to  ten  units  of  charge,  we 
have  the  privilege  of  extending  the  antenna 
indefinitely  in  horizontal  dimensions,  whereas 
further  increase  of  height  would  be  impossible. 
The  antenna  in  New  Brunswick  on  which 
this  theor\-  has  been  dem.onstrated  is  1.6 
kilometers  (one  mile)  long  and  the  new  an- 
tennae which  have  been  designed  for  future 
and  more  powerful  stations  are  (j.4  kilometers 
(four  miles  long). 

The  reason  why  the  ground  resistance  of 
the  original  antenna  at  New  Brunswick  was 
as  high  as  3.8  ohms  was  the  fact  that  charging 
currents  passing  between  the  aerial  and  ground 
at  a  point  one  mile  away  from  the  station 
had  to  be  carried  over  one  m.ile  of  ground 
and  back  again  through  a  mile  of  antenna 
wires. 

Multiple  tuning  consists  in  connecting 
inductances  between  the  antenna  and  ground 
in  various  places.  The  current  in  the  induc- 
tance lags  90  deg.  behind  the  antenna  poten- 
tial, whereas  the  electrostatic  charging  cur- 
rent leads  by  90  dcg.  These  two  currents 
which  are  equal  and  of  opposite  phase  thus 
neutralize  each  other  and  it  is  possible  to 
maintain  a  high  antenna  potential  without 


carr>'ing  high  charging  currents  from  the 
transm_itting  set  to  the  various  distant  points 
of  the  antenna.  In  accordance  with  the 
electrostatic  theory  of  radiation  given  above 
it  is  only  necessary-  to  m.aintain  the  antenna 
potential  because  it  is  only  the  lines  of  force 
which  reach  a  distance  of  a  quarter  wave 
length  that  produce  radiation.  Thus  by 
using  the  expedient  of  neutralizing  the  elec- 
trostatic charging  current  under  the  antenna 
by  corresponding  inductance  currents  the 
energ\-  losses  are  avoided,  which  are  otherwise 
incident  to  carr\-ing  currents  long  distances 
through  the  antenna  wires  and  back  again 
through  the  ground.  The  only  current  that 
it  is  thus  necessan,'  to  distribute  through  the 
antenna  wires  is  the  energy-  current,  which 
is  about  one  half  of  one  per  cent  of  the  charg- 
ing current.  This  is  the  reason  for  the 
measured  reduction  of  energy-  consumption 
of  the  New  Brunswick  antenna  at  the  ratio 
of  3.8:0.5  ohms  at  the  same  average  charging 
potential  and  the  sam.e  radiation.  The  dis- 
tribution of  currents  on  this  multiple  timed 
antenna  at  New  Brunswick  is  shown  in  Fig.  S. 

What  actually  takes  place  is:  The  tuning 
coil  to  which  the  alternator  is  connected 
transforms  the  energy-  of  the  alternator  into 
a  power  supply  at  a  potential  of  (iO.OOO  volts, 
and  each  of  the  oscillating  circuits  draws 
energfy  from  this  power  supply  at  that  volt- 
age. Thus  the  energy-  current  consumed  by 
each  oscillating  circuit  is  only  0.5  ampere.  It 
can  thus  be  seen  that  while  the  total  oscillat- 
ing current  of  the  antenna  is  (iOO  amperes, 
the  energy-  current  which  flows  horizontally 
from  the  power  source  to  the  multiple  oscil- 
lating circuits  is  only  a  total  of  2.5  amperes. 
In  other  words,  the  energ\-  which  is  delivered 
by  the  first  tuning  coil  in  the  form  of  100  am- 
peres at  1800  volts  is  transformed  by  the  first 
oscillating  circuit  and  distributed  as  in  a 
transmission  line  from  which  0.5  ampere  at 
60,000  volts  is  drawn  in  five  places.  The 
analog>-  between  the  m.ultiple  antenna  and  a 
high  tension  power  distribution  system  is 
thus  apparent. 

This  point  of  \-iew  is  a  departure  from  the 
conventional  theoni-  of  radiation;  but  it  must 
be  remembered  that  there  was  a  time  in  the 
de\'elopment  of  electric  power  technique  when 
the  introduction  of  the  high  tension  multiple 
distribution  system  was  a  radical  departure. 

When  an  antenna  is  built  which  is  four  miles 
long,  it  may  be  considered  as  four  antennae, 
such  as  a  New  Bnmswick  antenna  connected 
in  multiple.  The  ground  resistance  will  then 
be  reduced  again  to  one  quarter  of  the  mul- 


TRANSOCEANIC  RADIO  COMMUNICATION 


SOI 


tiple  tuned  resistance  of  the  New  Brunswick 
antenna.  Calculations  of  the  radiation  ef- 
ficiency of  such  large  multiple  antennae  indi- 
cate that  it  will  be  practical  in  the  future 
to  construct  radiators  with  a  radiation  ef- 
ficiency of  as  much  as  50  per  cent  or  more, 
instead  of  the  radiation  efficiency  of  a  few 
per  cent  that  has  been  com.m.on  up  to  the 
present  tim.e. 

Directive  Radiation 

The  multiple  antenna  as  described  in  its 
sim.plest  form  is  adjusted  so  that  the  radia- 
tion from,  each  of  the  individual  oscillators 
is  in  phase.  If,  however,  the  antenna  dimen- 
sions are  so  chosen  that  the  phase  displace- 
m.ent  of  the  travelling  wave  between  the  dif- 
ferent radiators  becom.es  an  essential  factor, 
it  is  possible  to  obtain  directive  radiation. 
The  radiated  wave  will  then  not  be  a  simple 
circular  wave,  but  an  interference  pattern 
which  may  be  treated  like  the  corresponding 
phenom.ena  in  light  and  sound  waves.  Fur- 
therm.ore,  the  phase  displacem.ent  of  the  os- 
cillations of  the  individual  radiators  m.ay  be 
regulated  by  tuning.  Thus  a  variety  of 
interference  patterns  m.ay  be  created  and 
analysis  of  these  possibilities  shows  that 
an  efficient  unidirectional  radiation  by  such 
methods  should  be  possible. 

Methods  for  unidirectional  radiation  have 
been  established  through  the  well-known 
work  of  Bellini  and  Tosi.  Through  the  cour- 
tesy of  Mr.  Bouthillon,  of  the  French  post 
office,  results  of  tests  m.ade  in  France  have 
been  placed  at  the  disposal  of  the  author 
which  show  conclusively  directive  radiation 
by  the  Bellini  and  Tosi  antenna. 

With  the  dimensions  of  antenna  used  up  to 
the  present  time  efficient  directive  radiation 
has  not  been  practical.  It  has.  however,  been 
proved  by  various  tests  that  the  system  of  a 
central  power  source  and  a  distribution  sys- 
tem of  energy  to  a  large  number  of  multiple 
radiators  place  means  at  our  disposal  for 
constructing  radiators  of  dimensions  of  one 
wave  length  or  more.  The  New  Brunswick 
antenna  (1500  meters  or  5000  feet  long)  has 
a  minimum  wave  length  of  8000  meters  as  a 
single  antenna,  whereas  it  can  be  operated 
as  a  multiple  antenna  at  2000  meters  wave 
length.  A  detailed  analysis  of  the  possibili- 
ties of  multiple  radiation  would  fall  outside 
of  the  scope  of  this  article,  but  the  author  is 
in  position  to  predict  with  confidence  that 
directive  radiation  on  a  large  scale  will  not 
only  prove  practical  but  will  be  the  most 
effective  method  of  radiation. 


To  add  directive  radiation  to  the  proposed 
program  for  increasing  the  capacity  of  radio 
traffic  would  perhaps  be  premature  until  it 
has  been  demonstrated  on  a  large  scale.  How- 
ever, it  deserves  mention  in  order  to  show 
that  new  principles  which  may  be  utilized  for 
still  greater  expansion  of  the  radio  technique 
ha\-e  not  yet  been  exhausted. 

The  Receiving  System 

The  principal  problems  of  the  present  day 
reception  of  radio  signals  are  the  avoid- 
ance of  disturbances  due  to  atmospheric  con- 
ditions and  other  radio  stations.  The  solu- 
tion to  both  of  these  problems  appears  to  lie 
in  the  development  of  unidirectional  recep- 
tion. The  old  type  of  static  receiving  an- 
tenna receives  signals  and  atmospheric  dis- 
turbances equally  from  all  directions.  The 
magnetic  loop  antenna  has  a  bidirectional 
characteristic  and  is  somewhat  of  an  im- 
provement over  the  static  antenna.  The 
investigations  undertaken  by  the  author 
during  the  war  period  and  after  on  selective 
reception  have  led  to  a  type  of  receiver  which 
was  adopted  by  the  United  States  Navy  for 
transoceanic  reception  and  has  become  known 
as  the  "barrage  receiver,"  because  it  was 
developed  to  meet  certain  military  require- 
ments in  France. 

The  Barrage  Receiver 

The  barrage  receiver  is  fundamentally  a 
unidirectional  receiver.  The  principle  of 
tmidirectional  reception  was  first  developed 
by  Bellini  and  Tosi.  While  the  unidirec- 
tional Bellini-Tosi  receiver  has  been  used  as  a 
direction  finder,  it  has,  to  the  knowledge  of 
the  author,  not  been  used  to  any  extent  for 
reception  of  long  distance  signals.  The 
Bellini-Tosi  receiver  is  based  on  the  prin- 
ciple of  receiving  the  signal  through  two 
antennas  of  different  characteristics  and  neu- 
tralizes the  signals  received  from  one  direc- 
tion by  a  system  of  balancing. 

The  principle  followed  b}^  the  author  in 
devising  the  barrage  receiver  was : 

1.  That    the    antennas   or   energy    collect- 

ors should  be  aperiodic,  because  the 
balance  of  two  tuned  circuits  is  fun- 
damentally very  delicate  and  difficult 
to  adjust  for  a  perfect  balance. 

2.  That    the   balancing   should    consist   in 

neutralizing  the  electrom.otive  forces 
in  the  aperiodic  antennae  before  those 
electrom.otive  forces  have  had  a  chance 
to  create  oscillating  currents.  The 
phase  shifting  device  should  therefore 
be  aperiodic. 


S02     October,  iy2U 


GENERAL  ELECTRIC  REVIEW 


Vol  XXIII.  Xo.  10 


3.  The  two  or  more  antennae  should  be 
of  the  same  character:  in  other  words, 
it  is  preferable  to  balance  a  magnetic 
exposure  against  another  magnetic  ex- 
posure rather  than  against  an  electro- 
static exposure. 


^  <^    ®   O 


Fig.  9.      Barrage  Receiving  Set  Assembled  in  Carrying  Case 

The  unidirectional  Bellini-Tosi  receiver 
works  on  the  principle  that  the  electromag- 
netic and  electrostatic  exposures  are  90  deg. 
out  of  phase.  The  barrage  receiver  takes 
advantage  of  the  geographic  phase  displace- 
ment in  the  wave  as  it  travels  over  thi'  sur- 
face of  the  earth.  In  the  first  barrage  receivers 
which  were  installed,  the  antennae  consist  of 
two  insulated  wires  laid  on  the  ground  a 
distance  of  two  miles  (3.2  km.)  in  each  direc- 
tion from  the  receiving  station.  It  was 
originally  intended  by  the  author  to  mount 
the  wires  on  poles,  but  the  easier  procedure 
of  laying  the  wires  on  the  ground  was  adopted 
at  the  suggestion  of  Comm.ander  A.  Ho>'t 
Taylor,  and  the  arrangement  has  proved 
entirely  satisfacton,'.  The  barrage  recei\-ing 
set,  photographs  of  which  are  shown  in  Figs. 

9  and  10,  consists  of  a  standard  receiving 
set,  combined  with  a  phase  rotator  set.     Fig. 

10  shows  the  receiving  set  proper  lifted  out 
of  the  box.  This  part  of  the  set  is  arranged 
so  that  it  can  be  used  as  an  ordinan.-  recei\-ing 
set.  When  used  as  a  barrage  receiver,  a 
condenser  is  used  in  place  of  the  antenna  and 
the  set  is  coupled  to  the  aperiodic  antenna  by 


the  phase  rotator  set.  The  diagram,  of  the 
phase  rotator  set  is  shown  in  Fig.  1 1 .  Each 
antenna  is  connected  to  ground  through  an 
intensity  coupler,  the  secondaries  of  the  in- 
tensity couplers  being  connected  to  the  pri- 
mar\'  of  the  phase  rotators.  Each  phase  rotator 
is  built  on  the  principle  of  a  split  phase  in- 
duction motor  or  induction  regulator.  A 
single-phase  current  introduced  in  the  prim.ar}- 
is  split  into  a  quarter-phase  current  which 
produces  the  equivalent  of  a  rotating  mag- 
netic field  inducti^-ely  related  to  the  secondan.-. 
By  adjusting  the  position  of  the  secondarv- 
ceil  the  electrom.otive  force  induced  in  it 
may  be  made  to  assum.e  any  desired  phase 
relation  to  the  primary,'  voltage.  The  re- 
ceiving set  proper  when  used  with  the  barrage 
receiver  has  all  the  normal  characteristics  of 
a  standard  receiving  set.  A  signal  originating 
in  any  direction  whatever  may  be  neutralized 
by  adjustment  of  the  intensity  couplers  and 
phase  rotators.  This  adjustm.ent  is  ver>-  easy 
to  perform.,  even  by  an  inexperienced  opera- 
tor, and  is  perfectly  stable  after  it  has  been 
made. 

An  experim.ental  barrage  receiving  set  was 
operated  for  several  m.onths  of  the  sum.m.er 
and  fall  of  191S.  about  three  miles  from 
the  New  Brunswick,  X.  J.,  radio  station. 
Records  were  kept  on  the  reception  of  Euro- 
pean stations  during  the  operation  of  the 
New  Brunswack  station.    As  the  New  Bruns- 


Fig.  10.     Barrage  Receiving  Set  Assembled  on 
Operating  Bench 

wick  wave  is  13,()00  meters  and|[the  Carnar- 
von, Wales,  wave  is  14,200  meters,  the  re- 
ception of  Carnarvon  was  the  hardest  test 
to  which  the  set  could  be  put.  It  was  found 
that  in  spite  of  the  overwhelming  intensity 
of  the  Xew  Brunswick  signals  on  an  unbal- 


TRANSOCEANIC  RADIO  COMMUNICATION 


803 


anct'd  receiver,  the  barrage  receiver  could  be 
adjusted  so  that  the  transmitted  wave  not 
only  did  not  interfere  with  the  Carnarvon 
signals,  but  the  New  Bnmswick  signals  could 
be  rr.ade  entirely  inaudible.  During  these 
tests  it  was  found  that  the  directive  charac- 
teristics of  the  barrage  receiver  was  a  ip.aterial 
help  in  reduction  of  inteference  by  static  and 
strays,  as  it  was  found  very  frequently  that 
solid  copy  could  be  obtained  by  proper 
directive  adjustm.ent,  while  the  signals  were 
practicalh'  unreadable  with  ordinary  m.ethods. 
The  im.i^rovement  in  reception  of  signals  by 
the  use  of  the  barrage  receiver  depends  upon 
the  highly  directive  qualities  of  this  receiv- 
ing system.. 

A  rather  surprising  characteristic  was  dis- 
covered by  the  use  of  the  barrage  receiver.  It 
was  expected  that  this  receiver  could  be  used 
to  neutralize  signals  from,  all  directions  except 
the  direction  clo.se  to  the  signal  to  be  received. 

As  a  matter  of  fact,  it  was  found  that  inter- 
ference originating  from  the  same  direction 
as  the  signal  could  be  neutralized.  This  was 
first  discovered  in  the  New  Brunswick  instal- 
lation. Signals  from.  San  Diego,  Calif., 
right  in  line  with  the  transm.itting  station, 
could  be  received  without  great  reduction  in 
intensity,  while  the  set  was  adjusted  so  as  to 
neutralize  the  transm.itting  station.  The  ex- 
jjlanation  for  this  is  the  fact  that  the  -wave 
front  of  the  nearby  station  is  curved  and  the 
radiation  diverging,  whereas  in  the  case  of 
the  far  away  .station  the  radiation  is  parallel. 
The  receiving  antenna  covers  a  space  of  four 
m.iles  (6.4  km..)  and  in  this  space  there  is 
sufficient  divergence  of  the  radiation  from 
the  nearby  station  so  that  an  adjustment  can 
be  made  whereby  the  diverging  and  parallel 
radiation  have  different  effects  upon  the  re- 


Fig.  12. 


Diagram  Showing  the  Horizontal  Intensity 
of  Various  Forms  of  Antennse 


HO^tzOfrj^t  M/freMf*^ 


MOrttOMT^tt.  A/*T£M/^J^ 


Fig.  11.      Wiring  Diagram  of  Phase  Rotator  Set 


ceiving  set.  The  phenom.enon  is  com. parable 
to  the  focussing  of  a  field  glass  on  nearb}'  and 
distant  objects.  In  this  case  we  have  a  radio 
field  glass  of  four  m.iles  (6.4  km.)  diam.eter; 
and  for  such  dim.ensions,  the  focussing  effect 
is  sufficient  even  at  considerable  distances  to 
produce  an  effective  discrim.ination. 

While  the  barrage  receiver  was  worked  out 
prim.arily  to  avoid  interference  in  trans- 
oceanic communication,  it  may  also  be 
found  useful  for  simultaneous  sending 
receiving  from,  sm.all  shore  stations  or 
ship  stations.  In  such  cases  it  may  be 
u.sed  to  neutralize  interference  from 
any  other  ship  or  shore  station.  By 
the  use  of  a  double  set  of  phase 
rotators  the  barrage  receiver  may  be 
used  to  neutralize  two  stations  in 
different  directions  simultaneously, 
and  this  principle  m.ay  be  carried  still 
further  if  desired.  It  is  thus  hoped 
that  this  developm.ent  will  open  up 
new  possibilities  in  dealing  with  a 
problem,  which  is  perhaps  the  most 
im.portant  in  the  immediate  future; 
that  is,  to  meet  the  demands  of  radio 
technique  for  a  rapidly  increasing 
number  of  svstems  of  communication. 


804     October,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII.  Xo.  10 


Radiophone  Transmitter  on  the  U.S.S. 
George  JVashitigton 

By  JoHx  H.  Payne 
Research  L.^boratory,  General  Electric  Company 

This  article  and  the  one  following  describe  the  radio  equipment  installed  on  the  U.S.S.  George  Washing- 
Ion  to  enable  President  Wilson  to  engage  in  direct  telephonic  communication  with  his  oflScials  in  Washington 
while  on  his  homeward  trip  from  the  Peace  Conference  in  Paris.  The  makeup  of  the  transmitting  apparatus 
is  described  below  and  interesting  details  of  its  operation  are  furnished. — Editor. 


During  the  first  part  of  March,  1919,  the 
Navy  Department  asked  the  Research  Labo- 
rator\-  of  the  General  Electric  Company  to 
install  a  radio  telephone  transmitter  on  the 
U.S.S.  George  ]]'ash!iigton,  to  work  in  connec- 
tion with  the  New  Brunswick  station,  so  that 
the  President  would  be  able  to  get  into 
telephonic  communication  with  Washington 
while  still  on  the  high  seas.  It  will  be  remem- 
bered that  at  that  time  President  Wilson  was 
in  Paris,  attending  the  Peace  Conference. 


generators  designed  to  operate  from  the  ship's 
mains  and  to  supply  these  voltages,  together 
with  their  control  and  starting  panels,  were 
hurriedly  put  together  and  the  whole  appara- 
tus shipped  to  Hoboken  by  auto  truck.  There 
the  apparatus  was  assem.bled  and  installed  on 
the  boat,  and  although  the  time  was  so  short 
that  it  could  not  be  tested  until  after  leaving 
the  dock,  it  perform-ed  rem-arkably  well  and 
gave  practically  no  trouble  during  the  three 
months  it  rem.ained  abroad. 


[7v-|.H-'|«((ihM'lV 


K>J 


is    ^^ii 


'tv 


Fig.  1.     Connections  of  the  Radiophone  Transmitter  Installed  on  the 
U.S.S.  George  Washington 


The  General  Electric  Company  had  then  no 
finished  equi])ment  that  would  be  suitable  for 
such  purpose  and  it  was  necessary  to  design 
and  build  a  special  set  for  this  particular  work. 

It  was  decided  to  build  a  set  employing  a 
ntimber  of  large  pliotrons  as  generators  of  the 
high -frequency-  current  required.  There  was 
in  the  Laboratory  at  that  time  a  panel 
arranged  to  hold  twelve  of  these  large  tubes 
and  to  this  was  added  another  section  con- 
taining the  necessary  modulating  apparatus. 

These  tubes  required  a  source  of  LjOO  to 
2000  volts  direct  current  and  a  separate  source 
of  20  volts  direct  current.     Special  motor- 


The  connections  of  the  radiophone  trans- 
mitter are  shown  in  Fig.  1.  In  this  diagram 
the  actual  number  of  tubes  used  in  each  stage 
are  not  shown:  also  the  details  of  the  control 
circuit,  by  which  the  operator  of  the  trans- 
mitter was  able  to  supenise  conversations 
and  to  connect  the  set  with  the  receiving 
apparatus  in  the  receiving  room  and  to  the 
President's  suite,  are  omitted  for  the  sake  of 
simplicity. 

The  action  was  as  follows :  The  microphone 
transmitter  M.  a  standard  telephone  desk  set. 
was  used  and  the  ctirrents  generated  by  the 
voice  were  stcp])cd  tip  in  voltage  by  the  trans- 


RADIOPHONE  TRANSMITTER  ON  THE  U.S.S.  GEORGE  WASHINGTON      805 


former  T,  and  amplified  by  the  pliotron  tube 
.4i.  In  this  set  this  was  a  single  small  tube 
having  a  rated  output  of  about  50  watts. 
The  output  circuit  of  this  tube  was  connected 
at  B  through  a  cajjacity  to  the  grids  of  two 
larger  tubes  of  200-watt  capacity  each,  where 
the  voice  currents  were  still  further  amplified. 

Two  similar  tubes,  C,  were  connected  as 
oscillators  to  generate  an  alternating  current 
of  about  170,000  cycles  (ISOO  meters).  The 
high-frequency  output  (in  watts)  of  these 
tubes  is  proportional  to  the  voltage  supplied  to 
their  plates.  The  plates  of  the  tubes  C  and 
B  are  connected  to  the  direct-current  source 
through  the  high  impedance  /,  and  therefore 
any  change  in  the  current  flowing  through 
the  tubes  B  will  cause  a  voltage  to  be  set  up 
across  this  impedance  and  a  resulting  change 
in  the  output  of  C.  In  this  way  the  high- 
frequency  output  of  C  is  made  to  correspond 
with  the  voice  currents  supplied  by  the  micro- 
phone M. 

Risa.  bank  of  twelve  200-watt  tubes  having 
their  grids  connected  in  multiple  and  coupled 
inductively  to  the  oscillating  circuit  of  C. 
The  plates  of  these  tubes  were  also  connected 
in  multiple  and  inductively  coupled  to  the 
antennae.  The  tubes  R  therefore  acted 
simply  as  an  amplifier  for  the  fluctuating  out- 
put of  C. 

With  an  input  to  the  plate  circuits  of  all 
the  tubes  of  1600  volts  and  between  two  and 
three  amperes,  an  antenna  current  having  a 
steady  value  of  from  30  to  33  amperes  was 
obtained.  An  oscillogram  taken  when  speak- 
ing into  the  microphone  showed  that  the  cur- 
rent in  the  antenna  then  fluctuated  from  3  to 
35  or  more  amperes.  The  wave  length  was  at 
all  times  maintained  at  1800  meters. 

After  the  installation  of  the  set  was  com- 
pleted on  April  12th,  a  great  many  interesting 
tests  were  made  before  the  President  boarded 
the  ship  almost  three  months  later. 

On  April  14th,  we  talked  to  the  U.S.S. 
Frederick,  at  that  time  about  150  miles  ahead 
of  us,  and  they  rejjorted:  "Phone  loud  and 
strong,  easily  understood."  On  April  Ifith, 
the  log  reads:  "Before  beginning  the  3:00 
p.m.  schedule  a  broadcast  message  was  sent 
on  the  George  Washington's  spark  transmitter 
at  600  meters  and  at  952  meters  asking  all 
ships  to  listen  for  our  radiophone  on  1800 
meters  and  report  how  they  received  us  and 
giving  their  position."  About  a  dozen  ships 
sent  in  reports.  The  ship  farthest  away  that 
reported  was  about  320  miles  from  us.  They 
reported  "  Phone  fine  on  crystal  with  Marconi 
type  receiver."     The  U.S.S.  President  Grant, 


about  150  miles  from  us,  reported  hearing  our 
radiophone  75  feet  from  the  head  phones  using 
a  four  stage  amplifier. 

Fig.  2  is  a  chart  showing  the  names  and 
positions  of  the  ships  which  reported  that 
they  had  received  on  the  test.    This  was  one 


9     jff     a 


e     -J  s.  __j  (>_  J  J,  ^: 


J  O       J^       2 


6'.Jj  tj^of?GC  ivAsf*f^i:>  re -^ 
7-r^  Crt  J-      A/='/?'i.  /6^ 


Fig.  2.     Chart  Showing  the  Names  and  Positions  of  Ships 

which  Reported  Hearing  Radiophone  Messages 

from  the  George  Washington 

of  the  first  tests  of  this  sort  and  from  then  on 
we  often  entertained  the  operators  of  other 
ships  by  phonograph  concerts  transmitted 
via  our  radiophone.  The  log  of  the  Navy 
receiving  station  at  Otter  Cliffs,  Maine,  shows 
that  at  one  time,  when  we  were  1000  miles 
away,  the  music  of  one  of  these  concerts  came 
in  so  loud  that  the  sailors  there  danced  to  the 
tunes  we  played. 

On  April  17th,  when  we  were  2184  miles 
from  Ambrose  Light,  Otter  Cliffs  reported 
hearing  our  tests  but  that  the  speech  at  that 
tim.e  was  not  clear. 

Up  to  this  time  the  full  output  of  the  set  had 
never  been  obtained  because  of  some  trouble 
with  the  power  circuit  supplying  our  motor- 
generator  sets.  In  Brest  this  trouble  was 
remedied  and  thereafter  all  our  tests  were 
made  at  about  full  output. 

On  April  27th,  we  began  our  first  return 
trip,    Secretary   of    War   Baker  and   several 


806     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


thousand  soldiers  being  on  board.  The  static 
most  of  the  time  was  verv^  bad  and  we  did  not 
get  into  touch  with  Otter  Cliffs  until  May  4th. 
when  they  reported :  ' '  Your  telegraph  signals 
excellent ;  speech  at  first  half  of  schedule  loud 
but  not  clear  and  on  the  last  half  ver\-  loud 
and  clear."  We  had  made  an  adjustment  in 
the  middle  of  the  schedule  when  we  had  dis- 
covered that  the  ciuality  of  the  speech  was 
poor.  Four  hours  later  they  reported  that 
they  were  copying  our  speech  on  a  typewriter. 
Later  in  the  day  a  number  of  commercial 
messages  were  transmitted  b}'  the  radio- 
phone set.     The  first  one  read  as  follows: 

"From  U.S.S.  George  Washington  via  Otter 
Cliffs,  Maine,  to  Perkins  Street,  New  York 
City.  'Expect  to  see  you  Monday  night. 
Love.  (Signed)  Ted.  3:30  p.m.'"  As  far  as 
the  writer  is  aware  this  was  the  first  actual 
paid  commercial  message  ever  transmitted 
by  radiophone  from  ship  to  shore.  Later  that 
da\'  Secretary  Baker  spoke  a  few  sentences 
over  the  phone  which  were  received  at  Otter 
Cliffs. 

On  the  following  day  the  set  was  used  to 
transmit  to  New  Brunswick,  where  the 
speech  was  automatically  relayed  over  the 
wires  to  Washington.  Several  persons  talked 
over  the  phone  on  the  ship  to  people  in 
Washington,  Secretary  of  War  Baker  talking 
for  some  time  with  Assistant  Secretan,^  of 
Navy  Roosevelt,  and  making  arrangements 
to  meet  some  relatives  in  New  York  upon  his 
arrival  there. 

On  the  occasion  of  one  of  the  coricerts  which 
we  gave  on  this  trijj  the  radiomen  on  the  U.S.S. 
Pastores.  then  (iOO  miles  distant,  connected 
the  loud  speaking  telephone  on  the  bridge  of 
the  ship  with  the  receiver  and  tuned  in  the 
George  Washington's  wave.  One  of  the  radio 
men,  telling  the  writer  of  the  incident,  said 
that  some  of  the  f)fFicers  and  men  were  so 
sur])rised  at  the  loudness  and  clearness  of  the 
music  and  voices  that  they  at  first  refused  to 
believe  that  the  sounds  were  actually  coming 
from  the  George  Wcisliingtov.  and  it  was  only 
with  difficulty  that  they  were  convinced  that 
the  radio  men  were  not  n\i  to  some  tnckery. 

On  May  10th  the  George  Washington  again 
started  for  France  and  on  this  trip  nimierous 
tests  were  made.  We  were  in  communication 
with  New  Brunswick  until  we  were  some  S()(l 
miles  awav,  when  the  interference  and  static 
became  so  heavy  that  we  gave  up  and  all  tests 
were  discontinued  until  our  arrival  at  Brest. 

While  lying  in  Brest  harbor  we  tested  out 
the  set  and  representatives  from  Admiral 
Sims'  office  in  London  listened  for  vis  there. 


We  received  the  following  report :  ' '  Your 
schedule  received,  signal  strength  ten,  modula- 
tion good  .  .  .  ."  London  is  about 30U 
miles  from  Brest  and  "strength  ten"  seems 
ver\'  loud. 

While  we  were  in  Brest  the  XC-4,  enroute 
from  Portugal  to  England;  passed  over  and 
circled  the  ship.  An  effort  was  made  to  talk 
with  her  by  the  radiophone.  The  operator 
of  the  NC-4  in  conversation  with  the  writer 
later  said  that  he  heard  our  signals  but  that 
they  were  so  loud  with  the  amplifier  that  he 
was  using  as  to  be  uncomfortable  and  scarcely 
understandable.  If  more  time  had  been 
available  it  is  probable  that  good  com- 
munication could  have  been  established  with 
the  XC-4  before  she  landed  in  England. 

On  June  29th,  we  started  on  our  return  trip. 
President  Wilson  and  party  being  aboard. 
When  we  had  approached  to  within  130U  miles 
from  Ambrose  Light  we  picked  up  a  message 
from  Otter  Cliffs  to  New  Brunswick  saying: 
"For  information,  can  hear  George  Washing- 
ton's wireless  telephone  fine;  can  copy  solid 
but  at  present  Glace  Bay  causing  interfer- 
ence." 

On  July  4th  an  effort  was  made  to  transmit 
the  President's  speech  to  the  troops  by  radio- 
])hone.  A  telephone  microphone  was  con- 
cealed on  the  stand  where  he  was  scheduled  to 
speak,  but  due  to  a  misunderstanding  the 
President  spoke  on  a  lower  deck  some  2tl  feet 
from  the  microphone.  All  ships  had  been 
notified  to  listen  for  the  President's  speech, 
but  only  an  occasional  word  could  be  heard. 
This  was  ver\-  much  to  be  regretted,  as  the 
atmos])heric  conditions  were  s])lendid  at  the 
time.  The  writer  read  the  President's  speech 
in  the  jjhone  a  few  hours  afterward.  Colonel 
Carr,  Department  Signal  Oflicer  of  the  South- 
western Department  of  the  Signal  Corps,  has 
since  told  the  writer  that  he  heard  portions  of 
the  speech  on  a  small  antenna  in  San  Antonio, 
Texas.  _  This  distance  was  roughly  .'>(i(Mi  miles 
and  almost  entirely  over  lanil. 

On  Jtily  .'ith  antl  (ith.  the  static  conditions 
were  so  bad  that  we  had  difficulty  in  getting 
into  good  communication  with  either  New 
Brunswick  or  t)tter  Cliffs,  hut  on  the  7th  we 
got  several  messages  through,  though  it  was 
not  at  all  satisfactory-.  The  ship  was  then 
only  about  37.i  miles  from  Ambrose  Light. 

Later  in  the  dav  the  conditions  grew  worse 
and  it  was  not  until  the  following  morning  that 
really  satisfactor\'  two-way  communication 
was  obtained  and  the  President  was  able  to 
send  a  message  over  the  radiophone  to  Secro- 
tar\-  Roosevelt  in  Washington. 


SOT 


Duplex  Radiophone  Receiver  on  U.S.S. 
George  JVashington 

B>-  Harold  H.  Beverage 
Radio  Exgineerixg  Department,  General  Electric  Company 

In  arranging  for  duplex  or  two-way  communication  between  the  George  IVashinglon  and  land  stations, 
one  of  the  major  diflficulties  encountered  was  the  prevention  of  each  receiver  from  being  affected  by  the  pow- 
erful interference  of  its  own  transmitter.  This  problem  as  applying  to  the  land  station  at  New  Brunswick 
was  solved  by  separating  the  transmitting  and  receiving  stations  a  distance  of  four  miles.  The  solution  em- 
ployed on  the  George  Washington  was  of  necessity  totally  different.  A  description  of  the  schemes  used,  with 
particular  reference  to  receiving,  is  given  in  the  following  article.  E.xtracts  from  the  ship's  log  are  included 
to  show  the  successful  performance  of  the  equipment. — Editor. 

New  Brunswick's  radiophone  while  the  ship 
was  lying  at  anchor  in  Brest  Harbor,  France. 

The  results  of  these  tests  were  so  encourag- 
ing that  the  Navy  Department  decided  to 
install  a  powerful  radiophone  on  the  George 
Washington,  to  enable  the  ship  to  talk  back 
to  the  shore.  The  General  Electric  Company 
was  asked  to  furnish  the  radiophone  equip- 
m.ent,  both  transmitting  and  recei\-ing. 


Introduction 

On  February  22,  1919,  Secretary  of  Navy 
Daniels,  sitting  at  his  desk  in  Washington, 
picked  up  his  telephone  and  spoke  a  few  words 
of  greeting  to  President  Wilson,  then  SOO  miles 
at  sea  oia  the  U.S.S.  George  ]]'ashingto)i. 

Secretars-  Daniels'  voice  was  carried  over 
the 'regular  toll  line  from  Washington  to  the 
Naval    Radio    Station    at    New    Brunswick, 


Fig.  I.     Receiving  Set  and  Telephone  Communication  Station  of  the 
U.S.S.  George  Washington's  Radio  Telephone  Pliotron  Equipment 


N.  J.,  where  the  voice  currents  were  amplified 
to  such  an  extent  as  to  moditlate  the  output 
of  an  Alexanderson  alternator.  This  modu- 
lated energy  was  radiated  from  the  New 
Brunswick  antenna  and  was  picked  up  on  the 
George  Waslirngtoii. 

Previous  to  this  demonstration,  the  oper- 
ators on   the  George  ]]'ash!)igto>i  had   heard 


Requirements  for  Two-way   Radiophone   Conversa- 
tion 

In  order  to  make  a  two-way  conversation 
possible  over  a  radiophone,  it  is  necessary 
either  to  shut  off  the  transmitting  set  when 
receiving,  or  to  so  arrange  the  receiving  appa- 
ratus that  it  will  be  unaffected  by  the  powerful 
interference  from  the  local  transmitter. 


808     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


On  small  radiophone  sets  the  first  method  is 
often  used,  the  transmitter  being  started  and 
stopped  by  a  convenient  push  button  located 
on  the  microphone  support.  More  or  less 
confusion  is  likely  to  result  from  this  method 
of  control,  as  it  is  impossible  for  the  party 


^ 


Detector 
Rccieving      and 
Set        Amplifier 


Bg-imorTcla-phone  Line 
^^1^" ^  Miles "cjllis   To  New  Brunswick  Telephone  E>chonqc 


Recievmg  Station 


Transmitting  5totion 


Smoli 

Ptiotron 

Amplifier 


n. 


Multiple  Tuned  Antenna 


Large 
Pliotron 
Amplifier 


Alexanderson 


Alternator 


IP 

Maqnetic 
Amplifier 


Fig.  2.     Connection  Used  for  Duplex  Operation  at  New  Brunswick  Station 


talking  to  hear  the  other  party  until  he 
releases  the  push  button,  thereby  shutting  oE 
his  transmitter.  This  method  of  operation 
is  not  readily  adapted  to  remote  control  over 
a  long-distance  toll  line. 

On  high-power  radiophones,  particularly 
where  an  alternator  is  used  to  supply  the 
radio  frequency  energA%  the  push  button 
method  of  control  is  impractical,  if  not  impos- 
sible in  many  cases.  For  these  reasons,  the 
second  or  duplex  method  for  two-way  con- 
versation was  chosen  for  both  New  Brunswick 
and  the  George  Washington. 

Duplex  Arrangements  at  New  Brunswick 

At  New  Brunswick,  Mr.  Burke  Bradbury 
made  arrangements  for  duplex  operation  by 
setting  up  the  receiving  apparatus  at  a  point 
about  four  miles  from  the  radio  station,  and 
sending  the  amplified  received  currents  back 
to  the  radio  station  over  an  existing  telci^honc 
line  connecting  New  Brunswick  with  the  Mar- 
coni receiving  station  at  Belar. 

Fig.  2  shows  the  connections  used  for  du- 
plex operation  at  New  Brunswick.  It  will  be 
noted  that  the  received  currents  are  intro- 
duced in  series  with  the  toll  line  leading 
from  New  Bnmswick,  enabling  the  party 
talking  from  Washington  or  any  other  point 


to    hear    the    incoming    radiophone    speech 
over    the    same    wires    which    transmit    his 
own   speech    to    New    Brunswick,    as    in   an 
ordinary  land   wire   connection.     It    is   also 
evident  that,  with  this  connection,  the  speech 
and    signals    picked    up    by    the    recei\-ing 
apparatus    at    New    Brunswick 
will  modulate  the  alternator  out- 
put and  be  re-radiated  again  at 
New  Brunswick's  wave  length. 
Anyone  listening  on  New  Bruns- 
wick's wave  length  would,  there- 
fore, hear  both  sides  of  the  con- 
versation.   This  explains  a  point 
which    puzzled    many    amateur 
operators,    who    reported    that 
thev  heard  the  George  Washing- 
io«  radiophone  on  SOOO  or  13,600 
meters,  whereas  the  wave  length 
of  the  radiophone  on  the  George 
Washington    was    1800    meters. 
The  wave  lengths  of  SOOO  and 
13,000  meters  were  both  used  at 
New  Brunswick  for  radiophone 
tests    at    various    times.     The 
writer  often  heard   short  wave 
spark  signals  while  listening  to 
the  New  Brunswick  radiophone 
on  the  George  Washington,   the 
signals  being  picked  up  by  the  receiving  appa- 
ratus at  New  Brunswick  and  being  re-radiated 
in  the  manner  described. 

Duplex  Arrangements  on  U.S.S.  George  Washington 
The  solution  for  duplex  operation  on  the 
George  Washington  was  necessarily  dilTerent 
than  for  New  Bnmswick,  as  the  receiving 
and  transmitting  apparatus  could  not  be 
located  at  difTerent  points  as  at  New  Bruns- 
wick. The  problem  which  presented  itself, 
therefore,  was  to  provide  receiving  apparatus 
sensitive  enough  to  respond  loudh-  to  received 
currents  of  a  few  millionths  of  an  ampere  on 
SOOO  meters,  and  yet  be  practically  unre- 
sponsive to  a  radiation  of  thirty  or  more 
amperes  at  ISOO  meters,  radiating  on  an 
antenna  stretched  from  the  same  masts  as  the 
receiving  antenna. 

As  a  solution  for  this  problem,  Mr.  E.  F. 
W.  Alexanderson,  Chief  Engineer  of  the  Radio 
Engineering  Deiiartmcnt,  suggested  the  cir- 
cuit shown  in  Fig.  3.  This  circuit  was  first 
tried  out  in  Schenectady,  using  the  same 
antenna  for  both  receiving  and  sending.  It 
was  foiuid  possible  to  receive  signals  from 
Europe  on  long  wave  lengths  and  at  the  same 
time  radiate  ten  amperes  at  4000  meters  on 
the  same  antenna,  using  either  an  .Mexantler- 


DUPLEX  RADIOPHONE  RECEIVER  ON  U.S.S.  GEORGE  WASHINGTON      809 


son  alternator  or  a  pliotron  oscillator  as  the 
source  of  energy. 

On  the  George  Washington,  however,  sepa- 
rate receiving  and  transmitting  antennas  were 
used,  arranged  as  shown  in  Fig.  4. 

Fig.  3  shows  the  connections  used  in  the 
duplex   receiver   on   the   George   Washington. 


set  is  in  series  with  the  frequency  trap,  the 
interference  from  the  local  transmitter  is 
reduced  in  the  ratio  of  the  impedances  of  the 
two  branches  to  ISOO  meters,  or  1(30/250,000, 
so  that  the  interference  is  reduced  to  0.6  of  one 
per  cent  of  the  interference  that  would  be 
experienced  without  the  filter  circuit.     The 


W lOOft. — 


174  Meter  Set 


Fig.  4.     Arrangement  of  the  Separate  Receiving  and  Transmitting  Antennae  on  the 
U.S.S.  George  Washington 


The  current  from  the  receiving  antenna 
divides  through  two  parallel  branches;  Ci 
being  one  branch,  and  FC-iL\,  the  second 
branch.  The  "frequency  trap"  F  is  tuned  to 
the  transmitting jWave  length  of  1800  meters. 


pnonc  Pluq  For 
SE 1000  Amplifier 


To  Radio  Room 


I- 50V  linv 


Fig.  3.     Connections  Used  for  the  Duplex  Receiver 
on  the  U.S.S.  George  Washington 


and  offers  an  impedance  of  about  250,000 
ohms  at  1800  meters,  but  a  very  low  imped- 
ance to  long  wave  lengths.  The  condenser 
Ci  has  a  capacity  of  0.006  microfarads,  and 
offers  an  impedance  of  about  1 60  ohms  at  1 800 
meters.     As  the  primary  L\  of  the  receiving 


remaining  interference  is  so  small  that  it  is 
easily  taken  care  of  by  tuning  alone. 

The  variable  condenser  C-y  tunes  the 
primary  of  the  receiving  set  to  the  long  wave 
length  which  it  is  desired  to  receive.  The 
inductance  of  the  frequency  trap  F  enters  into 
the  tuning  of  the  primary  circuit,  and  there- 
fore the  frequency  trap  offers  practically  no 
impedance  to  the  long  waves.  The  branch 
FC2L1  offers  only  a  few  ohms  effective  resist- 
ance to  the  long  wave  length  to  which  it  is 
tuned,  while  the  branch  Ci  offers  a  com- 
paratively high  impedance,  about  1200  ohms 
for  13,600  meters.  It  is,  therefore,  possible 
to  receive  the  long  waves  at  practically  full 
intensity,  and  yet  render  the  receiver  very 
insensitive  to  the  effects  of  the  powerful  radia- 
tion from  the  local  transmitter. 

The  remainder  of  the  apparatus  is  the  same 
as  is  used  for  receiving  telegraph  signals, 
excepting  that  it  is  adjusted  to  receive  a  wider 
band  of  frequencies  than  a  telegraph  receiver, 
in  order  to  receive  all  components  of  the 
telephone  wave  necessary  for  clear  speech. 
If  the  receiver  is  too  sharply  tuned,  the  quality 
of  the  telephone  speech  on  long  waves  is  very 
poor,  because  only  one  frequency  is  received 
strongly  and  other  frequencies  are  suppressed. 
For  long  wave  telephony,  it  is  very  essential 
to  tune  the  receiver  in  such  a  manner  that 
it  is  capable  of  receiving  a  band  of  frequencies 
within  about  1 000  cycles  on  either  side  of  the 
carrier  wave.  On  short  wave  lengths,  1000 
cycles  is  a  very  small  per  cent  of  the  carrier 
frequency  and  an  ordinary  sharply  tuned  tele- 
graph receiver  will  receive  telephone  speech 
clearly.    On  wave  lengths  above  10,000  meters 


810     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


lUOU  cycles  is  several  per  cent  of  the  carrier 
frequency,  and  the  average  telegraph  receiver 
is  tuned  too  sharply  to  receive  all  of  the  fre- 
quencies necessary-  for  clear  speech,  the  speech 
sounding  muffled  and  being  ver\-  difficult  to 
understand.  With  broad  tuning,  however,  the 
long  wave  length  speech  may  be  recei\-ed 
clearly  with  good  quality. 

The  adjustment  of  the  duplex  feature  of 
this  receiver  is  very  simple.  First,  the  receiv- 
ing set  is  tuned  to  the  wave  length  it  is 
desired  to  receive.  Then,  the  frequency  trap 
F  is  adjusted  until  the  interference  and  noise 
produced  by  the  local  transmitter  disappear 
and  the  distant  signals  are  heard  clearly.  The 
frequency  trap  adjustment  is  ver^i-  sharp,  and 
in  the  case  of  the  George  Washington  the  radi- 
ation from  the  transmitter  was  so  powerful 
that  the  detector  bulb  was  rendered  in- 
operative until  the  frequency  trap  condenser 
was  within  a  ver\-  few  degrees  of  the  correct 
position. 

Some  idea  of  the  effectiveness  of  the 
duplex  feature  of  the  receiving  set  may  be 
gained  from  the  following  demonstrations: 
When  the  pliotron  transmitter  on  the  ship 
was  in  operation,  radiating  about  30  amp. 
on  the  main  antenna  at  ISOO  meters,  the 
receiving  antenna  was  sufficiently  exposed 
to  light  a  4()-watt  lamp  to  full  brilliancy 
when  the  lamp  was  placed  in  series  ^\ith 
the  receiving  antenna.  The  intensity  of  the 
interfering  current  reaching  the  receiving 
set  secondary'  was  so  small,  however,  that 
no  interference  whatever  was  experienced 
above  6000  meters  when  the  pliotron  trans- 
mitter was  being  used  for  continuous  wave 
telegraphy  with  30  amp.  radiation.  When 
the  pliotron  transmitter  was  modulated  by 
voice  or  buzzer,  the  modulation  could  be  heard 
weakly  on  13.()00  meters,  and  a  little  stronger 
on  ,S000  meters.  The  interference  from  the 
modulation  was  never  strong  enough  to  inter- 
fere with  telegraph  reception  from  New  Bruns- 
wick on  either  13.(>00  meters  or  8000  meters, 
even  in  Brest  Harbor,  but  it  was  strong 
enough  to  interfere  slightly  with  the  New 
Brunswick  radiophone  when  the  shii^  was 
several  hundreil  miles  away  from  Xew  Bruns- 
wick, as  the  radiophone  intensity  was  ver\- 
much  less  than  the  intensity  when  Xew 
Brunswick  was  telegraj^hing.  The  interfer- 
ence or  "side  tone."  however,  was  not  loud 
enough  or  clear  enough  to  understand:  and 
it  was  necessary  for  intercommunication  jjur- 
poses  to  introduce  an  artificial  side  tone 
enabling  the  transmitter  operator  to  sjicak  to 
the  receiving  operator  for  changes  in  control. 


etc.  For  duplex  telephony  the  side  tone  is  not 
only  unobjectionable,  but  is  more  or  less 
desirable,  as  it  more  nearly  approxim.ates 
the  conditions  in  the  ordinary  land  wire 
telephone. 

It  was  noted  that  in  very  wet  weather  the 
side  tone  was  appreciabh-  stronger  than  in  dr\- 
weather,  probably  due  to  leakage  currents 
between  the  transmitting  and  receiving  ante- 
ras  over  the  wet  insulators.  However,  duplex 
operation  was  satisfactory-  in  ver>-  wet 
weather,  with  a  few  exceptions.  On  one 
or  two  occasions,  it  was  found  that  wet 
halyards  swinging  against  the  receiving  an- 
tenna produced  more  or  less  inductive  dis- 
turbance when  the  transmitter  was  working. 
During  rough  weather,  when  the  ship  was 
rolling  and  pitching  badly,  it  was  sometimes 
ciuite  difficult  to  keep  the  receiver  quiet  when 
the  transmitter  was  in  operation.  Loud  induc- 
tive disturbances,  s\-nchronous  with  the 
rolling  or  pitching  of  the  ship,  were  obser\-ed 
several  times.  In  each  case,  the  source  of  dis- 
turbance was  found  to  be  an  antenna  lead-in 
grounding  somewhere  on  a  metal  stay  or  some 
other  grounded  metal  object.  -As  there  were 
about  twelve  antennae  on  the  ship,  it  was 
sometimes  difficult  to  locate  the  source  of  dis- 
turbance immediately.  It  was  found  neces- 
sar\-  to  insulate  each  antenna  lead-in  care- 
fully in  such  a  manner  that  it  could  not  swing 
against  a  grounded  object  when  the  ship  was 
rolling  and  pitching  in  a  storm. 

Extracts  from  Log 

Mr.  John  Pa>ne  and  the  writer  m.ade  two 
trips  to  France  on  the  George  U'ashitigtott. 
On  the  first  trij).  the  shi])  .mailed  from  Hobokcn 
on  April  11th.  Due  to  the  short  time  avail- 
able for  installing  the  radiophone,  the  ship 
was  out  of  range  before  arrangements  were 
completed  for  duplex  operation  and  no  duplex 
conversations  were  tried. 

During  this  trip,  the  New  Brunswick  radio- 
phone was  operated  at  a  wave  length  of  l.'?.((0(l 
meters  with  an  average  antenna  current  of 
120  amps.  The  New  Brunswick  radiophone 
was  o])erated  on  definite  schedules  (hiring  the 
day  and  evening,  and  was  received  consist- 
ently U])  to  about  1200  miles,  with  the  excep- 
tion of  a  few  schedules  when  the  ship  was  in  the 
gulf  stream,  and  heavy  static  interfered  with 
reception.  The  speech  was  partially  under- 
stood up  to  2.")0{)  miles  when  the  static  con- 
ditions were  favorable,  and  was  heard  but  not 
imderstood  at  still  greater  distances. 

On  the  retuni  trip  from  Br-si.  the  New 
Brunswick    radio))hone   was   heard,   but   not 


DUPLEX  RADIOPHONE  RECEIVER  ON  U.S.S.  GEORGE  WASHINGTON      Nil 


understood,  as  soon  as  the  ship  left  Brest 
Harbor.  At  a  distance  of  2UU()  miles  from 
New  Brunswick,  complete  sentences  and 
orchestra  selections  were  recognized  on  the 
shi]).  The  orchestra  music  was  obtained  by 
placing  a  telephone  near  the  orchestra  at  the 
New  Bninswick  Opera  House,  and  also  at  the 
Hotel  Klein.  At  a  distance  of  120U  miles 
practically  all  of  New  Brunswick's  speech  was 
understandable  under  nomial  static  con- 
ditions. 

Due  to  very  unfavorable  static  conditions, 
duplex  conversations  were  not  satisfactor>- 
until  the  ship  was  about  200  miles  from  New 
York,  on  the  morning  of  May  oth.  After 
establishing  satisfactory  duplex  conversation 
with  the  engineers  at  New  Brtmswick  and 
Navy  officials  in  Washington,  Secretary  of 
War  Baker  on  the  George  Washington  held  a 
conversation  with  Assistant  .Secretary  of  Navy 
Roosevelt  in  Washington.  Secretary  Baker 
remarked  that  "the  connection  was  as  good 
as  over  an  ordinary  toll  line." 

The  George  Washington  sailed  from  Hobo- 
ken  again  on  May  10th.  The  first  duplex 
conversations  were  held  while  a  heavy  sea  was 
nmning  and  in  a  driving  rain,  and  consider- 
able difficulty  was  experienced  from  inductive 
disturbances  caused  by  the  lead-in  on  unused 
antennas  swinging  against  grounded  objects. 
Later,  fairly  satisfactory  conversations  were 
held  with  New  Brunswick  up  to  a  distance 
of  about  400  miles  from  New  York.  At  that 
distance,  very  bad  static  was  experienced 
which  made  the  reception  tinsatisfactory  on 
both  ends,  particularly  on  the  George  Wash- 
ington. After  the  ship  was  about  SOO  miles  out 
the  static  conditions  on  the  ship  end  were 
much  improved,  so  that  New  Brtmswick  was 
easily  understood  again.  New  Brunswick 
could  hear  the  George  Washington  at  this 
distance,  but  could  not  understand  the  speech 
well  enough  to  work  duplex  satisfactorily. 

While  the  George  Washington  was  lying  at 
anchor  in  Brest  Harbor,  some  radiophone  tests 
were  made  at  New  Brunswick,  using  a  wave 
length  of  8000  meters.  During  these  tests, 
the  average  antenna  current  at  New  Bruns- 
wick was  about  50  amp.,  as  compared  with 
an  antenna  current  of  120  amp.  at  13,600 
meters.  At  night,  the  SOOO-meter  wave  length 
radiophone  was  received  much  clearer  and 
stronger  than  the  13,600-meter  wave  length, 
but  very  little  was  understood  due  to  inter- 
ference and  static.  However,  it  was  possible 
to  recognize  selections  sung  at  New  Bruns- 
wick. On  one  occasion,  Mr.  W.  W.  Brown's 
voice  was  clearly  recognized  singing  "Amer- 


ica." Sometimes,  at  night,  the  SOOO-meter 
wave  with  50  amp.  average  antenna  current 
was  received  by  heterodyne  note  as  strong  or 
stronger  than  the  13,600-meter  telegraph 
wave  with  an  antenna  current  of  350  amp. 
In  the  daytime,  the  conditions  were  reversed, 
and  the  13,600-meterwave  length  was  received 
much  stronger  than  the  SOOO-meter  wave 
length.  In  fact,  it  was  often  impossible  even 
to  pick  up  the  SOOO-meter  wave  length  in 
Brest  Harbor  in  the  daytime,  although  at 
night  the  same  radiation  was  very  strong. 

The  George  Washington  sailed  from  Brest 
again  on  June  2()th  with  President  Wilson  and 
party  aboard.  When  the  ship  was  2400  miles 
from  New  York,  New  Bnmswick  began  to 
make  tests  comparing  the  SOOO-meter  and  the 
13, 600 -meter  wave  lengths  with  50  and  120 
amp.  average  antenna  current  respectively. 
The  first  test  was  run  at  night,  and  the  SOOO- 
meter  radiophone  was  understood  fairly  well 
at  this  distance  of  2400  miles,  while  the  13,600- 
meter  wave  length  could  not  be  understood 
due  to  static,  although  the  radiation  in 
amperes  was  over  twice  as  great.  The  next 
test  was  made  on  the  following  day,  with  day- 
light. The  distance  between  New  Bnmswick 
and  the  George  Washington  was  about  2000 
miles.  Both  wave  lengths  were  received  about 
the  same  on  this  occasion.  From  this  point  on 
the  SOOO-meter  wave  length  was  received 
better  than  the  13,600-meterwave  length,  day 
or  night.  From  a  distance  of  1600  miles  until 
the  ship  docked,  the  SOOO-meter  radiophone 
was  understandable  at  most  schedules  except- 
ing when  there  was  interference  from  Glace 
Bay. 

The  first  duplex  conversation  on  this  trip 
was  held  on  July  7th,  when  the  George  Wash- 
ington was  about  375  miles  from  New  York. 
The  first  conversation  was  not  very  satis- 
factory, due  to  static  and  interference  at  New 
Brunswick.  Later  in  the  day,  fairly  satisfac- 
tory duplex  conversations  were  held  between 
New  Brunswick  and  the  George  Washington. 
but  it  was  necessary  to  repeat  some  of  the 
sentences  several  times  before  they  could  be 
understood.  It  was  decided  that  the  con- 
ditions were  not  quite  favorable  enough  for 
President  Wilson  to  talk,  and  it  was  hoped 
that  the  static  conditions  would  improve 
later  in  the  day.  The  static  conditions  be- 
came worse,  however,  so  the  presidential  con- 
versation was  deferred  until  the  following  day. 
On  the  following  morning,  satisfactory  com- 
munication was  established,  and  the  President 
was  able  to  send  a  message  over  the  radio- 
phone to  Assistant   Secretary  Roosevelt  via 


812     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


radiophone  to  New  Brunswick  and  thence  to 
Washington  over  the  toll  line. 

Conclusion 

On  all  trips,  New  Brunswick  was  received 
well  up  to  about  300  or  400  miles.  Between 
300  and  500  miles  from  New  York,  the 
reception  of  New  Brunswick  radiophone  was 
generally  comparatively  poor  on  evers^  trip, 
due  to  very  strong  static.  Beyond  600  miles 
from  New  York,  the  reception  on  the  George 
Washington  was  generally  good  again  on  all 
trips.  The  static  conditions  seemed  to  be 
most  unfavorable  on  the  western  edge  of  the 
Gulf  Stream,  and  all  signals  appeared  to  be 
comparatively  weak  there. 

During  all  of  these  tests,  the  New  Bruns- 
wick radiophone  was  received  with  the 
detector  oscillating  at  zero  beat.  Non- 
oscillating  detector  reception  was  also  tried, 
using  a  multistage  radio  frequency  amplifier. 
Good  reception  was  obtained,  but  it  was 
found  more  practical  for  duplex  operation  to 
use  the  oscillating  detector,  as  it  was  not  as 
subject  to  interference  from  the  transmitter 
as  the  radio  frequency  amplifier  system,  due 
to  the  fact  that  the  radio  frequency  amplifier 
tended  to  amplify  the  high-frequency  harmon- 
ics from  the  transmitter  to  a  great  extent. 


The  duplex  reception  with  the  zero  beat 
method  of  reception  with  oscillating  detector 
was  very  satisfactor\-.  Under  normal  con- 
ditions, the  static  produced  a  much  louder 
sound  than  the  side  tone  from  the  local 
transmitter,  so  that  the  distance  that  it 
was  possible  to  receive  New  Brunswick's 
radiophone  successfully  was  limited  by  the 
static  rather  than  the  side  tone  from  the 
local  radiophone  transmitter.  The  master 
oscillator  method  of  generating  the  radio 
frequency  energy-  used  by  Mr.  Payne  on 
the  George  Washington  radiophone  produces 
a  wave  which  is  remarkably  free  from 
harmonics. 

When  the  pliotron  set  was  being  used  for 
continuous  wave  or  buzzer  modulation  teleg- 
raphy, sending  commercial  messages  to  Otter 
Cliffs,  Maine,  it  was  found  possible  to  stand 
watch  on  New  Brunswick  without  the  slight- 
est interference  from  the  pliotron  transmitter. 
This  feature  may  be  found  useful  in  the  future 
on  large  ships  with  heavy  traffic,  as  it  enables 
them  to  send  and  receive  simultaneously. 
With  this  type  of  duplex,  it  is  possible  to 
work  down  to  within  about  twice  the  wave 
length  of  the  transmitter  when  the  trans- 
mitter is  being  used  for  continuous  wave 
telegraphy. 


Relaying  Messages  from  Washington  Through  the  New  Brunswick  Radio  Station 


813 


The   Alexanderson    System   for   Radio 
Communication 

By  Elmer  E.  Bucher 
Commercial  Department,  Radio  Corporation  of  America 

The  attainment  of  a  system  of  radio  communication  free  from  the  objectionable  features  and  limitations 
of  the  arc  and  spark  gap  types  has  been  realized  in  the  Alexanderson  system.  It  has  introduced  into  the 
realm  of  radio  the  same  degree  of  certainty  of  expectations  and  reliability  of  results,  in  generation,  control, 
and  distribution,  as  has  for  a  long  time  been  characteristic  of  operations  in  the  field  of  commercial  light  and 
power.  The  generator,  although  necessarily  of  special  construction,  is  designed  in  conformity  with  estabhshed 
electric,  magnetic,  and  mechanical  laws.  Its  speed  is  held  constant  within  one-tenth  of  one  per  cent  by  an 
especially  developed  speed  regulator.  The  output  of  the  station,  which  fluctuates  with  the  message  being 
sent,  is  controlled  by  an  ingenious  and  extremely  sensitive  non-arcing  device  called  a  magnetic  amplifier. 
The  multiple  tuning  of  the  antenna  permits  of  radiating  the  energy  at  a  vastly  improved  efficiency.  The 
following  article  thoroughly  describes  the  complete  system  in  great  detail  and  in  a  manner  that  is  easily 
understood. — Editor. 


General 

Radio  engineers  early  foresaw  that  the 
ultimate  generator  of  oscillations  for  radio- 
telegraphy  and  telephony  would  be  one  of 
a  type  providing  more  efficient  and  reliable 
operation  than  the  systems  utilizing  the  "arc" 
and  "spark."  In  fact  the  literature  of  the 
past  makes  frequent  references  to  the  desir- 
ability of  an  oscillation  generator  constructed 
along  the  lines  of  an  ordinar\^  power-house 
alternator;  but  because  such  alternators  were 
required  to  provide  frequencies  a  thousand 
times  or  more  in  excess  of  those  used  in  power 
engineering,  new  problems  of  designs  were 
encountered  which  were  declared  by  many 
to  be  well-nigh  insurmountable.  For  a  time 
the  development  of  the  art  seemed  to  follow 
the  line  of  least  resistance,  and  it  resulted  in 
the  evolution  of  several  systems  utilizing  the 
"arc,"  the  "spark  gap,"  and  the  type  of  radio 
frequency  alternator  which  generates  at  a 
comparatively  low  frequency,  the  necessary 
increase  of  frequency-  being  obtained  either  by 
groups  of  mono-inductive  transformers  exter- 
nal to  the  alternator,  or  by  tuned  "reflector" 
circuits  associated  with  the  alternator.  None 
of  these  systems,  however,  can  be  said  to  have 
satisfied  fully  the  exacting  requirements  of 
commercial  operation. 

An  oscillation  generator  suitable  for  com- 
mercial radio  service  over  great  distances 
should  possess  the  following  q^ialifications : 

(1)  It  should  generate  a  steady  stream  of 
oscillations  of  constant  amplitude. 

(2)  It  should  generate  a  so-called  "pure" 
wave;  that  is,  a  fundamental  wave  in 
which  the  radiation  incurred  by  super- 
imposed harmonics  is  negligible. 

(.3)  It  should  provide  a  performance  as 
reliable  as  the  ordinary  power  dynamo. 


(4)  It  should  operate  economically  and 
efficiently. 

(5)  It  should  permit  manufacture  of  units 
in  any  desired  power. 

(6)  The  design  of  the  whole  system  should 
be  such  as  to  permit  telegraphic  signal- 
ling at  ver\'  high  speeds. 

The  above  specifications  are  met  fully  and 
fairly  in  the  Alexanderson  system. 

As  is  well  known,  the  design  of  radio  fre- 
quency alternators  has  occupied  the  attention 
of  Mr.  Ernst  F.  W.  Alexanderson  of  the 
General  Electric  Company  (U.  S.  A.),  and  his 
staff  for  a  number  of  years,  and  the  pioneer 
work  of  these  men  in  that  branch  of  radio 
research  is  now  a  matter  of  common  knowl- 
edge. Starting  with  the  development  of  sev- 
eral experimental  types  of  alternators,  they 
have  steadily  progressed  toward  the  designs 
of  more  powerful  machines  which  are  now 
available  for  commercial  use.  Standardized 
alternator  sets  for  transmission  at  wave 
lengths  between  6000  and  10,000  meters  and 
between  10,500  and  25,000  meters  are  now  in 
production.  This  description  is  devoted 
principally  to  the  discussion  of  a  200-kilowatt 
set,  although  sets  of  other  powers  are  now 
under  construction. 

The  typical  Alexanderson  high-power 
station  may  be  said  to  represent  a  radical 
departure  from  current  ideas  regarding  radio 
design.  In  fact,  at  first  glance,  it  seems  to 
possess  little  in  common  with  the  apparatus 
of  other  systems.  These  features  will  pres- 
ently be  described  in  greater  detail. 

The  Radio  Corporation,  after  an  extensive 
test  of  the  Alexanderson  system  at  its 
high  power  station  at  New  Brunswick,  N.  J., 
has  acquired  the  rights  to  the  Alexanderson 
system,  and   it  will   be    employed  at  all   its 


814     October,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


stations  devoted  to  long-distance  signalling. 
A  200-kilowatt  alternator  set  was  installed 
at  Xew  Brunswick  in  September,  191S,  and 
from  that  time  it  has  provided  continuous 
and  most  satisfactory  service  in  continent- 
to-continent  communication.  Normal  trans- 
mission is  at  present  conducted  at  the  wave 
length  of  13,600  meters,  with  antenna  current 
of  400  amperes  corresponding  to  an  alternator 
output  of  approximately  SO  kilowatts.  With 
this  fractional  value  of  the  available  output 
of  the  alternator,  transoceanic  communica- 
tion has  been  maintained  with  European 
stations  throughout  the  twenty-four  hours  of 
the  day.  The  alternator  is  capable  of  supply- 
ing 600  amperes  to  the  New  Brunswick 
antenna,  but  its  full  output  of  200  kilowatts 
is  not  at  present  utilized,  due  to  the  lack  of 
adequate  power  supph'  at  that  point.  The 
alternator,  as  installed  at  the  New  Brunswick 
station,  is  shown  in  Fig.  1 . 

With  this  brief  disclosure  of  progress  to 
date,  there  will  follow  an  explanation  of  the 
basic  principles  of  the  Alexanderson  system 
and  the  fundamental  circuits  of  a  typical 
station.  This  may  be  accepted  as  indica- 
tive of  a  standard  200-kilowatt  installation, 
although  largely  based  upon  the  apparatus 
at  the  New  Brunswick  station. 


Standard  Equipment 

A  high  power  radio  station  of  the  Alexander- 
son  type  contains  three  important  develop- 
ments : 

(1)  An  Alterx.\tor — which  generates  cur- 
rents directly  at  the  frequencies  which 
are  required  for  the  radio  circuits  with 
which  it  is  associated.  The  frequency 
of  these  currents  is  solely  dependent 
upon  the  nirmber  of  field  poles  on  the 
machine,  and  upon  the  speed  at  which 
the  rotating  member  is  driven.  This 
is  in  distinct  contrast  to  certain  other 
systems  in  which  the  radio  frequency 
currents  are  obtained  indirectly  by 
means  of  "reflector  circuits"  or  fre- 
quency raising  transformers  electrically 
associated  with  the  alternator. 

(2)  A  Magnetic  Amplifier — which  pro- 
vides a  non-arcing  control  of  the  alter- 
nator output  for  radio  telegraphy,  and  is 
equally  applicable  to  radio  telephony. 

(3)  A  Multiple  TixedAntenx.x — adevel- 
op»ment  which  has  markedly  reduced 
the  wasteful  resistance  of  the  flat-top 
antenna,  and  has  therefore  increased 
the  transmitter  overall  efficiencv  many 
fold. 


Fig.  1.      200-kw.  Alexanderson  Radio  Frequency  Alternator  Installed  at  the  Radio 
Corporation's  Transoceanic  Station,  New  Brunswick.  N.  J. 


THE  ALEXANDKRSOX  SVSTI- M  FOR  RADIO  COMMUNICATION 


S1.3 


Alternator  Development 

To  date  the  development  in  radio  fre- 
quency alternators  has  included  the  following 
types : 

(1)  2-kw.,  1 00, OUO-cycle  alternators. 

(2)  50-kw.,  50,000-cycle  alternators. 

(3)  200-kw.,  25,000-cycle  alternators. 

The  characteristics  of  several  alternators 
of  other  power  outpvits  have  been  investigated 
from  time  to  time.  A  standard  2.3-kw.  and  a 
5-kw.  alternator  are  now  under  construction 
and  will  be  shortly  put  into  commercial  pro- 
duction. 

With  the  object  of  providing  a  distinct 
range  of  frequencies,  both  the  2r)-kw.  and  the 
200-kw.  alternators  are  manufactured  with 
armatures  and  rotors  with  different  numbers 
of  poles;  also  with  gears  of  different  ratio  for 
different  driving  motor  speeds.  Thus  the  2.3- 
kw.  machine  can  be  assembled  for  any  wave 
length  from  (i.OOO  to  10,000  meters,  and  the 
200-kw.  machine  for  any  wave  length  from 
10,500  to  25,000  meters.  Frequencies  lower 
than  these  for  which  the  machine  has  been 
assembled  can  be  obtained  by  running  the 
alternator  at  a  reduced  speed. 

The  standard  drive  for  the  200-kw.  Alex- 
anderson  alternator  is  two-phase,   GO-cycles, 


2.300-volt  alternating  current.  By  the  use 
of  suitable  transfomiers,  the  voltage  of  the 
power  supply  can  readily  be  transformed 
to  the  value  for  which  the  motor  was 
designed.  Special  driving  motors  and  con- 
trol equipment  can  be  supplied  for  other 
frequencies. 

The  Alternator 

The  Ale.xanderson  alternator  is  an  inductor 
type  of  generator  with  a  solid  steel  rotor  hav- 
ing several  hundred  slots  milled  radially  on 
each  side  of  the  rim.  The  slots  are  filled  in 
with  non-magnetic  material,  with  the  object 
of  reducing  wind  friction  to  a  minimum. 
The  fillers  are  brazed  into  the  disk  in  order 
that  they  may  withstand  the  centrifugal 
strain  of  rotation.  The  rotor  is  designed  for 
maximum  mechanical  strength  by  providing 
it  with  a  thin  rim  and  a  much  thicker  hub. 
With  this  construction  the  strain  on  the 
material  due  to  centrifugal  force  is  the  same 
from  the  shaft  to  the  outer  rim. 

The  rotor  of  the  200-kw.  alternator  (with 
half  of  the  field  frame  removed)  is  shown  in 
Fig.  2.  This  also  shows  the  collars  of  the 
thrust  bearings  and  a  partial  sectional  view  of 
the  main  bearing  housings. 


Fig.  2.      200-kw.  Alexanderson  Alternator,  with  Top  Half  Removed 


816     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


An  assembled  200-kw.  alternator  with  its 
driving  motor  is  shown  on  page  814,  Fig.  1. 
The  alternator  is  driven  by  a  600-h.p.  induc- 
tion motor  of  the  wound-rotor  type,  which  is 
operated  from  a  60-cycle,  2.300-volt,  quarter- 
phase  source  of  supply.  The  motor  is  con- 
nected to  the  alternator  through  a  double 
helical  gear  (with  a  speed  step-up  ratio  of 
1 :2.97),  which  operates  in  a  container  partial!}- 
filled  with  oil. 

The  main  bearings  and  the  thrust  bearings 
of  the  alternator  are  oil-lubricated  bv  force 


tVWDMSS 


L^mnmrmp 


MPunO! 
CC/L 


ff/MAfiy 


mrfOiHGi 


rdMMlMJU 


COIL 

J    \secoKMfy 


Fig.  3. 


Schematic  Diagram  of  Alexandenon  Radio  Frequency 
Alternator  Circuits 


feed  at  pressures  varsnng  from  o  to  1 5  pounds 
according  to  the  demand  on  the  bearing. 
During  the  periods  of  stopping  and  starting, 
and  in  possible  emergencies,  oil  is  supplied 
by  a  special  motor-driven  pump  mounted  on 
the  alternator  base.  When  the  alternator 
is  working  under  normal  operating  conditions, 
a  separate  pump  geared  to  the  main  driving 
shaft  feeds  the  bearings,  and  the  motor- 
driven  pump  is  automatically  cut  out  of 
ser^'ice.  The  oil-supply  tank  is  located  in  the 
base    of   the    alternator,    to    which    the    oil 


returns  after  being  pumped  through  the 
bearings.  The  oil  gauge  on  the  main  feed 
pipe  is  fitted  with  a  signalling  circuit  to  call 
the  attention  of  the  operator  in  case  the  oil 
supply  fails.  The  main  bearings  of  the 
alternator,  which  are  self-aligning,  are  also 
water-cooled  by  a  series  of  copper  pipes 
which  run  through  the  bearings  near  to 
the  friction  surface.  The  armatures  of  the 
alternator  are  also  water-cooled  from  the 
same  pumping  source  by  a  series  of  parallel 
copper  tubes  cemented  in  the  frame  along- 
side the  laminations. 

In  order  to  avoid  large  losses  through 
magnetic  leakage,  the  air  gap  between 
the  rotor  and  the  stator  frame  is  main- 
tained at  a  spacing  of  1  millimeter. 
It  is  important  that  the  rotor  be  kept 
accurately  centered,  for  otherwise  the 
armature  coils  on  one  side  of  the  rotor 
will  become  overloaded.  This  is 
accomplished  by  the  use  of  specially 
designed  thrust  bearings  which  are 
inter-connected  by  a  set  of  equalizing 
levers  with  an  adjustable  controlling 
leaf  between  them.  These  prevent 
the  possibility  of  binding  between  the 
thrusts,  due  to  expansion  of  the  shaft 
from  heating,  and  they  also  take  up 
automatically  all  slack  in  the  bearings 
as  they  become  worn.  Any  tendenc\- 
towards  a  change  in  the  air  gap  is  thus 
counteracted  by  the  action  of  the 
levers.  The  equalizers  are,  in  part, 
the  hea\'>'  vertical  column  shown  at 
the  end  of  the  alternator  in  Fig.  1  on 
page  SI 4.  Should  the  air  gap  on 
either  side  tend  to  get  smaller,  the  pull 
of  the  field  on  that  side  would  cause 
an  excessive  strain  on  the  thrust  at 
that  end  and  cause  heating.  This, 
however,  is  pre\-ented  by  the  leverage 
system,  which  automatically  corrects 
this  and  holds  the  rotor  in  a  central 
position  at  all  times. 

In  regard  to  some  of  the  electrical 
features  of  the  alternator  it  will  be  noted  from 
Fig.  .3  that  the  armature  and  field  coils  are 
stationar>-,  the  requisite  flux  variations  for  the 
generation  of  radio  frequency  currents  being 
obtained  from  the  slots  cut  in  the  rotor.  The 
diagram  points  out  the  fundamental  con- 
struction of  the  alternator  and  the  general 
mode  of  winding  the  armature.  The  rotor 
disk  revolves  between  the  two  faces  of  the 
field  yokes.  The  direct  current  supplied  to 
the  field  coils  produces  a  magnetic  field 
flux   which    passes   between    the    field    yoke 


Au^tirrflt 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


Si: 


faces  and  through  the  rotor  as  shown  by  the 
arrows. 

The  armature  coils,  which  are  placed  in 
slots  cut  in  the  two  faces  of  the  field  frames, 
are  shown  in  the  sketch  as  tipped  away  from 
the  rotor,  although  in  the  actual  machine  the 
spacing  between  the  rotor  and  the  frame  is 
but  1  millimeter.  Two  distinct  armature  wind- 
ings are  thus  provided,  one  on  each  side  of 
the  rotor.  There  is  but  one  conductor  in  each 
slot  and  two  of  these  slots  make  a  complete 
loop,  and  comprise  a  pole  in  the  armature 
windings.  One  slot  in  the  rotor  is  therefore 
provided  for  each  loop  in  the  winding.  The 
armature  windings  on  each  side  of  the  rotor 
are  divided  into  thirty-two  independent 
sections,  the  circuits  of  which  are  completed 
through  transformer  primary  coils  as  shown 
in  Fig.  'A.  Each  primary  consists  of  two  turns 
with  sixteen  separate  wires  in  each  turn. 
There  is  no  direct  connection  between  the 
individual  armature  sections,  but  through 
the  two-turn  primaries  they  combine  to  act 
upon  the  secondary  coils  of  the  transformers. 
It  is  obvious  that  with  this  division  of  arma- 
ture circuits  the  potential  on  any  armature 
coil  (or  on  the  corresponding  transformer 
primary)  is  very  low,  and  as  such,  it  permits 
a  grounded  or  open-circuit  armature  coil  to  be 
cut  out  of  the  circuit  and  the  operation  of  the 
alternator  to  be  continued  with  but  a  slight 
decrease  in  its  output — an  obvious  advantage. 

A  detailed  view  of  a  portion  of  the  alternator 
armature  windings  is  given  in  Fig.  4,  and  of 
the  preliminary  stages  of  assembly  in  Fig.  5. 


Fig.  4. 


Detail  View  of  Section  of  Armature,  Alexanderson 
200-kw.    Radio   Frequency  Alternator 


Fig.  (i  shows  the  laminated  armature,  which 
is  wound  with  0.037  millimeter  steel  ribbon. 

The  completed  rotor  and  its  shaft  appears 
in  Fig.  7 

Alternator-Antenna  Transformer 

It  is  to  be  noted  that  a  transformer  is  pro- 
vided for  the  armature  coils  on  either  side  of 


the  rotor.  There  are  therefore  two  trans- 
formers, and  they  each  contain  the  three  coils 
Pi,  vSj,  Si,  and  Ps,  Ss,  Ss,  shown  in  the  funda- 
mental station  diagram.  Fig.  14.  The  primary 
of  each  transformer  contains  two  turns  of  six- 
teen wires  each,  as  mentioned  above.  The 
intermediate  coils  Ss  have  twelve  turns  on  each 
transformer.  The  two  intermediate  coils  are 
connected  in  parallel,  and  are  shunted  by  the 
magnetic  amplifier.  The  coils  S.^  are  also 
connected  in  series  with  the  secondary  proper, 
and  the  antenna  system. 


Fig.  5.      A  Section  of  the   200.kw.   Alternator  Armature 


Fig.   6.      Completed   Armature   Ready   for  Sawing   Into 
Two  Sections 

The  secondary  coils,  which  consist  of  seventy- 
four  turns  on  each  transformer,  are  wound  so 
that  their  high  potential  ends  are  at  the  center 
in  order  to  provide  a  uniform  potential  gra- 
dient. The  two  secondaries  are  connected  in 
parallel  and  their  final  terminals  are  in  series 
with  the  antenna  circuit.  More  in  detail,  the 
low  potential  terminals  of  the  intermediate 
coils  are  connected  to  the  ground,  the  other 
terminals  of  the  intennediate  coils  are  con- 
nected to  the  low  potential  tenninals  of  the 
secondary  coils,  and  the  high  potential  ter- 
minals of  the  secondary  coils  to  the  antenna 
loading  coil.  The  intennediate  coils  Ss  are 
placed  between  the  primary  and  secondary 
of  each  transformer  in  order  to  obtain  a  close 
coupling  with  the  alternator.  One  unit  of 
the  high  frequencv  transformer  is  shown  in 
Fig.  S. 

The  voltage  at  the  terminals  of  the  second- 
ary  winding   of   the   transformer   when   the 


81S     October.  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


alternator  is  operated  at  normal  speed  is 
about  2000.  The  normal  output  current  is 
100  amperes.  It  is  thus  seen  that  the  alter- 
nator is  designed  for  a  load  resistance  of 
20  ohms. 

Speed  Regulator 

Since     the     antenna     circuit     is     directly 
associated   with    the   alternator   circuit,    anv 


Fig.  7.      Typical   Rotor   Construction   of  Alexanderson   Alternators 


change  in  the  rotative  speed  of  this  machine 
would  throw  the  alternator  circuit  out  of 
resonance  with  the  antenna  circuit;  con- 
sequently it  is  easily  seen  that  the  speed 
variation  of  a  radio  frequency  alternator  for 
substantially  constant  output  must  be  held 
within  very  close  limits.  The  variable  load 
imposed  by  telegraphic  signalling  has  a 
tendency  to  cause  a  variation  of  speed  that 
must  be  compensated  for  by  some  de\-ice 
which  operates  more  critically  than  any  of 
the  mechanical  and  electrical  methods  of  speed 
control  de\-ised  for  ordinan.-  power  use.  The 
characteristics  of  any  satisfactory-  governor 
must  be  such  that  a  small  variation  of  speed 
will  effect  a  maximum  change  in  power  input 
to  the  device  under  control.  To  accomplish 
this,  some  mechanism  must  come  into  such 
a  critical  state  at  the  speed  to  be  maintained 
that  a  low  percentage  of  change  in  speed 
causes  a  high  jsercentage  of  change  in  itself. 

It  can  be  shown  that  a  change  in  speed  of 
one-quarter  of  one  per  cent  from  that  neces- 
sary to  maintain  resonance  will  reduce  the 
antenna  current  in  a  station  utilizing  the 
wave  length  of  New  Brunswick — l.'^.fiOO 
meters — to  one  half  its  full  value.  This 
clearly  infers  that  tlie  speed  variation  must 
be  much  less  than  one  fourth  of  one  per 
cent  to  maintain  a  constant  output   at    the 


alternator.  As  a  matter  of  fact,  a  regulation 
within  one  tenth  of  one  per  cent  is  obtained  by 
the  Alexanderson  speed  regulator. 

The   necessity   for  close   speed   regulation 
becomes  equally  important  when  considered 
from  the  standpoint  of  the  receiving  station. 
With  a  modern  receiving  apparatus  of  low 
decrement,  a  very  slight  change  in  the  wave 
length  of  the  incoming  signal  will  materially 
decrease    the    received   current.     A 
change  of  wave  length  or  frequency 
is  likewise  detrimental  when  recep- 
tion is  obtained  by  the  heterod\Tie  or 
beat  principle,  for  should  the  speed 
of    the    alternator    \-ar\-    markedly 
while  signalling,  the  beat  note  may 
vary  to  the  degree  that  will  render 
-^_^=:     it  objectionable  for   ear    reception. 
A  variation,  for  instance,  of  50  cycles 
in  the  alternator  will  cause  the  beat 
note  at  the  recei\er  to  van^-  by  50 
cycles,  which  is  the  equivalent  of  a 
speed  variation  of  0.2.3  per  cent  a- 
the  wave  length  of  13,(500  meters. 

A  solution  of  the  problem  of  speed 
regulation  with  a-c.  motor  drive 
was  found  by  Mr.  Alexanderson 
in  the  use  of  a  resonance  circuit, 
which  is  tuned  to  a  frequency  slightly  above 
the  frequency  to  be  maintained  at  the 
alternator.  This  circuit  is  supplied  with  cur- 
rent from  one  of  the  armature  coils  on  the 
alternator.  The  current  in  this  circuit  in- 
creases with  the  alternator  speed  and.  through 
the  agenc\-  of  a   rectifier,  a  d-c.  component 


FiR.  8.     One  Unit  of  the  High  Frequency  Transformer 

operates  on  a  voltage  regulator  connected  in 
the  circuit  of  the  dynamo  which  supplies  the 
saturation  current  for  a  sol  of  variable  imped- 
ances in  the  two  phases  of  the  motor  supply 
circuit.  The  function  of  the  regulator  is  to 
prevent,  within  established  limits,  either  an 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


S19 


increase  or  decrease  of  alternator  speed. 
Additional  compensation  for  the  load  imposed 
when  signalling  is  provided  by  a  relay  which 
also  operates  through  the  d-c.  control  circuits 
to  vary  the  line  impedances  mentioned  above. 
A  detailed  diagram  of  the  speed  control 
system  is  shown  in  Fig.  32,  and  the  theory 
of  operation  is  disclosed  in  greater  detail  on 
pages  833  to  836. 

The  panel  board  of  the  voltage  regulator 
system  is  shown  on  page  796,  Fig.  4. 

Multiple  Tuned  Antenna 

This  may  be  said  to  establish  a  radical 
departure  froni  the  types  of  antennae  fomierly 
used  for  high-power  radio  transmission. 
The  immediate  object  of  the  multiple  antenna 
is  to  reduce  the  wasteful  resistance  of  the 
long,  low,  flat-top  aerials  formerly  used  and 
to  pennit  the  length  of  such  aerials  to  be 
increased  indefinitely  for  the  use  of  greater 
powers.  In  the  case  of  the  New  Brunswick 
antenna,  its  resistance  as  a  flat-toi^  aerial — 
.'5.7  ohms — was  reduced  by  multiple  tuning 
to  0.5  ohm.  The  radiation  qualities  of  the 
flat  top  are  not  impaired  by  multiple  tuning, 
as  a  series  of  tests  have  shown  that  with  an 
equal  number  of  amperes  in  either  type,  the 
same  signal  audibility  is  obtained  at  a  receiving 
station,  but  there  is  an  enormous  saving  of 
]5ower  in  the  case  of  the  multiple  antenna, 
as  will  be  presently  pointed  out. 

As  shown  in  the  station  diagram.  Fig.  1-1, 
the  multiple  antenna  has,  instead  of  the  single 
ground  wire  usually  employed,  a  number  of 
ground  leads  which  are  brought  down  from 
the  flat  top  at  equally  spaced  intervals,  and 
connected  to  earth  through  appropriate 
tuning  coils. 

The  capacitive  reactance  of  the  flat  top  is 
thus  neutralized  by  inductive  reactance  at  six 
points  to  earth,  instead  of  but  one  point  as  in 
the  ordinary  system.  The  inductive  react- 
ance in  each  down  lead  is  therefore  made  six 
times  the  capacitive  reactance  at  a  given 
frequency.  The  multiple  antenna  is  thus 
the  equivalent  of  six  independent  radiators,  all 
in  ])arallel  and  resonant  to  the  same  waA'e 
length.  Their  joint  wasteful  resistance  obvi- 
ously is  much  less  than  that  of  an  antenna 
with  a  single  ground,  and  herein  lies  the  saving 
of  power  which  the  Alexanderson  antenna 
brings  about. 

The  relative  power  inputs  required  by 
both  types  of  antennae  for  the  same  value 
of  antenna  current  will  be  seen  from  the 
following    illustration:       To    maintain     (i(l() 


amperes  in  the  multiple-tuned  antenna  at 
New  Brunswick,  at  a  resistance  of  J4  ohm, 
the  power  required  is  600- X  0.5,  or  180  kw. 
To  maintain  the  same  antenna  current  in  a 
flat-top  antenna  with  resistance  of  3.7  ohms 
requires  600-  X 3. 7,  or  13S0  kw.  The  economy 
of  power  secured  in  the  case  of  the  multiple- 
tuned  antenna  is  an  important  consideration 
from  the  standpoint  of  the  cost  of  daily 
operation. 

Prior  to  the  advent  of  the  Alexanderson 
antenna,  theory  and  practice  pointed  to  the 
desirability  of  a  very  high  antenna  structure 


Fig.  9.      Schematic  Diagram  of  Earth-wire  System  at  the 
New  Brunswick  Station 


for  long  distance  communication  at  high 
powers,  but  as  is  well  known,  the  cost  of 
erecting  an  antenna  increases  very  rapidly 
with  the  effective  height.  The  multiple-tuned 
antenna,  however,  pemiits  the  use  of  a  less 
expensive  antenna  structure,  and  gives  the 
same  signal  audibility  at  a  given  receiving 
station  as  a  high  antenna  of  the  old  type  with 
less  power.  The  example  given  above  demon- 
strates quite  conclusively  that  the  multiple 
antenna  will  provide  the  same  antenna  current 
as  the  flat-top  type  antenna,  but  only  one 
seventh  of  the  power.  The  multiple-tuned 
antenna  is  treated  more  comprehensively 
on  pages  823  to  833. 


820     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  10 


Earth  System 

The  earth-wire  system  at  the  New  Bruns- 
wick station  is  a  combination  of  a  buried 
metallic  and  a  capacitive  ground.  Sixteen 
parallel  copper  conductors  are  laid  underneath 
the  antenna  and  buried  one  foot  in  the  ground. 


ax/^mpo^c-  -  » 


-v    tx/rixxff 


.in, 


equalizing  coils  is  to  increase  the  impedance 
of  the  wires  near  the  center  and  hence  force 
current  in  the  outside  wires.  Since  the  coils 
are  wound  in  opposite  directions  they  add 
no  appreciable  inductive  reactance  to  the 
tuning  circuits.  In  one  instance,  the  use  of 
these  coils  reduced  the  multiple  resistance  of 
the  antenna  system  from  0.9  to  0.7  ohm. 

A  still  better  distribution  of  the  earth 
currents  at  New  Brunswick  was  obtained 
by  using  a  capacitive  ground  commonly 
known  as  a  counterpoise,  which  is  erected 
underneath  the  antenna  and  a  few  feet  above 
the  earth.  A  plan  view  of  the  counterpoise 
is  shown  in  Fig.  10.  The  capacitive  ground 
may  be  considered  as  a  combination  of  a 
tuned  and  a  forced  oscillation  circuit,  and 
it  has  the  effect  of  drawing  the  current  from 
the  ground  circuit  more  uniformly  than  with 
wires  hang  on  the  ground  or  buried  beneath 
the  surface.  In  practice  the  total  current 
in  the  down  lead  may  be  distributed  between 
the  capacitive  ground  and  the  wire  ground  in 
any  desired  ratio.  The  effect  of  adding  this 
unit  to  the  system  at  New  Brunswick  was 
to  decrease  the  multiple  antenna  resistance 
from  0.7  to  0.5  ohm.  The  capacitive  ground 
may  be  divided  into  separate  units  for  each 
tuning  down  lead  or  the  units  may  be  con- 
nected together  as  shown.  A  schemaiii 
diagram  of  the  connections  between  the  fla: 
top  and  the  capacitive  and  earth-wire  ground.-- 
is  shown  in  Fig.  1 1 ,  The  equivalent  circuit 
is  given  at  the  right  of  the  drawing.  The 
construction  of  the  outdoor  inductances  for 
multiple  tuning  is  shown  in  Fig.  12. 


Fig.    10.      Plan    View    of    Counterpoise    at    New 
Brunswick  Station 


They  extend  the  entire  length  of  the 
antenna  and  are  spaced  between 
towers  somewhat  as  shown  in  Fig.  9. 
A  network  of  wires  and  zinc  plates 
are  also  buried  in  the  ground  around 
the  station.  At  each  of  the  five 
tuning  points  outside  the  station, 
connection  is  made  from  the  antenna 
flat  top  to  the  sixteen  underground 
wires. 

In  order  to  secure  equal  distri- 
bution of  current  through  the  buried 
ground  conductors,  equalizing  coils 
are  inserted  between  the  tap  on  the 
down  lead  coil  and  the  earth  wires 
at  each  of  the  five  tuning  points 
outside  the  station,  as  shown  in 
detail  in  Fig.  9.    The  function  of  the 


ax/yjiLcivr 


o 

—  amur^ 

frc 

P7* 

AAAAAAA^A/\A 


'WlVH.-VVmni  Ml -• 


Fig.    11, 


Schematic  Diagram  of  Antenna  to  Earth  Connections  of  the 
Multiple-tuned  Antenna 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


S21 


Magnetic  Amplifier 

Telegraphic  control  of  the  large  antenna 
currents  involved  in  high-power  radio  trans- 
mitters has  ever  presented  a  difilcult  problem. 
Particularly  has  this  been  true  when  signalling 
at  high  s]3eeds.  Rapid  signalling  obviously 
requires  some  device  that  will  not  cause 
destructive  arcs  and  will  provide  the  desired 
modu  ation  of  antenna  power  without  taking 
upon  itself  the  burden  of  carrjdng  the  full 
power  of  the  system,  during  the  intervals 
between  signalling. 

The  magnetic  amplifier  is  a  device  which 
meets  these  exacting  requirements,  for  it 
provides  a  non-arcing  control  with  a  minimum 
current  in  the  key  circuit,  and  it  takes  within 
itself  only  a  small  proportion  of  the  total 
alternator  output.  A  photograph  of  the 
amplifier,  removed  from  its  container,  is 
shown  in  Fig.  13. 

The  magnetic  amplifier  in  general  may  be 
described  as  a  variable  impedance  which  is 
connected  in  shunt  with  the  external  circuit 
of  the  radio  frequency  alternator.  Its  func- 
tion is  to  reduce  the  voltage  of  the  alternator 
and  to  detune  the  antenna  system  when  the 
sending  key  proper  is  open,  and  to  perform 
the  opposite  functions  when  it  is  closed.  Thus 
when  the  sending  key  is  open  the  amplifier 


short  circuits  the  alternator  and  detunes  the 
antenna  system,  thereby  reducing  the  antenna 
current  to  a  negligible  figure.  When  it  is 
closed  the  output  of  the  alternator  is  fed  to 
the  antenna  system. 

A    general   idea    of    the    operation    of   the 
amplifier  can  be  obtained   from  the  funda- 


^   0*,       14 


Fig.  12.      Tuning  Inductance  for  MuUiple-tuned  Antenna 


Fig.  13.      Magnetic  Amplifier  Removed  from  Containing  Case 

mental  circuit,  Fig.  14,  where  it  will  be  noted 
that  the  radio  frequency  coils  A  and  a  control 
coil  B  are  mounted  on  a  common  iron 
structure,  and  are  so  disposed  that  the  effect 
of  the  control  coil  upon  the  radio  frequency 
coils  is  obtained  solely  through  the  agency 
of  flux  variations  within  the  core.  The  im- 
pedance of  the  amplifier  is  dependent  upon 
the  degree  to  which  the  iron  core  is  saturated 
by  the  control  winding.  The  saturation  in 
turn  varies  as  the  current  is  fed  into  the  con- 
trol circuit.  When  the  control  circuit  is  closed 
the  alternator  is  short  circuited;  when  it  is 
open,  the  alternator  assumes  normal  volt- 
age and  its  output  flows  into  the  antenna 
system. 

The  magnetic  amplifier  has  been  employed 
in  experimental  telegraphic  signalling  at 
speeds  above  500  ivords  per  minute,  at  which 
rates  it  functions  without  lag.  It  is  equally 
applicable  as  a  modulator  of  antenna  power 
in  radio  telephony,  in  which  case  the  control 
current  of  the  amplifier  is  modulated  at 
speech  frequencies  by  a  bank  of  pliotron 
(vacuirm  valve)  amplifiers,  which  in  turn  are 
controlled  by  an  ordinary  speech  microphone. 

The  characteristics  of  the  amplifier  are 
treated  in  greater  detail  on  pages  S3(i  to  838. 


822     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


Fundamental  Station  Circuit 

The  fundamental  circuits  of  a  typical 
Alexanderson  alternator  station  are  shown  in 
Fig.  14.  Beginning  at  the  left  of  the  drawing, 
it  is  to  be  noted  that  a  source  of  two-phase. 
60-cycle  alternating  current  drives  an  induc- 
tion motor  M,  ha\-ing  a  wound  rotor,  the 
circuits  of  which  include  a  liquid  rheostat  R3. 
The  motor  is  connected  to  the  radio  frequency 
alternator  through  a  helical  step-up  gear. 

The  alternator  armature  coils  are  indicated 
at  A3,  A4,  the  field  coils  at  Fi,  and  the  rotor  at 
A2.  There  are  two  sets  of  armature  coils,  one 
on  each  side  of  the  rotor,  which  as  already 
mentioned,  are  divided  into  32  sections  on 
each  side.  The  windings  on  each  side  con- 
nect to  the  primaries  of  two  transformers 
shown  at  Pi,  P2.  The  primary'  of  each  trans- 
former (see  Fig.  3)  contains  two  complete 
turns  of  16  wires  in  each  turn,  which  carr\'  the 
current  developed  in  the  32  sections  of  the 
armature  coils  on  each  side  of  the  rotor.  As 
can  be  seen  from  the  diagram,  there  is  no 
direct  electrical  connection  between  the 
armature  circuits  leading  to  the  transformer 
primar}-,  but  the  individual  primary-  circuits 


are  disposed  so  that  their  magnetic  fields  at 
any  instant  are  in  the  same  direction,  that 
is,  their  fields  combine  to  operate  on  the 
secondaries  Si,  So.  In  addition  to  the  primarv- 
and  secondan,'  coils,  the  two  transformers 
have  intermediate  coils  S5  which  are  connected 
in  parallel  and  shunted  by  the  magnetic 
amplifier  coils  A.  The  coils  Sj  are  connected 
in  series  with  the  antenna  system,  and  are 
also  closely  coupled  to  the  priman.-  and 
secondary-. 

The  multiple -tuned  antenna,  shown  in  the 
upper  part  of  Fig.  14,  is  a  long,  low,  hori- 
zontal aerial  of  the  Marconi  type,  from 
which  are  brought  down  leads  to  earth, 
which  include  the  tuning  inductances  Li,  L;, 
L3,  L4,  L5,  Le.  For  any  given  wave  length 
ihe  joint  inductive  reactance  of  the  down  lead 
circuits  Li .  .  .  .  Ls  is  made  equal  to  the  capacitivc 
reactance  of  the  entire  flat  top  at  the  operating 
frequency  or  wave  length.  The  multiple 
antenna  is  therefore  the  equivalent  of  six 
independent  radiating  systems  resonant  to  the 
same  wave  length,  and  for  all  practical 
purposes,  the  oscillating  currents  in  them 
flow  in  phase. 


uuniPU  rvNU  juitiiima 


nr'S;  'Hi'unnf 


Fig.  14.     Fundamental   Station  DiaKram  of  200-kw.   Alexanderson   Alternator  Set 
Radio  Corporation's  Transoceanic  Station.  New  Brunswick.  N.  J. 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


823 


The  magnetic  amplifier,  shown  to  the  right 
of  the  diagram,  comprises  the  parallel-con- 
nected impedance  coils  A,  which  are  connected 
in  series  with  the  condenser  Ci  and  the  trans- 
fonner  amplifier  coils  S5.  B  is  the  control  coil, 
wound  to  include  both  branches  of  the  wind- 
ings A,  which  is  fed  with  direct  current, 
regulated  by  the  rheostat  Rg.  When  the 
control  circuit  is  closed  the  impedance  of  the 
amplifier  coils  A  becomes  a  minimum;  when 
it  is  open  the  impedance  is  a  maximum.  In 
the  former  case  the  alternator  is  placed  on 
short  circuit  and  the  antenna  is  detuned;  in 
the  latter  case  the  alternator  assumes  normal 
voltage  and  its  output  flows  into  the  antenna 
system.  In  jjractice  the  capacity  of  Ci  is 
selected  to  neutralize  the  inductance  of 
windings  A  for  some  value  of  current  in  the 
control  coil. 

The  circuits  of  the  speed  regulator  appear 
in  the  lower  left  hand  part  of  the  drawing. 
Note  is  to  be  made  first  of  the  variable  im- 
pedances N  and  O  in  the  motor  supply  line 
with  their  d-c.  control  coils  P,;  and  the 
variable  impedance  coils  S7. 

The  extremely  close  speed  regulation 
essential  to  alternator  operation  is  obtained 
from  the  resonance  circuit  Lio,  C4,  P5,  the  coil 
Lio  being  one  of  the  alternator  armature  coils. 
This  circuit  is  made  resonant  to  a  frequency 
slightly  above  the  normal  frequency  at  which 
the  alternator  is  to  be  operated  and  the  cur- 
rent developed  therein  acts  inductively  on 
the  circuit  vSe,  E,  Mi  (E  being  a  rectifier). 
The  latter  rectifies  the  radio  frequency  cur- 
rent and  sends  a  d-c.  component  through 
Ml,  which  arts  with  an  increase  of  speed  to 
decrease  the  voltage  held  by  the  voltage 
regulator  M2,  Ti  on  the  generator  Ki.  This 
increases  the  impedance  of  the  coils  S7  and 
therefore  tends  to  reduce  the  speed  of  the 
driving  motor.  As  the  speed  now  falls  the 
current  in  the  resonant  circuit  falls  off  and 
likewise  that  in  the  coil  Mi.  This  permits 
the  voltage  held  by  the  voltage  regulator  to 
increase,  and  therefore  acts  to  reduce  the 
motor  supply  line  impedance  and  thus  increase 
the  speed.  A  given  mean  voltage  is  thus 
maintained  in  the  control  circuit  by  generator 
Ki,  which  depends  upon  the  magnitude  of 
the  control  current  in  Mi.  This  keeps  the 
speed  variation  within  exceedingly  close  limits. 

Antenna  Support 

A  standard  tower  for  high-power  stations 
is  shown  in  Fig.  15.  This  is  of  the  self-support- 
ing type  erected  on  a  suitable  concrete  base. 
The  antenna  wires  are  suspended  from  the 


steel  cross  arm  at  the  top.     This  method  of- 
antenna  suspension  lends  itself  admirably  to 
the    long   narrow   antenna   which    has    been 
found   most    suitable    for   the    Alexanderson 
system. 

The  antenna  layout  for  a  two-alternator 
unit  high-power  station  using  these  towers  is 
shown  in  Fig.  10  where  two  antenna  wings 
of  any  desired  length  extend  in  opposite 
directions  from  the  station  house  which  is 
located  at  the  center.  With  this  construction 
the  wings  may  be  tuned  to  different  wave 
lengths  and  each  energized  by  a  single  alter- 
nator, thus  permitting  simultaneous  trans- 
mission at  two  different  wave  lengths;  or  the 
two  alternators  may  be  joined  in  parallel  to 
energize  both  wings  at  some  selected  wave 
length. 


Fig.  15. 


Section  Standard  Tower  to  Support  Alexanderson 
Multiple-taned   Antenna 


PERFORMANCE  AND  OPERATION  OF 
THE  ALEXANDERSON  SYSTEM 

Multiple  Tuned  Antenna 

The  antenna?  commonly  used  at  high-power 
radio  stations  may  be  broadly  classified  into 
two  types,  viz.,  the  long  horizontal  aerials 
which  are  suspended  on  comparatively  low 
towers,  and  the  vertical,  fan  or  umbrella 
aerials  which  are  generally  supported  at  great 
heights.  The  flat-top  antenna  was  adopted 
for  long  distance  transmission  because  it  was 
believed  to  have  marked  directional  properties 
and  would  therefore  ]jrov-ide  maximum  radia- 
tion in  the  direction  desired  and  lesser  degrees 
of  signal  intensity  in  all  other  directions. 

Experiment  has  indicated,  however,  that 
this  directional  effect  disappears  at  distances 
beyond  300  miles  or  so  from  the  transmitter 
and  thus  the  benefits  of  directional  radiation 
are  realized  only  in  a  limited  area.  Beyond 
this  the  flat-top  antenna  has  been  found  to 
have  comparatively  high  resistance.  This 
may  be  said  to  be  due  to  the  long  path 
through  which  part  of  the  ground  current  has 
to  pass  to  the  far  end  of  the  antenna,  which 
is  a  path  of  relativ^ely  high  resistance.  This 
resistance  cannot  be  materially  decreased  by 
laving  wires  in  the  ground,  for  because  of  the 


824     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


inductive  impedance  of  such  long  wires  (at 
radio  frequencies)  a  large  percentage  of  the 
ground  current  will  still  pass  through  the 
earth.  It  is  therefore  evident  that  if  the 
length  of  the  ground  path  in  a  radiating 
system  could  be  reduced,  a  considerable 
sa\'ing  of  power  would  be  effected. 

At  any  given  wave  length  the  radiation 
from  an  antenna  has  been  found  to  be  pro- 
portional to  the  square  of  the  effective  height 
and  the  square  of  the  antennse  current.    The 

,     .       .    „.      KiOO  h-i-     _,  .         .   ^    ^ 
exact  relation  is  1 1  = ri; .    This  points  to 

A" 

the  desirability  of  a  high  antenna,  but  since 
the  cost  of  building  such  a  radiating  system 
increases  ver\^  rapidly  with  its  height,  the 
factor  of  economy  requires  that  the  money 
expended  on  a  station  be  apportioned  between 


which  is  great  compared  with  their  horizontal 
dimensions.  It  follows  from  simple  electrical 
principles  that  several  antennae  in  parallel 
will  possess  a  lower  joint  resistance  than  a 
long  antenna  of  the  same  radiating  capacity. 
The  result  may  be  obtained  from  the  ^Iarconi 
flat  antenna  by  bringing  down  leads  from  the 
flat  top,  at  regular  inter\-als,  to  the  ground 
through  appropriate  tuning  inductances.  With 
this  construction  it  will  be  seen  that  the 
antenna  charging  current  has  a  much  shorter 
path  through  the  down  leads  than  it  had  with 
the  former  design. 

The  improved  efficiency  of  the  multiple- 
tuned  antenna  has  been  amply  demonstrated 
at  the  New  Brunswick  station  where  the 
resistance  of  the  Marconi  flat  top  has  been 
reduced  from  o.7  ohms  to  0.3  ohm  with  the 


iTrnM 


-izsort 


-5000  ft- 


Locatlon  of  Inductance  Coll 

II  Z        \       3  4 


Power  House 


Plan  of  Capacity  Ground 


1250  ft  r 


Plan  of  Antenna 

5000  ft. 

3 


.       ik 


,  laft. 


.   .   .  u  .  . 


InbuctanceCoil   '  Height  of  Capacity  Ground 
Elevation  of  Antenna 

Fi3.  16.      Antenna  Construction  and  Counterpoise  for  T.vpical  JOO-kw.  Altcrnotor  Installation 


the  cost  of  the  antenna,  power  apparatus,  and 
m.aintenance  in  order  to  arrive  at  the  lowest 
total  cost  for  transmission  over  a  given 
distance.  It  is  obvious  that  if.  by  any  means. 
the  wasteful  resistance  of  the  long,  low,  flat- 
top antenna,  that  is.  conductive  losses,  leak- 
age through  insulation,  etc..  could  be  reduced. 
and  if  its  radiation  jjroperties  still  could  be 
maintained,  then  assuming  equal  jjower 
inputs  into  the  two  systems,  a  station  using 
a  long,  low  and  relatively  cheap  antenna 
could  produce  the  same  signal  strength  as 
that  from  a  high  and  costly  antenna. 

The  multiple-tuned  antenna  devised  by 
Mr.  Alexanderson  brings  about  a  marked 
decrease  in  the  ground  resistance  of  a  flat-top 
aerial.  His  antenna  can  be  compared  to  a 
station  using  a  number  of  small  antenna 
connected  in  iiarallel.  the  height  of  each  of 


consequent  saving  of  power  pointed  out  on 
page  Slit. 

Comparison  of  Radiating  Qualities 

The  curves  of  Fig.  1 7  show  the  results  of  a 
series  of  ex])eriments  conducted  between  New 
Brunswick,  X.  j.,  and  Sdiencctady,  N.  V.. 
with  the  object  of  comparing  the  relati\-e 
signal  audibilities  ampere  for  ampere  in  the 
old  aiitciiim  u-itit  ii  single  i^roiitiJ  and  the 
Alexanderson  iiiitcnna  'a-illi  multiple  grounds. 
The  results  show  quite  conclusively  that  with 
the  same  current  in  a  flat-top  antenna  and 
in  a  multiple-tuned  antenna,  substantially 
equal  audibilities  are  obtained  at  the  receiving 
station.  However,  the  power  required  by  the 
jilain  antenna  for  a  given  number  of  amixjres 
is  \ery  much  in  excess  of  that  fed  to  the 
multiple-tuned    antenna    for  the  same  total 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


S2.- 


current.  Thus  as  the  curve  shows,  to  ]nit  a 
total  of  70  amperes  in  the  branches  of  the 
multiple-tuned  antenna  with  six  grounds, 
requires  but  3  kw.,  whereas  with  the  flat-top 
antenna  and  a  single  ground,  IS}  2  kw.  are 
required.  This  is,  of  course,  a  very  small 
proportion  of  the  total  output  available  at 
New  Brtmswick.  The  values  shown  in  the 
curve  should  not  be  taken  as  indicative  of 
those  used  in  daily  operation. 

Theoretical  Comparisons 

The  points  of  distinction  between  the  two 
types  of  antenna;  may  become  evident  from 
the  following  comparative  analysis.  Thus  the 
flat-top  antenna  with  single  ground  is  shown 
in  Fig.  IS.  The  equivalent  circuit  resolved 
into  lumped  or  concentrated  values  of 
inductance  and  capacitance  is  shown  in 
Fig.  19.  The  schematic  circuit  of  the 
Alexanderson  antenna  is  that  of  Fig.  20 
where  L\,  L«,  L3,  L4,  L5,  Lg,  are  current  paths 
between  the  flat-top  and  the  earth.  The 
inductance  of  each  down  lead  is  made  six 
times  the  capacitive  reactance  of  the  flat  top 
at  the  frequency  of  operation  selected.  The 
capacitive  reactance  of  the  flat  top  is  thus 
neutralized    at    six    places.       The    circuit    is 


alternator  A'.  The  branches  L,  t'l,  Lo  C2, 
L3  C3,  etc.,  which  are  in  shunt  to  one  another, 
are  fed  by  the  alternator.  When  each  branch 
is  tuned  to  the  frequency  of  the  alternator  it 
will  follow  the  well  known  laws  for  parallel 
resonance.    A  large  current  will  flow  back  and 


nuiyALefJTOMjrr 


SmSL£    /fNTf/ffM 


Figs   18  and  19. 


Fundamental  and  Equivalent  Circuits  of 
Flat   Top  Antenna 


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Fig.    17.      Curves    Showing    Comparative    Signal    Audibilities    Obtained     frcm 

Alexanderson  Multiple-tuned  Antenna  and  the  Open-ended 

Fla'--top   Antenna 


therefore   the    equivalent   of  six   independent 
radiators  operating  in  parallel. 

The  equivalent  circuit  of  Fig.  20  is  that  of 
Fig.  21,  which  is  an  artificial  circuit  com- 
prising a  number  of  parallel  resonance 
circuits    adjusted    to    the    frequency    of    the 


forth  between  the  inductance  and  the  con- 
denser, and  the  alternator  will  simply  supply 
power  to  compensate  the  resistance  losses  of 
the  circuits.  These  large  currents 
are  directly  due  to  the  high  voltages 
maintained  across  the  inductance  and 
the  capacity,  when  the  circuit  is 
tuned  for  resonance.  These  voltages 
may  be  calculated  when  the  value  of 
inductance  or  capacitance  and  the 
current  flowing  therein  are  known. 

If  a  parallel  resonance  circuit  had 
no  resistance,  the  conditions  for 
parallel  resonance  would  be  strictly 
the  same  as  for  series  resonance. 
These  conditions  are,  however,  very 
closely  realized  in  the  parallel  circuit. 
In  series  resonance  the  e.m.f.  on  the 
condenser  is  equal  and  opposite  to 
that  of  the  coil  and  thus  there  is  a 
large  flow  of  current  between  the 
condenser  and  coil.  There  is  also  a 
large  current  flowing  between  the 
condenser  and  the  coil  in  parallel 
resonance,  but  viewed  from  the  stand- 
point of  the  feed  or  power  supply 
circuit,  the  feed  current  is  simply  the 
difference  of  the  currents  in  the  condenser 
and  the  coil. 

The  resistance  of  a  parallel  resonance  cir- 
cuit, in  radio,  is  often  treated  as  a  negligible 
quantity.  This  resistance,  however,  assumes 
considerable     importance     in     the     multiple 


826     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


antenna  as  it  detennines  the  power  taken 
from  the  alternator.  Thus  if  the  wasteful 
resistance  of  each  branch  in  a  multiple-tuned 
arttenna  of  six  branches  is  2.7  ohms,  their 
joint  resistance  is  2.7/0  =  0.45  ohm  (assuming 
equality)   and  it   is   this   resistance   plus  the 


MULTrftr   AVr£/Jf^/^ 


The  oscillation  frequency, 


A'  = 


30,000,000 
15,000 


=  20,000  cycles 


The  capacitive  reactance  of  0.0G6  mfd.  at 
20,000  cycles 


1 


2  7rA^C 


L-- 


1 


(i,2,s;i2X  20.000  X0.000,000,0(>() 


eooiyALfffr  a/fcufr  Mi/ir/Pis  -f/VTT/V/W 


=  120.5  ohms. 

The   inductance   required   to    neu- 
tralize   the    capacitiye    reactance    is 
found  from  the  relation 
A' 


L  = 


2  7r.V 


120.5 


Figs.  20  and  21. 


^CUPPFf/r    VALUCS   ABCVF 

Mrs  /tssoMFo  fW  OfT/ur/av 
AT  /svotuTins 

Fundamental  and  Equivalent  Circuits  of  Alexanderson 
Multiple-tuned   Antenna 


radiaiion     resistance    of    the    entire    anteiuia 
system  through  which  the  alternator  works. 

It  is  obvious  that  the  alternator  can  be 
connected  as  in  Figs.  22,  2'.i  and  24  with  the 
same  effect  as  shown  in  Fig.  21.  Thus  in 
Fig.  22  the  alternator  terminals  are  connected 
in  shunt  to  the  parallel  resonance  circuits. 
In  Fig.  23  the  alternator  output  is  fed  to  the 
antenna  through  the  inductive  transformer 
P  S.  In  Fig.  24  an  auto-transformcr  con- 
nection is  employed. 

Multiple  Tuning 

In  order  to  obtain  resonance  between  the 
alternator  and  the  several  radiators  of  the 
multiple  antenna;  of  Figs.  20  to  24,  the  joint 
reactance  or  impedance  of  the  down  leads 
Li,  L«.  L.-i,  Li,  Ls,  Ae.  must  be  chosen  to  equal 
the  capacitive  reactance  of  the  flat  top  at 
some  particular  frequency.  Hence  with 
multijjle  tuning  at  six  ]X)ints  the  reactance 
of  each  down  lead,  for  a  given  wave  length 
(or  frequency),  must  be  six  times  the  capaci- 
tive reactance  of  the  whole  antenna. 

The  method  of  computing  the  inductance 
in  the  down  leads  for  a  given  wave  length  is 
as  follows:  AVe  may  take  as  a  representative 
examjile  the  capacitance  of  the  New  Bruns- 
wick flat-top  antenna,  which  is  a  long  low 
aerial  of  the  Marconi  type.  Its  capacitance 
as  measured  is  ().()()()  mfd.  Assume  that 
operation  is  desired  al  15,01)0  meters. 


6.2S32X  20,000 
=  0.0()0,!).>S  =  0.95S  millihenry- 

The  total  inductance  of  each  down 
lead  should  then  be  (5X0.958  =  5.74 
millihenry;  and  the  reactance  of  each 
down  lead,  (iX  120.5  =  723  ohms. 
Curves  may  be  prepared  to  give  the  values 
of  inductance  required  to  tune  the  multiple 
antenna  with  various  numbers  of  grounds  at 
different  wave  lengths.  If  then  the  line  coils 
be  calibrated  for  dilTerent  numbers  of  turns 
at  different  frequencies,  it  is  a  relatively 
simple   matter  to  set    these  inductances   to 


Figs.  22,  23.  and  24.     Equivnlent  Circuits  of  Alexanderson 
Multiple-tuned  Antenna 

the  correct  value  for  any  wave  length.  A 
series  of  cur\-es  showing  the  inductance 
required  to  oi)erate  the  New  Bnuiswick 
antenna  at  various  wave  lengths  are  given 
in  Fig.  25.  These  are  cited  merely  as  illus- 
trative examples. 


THE  ALEXAXDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


827 


Feed  Ratio 

The  term  ''feed  ratio,"  for  convenience, 
has  been  applied  to  express  the  ratio  of  the 
total  current  in  the  six  radiators  of  the 
multiple  antenna  to  that  flowing  in  the  down 
lead  of  the  branch  to  which  the  alternator  is 
coupled.  Assume  that  equal  induct- 
ances are  inserted  in  each  down  lead. 
With  all  other  conditions  equal,  the 
same  current  will  flow  in  each  of  the 
six  circuits  when  supplied  with  energy 
at  the  frequency  which  produces  reso- 
nance. * 

Thus  if  the  ammeter  A,  when  con- 
nected in  series  with  the  station  down 
lead.  Fig.  21,  indicates  lUU  amperes  (at 
resonance) .  and  the  same  current  is  ob- 
tained in  each  branch,  the  total  antenna 
current  is  6 X  lOU  =  (iOU  amperes. 

The  feed  ratio  is  then  equal  to 
Total  Current 
Current  in  the  station  down  lead 

which  m  ihis  case  =  y— =  b;l. 


frequency  20,000  cycles,  and  the  inductive 
reactance  at  each  down  lead  728  ohms.  If 
now  the  wave  length  is  reduced  to  14,500 
meters,  the  frequency  increases  to  20,700 
cycles.  This  represents  an  increase  of  700 
cycles,  which  is  3  J4%  of  the  original  frequency 


a  1 


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Ni 

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1 

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////// 

10000  UeOO      30000 

WAVl  IINGTH 


Fig.  25.      Graphs  Showing  Inductance  Required  to  Tune  the 

Multiple-t  jned  Antenna  at  New  Brunswick 

to  Different  Wave  Lengths 

It  is  of  interest  to  note  that  the  above  feed 
ratio  is  only  maintained  when  the  inductance 
in  all  the  down  leads  is  equal.  Assume  for 
example,  that  the  inductive  reactance  in  the 
branch  through  which  the  energy  is  supplied 
is  decreased  and  the  frequency  of  the  alter- 
nator is  raised  for  resonance.  Assume  also 
that  the  feed  ratio  previous  to  this  change 
is  6:1,  the   wave  length    1.5,000  meters,  the 


Fig. 


26.      Equivalent  Circuit  of  Multiple-tuned  Antenna  for 
Computation  of  Phase  Difference 

of  20, ()()().  It  may  be  shown  that  1%  change 
in  frequency  requires  a  2%  change  of  induc- 
tance for  resonance.  Hence  the  inductive 
reactance  in  the  circuit  for  20,700  cvcles  is 
100% -7%  or  93%  of  the  value  at' 20,000 
cycles;  that  is,  93% X 723  =  672  ohms. 

Now  if  the  five  line  coils  to  earth  are  left 
unchanged  and  since  each  has  an  impedance 
of  723  ohms  at  20,000  cycles,  or  multiple 
impedance  of  723/5=  144.6  ohms,  the  imped- 
ance at  20,700  cvcles  obviously  is  20,700/ 
20,000X144.6=149.6  ohms.  The  new  feed 
ratio  is  evidently  proportional  to  the  two 
impedances  or  672  149.6  =  4.49:1. 

The  value  of  this  determination  lies  in  the 
fact  that  upon  changing  the  wave  length  by 
tuning  at  the  station  down  lead  only,  the 
new  feed  ratio  can  be  computed,  thus  enabling 
the  operator  to  ascertain  the  correct  feed 
current  necessary  to  maintain  a  given  total 
value  of  antenna  current. 

Phase  Difference 

After  viewing  the  physical  aspects  of  the 
antenna  layout  in  Fig.  19  it  might  appear 
that  a  disturbing  phase  angle  would  exist 
between  the  currents  in  the  radiating  circuit 
embracing  the  alternator,  and  those  in  the 
radiators  placed  at  increasing  distances  from 
the  power  source.  It  can  be  shown,  however, 
that  for  all  practical  purposes  the  currents  in 
all  of  the  down  leads  are  substantially  in 
phase.  Thus  in  Fig.  26,  the  branch  Le  Ce. 
since  it  is  a  tuned  circuit,  operates  at  unity 
power-factor  and  therefore  may  be  treated  as 
a  non-inductive  resistance  of  a  value  equal  to 

C7?(°''/?(2  7r.V=r=) 


82S     October,  Uli'd 


GENERAL  ELECTRIC   REVIEW 


VoL  XXIII.  Xo.  10 


If  (at  X=  15,000  m.)  rB  =  ().011  mfd.,  Lf,= 
(l.n(l.")74  henry  and  /('6  =  2.71  ohms,  then  the 
impedance  of  any  single  branch  to  the  e.m.f. 
impressed  thereon  is  equal  to 

O^OO^Ii =  192,500 

0.000,000,011X2.71 

ohms  approximately. 

Since  the  circuit  Ls  Ce  Re  is  in  resonance 
with  the  e.m.f.  impressed  at  Ti  To,  the  current 
in  it  is  also  in  phase  with  the  impressed  e.m.f., 
which  rra)-  be  considered  to  operate  through 
a  non-inductive  resistance  of  approximately 
192,500  ohms. 

Let  now  the  inductance  of  the  flat-top 
between  the  fifth  and  sixth  branches  be 
represented  by  L.  The  value  of  L  is  one-fifth 
of  the  total  flat-top  inductance  without 
loading  and  in  the  case  of  the  New  Brunswick 
antenna  is  approximately  0.00013  henry. 
We  then  have  in  the  last  branch  (Le  Ce)  a 
current  which  lags  behind  the  current  flowing 
in  Li  C:-,  bv  the  angle  9  where 

tan  9  = 5 — 

_  6.2632  X20.00()X  0.000 13 
192.500 

(which  is  negligibly  small) 


1 


11,780 

The  phase  difference  between  the  sixth  and 
fifth  radiator  is  thus  negligible.  The  phase 
difference  between  the  currents  in  branch 
Li  Ci  and  branch  Le,  Cn  is  five  times  as  great, 
but  it  is  still  of  negligible  im])ortance.  The 
currents  in  the  six  radiators  are  therefore  in 
substantial  phase,  the  effect  of  the  inductance 
between  branches  is  negligible,  and  the 
charging  currents  which  are  measured  currents 
in  the  down  leads  can  be  considered  to  tjc  in 
phase.  Since  the  length  of  the  antenna  is  but 
a  fraction  of  the  wave  length  employed  and 
the  phase  difference  is  slight  compared  with 
the  wave  length,  no  api)reciable  directive 
effects  will  be  obtained. 

Antenna  Voltage 

The  antenna  \H)ltage  may  be  computed 
when  the  equi\-alcnt  capacitance  of  one 
section  and  the  current  in  the  station  down 
lead,  or  the  total  antenna  capacitance  and 
total  antenna  current  arc  known.  This  is 
obtained  from  the  relation. 

c-  1  ,-       1 

h  = ^TT-p,  or  /i  =  . . 

2  T  A  C  A 

where  A'  is  the  capacitive  reactance  of  the 
antenna  at  some  frequency. 


Using  the  values  in  the  foregoing  discussion. 
assume  that  /  as  measured  by  an  ammeter 
in  the  station  down  lead  is  100  amperes. 
Then  since  the  capacity  reactance  to  be 
neutralized  by  the  down  lead  is  one-sixth  of 
the  whole  capacity  or  0.01 1  mfd.,  then 

100 

~  6.2832  X  20,000  X  0.000,000,01 1 
=  72,300  volts. 

A  current  of  100  amperes  performs  the  same 
functions  in  each  of  the  remaining  branches, 
so  that  the  whole  antenna  is  maintained  at  a 
voltage  of  72,300  volts  by  six  separate  cur- 
rents, all  in  phase,  of  100  amperes  each.  Since 
the  multiple  impedance  of  the  six  branches, 
as  shown  above,  is  120.5  ohms,  the  total 
antenna  current  is  72,300  120.5  =  600  am- 
peres. This  is  merely  a  further  proof  of  the 
assiunption  made  at  the  outset. 

As  previously  cited  the  branches  of  the 
multiple  antenna  follow  (except  in  one  respect 
explained  below)  the  laws  of  parallel  reso- 
nance circuits  with  lumped  inductance  and 
capacitance,  and  the  current  supplied  to  any 
branch  by  the  main  or  power  supply  circuit 
is  at  any  instant  the  algebraic  sum  of  the 
currents  in  the  capacity  and  the  inductance. 
If  there  were  no  resistance  in  the  branch 
antenna  it  would  have  infinite  impedance 
to  the  power  supply  at  resonance  and  no 
current  would  flow  in  the  feed  circuit  after 
the  initial  e.m.f.  has  been  applied.  In  the 
actual  circuit  there  must,  however,  be  some 
resistance  and  the  energy  for  heating  this 
resistance  must  be  supplied  by  the  alternator, 
that  is,  the  alternator  makes  good  this  loss 
of  energy-. 

The  branch  circuit  of  Fig.  26  at  A' =  20.000 
cycles,  r  =  0.01 1  mfd.,  /,  =  0.00574  henry  and 
A' =  2.71  ohms,  was  shown  to  have  an  imped- 
ance of  apjiroximately  192.500  ohms.  The 
antenna  charging  voltage  at  100  amperes  is 
approximately  72,300  volts.  The  energ>' 
current  supplied  bv  the  power  source  to  one 
branch  is  therefore  72,300  192,500  =  0.375 
ampere.  The  power  supplied  to  each  branch 
is  72,300X0.375  =  27.1  kilowatts  and  to  the 
six  branches  (assuming  equality  throtighout) 
6X27.1  =  162.6  kilowatts. 

The  foregoing  method  of  computation  while 
correct  for  jjarallel  rest)nance  circuits  with 
lum])ed  inductance  and  capacitance  from 
which  feeble  radiation  lakes  place,  requires 
some  modification  when  the  phenomena  of 
radiation  from  the  multiple  antenna  is  con- 
sidered. Thus,  in  the  multiple  antenna,  the 
radiation  resistance,  whatever  its  value,  may 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


S2y 


be  said  to  be  common  to  all  six  antennae, 
whereas,  the  ground  and  coil  resistances  belonja; 
to  the  different  antenna;  individually.  The 
combined  circuit  of  the  multiple  antenna  can 
therefore  be  represented  by  a  radiation 
resistance  common  to  all  antenna;  which  is  in 
series  with  a  group  of  six  wasteful  resistances 
connected  in  multiple. 

Thus  assume  now  that  the  radiation 
resistance  of  the  individual  radiators  in  the 
multijjle  antenna  (at  X=l.>.()()ll  meters)  is 
O.Oti  ohm  and  the  ground  and  coil  resistance 
of  each  antenna  individually,  2.()l]  ohms.  A 
current  of  (U)0  amperes  works  through  (J.Od 
ohm  radiation  resistance,  while  100  amperes 
flow  through  each  of  the  2.().>  ohm  resistances. 
The  consumption  of  power  in  radiation  is 
()00=X0. 00  =  21. ()  kw.,  and  in  each  branch 
100-'X2.(i.")=20..>  kw.,  or  ()X20.o  =  15!)  kw., 
in  the  six  branches.  The  total  consumption 
is  therefore  1S().()  kw. 

The  point  to  be  brought  out  is  that  if  the 
radiation  resistance  of  0.00  ohms  was  added 
to  the  wasteful  resistance  in  each  radiator, 
and  the  energy  consimiption  computed  there- 
from, the  result  would  be  too  small.  Thus 
assuming  that  the  total  resistance  of  each 
antenna  was  taken  as  2.().')  +  0.()(>  or  2.7! 
ohms,  the  power  in  each  radiator  would  be 
27.1  kw.  and  in  the  six  branches,  1()2  kw., 
but,  as  just  shown,  the  correct  value,  when 
the  radiation  resistance  is  treated  properly, 
is  INO.O  kw. 

The  multiple  antenna  rray  be  treated  in 
another  way.  With  a  total  power  consum]3tion 
of  ISO  kw.,  the  power  supplied  to  each  antenna 
is  30  kw.  and  the  energy  current  consumed 
by  each  oscillating  circuit  at  72,300  volts  is 
0.4 1 5  ampere.  Thus  while  the  total  oscillating 
current  is  (iOO  amperes  the  energy  current 
which  flows  horizontally  from  the  power 
source  is  2.073  amperes.  This  distribution  is 
shown  by  the  arrows.  Fig.  21.  In  other  words, 
the  energy  fed  to  the  system  by  the  first 
tuning  coil  in  the  form  of  100  amperes  at  say 
ISOO  volts  is  transformed  in  the  first  oscillat- 
ing circuit  to  72,300  volts  (in  the  case  of  the 
particular  problem  cited)  and  distributed  as 
in  a  transmission  line  from  which  0.415 
ampere  at  72,300  volts  is  drawn  at  five 
places. 

Multiple  Resistance 

When  the  inductance  in  each  of  the  down 
leads  has  been  adjusted  to  provide  resonance 
with  the  alternator  and  the  feed  ratio  has  been 
determined,  the  multiple  resistance  of  the 
Alexanderson  antenna  can  be  computed  from 


sim])le  measurements  taken  within  the  station 
house. 

The  process  is  as  follows:  Measure  the 
current  in  the  station  down  lead  at  resonance 
and  then  measure  the  open  circuit  voltage  of 
•the  alternator  (at  the  transformer  secondary). 
The  voltage  divided  by  the  current  gives  the 
"series"  resistance  of  the  antenna  from  the 
standpoint  of  a  load  on  the  alternator.  This 
resistance  is  evidently  the  combined  resist- 
ance of  the  alternator  and  the  "series" 
resistance  of  the  antenna  system.  The 
resistance  of  the  alternator  must  be  obtained 
from  a  separate  measurement  and  subtracted 
from  this  value  to  give  the  "series"  or  load 
resistance  of  the  antenna  system. 

Thus  if  the  open  circuit  voltage  of  the 
alternator  transformer  is  2000  and  the  current 
in  the  down  lead  is  100  am])eres,  the  resistance 
of  the  alternator  plus  the  "series"  antenna 
resistance  is  obtained  from  R  =  E!I  or  R  = 
2000;  100  =  20  ohms. 

Assume  that  the  alternator  resistance 
(from  the  standpoint  of  the  transformer 
secondary)  as  obtained  from  previous  meas- 
urements is  2  ohms;  then  the  series  antenna 
resistance  (considered  as  a  load  on  the 
alternator)  is  20  —  2=18  ohms.  The  mul- 
tiple resistance  of  the  antenna  is  then 
equal  to 

Series  Resistance 
Square  of  the  Feed  Ratio 

which  in  the  problem  above  =  -t^  =  0.5  ohm. 

Proof  of  this  formula  is  given  below. 

A  set  of  curves  showing  the  comparative 
values  of  these  two  resistances  at  the  New 
Brunswick  station  for  wave  lengths  between 
2500  and  9000  meters  are  shown  in  Fig.  27. 
Thus  at  X  =  S600  meters,  the  series  resistance 
is  32.5  ohms  and  the  multiple  resistance  0.9 
ohm.  It  is  the  latter  value  that  must  be  used 
to  compare  the  multiple  tuned  antenna  with 
the  common  antenna  with  single  ground. 
Curves  showing  the  decrease  of  multiple 
resistance  at  New  Brunswick  with  increase  of 
the  niunber  of  tuning  points  are  given  in 
Fig.  28.  It  is  to  be  noted  that  the  data  for 
these  curves  and  also  that  of  Fig.  27  was 
taken  without  the  capacitive  ground  and  the 
current  equalizers  described  on  page  S20. 

In  making  measurements  as  above  the 
transformer  must  be  regarded  in  all  respects 
as  a  part  of  the  alternator,  that  is,  the  open 
circuit  voltage  of  the  transformer  secondary, 
and  the  resistance  of  the  alternator  from  the 
standpoint  of  the  transformer  secondary  must 


S30     October,  192U 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  10 


be  treated  as  the  voltage  and  the  resistance 
respectively  of  the  alternator. 

A  proof  of  the  formula  Multiple  Resistance  = 

Antenna  Series  Resistance 

(Feed  Ratio)- 


MO 

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puj^^a^^MrvanaMVuia^gnmB? 

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xa 

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xoo 

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aoo 

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JOOO 

so, 

Fig.  27. 


Comparison  of  Multiple  and  "Series"  Resistance  i 
Alexanderson  Multiple-tuned  Antenna 


may  be  had  from  the  following  simple  analy- 
sis. Reference  should  be  made  to  the  equiva- 
lent circuit,  Fig.  '29,  which  is  assumed  to  be 
inade  up  of  a  number  of  radiating  systems  in 
Iiarallel.  all  tuned  to  resonance  with  the 
alternator  N. 

Let  E    =  open  circuit  voltage  of  transformer 
secondan,'. 
/    =  current  in  the  station  down  lead  at 

resonance. 
Ra  =the  effective  alternator  resistance 
from    the    standpoint    of    the 
secondary. 
/•     =the    "series"    resistance    of    the 
external  or  antenna  circuit  con- 
sidered as  a  load  on  the  alter- 
nator. 
Then 

£  =  /  (R,  +  r) 
from  which 

r=j-R., 

(Ra  is  obtained  from 
mcnt ) . 

The  i)ower  consumed  in  the  "series 
circuit   external    to    the    alternator   is 

ir=/v. 


Consider  now  the  resistance  of  the  complete 
antenna    from    the    standpoint    of    several 
radiators  in  parallel : 
Let  F  =  feed  ratio. 

Then    F/  =  total    antenna    current    in   the 
several  radiators. 

Also  let  7?„  =  multiple  resistance 
of  the  several  radiators  in  parallel. 
Then,  the  total  energy  in  the 
several  radiators  is  equal  to  the 
product  of  the  multiple  antenna 
resistance  and  the  square  of  the 
total  antenna  current,  or. 

]V=iFir-R^. 

This  energA'  obviously  is  the 
same  as  that  consumed  in  the  cir- 
cuit external  to  the  alternator, 
which  as  shown  before  =I-r. 

Hence 

(Fr)-R„  =  r-r 

from  which 

r 

That  is.  the  antenna  multiple 
resistance  is  equal  to  the  "series" 
or  "alternator  load"  resistance 
divided  by  the  square  of  the  feed 

ratio.     Expressed  in  terms  of  all  the  factors 

involved 


-Ra 


Ra 


se]iarate  measurc- 

or  load 
then, 


» 

1 

Ml 

It 

^ 

n 

p^-^JSKe^       \/\ 

If 

■.IMS 

^    ^^/ 

w 

to 

1 

t 

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f   \ 

m 

/ 

1 

^ 

/ 

1 

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m 

/ 

/ 

1 

s 

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/ 

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nfu 

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i 

-HP' 

flr^« 

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^     1        \ 

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L 

Pig   26.     Graphs  Showing  "Scries"  and  Multiple  Resistance, 

New  Brunswick  Antenna  with  Different  Numbers 

of  Down  Leads 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


831 


It  is  thus  possible  to  compute  the  multiple 
resistance  of  the  Alexanderson  antenna  from 
a  few  measurements  made  within  the  station 
with  instruments  used  in  ordinary  i^owcr 
work. 

Accurate  measurement  of  the  current  in 
each  down  lead  is  essential,  prior  to  makin? 
the  foregoing  measurements,  as  equal 
divisions  of  current,  due  to  physical 
factors  surrounding  the  station,  can- 
not always  be  obtained.  Only  in  this 
way  can  the  true  feed  ratio  be  de- 
termined. 


of  course,  must  be  computed  for  each  wave 
length.  The  capacitive  impedance  for  any 
other  wave  length  can  be  obtained  from  this 
value,  since  impedance  is  directly  proportional 
to  wave  length.  The  inductive  impedance  of 
each  down  lead  should  then  be  adjusted, 
previous  to  tuning  of  the  alternator,  to  a  value 


General 

The  muUiijle   antenna  can,   under 
some  conditions,   be  used  to  advan- 
tage with  unequal  currents  through 
the  down  leads  although,  in  general.         Fig.  29. 
equality  of  currents  gives  the  lowest  the 

resistance.  This  is  apparent  from 
the  fact  that  with  unequal  division  some  of 
the  current  has  a  longer  path  to  travel  than 
with  equal  division,  making  that  jjarticular 
branch  of  higher  resistance.  This  also  is 
obvious  from  the  fact  that  if  a  given  amount 
of  current  is  to  be  passed  through  j^arallel 
conductors  their  joint  resistance  will  be  less 
if  the  division  of  current  is  in  inverse  pro- 
portion to  each  path. 

Unequal  division  of  current  is  an  ad\-antage 
under  two  conditions.  First,  the  "series"  or 
"load"  resistance  of  the  antenna  can  be 
adapted  to  the  voltage  of  the  alternator,  if  the 
alternator  voltage  cannot  be  adapted  to  the 
antenna  resistance.  Second,  by  allowing 
unequal  division  of  current  the  wave  length 
of  the  system  can  be  changed  in  a  much 
simpler  manner  than  when  equal  division 
is  maintained.  Each  change  of  wave  length 
clearly  requires  a  change  in  the  inductance 
of  all  the  down  leads  to  maintain  equal  current 
division.  If  the  inductance  in  all  down  leads 
is  not  the  same,  the  current  will  di\'ide  itself 
in  inverse  proportion  to  the  inductance  of 
each  path. 

Further  consideration  will  reveal  that  for 
wide  changes  of  wave  length  it  may  be 
advisable  to  disconnect  some  of  the  down 
leads. 

Calibration  of  Ground  Inductances 

In  order  to  compute  the  amount  of  induc- 
tance tliat  is  necessary  in  each  down  lead 
at  some  given  wave  length,  the  capacity  of 
the  antenna  must  be  measured  by  the 
ordinary  processes  and  its  capacitive  imped-, 
ance  calculated  as  shown  on  page  826.    This, 


Fundamental  Circuit  of  Multiple-taned  Antenna  for  Determinins 
Distinction  Between  "Series"  and  Multiple  Antenna  Resistance 

six  times  the  capacitive  impedance  of  the 
antenna,  if  six  tuning  points  are  used.  The 
inductance  of  the  down  leads  to  the  tuning 
coils  can  be  estimated  roughly  and  the  value 
allowed  for  when  placing  tlie  tap  on  the 
ground  coil. 

The  inductance  of  the  tuning  coils  should 
be  computed  for  different  numbers  of  turns  at 
different  wave  lengths  and  plotted  in  a  series 
of  graphs  as  in  Fig.  25.  This  will  simplify  the 
operation  of  obtaining  the  correct  inductance 
for  any  wave  length.  In  case  there  are  no 
means  at  hand  of  calibrating  the  tuning  coils, 
the  required  number  of  turns  may  be  selected 
by  trial.  The  supposed  num.ber  of  turns 
required  can  be  estimated  roughly  and  con- 
nected in  all  six  down  leads,  but  an  allowance 
must  be  made  in  the  case  of  the  station  down 
lead  for  the  inductance  of  the  alternator  (or 
for  the  inductance  of  the  secondary  coil  of  the 
transformer).  The  speed  of  the  alternator 
may  then  be  varied  until  resonance  is  found. 
If  the  ntunber  of  turns  selected  tune  at  too 
long  a  wave  length  too  much  inductance  has 
been  inserted  in  the  down  leads,  and  if  it 
tunes  at  too  short  a  wave  length  not  enough 
inductance  has  been  added. 

Capacitive  and  Wire  Ground  System 

A  general  description  of  the  earthing  system 
at  the  New  Brunswick  station  has  been  given 
on  page  820.  In  the  early  experiments  it  was 
found  that  when  connection  was  made  from 
the  tap  on  the  down  lead  inductance  to  the 
wire  ground,  the  inner  wires  carried  the 
greater  proportion  of  current,  due  to  the  fact 
that   they   offered  less   impedance   than  the 


832     October,  li)21) 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


outer  wires.  A  more  equal  current  distribution 
was  obtained  by  inserting  the  equalizing  coils 
between  the  line  inductances  and  the  earth 
wires  as  shown  in  detail,  Fig.  9.  These  coils 
are  in  inductive  relation  and  are  connected  to 
pairs  of  the  buried  wires  as  there  shown.   The 


I 


"     TiTiTiT 


^ARTHI  ,     CAP/>CITY   GWUNDS 

.04  MF 

Fig.  30.      Equivalent  Circuit  Multiple-tuned  Antenna. 
New  Brunswick  Transoceanic  Radio  Station 


effect  was  to  increase  the  impedance  of  the 
wires  nearest  the  center  and  therefore  to  force 
practically  the  same  amount  of  current  in  the 
outside  wires  as  in  the  center  wires.  This 
lowered  the  antenna  resistance  from  (1.9  to 
0.7  ohm. 

A  still  better  distribution  of  the  earth 
currents  was  obtained  by  installing  the 
counterpoise  already  shown  in  Fig.  10.  As  is 
shown  schematically  in  detail  A,  Fig.  1 1.  the 
section  of  the  coil  above  the  ground  con- 
nection may,  for  purposes  of  illustration,  be 
considered  as  positive  with  respect  to  the 
ground  and  the  section  below  the  point  at 
which  the  ground  is  connected  may  be 
considered  as  negative  with  respect  to  the 
ground.  The  capacitive  ground  may  therefore 
be  considered  as  a  combination  of  a  forced 
and  a  tuned  oscillation  circuit.  It  has  the 
effect  of  drawing  the  current  from  the 
ground  more  uniformly  than  with  the  wires 
lying  on  the  ground  or  buried  beneath  the  sur- 
face. The  addition  of  the  counterpoise  in  the 
case  of  the  New  Brunswick  station  reduced  the 
antenna  resistance  from  0.7  to  O.o  ohm. 

By  suitable  tuning,  the  total  current 
through  the  down  leads  may  be  distriliuted 
between  the  capacitive  ground  and  the  wire 
ground  in  any  desired  ratio.  If  the  wire 
ground  is  disconnected  and  the  capacitive 
ground  is  tuned  to  take  all  the  antenna 
current,  the  ca]jacitive  ground  then  takes  on 
the  characteristics  of  a  tuned  circuit.  In  this 
case  the  wire  ground  may  be  connected  to 
the  zero  potential  point  on  the  coil  (which 
may  be  found  by  experiment),  under  which 
condition  it  forms  a  path  to  earth  for  the 
lightning  discharges  with  no  other  appreciable 


effect  upon  the  system.    An  efficient  ratio  of 
current  in  the  wire  and  capacitive  ground  is 
half  of    the  total    in  each.     The    capacitive 
ground  may  be  installed   in    separate  units 
at  each  tuning   point  or  may  be   connected 
together  as  a  single  unit  as  shown  in  Fig.  10. 
Taking  into  consideration  the  coun- 
terpoise and  buried  wire  ground,  the 
I  equivalent    circuit    becomes   that   of 

^  Fig.  30. 

I  It  may  be  well  to  point  out  here 

that  the  design  and  construction  of 
the  grounding  system  for  the  multiple 
_  antenna    may   undergo    considerable 

~  modifications    in    future    high-power 

installations.  It  is  probable  that  the 
system  can  be  considerably  simplified 
and  yet  provide  a  lower  total  antenna 
resistance  than  that  obtained  at  the 
New  Brunswick  station. 

Radiation  Efficiency 

An  antenna  with  a  single  ground  and 
effective  height  equal  to  that  of  the  New 
Brunswick  aerial  can  be  assigned  at  the 
wave  length  of  l.i.OOO  meters,  a  radiation 
resistance  of  0.0(i  ohm  and  a  total  resistance 
of  2.71  ohms.  This  is,  in  fact,  about  the  values 
that  would  be  obtained  in  practice.  The 
radiation  efficiencv  is  therefore  ().0(j  2.71  or 

2.219c- 

As  a  multiple  tuned  antenna  the  resistance 
of  the  New  Brunswick  aerial  is  slightly  under 
0..")  ohm,  and  the  radiation  efficiency  is 
0.0()  ()..')  or  12' (.  The  radiation  efficiency  of 
the  multiple  antenna  at  this  wav-e  length  is 
therefore  129f  against  2.21%  in  the  indi\idual 
antenna. 

The  radiation  efficiency  of  the  multiple 
antenna  is  \cry  much  higher  at  the  wave 
length  of  NOOO  meters  which  has  been  found 
the  most  suitable  for  radio  telephony.  Thus 
the  radiation  resistance  of  the  New  Brunswick 
antenna  at  SOOO  meters  is  0.2  ohm  and  the 
multiple  resistance  O.ti  ohm.  The  radiation 
efficiency  is  0.2  '().()  or  33%. 

It  is  important  to  note  that  the  New 
Bnmswick  antenna  may  be  operated  at  the 
wave  length  of  2.")()0  meters,  although  its 
natural  wave  length  as  a  flat-top  antenna  is 
NOOO  meters.  Operation  at  such  short  wave 
lengths  obviously  would  not  be  ])ossibie  with 
the  antenna  in  its  old  fonn.  The  multiple 
resistance  of  the  New  Brunswick  antenna  at 
2.")(I0  meters  is  3  ohms,  and  the  radiation 
resistance  is  2. 1  ohms.  The  radiation  efficiency 
is  therefore  2.1  3  or  ~V\^\\  whereas  with  a 
single  ground  antenna  the  resistance  at  the 


THE  ALEXANDERSOX  SYSTEM  FOR  RADIO  COMMUNICATIOX 


S.33 


same  wave  length  would  be  about  'iA  ohms, 
and  the  radiation  efficiency,  2.1  .5.4  or  40';  f. 

A  cur\-e  showing  the  computed  values  of  the 
radiation  resistance  of  the  New  Brunswick 
antenna,  at  various  wave  lengths,  is  given  in 
Fig.  -i  1 .  The  multiple  resistance  as  actually 
measured  at  the  wave  lengths  of  "ioOO,  ,S(JO() 
and  13.()()(J  meters  is  pointed  out.  The 
radiation  efficiency  at  these  three  wave 
lengths  should  be  noted,  and  also  the  com- 
parative efficiencies  of  the  common  antenna 
with  the  single  ground  and  the  Alexanderson 
antenna  with  multiple  grounds,  at  the  wave 
length  of  13,()()U  meters. 

Although  the  radiation  efficiency  of  all 
tvpes  of  antenna;  decreases  with  increases  of 
wave  length  the  smaller  absorption  obtained 
at  the  longer  wave  lengths  offsets  this 
decrease.     Efficient  wave  lengths  for  trans- 


„,„  „j        \C0Ml^[O  PAiflATliti  fffs/sKwcK 


Fig.   31.      Computed   Radiation  Resistance   Multiple-taned 
Antenna,  New  Brunswick  Transoceanic  Radio  Station 


oceanic  communication  have  been  found  to 
lie  between  1(1,000  and  20.0(10  meters. 

Alexanderson  Speed  Regulator 

As  pointed  out  on  page  SIS,  in  order  to 
secure  a  constant  output  at  the  alternator  and 
to  prevent  a  diminution  of  the  received  cur- 


rent at  the  receiving  station,  the  speed  varia- 
tion of  the  radio  frequency  alternator,  when 
signalling,  must  be  maintained  within  one 
tenth  of  one  per  cent.  It  is  evident  that  the 
governing  mechanism  to  maintain  such  con- 
stant speeds  must  come  into  such  a  critical 
state,  at  the  motor  speed  to  be  maintained, 
as  to  cause  a  high  jjercentage  of  change  in 
itself  for  a  low  percentage  change  in  speed. 

The  circuits  of  the  Alexanderson  speed 
regulator  have  been  shown  in  the  fundamental 
station  circuit.  Fig.  14.  They  are  shown 
separately  in  Fig.  32.  Lio  is  an  armature  coil 
which  supplies  a  constant  voltage  at  the 
frequency  of  the  alternator,  d  and  P-,  are  a 
capacity  and  an  inductance  which  are  tuned 
to  a  frequency  slightly  above  that  at  which 
the  alternator  is  to  be  worked.  The  coil  56  is 
coiipled  closeh"  to  Ph,  but  not  so  closely  as  to 
affect  appreciably  the  tuning  of  the  resonant 
circuit.  £  is  a  rectifier  (of  the  G-E  Tungar  or 
Mercur\-  Arc  type)  which  is  shunted  by  a 
condenser  C\  of  0.16  mfd.  capacity. 

M\  is  an  auxiliary  control  coil  of  the  voltage 
regulator.  The  latter  through  the  contacts 
7"i  acts  to  control  the  voltage  of  a  generator 
K\.  d  is  a  condenser  of  1  mfd.  shunting  the 
coil  Ml.  Care  is  taken  that  the  circuit  Se,  C4, 
Co,  is  considerably  off  resonance  with  the 
frequency  of  the  circuit  Lio,  C4,  Pi,  in  order 
that  the  speed  held  by  the  regulator  may  be 
changed  with  the  greatest  simplicity. 

A'  and  0  are  variable  impedances  connected 
in  the  two  phases  of  the  power  supply  lines. 
They  contain  the  d-c.  control  coils  Pe  and  the 
variable  impedance  coils  S-,.  R3  is  a  liquid 
rheostat  connected  in  the  circuits  of  the 
rotor. 

The  generator  A'l,  which  is  driven  by  the 
motor  Mi.  is  pro^•ided  with  field  current  from 
a  d-c.  source  of  constant  voltage  which  is 
varied  by  the  rheostat  Rt. 

In  regard  to  the  functions  of  the  impedances 
A'  and  0.  it  may  be  said,  in  general,  that  with 
zero  current  in  the  control  coils  Pe.  their 
impedance  becomes  a  maximum.  If  on  the 
other  hand  the  current  through  Pe  is  such  as 
to  saturate  the  cores,  their  impedance 
becomes  a  minimum.  Any  intermediate  value 
of  d-c.  control  current  will  van,'  the  a-c. 
impedance  of  the  coils  5?  accordingly. 

It  will  now  be  shown  how  the  motor  input 
may  be  varied  inversely  as  the  current  fed  into 
the  coil  Ml  from  the  resonance  circuit  brought 
from  a  coil  in  the  armature.  Since  the  circuit 
Lio,  C4,  Pi  is  resonant  to  a  frequency  slightly 
above  that  of  the  alternator,  it  will  develop 
an  increased  current  as  the  motor  M  speeds 


S34     October,  192U 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  10 


up.  This  will  send  a  d-c.  component  through 
the  coil  Ml  which  assists  that  flowing  in  coil 
Ms;  this  causes  the  voltage  regulator  proper 
to  maintain  a  lower  voltage  at  generator  A'l. 
This  in  turn  decreases  the  current  through  the 
coils  Pe  and  therefore  increases  the  impedance 
in  the  power  supply  circuit,  tending  to 
decrease  the  speed  of  the  motor.  When  the 
speed  falls  slightly  the  rectified  component 


Theory  of  the  Speed  Control  Regulator 

A  series  of  graphs  showing  the  phenomena 
involved  in  the  action  of  the  speed  regulator 
are  shown  in  Figs.  33  and  34. 

In  cur\-e  A,  Fig.  33,  the  "motor  input"  is 
plotted  against  "per  cent  variation  of  normal 
speed"  with  the  normal  line  voltage  and 
frequency  and  with  the  resistance  Rz  (in  the 
rotor  circuit  of  the  motor)  proper!}'  adiusted 


Fig.  32.     Fundamental  Circuits  of  Speed  Regulator  of  the  Alexandcrson 
Radio  Frequency  Alternator  System 


through  the  coil  Mi  decreases,  thus  causing 
the  voltage  regulator  to  maintain  a  higher 
voltage  on  the  generator  /\'i  and  therefore 
increase  the  control  current  through  Pi.  and 
thus  again  decrease  the  impedance  in  the 
power  supply  circuit.  A  given  mean  current  is 
thus  maintained  through  the  control  coils  Pe. 
the  value  of  which  is  determined  by  the  value 
of  the  current  through  Mi.  The  speed  of  the 
driving  motor  is  thus  held  constant. 


to  pro\ide  the  required  power.  The  flat  part 
of  the  curve  to  d,  indicates  the  motor  input 
with  maximum  field  on  generator  K\.  Fig.  32, 
which  is  the  result  obtained  with  zerf>  current 
in  the  coil  Mi  of  the  voltage  regulator.  It 
should  be  noted  that  the  motor  input  with  the 
speed  less  than  !»!t.*t.>'7  normal  is  well  alxive 
that  required  to  drive  the  alternator  with  the 
sending  key  closed.  The  motor  will  therefore 
increase  its  speed  up  to  point  d.  where  the 


THE  ALEXANDERSON  SYSTEM  FOR  RADIO  COMMUNICATION 


835 


speed  regulator  takes  hold.  From  here  the 
motor  input  drops  off  rapidly  because  of  the 
increasing  current  in  coil  Mi,  (of  the  voltage 
regulator)  until  its  curve  intersects  curve  B 
which  represents  the  power  required  to  drive 
the  alternator  at  point  e.  Here  the  motor 
input  and  the  power  required  to  drive  the 
alternator  are  equal  and  the  speed  will  remain 
constant. 

When  the  key  is  opened,  the  power  required 
to  drive  the  alternator  drops  off  to  that 
indicated  by  the  dotted  line  and  the  surplus 
of  power  supplied  to  the  motor  speeds  up 
the  alternator  until  the  motor  input  has 
dropped  off  to  a  value  equal  to  that  required 
to  run  the  alternator  light.  This  condition  is 
represented  at  the  interesction  /  at  100.05% 
normal  speed. 

Point  g  represents  the  point  at  which  the 
speed  regulator  has  decreased  the  motor 
input  the  maximum  amount  possible,  with 
minimmn  field  on  generator  A'l;  and  for  any 
small  increase  in  speed  above  this  point,  the 
input  will  be  the  same  as  at  g.  Since  here  the 
power  required  to  drive  the  alternator  is 
greater  than  that  sup])lied  to  the  motor,  the 
motor  will  slow  down  until  equality  is 
obtained  as  at  point  /  with  the  kc}-  open,  or 
as  at  point  e  with  the  key  closed.  With  the 
speed  at  point  /  when  the  key  is  closed,  the 
speed  will  decrease  to  point  e,  and  when  the 
key  is  opened  again,  it  will  increase  again  to 
that  represented  by  /.  This  speed  variation 
being  less  than  0.1%,  no  inconvenience  is 
suffered. 


MOTOR /MPUT    A                y 

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DfflVe  MTfRMTO/f             /             V/        .  JVv 

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^^y      A  \  /  '■; 

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PomiR               \ 

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MS                       lOO.O                   >00  5 

Fig.  33.      Graphs  Showing  Certain  Characteristics  of  the 
Alexanderson  Speed  Control  System 


If,  however,  the  characteristics  of  the  speed 
regulator  are  such  that  it  lags  in  action,  the 
speed  may  fall  below  e,  before  the  regulator 
can  effectively  increase  the  power  input.  This 
will  cause  a  greater  variation  of  speed  than 
would  otherwise  obtain.  "Hunting"  may 
then  take  place  and  result  in  a  speed  variation 


greatly  in  excess  of  the  allowable  variation 
for  constant  alternator  output. 

The  speed  held  by  the  regulator  at  a  given 
alternator  frequency  may  be  changed  to  some 
other  value  by  retuning  the  circuit  Lio,  C4  P5 
through  variation  of  its  capacity  or  induc- 


OTO  100  S 


Fig.  34.     Graphs  Showing  Certain  Characteristics  of  the 
Alexanderson  Speed  Control  System 


tance.  This  will  change  curve  A.  Fig.  33, 
which  will  then  maintain  the  same  relation 
to  the  curve  C,  thus  providing  a  different 
speed  at  which  the  power  requii^ed  to  drive 
the  alternator  will  equal  the  motor  input. 
These  conditions  are  represented  in  dotted 
lines  in  Fig.  33,  e'  and  /'  representing  the 
speeds  held  with  the  key  closed  and  open 
respectively,  and  d'  the  point  at  which  the 
speed  regulator  takes  hold. 

To  obtain  proper  regulation  the  speed 
regulator  must  be  adjusted  so  the  point  e  will 
be  on  the  left  or  lower  side  of  cur\'e  B,  for  on 
that  side  of  the  curve  an  increase  in  speed 
will  incur  an  increase  in  load  (as  resonance 
in  the  alternator  antenna  circuit  is  approached) , 
which  automatically  will  tend  to  keep  the 
speed  down.  On  the  other  hand,  if  the  point  e 
lies  on  the  high  side  of  the  curve  B  an  increase 
in  speed  will  decrease  the  load  which  will  tend 
to  cause  still  further  increase  of  speed.  This 
is  prevented  only  by  the  fact  that  the  speed 
regulator  causes  the  motor  input  to  fall  off 
faster  than  the  load  falls  off.  Because  of  the 
fact  that  better  regulation  is  secured  on  the 
low  side  of  the  curve,  it  is  called  the  stable  side, 
and  the  high  side  the  unstable  side. 

If  the  power  supplied  to  the  driving  motor 
is  increased,  such  as  by  an  increase  in  line 
voltage  or  frequency,  or  by  a  change  in  the 
setting  of  the  motor  circuits  (such  as  a 
decrease  in  the  rotor  resistance  of  an  induc- 
tion motor)  the  curve  for  motor  input  will  rise 
as  to  A",  Fig.  34.  If  the  power  supplied  to  the 
motor  is  decreased  the  ctirve  of  motor  input 
will  fall  as  to  A'". 


S;5fi     October.  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII.  X< 


The  motor  adjustment  must  be  maintained 
so  that  point  g  on  the  motor  input  cur^-e  will 
be  kept  well  below  the  power  required  to  run 
the  machine  light  (as  shown  by  the  dotted 
lines),  and  also  point.t/  must  be  kept  well  above 
the  power  required  to  drive  the  alternator  at 


system  detuned.  The  joint  effect  of  these  two 
phenomena  is  a  reduction  in  antenna  current 
to  9%  of  its  normal  value.  When  the  sending 
key  is  closed,  the  alternator  assumes  sub- 
stantially its  normal  voltage,  the  antenna 
system  returns  to  a  state  of  resonance  and  the 


Fig.  35.      Magnetic  Amplifier  in  Si-npli.^ei  Form 


maximum  tune  of  the  antennae.  In  case  point 
g  is  not  well  below  the  power  required  to  run 
the  machine  light  a  surge  in  line  voltage  or 
frequency  might  increase  it  to  g"  where  it 
would  be  greater  and  thus  cause  the  alternator 
to  run  away  when  the  sending  key  is  left  open 
a  short  interval.  Also  if  point  d  is  not  well 
above  the  power  required  to  drive  the  alter- 
nator at  maximum  tune  a  slump  in  line 
voltage  or  frequency  might  decrease  it  to  d'" 
and  thus  cause  the  machine  to  slow  down  to 
e'"  when  the  key  is  closed,  with  a  consequent 
falling  off  in  signal  strength  and  a  swing  in  the 
pitch  of  the  received  note. 

If  adjustments  are  made  so  that  the  condi- 
tions outlined  above  are  realized,  no  diffi- 
culties are  encountered  in  maintaining  a 
uniform  speed  at  any  desired  alternator 
frequency. 

Magnetic  Amplifier 

This  device  already  has  been  described  as  a 
variable  imjjedance  connected  across  the 
terminals  of  the  radio  frequency  alternator 
for  the  purpose  of  controlling  the  ]:)owcr  input 
to  the  antenna  circuit.    Its  characteristics  arc 


alternator  out])ut  flows  into  the  antenna 
system. 

The  great  advantage  of  the  amplifier  over 
other  methods  of  modulation  is  that  it  gives  a 
non-arcing  control  of  the  large  currents 
required  in  high-power  radio  transmission  and 
therefore  permits  rapid  telegraph  signalling. 
In  fact,  the  amplifier  has  been  operated 
experimentally  at  speeds  in  excess  of  .)(H( 
words  per  minute  with  jierfect  success. 

An  idea  of  the  fundamental  actions  of  the 
amplifier  can  be  gained  from  the  circuit. 
Fig.  .'5.5,  where  the  two  windings  designated 
by  .4  and  R  arc  wound  on  a  common  iron  core. 
The  windings  .4  are  connected  in  parallel 
and  shunted  across  the  radio  frequency 
alternator  .V.  The  coil  B  is  an  excitation 
winding  which  includes  both  the  positive  and 
the  negative  branches  of  the  flux  produced 
in  the  windings  .4.  and  hence,  no  voltages 
are  induced  in  B  by  the  radio  frequency 
currents  flowing  in  .4.  This  is  illustrated  by 
the  reference  arrows  in  Fig.  'M\,  which  show 
the  direction  of  flux  in  the  amplifier  coil  at  a 
l)articular  half-cycle  of  the  impressed  current. 
It   is  clear  that   the  tcndencv  to  induce  an 


S 


nmtnE 


Fig.  36.      Diagram  Showing  Inductive  Action  of  Amplifier 
Windings  Upon  the  Control  Winding 


such  that  a  relatively  small  current  in  an 
excitation  winding  is  enabled  to  control  many 
hundreds  of  ami)ercs  in  the  antenna  system. 
The  amplifier  jjcrfonns  two  functions:  When 
the  sending  key  jjroper  is  ojjen  the  alternator 
is  placed  on  short  circuit  and  the  antenna 


e.m.f.  in  one  side  of  the  control  coil  by  one 
branch  of  .4  is  counteracted  by  an  opposing 
e.m.f.  in  the  other  branch. 

It  is  apjiarent  that  should  the  flux  produced 
in  the  core  by  the  coil  />  be  sufficient  to 
saturate  it  fully,  the  impedance  of  windings 


THE  ALEXANDERSON  SYSTEM   FOR  RADIO  COMMUNICATION 


S3  7 


,4  would  liecome  that  of  a  coil  without  an 
iron  core.  On  the  other  hand,  with  zero 
current  in  the  winding  B.  the  core  will  be 
magnetized  by  the  windings  A  and  the 
impedance  of  ^4  will  thus  become  a  maximum. 
In  general,  in  order  to  obtain  large  flux 
variations  in  the  windings  .4,  the  opposing 
ampere-turns  in  B  must  be  api^roximately 
equal  to  those  in  .4.  Utilizing  the  alternator 
control  circuit  of  Fig.  .3."),  the  jjroblem  is  to 
obtain  a  minimum  impedance  in  the  windings 
.4  when  the  circuit  to  the  excitation  or  con- 
trol winding  is  closed  and  thus  short  circuit 
the  alternator;  and  to  obtain  a  maximum 
impedance  when  the  control  circuit  is  open, 
so  that  the  alternator  may  assume  within 
reasonable  limitations  its  normal  voltage. 
In  this  way  the  necessary  variation  of  the 
antenna  current  for  telegraphic  signalling  is 
secured. 

The  characteristics  of  a  magnetic  amplifier 
operated  in  a  given  instance  as  in  F'ig.  .'5o  are 
shown  in  the  curve  A,  Fig.  37,  where  antenna 
amperes  are  plotted  against  different  currents 


V 

V 

\ 

\ 

\\ 

1 

\ 

X 

\^4 

rja/rsi 

wnsr/! 

\        .1 

\ 

-~^ 

o.asM 

<■  sairs 

cmanvsa 

^ 

a 

uMrsfx 

or  anar 

i«w\ 

/ 

8 

y 

Fig.  37.      Control  Characteristics  of  the 
Magnetic  Amplifier 

in  the  excitation  or  control  coil.  The  curve  .4 
shows  incomplete  modulation  of  the  antenna 
current,  but  it  should  be  mentioned  that  with 
this  circuit  it  is  possible  to  secure  more 
complete  modulation  with  stronger  currents 
in  the  control  winding. 


A  more  sensitive  control  of  the  alternator 
output  to  the  antenna  system  can  be  secured 
by  the  series  condenser  C\  of  Fig.  38,  for  by 
the  use  of  this  condenser  a  much  smaller 
control  current  is  required  to  effect  a  given 
^•ariation  in  antenna  current.     If  the  capaci- 


A  B 


Mh^S 


Fig.  38.      Magnetic  Amplifier  with  Series  Condenser 

tance  of  Ci  is  chosen  to  netitralizc  the  induc- 
tance of  the  windings  .4  for  some  definite 
value  of  excitation  current  in  the  control  coil 
B,  the  impedance  of  the  circuit  Ci,  .4,  becomes 
a  minimum.  The  impedance  at  any  lower 
excitation  is  determined  by  the  difference 
between  the  inductive  reactance  of  the 
amplifier  coil  and  the  capacitive  reactance 
of  the  series  condenser.  However,  the  smaller 
this  difference  the  lower  will  be  the  amplifier 
excitation  which  gives  minimum  impedance 
and  therefore  minimum  alternator  voltage. 

The  increase  in  sensitiveness  obtained  from 
the  series  condenser  is  well  shown  by  the 
curves  B  and  C  of  Fig.  37.  The  curve  A,  as 
already  mentioned,  shows  the  antenna  cur- 
rents for  different  control  currents,  without 
the  series  condenser  C\.  The  curve  B  shows 
the  control  obtained  with  a  series  condenser 
of  0.33  mfd.  and  the  curve  C  with  O.I2o  mfd. 
The  curve  B  shows  almost  complete  modu- 
lation of  the  antenna  current.  Although  it  is  a 
matter  of  principal  importance  in  radio 
telephony  it  is  pointed  out  here  that  the  curve 
B  indicates  a  linear  proportionality  between 
control  and  antenna  currents  almost  through- 
out its  range.  This  is  an  essential  require- 
ment for  satisfactory  speech  reproduction  in 
telephony.  The  excessive  control  indicated 
at  the  right  of  point  B  with  the  larger  values 
of  control  current  is  a  condition  easily  avoided 
in  practice. 

In  the  final  form  of  the  magnetic  amplifier, 
the  condensers  Co  and  Cs  are  inserted  in  the 
amplifier  windings  .4,  as  shown  in  Fig.  39. 
Their  function  is  as  follows:  If  telegraphic 
currents  were  introduced  into  the  control 
coil  B  with  the  condenser  C-i  and  C,s  absent,  a 
short  circuit  current  would  flow  between  the 
branches  of  .4  without  producing  any  flux 
variations  to  the  radio  frequency  current. 
This,    however,    is    prevented    by    choosing 


838     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  1(7 


values  of  C2  and  C3  to  have  a  low  reactance  to 
the  radio  frequency  currents  and  a  high 
reactance  to  the  audio  frequency  currents. 
These  condensers  have  no  appreciable  affect 
upon  the  tuning  of  the  amplifier  circuit. 

In  the  commercial  set  the  constants  of  Ci 
are  selected  for  the  particular  frequency  at 
which  operation  is  to  take  place,  and  it  is 
therefore  only  necessary  to  vary  the  control 
current  in  the  coil  B  until  the  most  complete 
modulation  of  the  antenna  current  is  obtained. 
In  the  event  that  the  alternator  is  worked  at 
some  frequency  different  from  that  originalh* 
contemplated,  a  value  of  Ci  can  be  found  for 
some  definite  value  of  control  current  in  B, 
at  which  a' minimum  impedance  in  the  ampli- 
fier coils  is'obtained. 


Theoretical  considerations  of  the  circuits 
involved  and  actual  test  show  that  this  drop 
in  alternator  impedance  reduces  the  alternator 
voltage  and  detunes  the  antenna  system  to  the 
extent  that  no  more  than  9%  of  the  total 
normal  current  flows  in  the  antenna  system 
(when  the  current  in  the  control  winding  is 
zero). 

In  explanation  of  the  control  current  of 
IS  amperes  (fed  by  a  25(J-volt  source)  in  the 
case  of  a  2(J0  kw.  installation,  it  may  be  said 
that  the  same  variation  of  alternator  output 
might  be  obtained  with  much  smaller  values 
of  control  current.  The  larger  value  is 
purposely  used  to  permit  rapid  signalling, 
that  is,  it  permits  the  magnetic  amplifier  to 
function  without  lag. 


CO/L 


V5  '' 


L|ptf 


Fig.  39.      Magnetic  Amplifier  with  Scries  end 
Short-circuiting  Condensers 


?S0/  D(l 


^wnr- 


or  /^MPunen  - 


u 


Fig.  40.      Equivalent  Circuit  of  Fig.  39 


In  summar\-  of  the  foregoing  the  equi\-alent 
circuit  of  Fig.  39  will  be  seen  to  be  that  of 
Fig.  40  where  the  telegraphic  key  K  when 
closed  reduces  the  impedance  of  the  amplifier 
and  therefore  the  impedance  of  the  amplifier- 
alternator  circuit.  This  simultaneously 
detunes  the  antenna  circuit  and  reduces  the 
alternator  voltage. 

Characteristic  curves  showing  the  ^■ariation 
of  alternator  voltage,  and  change  of  alter- 
nator-amplifier impedance  with  different 
values  of  current  in  the  excitation  winding 
(for  the  standard  200  kw.  set)  are  presented 
in  Fig.  41.  Thus  with  zero  current  in  the 
control  circuit  the  alternator  open  circuit 
voltage  is  2000,  and  approximately  oOO  volts 
with  IS  amperes  in  the  control  coil.  Similarly 
with  zero  current  in  tlie  control  coil  the 
altemator  impedance  is  G7  ohms  and  it  drops 
to  37  olims  with  IS  amperes  in  the  control  coil. 


Radio  Telephony 

Since  the  magnetic  amplifier  provides  a 
linear  control  of  the  antenna  current  antl 
functions  with  small  values  of  control  current, 
it  is  applicable  as  a  modulation  device  in 
radio  telei^hony.  When  telephonic  currents 
of  suitalilc  ami^litude  arc  ])asscd  through  the 
control  coil  B.  Fig.  30.  similar  variations  of  the 
antenna  current  will  be  obtained,  jirovided 
the  am])lifier  characteristics  are  selected  to 
give  linear  proportionality;  otherwise  inac- 
curate speech  rej^roduction  will  result.  It  has 
been  amply  demon.strated  in  practice  that 
such  characteristics  are  readily  obtainetl  from 
the  amplifier.  Thus  the  curves  B  and  (".  Fig. 
37,  both  show  the  desired  linear  jiropor- 
tionality  between  control  currents  and  an- 
tenna currents,  but  the  curre  B  shtiws  the 
most  complete  modulation  of  the  antenna 
input. 


THE  ALEXAXDERSOX  SYSTEM  FOR  RADIO  COMMUXICATION 


S39 


The  perfection  of  control  provided  by  the 
magnetic  ampUfier  has  been  well  demon- 
strated in  a  series  of  tests  made  on  the  50-kw. 
Alexanderson  alternator.  With  a  telephonic 
control  current  varying  in  amplitude  bv  0.2 
ampere,    the   antenna    current   was   changed 


by  the  amplifier  is  here  again  well   demon- 
strated. 

When  the  Alexanderson  system  is  used  in 
radio  telephony,  the  control  circuit  of  the 
amplifier  is  placed  in  the  output  circuit  of  a 
bank  of  vacuum  valve  amplifiers.    The  input 


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Fig.  41       Characteristic  of  Alternator-amplifier  Circuits, 
200-kw.  Alexanderson  Radio  Frequency  Alternator 


from  o.S  to  42.7  kw.,  a  variation  of  almost  37 
kilowatts. 

An  oscillographic  record  taken  on  the 
200-kw.  set  at  Xew  Brunswick,  X.  J.,  with 
Secretarv-  Daniels,  of  the  U.  S.  Navy  Depart- 
ment, at  Washington,  D.  C,  speaking  to 
President  Wilson  aboard  the  U.  S.  S.  George 
Washington  at  sea  is  shown  on  page  798, 
Fig.  7.     The  satisfactory  operation  provided 


circuits  of  the  amplifier  bank  are  controlled 
by  three  preceding  steps  of  vacuum  tube 
amplifiers,  which  in  turn  are  actuated  by  the 
microphone. 

In  a  number  of  experimental  tests  made 
with  the  telephone  set  at  New  Brunswick, 
the  voice  was  projected  to  European  stations. 
At  distances  up  to  2.500  miles  very  satis- 
facton,-  results  were  obtained. 


S40     October,  1920 


GEXER^JiL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


Some  Practical  Operating  Features  of  Tungsten 
Filament  Electron  Tubes 

By  W.  C.  White 
Rese.^rch  L.\bor.\tory,  Gexer.^l  Electric  Comp.\xy 

In  describing  the  operating  features  of  tungsten  filament  electron  tubes,  as  affecting  the  limitations  and 
possibilities  of  these  tubts,  the  author  analyzes  the  subject  with  respect  to  the  filament,  grid,  plate  or  anole, 
bulb  and  glass,  vacuum  conditions,  tube  circuits  and  their  operation,  and  power  supply.  The  information 
contained  is  of  value  to  all  who  have  to  d<-al  with  electron  tubes,  especially  to  those  who  are  interested  in 
making  experimental  set-ups  or  in  changing  in  some  way  apparatus  in  which  the  tubes  are  a  part. — Editor. 


General 

During;  the  past  few  years  a  great  deal  has 
been  published  upon  the  theon.-  and  methods 
of  using  electron  tubes,  or  vacuum  tubes  as 
they  are  often  called,  particularly  in  the  field 
of  radio  communication. 

In  this  article  it  is  assumed  that  the  reader 
has  some  knowledge  about  the  principles  and 
functions  of  vacutmi  tubes.  It  is  written  for 
those  who  have,  or  may  have,  occasion  to 
operate  them. 

When  these  tubes  are  an  integral  part  of  a 
piece  of  apparatus,  the  designer  has  taken  into 
account  many  of  the  limitations  and  possi- 
bilities of  the  tubes,  so  that  some  of  their 
characteristics  are  not  obser\-able.  However. 
when  the  tubes  are  used  in  some  experimental 
set-up,  or  the  apparatus  of  which  they  are  a 
part  is  changed  or  used  in  som-?  special  way, 
unusual  or  unlooked  for  effect,  often  occur. 
In  this  article  some  of  these  effects  will  be 
discussed  and  some  of  the  more  unusual 
characteristics  of  the  tubes  given. 

The  Filament 

Since  in  most  tubes  of  the  kenutron  and 
pliotron  type  a  tungsten  filament  is  the 
electron  emitting  cathode,  some  of  the  char- 
acteristics of  a  tungsten  filan  ent  as  they 
apply  to  these  tubes  will  first  be  gi\'en 

As  used  in  vacuum  tubes  the  useful  range 
of  temperature  for  the  filament  is  2300  deg 
K  to  2700  deg.  K.*  At  lower  temperatures 
the  electron  emission  is  very  low  and  at 
higher  temperatures  the  life  of  the  filament 
very  short.  In  this  range  of  temperature  the 
resistance  of  the  filament  is  approximately 
\:i  to  1()  times  as  high  as  at  room  temperature. 

Owing  to  this  changing  resistance  the  re- 
lation between  voltage  and  current  is  not 
linear.  In  the  operating  range  given  above,  a 
1  per  cent  change  in  current  causes  approxi- 

*  These  temperatures  are  expressed  in  the  absolute  or  Kelvin 
scale  which  is  degrees  centigrade  plus  273. 


mately  a  1^4  per  cent  corresponding  change  in 
voltage,  this  change  in  voltage  being  slightly 
higher  at  the  higher  temperatures  and  lower  at 
the  lower  temperatures.  In  vacuum  tube  work 
the  two  factors  we  are  most  interested  in  are 
electron  emission  and  life  to  filament  bum- 
out. 

The  electron  emission  varies  rapidly  with 
the  temperature  and  in  amount  follows  the 
curve  shown  in  Fig.  1 .  where  for  different 
temperatures  it  is  plotted  as  milliamperes 
emission  per  watt  of  energ^•  used  to  heat  the 
filament.  This  function  is  independent  of  fil- 
ament length  and  diameter. 

In  the  operating  range  a  1  per  cent  change 
of  filament  current  makes  approximately  a 
20  per  cent  change  in  electron  emission.  A 
1  per  cent  change  in  filament  voltage  makes 
approximately  an  1 1  per  cent  change  in 
emission.  These  changes  are  slightly  less  at 
the  higher  temperatures  and  slightly  greater 
at  the  lower  temperatures. 

The  filaments  of  vacuum  tubes  are  usually 
operated  at  ap])roximately  constant  current 
or  constant  voltage.  At  constant  current  the 
emission  increases  considerably  during  life:  it 
may  reach  double  the  initial  value  just  before 
burn  out.  At  constant  voltage  the  emission 
may  drop  slightly  or  remain  practically  con- 
stant during  life. 

The  life  of  a  filament  in  a  vacuum  tube  can- 
not he  accurately  ])redetermined  by  calcula- 
tions based  only  on  its  dimensions  and  operat- 
ing temperature. 

If  careful  tests  on  a  considerable  nimiber  of 
tubes  of  a  particular  type  have  been  made  and 
an  average  life  determined  then  the  life  of  a 
tube  of  similar  construction  but  with  its  fil- 
ament of  a  different  size,  or  operating  at  a 
different  voltage,  may  be  calculated  with  suf- 
ficient accurac>'  for  practical  purposes. 

Tests  on  a  large  number  of  filaments  ha\c 
shown  that  on  the  average  a  filament  burns 
out  when  a  certain  proportion  of  its  mass  has 


TUNGSTEN  FILAMENT  ELECTRON  TUBES 


S41 


been  evaporated.  Therefore,  for  the  same 
emission  and  temperature  a  larger  diameter 
filament  will  have  a  longer  life. 

A  .'3  per  cent  increase  or  decrease  in  filament 
current  will  respectively  halve  or  double  the 
life  of  a  filament.  This  shows  the  great  gain 
in  tube  operating  cost  that  may  be  effected  b\- 
careful  regulation  of  temperature.  The  cor- 
responding figure  for  filament  voltage  change 
to  halve  or  double  life  is  approximatelv  .1  ]jer 
cent. 

With  a  filament  operating  at  constant 
voltage,  the  life  is  approximately  three  times 
longer  than  with  operation  at  constant 
current.  For  this  reason  adjustment  and 
maintenance  of  filament  temperature  hx 
voltage  is  to  be  preferred.  It  has  usually 
lieen  the  custom  to  adjust  vacuum  tube 
filaments  by  current  readings  on  an  ammeter. 
This  was  because  in  the  early  manufacture  of 
tubes  a  more  uniform  emission  was  obtained 
by  a  current  rating.  However,  modern 
methods  of  tungsten  tube  manufacture  insure 
sufficient  uniformity  to  allow  voltage  rating. 

With  operation  at  constant  voltage  the  cur- 
rent will  drop  .")  to  10  per  cent  before  burnout 


t 

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Filament  Temperature,  Degrees  Absolute 

Fig.  1.      Curve  Showing  Milliammeters  of  Electron 

Emission  Per  Watt  of  Energy  Used  to 

Heat  the  Pliotron  Filament 

occurs.  However,  as  has  been  pointed  out, 
the  emission  varies  only  slightly  and  therefore 
the  operating  features  vary  but  little. 

There   is  a  factor  which  is  negligible   on 
receiving   and    other    low    power   tubes    but 


which  is  an  im]X)rtant  factor  on  high  voltage 
power  tubes.  This  is  the  effect  of  the  combi- 
nation of  the  electron  current  of  the  plate 
circuit  with  the  current  in  the  filament  causing 
a  change  in  filament  temperature  and  there- 
fore a  change  in  electron  emission  and  life. 

If  the  filament  is  operated  from  a  110  or  220 
volt  direct-current  source  with  a  series  resist- 
ance in  the  circuit,  the  electron  current  will 
add  to  the  filament  current  and  increase  its 
temperature  if  the  negativ'e  of  the  plate  volt- 
age source  is  connected  to  the  negative 
filament  terminal.  It  will  subtract  from  it  if 
connected  to  the  positive  filament  terminal. 
This  effect  will  not  be  uniform  over  the  entire 
length  of  the  filament  but  will  be  variable 
being  a  maximum  or  minimum  at  the  end  of 
the  filament  to  which  the  negative  terminal 
of  the  plate  source  is  connected. 

In  case  the  filament  is  operated  from  a  few 
cells  of  storage  battery  or  directly  from  a  low 
voltage  direct-current  generator  so  that  little 
or  no  series  resistance  is  used,  it  is  immaterial 
whether  the  return  from  the  plate  circuit  is 
made  to  the  positive  or  negative  terminal  of 
the  filament ;  the  heating  current  in  the  nega- 
tive side  of  the  filament  is  augmented  by  the 
same  amoimt  wherever  the  return  connection 
is  made. 

The  series  filament  resistance  is  essential 
to  any  alteration  in  the  distribution  of  the 
flow  of  plate  current  through  the  filament 
circuit  as  a  safety  precaution.  In  any  case 
the  filament  regulating  resistance  should  be 
so  connected  as  to  cause  the  additive  currents 
to  flow  through  it  while  the  differential 
current  flows  through  the  low  resistance  side 
of  the  heating  circuit. 

This  result  is  always  accomplished  by  con- 
necting the  return  to  the  positive  side  of  the 
filament,  regardless  of  whether  the  regulating 
resistance  is  connected  to  the  positive  or  to 
the  negative  terminal  of  the  filament  voltage 
source.  It  might  also  be  accomplished  by 
connecting  the  return  between  the  negative 
terminal  of  the  filament  batterv  and  the  reg- 
idating  resistance  in  the  case  where  this  rheo- 
stat is  on  the  negative  side  of  this  battery. 

When  it  is  remembered  that  the  effective 
plate  current  of  a  tube  in  the  oscillating  con- 
dition usually  has  a  value  between  2  per  cent 
and  7  per  cent  of  the  filament  current  and 
that,  as  previously  stated,  a  3  per  cent  increase 
or  decrease  in  filament  current  halves  or  dou- 
bles the  life,  the  importance  of  this  effect  is 
apparent. 

This  filament  heating  effect  of  the  plate 
current   also  has  another  important  aspect. 


S-t2     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


If  for  any  reason  a  high  voltage,  high  power 
tube  stops  oscillating  the  plate  current  will 
usually  rise  to  a  value  limited  only  by  the 
filament  emission.  If  the  connection,  as  ex- 
plained above,  is  such  that  the  plate  and  fila- 
ment currents  are  additive  this  abnonnally 
large  plate  current  will  increase  the  tempera- 
ture and  therefore  the  emission,  which  in 
turn  increases  the  plate  current,  this  effect 
being  accmnulative,  often  destroying  the  fil- 
ament in  a  few  seconds. 

If  possible,  alternating  current  should  be 
used  for  filament  excitation  with  the  regulat- 
ing resistance  in  the  power  side  of  the  trans- 
former and  the  return  of  the  grid  and  plate 
circuits  made  to  a  center  tap  of  the  coil 
supplying  the  filament.  This  connection 
assures  minimum  disturbance  in  the  plate  and 
grid  circuits  from  the  frequency  of  the  fila- 
ment source. 

The  effective  plate  circuit  current  in  this 
case  divides  evenly  between  the  two  filament 
legs.  Also  the  direct-current  electron  current 
and  the  alternating-current  filament  current 
add  at  a  90  deg.  displacement  to  give  the 
combined  heating  current  so  the  additive 
effect  is  much  smaller.  Take,  for  instance,  a 
1  ampere  electron  current  to  the  plate  and 
a  4  ampere  filament  current.  If  the  latter 
were  direct  current  the  current  at  the  hottest 
part  of  the  filament  would  be  o  amperes,  while 
if  it  were  alternating  current  it  would  be  only 
4.13  amperes  and  equally  distributed. 

In  operating  tungsten  filament  pliotron 
tubes  the  following  ])oints  should  be  kejit  in 
mind  to  insure  the  maximimi  possible  life : 

(1)  Do  not  exceed  the  maximum  rated 
filament  current  or  voltage,  and  in  all  cases 
reduce  the  filament  current  to  as  low  a  value 
as  possible  consistent  with  satisfactory  o]-)cra- 
tion. 

(2)  In  order  to  make  jjossible  the  reduction 
of  filament  current  mentioned,  the  best  adjust- 
ment of  the  set  is  the  one  giving  the  desired 
result  with  the  lowest  value  of  ])late  current. 

(.3)  It  is  poor  policy  to  materially  raise 
the  filament  temperature  to  obtain  a  slight 
increase  of  output. 

Pliotron  tubes  are  usually  designed  to  oper- 
ate in  a  certain  position,  that  is,  horizontally 
or  vertically,  with  a  certain  side  or  end  up. 
This  preferred  mounting  position  is  usually 
specified  for  each  type  of  tube.  This  is 
necessary  because  a  hot  tungsten  filament  has 
a  tendency  to  sag  very  slowly  and  unless  the 
tube  is  correctly  mounted  the  filament  may  be 
so    displaced    as    to    change    the    electrical 


characteristics  or  even  cause  it  to  short  circuit 
against  the  grid. 

Severe  vibration,  particularly  rapid  sus- 
tained vibration,  as  from  a  high  speed  engine, 
greatly  accelerates  filament  sagging.  Under 
such  conditions  tubes  should  be  spring  sus- 
pended. 

In  a  detector  or  amplifier  circuit  in  which 
there  is  a  telephone  receiver  directly  in  the 
plate  circuit  it  will  be  noted  that,  with  all 
other  circuits  closed,  when  the  filament  is 
switched  on  there  will  be  no  click  in  the  tele- 
phone; when  the  filament  is  switched  ofT  there 
will  be  a  decided  click.  This  is  accounted  for 
by  the  fact  that  when  cold  there  is  no  emission 
from  the  filament  so  that  the  current  through 
the  telephone  rises  slowly  with  the  filament 
temperature.  However,  when  the  filament 
current  is  turned  off^  the  voltage  drop  along 
the  filament  changes  to  zero  instantly  before 
the  filament  has  started  to  cool.  This  sudden 
disappearance  of  voltage  drop  along  the  fil- 
ament changes  its  average  voltage  with  re- 
spect to  the  grid,  which  of  course,  in  turn 
causes  a  change  in  ])late  current  and  this 
produces  the  click  in  the  telephone. 

Assume  a  filament  taking  2(>  volts  to 
o]jerate  at  normal  temperature:  suppose 
also  that  the  plate  voltage  is  low.  about  .)(• 
volts,  and  the  grid  is  connected  to  the  negative 
end  of  the  filament.  The  grid  is  therefore 
negative  to  the  entire  filament  length  with  the 
exception  of  the  extreme  negative  end.  Under 
these  conditions  of  an  effective  negative  grid 
the  plate  current  is  greatly  reduced.  Now  if 
the  filament  current  is  suddenly  switched  oft" 
the  entire  grid  and  filament  are  at  the  same 
])otential  so  that  there  will  be  a  sudden  in- 
crease of  plate  current.  This  is  demonstrated 
in  a  long  filament  tube  operated  as  described, 
with  the  filament  above  rated  temperature 
(so  that  emission  will  continue  for  a  longer 
time  after  current  is  switched  off  i  and  a  cur- 
rent indicating  instnmicnt  in  the  plate  circuit. 
If  the  grid  connection  is  changed  to  the  posi- 
tive end  of  the  filament  the  plate  current  will 
make  a  sudden  decrease  on  opening  the  fil- 
ament circuit. 

Occasionally  while  the  filamcTit  is  cold 
unusually  severe  vibration  or  mechanical 
shock  may  loosen  a  filament  weld  or  break  a 
lead  or  soldered  connection  in  the  base  or 
stem  of  the  tube,  the  resulting  contact  re- 
sistance being  so  high  that  no  current  flows 
at  the  low  voltage  of  the  filament  supply. 
Occasionally  in  such  cases  a  temporary  emer- 
gency rei)air  can  be  elTected  by  connecting 
the  filament  in  circuit  from  a  110  or  220-volt 


TUNGSTEN  FILAMENT  ELECTRON  TUBES 


S43 


direct-current  source  with  sufficient  resistance 
to  bring  the  current  to  about  rated  vahie  and 
also  inchiding  an  inductance  such  as  a  trans- 
former coil  or  field  winding.  If,  then,  the  fila- 
ment terminals  are  short  circuited  and  the  cir- 
cuit suddenly  opened  at  this  point,  the  voltage 
set  up  by  the  inductive  effect  will  often  cause 
a  slight  welding  together  of  the  loose  contact 
surfaces. 

The  Grid 

In  the  construction  of  a  transmitting  tube 
and  its  base,  the  grid  and  filament  elements 
are  insulated  from  one  another  sufficiently  for 
all  normal  conditions  of  operation.  However, 
in  experimental  work  unusual  conditions  may 
arise  which  will  set  up  voltages  between  the 
grid  and  filament  as  high  as  ten  times  that 
normally  present.  It  is  impractical  to  build 
a  tube  to  take  care  of  this  very  abnonnal 
voltage  which  only  rarely  occurs  due  to  in- 
correct adjustment. 

A  spark  gap  should  therefore  be  provided 
between  the  grid  and  filament  terminals  at 
or  near  the  base  of  the  tube.  This  gap  should 
be  set  at  y2  in.  to  }i  in.  depending  on  the 
voltage  employed  and  the  number  and  type 
of  tubes  used.  This  precaution  should  be 
taken  on  any  tube  or  group  of  tubes  delivering 
over  50  watts  of  alternating-current  energy 
or  operating  at  a  plate  potential  above  2000 
volts. 

In  experimental  or  temporary  wiring,  great 
care  should  be  taken  not  to  confuse  the  wires 
leading  to  the  plate  and  grid.  A  high  positive 
potential  applied  to  the  grid  which  is  close  to 
the  filament  and  of  relatively  small  mass  may 
overheat  or  even  melt  it. 

Occasionally  when  a  receiving  or  low  power 
type  of  tube  has  been  operated  over  a  con- 
siderable period  of  time,  a  slight  conducting 
deposit  will  form  over  the  glass  of  the  seal, 
giving  an  electrical  leakage  path  between  the 
grid  and  filament  terminals.  This  will  greatly 
impair  the  operation  of  the  tube  as  an  ampli- 
fier or  detector.  This  condition  can  be  re- 
moved by  connecting  the  grid  terminal  and 
one  filament  terminal  across  a  xe  i'n-  to  3^  in. 
spark  gap  of  an  induction  coil.  The  thin 
conducting  fihn  will  be  disrupted  in  a  few 
seconds  by  the  high  tension  discharge. 

Plate  or  Anode 

Tubes  are  usually  designed  tmd  constructed 
to  give  a  safe  continuous  dissipation  of  a  cer- 
tain amount  of  energy.  It  is  desirable  that 
tubes  should  be  able  to  operate  for  a  long 
period  of  time  with  rated  voltage  on  the  fil- 


ament, and  with  the  plate  and  the  grid  at  zero 
voltage.  In  the  small  transmitting  tubes  this  is 
possible,  but  in  the  higher  power  high  voltage 
tubes  this  involves  too  expensive  a  construc- 
tion and  fuses  or  circuit  breakers  are  used  in 
the  plate  circuit.  However,  any  tube  in  order 
to  be  conservatively  rated  should  be  capable 
of  dissipating  continuously  from  the  anode 
an  amount  of  electron  boinbardment  energy 
equal  to  the  output.  In  other  words,  unless 
the  conditions  of  operation  are  unusually 
favorable  as  regards  protective  devices  and 
attendance,  an  efficiency  of  over  .50  per  cent 
between  plate  voltage  source  and  output 
should  not  be  relied  upon. 

The  three  metals  used  mostly  as  anode 
material  are  nickel,  molybdenum  and  tungs- 
ten. 

By  good  design  and  careful  exhaust  treat- 
ment, nickel  can  be  operated  at  a  just  visible 
red  heat,  but  operated  in  this  way  the  tube 
has  a  very  small  factor  of  safety  against  over- 
load due  to  a  variety  of  causes. 

Molybdenum  is  the  most  common  anode 
material  for  pliotrons.  With  ordinary  exhaust 
methods  it  will  safely  dissipate  10  times  more 
energy  per  unit  area  than  nickel.  The  melting 
point  of  molybdenum  is  about  25o5  deg.  C, 
while  that  of  nickel  is  only  about  1450  deg.  C. 
Molybdenum  as  an  anode  can  run  continu- 
ously at  a  good  red  heat.  This  high  melting 
point,  together  with  the  favorable  mechanical 
properties  of  molybdenum,  makes  it  almost 
an  ideal  anode  metal. 

Tung.sten  with  its  higher  melting  point  and 
low  rate  of  evaporation  will  dissipate  safely 
even  more  energy  than  molybdenum,  but  its 
mechanical  properties  oft'er  many  difficulties. 

It  is  altogether  probable  that,  as  vacuum 
tube  engineering  develops,  one  basis  of  the 
power  rating  of  a  tube  will  be  a  factor  based 
on  the  material,  area  and  form  of  the  anode: 
that  is,  each  metal  will  have  a  certain  allow- 
able energy  dissipation  in  watts  per  square 
inch  of  exposed  area.  At  the  present  time 
molybdenum  anodes  are  usually  designed  for 
a  total  heat  dissipation  (filament  watts  and 
electron  bombardment  watts)  of  30  to  50 
watts  per  square  inch  of  exposed  area. 
These  are  conservative  figures. 

Bulb  and  Glass 

In  power  tubes  the  glass  bulb  rttns  at  a 
temperature  of  the  order  of  100  deg.  C.  or 
even  more.  In  order  to  avoid  strains  in  the 
glass  which  are  liable  to  cause  cracks,  care 
should  be  taken  to  prevent  liquids  or  cold 
metallic  bodies  from  coming  into  contact  with 


844     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  10 


the  hot  bulb.  Care  should  be  taken  also  not 
to  scratch  the  glass  as  it  is  possible  thus  to 
start  a  crack  which  may  ruin  the  tube. 

In  the  small  types  of  power  tubes  all  the 
lead-in  wires  are  usually  carried  in  through  a 
common  stem  and  seal.  If  this  is  the  case,  the 
plate  voltage  which  may  be  used  is  limited  by 
electrolysis  in  this  seal.  Hot  glass  is  a  con- 
ductor of  electricity,  and  the  conduction  is 
accompanied  by  electrolysis,  that  is,  the  me- 
tallic elements  in  the  glass  appear  at  the 
negati\-e  pole  and  the  negati\-e  ions  (usually  a 
gas  in  this  case)  at  the  positive  pole. 

This  electrolysis  ruins  the  seal,  making  it 
leak  air  and  sometimes  even  cracking  it.  An 
early  indication  of  this  electrolysis  which 
appears  long  before  leakage  occurs  is  a  black- 
ening of  the  grid  leads  in  the  glass  of  the  seal 
just  beyond  the  point  of  entrance  of  the  lead 
into  the  glass  from  the  vacuum  side.  This 
action  takes  place  at  the  grid  terminals  as 
these  are  the  most  negative  when  the  tube  is 
oscillating.  The  black  layer  is,  in  most  cases, 
lead  deposited  out  from  the  glass.  As  stated, 
this  is  not  a  danger  signal  but  merely  an  in- 
dication that  electrolytic  action  has  started. 
Therefore  if  small  tubes  of  this  type  are 
operated  considerably  above  their  rated  plate 
voltage  the  life  is  liable  to  be  terminated  by 
leakage  of  air  due  to  electrolysis  rather  than 
filament  burnout. 

Vacuum  Conditions 

Glass  contains  gases  and  vapors  which  are 
liberated  by  heating  in  a  vacuum.  During  the 
exhaust  treatment  of  tube  manufacture  this 
process  is  carried  on  to  as  high  a  temperature 
as  the  glass  will  stand. 

During  operation  of  the  tube  it  may  be 
possible  to  so  overload  it.  without  jjroper  ven- 
tilation around  the  bulb,  that  gas  is  liberated 
from  the  glass  in  sufficient  quantities  to  affect 
its  operation.  Pliotron  transmitting  tubes 
are  designed  and  rated  to  carry  their  normal 
load  without  artificial  cooling,  natural  ven- 
tilation only  being  required.  However,  in  the 
case  of  overload,  or  operation  in  a  small, 
entirely  enclosed  space,  or  in  vers-  hot  sur- 
roundings, an  artificial  cooling  of  the  bulb  by 
a  current  of  air  is  beneficial  in  maintaining 
the  vacuum. 

In  some  of  the  larger  types  of  transmitting 
tubes  the  ])late  or  grid  lead  is  brought  out 
through  a  separate  seal  in  the  bulb,  a  small 
lead  wire  connecting  to  the  electrode.  Under 
ordinarv  conditions  of  operation  this  lead 
wire  will  be  called  upon  to  carr\-  only  a  few 
milliamperes  in  the  case  of  a  grid  lead  or  a 


fraction  of  one  ampere  in  the  case  of  a  plate 
lead.  However,  under  certain  circuit  condi- 
tions, one  of  which  will  be  described  later, 
ven.-  high  frequency  oscillations  may  occur 
(10,000.000  cycles  per  second  or  greater), 
in  which  case  the  capacity  current  to  the  grid 
or  plate  may  reach  10  amperes  or  even  more. 
One  result  of  the  abnormal  current  is  to  over- 
heat portions  of  the  tube  that  will  not  carry 
this  ver\'  heaw  current,  such  as  the  sm.ail 
lead  wires  mentioned.  This  overheating  may 
cause  liberation  of  gas. 

If  from  some  cause  the  gas  pressure  in  a 
tube  during  operation  rises  to  a  sufficient 
value  a  glow  will  appear  in  the  bulb  as  a  result 
of  the  positive  ionization.  If  this  gas  pressure 
is  due  to  gases  evolved  from  the  metal  or  glass 
the  glow  will  appear  blue.  If,  however,  it  is 
due  to  leakage  air  it  will  appear  purple  or  pink. 

If  air  leakage  into  the  tube  has  increased  the 
pressure  sufficiently  to  prevent  a  pure  electron 
current,  a  dark  blue  or  black  oxide  of  tungsten 
from  the  filament  will  appear  on  the  grid  or 
plate.  If  a  still  greater  air  pressure  is  present 
the  combination  of  hot  tungsten  and  oxygen 
will  cause  the  formation  of  a  yellow  oxide  of 
tungsten  which  floats  in  the  tube  like  a  heavy 
vapor  and  which  deposits  on  the  bulb  or 
electrodes. 

Vacuum  Tube  Circuits  and  Their  Operation 

A  great  deal  has  been  i)ublishcd  on  this 
phase  of  the  subject,  particularly  receiving 
circuits,  and  therefore  comments  in  this  article 
will  be  confined  almost  entirely  to  oscillating 
circuits  for  supplying  high  frequency  energ^•. 

There  is  one  point,  however,  in  connection 
with  the  use  of  vacuum  tubes  as  amplifiers  of 
ver\-  small  amounts  of  energy,  such  as  radio 
signals,  that  does  not  seem  to  be  as  widely 
appreciated  as  it  deserves.  This  fact  is  the 
effect  of  energy  loss  in  the  grid  circuit  which 
may  arise  from  a  \ariety  of  causes. 

One  of  the  characteristics  of  a  vaciuim  tube 
which  gives  it  such  value  as  an  amplifier  is 
that  its  control  can  be  effected  by  almost  a 
imre  potential  effect.  In  other  words,  when 
operating  under  i)roper  conditions  for  the 
amplification  of  audio  frequency  currents  the 
grid  current  and  therefore  the  energy  ab- 
sorbed is  exceedingly  small:  it  may  even  be 
considered  zero  for  most  cases. 

Still  another  way  of  expressing  this  fact  is 
to  sav  that  the  input  impedance  of  the  tube 
is  \'er\'  high,  several  megohms. 

In  the  design  of  audio  frequency  am]>lifiers. 
using  transformers  between  stages.  a<l\  antage 
is  taken  of  this  fact  and  the  available  energA" 


TUNGSTEN  FILAMICNT  ELECTRON  TUBES 


S45 


to  be  supplied  the  grid  of  each  tube  is  stepjjed 
up  by  a  high  turn  ratio  to  as  high  a  voltage  as 
possible.  Therefore  in  order  to  realize  the 
full  amplification  possible  it  is  necessary  to 
adjust  the  filament  and  grid  voltage  on  the 
tube  to  give  a  sufficiently  high  input  im])ed- 
ance,  and  to  avoid  any  leakage  resistance  path 
between  filament  and  grid  or  grid  and  plate 
in  the  circuit  or  at  the  temiinals.  A  leakage 
of  the  order  of  one  megohm  will  often  consid- 
erably reduce  amplification. 

In  the  use  of  a  tube  as  a  power  oscillator, 
there  are  a  number  of  jjoints  which  often 
cause  trouble. 

A  type  of  oscillating  circuit  commonly  used 
in  experimental  work  is  shown  in  Fig.  2  and 
some  of  these  points  will  be  taken  up  in  con- 
nection with  this  circuit.  If  a  direct-current 
ammeter  is  used  to  measure  the  input  energy 
to  the  tube,  it  should  be  placed  as  shown  at 
Ai,  that  is,  between  the  source  of  the  direct- 
current  voltage  and  the  by-pass  condenser 
Co.  If  placed  in  some  part  of  the  circuit 
carrying  a  considerable  component  of  high 
frequency  current  it  will  indicate  the  average 
value  instead  of  the  effective  value,  and  cal- 
culations of  input  energy  based  on  its  indica- 
tion will  be  low.  If  a  very  high  voltage  cir- 
cuit is  being  used  so  that  a  meter  in  the  high 
side  is  dangerous,  it  may  be  placed  in  the 
negative  high  voltage  lead,  providing  it  is 
])laced  on  the  generator  side  of  the  by-pass 
capacity  C2. 

It  is  advisable  to  use  fuses  or  a  circuit 
breaker  in  the  high  voltage  circuit.  They 
should  be  located  in  the  circuit  as  near  the 
generator  as  possible.  If  obtainable,  a  fuse 
rated  at  about  double  the  normal  plate  current 
should  be  used. 

In  a  capacity  coupled  type  of  circuit  (the 
type  shown  in  Fig  2)  the  lead  wires  from  the 
plate  and  grid  terminals  of  the  tube  should 
be  short  to  the  point  of  connection  to  C1L2  and 
CLi  res]3ectively.  If  these  wires  are  a  few 
feet  in  length,  the  tube  is  very  liable  to  oscil- 
late at  a  very  high  frequency  that  is  independ- 
ent of  the  constants  Ii,  L2,  and  C,  but  deter- 
mined by  the  inductance  of  the  lead  wires 
mentioned  and  the  capacity  between  the 
electrodes  inside  the  tube. 

If  for  certain  measurement  work,  it  is  quite 
necessary  to  keep  the  generated  frequency 
very  constant  even  though  the  voltage  supply 
varies  somewhat,  a  great  deal  can  be  accom- 
plished in  that  direction  by  using  a  very  high 
value  of  grid  leak  resistance  Ri.  This  steady- 
ing effect  is  due  to  the  fact  that  an  increasing 
supply  voltage  decreases  the  impedance  of  the 


tube  and  also  increases  the  output  which,  if 
Ri  is  high,  increases  the  negative  grid  voltage, 
which  in  turn  tends  to  lower  the  impedance 
again  towards  its  initial  value. 

With  a  decreasing  voltage  supply  the  re- 
verse effects  occur. 


+  A 


i  —        6  + 


Fig.  2.      Common  Form  of  Oscillating  Circuit 
for  Experimental  Work  with  Pliotrons 


In  capacity'  coujjled  circuits  in  general  the 
coupling  and  oscillating  circuit  capacity  C  is 
connected  across  the  terminals  of  the  plate 
direct-current  supply  through  the  inductances 
Li  and  Lo.  In  case  of  a  breakdown  of  con- 
denser C  this  direct-current  supply  would  be 
short  circuited.  It  is  therefore  advisable  to 
include  a  second  condenser  Ci  in  series  with 
C.  It  may  be  of  any  capacity,  large  compared 
withCi,  and  should  have  a  dielectric  strength 
sufficient  to  insulate  for  the  value  of  direct- 
ctirrent  plate  voltage  used. 

In  any  type  of  oscillating  circuit  employing 
a  high  power  tube  and  particularly  several 
in  parallel  the  ultra  high  frequency  oscillations 
mentioned  are  liable  to  occur.  One  good  way 
of  preventing  these  oscillations  is  to  insert  a 
very  small  inductance  (a  few  microhenries) 
in  the  grid  lead  of  one  or  more  tubes  as  close 
to  the  grid  terminal  as  possible. 

In  radio  telephony  the  type  of  circuit  most 
used  includes  a  modulator  tube,  the  function 
of  which  is  to  amplify  the  energy  from  the 
telephone  transmitter  and  thus  to  cause  an 
audio  frequency  variation  of  voltage  in  the 


S4G     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  10 


plate  circuit  of  the  oscillator  tube.  Therefore 
the  plate  voltage.s  and  currents  in  the  oscilla- 
tor tube  at  certain  parts  of  their  cycle  reach  a 
peak  value  about  double  the  peak  value  they 
reach  in  an  oscillator  circuit  alone.  Thus  for 
satisfactory  operation,  the  oscillator  tube  in 
such  a  circuit  must  have  approximately  double 
the  emission  necessary  for  a  simple  oscillator 
tube.  Under  these  conditions  the  tube  is  also 
delivering  double  the  energy  output. 

Power  Supply 

In  the  use  of  direct-current  generators  to 
supplv  plate  potential  to  pliotron  tubes 
operated  as  power  oscillators  there  are  several 
factors  which  are  of  importance. 

The  plate  current  in  a  three-element 
vacuum  tube  is  controlled  by  the  grid  voltage. 
The  plate  current  can  be  instantly  brought  to 
zero  by  a  sufficiently  negative  grid  voltage. 
For  this  reason  the  plate  current  may  be 
brotight  to  zero  far  more  quickly  than  is  pos- 
sible by  opening  a  switch  of  some  sort. 

This  very  sudden  cessation  of  current 
causes  high  voltages  to  be  built  up  across  any 
inductances  in  circuit  including  the  generator 
arm.ature  windings. 

On  voltages  above  .500  and  power  outputs 
above  .50  watts,  some  sort  of  protective  device 
to  safely  limit  and  discharge  this  voltage 
should  be  used.     For  this  service  aluminum 


cell  lightning  arresters  are  very  suitable. 
They  should  be  connected  across  the  genera- 
tor terminals. 

Generators  should  not  be  over  compounded 
to  any  great  extent,  because  a  breakdown  in 
the  tube  or  circuit  will  often  cause  a  current 
heavier  than  normal  to  pass,  which  will  tend 
to  greatly  overheat  the  anode.  Over  com- 
pounding will  aggravate  this  effect. 

For  radio  telegraphy,  using  beat  reception, 
speed  regulation  of  the  driving  engine  or 
motor  from  no  load  to  full  load  is  of  more  im- 
portance than  voltage  regulation  of  the  gen- 
erator. This  is  so  because  in  the  generator 
the  voltage  decrease  with  load  is  due  to  arma- 
ture drop,  and  this  occurs  instantly  and  so 
does  not  afTect  the  tone  of  the  received  note. 
The  drop  in  generator  voltage,  due  to  speed 
drop,  takes  place  more  slowly,  however,  and 
is  appreciable  in  var\'ing  the  tone  of  the  re- 
ceived signal  during  a  telegraphic  dash.  This 
effect  is  increased  in  small  machines  and  at 
short  wave  lengths. 

In  radio  telephony  the  commutator  ripple 
in  the  generator  may  introduce  a  voltage 
variation  which  interferes  with  the  clear  re- 
ception of  speech.  This  difhculty  can,  of 
course,  be  overcome  by  a  "smoothing  out" 
combination  of  inductance  and  capacity 
which,  however,  becomes  large  and  expensive 
when  the  ripple  voltage  is  high. 


Birdscyc  View  of  the  U.  S    Naval  Radio  Station.  Sitka.  Alaska 


.S47 


The  Production  and  Measurement  of  High  Vacua 

PART  V.     MANOMETERS  FOR  LOW  GAS  PRESSURES   ( Continued  i 

By  Dr.  Saul  Dushman 
Research  Laboratory,  General  Electric  Company 

The  present  installment  of  this  series  is  a  continuation  of  Part  IV  and  deals  with  the  Knudsen,  Pirani- 
Hale,  and  ionization  gauges.  The  next  installment  will  treat  of  physical-chemical  methods  of  producing 
liigh-vacua  and  will  appear  in  our  January,  1921,  issue. — Editor. 


RADIOMETER   GAUGES 
Crookes'  Radiometer 

One  of  the  first  instruments  to  be  used  for 
detecting  low  gas  pressures  was  the  radio- 
meter devised  by  Sir  William  Crookes  in 
l.S7;5.  The  instrument,  which  is  described 
in  all  text-books,  consists  of  a  glass  bulb  in 
which  a  small  vane  or  fly  is  mounted  on  a 
vertical  axis.  The  vane  has  four  anns  of 
aluminum  wire  on  which  are  attached  four 
small  plates  of  thin  mica,  coated  on  one  side 
with  lamp  black.  These  plates  are  set  so 
that  their  planes  are  parallel  to  the  axis. 
If  a  source  of  light  or  heat  is  brought  near 
the  bulb,  and  the  rarefaction  is  just  right, 
the  fly  rotates,  but  at  very  low  pressures  the 
rotation  practically  ceases. 

The  theory  of  the  device  was  apparently 
not  very  well  understood  for  a  long  time,  and 
attempts  to  use  it  as  a  gauge  for  low  pres- 
sures yielded  very  unsatisfactory  results. 
Dewar  has  stated  the  case  for  this  instru- 
ment as  follows: 

"The  radiometer  may  be  used  as  an  ef- 
ficient instrument  of  research  for  the  detec- 
tion of  small  gas  pressures.  For  quanti- 
tative measurements  the  torsion  balance  or 
bifilar  suspension  must  be  employed."' 

Some  years  ago  W.  E.  Ruder,  of  this  lab- 
oratory, developed  a  method  of  using  the 
radiometer  for  the  measurement  of  the  re- 
sidual gas  pressure  in  incandescent  lamps. 
The  following  account  was  prepared  by  him 
at  the  request  of  the  writer: 

"It  was  found  that  when  exhausted  to  the 
degree  required  in  an  incandescent  lamp  the 
radiometer  could  not  be  made  to  revolve, 
even  in  the  brightest  sunlight.  In  order  to 
get  a  measure  of  the  vacuum,  the  radiometer 
vanes  were  revolved  rapidly  by  shaking  the 
lamp  and  the  time  required  to  come  to  a  com- 
plete stop  was  therefore  a  measure  of  the 
resistance  offered  to  the  vanes  by  the  gas, 
together  with  the  frictional  resistance  of  the 
bearings.      The    latter    quantity    was    found 

1   Proc.  Royal  Soc,  A,  79.  ,529  (1907). 

-  Two  recent  papers  bv  G.  D.  West  (Phys.  Soc.  London.  3S. 
166  and  222.  1920)  deal  rather  fully  with  the  theory  of  the 
radiometer,  especially  at  medium  pressures,  and  also  with  the 
forces  acting  on  heated  meta   foil  surfaces  at  low  pressures. 

'  Ann.  Phys..  3J.  809  (1910). 


to  be  SO  small  in  most  cases  that  a  direct 
comparison  of  the  rates  of  decay  of  speed  of 
the  vanes  gave  a  satisfactory  measure  of  the 
degree  of  evacuation.  In  this  manner  a  com- 
plete set  of  curves  was  obtained  which  showed 
the  change  in  vacuum  in  an  incandescent 
lamp  during  its  whole  life  and  under  a  variety 
of  conditions  of  exhaust.  The  chief  objec- 
tions to  this  method  of  measuring  vacua 
were  the  difficulty  in  calibrating  the  radio- 
meter and  the  difference  in  frictional  resist- 
ance offered  by  different  radiometers.  For 
comparative  results,  however,  the  method  was 
entirely  satisfactory." 

As  a  result  of  his  investigations  of  the  laws 
of  heat  transfer  in  gases  at  low  pressures, 
Knudsen  arrived  at  a  clear  explanation  of  the 
radiometer  action  and  furthermore  developed, 
along  the  same  lines,  an  accurate  gauge  for  the 
measurement  of  extremely  low  pressures. 

According  to  Knudsen,  there  is  a  mechan- 
ical force  exerted  between  two  surfaces  main- 
tained at  different  temperatures  in  a  gas  at 
low  pressure.  This  is  due  to  the  fact  that 
the  molecules  striking  the  hotter  surface  re- 
bound with  a  higher  average  kinetic  energy 
than  those  that  strike  the  colder  surface. 
In  the  case  of  the  radiometer  the  blackened 
surfaces  absorb  heat  from  the  source  of  light 
and  the  molecules  rebounding  from  the  vanes 
are  therefore  at  a  higher  temperature  than 
those  striking  the  walls  of  the  bulb.  Conse- 
quently a  momentum  is  imparted  to  the  vanes 
which  tends  to  make  them  rotate.- 

Knudsen  Gauge 

The  principle  of  the  gauge  constructed  by 
Knudsen^  may  be  explained  by  referring  to 
Fig.  42.  Let  us  consider  two  parallel  strips 
.4  and  B  placed  at  a  distance  apart  which  is 
less  than  the  mean  free  path  of  the  mole- 
cules. Let  A  be  at  the  same  temperature 
T  as  the  residual  gas,  while  B  is  maintained 
at  a  higher  temperature  Ti.  On  the  side  away 
from  B,  A  will  be  bombarded  by  molecules 
having  a  mean  velocity  G,  corresponding  to 
the  temperature  T,  as  given  by  the  equation 

j:fRf 


Si8     October,  U)2(l 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  10 


These  molecules  will  of  course  rebound  from 
A  with  the  same  velocity.  However,  on  the 
side  towards  B,  A  will  be  bombarded  by 
molecules  coming  from  B,  and  having  a 
higher  velocity  (7i  corresponding  to  the  tem- 
perature   Ti.     Consequently   .4    will    receive 


1 

1             t 
!           / 

1      1 

-1 

1            1 

M 

A 

1 

Fig.  42.      Elementary  Diagram  of  Knudsen  Gauge 

momentum  at  a  greater  rate  on  the  side 
towards  J5,  than  on  the  opposite  side,  and  will 
therefore  be  repelled  from  B. 

From  theoretical  considerations  Knudsen 
has  shown  that  the  force  of  repulsion  K  per 
sq.  cm.  of  the  two  parallel  surfaces,  when  the 
distance  between  them  is  less  than  the  mean 
free  path,  varies  with  the  pressure  and  the 
temperatures  7"  and  7i,  according  to  the 
equation 


.   p  It, 

=  2\t- 


(:j()a) 


For  small  differences  of  temperature,  and 
for  the  purpose  of  pressure  measurements, 
this  equation  may  be  written  in  the  form*; 

7" 
P  =  4  K  7p ;  -dynes  per  sq.  cm.     (.JOb) 

In  order  to  measure  this  force  of  repulsion, 
Knudsen  uses  the  arrangement  shown  dia- 
grammatically  in  Fig.  42.  The  strip  .4  is 
rejjlaced  by  a  rectangular  vane,  cut  out  in  the 
center  and  sus])ended  by  means  of  a  fibre  5. 
Two  strips  BB  which  can  be  heated  are  placed 
symmetrically  on  op|josite  sides  of  this  vane, 
and  the  force  of  repulsion  is  then  balanced 

*  A  simple  derivation  of  this  and  the  following  equation  has 
been  given  by  G.  W.  Todd.  Phil.  .Mag.  SS.  381  (1919). 


by  the  torsion  of  the  fibre.  By  means  of  the 
mirror  M.  the  deflection  can  then  be  measured 
in  the  same  manner  as  in  the  case  of  galva- 
nometers. 

For  this  arrangement,  equation  (3()bj  as- 
sumes the  form: 

„     4X-/Z)         T      ^  ._  .^ 

F  =  — 7-in  ■  -^ ^jrdvnespersq.cm.    (30c) 

r  At- a     1 1—  1     ' 

where 

7  =  moment  of  inertia  of  the  moving  vane, 
r  =  mean  radius  of  the  moving  vane, 
2.4  =  area  of  the  vane  .4  opposite  each  strip  5, 
/  =  period  of  vibration  of  the  vane, 
/?  =  scale  deflection,  and 
(f  =  scale  distance. 
Since  all  these  quantities  can  be  measured 
directly,   it  follows  that    the  device   can  be 
used  as  an  absolute  manometer,  without   the 
necessity    of    calibrating    against    any    other 
gauge.     It   is  also  evident   that  the  indica- 
tions of  this  gauge  must  be  independent  of 
the  gas  to  be  measured. 

In  his  first  paper  on  this  subject.  Knudsen 
mentions  several  different  forms  of  construc- 
tion which  may  be  used  in  making  a  gauge 
on  the  foregoing  principle,  but  gives  ven.-  few 
constructional  details.  One  form  which  looks 
very  simjjle  is  that  shown  in  Fig.  43. 


Fig.  *3.     One  Construction  of  the  Knudsen  Gauge 

.4.4  is  a  glass  tube  about  1.4  cm.  diameter 
in  which  is  sealed  a  narrow  tube  BB.  The 
latter  has  a  rectangular  piece  cut  out  at  (  . 
0.41  cm.  wide  by  2.!'.")  cm.  in  length.  A  ])ieoe 
of  mica  P  is  suspended  in  front  of  this  open- 
ing, bv  means  of  a  fibre  which  is  fastened  at 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


S49 


E.  The  tuljc  .4.4  can  be  heated  by  means  of 
an  external  water-jacket  FF.  As  the  tempera- 
ture of  the  water  in  the  latter  is  raised,  the 
mica  |)latc  is  repelled  by  the  "hot"  molecules 
traveling  through  the  opening  C,  and  the 
amount  of  deflection  can  be  obser\-ed  by 
means  of  a  microscope. 

Variations  of  this  construction  are  de- 
scribed by  Knudsen  in  a  later  paper^,  but  very 
few  details  are  given.  E.  V.  Angerer"  has  de- 
scribed a  Knudsen  manometer  which  consists 
of  a  silvered  mica  vane  between  two  electri- 
cally heated  platinum  strips,  arranged  as 
shown  in  Fig.  42.  He  states  that  pressures 
as  low  as  SXKI^'  mm.  of  mercury  could  be 
measured  with  it. 

The  same  type  of  design  has  also  been  used 
by  J .  W.  Woodrow"  on  the  one  hand,  and  by  J . 
E.  Shrader  and  R.  G.  Sherwood**  on  the  other. 


Fig.  44.      Woodrow's  Modification  of  the  Knudsen  Gauge 
Woodrow's  Modification  of  Knudsen  Gauge 

The  following  description  of  Woodrow 's 
form  of  Knudsen  gauge  is  quoted  from  the 
original  publication: 

"Several  different  gauges  were  constructed 
varying   in    sensitivity  so   as   to  be   used  at 


different  pressures.  A  typical  gauge  is  shown 
in  Figs.  44  and  45  and  the  electrical  circuits 
are  given  in  Fig.  4(i.  The  glass  rods  (^G  scr\'cd 
as  supports  for  the  metallic  parts  of  the  gauge. 
All  the  internal  electrical  connections  and 
adjustments,  with  the  cxccjjtion  of  the  final 


Fig.  45. 


Cross-sectional  View  Through  the  Middle 
of  the  Gauge  Shown  in  Fig.  44 


^  Ann.  Phvs. 
*  Ann.  Phvs. 
'  Phvs.  Rev. 
'  Phvs.  Rev. 


ii.  525  (1914). 
41.  1  (1913). 
4.  491  (1914). 
12.  70  (1918). 


leveling,  were  made  before  the  outer  glass 
walls  00  were  sealed  on  at  55.  The  suspen- 
sion ir  was  a  phosphor-bronze  ribbon  50  mm. 
in  length  which  had  been  obtained  from 
W.  G.  Pye  &  Co.  and  was  listed  by  them  as 
No.  0000.  The  movable  vane  \'\'  consisted 
of  a  rectangular  frame  of  aluminum  0.07(1 
mm.  in  thickness,  the  dimensions  of  the  outer 
rectangle  being  30  by  30  mm.  and  the  inner 
2(i  by  30  mm.  The  heating  plates  PP  were 
platinum  strips  4  mm.  wide,  40  mm.  long 
and  0.025  mm.  thick.  The  deflections  of 
the  movable  vane  were  obtained  in  the  usual 
way  by  the  reflection  of  a  beam  of  light  from 
the  mirror  M.  Fig.  45  is  a  cross-sectional 
view  through  the  middle  of  Fig.  44. 

"All  of  the  platinum  connections  were 
made  by  electric  welding,  as  that  was  found 
much  more  satisfactory  than  the  use  of  any 
kind  of  solder,  especially  when  heated.  After 
a  little  practice,  it  was  possible  to  weld  the  thin 
platinum  heating  vanes  to  the  heavy  platinum 
wire  so  as  to  make  a  perfectly  continuous 
contact  throughout  its  width.  The  phosphor- 
bronze  suspension  was  connected  at  both 
ends  by  threading  through  three  small  holes 
drilled  into  the  flattened  extremities  of  the 
platinum  and  aluminum  wires  respectively. 
The  small  loops  DD  were  so  placed  that  they 
supported  the  movable  vane  V  except  when 
the  gauge  was  leveled  for  taking  readings. 
This  made  the  gauge  readily  portable  and, 
by  placing  in  the  inverted  position  when  con- 
nected to  the  molecular  pum]3,  the  danger  of 
the  breaking  of  the  suspension  by  vibration  was 
eliminated.  One  gauge  of  medium  sensitivity 
was  constructed  so  as  to  be  sufficiently  steady 
to  be  used  when  connected  directly  to  themolec- 
vilar  pump.  Large  glass  tubing  was  employed 
in  all  the  connecting  portions  of  the  apparatus. 

"A  small  electromagnet,  .shown  at  E  in 
Fig  44,  was  employed  in  bringing  the  moving 


S50     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11) 


vane  to  rest.  This  was  found  to  be  quite 
necessary  in  working  with  the  most  sensitive 
gauges,  since  in  a  ver;/  good  vacuum  the 
damping  is  so  small  that  the  vane  will  not 
settle  down  sufficiently  for  the  taking  of 
readings  for  some  time  after  an   accidental 


MM/n-(A>-i' 

P  B 


Fig.  46.      Electrical  Connections  of  the  Gauge 
Shown  in  Fig.  44 

disturbance  has  set  it  vibrating.  It  should 
be  noted  that  the  electromagnet  must  have 
cither  an  air  core  or  one  of  good,  soft  Norway 
iron,  for  otherwise  the  residual  magnetism 
will  produce  a  false  zero  if  the  aluminum  vane 
is  at  all  magnetic,  as  was  the  case  with  the 
samples  of  metal  investigated  in  this  lab- 
oratory. Under  these  conditions  it  is  obvious 
that  the  electromagnet  should  be  used  only 
for  damping  and  that  the  exciting  current 
should  be  shut  off  while  making  observations. 
"Several  methods  were  tried  for  determin- 
ing the  temperature  of  the  healing  strips  and 
that  shown  in  diagram  in  Fig.  4()  was  finally 
settled  upon  as  giving  the  most  satisfactory 
results.  The  potentiometer  leads  TT  were 
connected  by  electric  welding  to  the  very 
extremities  of  the  platinum  heating  vanes 
PP.  The  heating  current  was  regulated  by 
the  \ariablc  resistance  p  and  its  value  was 
read  on  the  ammeter  .4.  The  resistance  ^2 
was  kept  constant  at  1(1, ()()()  ohms  and  ri 
varied  to  obtain  a  balance  of  the  sensitive 
galvanometer  G'.  The  potentiometer  bat- 
tery C  consisted  of  a  carefully  calibrated 
Weston  Standard  Cell.  This  arrangement 
gave  an  accurate  method  of  measuring  the 
resistance  of  the  ])latinum  strips  PP,  plus  the 
heavy  platinum  wire  ab.  the  total  cold  re- 
sistance being  0.17  ohm.  This  cold  resist- 
ance was  dctennincd  by  i)lott;ng  the  cur\'e 
connecting  resistance  and  heating  current 
under  a  constant  low  pressure  and  extrapo- 
lating backward  to  the  intersection  with  the 
axis  of  resistance.     If  the  resistance  is  meas- 


ured for  small  currents,  the  value  at  zero 
current,  that  is  the  cold  resistance,  can  be 
determined  ver\'  accurately.  The  tempera- 
ture coefficient  of  resistance  of  the  platinum, 
which  contained  a  small  amount  of  iridium, 
was  carefully  determined  and  was  found  to 
give  a  linear  relation  within  the  range  of 
temperatures  employed.  The  value  of  the 
coefficient  was  2.35X10"^  ohms  per  deg.  C. 
With  this  system  one  can  determine  the 
mean  temperature  of  the  heating  strips  with 
sufficient  accuracy,  the  error  for  temperature 
difference  of  about  '■>()  deg.  C.  being  less  than 
four  per  cent. " 

Woodrow  also  observes  that  in  order  to 
avoid  electrical  effects  it  was  necessarv'  to 
silver-coat  the  outside  of  the  glass  walls  which 
were  then  grounded.  Similarly  the  moving 
system  was  connected  through  the  suspen- 
sion to  that  terminal  of  the  heating  strips 
which    was    grounded. 

"With  the  gauge  whose  dimensions  are 
given  above,  the  period  of  a  complete  oscil- 
lation was  10  sec,  and  the  calculated  moment 
of  inertia  of  the  moving  vane  was  0.074 
gm.  cm.-    This  gives  for  the  pressure. 


P  =  2.9X10-= 


T,-T 


d  (bars) 


T 


=  2.2X  10"" .J-      ..-d  (mm.  of  mercurv) 

where  d  is  the  deflection  in  mm.  on  a  scale  at 
a  distance  of  one  meter  from  the  mirror." 
Thus  with  a  temperature  difference  of  100 
deg.  C,  the  gauge  could  be  used  to  read 
pressures  as  low  as  .JX  10-*  mm.  of  mercur>-. 

Shrader  and  Sherwood's  Modification  of  Knudscn 
Gauge 

The  construction  used  by  Shrader  and 
Sherwood  differs  in  a  few  details  from  that 
used  by  Woodrow.  In  view  of  the  importance 
of  the  Knudscn  gauge  for  low  pressure  meas- 
urements, the  description  of  this  modification 
is  worth  quoting: 

"The  gauge  is  shown  in  Fig,  47.  It  is  en- 
closed in  a  hard  glass  tube  two  inches  in 
diameter  and  nine  inches  long.  The  heating 
strip  aa  is  of  platinum.  O.OIS  mm.  thick 
and  7..">  mm.  wide  with  a  total  length  of  IS 
cm.  It  is  folded  at  the  top  forming  a  cross 
piece  and  two  parallel  sides.  The  ends  arc 
brazed  to  20  mil  tungsten  leading-in  wires 
at  the  bottom.  Fifteen  mil  tungsten  wires 
b  sealed  into  the  glass-rod  support  serve  as 
a  s|)ring  supi)ort  for  the  platinum  strip.  This 
allows  accurate  adjustment  of  the  strip  and 
sufficient  tension  is  secured  to  keep  the  striji 
taut    during    heating.      One    of    tliese   wires 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


S.5I 


is  carried  up  the  glass-rod  support,  sealed 
into  it  at  f,  leaving  a  free  end  d  to  serve  for 
electrical  connection  of  the  moving  vane  to 
the  heating  strip.  Connection  is  made  by 
the  wire  pressing  under  tension  against  the 
tungsten  wire  e  to  which  the  suspension  of 


Fig.  47.      Shrader  and  Sherwood's  Modification 
of  the  Knudsen  Gauge 

the  vane  is  fastened.  Potential  leads  of  fine 
platinum  wires^are  welded  to  the  strip  about 
one  centimeter  from  the  ends  and  are  brazed 
to  tungsten  sealing-in  wires. 

"The  movable  rectangular  vane  g  is  made 
of  aluminum  (i.(il)7(i  cm.  thick.  A  standard  size 
adopted  is  o.2  cm.  by  4  cm. outside  dimensions, 
the  width  of  the  vane  being  O.o  cm.  Because 
of  liability  of  warping  during  heat  treatment 
the  vane  is  stiffened  by  an  aluminum  wire 
passing  through  slits  at  the  top  and  a  hole 
at  the  bottom  into  which  the  wire  is  hooked 
and  fastened  firmly.  For  portability,  two 
copper  wires  /;  are  sealed  into  the  glass-rod 
support  while  the  free  end  formed  loops 
around  the  rod,  these  forming  guides  for  the 
vane.  The  mirror  is  fastened  at  the  bottom 
of  the  vane  by  leaving  a  small  projection  of 

'  L.  F.  Richardson  (Phys.  Soc.  London,  SI,  270,  1919)  has 
described  a  form  of  Knudsen  gauge  in  which  he  balances  the 
force  of  repulsion  by  means  of  a  magnetic  field.  The  instrument 
seems,  however,  quite  complicated  in  construction. 

A  commercial  form  of  Knudsen  gauge  brought  out  recently 
in  Germany  bv  H.  Rieger  is  described  briefly  in  Engineering, 
July  .30.  1920. 


<.he  aluminum  at  the  lower  edge  and  cutting 
out  small  tongues  from  the  material  of  the 
vane  on  either  side.  The  mirror  is  laid  in 
])lace  and  the  projection  and  the  two  tongues 
are  pressed  closely  over  it,  holding  it  securely. 

"Silver  mirrors  were  tried,  but  failed  to 
withstand  the  heat  treatment  to  which  the 
gauge  and  system  were  subjected.  Mirrors 
made  by  coating  microscope  cover  glass  with 
china  decorators'  platinuin  solution,  followed 
by  baking  at  500  deg.,  solved  this  difficulty. 

"The  distance  between  the  heating  strip 
and  the  vane  is  adjusted  from  outside  the 
case  by  magnetic  control  on  a  piece  of  soft 
iron  i  sealed  into  a  glass  stem  to  which  the 
suspension    is    fastened. 

"The  suspension  is  O.OOO.Viiich  tungsten 
wire.  This  is  fastened  to  small  aluminum 
hooks  around  which  the  wire  is  wrapped 
several  times  after  which  the  hooks  are 
pressed  firmly  together.  This  method  is  not 
difficult  and  holds  the  wire  securely.  A  hook 
on  the  end  of  a  tungsten  wire  sealed  into  a 
glass  stem,  the  free  end  passing  through  a 
capillary  rod  /  on  the  glass  support,  serves 
to  hold  the  suspension. 

"A  gauge  such  as  has  been  described,  using 
a  0.0005-inch  tungsten  susj^cnsion  from  (i  to  7 
cm.  long,  has  such  a  sensibility  that  a  scale 
deflection  of  1  mm.  at  a  meter's  distance  with 
a  temperature  difference  of  150  deg.  C.  be- 
tween the  heating  strip  and  Ithe  movable 
vane  indicates  pressures  of  1  X  10"'  to  5X  10~* 
mm.  Hg.  One  gauge  of  other  dimensions  than 
those  given  above  would  indicate  a  pressure  of 
5X  10"'  mm.  Hg.  under  the  same  conditions." 

The  temperature  of  the  heated  strips  is 
measured  by  substantiallv  the  same  electri- 
cal method  as  that  vised  by  Woodrow.' 

RESISTANCE   MANOMETERS 

At  ordinary  pressures  the  heat  conduc- 
tivity of  gases,  like  the  coefficient  of  vis- 
cosity, is  independent  of  the  pressure.  How- 
ever, as  the  pressure  is  decreased,  a  point  is 
reached  at  which  the  heat  conductivity  be- 
gins to  decrease  with  the  pressure  in  a  manner 
which  is  Quite  analogous  to  the  phenomena 
obseni'cd  in  the  case  of  viscosity  ineasure- 
ments.  Kundt  and  Warburg  pointed  out, 
as  a  "result  of  their  experiments  on  the  coef- 
ficient of  slip,  that  a  similar  phenomenon  was 
to  be  expected  in  the  case  of  heat  conductance 
at  low  pressures.  Subseoucnt  ex]jeriments  by 
Sutherland,  Smoluchowski  and  Knudsen  have 
shown  that  such  is  actually  the  ease. 

These  experiments  have  led  to  interesting 
speculations    upon    the    mechanism    of    the 


852     October,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol  XXIII.  No.  10 


heat  transfer  in  gases  between  surfaces  which 
are  separated  by  a  distance  which  is  com- 
parable with  or  less  than  the  mean  free  path 
of  the  molecules,  and  the  more  detailed  dis- 
cussion of  this  subject  will  be  taken  up  in 
a  subsequent  connection. 


Fig.  48.      Hale's  Improved  Form 
of  Pirani  Gauge 

The  im]Jortant  exi)erimcntal  fact  from 
the  present  ]3oint  of  view  is  that  at  very  low 
pressure  the  heat  conductivity  of  gases  de- 
pends upon  the  pressure.  Warburg,  Lcit- 
hauser,  and  Johansen'"  applied  this  fact  to 
the  construction  of  a  gauge  by  measuring 
the  change  in  resistance  of  a  small  bolometer 
strip;  while  \'ocge"  used  a  small  thermocouple 
attached  to  a  wire  healed  by  a  constant 
alternating  current.  The  temperature  of 
the  wire  as  observed  by  means  of  the  ther- 
mocouple was  found  to  be  a  function  of  the 
pressure.  Quite  recently,  W.  Rohn'-  has 
developed  a  gauge  on  the  same  ])rinciple. 

Pirani-Hale  Gauge 

Piranf  pointed  out  that  in  order  to  con- 
struct a  gavige  based  on  the  relation  between 
the  heat  conducted  from  a  wire  and  the  pres- 
sure, three  different  schemes  could  be  used. 

1.  The  voltage  on  the  wire  is  maintained 
constatit,  and  the  change  in  current  is  ob- 
ser\'ed  as  a  function  of  the  pressure. 

2.  The  resistance  (and  consequently  the 
temperature)  of  the  wire  is  maintained  con- 
stant, and  the  energy  input  ret|uired  for  this 
is  observed  as  a  function  of  the  i)ressure. 


;i.  The  current  is  maintained  constant, 
and  the  change  in  voltage  drop  obsen-cd  as 
a  function  of  the  pressure. 

The  first  scheme  was  tried  using  an  ordi- 
nary 110-volt  tantalum-lamp.  Better  results 
were,  however,  obtained  when  the  tantalum 
wire  was  clamped  lightly  to  the  anchor  wires 
in  order  to  keep  constant  the  heat  loss  through 
the  supports.  With  the  improved  instrument 
the  two  other  methods  were  tried,  using  a 
Wheatstone  bridge  arrangement  to  measure 
the  resistance  of  the  wire,  and  the  third  one 
finally  recommended  as  the  most  sensitive 
for  use  in  pressure  measurements. 

While  the  principle  of  Pirani  "s  gauge  is 
thus  extremely  simple,  the  sensitiveness  actu- 
ally obtained  by  him  was  not  very  great,  the 
lower  limit  of  accuracy  being  around  0.1  bar. 

An  improved  form  of  this  gauge  was  con- 
structed by  Hale.'-''  which  is  shown  diagram- 
matically  in  Fig.  4S.  The  following  descrip- 
tion is  quoted  from  Hale's  paper: 

"A  piece  of  pure  platinum  wire.  0.02.S  mm. 
in  diameter  and  4.)0  mm.  long,  is  mounted 
upon  a  glass  stem  carrying  two  radial  glass 
supports  near  the  top  and  three  at  the  bot- 
tom. The  wire  is  anchored  to  these  radial 
supports  by  means  of  short  pieces  of  platinum 
wire  ().0.')2  mm.  in  diameter.  The  anchor  is 
fused  into  the  radial  supports  at  one  end. 
and  the  other  end  is  made  fast  to  the  man- 
ometer wire  either  by  an  arc  weld  or  by  a 
tiny  glass  bead.  The  leading-in  wires  at  /-. 
to  which  the  ends  of  the  manometer  wire  are 


'"  Ann.  d.  Phvs.  li,  2,j  (1907). 

"   Phys.  Zeits'.   T,  498  (1908). 

'=  Zcit.s.  f,  Elcktrochem.  iO.  J39  (1914). 

"  Trans.  Am.  Electrochem.  Soc.  iO.  243  (1911). 


Fig.  49.     A  Diagram  of  the  Electrical  Connections  of  the  Gauce 
Shown  in  Fig.  48 

welded,  are  of  platinum.  0..'51  mm.  in  diam- 
eter. All  of  the  ])laliinim  wire  employed 
in  making  the  manometer  was  drawn  from 
the  same  lot  of  larger  wire  and  was  assvimed 
to  be  of  uniform  inirity.  The  tem|)eraturo 
coefficient  of  the  manometer  wire  was  found 


THE  PRODUCTION  AXD  MEASUREMENT  OF  HIGH  VACUA 


.s:)3 


to  be  (l.()(io7ii  per  cent  per  degree.  The 
platinum  leading-in  wires  are  joined  to  heavy 
copper  leads  (1.1  mm.  diameter)  by  welded 
joints,  and  these  joints  are  fused  into  the 
stem  as  in  electric  lamps.  The  stem  is  sealed 
into  a  tubular  bulb  3.2  cm.  in  diameter  and 
1 1 .4  cm.  long.  This  size  of  bulb  is  easily 
obtained,  since  it  is  the  size  regularly  used 
for  .ol)-watt  tubular  lamps,  such  as  are  com- 
monly employed  for  galvanometer  illumina- 
tion. At  S  is  a  tube  by  which  the  manometer 
is  connected  with  the  system  whose  pressure 
is  being  studied.  The  upper  end  of  the  stem 
T  is  considerably  elongated  to  permit  the 
complete  immersion  of  the  manometer  in  a 
constant  temperature  bath,  whose  tempera- 
ture was  approximately  zero  deg.  C.  This 
stem    tube   is   made   of   sufficient    length    to 


resistance  of  92."). (i  ohms,  and  R-^  a  decade 
plug  box  containing  1(),()U()  ohms.  The 
strength  of  the  current,  as  indicated  by  the 
milliammeter  Am.  was  maintained  constant 
at  U. 25X10"^  amp.  by  means  of  the  battery 
and  resistance  Ra-  This  current  was  suf- 
ficient to  raise  the  temperature  of  the  wire 
in  the  manometer  and  compensator  to  about 
12.>  deg.  at  the  lowest  pressures. 

In  calibrating  the  gauge  against  a  McLeod 
gauge  care  had  to  be  taken  to  keep  mercury- 
vapor  out  by  means  of  a  liquid-air  trap  in- 
serted between  the  manometer  and  the  re- 
mainder of  the  system.  Fig.  50  shows  cali- 
bration cur\'es  obtained  with  air  and  hydro- 
gen at  different  pressures. 

The  difference  is  due  to  the  higher  con- 
ductivitv  of  hvdrogen,  so  that  the  indications 


Fig.  50       Calibration  Curves  of  the  Gauge  Shown  in  Fig.  48 


leave  lo  cm.  of  it  above  the  level  of  the  bath, 
a  provision  which  we  found  to  be  necessan.- 
in  order  to  avoid  the  condensation  of  atmos- 
pheric moisture  upon  the  top  of  the  tube  and 
the  leading-in  wires  during  humid  weather. 
For  electrical  insulation  this  tube  is  packed 
with  purified  dr\-  asbestos  wool." 

A  diagram  of  the  electrical  connections  is 
shown  in  Fig.  49.  A  Wheatstone  bridge  ar- 
rangement was  used  for  measuring  the  re- 
sistance changes;  and  in  order  to  increase 
the  sensitivity  of  the  gauge,  an  exact  dupli- 
cate was  exhausted  as  carefully  as  possible 
to  an  extremely  low  pressure,  sealed  off.  and 
inserted  in  one  arm  of  the  bridge  as  a  com- 
pensator. Both  the  compensator  and  man- 
ometer were  kept  immersed  in  the  constant 
temperature  bath.     Ri  was  a  manganin  wire 


"  Proc.  Physico-Mathem.  Soc.  Japan.  .3rd.  Ser.,  /,  1.52  (19191. 


of  the  manometer  are  dependent  to  a  certain 
extent  upon  the  nature  of  the  gas  used.  Hale's 
measurements  show  that  the  lower  limit  of 
sensitivity  for  a  gauge  of  this  construction 
is  about  0.00001  mm.  (i.e.  0.0133  bar). 

Recently  some  further  measurements  with 
a  Hale  gauge  have  been  carried  out  by  Misa- 
michi  So.''' 

The  construction  of  gauge  used  by  him 
difters  in  a  few  slight  details  from  that  of 
Hale.  It  was  found  that  the  -sensitivity  of 
the  gauge  is  higher,  the  lower  the  tempera- 
ture of  the  surrounding  bath.  At  zero  deg. 
C  and  using  a  heating  current  of  0.03  amp. 
for  a  platinum  wire  0.076  mm.  in  diameter, 

the  sensitivitv  as  measured  bv  -j—  .  —  was  ob- 

"  dp     R 

sen-ed    to   be    1.3SX10"''    per    1 X  Ur^   mm. 

of  mercun,'.     Furthermore,  varving  the  heat- 


S.54     October,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  It) 


ing    current    from    0.03    to   0.0.3    amp.    was 
found  to  produce  no  change  in  sensitivity. 

A  hot-wire  manometer  based  on  the  same 
principle  has  also  been  described  by  T. 
Tschudv.'^ 


rj/Li/   /)rTn£r£fi 


GAt  vMf^o^srir^ 


Fig.  51.     Ionization  Gauge  and  Connections 

IONIZATION   GAUGES 

An  electron  stream  passing  through  a  gas 
will  ionize  the  latter  when  the  velocity  of  the 
electrons  exceeds  a  certain  minimum  value. 
In  this  process,  an  electron  is  knocked  out 
of  the  neutral  atom  by  the  incident  elec- 
tron, with  the  result  that  the  residual  por- 
tion of  the  atom  is  positively  charged.  The 
relation  between  the  velocity  u  of  the  elec- 
trons and  the  voltage  V  required  to  produce 
this  velocity  is  given  by  the  equation : 

1^  niu"=  IV 
where 

e  =  charge  on  electron 
>H  =  mass  of  electron. 
.So  that  corresponding  to  the  ionizing  velocity 
there  exists  for  every  gas  a  minimum  ionizing 
potential.    These  range  from  one  or  two  volts 
for  the  alkali  metals  to  "2.")  volts  for  helium 

The  amount  of  ionization  produced  by  a 
given  electron  current  increases  with  the  pres- 
sure and  while  this  fact  has  been  used  as  a 
qualitative  guide  for  the  detection  of  low 
gas  pressures,  it  is  only  recently  that  attempts 

"  E  ekt.  Zeits.  S9.  235  (1918);    Electrical  World.  73.   137 

(1919). 

■•  Proc.   Nat.  Acad.  Sciences.  S.  683  (1916). 

''  A  brief  account  of  these  experiments  was  published  in 
Phys.  Rev.  The  complete  paper  on  the  subject  will  appear  very 
shortly  in  the  same  journal. 

"  See  Part  II  of  this  series  of  articles. 


have  been  made  to  apply  this  principle  to  the 
construction  of  an  actual  measuring  device. 

0.  E.  Buckley""  has  published  a  short  paper 
on  the  results  obtained  with  a  manometer 
of  this  type  in  which  no  details  are  given  as 
to  the  actual  construction.  The  gauge  con- 
sists of  three  electrodes  which  are  used  as 
cathode  (source  of  electrons  i,  anode,  and 
collector  of  positive  ions  respectively.  As 
source  of  electrons  a  Wehnelt  cathode  or  in- 
candescent tungsten  filament  is  used.  The 
collector  electrode  is  placed  between  the  anode 
and  cathode,  and  connected  through  a  gal- 
vanometer to  the  negative  terminal  of  a  bat- 
tery whose  positive  terminal  is  connected  to 
the  most  negative  end  of  the  cathode.  The 
anode  potentials  used  range  from  lUU  to  250 
volts,  while  the  magnitude  of  the  electron  cur- 
rent is  varied  from  0.2  to  2.0  milliampcres. 
At  a  pressure  of  1.0"'  mm.  the  ionization  cur- 
rent was  observed  to  be  about  one-thousandth 
that  of  the  electron  current  and  proportion- 
ately less  at  lower  pressures;  so  that  with  an 
electron  current  of  2.0  milHamperes.  pressures 
below  10~^  mm.  could  be  measured  qui teeasily. 

According  to  Buckley  "the  exact  forms  of 
the  electrode  are  not  of  great  importance." 
However,  subsequent  experiments  by  Mr. 
Found  and  the  writer'^  showed  that  certain 
designs  are  much  better  than  others.  A  r^uge 
consisting  of  three  hair-pin  filaments  placed 
in  parallel  planes  shows  erratic  effects  at  low 
pressures  because  of  charges  on  the  walls. 
Of  the  many  types  of  constniction  tested. 
that  shown  in  Fig.  .">1  was  found  to  have  the 
best  characteristics  for  measuring  low  pres- 
sures. This  illustration  also  shows  the  method 
of  connecting  up  the  electrodes. 

The  gauge  consists  of  two  tungsten  fila- 
ments, each  wound  in  the  form  of  a  double 
spiral  and  mounted  co-axially  on  a  four- 
lead  stem  which  is  sealed  into  the  upper  end 
of  a  glass  tube  about  4  cm.  in  diameter  and 
12  cm.  long.  The  inner  si)iral  i.>  made  of 
.")  turns  of  0.12.')-mm.  tungsten  wire  wound  on 
a  2.2.">-mm.  mandrel.  The  outer  spiral  is 
made  of  three  turns  of  ().12."i-mm.  tungsten 
wire  wound  on  a  3.().">-mm.  mandrel.  Sur- 
rounding the  spirals  is  a  molybdenum  cylin- 
der about  1 2  mm.  in  diameter  and  1 2  mm.  long 
which  is  supported  on  a  two-lead  stem  at  the 
lower  end  of  the  tube. 

Before  using  the  gauge  for  any  measure- 
ments, it  is  of  course  absolutely  essential  that 
gases  occluded  in  all  metal  jiarts  and  water 
vapor  on  the  walls  should  he  thoroughly  elimi- 
nated. This  can  be  accomplished  in  the  man- 
ner alrcadv  described.'* 


THE  PRODUCTION  AND  MEASUREMENT  OF  HIGH  VACUA 


855 


The  best  conditions  for  the  operation  of 
the  gauge  were  found  to  be  as  follows: 

(a)  For  very  low  pressures  (belou.'  1  bar): 
250  volts  on  the  anode,  — 20  volts  on  the  col- 
lector cylinder,  and  a  maximum  electron 
current  of  20  milliamperes.  Under  these  con- 
ditions, 1X10""  amp.  positive  ionization  cur- 
rent corresponds  to  0.0132  bar  argon. 

(b)  For  higher  pressures  (1  to  30  bars): 
125  volts  on  the  anode,  — 20  volts  on  the 
collector  cylinder,  and  an  electron  current 
of  0.5  milliampcre.  In  this  case,  1X10"'' 
amp.  ionization  current  corresponds  to  0.5 
bar  argon  approximately. 

Fig.  52  shows  characteristic  cun.'es  at  dif- 
ferent electron  currents.  The  greater  the 
electron  current  used,  the  lower  the  upper 
limit  of  pressure  at  which  the  linear  relation 
is  still  valid. 

It  will  be  observed  from  these  curves  that 
at  constant  pressure  the  ionization  current 
is  not  quite  proportional  to  the  electron  cur- 
rent. For  measuring  a  considerable  range 
of  pressures  it  is  desirable  to  have  this  pro- 
portionality, since  it  is  then  possible  to  in- 
crease the  electron  current  as  the  pressure  is 
lowered  and  thus  increase  the  sensitivity  of 
the  gauge.  The  following  method  of  connec- 
tion has  been  found  to  give  a  linear  relation- 
ship between  ionization  and  electron  current 
and  may  therefore  be  used  instead  of  the 
arrangement  just  described.  The  inner  fila- 
ment is  used  as  collector,  the  outer  filament 
as  cathode  and  the  cylinder  as  anode.  With 
this  connection  the  ionization  current  is  prac- 
tically independent  of  the  anode  voltage  be- 
tween 125  and  250  volts.  The  sensitivity 
is  not  quite  as  good  as  with  the  first  method 
of  connection,  1  X  10"''  amp.  positive  ionization 
corresponding  to  about  0.032  bar  argon. 

An  interesting  result  which  was  found  on 
studying  the  behavior  of  the  gauge  with  dif- 
ferent gases  is  that  at  constant  pressure  and 
with  the  same  conditions  as  to  anode  voltage 
and  electron  current,  the  ionization  current 
increases  with  the  number  of  electrons  in  the 
molecule.  Thus  the  number  of  electrons  in 
an  argon  molecule  (or  atom)  is  18,  while  in  a 

^^  A  preliminary  account  of  this  investigation  has  been  pub- 
lished by  Mr.  Found  and  the  writer  in  Phys.  Rev.  The  more 
complete  discussion  will  appear  shortly  in  the  same  journal. 

■»  Phys.  Math.  Soc.  Jap.  Proc.  I.  p.  76  (1919). 


mercury  molecule  (which  is  also  monatomic) 
the  number  of  electrons  is  80.  The  ioniza- 
tion currents  at  constant  pressure  are  found 
to  be  in  approximately  this  ratio.  Experi- 
ments with  h  and  //2O  showed  that  the  ioni- 
zation currents  in  these  cases,  as  compared 


Fig. 


e7.£     a3      o^     f^S     '^6     07     cff     0.3     Ao     /  /     ^B 
52.      Characteristic  Curves  of  the  Ionization  Gauge 


with  that  for  argon  at  the  same  pressure  (and 
same  electron  current)  correspond  to  elec- 
tronic numbers  of  10(i  and  10  respectively, 
if  that  for  argon  is  taken  at  18.  This  general- 
ization is  apparently  not  quite  true  for  H^, 
He  and  "Ne,  and  further  investigation  is 
necessary  in  these  cases.  For  all  ordinary 
cases,  however,  the  calibration  for  nitro- 
gen (14  electrons  per  molecule)  may  be  used 
as  a  general  guide  to  the  value  of  the  pres- 
sure." 

The  ionization  gauge  as  just  described, 
has  been  found  by  the  writer  to  be  very  use- 
ful in  investigating  the  pressure  changes  in 
incandescent  lamps  and  hot-cathode  devices 
after  sealing  off  from  the  pump.  The  ease 
of  construction  and  simplicity  of  manipula- 
tion ought  to  make  it  a  very  useful  device 
in  high-vacuum  technique. 

Recently  some  results  with  a  three-fila- 
ment ionization  gauge  have  been  published 
by  Misamichi  So.-"  The  ionization  currents 
were,  however,  measured  at  constant  cathode 
temperature,  and  the  relation  obtained  be- 
tween pressure  and  ionization  current  is  not 
linear. 


So6     October,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  No.  10 


A  Special  Form  of  Phosphoroscope 

By  W.  S.  Andrews 

CoxsiLTixG  Engineering  Department,  General  Electric  Company 

In  OUT  Alarch,  1917,  issue  the  author  described  a  form  of  phosphoroscope  which  he  had  developed  for  the 
visual  observation' of  the  phosphorescent  and  fluorescent  light  emitted  by  various  compounds  when  excited 
bv  ultra-violet  light.  As  this  device,  however,  is  not  well  adapted  for  making  photographic  spectrographs. 
he  has  since  developed  another  form  of  phosphoroscope  that  fulfils  this  purpose  admirably.  This  latter  type 
of  instrument  is  described  in  the  following  article. — Editor. 


In  using  the  new  form  of  phosphoroscope. 
designed  for  spectrographic  analysis,  a  paper 
ribbon  is  first  prepared  by  coating  it  with  the 
phosphorescent  material  reduced  to  a  powder, 
a  chemically  neutral  adhesive  being  employed. 
When  perfectly  dry,  this  coated  ribbon  is 
fastened  around  the  periphery  of  a  small  flat- 
faced  wheel  that  is  attached  to  the  shaft  of  an 
electric  motor.  Fig.  1 .  The  e.xciting  rays  are 
preferably  generated  by  a  high-tension  dis- 
ruptive discharge  between  two  iron  terminals 
that  are  conveniently  concealed  and  protected 


Fig.  1.     Phosphoroscope  Adapted  for  Use  in  Making  Spectro- 
graphs.   Shield  Removed  Showing  Flat-faced  Wheel 
with  Phosphorescent  Ribbon  Attached 

within  a  jcircular  hood.  This  hood  is  located 
close  to  the  periphen,-  of  the  small  flat-faced 
wheel,  as  shown  in  Figs.  1  and  3,  and 
diametrically  opposite  to  it  is  fixed  a  screen 
of  sheet  metal  having  a  small  window  cut 
in  it.  This  opening  exposes  a  portion 
of  the  coated  ribbon,  see  Fig.  2.  It  is 
evident  that  when  the  electric  discharge 
occurs,  its  rays  will  excite  the  adjacent 
material  on  the  rim  of  the  wheel,  and  when 
the  motor  revolves,  the  excited  portion  will  be 
carried  around  until  it  is  opposite  the  window. 
This  action  being  continuous,  the  phosphores- 


cent light  of  the  material  to  be  photographed 
will  shine  continuously  through  the  window, 
and  if  the  collimator  of  the  spectroscope  is 
pointed  into  it.  the  spectrum  of  the  phos- 
phorescence will  be  seen  through  the  eye 
piece  of  the  telescope.  When  the  camera 
attachment  is  used  instead  of  the  telescope,  a 
spectrograph  of  the  phosphorescence  may  be 
made  in  the  usual  way. 

As  the  electric  motor  may  be  operated  at  a 
high  speed,  say  3000  to '4000  r.p.m..  the 
phosphorescent  light  seen  at  the  window  in 


Fig.  2.      Front  View  of  Phosphoroscope  with 

Shield  in  Place  showing  the 

Observation  Window 

the  screen  is  practically  instantaneous,  the 
time  for  decay  being  only  about  one  hun- 
dredth of  a  second.  In  this  way,  phosphor- 
escence of  vcr\-  brief  period  may  be  seen 
and  photographed;  also  by  varying  the  speed 
of  the  motor,  its  actual  duration  may  be 
approximately  determined. 

Figs.  4.  .").  and  (>  show  the  spectrographs  of 
various  jihosphorcsccnt  substances,  these  being 
arranged  in  pairs,  with  the  spectrum  of  helium 
interpolated  between  them  to  indicate  the 
phosphorescent  regions  in  the  spectrum  pro- 
duced bv  the  different  substances. 


A  SPECIAL  FORM  OF  PHOSPHOROSCOPE 


S57 


Attention  may  be  inA-ited  to  the  phosphores- 
cence of  calcined  chemically  pure  ( ?)  cadmium 
])hosphate,  Fig.  4,  which  appears  snow-white 
to  the  unaided  eye  and  which  the  spectro- 
graph shows  to  cover  the  visible  spectrum 
fairly  well,  being  strongest  in  the  yellow, 
blue,  and  violet,  and  weakest  in  the  red  and 
green.  Students  who  have  investigated 
phosphorescent  spectra  will  recognize  the 
striking  peculiarity  of  this  one. 

In  all  other  cases  known  to  the  writer  the 
phosphorescent  color  of  a  given  substance 
covers  only  some  specific  part  of  the  visible 
spectrum  or,  in  other  words,  its  color  to  the 
unaided  eye  may  appear  in  some  shade  or 
ctnnbination  of  red,  yellow,  green,  or  blue. 
To  present  a  snow-white  to  the  eye,  means 
that  all  parts  of  the  visible  spectrum  must  be 
represented  as  seen  in  the  spectrograph. 

It  is  true  that  the  blue-violet  phosphores- 
cence of  Balmain's  luminous  paint  (phos- 
phorescent calcium  sulphide)  usually  fades 
to  a  whitish  color,  but  at  this  stage  its 
luminescence  is  so  weak  that  it  can  be  seen 
only  in  perfect  darkness  after  the  eye  has  been 
rested;  whereas,  the  jjhospliorescence  of  the 
pure  cadmium  phosphate  shows  a  white 
light  of  great  purity  and  considerable  inten- 
sity.    When  the  e.xciting  light  is  cut  off,  the 


intimate  mechanical  mixture  of  phos]3hores- 
cent  substances  that  show  respectively  com- 
plementary colors;  such  for  instance,  as  violet 
calcium  sulphide  and  yellow  zinc  sulphide,  or 
a  similar  effect  may  be  produced  by  painting 
sections  of  a  disk  with  suitable  phosphores- 
cent materials  and  then  putting  the  disk  into 


Fig.  4 
A — Fused  C.  P.  carhiiium  phosphate;  white  phosphorescence. 
B — Hehum.     Comparison  spectrum. 
C — Zinc  sulphide;  green  phosphorescence. 


A 


Fig.  5 
Fused  cadmium  phosphate  plu,   man^^anese;    orange   phos- 
phorescence. 
B — Hehum.      Comparison  spectrum. 

C — Calcium  sulphide,  or  Balmain's  luminous  paint;    blue-violet 
phosphorescence. 


Fig.  3.      Rear  View  of  Phosphoroscope 


Fig-  6 
.-1 — Fused  cadmmm   phosphate  plus  manganese;   red   phosphor- 
escence. 
B — Helium.     Comparison  spectrum. 
C — Zinc  silicate  or  willemite;  green  phosphorescence 


white  phos])horescence  gradually  fades  away 
to  a  reddish  color  before  it  disappears,  point- 
ing to  the  existence  of  an  exceedingly  minute 
amount  of  manganese  in  the  compound. 

It  is  well  known  that  a  white  or  nearly 
white  phosphorescence  can  be  obtained  by  the 


rapid  rotation.  The  particularly  interesting 
feature  of  the  pure  cadmium  phosphate  prepa- 
ration, however,  is  that  all  the  colors  of  the 
spectrum  are  apparently  produced  in  its 
phosphorescent  glow,  so  that  by  their  com- 
bination a  pure  white  light  is  produced. 


SoS     October,  1920 


GENERAL  ELECTRIC   REVIEW 


Vol.  XXIII.  No.  10 


The  Cooper  Hewitt  Lamp 

PART  II.     DEVELOPMENT  AND  APPLICATION 

By  L.  J.  BrxTOLPH 
Engineering  Department,  Cooper  Hewitt  Electric  Company 

This  is  the  second  of  a  series  of  three  articles  by  the  author  on  the  theory  and  uses  of  the  Coopor  Hewitt 
lamp.  Part  I,  "Theorv  and  Operation,"  appeared  in  our  September  issue.  In  the  following  installment  the 
author  outlines  the  development  and  some  of  the  applications  of  the  lamp  from  1901  to  the  present  time.  In 
Part  III,  the  Cooper  Hewitt  quartz  lamp  and  its  characteristics  will  be  described. — Editor. 


In  ApriL  1901,  at  a  conversazione  of  the 
American  Institute  of  Electrical  Engineers. 
Nicola  Tesla  and  Peter  Cooper  Hewitt 
divided  the  honors  in  the  display  of  their 
inventions.  The  Electrical  World  and  Engi- 
neer said  editorially  at  that  time:  "But  with 
all  these  things  in  its  favor  it  is  still  a  far  cry 
from  even  the  brilliant  exhibits  of  the  other 
evening  to  a  lamp  that  will  meet  the  ever}" 
day  requirements  of  commercial  work."  The 
development  of  a  lamp  meeting  these  require- 


ments began  with  the  two  types  exhibited  in 
1902  and  shown  in  Fig.  1.  Engineering  of 
London  said:  "A  lady's  lips  look  purple,  so 
at  present  no  attempt  is  being  made  to 
titilize  the  light  for  domestic  purposes,  as 
feminine  opposition  would  be  too  strong." 
The  other  problems  to  be  solved  were  a 
simple  starting  device  and  operation  on 
alternating  current. 

In  1903  the  first  industrial  installation  of 
two  200-watt  lamps  was  placed  in  the  com- 


m  m 


4 


^ 


Fig.  1.    Original  Form  of  Cooper  Hewitt  Lamp  Which  Was 
First  Displayed  to  the  A.I.E.E.  in  1901 


Fig.  2.     Progress  in  the  Construction  of  Cooper  Hewitt  Lamps 
from  1902  to  1907 


THE  COOPER  I  HEWITT  LAMP 


859 


loosing  room  of  the  New  York  Evening  Post. 
At  that  time  very  few  features  of  the  lamp 
had  been  standardized.  Iron,  mercury  or 
graphite  positive  electrodes  were  variously 
used,  while  the  condensing  chamber  was 
placed  at  the  positive  end  in  some  cases  and  at 
the  negative  end  in  others.  The  lamps  were 
started  either  by  tilting  the  tube  manually 
until  a  thin  stream  of  mercury  connected  the 
electrode  and  then  allowing  the  lamp  to 
resume  the  normal  position  when  the  break- 
ing started  the  arc,  or  by  an  oil  immersed 
switch  operating  an  inductance  coil  to  pro- 
duce a  high  voltage  kick. 

The  progress  from  1902  to  1907  is  illustrated 
in  Fig.  2.  During  that  time  the  condensing 
chamber  was  standardized  and  iron  adopted 
as  a  positive  electrode  material.  The  start- 
ing was  made  automatic  by  the  development 
of  a  magnetic  tilting  device  and  of  an  auto- 
matic mercury  switch  or  "shifter"  for  the 
high  tension  method.  The  latter  method 
consists  in   short   circuiting   a   small   current 


The  development  of  a  commercial  form  of 
alternating  current  lamp  marked  the  period 
from  1907  to  1910.  As  developed  then  and 
operated  now  the  alternating  current  lamp  is  a 
single  phase  Cooper  Hewitt  rectifier  of  highly 


Fig.  3.      Orthochromatic  Cooper  Hewitt  Lamp 


Fig.  4.      Direct-current  Cooper  Hewitt  Lamp.  385  Watts,  850  Mean  Horizontal  Candle-power 


Fig.  5.      Alternating-current  Cooper  Hewitt  Lamp,  430  Watts,  950  Mean  Horizontal  Candle-power 


through  inductance  in  scries  with  the  lamp 
tube.  This  current  is  broken  by  the  mercury 
switch  or  "shifter"  which  is  magnetically 
operated  by  the  inductance  coil  itself.  The 
resulting  induced  high  voltage  is  sufficient  to 
start  a  cathode  discharge  which  breaks  down 
the  initial  high  resistance  by  ionizing  the 
traces  of  mercury  vapor  in  the  tube  and  thus 
fomiing  the  arc. 


specialized  fonn.  In  common  with  all  arc 
lamps  it  required  a  current  regulating  device 
which  consisted  of  impedance  instead  of  the 
resistance  used  in  the  direct  current  lamps. 
The  resulting  power  factor  of  about  50  per 
cent  was  a  problem  for  later  solution.  In  1910 
increasing  business  forced  the  Cooper  Hewitt 
Company  to  seek  larger  quarters  at  their 
present  location  in  Hoboken,  and  from  that 


860     October,  1920 


GEXERAL  ELECTRIC   REVIEW 


Vol.  XXIII,  Xo.  10 


Fig.  6.      Installation  of  Cooper  Hewitt  Lamps  in  a  Textile  Mill 


Fig.  7.     Cooper  Hewitt  Lamps  Illuminating  Machmery  Used  in  the  Preparation  of  Rubber  for  Shoes 


THE  COOPER  HEWITT  LAMP 


8G1 


time  production  was  concentrated  on  stand- 
ardized outfits  for  industrial  purposes. 

A  fluorescent  reflector  for  the  Cooper 
Hewitt  lamp  was  put  on  the  market  at  this 
time.  It  altered  the  quality  of  the  light  from 
the  unit  by  giving  off  fluorescent  light  of  an 
orange  red  color  at  a  sacrifice  of  a  correspond- 
ing amount  of  green  and  blue. 

Among  the  few  radical  developments  of  the 
succeeding  period  was  a  so-called  orthochro- 
matic  lamp  whose  arrangement  is  obvious 
from  Fig.  '.i.  It  represented  one  of  the  last 
attempts  to  change  the  color  of  the  Cooper 


color  of  the  light  would  mean  a  sacrifice  of 
what  was  proving  to  be  one  of  its  unique 
and  valuable  properties.  In  certain  textile 
mills  careful  tests  were  made  to  determine  the 
relative  ease  with  which  fine  textile  threads 
could  be  seen  by  direct  north  daylight  and 
by  Cooper  Hewitt  light.  The  results  were 
strikingly  in  favor  of  the  latter,  and  there 
was  no  question  as  to  the  relative  value  of 
color  vision  and  of  visual  acuity  for  general 
industrial  illumination. 

During    this    period    the    Cooper    Hewitt 
Electric  Company  also  manufactured  a  quartz 


Fig.  8.      A  Machine  Shop  Illuminated  with  Cooper  Hewitt  Lamps 


Hewitt  light.  An  installation  of  orthochro- 
matic  lamps  was  placed  in  the  editorial  rooms 
of  the  New  York  World,  with  satisfactory 
results  from  an  Eesthetic  standpoint.  The 
relatively  small  demand  for  the  outfit  and  the 
fact  that  it  was  more  novel  than  efficient  led 
to  its  discontinuance.  From  the  beginning 
extensive  research  has  been  done  here  and 
abroad  to  change  the  color  of  the  arc  itself  by 
the  addition  of  various  substances  but  the 
attempts  have  availed  little.  At  about  the 
time  that  a  solution  of  the  problem  began  to 
seem  impossible  Cooper  Hewitt  engineers 
realized  that  a  change  in  the  nature  of  the 


mercury  arc,  similar  to  the  European  type  but 
incorporating  the  Cooper  Hewitt  idea  of 
controlling  the  electrical  characteristics  of  the 
lamp  by  a  condensing  chamber,  as  in  the 
ordinary  low  jjrcssure  type  of  Cooper  Hewitt 
lamp. 

The  first  radical  change  in  quartz  burner 
design  came  with  the  development  of  a  means 
of  connecting  quartz  through  intermediate 
steps  of  glasses  of  increasing  coefficients  of 
expansion  to  a  glass  fused  directly  to  a  tung- 
sten electrode  and  forming  with  it  a  per- 
manent vacuum  tight  seal.  The  result  was 
the    greatly    simplified    quartz    bitrner    now 


862     October,  1<)2I1 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.- 10 


manufactured  by  the  Cooper  Hewitt  Com- 
pany. 

A  great  many  of^the  old  type  quartz 
burners  are  still  in'  ser\'ice  for  industrial 
illumination.  The  increasing  importance 
of  the  mercury  arc  in  quartz  as  a  source  of 


Fig.  9.      Triple-tube  Cooper  Hewitt  Outfit 
for  Photographic  Work 


ultra-violet  light  is  opening  up  a  large  field 
for  the  new  type  of  burners.  Among  the 
present  uses  of  these  burners  may  be  men- 
tioned water  sterilization,  the  treatment  of 
skin  diseases,  paint  and  dye  testing,  and  the 
acceleration  of  a  great  many  general  photo- 
chemical reactions. 

The  shapes  and  sizes  of  Cooper  Hewitt 
lamps  have  only  been  limited  by  the  imagina- 
tions of  the  designers  and  by  the  glass  blower's 
art.  Sizes  have  ranged  from  a  few  watts  to 
3000  watts,  while  the  standard  tubes  range 
at  present  from  200  watts  to  1600  watts. 
A  few  of  the  standard  outfits  arc  illustrated. 
The  larger  tubes,  some  of  them  six  feet  long  by 
three  inches  in  diameter,  are  i)rincipally  used 
in  blue  printing  machines. 

The  problem  of  operating  the  alternating 
current  lamp  on  a  high  power  factor  was 
finally  solved  in  191S  by  the  development 
of  a  means  of  substituting  resistance  for  some 
of  the  reactance  in  the  current-regulating 
impedance  of  the  outfit.  This  is  done  by 
operating  hot  iron  wire  resistance  units  under 
conditions  of  high  tcmi)crature  coefficient, 
such  that  with  change  of  ctirrent  the  falling 
voltage  characteristic  of  the  tube  is  counter- 
acted by  the  rising  voltage  characteristic  of 
the  resistance.  By  this  means  the  present 
alternating  current  outfit  is  given  the  high 
power  factor  of  <S5  per  cent.  In  1910  the 
dcveloijment    of    glass    working    machinery 


was  begun  and  with  the  co-operation  of  the 
Edison  Lamp  Works  machines  for  perform- 
ing the  major  tube  making  operations  were 
placed  on  factory  production  in  May,  1920. 

Xow  that  most  of  the  states  are  supple- 
menting their  sanitary  codes  with  lighting 
codes,  a  brief  for  good  industrial  illumination 
is  superfluous.  The  codification  of  good 
industrial  illumination  has,  however,  been 
attended  by  difficulties  of  the  same  sort  met 
with  in  the  evaluation  of  the  service  of  a 
skilled  workman  in  the  terms  of  physical 
strength,  manual  dexterity,  mental  traits. 
ner\'ous  temperament,  etc. — things  which  do 
not  readily  lend  themselves  to  tangible  defini- 
tion and  to  simple  summation.  Bearing  on  the 
problem  is  the  fact  that  the  early  Cooper 
Hewitt  installations  did  pioneer  work  in 
creating  the  present  demand  for  a  diffused 
general  illumination  of  relatively  high  inten- 
sitv  and  minimum  glare  and  that  the  system 
is  now  established  on  its  merits  in  spite  of 
much  "feminine"  opposition.  As  a  result  of 
the  slow  but  cumulative  effects  of  this  semi- 
educational  work  and  of  a  remarkable  record 
of  ser\-icc  in  facilitating  the  intensive  pro- 


Fig.  10.     Two  tube  Cooper  Hewitt  Outfit 
for  Photographic  Work 


duction  of  war  materials,  the  demand  for 
Cooper  Hewitt  lamps  has  increased  to  such 
an  extent  that  radical  steps  are  being  taken 
to  treble  production  and  to  develop  a  unit 
system  of  manufacture  providing  for  in- 
definite expansion. 


THE  COOPER  HEWITT  LAMP 


863 


The  Cooper  Hewitt  idea  in  industrial 
illumination  is:  first,  to  equal  average  day- 
light illumination  in  point  of  luminosity, 
diffusion  and  apparent  color;  and  second,  to 
surpass  daylight  for  special  purposes  in  point 
of  high  visual  acuity. 

By  average  daylight  illumination  is  meant 
that  secured  by  the  best  practice  in  modem 
factory  construction.  Only  such  moderate 
intensities  arc  advocated  as  have  been  found 
to  give  a  maximum  production  under  daylight 
conditions.  Greater  intensities  than  these 
are  recognized  as  useless  and  in  many  cases 
as   a   positive  menace    to    the   comfort   and 


candles  of  illumination  on  a  working  jjlane — 
is  the  result  of  three  things.  Its  visible  radiant 
energy  is  largely  concentrated  in  light- of  those 
wave  lengths  to  which  the  eye  is  most  sensi- 
tive. Simple  reflectors  involving  little  loss  by 
absorption  can  be  used  and  because  of  the 
low  intrinsic  brilliancy  no  light  is  lost  through 
the  use  of  diffusing  media,  the  Cooper  Hewitt 
light  being  the  only  high  power  modem 
illuminant  excepted  by  many  of  the  state 
codes  from  the  use  of  diffusing  media.  Thus 
it  is,  that,  for  the  distribution,  diffusion,  low 
intrinsic  brilliancy  and  minimum  glare  re- 
quired in  the  modern  industrial  installation, 


Fig.  11.      Installation  of  Cooper  Hewitt  Lamps  in  a  Motion  Picture  Studio 


efficiency  of  the  workman.  The  good  dif- 
fusion and  monochromatic  quality  of  the 
Cooper  Hewitt  light  makes  it  unnecessary 
to  increase  the  intensity  on  the  working  plane 
beyond  a  moderate  normal  to  secure  good 
distribution  and  proper  visual  acuity.  A 
satisfacton,-  uniform  intensity  of  illumination 
as  measured  by  any  standard  illuminometer 
or  foot-candle  meter  represents  quantity  only 
and  may  be  taken  as  fundamental  in  all  light- 
ing systems  but  unique  in  none.  The  high 
practical  efficiency  of  the  Cooper  Hewitt 
light  as  rated  in  terms  of  quantity  only — in 
terms  of  total  lumens  of  light  flux  or  in  foot- 


the  Cooper  Hewitt  light  gives  an  excellent 
illumination  in  foot-candles  on  the  working 
plane  per  watt  of  electrical  energy. 

Qualities  unique  in  the  Cooper  Hewitt  lamp 
and  not  to  be  directly  expressed  in  foot- 
candles  are  the  diffusion  of  its  light,  a  mini- 
mum of  glare,  and  high  visual  acuity.  Because 
the  source  is  in  the  form  of  a  tube  of  light 
one  inch  in  diameter  and  some  50-in.  long,  in 
the  standard  lamps,  the  diffusion  of  light  is 
often  literally  equal  to  or  better  than  that 
secured  by  daylight  illumination  while  there 
is  the  added  advantage  of  a  simple  control  of 
the  diffusion  in  those  cases  where  shadows  are 


S(U     October,  192U 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  10 


an  aid  to  stereoscopic  or  perspective  vision. 
As  is  well  known,  too  perfect  diffusion  is  in 
such  cases  a  disadvantage.  The  ver\-  slight 
shadows  under  machines  and  tables  is  the 
first  and  obvious  result  of  this  high  diffusion. 
The  real  advantages  of  it  are  that  a  workman 
can  do  fine  machine  work  without  the  glare 
of  local  lighting,  that  his  own  head  and  body 
does  not  cause  confusing  shadows,  and  that 
all  parts  of  his  machine  are  so  well  lighted. 


Although  the  light  from  the  Cooper  Hewitt 
lamp  is  apparently  blue  white,  it  is  as  a  matter 
of  fact  vers'  largely  monochromatic  and  of  a 
yellow  green  color.  A  fundamental  limitation 
of  the  human  eye  is  its  inability  to  focus  in 
one  and  the  same  plane  light  of  different 
wave  lengths  or  color  The  result  is  the 
fonr_ation  of  multiple  superimposed  images 
giving  the  effect  of  a  single  image  with 
a  blurred  outline;  i.e..  chromatic  aberration 


Fig.  12.     Cooper  Hewitt  Lamp 
for  Photographic  Portraiture 


Fig.  13.     Bank  of  Cooper  Hewitt  Lamps 
for  Motion  Picture  Work 


The  intrinsic  brilliancy  of  the  Cooper 
Hewitt  light  is  only  some  l.>  foot-candles  per 
square  inch  so  that  no  diffusing  media  are 
needed.  To  an  eye  accustomed  to  the  usual 
working  intensity,  there  is  no  discomfort  in 
looking  directly  at  and  into  the  luminous 
source.  The  construction  of  the  standard 
reflectors  provides  sufficient  lighting  above 
the  source  to  avoid  glare  from  contrast  with  a 
lilack  background.  The  size  and  shape  of  the 
source  and  its  low  brilliancy  reduces  the  glare 
by  reflection  from  polished  surfaces  to  a 
degree  equaled  only  by  skylight  illumination. 


This  lack  of  visual  acuity  in  daylight  or 
ordinary  white  light  may  be  improved 
strikingly  by  the  use  of  monochromatic 
light  which  results  in  the  formation  of  a 
clearly  defined  image.  The  coincidence  of 
maximum  visibility  anil  maximum  acuity 
in  some  (>0  per  cent  of  the  Cooper  Hewitt 
light  partially  accounts  for  its  markoil  suc- 
cess in  the  textile  industry,  and  in  machine 
shops  and  inspection  deijartmcnts.  As  a 
])ractical  matter  the  fine  threads  of  textiles 
and  the  lines  on  machined  metal  surfaces  can 
be  seen  with  an  increase  in  detail  equal  to  a 


THE  COOPER  HEWITT  LAMP 


-Ci.") 


ig.  14.      Illustrating  Use  of  Cooper  Hewitt  Portrait  Outfit 


Fig.  15.      Cooper  Hewitt  Lamps  Arranged 
for  Photographic  Enlarging 


■^'^i^l^ 


Fig.  16.      Long  and  Short  of  the 
Cooper  Hewitt  Lamp 


.^e>.  -^ 


■il  1 1  !«»■»■ 


-\l        _; 


■  ■.::.J:;>y^;;;^.":.-^-^<^::»-^v-:^jaii^^<iatf^ 


Fig.  17.     Banks  of  the  Cooper  Hewitt  Lamp  on  the  Metro  Motion  Picture  Stage 


866     October,  1920 


GENERAL  ELECTRIC  REVIEAV 


VoL  XXIII.  Xo.  lU 


magnification  of  one  and  one  half  to  two 
times  under  Cooper  Hewitt  light. 

Since  the  Cooper  Hewitt  light  is  entirely 
lacking  in  red  rays  it  is  obvious  that  red 
objects  do  not  seem  colored  but  black  or 
brown  under  the  light,  even  as  dark  blue  or 
violet  objects  look  black  under  incandescent 
sources.  This  has  proved  no  handicap  in 
industrial  lighting,  since  colors  are  matched 
in  the  factory  by  numbers  and  not  by  com- 
parison. 

Interesting  contributions  to  the  psychology 
of  color  have  come  from  users  of  the  Cooper 
Hewitt  system.  Traces  of  green  hue  in  the 
light  combined  with  the  well  known  hue 
imparted  to  a  face  of  good  color  in  ordinary 
light  invariably  produces  a  strong  reaction 
against  the  light.  Workmen  who  are  very 
prejudiced  for  these  reasons  are  however  won 
over  to  the  light  by  a  subtle  but  definite  per- 
sonal reaction  variously  characterized  by 
describing  the  light  as  restful,  soft,  cool,  etc. 
The  change  is  probably  because  the  first 
reaction  is  largely  mental,  the  result  of  a 
subjective  green  hue  rather  than  the  yellow 
green  light  of  the  so-called  green  mercury 
line;  while  the  second  reaction  is  fundamental 
and  in  response  to  the  recognized  psychologi- 
cal effects  of  true  blue  and  violet  light.  Con- 
tributor}' to  the  latter  reaction  is  also  the 
physiological  fact  of  reduced  eye  strain  under 
relatively  monochromatic  light.  More  strik- 
ing still  is  the  oft  repeated  testimony  to  the 
greater  apparent  coolness  of  a  room  lighted  by 
Cooper  Hewitt  lamps  than  by  any  other  artifi- 
cial illuminant.  While  for  a  given  intensity  of 
illumination  approximately  the  same  quan- 
tity of  energy  is  dissipated  in  a  room  regard- 
less of  the  system  of  illumination,  a  smaller 
proportion  is  radiant  heat  in  the  Cooi)er 
Hewitt  unit  and  that  heat  is  of  as  relatively 
low  inten.sity   as   the  light.      This   jirobably 


ser\'es  to  strengthen  the  subconscious  impres- 
sion of  coolness  produced  by  the  blue  white 
quality  of  the  light. 

Of  the  numerous  special  applications  of 
Cooper  Hewitt  lighting  the  most  interesting 
is  in  the  motion  picture  industrv".  Here  the 
system  is  competing  directly  with  Califoniia 
sunshine  and  apparently  winning  out  by 
virtue  of  its  remarkable  actinic  power  and 
reliability.  Feminine  opposition  has  changed 
to  feminine  approbation.  New  York  must 
have  its  movie  shows  regardless  of  rainy  da>s 
in  California.  Other  special  applications  of 
lesser  importance  are:  general  photography, 
photographic  enlarging  without  condensers. 
photographic  reproduction  of  drawings,  blue 
printing,  and  certain  photochemical  processes 
not  requiring  the  more  intense  Cooper  Hewitt 
quartz  arc  light. 

That  a  properly  laid  out  Cooper  Hewitt 
lighting  system  can  be  made  to  give  an 
illumination  equal  to  or  better  than  daylight 
is  proved  by  large  and  successful  installations 
in  nearly  every  basic  industry-.  Night  shift 
production  rates  equal  to  and  even  greater 
than  day  rates  are  the  rule.  In  certain 
inspection  departments  and  in  certain  highlv 
specialized  industries  the  light  is  used  con- 
tinuously in  preference  to  daylight  because 
of  its  unvarying  luminosity  and  color. 

The  Cooper  Hewitt  lamp  is  unique  from  a 
scientific  standpoint  in  combining  high 
efficiency  with  low  intrinsic  brilliancy,  largo 
total  light  flux  with  good  diffusion,  and 
maximum  monochromatic  visual  acuity  with 
apparent  whiteness.  It  makes  possible  the 
unique  idea  in  industrial  lighting  of  adding  to 
the  required  luminous  intensities  those  quali- 
ties of  light  which  will  enable  the  eyes  of  the 
workman  to  function  to  best  advantage  in 
their  essentially  artificial  work  of  the  con- 
tinuous observation   of  details. 


TWO  DOLLARS  PER  YEAR 


TWENTY  CENTS  PER  COPY 


GENERAL  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.   11 


Published  by 

General  Electric  Company's  Publication  Bureau. 

Schenectady.  N.    Y. 


NOVEMBER,   1920 


AUTOMATIC   RAILWAY   SUBSTATION,   SACRAMENTO  NORTHERN   RAILROAD 

(See  article,   page  894) 


For 
Fractional  H.  P.  Motors 

NEVER  vet  has  anyone  arranged  a  successful 
compromise  between  price  and  quality.  Man- 
ufacturers with  an  established  reputation  to  main- 
tain, never  attempt  it.  Today — as  for  years  past — 
"NORfflfl  Bearings  are  the  accepted  standards  in  hun- 
dreds of  thousands  of  high-duty,  high-speed,  electri- 
cal machines  which  dominate  their  fields  by  virtue 
of  sustained  high  performance.  It  is  a  question  ot 
quality — simply. 

See  that  your  Motors 
are  "NORfflfl"  Equipped 

THE  M^WmM  CPMIF/^MY 

inlEiiaM©  /3^®InlM(l 

M^^RT  lf®ii°k. 
Ball,  Rollci*. Thrust  and  Combination  Bearings 


General  Electric  Review 

A  MONTHLY  MAGAZINE  FOR  ENGINEERS 

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Vol.   XXIII,   No.    11  6y  C».S°r£&.fcl^a«y  Nc^VEMBER,    1920 

CONTENTS  Page 

Frontispiece:  The  Largest  Electrically  Operated  Blooming  Mill  in  America  ....      868 

Editorial ;  Photo-Elasticity  for  the  Determination  of  Stresses 869 

Photo  Elasticity  for  Engineers.     Part  1 870 

By  E.  G.  CoKER,  D.Sc,  F.R.S. 

The  Advantages  of  the  Modern  Electric  Locomotive 878 

By  A.  H.  Armstrong 

The  Electric  Reversing  Mill  Considered  from  the  Standpoint  of  Tonnage      ....      886 

By  K.  A.  Pauly 

Effect  of  Ultra-violet  Rays  on  the  Eye .893 

Automatic  Substation,  Sacramento  Northern  Railroad 894 

By  W.  H.  Evans 

Automatic  Substations  for  Alternating-current  Railway  Signal  Power  Supply.    Part  I        .      902 

By  H.  M.  Jacobs 

The  Cooper  Hewitt  Quartz  Lamp  and  Ultra-violet  Light 909 

By  L.  J.  BuTTOLPH 

Step-by-step  Integration  of  Curve  Areas  of  Phase  Significance.     Correct  and  Incorrect 

Methods ,. 917 

By  Chas.  L.  Clarke 

Performance  and  Life  Tests  on  the  Oxide  Film  Lightning  Arrester 928 

By  N.  A.  LouGEE 


QEnmmL 


r-H' 

|-H 

=i 

=A 

—K 

—\. 

—A 

PHOTO-ELASTICITY  FOR  THE  DETERMINATION  OF  STRESSES 


In  recent  years,  when  economy  in  every 
possible  way  has  been  of  such  prime  impoi'- 
tance  in  engineering,  the  problem  of  accurate 
detemiination  of  stresses  in  construction 
members  and  parts  of  machinery  has  attained 
unprecedented  prominence.  While  for  simple 
cases  the  ordinary  engineering  methods  of 
stress  determination  by  calculation  are  suffi- 
cient, it  is  becoming  more  clearly  recognized 
that  these  methods  have  to  be  used  with 
great  care,  and  that  for  members  of  unusual 
shapes  they  may  give  seriously  incorrect 
results. 

There  are  two  ways  by  which  trustworthy 
results  may  be  obtained.  The  first  is  the 
theoretical  method,  depending  on  the  exact 
solution  of  the  well-known  and  accepted 
equations  of  elasticity  for  the  particular  case, 
in  question.  The  second  is  the  experimental 
method,  using  a  means  by  which  the  required 
stress  distribution  can  be  determined  by 
direct  measurement. 

Each  of  these  methods  introduces  diflicul- 
ties  of  its  own.  The  first,  or  the  theoretical 
method,  gives  good  resixlts  for  those  cases 
which  can  be  solved;  but  unfortimately  it  is 
only  in  the  simplest  cases  that  even  an  ap- 
proximate solution  is  possible.  For  complex 
shapes  no  kn;.wn  mathematical  method  can 
solve  the  equations.  For  simple  members 
and  stress  systems  the  solutions  obtainable 
are  embodied  in  the  ordinary  methods  of 
stress  calculation  used  in  the  engineering 
schools,  and  as  stated,  if  these  methods  are 
extended  and  applied  to  more  complex  shapes 
in  approximate  or  common  sense  ways, 
mistakes  will  surely  be  made.  Stress  dis- 
tribution in  an  odd-shaped  member  is  by  no 
means  as  simple  a  thing  as  distribution  of 
magnetic  flux  or  electricity  in  odd-shaped 
paths,  and  greater  errors  will  be  made  in 
estimating  the  former  than  the  latter.  We 
can  thus  sum  up  for  the  theoretical  method 
by  saying  that  it  helps  us  but  little  except 
in  the  simplest  cases. 

The  experimental  solution  of  the  problem 
has  until  recently  been  worse  off  than  the 


theoretical,  it  having  been  impractical  in 
even  simple  cases.  However,  a  unique 
method  has  been  developed  by  Dr.  E.  G. 
Coker,  F.  R.  S.,  of  University  College  of 
London,  which  gives  reliable  measurements 
in  difficult  cases  and  which  promises  to  take 
care  of  all  ordinary  cases  of  plane  stress,  or 
stress   in   two   dimensions. 

This  method  offered  promise  of  assistance 
in  certain  stress  problems,  and  it  was  there- 
fore decided  by  the  General  Electric  Com- 
pany to  institute  similar  work  in  their 
Research  Laboratory  at  Schenectady.  A 
special  set  of  apparatus  to  fill  the  require- 
ments of  this  work  was  designed  with  the 
co-operation  of  Dr.  Coker  and  manufactured 
in  London  and  shipped  to  Schenectady  the 
past  summer.  Dr.  Coker  also  made  a  visit 
to  Schenectad}^  to  assist  in  getting  the  work 
started. 

Some  of  the  problems  which  have  already 
been  studied  by  this  method  are  stress  dis- 
tribution in  ctirved  and  notched  beams,  in 
tension  members  of  different  shapes,  stress 
about  elliptical  and  circular  holes,  that  pro- 
duced by  a  rivet  in  a  plate,  etc.  During  the 
time  that  the  apparatus  has  been  in  use  at 
the  Laboratory  study  has  been  given  to  the 
analysis  of  stress  distributions  in  various 
types  of  steam  turbine  bucket  dovetails  and 
tenons  with  different  types  of  load.  A  fact 
which  is  clear!}'  shown  by  .the  method  is  the 
importance  of  avoiding  sharp  re-entrant 
angles  in  design.  Many  engineers  appreciate 
this  fact,  but  there  are  also  others  who  do  not, 
as  designs  in  use  at  the  present  time  bear 
witness.  There  are  many  cases  where  re- 
entrant angles  are  necessary  but  there  are 
few  where  a  sharp  angle  cannot  be  rounded 
with  a  curve  or  fillet  which  may  easily  reduce 
the  local  stress  to  one-half. 

This  method  of  stress  determination  and  its 
application  are  described  in  a  series  of  five 
articles  which  Dr.  Coker  has  prepared  for  the 
General  Electric  Review.  The  first  arti- 
cle appears  in  this  issue. 

A.  L.  Kimball. 


870     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


Photo  Elasticity  for  Engineers 

Part  I 

By  E.  G.  CoKER.  D.Sc,  F.R.S. 

Professor  of  Engineering  in  the  University  of  London,  University  College 

Written  specially  for  General  Electric  Review 

This  is  the  first  of  a  series  of  five  articles  by  Professor  Coker  on  the  investigation  of  stresses  by  means  of 
polarized  bght  transmitted  through  models  of  transparent  material  under  stress.  Professor  Coker  has  been 
able  to  solve  with  this  method  many  problems  of  stress  that  have  defied  solution  bv  the  usual  methods  of 
mathematical  analysis  This  installment  mcludes  a  brief  explanation  of  the  principles  involved  in  this  method 
and  then  proceeds  to  show  how  it  is  applied  in  practice. — Editor. 


The  strength  and  properties  of  materials 
under  load  play  so  great  a  part  in  con- 
structional work  of  ever>^  kind  that  it  is  not 
too  much  to  say  that  a  study  of  those  branches 
of  science  concerned  with  the  distribution 
of  stress  in  a  material  are  fundamental  for 
engineers  who  are  for  the  most  part  engaged 
in  the  design  and  construction  of  appliances 
capable  of  bearing  relati\'ely  great  loads  and 
often  subjected  to  stresses  of  much  com- 
plexity. 

Moreover,  modem  needs  and  scientific 
discoveries  are  ever  leading  to  new  and  more 
difficult  problems  in  engineering,  for  which 
solutions  must  be  found  and  expressed  in  the 
form  of  definite  machines  and  structures. 
In  most  of  these  problems  stress  distribution 
occurs  of  a  somewhat  complicated  kind  since 
the  exigencies  of  construction  necessarilv 
lead  to  forms  and  dispositions  of  material 
which  are  not  amenable  to  exact  calculation. 
Although  a  large  munber  of  solutions  of  stress 
distribution  in  elastic  bodies  have  been 
obtained,  and  are  continually  being  added 
to  by  the  labors  of  mathematicians,  yet  it 
seems  impossible  to  keep  pace  with  actual 
needs  by  philosophical  reasoning  alone;  and, 
as  is  well  known,  most  of  the  difficulties  met 
with  in  engineering  construction  have  to  be 
solved  by  bringing  to  bear  upon  them  all  the 
theoretical  and  experimental  knowledge  avail- 
able and  utilizing  this  store  of  accirmulated 
knowledge  coupled  with  practical  experience 
of  allied  problems  to  obtain  a  safe  and 
economical  structure  or  machine  for  the 
purpose  required.  One  of  the  most  useful 
experimental  methods  of  attacking  a  new 
engineering  problem  is  to  examine  the 
properties  exhibited  by  a  model  of  the 
proposed  form  in  the  same  or  in  a  different 
material,  under  loads  bearing  a  proper  scale 
relation  to  those  to  be  borne  by  the  full  sized 
structure.  Such  methods  need  no  words  of 
commendation  here  since  they  are  employed 


extensively  in  research  and  have  recentlv, 
I  understand,  been  useful  in  demonstrating 
some  of  the  most  interesting  phenomena 
relating  to  rapidly  rotating  disks  used  in 
turbines. 

This  series  of  articles  is  intended  to  explain 
another  method  of  experimental  investigation 
by  the  use  of  models  which  has  certain 
advantages  peculiar  to  itself,  and  although 
it  is  not  new  in  principle  its  applications  have  I 
been  much  neglected  in  the  past.  I 

The  starting  point  of  all  photo-elastic 
research  is  due  to  the  discover\-  of  Sir  David 
Brewster,  in  1816,  that  when  a  piece  of  glass 
is  loaded  and  viewed  in  polarized  light  under 
suitable  conditions  it  shows  brilliant  color 
effects  due  to  the  internal  stresses  produced 
in  the  material.  This  property  is  shared  by 
most  transparent  bodies  in  more  or  less 
degree,  and  its  application  to  engineering 
problems  was  immediately  ob^-ious  to  its 
discoverer,  who  suggested'  that  the  stress 
distribution  in  masonr>-  bridges  might  be 
in\-estigated  by  constructing  glass  models, 
subjecting  them  to  suitable  loads,  and  exam- 
ining the  optical  effects  produced  thereby. 
Little  use  appears  to  have  been  made  of 
this  suggestion  at  the  time,  and,  so  far  as  T 
have  been  able  to  find,  no  useful  contribution 
to  the  study  of  bridges  was  ever  obtained 
until  recently,  when  Professor  Mesnager,  the 
head  of  the  State  Laborator\-  of  the  Depart- 
ment for  Roads  and  Bridges  in  Paris,  investi- 
gated the  stresses  in  a  large  reinforced  con- 
crete bridge  in  Southern  France  by  aid  of  a 
model  in  glass. 

Here  and  there  one  finds  attempts  to 
utilize  this  temporan*-  double  refraction  due 
to  stress  to  investigate  engineering  problems, 
but  the  difficulties  of  fashioning  glass  to  the 
required  shapes  and  the  high  stresses  required 
to  produce  optical  eff^ects  have  always  stood 
in  the  way,  and  it  is  only  in  recent  years  that 
new    kinds    of    transparent    products    have 


PHOTO-ELASTICITY  FOR  ENGINEERS 


{A)     Beam  subjected  to  uniform  Bending  moment. 


{B)     Simple  tension  member. 


(C)      Equally  stressed  tension  members  arranged  crosswise. 


(D)      Circular  ring  m  pl^nt-  polarized  light  with  black  band  effect. 


Fig.  1.      These  Color  Plates  Illustrate  the  Effects  Obtained  by  the  Use  of  Polarized 
Light  in  the  Study  of  Stresses  in  Material 


Part  I 


PHOTO  ELASTICITY  FOR  ENGINEERS 


871 


become  available  for  various  commercial 
purposes  which  can  be  utilized  for  the 
experimental  investigation  of  engineering 
problems  of  stress  distribution.  We  are 
fortunate  in  now  having  at  our  command 
many  transparent  bodies  possessing  great 
optical  activity  under  load.  For  example,  a 
simple  tension  member  of  nitro-cellulose 
exhibited  in  a  plane  polarized  field,  when  un- 
stressed, is  hardly  visible  in  the  dark  field 
produced  between  crossed  Nicol's  prisms,  but 
immediately  load  is  applied  it  shows  vivid 
colors.  When  a  small  load  is  applied,  the 
specimen  in  the  field  gradually  becomes  visi- 
ble, and  shows  a  white  color,  which  gradually 
changes  to  a  uniform  lemon  yellow  as  the 
load  is  increased,  and  becomes  successively 
orange,  red,  blue  (as  Fig.  IB  shows),  and 
later  a  somewhat  changed  white  as  the  load 
increases;  while  if  further  stress  intensity 
is  produced  these  colors  are  repeated  with 
some  slight  modifications  to  a  second,  third 
and  even  higher  order,  until  the  specimen 
fractures,  when  it  is  usually  found  that  there 
are  residual  colors  owing  to  the  pemianent 
internal  stresses  produced.  If  instead  of 
white  light  a  homogeneous  light  had  been 
employed  the  phenomena  obsen-ed  would 
have  been  different.  We  should  then  have 
found  as  the  load  varied  that  the  changes 
consisted  merely  of  alternations  from  dark- 
ness to  brightness,  according  to  the  load 
employed. 

From  the  practical  point  of  view  these 
results  are  important  from  the  fact  that  the 
colors  indicate  a  definite  stress  intensity 
which  can  be  obsen.'ed  with  ease  in  the 
polariscope,  and  if  the  stresses  are  simple 
tension  or  compression  their  intensities  are 
immediately  obvious  by  aid  of  a  color  scale 
like  that  shown  in  Table  I  or  by  comparison 

TABLE  I 


Order 

Color 

Stress 

f 

1 

1 

I i 

'■ 

" ■ 

I 

Black 
Grev 
White 
Straw 

Orange 
Brick  Red 

Purple 
Blue 

Yellow 
Red 

Purple 

0 

3.5 
5.5 
8 

10 

10.5 

11 

13 

18 

21 

22 

with    those    observed    on    a    simple    tension 
member.     Thus,  for  example,  if  a  beam  of 


rectangular  section,  Fig.  lA,  is  subjected  to 
pure  bending  it  shows  color  bands  parallel 
to  the  contours,  each  of  which  marks  a  stress 
which  can  be  definitely  stated  by  reference 
to  the  comparison  tension  member,  since 
it  is  found  (subject  to  small  corrections  for 
change  of  thickness)  that  tension  and  com- 
pression stresses  produce  exactly  the  same 
effects  in  a  polarized  field,  and  it  is  therefore 
possible  to  map  out  the  distribution  of  stress 
across  the  section  of  the  beam  and  to  show 
that  the  intensity  varies  according  to  the 
distance  from  the  central  longitudinal  section, 
at  which  place  a  persistent  dark  band  indi- 
cates that  there  is  no  stress  for  an  applied 
bending  moment. 

Having  indicated  the  nature  of  the  phe- 
nomena obser\-ed  in  the  simple  cases,  it  will 
be  useful  to  form  some  idea  of  the  physical 
conditions  which  obtain,  and  it  will  probably 
be  sufficient  if  we  content  ourselves  with  an 
elementar\'  explanation  based  on  the  wave 
theory  of  light  and  to  ignore  the  fact  that 
light  is  an  electro-magnetic  phenomenon  in 
which  there  are  electric  and  m.agnetic  dis- 
turbances, mutually  at  right  angles  to  one 
another,  and  also  to  the  path  of  the  ray.  We 
will,  in  fact,  select  one  of  these  groups  and 
ignore  the  other. 

An  ordinary  beam  of  light,  under  this  simple 
hypothesis,  may  be  considered  as  consisting 
of  vibrations  in  the  ether  transverse  to  the 
direction  of  the  ray,  and  of  all  azimuths.  If  a 
transparent  specimen  under  load  is  viewed 
in  such  a  light,  there  are  no  visible  effects  of 
stress  in  the  m.aterial,  and  none  can  be 
obser\-ed  unless  a  more  simple  type  of  light 
vibration  is  employed.  A  convenient  method 
of  showing  the  existence  of  stress  is  to  pick 
out  from  this  composite  beam  only  those 
constituents  of  it  which  have  the  same 
transverse  plane  of  vibration,  and  this  may 
be  accomplished  by  reflecting  the  beam  from 
a  plate  of  black  glass  at  a  suitable  angle,  or 
by  passing  it  through  a  series  of  transparent 
glass  plates  arranged  at  a  suitable  angle;  or 
best  of  all,  through  a  prism  of  the  form 
invented  by  Nicol  and  composed  of  two 
wedges  of  Iceland  spar  cemented  together 
with  Canada  balsam.  Any  of  these  arrange- 
ments exercise  a  selective  effect,  and  the 
emergent  ray  is  found  to  be  more  or  less' 
uni-directional  as  regards  its  transverse  vibra- 
tions, or,  as  it  is  commonly  termed,  is  polar- 
ized. Such  an  arrangement  is  indicated  in 
Fig.  2,  in  which  a  beam  of  light  after  passing 
through  a  polarizing  prism  A  emerges  as  a 
uni-directional    ray    B,    and    is    afterwards 


87 


November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


passed  through  a  transparent  plate  C  under 
load.  The  effect  of  the  interposition  of  such  a 
plate  depends  on  the  stress  imposed  thereon, 
but  in  general  the  stressed  plate  causes  the 
uni-directional  beam  to  break  up  into  two 
systems  of  transverse  waves,  both  of  which 


mf 


Fig.  2 

suffer  retardation  in  passing  through  the 
stressed  plate  and  are,  moreover,  found  to 
execute  their  vibrations  in  planes  at  right 
angles,  so  that  when  they  emerge  from  the 
stressed  member  they  are  uni-directional 
wave  systems  D  and  E  out  of  phase  with 
one  another  and  executing  the  \-ibrations  in 
planes  at  right  angles.  So  far  as  the  eye  is 
capable  of  judging  there  seems  to  be  no 
difference  in  the  emergent  beam  except  a 
diminution  in  the  intensity  of  the  light,  and 
there  are  no  visible  color  effects;  but  if  these 
wave  systems  are  passed  through  a  second 
polarizer  F  which  exercises  a  selective  effect 
and  allows  only  components  of  each  system 
to  pass  through  which  execute  vibrations 
parallel  to  its  principal  plane,  there  emerge 
two  trains  of  uni-directional  waves  in  the 
same  plane  which  are  out  of  phase  with  each 
other  and  therefore  gire  interference  effects 
which,  when  white  light  is  used,  show  brilliant 
color  effects  on  a  screen,  or  if  homogeneous 
light  is  used  show  bands  of  color  separated  by 
black  fringes  wherever  the  two  wave  systems 
are  in  phase  or  opposed  respectively.  The 
arrangements  of  two  polarizing  prisms  or  their 
equivalents,  termed  respectively  polarizer 
and  analyzer,  have  found  many  applications 
besides  those  mentioned  here  anel  form  a 
useful  combination,  for  examjile,  in  micro- 
scopes used  by  mineralogists. 

The  most  usual  arrangement  of  the  polarizer 
and  analyzer  is  to  place  them  in  such  a 
position  that  their  principal  planes  are 
crossed  at  right  angles  so  that  the  uni- 
directional beam  from  the  polarizer  is  stopped  • 
by  the  analyzer  and  little  or  no  light  passes 
through.  This  arrangement  of  a  dark  field 
is  so  convenient  that  it  is  almost  always  used 
in  practice,  but  in  this  arrangement  a 
peculiarity  is  observable  which  is  ven,-  useful 
in  one  branch  of  photo-elastic  work,  but  is 
highly  inconvenient  in  another. 


When  a  stressed  specimen  like  the  circular 
chain  link  shown  in  Fig.  ID  is  turned  round 
in  the  field  of  view  there  is  in  addition  to  the 
color  effects  a  system  of  black  bands  which 
continually  change  their  form  as  the  specimen 
is  rotated.  They  only  occur  when  the  speci- 
men is  loaded,  they  change  in  appearance 
when  the  type  of  load  is  changed,  but  the>" 
are  practically  independent  of  the-  stress 
intensity.  Their  fonr_s  are,  in  fact,  dependent 
on  the  kind  of  stress  distribution  which  the 
loading  imposes,  and  on  the  disposition  of  the 
planes  of  the  crossed  polarizer  and  analyzer. 
If  it  were  possible  to  rotate  both  these  latter 
devices  at  a  sufficiently  high  velocity  and  still 
keep  their  principal  planes  crossed,  the  unaided 
eye  would  no  longer  be  able  to  follow  the  rapid 
changes  of  these  black  bands,  and  the  effect 
would  appear  as  a  slight  darkening  of  the 
field  of  view,  but  the  color  effects  of  the  stress 
would  remain  stationary-.  This  mechanical 
method  of  obliterating  the  dark  fringes,  or 
iso-clinic  bands  as  they  are  usually  termed,  is 
obviously  not  ver\'  convenient,  although  it 
has  been  occasionally  resorted  to,  and  a 
much  more  convenient  arrangement  has  been 
devised  which  permits  all  the  apparatus  to 
remain  stationarv-. 

It  is  found  that  certain  natural  substances 
like  mica  and  selenite  in  the  form  of  plates 
have  the  property  of  di\-iding  a  plane  polar- 
ized ray  into  two  constituent  rays,  and  that 
if  their  axis  and  thickness  are  properly 
adjusted  a  definite  amount  of  retardation 
between  the  two  rays  is  produced.  Such 
plates  are  in  common  use  and  are  known  as 
wave  plates;  thus  a  half  wave  plate  is  one 
which  gives  a  relative  retardation  of  half  a 
wave  length  of  som.e  definite  light  vibration. 
If,  therefore,  such  a  plate  Ri.  Fig.  3.  gi\-ing  a 
retardation  of  a  quarter  of  a  wave  length,  is 
interposed  after  light  has  passed  through 
the  polarizing  prism  P.  we  have  a  system 


Fig.  3 

which  gives  a  circularly  polarized  beam. 
The  effect  may  be  described  as  analogous  so 
far  as  a  mechanical  illustration  will  afford  a 
parallel,  to  the  effect  of  two  simple  harmonic 
disturbances  with  a  quarter-phase  difference, 
applied  to  a  particle  moving  in  a  plane  and 


PHOTO  ELASTICITY  FOR,  ENGINEERS 


873 


thereby  giving  a  circular  motion  to  the 
particle.  The  circularly  polarized  beam 
produced  by  the  quarter  wave  plate  cork- 
screws through  the  stressed  material,  and  the 
emergent  rays  0  and  E  remain  circularly, 
polarized,  although  they  have  been  retarded 
differently  by  the  stressed  specimen;  but 
exactly  the  same  amount  of  retardation  is 
produced  as  for  plane  polarized  light.  The 
circular  jjolarization  is  afterwards  annulled 
by  the  interposition  of  a  second  quarter  wave 
plate  R«,  and  the  analyzer  .4  picks  out  those 
constituents  parallel  to  its  own  principal 
plane  as  before  and  affords  the  opportunity 
for  interference  of  the  two  emerging  plane 
wav-es  V ,  W  as  described  before. 

It  is  worthy  of  note  that  since  the  wave 
plates  can  only  act  perfectly  for  one  definite 
wav-e  length,  they  only  fulfill  their  function 
exactly  for  the  corresponding  homogeneous 
light,  and  if  used  with  white  light  which  is 
heterogeneous  they  give  in  general  an  elliptic 
form  of  polarization  which  does  not  allow  a 
perfectly  black  field.  This,  however,  is  not 
found  to  be  of  any  serious  inconvenience  for 
most  of  the  applications  in  which  engineers 
are  interested. 

So  far  we  have  seen  that  stress  can  be 
made  visible  in  a  transparent  material  by 
aid  of  polarized  light,  and  as  may  be  surmised 
the  direction  of  the  stress  is  picked  out  by  a 
plane  polarized  beam,  and  for  convenience 
of  practical  work  it  is  convenient  to  use 
plane  polarized  light  for  measuring  stress 
direction,  and  to  measure  its  intensity  in 
circularly  polarized  light.  It  is  therefore 
necessary  to  address  ourselves  to  the  task  of 
determining  the  laws  which  govern  the 
phenomena  observed  in  the  polariscope. 

It  will  be  convenient  here  to  consider  some 
elementary  matters  relating  to  stress  distri- 
bution in  plates  for  which  photo-elastic 
methods  are  especially  suitable,  and  for  ease 
of  demonstration  of  some  of  these  the  usual 
method  of  notation  of  stresses  p  will  be 
adopted  following  Rankine,  in  which  the 
normal  to  the  plane  of  the  stress  considered 
is  denoted  by  a  suffix,  and  the  direction  of  the 
stress  by  a  second  suffix.  Thus  a  stress  p,s 
indicates  that  the  stress  considered  acts  in  a 
plane  perpendicular  to  r  lin  the  direction  s.     ,- 

If  we  now  consider  the  state  of  stress 
produced  in  an  element  of  any  plate,  say 
for  example  a  rectangular  element  ABCD, 
Fig.  4,  with  sides  ])arallel  to  the  co-ordinates ; 

The  most  general  system  which  can  be  im- 
posed upon  it  consists  of  inclined  stresses  at 
angles  a  and  /3,  as  shown,  which   for   equi- 


librium must  have  shear  components  of  equal 
intensity  along  the  meeting  edges. 

The  stress  across  any  other  plane  AC  in 
the  plate  will  in  general  be  of  intensity  p 
inclined  at  some  angle  y  to  the  normal  to  the 
plane  AC.    If  for  convenience  the  equilibrium 


Fig.  4    "^ ; 

of  the  wedge  ABC  be  considered,  the  stress 
on  the  plane  AB  may  be  replaced  by  stresses 
pxx  normal  to  AB  and  a  shear  pxy  in  the  plane 
of  AB,  while  for  the  face  BC  the  stress 
system  will  be  pyy  and  pyx  in  which  for  equi- 
librium pxy  =  pyx-  Similarly,  the  stress  intensity 
p  on  the  face  AC  inclined  at  d  can  be  resolved 
into  a  normal  stress  p„  and  a  shear  stress  xd. 
Resolving  horizontally  and  vertically  we 
obtain  as  the  conditions  for  equilibrium  that 
p  cos  {Q+y)=pxx-COS  d+pxy.sind 
p  sin  (9+7)  =pxy.cos  d-\-pyy.sin  6 
giving 


(i) 


p^  =  pxx"  .  cos'-  e  +  Pyy-  .  sin-  e  +  pxy-  + 
pxy  ipxx  +  pyy)  sUl  2  d 


(ii) 


ian  (d+y)  =  (pxy.cosd  +  pyy.sind) / 
ipxxcose  +  pxy.sind) 
for  the  intensity  and  direction  of  the  stress 
on  a  plane  AC  inclined  at  an  angle  6. 

This   stress   is   wholly  normal  when  y  =  () 
giving  the  condition 

^^  (iii) 


tan  2d-- 

P  XX- Pyy 

for   which    there    are    two   values 


and    d-. 


connected   by   the   relation   62  =  ^1  +  ^-      The 

stress  at  a  point  in  a  plate  under  the  most 
general  system  of  plane  stress  is,  therefore, 
wholly  normal  on  two  planes  at  right  angles 
drawn  through  the  point  and  defined  by 
equation  (iii). 

It  is  moreover  easily  shown  by  differentiat- 
ing the  first  equation  of  (ii)  with  regard  to  6 
and  equating  to  zero  to  obtain  maximum  and 
minimum    values    of    the    stress    that    the 


874     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


criterion  is  of  the  form  (iii)  precisely.  There- 
fore at  a  point  in  a  plate  under  plane  stress 
the  maximum  and  minimum  stresses  are 
normal  to  the  planes  on  which  they  act  and 
these  latter  planes  intersect  at  right  angles. 
If  therefore  the  magnitudes  and  directions 


of  the  normal  stresses  at  a  point  in  a  plate 
are  determined,  the  stresses  on  any  other 
plane  through  the  same  point  can  be  cal- 
culated. These  results  are  important  since 
the  principal  feature  of  a  photo-elastic 
investigation  is  the  ease  with  which  the 
maximiun  and  minimimi  stresses  and  their 
directions  can  be  determined  experimentally, 
and  a  solution  is  thereby  obtained  of  the 
stress  distribution  in  any  plate,  no  matter 
what  its  form  may  be,  which  is  complete  and 
independent. 

It  is  convenient  to  point  out  here  that  the 
general  relations  between  the  stresses  on  the 
element  are  immediately  obtainable  from 
Fig.  5  by  resolving  perpendicularly  to  and 
along  the  plane  AC  and  that  they  are  of  the 
form 

Prr  =  Pxx  .  C05'  9  +  pyy .  Stir  d  +  pxy.  St  ft  2  6  ] 

pee  =  pxx-sin'^e  +  pyy.cos'e  —  pxy.sin2e\      (iv) 
pre  =  {pyy  —  pxx)  sin  d . COS e  +  pxy.cos2d  J 
where  pee  is  derived  from  pxr  by  substituting 

for  0  in  the  first  of  these  equations. 


0-) 


This  system  is  equivalent  to 

pxx  =  prr  .cos-  e+pee  .sin-  e  -  pre.  sin2  e  1 

pyy  =  prr  ■  Sttt^  6-\-pe9.  COS'  d-\-p,9.  SUl  2g\  ( v) 

pxy  =  {prr  —  pee)  sitt  6 .  COS  0+ pre.  COS  2  d  \ 
as  may  be  shown  by  direct  substitution  from 
(iv)  or  by  direct  resolution. 

These  formulae  also  give  the  useful  trans- 
formations 


prr  +  pee  =  px 
prr  -  Pee  -2i.  pre  =  e-'"  (^xi  • 
as  mav  be  readilv  verified. 


-Pyy-2 


t.p: 


.)   }  (^^) 


The  Law  of  Optical  Behavior  of  Transparent  Ma- 
terials Under  Stress 
The  optical  properties  of  glass  have  been 
studied  with  much  care  and  thoroughness 
and  the  laws  of  the  particular  phenomena 
presented  by  stress  effect,  discovered  by 
Brewster,  has  been  subjected  to  careful 
investigation,  especially  in  later  times  by  my 
colleague.  Professor  Filon. 

It  may  be  taken  to  be  established  that  a 
plane  polarized  ray  passing  through  a  stressed 
plate  is  dix-ided  into  two  separate  rays  having 
planes  of  vibration  in  the  direction  of  the 
principal  stresses,  and"  moreover,  that  the 
retardations  suffered  by  each  are  proportional 
to  the  principal  stresses  in  these  planes  so 
that  the  relative  retardation  R  is  proportional 
to  the  differences  of  the  principal  stresses 
P  and  0  at  a  point.  Further,  this  relative 
retardation  is  dependent  upon  the  thickness 
of  the  plate  T  and  to  the  optical  character 
of  the  material.  Hence,  the  law  governing 
the  stress-optical  effect  is  a  linear  law  and  is 
expressible  in  the  form 

R  =  C  (P-O)  T 
where  C  is  an  optical  constant. 

Numerous  investigations  have  shown  that 
this  fundamental  law  is  approximately  ful- 
filled by  ver\'  many  kinds  of  glass  and  until 
lately  it  had  been  assumed  to  hold  for  other 
transparent  substances  used  for  investigating 
stress  distribution,  although  the  evidence  for 
assuming  its  truth  was  somewhat  scanty. 
Recent  investigations  on  some  nitro-cellu- 
loses  have,  however,  justified  this  assumption, 
and  in  a  later  instalment  some  account  will 
be  given  of  the  nature  of  the  evidence  on 
which  the  law  rests. 

In  this  form  it  is  evident  that  the  pictures 
of  stress  shown  by  investigations  with  the 
polariscope  are  not  of  a  simple  type,  since 
it  is  quite  possible  for  a  material  to  be  highly 
stressed  at  a  place  and  yet  exhibit  little  or  no 
color  effect. 

Thus,  for  example,  if  a  rectangular  plate  is 
exposed  to  equal  and  normal  stresses  along  its 
boundaries  it  will  show  no  color  effects  under 
any  intensity  of  stress  within  the  range  of 
this  optical  law,  but  immediately  a  difference 
of  stress  is  established  color  effects  are 
observed  proportional  to  (P  —  0).  but  so  far 
no  means  have  been  described  for  separating 
the  constituents. 

In  many  problems,  however,  this  is  not 
important  since  only  one  stress  is  present,  or 
if  both  are  present  one  is  so  small  in  value 
that  it  may  be  neglected  in  all  but  the  most 
accurate  investigation.  A  particularly  interest- 


PHOTO  ELASTICITY  FOR  ENGINEERS 


875 


ing  group  of  cases  arises  at  the  boundaries  of 
plate  models  at  which  there  is  no  direct  appli- 
cation of  external  load.  In  all  such  cases  a  con- 
sideration of  the  equilibriujm  of  an  element  of 
the  boundary  shows  that  there  can  be  no  stress 
normal  to  the  boundary  and  that  the  total  stress 
is  tangential  to  the  boundary.  The  color  effect 
can  therefore  be  utilized  to  obtain  its  magni- 
tudes directly.  Although  it  might  appear  to 
be  the  easiest  plan  to  use  a  color  scale  for  such 
cases,  and  compare  it  with  the  observed  color 
at  a  boundary,  yet  experience  shows  that  this 
is  not  the  case. 

The  unassisted  eye  is  not  a  very  perfect 
instnmient  for  comparing  colors,  especially 
under  the  severe  conditions  usually  imposed 
by  the  presence  of  a  number  of  brilliant  bands 
in  the  field  of  view,  and  moreover  there  is  no 
certain  way  of  deciding  whether  the  part 
under  inspection  is  in  tension  or  compression. 
It  is  therefore  expedient  to  adopt  a  uniform 
method  which  evades  these  difficulties,  and 
this  is  accomplished  very  perfectly  by  inter- 
posing a  member  under  simple  stress  in  the 
field  of  view  which  will  reduce  the  color  at 
any  required  point  to  the  condition  of  no 
stress  corresponding  to  the  dark  field  between 
crossed  polarizer  and  analyzer.  The  principle 
of  the  method  is  indicated  in  the  accompany- 
ing photograph,  Fig.  IC,  in  which  two  equally 
stressed  tension  members  are  shown  crossed 
and  the  common  field  of  view  is  then  found 
to  be  the  same  as  that  produced  by  the  crossed 
polarizer  and  analyzer  alone. 

In  the  majority  of  cases  a  simple  tension 
member  loaded  in  any  convenient  way  is  used 
for  this  purpose,  and  is  applied  along  the 
direction  of  one  of  the  principal  stresses  to 
neutralize  the  color  effect.  It  is  clear  from 
the  optical  law  given  above  that  only  two 
cases  can  arise  along  a  boundary  free  from 
external  load,  and  if  there  is  tension  the  stress 
can  only  be  neutralized  by  placing  the  tension 
member  across  the  boundary,  while  if  the 
stress  is  compressive  the  tension  member 
mu€t  be  set  along  the  boundary.  An  illustra- 
tion of  this  is  afforded  by  the  case  of  a  circular 
hole  in  a  wide  plate  in  tension  in  the  direction 
of  the  arrows  YY,  Fig.  6.  It  will  be  found 
under  these  conditions  that  the  boundary 
of  the  hole  is  in  compression  for  an  angular 
distance  of  about  30  degrees  from  the  center 
line  as  the  calibration  member  must  be 
applied  tangentially  to  secure  color  extinction, 
but  all  the  rest  of  the  boundary  is  in  tension 
as  is  evidenced  by  the  necessity  of  placing 
the  calibration  rnembers  athwart  the  bound- 
ary to  restore  the  dark  field. 


In  a  few  minutes  it  is  easy  to  verify  in  this 
way  that  the  distribution  of  stress  has  the 
form  shown  in  the  polar  diagram.  Fig.  7,  in 
which  the  maximum  stress  is  a  tension,  at 
the  point  A,  of  approximately  three  times  the 
average    stress    applied    and    this    gradually 


Fig.  7 

diminishes  as  the  contour  is  transversed  until 
at  the  point  B  at  an  angular  distance  of  about 
30  degrees  from  the  central  line  there  is  no 
stress  at  all  as  a  minute  black  patch  indicates. 
Thence  there  is  compression  which  reaches  a 
maximum  intensity  at  the  points  C  on  the 
center  line,  and  is  approximately  of  the  same 
value  as  the  average  stress  applied. 

As  a  rule,  circular  holes  in  engineering 
practice  are  subjected  to  much  more  compli- 
cated stresses  owing  to  loads  applied  at  their 
boundaries  by  bolts  and  the  like  and  such 
cases  require  more  elaborate  investigation 
involving  the  separation  of  the  principal 
stresses,  and  in  general  in  the  body  of  a 
plate  and  away  from  the  unloaded  contours 
there  are  two  principal  stresses  P  and  0,  and 
these  must  be  determined  separately,  point 


876     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


by  point,  before  the  problem  of  stress  dis- 
tribution can  be  considered  as  solved. 

One  method  of  carrying  this  out  is  to  obtain 
the  values  of  {P-Qh  6p  and  Bq  at  a  number 
of  points  along  a  line  starting  from  the 
contour  where  the  stress  can  be  determined 
accurately.  A  process  of  graphical  integration 
then  enables  one  to  separate  the  stresses  in 
the  following  manner. 

Consider  the  most  general  state  of  equi- 
librium of  an  elemental  rectangle  ABCD, 
Fig.  S,  in  which  the  stress  components  vary 
continuously  from  point  to  point.  It  is 
required  to  express  the  relations  between  the 
variations  of  stress  when  we  pass  from  the 
point  A,  with  coordinates  Xiy  to  a  neighbor- 
ing point  C  with  coordinates  x+dxi  y-\-dy. 
On  the  face  AD  there  is  a  normal  stress  pxx 


If  the  plate  is  not  too  thick  the  stresses  in 
these  equations  m.ay  be  taken  to  represent 
the  conditions  of  equilibrium;  provided  they 
are  average  values  across  the  thickness  of  the 
plate.  Moreover,  along  any  line  the  stress  pxy 
at  any  point  is  obtained  by  the  relation 


Pxy  =  - 


'-^. sin  2  6 


(viii) 


where  (P  —  Q)  is  the  optical  efifect  there  and  6 
corresponds  to  the  direction  of  the  m-aximvm 
principal  stress. 

If,  therefore,  we  know  the  values  of  {P  —  Q) 
and  e  for  a  suff  cient  nimiber  of  points  along 
coordinate  lines  passing  through  a  point 
XiV  and  terminating  at  a  boundary-  where  the 
stress  distribution  can  be  easily  determined, 
we  can  infer  the  stresses  pxx  and  pyy  at  the  point 


\l,x    <- 


da 


-dx. 


*-h^^-y  .    .    .    .  ^  . 


--*»"fr  "<• 


Fig.  8 


and   a   tangential    stress,    pxy,    and    on    the 
corresponding    face    BC    there    are    stresses 

-     ''^f-'.dx,  and  pxy+'^^'.dx,  with  similar 


dx   •"■^'  """  ''^'  '     dx 
stresses  on  the  faces  AB  and  CD  as  indicated 
in  Fig.  8. 

Resolving  horizontally  and  vertically,  and 
neglecting  quantities  of  the  second  order  in 
comparison  with  the  first,  we  obtain  in  the 
absence  of  stresses,  dtie  to  the  vokime,  two 
equations  of  the  form 


d.pxx,    d  .  pxy  ^  jj 


dx 

d.pxy 


dy 

d.pyy 


dx 


dy 


=  0 


(vii) 


*  Experimental  determination  of  the  distribution  of  stress  and 
strain  m  solids  by  Professors  Filon  and  Coker.  British  Associa- 
tion Report,  1914. 


-/■ 


.<i.v-|-G  ) 


.c/v+G 


(ix> 


by  a  process  of  graphical  integration  since 
from  equations  (viil 

rdpxy 
dy 

py"--,)  -dV 

where    the    constants    d 
respectively,  the  values  of  px 
boundary. 

It  has  also  been  shown  by  Professor  Filc.n* 
that  it  is  possible  to  completely  deterrrine 
the  stress  distribution  in  a  plate  if  I  he 
isoclinic  bands  are  accurately  trapped  and 
the  stress  at  a  few  points  is  accurately 
known. 

The  methods  described  have  the  great 
advantage  that  the  measurements  are  purely 


and    L\    represent 
and  pxy  at  the 


PHOTO  ELASTICITY  FOR  ENGINEERS 


877 


optical,  but  there  may  be  some  difficulty  in 
obtaining  accurate  values  of  the  stresses  at  a 
considerable  distance  from  a  contour,  and 
an  independent  measurement  is  in  general 
preferably  based  on  the  lateral  strain  which 
a  plate  experiences  when  subjected  to  forces 
in  its  own  plane.  As  is  well  known,  simple 
tension  member  under  a  stress  pxx  in  the 
direction  of  its  length  experiences  a  strain 
fix  expressed  by  the  relation  pxx  =  E  txx, 
where  E  is  the  modulus  of  direct  extension 
and  this  is  accompanied  by  lateral  strains  in 
the  directions  of  both  width  and  thickness  of 

amounts  — (Te.  V.V    where    0"  =  —  is  a   constant 

m 

for  the  material.      Similarly  a  simple  shear 

stress  pxy  is  accompanied  by  an  angular  strain 

exy  expressed  by  the  relation  pxy  =  fJLepxy  where 

/i  is  a  rigidity  modulus  which  latter  is  not 

an   independent   constant,   but   has   a  value 

expressed  in  terms  of  M  and  E  given  by  the 

relation 

fx  =  mE/2{m+\)E  (x) 

In  an  elementary  rectangle,  therefore,  with 
sides  parallel  to  principal  stresses  the  relations 
between  stress  and  strain  can  be  written 
down  at  once  by  the  relation 

niE.  tp  =  m.P  —  Q  1 
mE  eQ  =  mO  —  P     >  (xi) 

-mE  tR  =  P+Q       J 

and  the  last  equation  of  (xi)  shows  that  the 
sum  of  the  principal  stresses  can  be  obtained 
if  the  strain  (r  is  known  together  with  the 
values  of  ni  and  E. 

As  the  strain  cm  can  only  be  measured 
across  the  whole  thickness  of  the  plate  this 


method  gives  the  average  value  of  the 
principal  stresses  and  therefore  corresponds 
exactly  with  the  optical  determinations  of  the 
difference  of  the  principal  stresses  at  the  same 
point. 

An  instrument  for  obtaining  measurements 
of  the  requisite  accuracy  should  be  capable 
of  measuring  stress  to  within  5  pounds  per 
square  inch  in  all  cases,  and  if  this  is  adopted 
as  a  criterion  of  performance  the  lateral 
change  which  an  instrument  should  be  able 
to  detect  is  easily  calculated,  since  frequent 
measurements  have  shown  that  a  fair  average 
value  of  m  is.2,5  and  £  =  .3,000,000  in  lb.  and 
inch  units.  If,  therefore,  a  plate  0.2  inches 
thick  is  taken  since  5  (P+Q)  =  o  lbs.  per 
square  inch  we  have  6^=1/1.50,000  and 
7".  eR  =  l  7.50,000  or  rather  less  than  one 
millionth  of  an  inch. 

In  the  lateral  extensometer,  designed  for 
this  purpose,  measurements  of  changes  of 
thickness  of  the  order  of  one  millionth  of  an 
inch  are  obtained  by  aid  of  a  multiplying 
lever  system  actuating  a  tilting  mirror  and 
no  difficulty  is  experienced  in  measuring  these 
small  changes  provided  the  temperature 
conditions  are  satisfactory. 

The  methods  described  above,  therefore, 
afford  a  means  of  determining  solely  by 
experimental  means  the  distribution  of  stress 
in  an}^  plate  subjected  to  loading  in  its  own 
plane  whatever  be  its  form  and  the  type  of 
load  applied  provided  the  material  obeys  the 
optical  law  and  also  that  the  stresses  do  not 
exceed  the  elastic  limit  of  the  material .  Under 
certain  conditions,  however,  these  limits  can 
be  extended  as  will  be  demonstrated  later. 

(^To  be  continued) 


878     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


The  Advantages  of  the  Modern  Electric  Locomotive 

By  A.  H.  Armstrong 
Chairman  Electrification  Committee,  General  Electric  Company 

This  article  presents  the  arguments  of  the  electrical  engineer  for  the  electrification  of  main  line  railroads. 
The  extremely  favorable  showing  made  for  the  electric  locomotive  is  not  deduced  from  electrification  on 
paper;  the  facts  are  based  on  actual  operating  results  on  main  line  operation  covering  a  period  of  several 
years.  It  would  seem  that  about  the  only  favorable  comparison  that  can  be  made  for  steam  operation  is  the 
lower  initial  cost  of  equipment;  but  this  factor  is  very  quickly  offset  by  higher  maintenance  costs,  standby 
losses  and  lower  efficiency  generally,  smaller  hauling  capacity,  and  the  fact  that  almost  20  per  cent  of  the 
gross  ton  mileage  consists  of  company  coal.  This  article  was  one  of  several  papers  read  at  a  joint  convention 
of  the  A.I.E.E.  and  A.S.M.E.,  New  York  City,  on  the  relative  advantages  of  steam  and  electric  locomo- 
tives.— Editor. 

A   comparison  of  the  modem  steam  and  tives,  some  of  the  fundamental  characteristicb 

electric  locomotive  leads  immediately  to  a  of  each  are  but  too  briefly  discussed  herewith. 
discussion  of  the  relative  fitness  of  the  two 

types  of  motive  power  to  meet  service  con-  Possibilities  of  Design 

ditions.      At    present    railway    practice    has  A  locomotive  is  primarily  a  hauling  machine, 

closely  followed  steam  engine  development,  Its  design  is  defined  by  recognized  limits,  such 

but  are  we  not  justified  in  looking  at  the  trans-  as  maximum  degree  of  track  curvature,  co- 

portation  problem  from  the  broader  stand-  efficient  of  adhesion  between  driving  wheels 

point  of  a  more  powerful  and  adaptable  type  and  rail,  gross  weight  and  dead  weight  per 

of  motive  power?  axle,   tracking  qualities  at   high   speed,   etc. 

Place   at   the   disposal   of   an   experienced  Furthermore,  the  locomotive  should  be  simple 

train    dispatcher    a    locomotive    capable    of  in    construction,    reliable    and   adaptable   in 

hauling   any   train   weight   that   modern   or  operation,  and  capable  of  being  maintained 

improved  draft  gear  can  stand,  at  any  speed  in  condition  for  a  reasonable  percentage  of  its 

permitted  by  track  alignment  regardless  of  cost  (Table  I). 

ruling  grade  or  climatic  conditions,  that  can  Owing  to  handicap  of  precedent  and  prej- 
be  run  continuously  for  a  thousand  miles  with  udice,  electricity  must  take  up  the  railway 
no  attention  but  tliat  of  the  several  operating  problem  where  steam  leaves  off.  In  other 
crews,  and  witness  what  he  can  accomplish  words,  the  proof  is  up  to  the  electrical 
in  his  all-important  task  of  expediting  freight  engineer  proposing  any  marked  departure 
movement.  It  is  not  merely  a  question  of  from  commonly  accepted  standards  as  estab- 
replacing  a  Mikado  or  Mallet  by  an  electric  lished  by  long  years  of  steam  engine  railroad- 
locomotive  of  equal  capacity.  The  economies  ing.  Thus  while  a  maximum  standing  load  of 
thus  effected  are  in  many  instances  not  60,000  lbs.  per  axle  has  been  generally 
sufficient  in  themselves  to  justify  a  material  accepted  for  steam  engines,  it  is  well  known 
increase  in  capital  account.  The  paramount  that  an  impact  of  at  least  30  per  cent  in  excess 
need  of  our  railways  today  is  improved  of  this  figure  is  delivered  to  rail  and  bridges 
service  and  this  can  be  brought  about  by  due  to  unbalanced  forces  at  speed.  Impact 
introducing  the  more  powerful,  flexible  and  tests  taken  on  electric  locomotives  of  proper 
efficient  electric  locomotive.  Marked  changes  design  disclose  the  feasibility  of  adopting  a 
in  present  railway  practice  will  undoubtedly  materially  higher  limiting  weight  per  axle 
follow  the  adoption  of  a  type  of  motive  power  than  60,000  lbs.  without  exceeding  the 
that  is  free  from  many  of  the  limitations  of  the  destructive  effect  on  track  and  roadbed  now 
steam  engine.  As  this  touches  upon  the  inher-  experienced  with  steam  engines.  However, 
ent  possibilities  of  steam  and  electric  locomo-  owing  to   the  flexibility  of  electric  locomo- 

TABLE  I 
COMMONLY   ACCEPTED  CONSTANTS 

Limiting  gross  weight  per  axle tiO.OOO  lbs. 

Limiting  dead  weight  per  axle 18,000  lbs. 

Limiting  coefficient  adhesion,  running 18  per  cent 

Limiting  coefficient  adhesion,  starting 25  per  cent 

Ruling  gradient 2  per  cent 

Maximum  curvature 10  deg. 

Maximum  rigid  wheel  base 18  (t. 

Maximum  speed  on  level,  passenger 65-70  m.p.h. 

Maximum  speed  on  level,  freight 25-30  m.p.h. 

Maximum  draw  bar  pull 150,000  lbs. 


THE  ADVANTAGES  OF  THE  MODERN  ELECTRIC  LOCOMOTIVE 


879 


tive  design,  there  is  no  immediate  need  of 
exceeding  steam  practice  in  this  respect, 
although  this  and  other  reserves  may  be  called 
upon  in  the  future. 

Accepting  the  Mikado  and  Mallet  as  the 
highest  developments  of  steam  road  and 
helper  engines  for  freight  service,  a  general 
comparison  is  drawn  with  an  electric  locomo- 
tive that  is  entirely  practicable  to  build  with- 
out in  any  respect  going  beyond  the  experi- 
ence embodied  in  locomotives  now  operating 
successfully  (Table  II). 

This  analysis  brings  out  the  fact  that  to 
equal  the  hourly  ton  mile  performance  of 
one  electric  locomotive  it  would  require  three 
and  four  engine  crews  respectively  for  the 
Mallet  and  Mikado  types. 

The  electric  locomotive  has  demonstrated 
its  very  great  advantages  in  relieving  con- 
gestion   on    single    track    mountain    grade 


Regenerative  Braking 

The  hazard  of  mountain  operation  is  great- 
est on  down  grades  although  the  perfection  of 
automatic  air  brakes  has  done  much  to  modify 
its  dangers.  It  is  left  to  electricity,  however, 
to  add  the  completing  touch  to  the  safe  control 
of  descending  trains  by  supplying  regenerative 
electric  braking.  Not  only  are  air  brakes 
entirely  relieved  and  held  in  reserve  by  this 
device,  but  the  potential  energy  in  the 
descending  train  is  actually  converted  into 
electricity  which  is  transmitted  through  the 
trolley  to  the  aid  of  the  nearest  train  demand- 
ing power.  Aside  from  the  power  returned 
from  this  source  (14  per  cent  of  the  total  on 
the  Chicago,  Milwaukee  &  St.  Paul  Railway), 
the  chief  advantage  of  electric  braking  lies  in 
its  assurance  of  greater  safety  and  higher 
speeds  permitted  on  down  grades.  The  heat 
now  wasted  in  raising  brake  shoes  and  wheel 


TABLE  II 
COMPARISON   OF  STEAM  AND  ELECTRIC   LOCOMOTIVES 


Type 

Weight  p.er  driving  axle 

No.  driving  axles 

Total  weight  on  drivers ■. '.  .  . 

Total  weight  locomotive  and  tender 

Trac.  efficiency  at  18  per  cent  coefficient 

Gross  tons  2  per  cent  grade 

Trailing  tons  2  per  cent  grade 

Speed  on  two  per  cent  grade 

Horse  power  at  driver  rims 

Indicated  horse  power  at  80  per  cent  efficiency .  . 
Trailing  ton  miles  per  hr.  on  2  per  cent  gradient. 


Mikado 


2-8-2 
60,000  lbs. 
4 
240,000  lbs. 
480,000  lbs. 
43,200  lbs. 
940 
693 
14  m.p.h. 
1,620 
2,030 
9,700 


Mallet 


2-8-8-2 
60,000  lbs. 
8 
480,000  lbs. 
800,000  lbs. 
86,400  lbs. 
1,880 
1,495 

9  m.p.h. 
2,080 
2,600 
13,500 


Electric 


6-8-8-6 
60,000  lbs. 
12 
720,000  lbs. 
780,000  lbs. 
129,600  lbs. 
2,820 
2,430 

16  m.p. 
5,570 

38,800 


divisions.  The  number  of  meeting  points 
on  a  single  track  line  increases  as  the  square 
of  the  number  of  trains  operating  at  one  time, 
and  is  proportional  to  the  average  speed,  so 
that  it  will  be  appreciated  what  an  advance 
in  mountain  railroading  is  opened  up  by  the 
adoption  of  the  electric  locomotive.  Further- 
more, the  electric  performance  as  tabulated 
above  can  be  obtained  with  each  individual 
locomotive  practically  regardless  of  climatic 
conditions,  efficiency  of  the  crew  or  time  that 
has  elapsed  since  shopping,  and  with  a 
demonstrated  reliability  that  has  set  a  new 
standard  in  railroading.  In  view  of  the  facts, 
it  is  therefore  a  modest  claim  to  make  that  the 
daily  tonnage  capacity  of  single  track  moun- 
tain grade  divisions  will  be  increased  fully 
50  per  cent  over  possible  steam  engine  per- 
formance by  the  adoption  of  the  electric  loco- 
motive. 


rims  often  to  a  red  heat  is  returned  to  the 
trolley  system  and  becomes  an  asset  instead 
of  a  likely  cause  of  derailment. 

Cost  of  Maintenance 

Probably  in  no  one  respect  does  the  electric 
locomotive  show  greater  advantage  over  the 
steam  engine  than  in  cost  of  maintenance. 
Special  importance  attaches  to  this  item  of 
expense  in  these  days  of  high  labor  and 
material  costs.  In  order  to  draw  a  fair  com- 
parison, however,  there  should  be  added  to 
back  shop  repairs,  all  expenses  of  round- 
house, turntable,  ash  pit,  coal  and  water 
stations,  in  fact  the  many  items  contributing 
to  rendering  necessary  steam  engine  service 
as  most  of  these  charges  are  eliminated  by  the 
adoption  of  the  electric  locomotive.  Spare 
parts  can  be  substituted  so  quickly  that, 
excepting  wrecks,  there  is  no  need  of  the  back 


SSO     November,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII,  No.  11 


TABLE   m 

ELECTRIC   LOCOMOTIVE   MAINTENANCE,  YEAR   1919 


Xo.  locomotives  owned.  . 
Locomotive  weight,  tons. 

Annual  mileage 

Repairs  per  mile 


N.  Y.  C. 


73 

118 
1,946,879 
6. .39  cents 


C.  M.  &  St.  P. 


45 
290 
2,-321,148 
14.65  cents 


B.  A.  &  P. 


28 

84 

566,977 

6.48  cents 


shop  for  electric  locomotives,  unless  turning 
tires  and  painting  may  be  considered  heavy 
repairs.  Electric  locomotives  are  now  being 
operated  3000  miles  between  inspections  on  at 
least  two  electrified  railways  and  the  figures 
of  Table  III  are  available. 

On  the  basis  of  pre-war  prices,  maintenance 
costs  weri  approximately  613  per  cent  of  these 
figures  for  the  year  1919.  In  contrast,  it  can 
be  stated  that  the  present  cost  of  maintaining 
a  type  2-S-8-2  Alallet  may  be  taken  at  60  cts. 
per  engine  mile,  without  including  many  mis- 
cellaneous charges  not  shared  b}-  the  electric 
locomotive.  Possibly  m.ore  direct  comparison 
may  be  drawn  by  expressing  maintenance  in 
tenns  of  driver  weight.     (Table  IV.j 

Including  all  engine  service  charges,  the 
facts  available  give  foundation  for  the  claim 
that  electric  locomotives  of  the  largest  type 
can  be  maintained  for  2.5  to  30  per  cent  of  the 
upkeep  cost  of  steam  engines  operating  in 
similar  service. 


Fuel  Saving 

Much  has  been  written  on  the  subject  of 
fuel  saving  effected  by  steam  railway  electri- 
fication. The  estimates  of  electric  engineers 
have  been  called  extravagant  by  steam 
engine  advocates,  who  in  turn  have  been 
charged  with  an  incomplete  knowledge  of  all 
the  facts  available.  Fuel  economy  figured 
prominently  among  the  several  reasons  lead- 
ing up  to  the  replacement  of  the  steam  engine 
on  the  Chicago,  Milwaukee  &  St.  Paul  Rail- 
way as  brought  out  by  a  careful  analysis  of  the 
lierformance  of  the  steam  engines  then  in 
serA'ice.  The  results  of  the  many  tests  are 
doubly  interesting  when  compared  with  the 
daily  performance  of  the  present  electric  loco- 
motives now  running  over  the  same  tracks 
and  operated  in  some  instances  by  the  same 
engine  crews.  Although  the  steam  engines 
tested  may  now  perhaps  be  considered 
obsolete  and  not  within  the  scope  of  this 
discussion  of  the  modem  engine,  nevertheless 


TABLE  IV 
STEAM  AND  ELECTRIC  REPAIRS 


Steam  Mallet 

C.  M.  &  St.  P.  Elec. 

Cost  repairs  per  mile 

Weight  on  drivers 

Cost  repairs  per  100  tons  loco,  weight  on  drivers.  .  . 

60  cts. 

240  tons 

25  cts. 

14.65  cts. 

225  tons 

1                       6.52  cts. 

] 

TABLE  V 

LOCOMOTIVE   DATA 

C.  M.  &  St.  P.  Tests 


Type 

Weight  of  engine .  . 

Weight  of  tender 

\V light  total  engine  and  tender. 

Weight  on  drivers 

Ratio  driver  weight  to  total. 

Rigid  wheel  base 

Diameter  drivers.  . 

Cylinders 

Boiler  pressure 
Heating  surface 
Grate  area ... 
Water  capacity 

Coal : 


Steam 


Electaic 


21 


2-6-2 
206,{KHt  lbs. 
1, ".4, 00(1  lbs. 
.SliO,lKHI  Ihs. 
I."i2,0(t(l  lbs. 
42.2  per  cent 

13  ft. 
63  in. 

in.  by  28  in. 
20(1  lbs. 
2346  sq.  ft. 
45  sc).  ft. 
8000  gal. 

14  tons 


4-4-4-4-4-4-4 

568,0tH)  lbs. 

568,000  lbs. 

450,000  lbs. 

79.3  per  cent 

10  ft.  6  in. 

52  in. 


THE  ADVANTAGES  OF  THE  MODERN  ELECTRIC  LOCOMOTIVE 


SSI 


it  is  not  without  value  to  compare  the  results  of 
steam  and  electric  locomotives  operatins^  over 
such  long  distances  under  identical  conditions. 
The  following  data  are  therefore  submitted  as 
applying  to  a  particular  equipment  only.  No 
claim  is  made  that  these  figures  are  rei^resenta- 


made  in  identical  time  on  the  basis  of  lOOU 
total  gross  tons  moved  in  each  instance.  The 
fuel  furnishing  x'ower  to  the  steam  train  was 
coal  having  the  analysis  shown  in  Table  VI. 
Electric  power  was  furnished  by  water  and 
hence  no  direct  coal  equivalent  is  provided  by 


TABLE   VI 

COAL  ANALYSIS 


Fixed  Carbon 

Volatile  Carbon 

Ash 

Moisture 

B.T.U's 

47.99 

38. 9S 

8.35 

4.68 

11,793 

tive  of  the  best  modern  steam  engine  perform- 
ance, although  many  thousands  of  steam  en- 
gines still  in  operation  will  show  no  greater 
economies  than  those  given  in  the  table.  The 
general  data  applying  to  the  steam  and  elec- 
tric locomotives  tests  are  give  in  Table  V. 

Other  engines  were  also  tested  over  other 
sections  of  track,  biit  the  following  particular 
runs  are  chosen  for  illustration  as  bringing  out 
most  strikingly  the  inherent  disadvantages  of 
operating  a  steam  engine  over  a  single  track 
mountain  grade  division  and  handicapped  by 
the  usual  delays  attending  freight  train  service 
under  such  conditions.  The  run  of  11 1.1 
miles  from  Harlowton,  elevation  41()2  ft.,  to 
Three  Forks,  elevation  4060  ft.,  over  the  Belt 
Mountain  divnde  at  Loweth,  elevation  5S7'.) 
ft.,  was  mace  by  steam  with  S71  tons  trailing 
in  20  cars  and  by  electric  locomotive  haviling 
64  cars  weighing  2702  tons.  In  order  to  picture 
a  direct  comparison  of  the  results  of  the  steam 
and  electric  runs,  all  test  data  are  reduced 
to  a  common  basis  of  1000  gross  tons  moved, 
this  unit  of  measurement  including  the  loco- 
motive and  tender  weight.  The  running 
speed  of  the  electric  train  was  but  slightly 
higher  than  the  steam  and  the  additional 
correction  in  the  power  demand  rate  of  the 
former  is  made  proportional  to  the  lower 
speed.      Both   runs    are   therefore   shown  as 


the  test  result.  To  aflord  a  common  basis  of 
comparison,  however,  a  single  assumption 
seems  permissible  and  a  rate  of  2]/2  lbs.  of  coal 
per  kilowatt  hour  is  taken  as  representative  of 
fair  electric  power  station  practice.  Coal 
burned  under  the  steam  engine  boiler  was 
determined  by  weighing  at  the  end  of  the  nm 
and  by  detailed  record  of  scoops  en  route. 
Power  input  to  the  electric  locomotive  was 
obtained  by  carefully  calibrated  recording 
wattmeters  as  well  as  curve-drawing  volt  and 
ampere  meters.  These  values  of  locomotive 
input  were  raised  to  the  value  of  three  phase 
power  purchased  in  the  ratio  of  OS  per  cent 
given  by  R.  Beeuwkes  in  his  A.I.E.E.  paper 
of  July  21,  1920,  and  the  kilowatt-hours  so 
obtained  reduced  to  coal  equivalent  in  the 
ratio  of  2\->  lbs.  coal  per  kw.-hr. 

The  picture  thus  secured  affords  a  most 
striking  illustration  of  one  of  the  principles 
upon  which  advocates  for  electrification  base 
their  claim  for  fuel  economy  (Fig.  1).  While  the 
electric  locomotive  demands  power  only  when 
in  motion,  the  steam  engine  requires  coal  at  all 
times  during  the  twenty-four  hours,  whether 
doing  useful  work,  standing  idle  or  coasting 
down  grade.  In  fact  so  called  "standby  losses" 
were  such  a  large  percentage  of  the  total  coal 
consumed  that  a  careful  record  was  kept  of 
their  several  amounts.     (See  Table  VII.) 


TABLE  VII 
FUEL    COMPARISON 


Doing  useful  work .  , 

Making  up  fire 

Delay  at  Harlowton. . . 
Held  up  at  Lennep,  .  . 
Held  up  at  Loweth.  .  . 
Held  up  at  Dorsay.  .  . 
Fire,  banked  9  hrs..  .  . 
Coasting  down  grade - 
Total  standby  losses.  . 
Regenerative  braking. 
Total  net  coal 


Steam 


1,535  lbs. 
2,270  lbs. 

394  lbs. 

128  lbs. 

230  lbs. 
1 ,425  lbs. 
3,060  lbs. 


23,640  lbs. 


9,042  lbs. 


32,682  lbs. 


Electric 


8,100  lbs. 


1,430  lbs. 
6,670  lbs. 


882     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


The  run  of  a  more  modem  steam  engine 
would  have  effected  a  material  reduction  in 
the  23,640  lbs.  of  coal  burned  in  doing  useful 
work,  but  the  amount  of  coal  wasted  in  standby 
losses  (9042  lbs.)  might  have  been  dupli- 
cated or  even  possibly  increased  with  larger 
grate  area.  As  standby  losses  constitute  so 
large  a  proportion  of  the  total  coal  burned 
(27  J/^  per  cent  in  this  instance)  it  is  apparent 
that  enormous  economies  over  the  simple 
engine  tested  must  be  realized  in  the  modem 
superheater  and  other  improvements  since 
introduced  to  offset  in  part  the  high  inherent 
efficiency  of  the  electric  locomotive. 

To  assist  in  arriving  at  a  truer  comparison 
of  modern  steam  and  electric  locomotive 
operation,  a  further  analysis  of  the  above  test 
is  made.  The  cormnonly  used  unit,  pounds 
of  coal  per  1000  ton  miles,  is  at  best  a  ver\^ 
rough  and  unstable  comparison  of  steam 
engine  runs  over  different  profiles,  with 
variable  quality  of  fuel  and  operating  con- 
ditions. For  illustration,  the  data  of  Table 
VIII  may  apply. 


6000 
5000 
4000 
3000 
2000 
1000 


3000 
2000 
1000 
0 
1000 

6000 
5500 
5000 
4500 
4000 


Pounds  coal  per  gross  1000  ton  miles  may 
thus  vary  from  650  to  50.5  according  to 
gradient  and  with  no  standby  losses  whatever 
included.  The  boiler  must  be  kept  hot  at  all 
times,  however,  and  fully  33  per  cent  can 
safely  be  added  to  the  figures  to  indicate  the 
inevitable  standby  losses  inherent  to  steam 
engine  operation.  Except  over  ven,'  long 
runs  with  terminals  at  the  same  elevation  it 
seems  hardly  possible  therefore  to  accurately 
compare  engine  performance  over  different 
profiles  by  such  a  variable  unit  as  pounds 
coal  per  1000  ton  miles. 

A  truer  understanding  of  what  takes  place 
under  the  engine  boiler  may  be  shown  by 
continuous  records  of  coal  burned,  tons  moved. 
profile,  delays,  etc.,  all  reduced  to  pounds  of 
coal  burned  per  useful  horse  power  hour  work 
done  at  the  driver  rims  with  segregation  of  the 
many  standby  losses.     (Table  IX.) 

L'nder  the  same  conditions  a  modem 
engine  would  undoubtedlv  have  consimied 
much  less  than  9.02  lbs.  coal  (11,793  B.t.u.) 
while  doing  work  measured  at  the  driver  rim. 


TEA 

LLY  E 

1 

1 

1       ■      s 

COAL  U5EFU 

M    RUN 

3URNED            23640  LBS. 

POU 

NDS 

STAND-BY  LOSSES                        9042  1  RS. 
COAL  TOTAL                                  32682  LBS. 

COA 

PEF 

L 

I 

HOU 

R 

1 

1 

1 

-^^■M 

L.^^H 

1 

i      1      1 

1         1         1 

ELECTRIC  RUN 

COAL  TOTAL                                   8100  LBS. 
RETURN  BY  ELECTRIC  BRAKING- 1430  LBS. 
COAL- NET  TOTAL                           6670  LBS. 

POUNDS 
COAL 

PER 
HOUR 

1 
1 

II 

1 

■ 

1 

ll 

1    1    1    1    1 

— 

-; 

>  -  ; 

5  -  i 

,-  \ 

j  -  ( 

A. 

M. 

'  -  { 

5  -  <■ 

)  - 1 

0-1 

1     12- 

-  5 

)  -  '■ 

J  -  i 

I-  ! 

5  -  ( 

i-  ■ 
p. 

r- j 

M. 

5  -< 

t  -1 

0-  1 

1  - 

/i 

\ 

1         1 
FEET 

/ 

■ 

/  I 

\ 

s 

ELEVATION 

hArlowton  /■ 

loweth 

\ 

three  forks 

V               ll       1 

y 

\J 

1 
J 

COALR 

:cop 

D.5TEA 

M  AND  ELECTRIC 

1 

RUNS  HA 

^LOWTONfO] 

'HRE 

Era 

RK5  M 

3  GROSS  TON 

5M 

DVE 

0 

Fig.  1 


THE  ADVANTAGES  OF  THE  MODERN  ELECTRIC  LOCOMOTIVE 


883 


TABLE  VIII 

POUNDS  COAL  PER   1000  TON   MILES 


Horse  power  hours  at  driver  rims 

Indicated  horse  power  hours  at  80  per  cent  eff. 

Lbs.  water  per  i.h.p.  hr 

Lbs.  water  per  lb.  of  coal 

Lbs.  coal  per  i.h.p.  hr 

Lbs.  coal  per  1000  ton  miles 

Lbs.  coal  per  1000  T.  M.  Trailing 


2%  Grade 

Level  Track 

123 

18.8 

154 

23.5 

20 

16 

6 

8 

3.33 

2.0 

513 

47 

650 

50.5 

The  addition  of  superheaters  gives  greater 
output  and  economy,  while  mechanical  stokers 
add  output  only  and,  it  is  claimed,  at  some 
expense  in  economy  over  good  hand  firing. 
However  efficient  the  power  plant  on  wheels 
may  reasonably  be  developed  without  too 
seriously  interfering  with  the  sole  purpose  of 
the  steam  engine,  namely,  the  hauling  of 
trains,  it  can  never  approach  the  fuel  econo- 
mies of  modern  turbine  generating  stations. 
Whatever  transmission  and  conversion  losses 
are  interposed  between  power  house  and 
electric  locomotive  are  more  than  com- 
pensated for  by  the  improvement  in  the  load 
factor  resulting  from  averaging  the  very 
fluctuating  demands  of  many  individual 
locomotives. 

Every  electrical  engineer  has  learned  the 
lesson  of  the  fuel  economy  resulting  from 
replacing  several  small  and  inefficient  power 
stations  by  one  large  power  house  of  modern 
construction.  It  therefore  brings  no  surprise 
to  his  mind  that  the  comparison  of  steam  and 
electric  railway  operation  discloses  such 
enormous  fuel  savings  in  favor  of  the  latter, 
for  as  a  matter  of  fact,  while  our  railways 
carry  on  a  wholesale  transportation  business 
of  the  greatest  magnitude,  they  are  never- 
theless engaged  in  burning  coal  and  oil  at 
retail  on  some  65,000  individual  engines. 
The  average  output  of  each  engine  during 
the  time  it  is  at  the  call  of  the  transportation 
department  is  but  a  small  fraction  of  its 
rating.     The  ftiel  economy  is  further  effected 


by  the  condition  of  the  boiler  and  climatic 
conditions.  Hence  the  average  performance 
of  many  thousands  of  steam  engines  must 
reflect  all  the  many  handicaps  of  construction 
and  service  under  which  they  operate. 

It  would  be  a  simple  matter  to  carry 
through  a  series  of  runs  over  the  electrified 
zone  of  the  C.  M.  &  St.  P.  with  a  inodern 
Mikado  equipped  with  all  the  up-to-the- 
minute  fuel  saving  devices  and  thus  provide 
the  necessary  data  to  draw  direct  comparisons 
with  the  electric  locomotive.  Such  tests 
with  modern  steam  equipment  would  un- 
doubtedly discredit  the  above  comparison, 
which  is  based  upon  the  economies  of  six 
years  ago  and  might  lead  to  something 
approximating  the  blend  of  fact  and  theory 
given  in  Table  X. 

This  table  is  based  upon  actual  electric 
locomotive  performance,  Harlowton,  to  Three 
Forks,  coal  taken  at  23^  lbs.  per  kw-hr.  at 
assmned  steam  power  station.  Steam  engine 
values  are  based  upon  the  known  working 
efficiency  of  a  Mikado  equipped  with  super- 
heaters but  penalized  with  the  same  standby 
losses  actually  determined  with  simple  engine 
tested  Harlowton  to  Three  Forks.  A  test 
run  from  Harlowton  to  Three  Forks  with  a 
modem  Mikado  engine  hauling  1420  tons 
may  possibly  show  a  lower  average  fuel  rate 
than  3  lbs.  per  indicated  horse  power  hour  at 
drivers,  and  lower  standby  waste  than  9042 
lbs.  coal,  but  the  average  annual  performance 
of  many  such  engines  would  be  most  excellent 


TABLE  IX 
ANALYSIS  OF  STEAM  AND  ELECTRIC  RUNS,   HARLOWTON   TO  THREE  FORKS 

PER   1000  TONS  MOVED 


Steam 

Electric 

Kw-hrs.  at  driver  rims 

H.p.  hrs.  at  driver  rims 

Coal  per  h.p.  hr.  driver  rims 

Credit  regenerative  braking.  .                    

2038 
2625 
9.02  lbs. 

2.47  lbs. 
11.49  lbs. 

2038 
2625 
*3.09  lbs. 
.55 

Standby  losses,  27  J  2  per  cent 

Total  coal  per  rim  h.p.-hr 

2.54  lbs. 

'Measured  at  power  house  and  includes  locomotive  losses  and  32  per  cent  transmission  and  conversion  loss. 


884     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  II 


if  it  reached  the  net  figure  arrived  at,  viz., 
5.9  lbs.  coal  per  actual  horse  power  hour 
work  performed  at  drivers.  The  electric 
run,  however,  is  being  duplicated  daily  as  to 
relation  between  kilowatt-hours  and  ton  miles, 
and  it  is  just  this  reliability  of  electric  opera- 
tion that  may  at  times  give  rise  to  mis- 
understanding in  the  comparison  of  steam 
and  electric  data. 

Each  individual  electric  locomotive  will 
reproduce  almost  exactly  the  record  of  all 
others  in  similar  service,  little  influenced  by 
either  extreme  cold  or  skill  of  the  engineer; 
while  the  firemen  so-called  and  still  retained 
has  nothing  to  do  with  the  matter  at  all. 
There  is  no  creeping  paralysis  gradualh' 
impairing  the  efficiency  of  an  electric  loco- 


general  adoption  of  the  electric  locom.otive 
would  probabh'  result  in  saving  fully  two- 
thirds  the  fuel  now  burned  on  present  steam 
engines,  and  possibly  one-half  the  amount 
of  fuel  necessary  for  steam  engines  of  the 
most  modem  construction. 

Comparative  Cost 

The  superior  operating  advantages  of  the 
electric  locom-otive  are  admitted  by  many 
who  believe  the  first  cost  to  be.  prohibitive. 
largely  due  to  the  trolley  construction, 
copper  feeders,  substations,  transmission  lines, 
etc.,  which  are  necessary  to  complete  the 
electrification  picture.  It  is  true  that  such 
auxiliaries  add  an  amount  that  may  equal  the 
electric  locomotive  expense  and  the  task  of 


TABLE   X 

THEORETICAL  COMPARISON,   MODERN  STEAM  AND  ELECTRIC   LOCOMOTIVES 

HARLOWTON   TO   THREE   FORKS 


Type 

Weight  on  drivers 

Weight  engine  and  tender 

Trac.  efficiency  18  per  cent  coefficient. 

Trailing  tons  1  per  cent  grade 

H.p.  hrs.  at  driver  rims 

Coal  per  indicated  horse  power  hour.  . 

Coal  per  driver  horse  power  hr 

Standby  loss,  test  result 

Standby  loss  per  h.p.hr 

Total  coal  per  driver  horse  power  hour 

Coal  at  power  house,  k\v-hr 

Coal  at  power  house  h.p.  hr 

Coal  at  locomotive  driver,  h.p.  hr 

Coal  credit  due  regeneration 

Net  coal  at  driver  h.p.  hr 

Total  net  coal 

1000  trailing  ton  miles 

Coal  per  1000  ton  miles 

Ratio  coal  burned 


Mikado 


2-8-2 

4-4-4-4-4-4 

240,000  lbs. 

450,000  lbs. 

480,000  lbs. 

568,000  lbs. 

43,200  lbs. 

81,000  lbs. 

1,420 

2,836 

4,360 

3 

3.75 

8,200 

9,042  lbs. 

2.15  lbs. 

5.90  lbs. 

5.90  lbs. 

24,800  lbs. 

157,500  lbs. 

158  lbs. 

2.37  lbs. 


Electric 


2.5  lbs. 

1.86  lbs. 

3.09  lbs. 

.,55  lbs. 

2.54  lbs. 

20,900  lbs. 

314,000  lbs. 

66.7  lbs. 

lib. 


motive  until  temporary  relief  is  obtained 
through  frequent  washing  of  boiler  and  round- 
house tinkering,  inevital)ly  ending  up  in  the 
major  operations  annually  laerformed  in  the 
back  shop  hospital  on  the  steam  engine  to  keep 
it  going.  It  is  for  such  reasons  that  the 
electrical  engineer  is  slow  to  accept  general 
statements  of  average  service  operation  based 
on  the  results  of  tests  usually  made  on  steam 
engines  in  excellent  condition  and  skillfully 
handled.  Then,  too,  there  is  insufficient  data 
available  as  to  standby  losses,  which  must 
finally  largely  account  for  the  wide  dis- 
crepancy often  noted  between  the  amount  of 
fuel  purchased  and  fuel  presumably  burned  or 
computed  on  the  basis  of  test  run  records. 

It  is  with  some  knowledge  of  all  these  facts 
that  the  broad  statement  is  made  that  the 


proving  the  electric  case  is  not  made  easier  by 
the  fact  that  steam  engine  facilities  arc  already 
installed  and  may  have  little  or  no  salvage 
value  to  offset  new  capital  charge  for  electri- 
fication. 

Comparing  the  cost  of  equivalent  steam  and 
electric  motive  power,  it  is  apparent  that  on 
the  basis  of  the  same  unit  prices  for  labor  and 
material,  the  first  cost  is  approximately 
the  same.  While  electric  locomotives  cost 
possibly  .')()  per  cent  more  than  steam  for 
equal  driver  weight,  the  smaller  number 
required  to  haul  equal  tonnage  may  quite 
offset  this  handicap,  especially  with  quantity 
production  of  electric  locomotives  of  standard 
design. 

The  steam  engine  also  demands  a  fonnida- 
blc  array  of   facilities   ijeouliar   to  itself,  as 


THE  ADVANTAGES  OF  THE  MODERN  ELECTRIC  LOCOMOTIVE 


885 


shown  in  the  following  table  of  expenditures 
made  on  14  railways  included  in  the  North 
Western  group  from  1907  to  1919.  This 
expense  covers  fuel  and  water  stations,  shops 
and  engine  houses,  shop  machinery-,  turn- 
tables, ash  pits,  etc. 

EXPENDITURES     FOR     ENGINES     AND 

FACILITIES,  NORTHWESTERN  GROUP 

1907-1919 

Engines  Facilities 

$68,000,000  $42,200,000 

Proper  facilities  for  rendering  adequate 
steam  engine  ser\-ice  apparently  add  some 
62  per  cent  to  the  cost  of  the  latter  and  no 
crv  of  extravagance  has  ever  been  raised  in 
this  respect. 

One  of  the  advantages  of  electric  loco- 
motives rests  in  the  longer  engine  divisions 
which  they  make  possible.  Two  of  the  four 
steam  engine  divisions  comprised  in  440  miles 
of  the  St.  Paul  were  wiped  out  by  electri- 
fication and  certain  sidings  and  yard  tracks 
were  dismantled.  To  these  exclusively  steam 
engine  facilities  should  be  added  therefore 
the  expense  of  engine  division  points  not 
necessarv  to  successful  electric  railroading. 
Further  credit  is  due  to  cover  coal  cars 
released.  Therefore,  considered  as  a  problem 
of  construction  only,  electrification  of  a  new 
road  may  in  some  instances  compare  quite 
favorably  with  the  complete  first  cost  of  steam 
engines  and  all  facilities  incident  thereto.  As 
the  general  problem,  however,  is  one  of 
replacing  steam  engines  now  running,  the 
economic  advantages  of  electrification  are 
rather  individual  to  the  particular  railway 
under  consideration.  The  operating  econo- 
mies effected  under  favorable  conditions  have 
been  found  sufficient  to  show  an  attractive 
return  upon  the  additional  capital  charge 
incurred  besides  providing  the  improved 
service  which  was  the  main  objective  in  view 
in  replacing  the  steam  engine. 

No  discussion  of  electric  railway  economies 
would  be  complete  without  comment  upon  the 
increased  value  of  real  estate  brought  about 
by  terminal  electrification.  Not  only  is 
neighboring  real'  estate  benefited  thereby, 
but  the  "air  rights"  over  the  electrified  tracks 
may  become  so  valuable  as  to  largely  pay  the 


cost  of  the  change  from  steam.  With  the 
work  but  partly  finished  the  Grand  Central 
Terminal  District,  New  York  City,  is  already 
a  remarkable  example  of  the  indirect  benefits 
derived  from  electrification. 

Summary 

Some  of  the  principal  advantages  claimed 
for  the  electric  as  compared  to  the  steam  loco- 
motive are  briefly : 

1.  No  structural  limits  restricting  tractive 
effort  and  speed  of  electric  locomotive 
than  can  be  handled  by  one  operator. 

2.  Practical  elimination  of  ruling  grades  by 
reason  of  the  enormously  powert'ul 
electric  locomotives  available. 

3.  Reduction  of  down  grade  dangers  by 
using  regenerative  electric  braking. 

4.  Very  large  reduction  in  cost  of  loco- 
motive maintenance. 

5.  Very  large  saving  of  fuel,  estimated  as 
two-thirds  the  total  now  burned  on 
steam  engines  in  operation. 

G.  Conservation  of  our  natural  resources 
by  utilizing  water  power  where  available. 

7.  Material  reduction  in  engine  and  train 
crew  expense  by  reason  of  higher  speeds 
and  greater  hauling  capacity. 

8.  Increased  valuation  of  terminal  real 
estate  following  electrification. 

9.  Increased  reliability  of  operation. 

10.  Material  reduction  in  operating  expense 
due  to  elimination  of  steam  engine 
tenders  and  most  of  the  Company-  coal 
movement,  the  two  together  expressed  in 
ton  miles  approximating  nearly  20  per 
cent  of  present  gross  revenue  ton  mile- 
age. 

1 1 .  Large  reduction  in  effect  of  climatic  con- 
ditions upon  train  operation. 

12.  Postponement  of  immediate  necessity 
for  constructing  additional  tracks  on 
congested  divisions. 

13.  Attractive  return  on  cost  of  electri- 
fication by  reason  of  direct  and  indirect 
savings  in  operation. 

14.  Far  reaching  improvements  in  operation 
that  may  revolutionize  present  methods 
of  steam  railroading. 


886     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


The  Electric  Reversing  Mill  Considered  from 
the  Standpoint  of  Tonnage 

By  K.  A.  Pauly 
Power  and  Mining  Engineering  Department,  General  Electric  Company 
This  discussion  of  the  operation  of  the  electric  reversing  steel  mills  is  unique  in  that  it  is  based  on  tonnage 
production.  Since  the  current-limit  setting,  which  is  necessary  for  the  protection  of  the  equipment,  measures 
the  peak  load  capacity  of  the  drive  and  places  a  limitation  on  production,  a  very  careful  analysis  is  made  of 
the  speed-torque  characteristics  of  the  drive  as  affected  by  the  current  setting  when  rolling  the  several  passes 
required  to  break  down  an  ingot.  It  is  shown  that  an  increase  in  production  can  be  secured  with  less  than 
the  same  percentage  increase  in  first  cost  of  equipment.  This  fact  should  receive  most  careful  consideration. 
Originally,  this  article  was  presented  as  a  paper  before  the  1920  Annual  Convention  of  the  Association  of  Iron 
and  Steel  Electrical  Engineers  at  New  York  City. — Editor. 


Many  articles  have  been  written  bearing  on 
the  subject  of  the  electrically  driven  reversing 
mill  but  a  perusal  of  them  reveals  the  fact  that 
the  matter  of  tonnage,  so  important  to  the 
steel  mill  man,  has  been  given  almost  no  place 
in  them.  Interesting  installations  and  systems 
of  control,  having  as  their  object  the  protec- 
tion of  the  electrical  equipment  from  peak 
loads, have  been  described,  frequent  references 
have  been  made  to  the  power  consumed  in 
rolling  and  to  its  cost,  but  nowhere  has  the 
writer  found  that  we  have  squarely  faced  the 
question  of  tonnage,  the  real  issue  between 
the  steam  driven  and  the  electrically  driven 
mill.  Can  the  latter  produce,  at  a  reasonable 
cost,  a  tonnage  equal  to  or  greater  than  the 
steam  mill?  This  question  we  can  unquali- 
fiedly answer  in  the  affirmative,  as  is  proved 
by  the  records  of  some  of  the  mills  to  which 
reference  is  made  later.  From  the  stand- 
point of  production  the  electric  mill  has  many 
advantages  over  the  steam  mill,  chief  among 
which  is  the  extremely  small  loss  due  to  delays 
caused  by  the  drive  and  because  of  this  an 
electric  mill  of  the  same  hourly  capacity  will 
e.Kceed  the  steam  mill  in  monthly  or  yearly 
capacity.  However,  the  task  of  the  electric 
mill  is  not  an  easy  one  and  the  handicap 
which  the  steam  mill  has  over  its  competitor, 
due  to  the  lower  moment  of  inertia  of  its 
moving  parts,  must  not  be  treated  too  lightly. 

Obviously  the  principal  factor  which  affects 
the  hourly  capacity  of  a  mill  is  the  time  re- 
quired to  roll  an  ingot  without  exceeding  the 
capacity  of  the  drive  to  repeat  this  cycle 
indefinitely.  Consequently,  this  article  is 
devoted  largely  to  a  discussion  of  the  influence 
of  the  control  on  the  rolling  time,  partiai- 
larly  to  the  effect  of  limiting  the  maximum 
power  delivered  to  the  direct-current  motor 
driving  the  rolls.  As  we  are  concerned  only 
with  the  reversing  mill  proper,  it  is  assumed 
that  no  unnecessary'  delays  occur  in  the  manip- 
ulation of  the  steel  on  the  live  roll  tables,  in 
the  transfer  of  the  ingots  from  the  soaking  pits 


or  in  the  removal  of  the  finished  steel  from  the 
mill.  If  any  improvement  in  these  details  is 
possible,  no  time  should  be  lost  in  taking  the 
necessar}'  steps  whatever  the  type  of  drive 
used  for  the  main  rolls.  We  are  therefore 
assuming  that  the  mill  is  properly  tuned  up 
and  that  the  inter\-als  between  passes  are  the 
same  for  all  mills,  referring  briefly  later  to  some 
of  the  characteristics  of  the  different  types 
of  drives  which  tend  to  affect  this  inter\-al. 

The  time  required  to  roll  an  ingot,  assum- 
ing the  inten-al  between  passes  to  be  the 
same,  is  increased  directly  by  an  increase  in 
the  time  the  steel  is  under  the  rolls.  This  in 
turn  is  affected  by  the  speed  at  which  the  steel 
enters  the  rolls,  the  time  required  to  accelerate 
to  the  maximum  speed  after  the  steel  has 
entered,  the  maximum  speed  attainable, 
the  time  the  rolls  run  at  this  speed  during  the 
pass,  and  the  time  to  retard  the  mill  to  a 
proper  delivery  speed  at  the  end  of  the  pass. 
The  entering  speed  is  limited  largely  by  the 
section  of  the  steel,  the  design  of  the  rolls,  the 
draft,  etc.,  and  is  independent  of  the  drive. 
The  deliver^'  speed  should  be  as  high  as  is 
permissible  without  increasing  the  inten'al 
between  passes,  and  as  the  time  for  retarda- 
tion is  extremely  short  with  any  drive  it  may 
be  assumed  without  appreciable  error  to  be 
the  same  for  all.  This  leaves  only  the  time 
required  to  accelerate  after  the  steel  enters, 
the  maximum  speed,  and  the  time  of  rolling  at 
the  maximum  speed,  as  being  subject  to 
variations  due  to  the  speed-torque  character- 
istic of  the  drive. 

Before  entering  further  into  a  discussion  of 
the  subject,  the  writer  wishes  to  caution 
against  a  ven*  common  mistake  made  by 
engineers  when  discussing  reversing  mill 
problems.  We  frequently  hear  the  expression : 
"The  time  of  reversal."  This  should  not  be 
confounded  with  the  time  required  to 
accelerate.  If  the  word  "reversal"  or  the 
expression  "acceleration  and  retardation"  is 
used,  it  should  be  qualified  by  the  limiting 


ELECTRIC  MILL  CONSIDERED  FROM  THE  STANDPOINT  OF  TONNAGE      SS7 


speeds  between  which  the  reversal  or  accelera- 
tion and  retardation  takes  place,  e.g.,  from  90 
r.p.m,  forward  to  90  r.p.m,  reverse.  By 
simply  rocking  a  machine,  it  may  be  made  to 
reverse  many  times  a  minute;  and  yet  it  may 
be  extremely  slow  in  getting  up  to  speed  with 
steel  in  the  rolls. 

The  reversing  mill  was  first  driven  electri- 
cally abroad  where  the  requirements  of  the 
mills  are  very  different  from  those  in  America. 
In  general  the  rolls  are  larger  in  diameter,  their 
speeds  are  higher,  and  the  tonnages  are  very 
much  smaller  than  is  our  practice.  Naturally, 
therefore,  we  find  the  motors,  generators,  and 
controls  designed  to  meet  these  conditions 
rather  than  those  of  producing  the  maximum 
tonnage  from  the  mills  which  they  drive.  A 
complete  description  of  one  of  the  early 
German  electrically  driven  reversing  mills  is 
given  in  Stahl  und  Eisen,  January  23,  1907, 
from  which  the  following  short  description 
of  the  system  of  control  is  taken: 

"The  main  rolls  are  driven  by  three  direct- 
current  motors  direct  connected  to  the  mill 
and  connected  electrically  in  series  and 
supplied  from  an  Ilgner  Ward-Leonard  fly- 
wheel set  having  two  generators  designed  for 
.500  volts  each,  connected  in  series,  making  a 
total  of  1000  volts  applied  to  the  mill  motors. 
The  excitation  for  the  motors  and  generators 
is  obtained  from  a  small  exciter  motor- 
generator,  consisting  of  two  direct-current 
generators  driven  by  an  induction  motor.  One 
of  these  generators  serves  to  excite  the  shunt 
windings  of  the  generators  and  main  roll 
motors.  The  other  generator  of  the  exciter  set 
supplies  special  compound  windings  provided 
for  strengthening  the  fields  of  the  roll  motors 
as  their  loads  increase,  thereby  causing  a 
reduction  in  their  speed  and  thus  relieving  the 
generators  of  the  overloads  which  would 
otherwise  be  occasioned." 

In  America  conditions  are  very  different. 
Tonnage  is  usually  the  all  important  considera- 
tion and  a  fraction  of  a  second  per  pass  lost 
because  of  insufficient  capacity  in  the  drive, 
because  of  the  slowing  down  of  the  roll  motors 
due  to  special  windings  as  described  above,  or 
because  the  motors  are  prevented  by  any 
means  from  taking  the  peak  loads  required 
to  accelerate  properly  with  the  piece  in  the 
rolls,  will  cost  the  operator  (through  the  loss 
in  production)  many  times  the  few  dollars  he 
will  save  in  the  first  cost  of  the  equipment. 

That  reversing  mill  requirements  are  severe 
must  be  recognized,  and  the  machines  used  to 
drive  them  together  with  their  controls  must 
be  designed   to  meet   these   conditions  with 


sufficient  momentary  peak  load  capacity  to 
take  care  of  the  combined  acceleration  and 
rolling  load  of  each  pass,  and  with  sufficient 
continuous  capacity  to  roll  constanth^  at  the 
rate  necessary  to  produce  the  required  ton- 
nage. Because  of  the  confusion  which  now 
exists  due  to  the  different  methods  of  rating 
the  equipments  now  in  use,  it  is  imperative 
that  standard  specifications  be  prepared  to 
cover  reversing  mill  main  roll  drives.  That 
the  need  for  this  is  fully  appreciated  by  both 
the  manufacturers  and  the  operators  is 
evidenced  by  the  discussion  which  followed 
the  reading  of  the  paper,  "Standardization  of 
Ratings  of  Large  Rolling  Mill  Motors,"  pre- 
sented by  the  writer  at  the  12th  Annual  Con- 
vention of  the  Association  of  Iron  and  Steel 
Electrical  Engineers,  held  at  Baltimore  in 
September,  1918. 

There  is,  of  course,  a  limit  to  the  capacity 
of  any  drive;  and  the  characteristics  of 
electrical  equipment  are  such  that  unless  some 
automatic  means  is  provided  for  limiting  the 
power  of  the  roll  motors  a  careless  operator 
can  abuse  the  equipment.  Current-limit  con- 
trols have  been  developed  for  this  purpose, 
their  function  being  to  limit  the  current 
taken,  and,  therefore,  the  maximum  power 
developed  by  the  roll  motors  to  a  value  which 
they  and  their  generator  can  safely  carrv  at 
frequent  inter\'als.  The  current-limit  setting 
for  the  main  roll  motors  is  therefore  a  real 
indication  of  the  relative  peak  load  capacities 
of  two  eauipments  designed  for  the  same 
voltage.  This  limitation  of  current  taken  by 
the  roll  motors  should  not  be  confused  with 
the  control  of  the  induction  motor  driving  the 
flywheel  motor-generator  through  the  slip 
regulator.  As  time  is  required  for  the  current- 
limiting  device  to  function,  the  current  tends 
to  rise  above  the  \'alue  corresponding  to  the 
relay  setting,  but  the  peak  in  excess  of  the 
setting  is  of  such  short  duration  that  it  pro- 
duces little  effect  on  the  acceleration  of  the 
roll  motor.  The  effect  of  the  setting  of  the 
current-limit  relay  on  the  tonnage  produced 
in  the  mill,  and  the  importance  of  setting  it 
for  as  high  a  current  as  is  possible  can  be  very 
well  understood  by  a  brief  study  of  the  effect 
of  different  current-limit  settings  upon  the 
time  to  make  the  pass. 

For  the  purpose  of  comparison,  we  have 
assumed  the  mill  to  be  driven  by  a  motor  with 
the  current-limit  set  for  three  different  values 
(9.500,  8500,  and  7000  amp.),  the  potential  of 
the  generators  supplying  the  motors  being 
1200  volts  when  delivering  the  currents  for 
which  the  current-limit  relaj-s  are  adjusted. 


888     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


and  with  the  motor-generators  running  at  the 
minimum  speed  occurring  during  the  normal 
rolling  cj-cle.  Such  a  generator  or  generators 
will  develop  1450  to  1500  volts  when  running 
at  full  speed  and  carrying  no  load,  and  care 
must  be  taken  in  computing  the  horse  powers 


ZO         46  60         BO         100 

Rol'  Motor  ioeed  IPPM 

Fig.  1.      Speed-torque  Curves  of  a  Reversing  Mill  Motor  Corresponding  to 
Three  Current-limit  Settings,  and  Torques  Required  to  Roll  Three  Passes 


corresponding  to  any  specified  current-limit 
setting  that  only  the  voltage  delivered  by  the 
generators  when  delivering  these  currents  is 
used  and  not  the  running  light  voltage,  as  is 
frequently  done. 

^The  curves  in  Fig.  1  are  the  approximate 
speed-torque  curves  of  a  typical  reversing  mill 
motor  corresponding  to  these  three  current 
settings,  together  with  the  torques  required 
to  roll  three  of  the  passes  in  breaking  down 
an  ingot  22  by  24  inches  on  the  butt  end  and 
weighing  8100  lb.  to  an  8  by  S-inch  bloom  in 
15  passes.  These  passes  arc  the  first  pass 
after  the  ingot  has  been  squared  up,  referred 
to  later  as  pass  "a";  the  middle  pass  "b"; 
and  the  last  pass  "c." 


Now  if  the  mill  is  tomeetitstonnage'require- 
ments,  it  must  be  able  to  accelerate  rapidly 
after  the  steel  has  entered.  Of  the  motor 
torque  available  for  acceleration  after  the  steel 
has  entered,  we  have  only  that  which  is  in  ex- 
cess of  the  amount  required  to  roll  and  this 
decreases  at  a  much  greater 
rate  than  the  reduction  in 
current-limit  setting.  This 
is  clearly  shown  by  Fig.  2, 
from  which  it  will  be  seen 
that  although  the  8500- 
amp.  setting  is  only  133^2 
per  cent  less  than  the  9500- 
amp.  setting,  the  torque 
with  the  (S500-amp.  setting 
available  for  accelerating 
the  mill,  after  the  steel  has 
entered,  is  for  pass  "a" 
only  one-half  of  that  with 
the  9500-amp.  setting,  and 
for  pass  "b"  is  only  two- 
thirds  of  that  with  the 9500- 
amp.  setting.  This  differ- 
ence becomes  still  more  marked  as  the  current 
limit  is  further  reduced  until  wc  reach  the  7000- 
amp.  setting  for  which  there  is  no  torque  avail- 
able for  acceleration  after  the  pass  "a"  has 
entered,  although  the  7000-amp.  setting  is 
only  approximately  27  per  cent  below  the  9500- 
amp.  setting.  Also,  with  the  70()0-amp.  set- 
ting we  have  available  for  acceleration  after 
pass  "b"  enters  only  one-third  of  the  torque 
available  for  the  9500-amp.  setting.  At  this 
setting  the  pass  "a"  cannot  be  rolled  faster 
than  the  entering  speed,  and  the  speed 
during  pass  '"b"  can  increase  only  slightly 
above  the  entering  speed.  As  the  current 
limit  is  reduced  below  7000  amp.  it  becomes 
necessary  to  increase  the  number  of  passes 


Ik    SOOfiOO 


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0  20         40         60         80         la 

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Roll  Motor  SDft'SdFPM 


Fig.  2.     Speed-torque  Curve's  of  Fig.  1  Analyzed  with  Respect  to  the  Torques  Required  by  the 

Passes  Shown  in  Fig.  1 


ELECTRIC  MILL  CONSIDERED  FROM  THE  STANDPOINT  OF  TONNAGE      SSI) 


and  to  rearrange  the  rolling  cycle,  reducing 
the  drafts  of  some  of  the  passes  and  rolling 
others  at  the  speeds  at  which  the  steel  enters, 
the  efTect  of  which,  on  the  tonnage  output  of 
the  mill,  is  obvious. 

On  the  other  hand,  it  is  the  peak  load  as  de- 
termined by  the  current-limit  setting  and  not 
the  magnitude  of  the  torque  available  for  accel- 
eration ai,  ao,  as,  bi,  etc..  Fig.  2,  which  affects 
the  first  cost  of  the  equipment,  driving  the  mill, 
and  any  saving  in  first  cost  conditioned  upon  a 
limitation  of  the  current  below  the  value  re- 
quired to  roll,  with  a  reasonable  margin  avail- 
able for  acceleration  after  the  steel  enters,  is 
false  economy .  Furthermore ,  the  first  cost  is  af- 
fected by  the  continuous  as  well  as  the  momen- 
tary' peak  load  capacity.  Therefore,  the  per- 
centage increase  in  first  cost  will  often  be  less 
than  the  percentageincreaseinthecurrent-limit 
setting  which  this  increase  in  first  cost  buys. 
The  current-limit  setting  is,  therefore,  a  matter 
which  should  be  given  very  careful  considera- 
tion in  comparing  equipments  of  this  type. 

The  effect  of  the  current-limit  setting  on 
the  length  of  time  to  roll  can  be  determined 
mathematically  by  the  use  of  the  following 
formula?,  by  subdividing  the  roll  motor  torque 
cur\-e  into  two  parts;  the  portion  correspond- 
ing to  full  motor  field  and  that  corresponding 
to  weakened  motor  field. 

The  time  t  reauired  to  accelerate  from  a 
speed  So  to  5i  and  the  distance  traveled  D  bj- 
the  steel  during  this  time  can  be  determined 
by  the  following  formula: 

When  5o  and  Si  fall  within  the  full  motor 
field  portion  of  the  speed-torque  cur\'e: 
0.195  ir/?M5i- So) 


t- 


D  = 


Tr 


s,+t 


"-Li 


Where 

ll'i?^  =  Weight    in    pounds    times    radius    of 
gyration  in  feet  scuared,  of  the  revolv- 
ing parts  of  the  mill  and  drive. 
7^  =  Motor  torque  minus  load    torque;   ai, 

ao,  etc.,  Fig.  2. 
L  =  Distance    traveled    in    inches    for    one 

revolution  of  rolls. 
When  So  and  Si  fall  within  the  weakened 
motor  field  portion  of  the  speed-torque  curve: 


'4/ 


D  = 


A' 


A  (S,- So)  +  HP,  log. 


HP,  +  ASo-\ 


A- 


AS\-S\) 


HP,  +  AS,\ 
HPi.4(Si-S„)- 
HPi+Asol 


A 


^^'here 

K  =  0.00223  U'R- 

'ST.o 
//Pi  =  Maximum    horse    power    of    motor 

as    determined    by    the    current-limit 

setting. 
Ti  =  Torque  required  to  roll. 


-:x:::tj:;::::HI:  =  H  =  J:::::::;:: 

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_       -^s            -_       - 

=^~;; 

''  rttl"                                  L  n  11 1 1 

•0 

•  JO 

K     :;::::::::;::::^: :::::::::: 

'■^   ~             ~~                                                per  pas      J  tea    >-r    0/3                     ^     . 

::::::::::::  ::^:::-^---^ ---=;--- 

laoo      »oo      xoo     aooo       sooo     eooo       tooo       oooo      9oao      foooo 

Current  Limit  Settiifff  irt  Jlmper^s 

Fig.  3.     Curves  Showing  the  Increase  in  Time  Required 

to  Roll  Resulting  from  Lowering  the 

Current  Limit 


The  effect  of  lowering  the  current  limit  on 
the  time  required  to  roll  is  shown  by  the 
curves  in  Fig.  3,  which  are  based  on  rolling 
the  8  by  8-inch  bloom  from  the  22  by 
2-l:-inch  ingot  referred  to.  This  cur\'e  has  been 
extended  back  only  to  approximately  7000 
amp.  as  it  becomes  necessar\'  to  re-arrange 
the  passes,  increasing  the  number  and  reduc- 
ing the  drafts,  as  the  current  limit  is  reduced, 
and  thus  the  time  for  rolling  is  further  in- 
creased with  corresponding  reductions  in  ton- 
nage output.  The  cur\'e  shows  that  lowering 
the  current  limit  from  9.500  amp.  to  approxi- 
mately 7000  amp.  increases  the  average  time 
the  steel  is  in  the  rolls  by  approximately  XYi 
seconds  per  pass,  which  for  a  15-pass  cycle 
means  a  loss  of  22J^  seconds  per  ingot,  an 
amount  which  will  seriously  reduce  the  output 


HP VI  log. 


HP,+AsA 


TABLE  I 

Pass 

Approximate 
Current-limit 
Setting;  Amp. 

Maximum  Speed 

During  Pass; 

R.p.m. 

a 
a 
a 

9500 
8500 
7000 

53 
42 
10 

b 
b 
b 

9500 
8500 
7000 

67.5 

62 

52.5 

c 
c 
c 

9500 
8500 
7000 

124 

116.5 

104 

890     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  11 


of  any  mill  designed  for  large  or  moderately 
large  tonnage. 

It  is  recognized  that  the  rate  of  acceleration, 
and  therefore  the  time  of  rolling,  is  affected  by 
the  moment  of  inertia  of  the  revolving  parts, 
but     the    variations    in     modem     standard 


.  Second  intervats 


Fig.  4.     Speed-time  Curves  Taken  at  the  Trumbull  Mill 
Before  and  After  Changes  Were  Made  in  the  Control 


reversing  mill  drives  from  the  values  used  in  the 
preparation  of  the  curves  in  Fig.  3  will  produce 
no  material  changes  in  the  results  shown. 

It  is  also  interesting  to  note  the  effect  of  the 
variations  in  current  limit  on  the  maximum 
speed  attained  during  the  pass  as  given  in 
Table  I  on  preceding  page. 

Appreciation  of  the  im- 
portance of  tonnage  to 
American  operators  led  us 
to  adopt  the  shunt-wound 
motor  for  driving  reversing 
mills  in  preference  to  the 
compound-wound  motor  so 
generally  used  throughout 
Europe,  as  well  as  to  some 
extent  in  America.  The 
machines  are  designed  to 
commutate  large  currents, 
our  current  limits  being  set 
at  9500  amp.  and  higher 
for  1200-voIt  units.  The 
changes  in  the  field  fiux  of 
the  motors  and  generators 
have  been  carefully  stud- 
ied, and  the  control  so  de- 
signed as  to  take  maximum 
advantage  of  the  charac- 


rapid  acceleration  and  retardation  without  i 
the  least  interfering  with  the  complete  control 
of  the  speed  of  the  motors  for  rolling.  Special 
means  are  provided  for  forcing  the  generator 
and  motor  fields  to  act  quickly  during 
acceleration  and  retardation.  The  magnet 
yoke  as  well  as  the  pole  pieces  of  the  genera- 
tor fields  are  laminated  to  reduce  to  a  mini- 
mum the  eddy  currents  that  tend  to  reduce 
the  rate  of  acceleration  and  retardation. 
However,  in  spite  of  the  complexity  of  the 
problem  involved  in  the  control  of  these  large 
units,  the  system  of  control  as  finally  worked 
out  is  readily  maintained  by  the  plant 
electrical  department. 

It  is  essential  in  entering  any  new  field  of 
application  to  include  a  larger  factor  of  safety 
in  the  design  of  the  equipment  involved  than 
is  customary  in  established  fields;  and  after 
our  early  reversing  mill  equipments  had  been 
in  operation  a  short  time,  we  appreciated  that 
by  certain  minor  changes  in  the  control  we 
could  make  a  material  reduction  in  the  time 
required  to  accelerate  and  retard,  and  accord- 
ingly a  complete  series  of  tests  were  made  at 
the  works  of  the  Trumbull  Steel  Company 
with  this  in  view.  The  Trumbull  Mill  is  a 
36-inch  reversing  blooming  mill  driven  bv  a 
standard  6250-h.p.  (A.I.E.E.  rated;  5000- 
h.p.,  35  deg.)  50/120  r.p.m.  direct-current 
reversing  mill  motor,  having  a  maximum 
momcntar\^  capacity  of  17,000  h.p.  at  45 
r.p.m.  and  supplied  with  power  from  a  5400- 
kw.  (A.I.E.E.  rated;  4000-kw.,  35  deg.)  fly- 
wheel   motor-generator,    consisting    of    two 


tn.^J.ljlf . ._        •-    .._ 

iuiiJU\ru\jmnnnm\ftArTi\ftiu\AnnAfuiMimiajumA.'y^-  ■ 


.•vnTixvAnnr.. 


tss^— ,«l-■A-■.v^^^.,gk, 


\rr\  /w\/SA/' 


teristics  of  each  to  produce 


Fig.  S.     Typical  Speed-time  Curvea  of  a  Steam  Mill  and  an  Electric  Mill 


ELECTRIC  MILL  CONSIDERED  FROM  THE  STANDPOINT  OF  TONNAGE      891 


2700-kw.  A.I.E.E.  rated  direct-current  gener- 
ators and  a  50-ton  flywheel,  driven  by  a 
3750-h.p.  A.I.E.E.  rated  induction  motor. 
Tests  of  this  nature  of  necessity  require  a 
great  deal  of  time,  as  one  of  the  factors  in- 
volved is  commutation  and  inten.-als  of  several 
weeks  and  often  months  are  required  to  deter- 
mine with  any  degree  of  certainty  the  out- 
come of  any  change. 

Fig.  4  shows  curves  taken  on  the  Trumbull 
Mill  before  and  after  the  changes  were  made 
in  the  control.  In  order  to  avoid  the  intro- 
duction of  errors  due  to  variations  which 
would  unavoidably  occur  if  steel  were  being 
rolled  because  of  the  irregularities  in  draft, 
temperature,  etc.,  these  curves  were  taken 
without  steel  in  the  rolls. 

From  examination  of  the  curves  it  will  be 
found  that  the  time  required  to  reverse  from 
90  revolutions  forward  to  90  revolutions 
reverse  was  reduced  from  four  to  three 
seconds,  as  a  result  of  the  changes  which  were 
made  in  the  control.  Practically  all  of  this 
saving  was  made  during  the  accelerating  por- 
tion of  the  cycle,  approximately  one  second 
being  required  to  retard  in  either  case.  This 
reduction  in  acceleration  time  either  shortens 
the  time  required  for  the  mill  to  reach  a  given 
speed  or  makes  it  possible  for  the  rolls  to  reach 
a  higher  speed  during  the  pass,  both  of  which 
increase  the  average  speed  during  the  pass. 

These  results  compare  very  favorably  with 
those  obtainable  with  modern  steam  reversing 
engines  under  similar  conditions,  and  any 
slight  advantage  which  the  steam  engine  may 
have  over  the  electric  motor  in  the  rate  of 
acceleration,  as  shown  in  Fig.  4,  is  more  than 
offset  by  delays  due  to  slowing  down  and 
frequent  stalling  as  the  steel  enters  steam 
driven  mills.  This  difference  between  the 
steam  engine  and  the  shunt-wound  mill  motor 
is  clearly  shown  by  the  curves  in  Fig.  5, 
which  are  the  speed-time  curv^es  for  the 
Trumbull  Mill  and  a  modem  steam  mill. 
Note  that  it  is  approximately  one  second  after 
the  steel  enters  the  steam  mill  before  the  en- 
gine has  regained  the  speed  at  which  it  was 
running  when  the  steel  entered,  while  with  the 
electric  mill  there  is  no  drop  whatever,  as  is 
shown  by  the  Trumbull  curve.  It  is  here  that 
the  shunt-wound  differs  from  the  compound- 
wound  mill  motor,  the  latter  dropping  in 
speed  as  the  steel  enters  although  not  to  as 
great  an  extent  as  the  steam  engine.  These 
cur\^es  are  selected  to  illustrate  the  speed 
characteristics  of  the  two  types  of  drives 
rather  than  to  indicate  record  speeds. 


The  developmental  work  which  we  carried 
on  at  the  Trumbull  Mill,  resulting  in  increas- 
ing the  rate  of  acceleration  of  the  motor  be- 
yond the  contract  obligations,  we  feel  has 
fully  repaid  us  for  the  time  and  expense 
involved,  because  of  the  reduction  in  roll- 
ing time  and  consequent  increase  in  tonnage 
made  possible  by  it  as  evidenced  by  some 
of  the  remarkable  records  made  on  this 
mill.  The  Trumbull  Steel  Company  has 
rolled  one  22  by  20  by  60-inch  ingot 
weighing  6700  lb.  down  to  a  6%  by 
6^-inch  billet  in  11  passes  in  57  seconds 
and  has  rolled  57  of  these  ingots,  190  short 
tons,  to  the  same  final  section  in  one  hour, 
taking  13  passes  per  ingot  to  bring  about 
the  reduction. 

The  40-inch  blooming  mill  at  the  Sparrows 
Point  Works  of  the  Bethlehem  Steel  Com- 
pany is  driven  by  a  duplicate  of  the  equipment 
driving  the  36-inch  Trumbull  Mill,  except  that 
the  changes  necessarv'  to  bring  about  the 
results  shown  by  curve  "b,"  Fig.  4,  have  not 
been  made,  in  fact  the  control  is  the  same  as 
that  at  the  Trumbull  Mill  when  curve  "a," 
Fig.  4,  was  made.  The  Bethlehem  Steel  Com- 
pany has  rolled  one  23  by  43-inch  ingot  weigh- 
ing 16,500  lb.  to  a  slab  9  by  38  inches  in  one 
minute  and  twenty  seconds  and  to  a  bloom  8 
by  8  inches  in  two  minutes  and  fifteen  seconds, 
and  has  rolled  330  tons  of  10  by  40-inch  slabs 
in  one  hour,  and  198  tons  of  8  by  8-inch  blooms 
in  one  hour,  and  during  the  month  of  October 
this  mill  has  rolled  64,000  gross  tons  of  ingots 
to  blooms  and  slabs. 

These  curves  shown  in  Fig.  6  were  taken  on 
the  40-inch  blooming  mill  at  Sparrows  Point, 
curve  "a"  being  taken  while  rolling  slabs  5  b}^ 
28-inch  from  a  28  by  39-inch  ingot  weighing 
18,000  lb.  and  cur\'e  "b"  when  rolling  an  8 
by  8-inch  bloom  from  a  26  by  26-inch  ingot 
weighing  9100  lb. 

These  records  made  at  the  Trumbull 
Plant  and  at  the  Sparrows  Point  Works  of  the 
Bethlehem  Steel  Company  exceed  those  made 
by  any  other  electrically  driven  reversing 
blooming  mill  and  put  the  electric  mill  in  the 
class  with  the  steam  mill  from  the  standpoint 
of  tonnage.  Coupling  these  records  with  the 
advantages  of  the  electric  mill  over  the  steam 
mill  from  the  standpoint  of  lower  power  costs, 
lower  maintenance  cost,  greater  flexibility  of 
control,  etc.,  leaves  little  room  for  argument 
in  favor  of  the  steam  reversing  mill,  and  con- 
vinces us  that  it  is  now  as  out  of  date  as  the 
non-reversing  steam  mill  has  been  for  many 
years. 


S92     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


I'ig 


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S93 


Effect  of  Ultra-violet  Rays  on  the  Eye 


Dr.  C.  R.  Kindall,  vSurgeon  of  the  Bureau 
of  Mines,  has  issued  a  report  in  which  it  is 
stated  that  'M)  men  were  recently  viewing 
the  demonstration  of  a  new  portable  electric 
arc-welding  outfit  and  a  few  hours  later  17  of 
the  30  men  reported  to  the  doctor  for  treat- 
ment. They  were  suffering  from  traumatic 
conjunctivitis.  In  two  cases  the  pain  was 
very  severe  and  the  symptoms  were  similar 
to  those  of  iritis.  Morphine  had  to  be  ad- 
ministered to  afford  relief  from  pain.  Only 
two  men  of  the  30  were  not  affected  in  some 
way  from  this  exposure.  These  two  men  wore 
thick-lensed  orange-colored  glasses.  Several 
of  the  men  wore  orange-colored  glasses  with 
thin  lenses,  but  the  latter  were  not  heavy 
enough  to  afford  protection  against  an  ex- 
posure as  long  as  took  place.  The  distance 
of  the  eye  from  the  arc  also  influences  the 
possibility  of  injury. 

Conjunctivitis  is  an  inflammation  of  the 
conjunctiva;  the  conjunctiva  is  the  mucous 
membrane  covering  the  inside  of  the  eyelids 
and  part  of  the  eyeball.  Traumatic  con- 
junctivitis is  caused  by  foreign  bodies  in  the 
eye,  exposure  of  the  eyes  to  high  winds,  dust, 
smoke,  intense  light  from  electric  arc  lamps, 
and  from  electric  welding  apparatus.  In  the 
instance  mentioned  above,  the  inflammation 
was  due  to  the  ultra-violet  rays.  In  some 
cases  the  effect  is  so  severe  that,  in  addition 
to  conjunctivitis,  an  inflammation  of  the 
skin  similar  to  sunburn  is  produced. 

The  symptoms  of  conjunctivitis  caused  by 
intense  light  or  by  the  ultra-violet  rays  arc 
abnormal  intolerance  to  light,  excessive 
secretion  of  tears,  intense  smarting  of  the 
lid,  contraction  of  the  pupil,  sometimes 
swelling  of  the  lid,  and  small  ulcers  develop- 
ing on  the  eyeball  or  cornea.  Unless  properly 
treated  by  a  physician  immediately,  chronic 
inflammation  of  the  conjunctiva,  cornea,  iris, 
or  retina,  and  possibly  blindness,  may  result. 

Under  proper  treatment  most  cases  get 
well  in  a  few  days.  All  treatments  should  be 
under  the  direction  of  a  physician.  That 
usually  advised  is  to  place  ice  packs  on  the 
patient's  eyes  three  or  four  times  daily.    The 


pack  should  be  left  on  from  l.o  minutes  to  an 
hour.  The  eyes  should  be  irrigated  with 
normal  salt  solution  (a  teaspoonful  to  a 
quart  of  sterile  water)  or  a  saturated  solution 
of  boric  acid  several  times  daily.  If  there 
is  a  discharge  of  pus,  a  few  drops  of  a  25  per 
cent  solution  of  argyrol  or  a  5  per  cent  solu- 
tion of  protargol  should  be  placed  in  the  eyes 
three  to  six  times  daily.  The  patient  should 
be  confined  to  a  darkened  room  until  his 
condition  improves  in  order  to  avoid  com- 
plications. These  treatments  will  reduce  the 
swelling,  give  the  patient  comfort,  and 
prevent  the  development  of  chronic  con- 
junctivitis. In  severe  cases  it  may  be  neces- 
sary to  administer  morphine  to  relieve  the 
pain. 

All  of  the  eye  trouble  recounted  was  caused 
by  neglecting  to  observe  simple  and  well 
known  precautions.  The  glare  from  an 
intensely  bright  point  of  light  like  the  electric 
arc,  even  at  a  distance  of  20  or  30  ft.,  may 
prove  a  source  of  injury  to  many  eyes,  al- 
though at  this  distance  all  injurious  ultra- 
violet rays  would  be  absorbed  by  the  air. 

The  only  safeguard  against  glare  is  a  dark 
glass,  and  a  flashed  dark  ruby  glass  between 
two  pieces  of  emerald  green  glass  forms  a 
very  good  combination.  Blue  glass  should 
generally  be  avoided,  and  orange-colored 
glasses,  unless  very  dark,  will  not  sufficiently 
subdue  the  glare  of  a  strong  arc. 

At  every  plant  where  electric  arc-welding 
outfits  are  used,  there  should  be  an  adequate 
supply  of  these  glasses.  There  should  also 
be  on  hand  at  the  plant  dispensary  or  hos- 
pital a  supply  of  boric  acid,  sterilized  water, 
ordinary  table  salt,  argyrol  and  protargol  for 
immediate  use.  As  previously  mentioned, 
all  cases  of  traumatic  conjunctivitis,  caused 
by  exposure  to  bright  light  or  ultra-violet 
rays,  should  be  treated  under  the  direction 
of  a  physician. 

For  more  complete  discussion  of  eye  pro- 
tection from  injurious  rays  see  article  in 
General  Electric  Review  for  December, 
1918,  entitled  "Eye  Protection  in  Iron  Weld- 
ing Operations,"  by  W.  S.  Andrews. 


Addenda  to  article,"  A  Special  Form  of  Phosphoroscope,"  by  W.  S.  Andrews,  October  issue. 

Through  error  the  following  paragraph  was  omitted  from  the  article: 

The  general  features  of  this  phosphoroscope  are  described  in  a  paper  by  Dr.  Wallace  Goold 
Levison,  published  in  "Annals"  N.  Y.  Acad.  Sci.  XI,  N.  17,  pp.  401  to  403,  October  13,  1898. 


894     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


Automatic  Substation,  Sacramento  Northern 

Railroad* 

By  W.  H.  Evans 
Electrical  Engineer,  Sacramento  Northern  Railro.\d 

The  electrical  equipment  of  the  portable  automatic  railroad  substation  described  here  is  of  interest  not 
only  to  railroad  engineers  but  also  to  electrical  engineers  in  all  branches  of  the  profession  as  the  use  of  auto- 
matic apparatus  is  becoming  of  widespread  application. — Editor. 

Although  only  the  highest  type  of  ser\'ice 
can  well  be  tolerated  by  any  public  service 
compan^^  yet  there  must  be  certain  definite 
economical  relations  maintained  between  the 
cost  of  ser\'ice  and  the  results  gained.  If  the 
gain  in  service  is  not  achieved  economically 
the  ends  will  be  defeated.  If  a  gain  in  ser\-ice 
may  be  made  with  economy,  that  advantage 
will  be  taken.  In  the  case  in  point,  the  Sacra- 
mento Northern  Railroad  had  been  operating 
its  line  with  substations  normally  spaced  ten 
miles  apart.  However,  between  Sacramento 
and  the  first  substation  north,  there  were 
fourteen  miles  and  as  the  traffic  was  particu- 
larly heavy  there  the  voltage  conditions  were 
not  the  best.  The  results  were  slow  speed 
for  both  freight  and  passenger  trains,  and 
undue  heating  of  motors. 

GENERAL  FEATURES 

To  remedy  this  condition  it  was  decided  to 
install  at  a  point  about  5.6  miles  north  of 
Sacramento,  a  portable  automatic  substation 
which  our  figures  showed  could  be  installed 
for  something  less  than  $19,000,  whereasfeeder 
cable  to  produce  the  same  voltage  regulation 
would  have  cost  in  excess  of  $40,000. 

The  portable  substation  consists  brieflv  of  a 
300-kw.,  600-volt,  60-cyclc,  1200-r.p.rn.,  6- 
phase  synchronous  converter,  a  240-kv-a., 
2344/445-volt,  oil-insulated,  self-cooled,  3- 
phase  transformer,  together  with  the  neces- 
sary automatic  control  equipment.  All  of 
this  apparatus  is  installed  in  a  box  car  con- 
structed in  our  own  shops  from  an  SO,0()0-lb. 
capacity,  40-ft.  flat  car,  with  the  necessar\' 
siding  and  roof  added. 

Energy  is  delivered  to  the  railroad's  port- 
able substation  at  2300  volts,  3-phase,  from 
the  power  company's  OO.OOO-volt  to  2300-volt 
transformers,  which  are  located  on  a  concrete 
platform  and  with  the  pole-top  switches  and 
fuses  are  enclosed  by  a  high  wire  fence  for 
protection  against  trespassers. 

Since  the  substation  is  automatic,  normally 
the  doors  are  always  closed  and  locked,  and  in 
order  to  provide  ventilation,  louvers  were  let 

♦  Reprinted  with  changes  from  Journal  of  Electricity. 


into  both  sides  and  ends  of  the  car;  in  addition 
screened  openings  are  placed  in  the  floor  of 
the  car  for  further  ventilation. 

METHOD   OF  OPERATION 

It  may  be  of  interest  to  give  a  short  outline 
of  the  sequence  of  operations  which  takes 
place  in  automatically  starting  up  and  shutting 
down. 

Starting 

With  the  station  shut  down,  and  a  train 
coming  into  the  substation  zone  on  either  side, 
the  third  rail  voltage  is  gradually  lowered  until 
it  reaches  the  value  at  which  the  relays  in  the 
automatic  substation  are  set  to  govern 
starting. 

Relay  1  (Fig.  1)  is  a  contact-making  volt- 
meter which  is  adjustable  for  any  particular 
trolley  voltage  desired,  in  this  case  500  volts. 
In  connection  with  the  underload  relay  37, 
which  functions  to  shut  down  the  station, 
these  two  relays  are  the  primary-  control  in 
starting  and  stopping  the  station. 

Relay  1  closes  instantaneously  when  the 
voltage  drops  to  500  volts,  short  circuiting  the 
coil  of  relay  2  which  is  a  time-limit  circuit- 
opening  relay  whose  function  is  to  provide  a 
time  delay  in  starting  up  the  equipment  as  the 
low  voltage  conditions  appear,  because  obvi- 
ously a  momentary-  swing  below  500  volts 
should  not  be  permitted  to  start  up  the 
station;  the  time  setting  of  relay  2  can  be 
adjusted  to  suit  the  particular  conditions  at 
any  point. 

The  contacts  of  relay  2  arc  normally  closed 
when  the  station  is  not  rvmning.  When  relav 
1  operates,  closing  its  contacts,  relay  2,  after  a 
predetermined  time,  opens  its  contacts  and 
permits  the  coil  of  relay  3  to  be  energized. 
Relay  3  then  closes  its  contacts,  and  control 
current  from  the  5-kw.  auxiliary-control  trans- 
former is  admitted  to  the  control  circuits  of 
the  station.  A  circuit  is  then  established  from 
the  alternating-current  control  bus  through 
the  contacts  of  relay  27-X,  the  contacts  of 
relays  3  and  2(5,  operating  coil  of  relay  4, 
auxiliary  switch  on  circuit  breaker  and  hand- 


AUTOMATIC  SUBSTATION,  SACRAMENTO  NORTHERN  RAILROAD         895 


896     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


Fig.  2.      Converter  in  Background   is  Equipped  with  Flash  Bar- 
riers and  Motor  Operated  Brush  Lifters.     Automatic  Control 
Board  to  the  Right   and  Series  Resistances  to  the  Left 


Fig.   3. 


Transfurmer    End    of   Car    Showing    Arrangement    of 
Louvers  to  Assist  Rapid  Cooling 


Fig.    4.       Starting    Grids,     Running    Contactors    and     Motor 
Operated    Drum   Controller 


Fig.   5.      Near  View  of  240-kv-a.   Starting   Transformer.  Motor 
Operated  Oil  Breaker  and  5-kw.  Control  Transformer 


AUTOMATIC  SUBSTATION,  SACRAMENTO  NORTHERN  RAILROAD 


SO  7 


reset  switch  on  oil-switch  motor  mechanism 
back  to  control  bus.  The  closing  of  con- 
tactor 4  establishes  a  circuit  from  the  control 
bus  throujjh  one  of  its  contacts  to  segment  13 
on  the  controller,  then  to  segment  Hi  upper 
contact  of  auxiliary  switch  on  brush-raising 
device,  and  to  the  operating  coil  of  contactor 
()  and  back  to  the  control  bus. 

Operation  of  Controller 

Contactor  (i  closes  and  starts  the  motor 
driving  the  controller  which  is  very  similar  to 
the  ordinary  type  K  street-car  controller. 
Through  its  various  contact  fingers  and  seg- 
ments the  controller  establishes  the  necessary 
sequence  of  operation  of  the  various  switches 
for  starting  up  and  shutting  down  the  station, 
each  succeeding  step,  however,  being  checked 
electrically  by  means  of  various  relays  to 
insure  that  the  electrical  and  mechanical  con- 
ditions have  been  properly  fulfilled. 


ad\-ances  beyond  segment  15.  Segment  2  on 
the  controller  then  makes  contact,  completing 
a  circuit  through  the  contacts  of  the  relay  32 
and  the  operating  coil  of  contactor  10. 

Start  of  Converter 

The  starting  contactor  10  now  closes,  plac- 
ing reduced  voltage  from  the  transformer 
upon  the  slip  rings  of  the  converter,  which 
starts.  If  the  converter  has  come  up  to  syn- 
chronous speed  by  the  time  the  first  gap  in 
segment  16  is  reached,  a  circuit  is  established 
from  segment  14  through  the  contacts  of  13 
to  segment  20  and  thence  to  segment  IS  and 
the  operating  coil  of  contactor  G.  This  holds 
contactor  6  closed  until  the  gap  in  segment  16 
is  passed.  However,  if  the  converter  has 
not  come  up  to  speed  by  the  time  the  gap  in 
segment  16  is  reached  the  circuit  to  the 
operating  coil  of  contactor  6  is  broken  and  the 
controller  now  comes  to  rest  until  svnchro- 


M^^'^tmw 


E 


I 


Fig.  6.      The  Automatic  Railway  Substation   and  Its  Outdoor  Transformer  Installation 


Segment  1.")  on  the  controller  closes  the 
operating  coil  of  contactor  5  which  establishes 
a  circuit  through  one  of  its  contacts  to  seg- 
ment 1  on  the  controller  and  simultaneously 
completes  a  circuit  from  the  same  contact  to 
the  closing  circuit  of  the  oil-switch  motor 
mechanism. 

The  oil  switch  now  closes,  energizing  the 
power  transformer,  and  if  the  proper  alternat- 
ing-current voltage  exists  on  all  three  phases  of 
the  low  tension  side  relays  32  close.  These  re- 
lays are  so  connected  that  no  further  operation 
can  continue  unless  the  proper  phase  voltage 
exists.  Segment  14  on  the  controller  then 
makes  contact,  completing  a  circuit  through 
the  auxiliary  switch  on  the  oil  circuit  breaker, 
one  of  the  contacts  and  the  operating  coil  of  5. 
This  operation  thus  establishes  a  holding 
circuit  for  contactor  5  as  soon  as  the  controller 


nous  speed  on  the  converter  is  reached,  i.e., 
until  the  speed  control  switch  13  has  closed  its 
contacts. 

Segment  3  makes  contact,  closing  the  cir- 
cuit to  the  operating  coil  of  field  contactor  31. 
This  closes  and  connects  the  fields  of  the  con- 
verter to  the  2.50-volt  exciter  on  the  controller, 
thus  fixing  the  proper  polarity  on  the  con- 
verter, and  as  the  converter  is  brought  to  the 
proper  polarity,  the  polarized  relay  36  closes 
its  contacts.  Segment  3  then  breaks  contact, 
opening  contactor  31. 

Segment  4  makes  contact,  energizing  the 
operating  coil  of  full-field  contactor  14,  which 
closes  and  places  the  field  of  the  converter 
across  its  own  armature  for  self-excitation. 
The  field  contactors  31  and  14  are  mechani- 
cally interlocked  so  that  31  must  open  before 
14  can  close. 


898     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


Running  Conditions 

Segment  2  breaks  contact,  opening  the 
starting  contactor  10  and  segment  5  makes 
contact,  energizing  the  operating  coil  of  run- 
ning contactor  16  which  closes  and  puts 
full   alternating-current   voltage  on   the  slip 


Fig.  7.     60,000/2300-voIt  Transformers  Provided  with  External 

Separate  Pipes  for  Natural  Cooling  of  Oi).     They  are 

an  Unusual  Design 

rings  of  the  converter.  At  the  same  time  relay 
30  closes  due  to  the  establishment  of  full  volt- 
age across  the  armature  of  the  converter. 

Segment  2G  makes  contact,  establishing  a 
circuit  through  the  upper  contacts  of  the  limit 
switch  on  the  brush-raising  device  and  starts 
the  motor  of  this  device,  thus  lowering 
the  brushes  upon  the  converter.  If  the 
brushes  reach  their  lowest  position,  and  the 
lower  contact  of  the  auxiliary  switch  on  the 
brush-raising  device  is  closed  before  the 
controller  runs  off  the  second  gap  in  segment 
16,  a  circuit  is  established  from  segment  17 
through  thelowerauxiliar>-  switch  of  the  brush- 
raising  device  to  the  operating  coil  of  con- 
tactor 6,  thus  holding  6  closed  and  permitting 
the  controller  to  continue  to  revolve.  If  the 
controller  runs  off  segment  16  before  the 
brushes  are  in  their  lowest  position  the 
operating  coil  circuit  of  6  is  opened  and  the 
controller  stops  until  the  lower  auxiliar>' 
switch  on  the  brush-raising  device  closes  and 
completes  the  circuit  from  segment  17  de- 
scribed above.  These  steps  insure  that  the 
brushes  have  been  properly  lowered  upon 
the  converter. 

Segment  7  makes  contact,  giving  direct-cur- 
rent potential  to  segments  S,  9,  10  and  11. 
Segment  S  makes  contact,  establishing  a  cir- 
cuit through  the  contacts  of  polarized  relay 


36,  the  contacts  of  relay  30,  the  electrical 
interlock  on  contactor  16  and  the  operating 
coil  of  contactor  IS.  Contactor  IS  now  closes, 
connecting  the  converter  to  the  bus  through 
all  three  sections  of  the  load  limiting  resist- 
ance. The  converter  is  then  feeding  the  line 
through  the  total  series  resistance. 

Segment  9  makes  contact,  establishing  a 
circuit  through  the  operating  coil  of  con- 
tactor 21  and  the  contacts  of  relay  25  and,  if 
the  current  demand  is  below  the  overload  set- 
ting of  relay  25,  contactor  21  closes,  short 
circuiting  section  R-3  to  R-4  of  the  resistor. 

Taking  Load 

Segment  10  makes  contact,  establishing  a 
circuit  through  the  operating  coil  of  contactor 
20  and  the  contacts  of  relay  24  and,  if  the 
current  value  is  below  the  setting  of  relay  24, 
relay  20  closes,  short  circuiting  the  section  R-2 
to  R-3  of  the  resistor.  In  a  similar  manner, 
segment  11,  making  contact,  closes  a  circuit 
through  the  operating  coil  of  19  and  the  con- 
tacts of  relay  23,  thus  cutting  out  the  last 
section  of  resistance.  The  machine  is  now 
connected  directly  to  the  bus  and  delivering 
load.  During  the  last  several  operations  men- 
tioned above  after  contactor  IS  closed,  the 
contacts  of  relay  37  open  as  the  converter 
picks  up  load,  inserting  the  section  BC  of  the 
resistancein  series  with  thecontact-making  volt- 
meter 1 .  Simultaneously  thcvoltageonthe  bus 
has  been  broughtup  tonormal  but  thecontacts 
of  the  voltmeter  still  remain  closed  due  to  the 
resistance  BC  which  has  iust  been  inserted. 

Segment  17  breaks  contact,  opening  the  cir- 
cuit previously  established  through  the  lower 
contacts  of  the  brush-raising  device  and  the 
operating  coil  of  contactor  6,  the  latter 
opens  and  the  controller  comes  to  rest  at  the 
running  position,  being  stopped  immediately 
by  its  solenoid  brake. 

Shutting  Down 

When  the  load  demand  decreases  and 
reaches  the  setting  of  relay  37,  which  in  this 
case  is  adjusted  for  100  amperes,  the  contacts 
of  the  latter  close,  short  circuiting  section  BC 
of  the  resistance  in  the  coil  of  the  contact  mak- 
ing voltmeter  1,  causing  the  voltmeter  to  open 
its  contacts.  This  removes  the  short  circuit 
from  coil  of  relay  2,  closing  its  contacts  instan- 
taneously and  short  circuiting  coil  of  relay  3 
which  starts  to  open  its  contacts.  If  the  load 
does  not  increase  long  enough  for  2  to  reset 
at  any  time  during  the  setting  of  the  dash-pot 
on  relay  3,  the  lattcr's  contacts  open,  inter- 
rupting the  circuit  of  contactor  4.    Should  the 


AUTOMATIC  SUBSTATION,  SACRAMENTO  NORTHERN  RAILROAD         899 


load  increase  before  contacts  3  have  opened, 
37  would  open,  inserting  resistance  section  BC 
and  causing  the  voltmeter  to  make  contact. 
The  voltmeter  contacts  short  circuit  coil  of 
relay  2.  Contacts  of  relay  2  open  after  time 
delay  and  re-energize  3. 

After  3  has  opened,  contactor  4  opens,  inter- 
rupting two  circuits  simultaneously;  the  first 
being  the  alternating-current  supply  to  con- 
troller segment  13  and  the  other  direct-current 
circuit  including  the  operating  coil  of  contactor 
18.  The  holding  circuit  for  contactor  5  through 
segment  14,  the  auxiliary  switch  on  the  oil 
circuit  breaker  and  the  contacts  of  29  are 
broken  and  line  contactor  IS  and  control  con- 
tactor 5  now  open. 

The  opening  of  contactor  5  interrupts  the 
supply  to  segment  1  on  the  controller  and 
establishes  a  circuit  through  its  electrical  inter- 
lock to  segment  19.  Contactors  Ki  and  14 
open,  disconnecting  the  converter  from  the 
transformer  and  discharging  its  field  which  in 
turn  drops  relay  30  out. 

The  operating  coil  of  contactor  G  is  then 
energized  through  the  electrical  interlock  on 
contactor  5  and  segments  19  and  18.  The 
controller  motor  starts  and  contactors  19,  20 
and  21  open.  Segment  24  makes  contact, 
energizing  the  trip  circuit  of  the  oil  switch 
mechanism;  also  segment  25  makes  contact 
through  the  lower  limit  switch  on  the  brush- 
raising  device.  The  high  tension  line  is  now 
disconnected  from  the  transformer  de-energiz- 
ing relays  32  which  open,  and  the  brushes  are 
raised  from  the  commutator.  Segments  18 
and  19  break  contact,  and  the  controller  comes 
to  rest  at  the  off  position.  In  the  meantime 
the  motor  of  the  brush-raising  device  con- 
tinues to  operate  until  reaching  the  end  of  its 
travel  when  the  lower  limit  switch  is  opened, 
breaking  the  supply  to  the  motor.  As  the 
voltage  on  the  converter  armature  dies  down 
after  contactors  14  and  Ki  are  open,  relay  30 
also  opens,  and  the  station  is  completely  shut 
down. 

Protective  Features 

Direct-current  Overload. — Relays  23,  24  and 
25  are  calibrated  at  alternating-current  loads 
corresponding  to  direct-current  loads  of  900, 
1 200  and  1 500  amperes  and  upon  reaching  these 
successive  loads  the  series  resistance  of  0.15 
ohms,  0.25  ohms  and  0.35  ohms  are  inserted 
in  circuit  with  the  converter,  causing  a  reduc- 
tion in  the  trolley  voltage  supplied  to  the  third 
rail  and  consequently  reducing  the  ampere 
output  of  the  machine. 


Alternating-current  Overload. — ^Should  trou- 
ble develop  on  the  direct  current  side  of 
the  converter  inside  the  connection  of  the' 
load  limiting  resistance,  relays  2(1  are  ener- 
gized from  the  current  transformer  on  the  low 
tension  side  and  will  open  after  a  set  time 
and  shut  down  the  equipment.  Relays  26  are 
set  at  a  higher  value  than  relays  23,  24  and  25 
and  are  also  time-limit  opening.  This  time- 
limit  feature  allows  momentary  swings  to 
occur  without  shutting  down  the  machine. 
In  our  case  these  relays,  25,  24  and  23,  are 
instantaneous  circuit  opening  and  time-limit 
circuit  closing,  being  adjusted  to  close  at  3 
seconds  and  at  10  seconds  after  the  current  has 
fallen  to  a  certain  value  for  each  relay.  This 
time  delay  permits  of  the  acceleration  at  a  low 
voltage  of  heavy  trains  which  when  starting 
up  cause  the  resistance  to  come  in ;  and  when 
the  trains  have  accelerated  and  the  current 
demand  fallen  off,  the  time  setting  permits  of 
their  receiving  full  voltage  at  the  end  of  their 
accelerated  period. 

Additional  alternating  current  protection  is 
provided  by  relay  28  which  is  energized  from  a 
current  transformer  in  the  high  tension  wind- 
ing and  is  set  considerably  higher  than  the 
other  overload  devices.  When  this  relay 
operates,  the  coil  circuit  breaker  is  tripped 
open  and  with  it  the  hand-reset  switch,  thus 
completely  shutting  down  the  station.  The 
opening  of  the  hand-reset  switch  interrupts 
the  coil  circuit  of  contactor  4  and  simulta- 
neously with  it  the  opening  of  the  auxiliary 
switch  on  the  oil  circuit  breaker  interrupts 
the  holding  circuit  of  contactor  5.  The 
operation  of  either  of  these  devices  shuts 
down  the  equipment.  After  the  oil  circuit 
breaker  has  been  tripped  in  the  above  manner 
and  the  hand-reset  switch  opened,  the  station 
will  not  start  up  again  until  the  hand-reset 
switch  is  closed  by  the  inspector.  Con- 
sequently relays  28  are  set  very  high  and  are 
expected  to  operate  only  in  cases  of  severe 
trouble  where  the  attention  of  an  inspector 
would  be  necessary. 

Low  Voltage. — Relay  27  provides  the  alter- 
nating-current low  voltage  protection.  When 
low  voltage  occurs,  the  left  hand  contacts 
of  27  are  closed,  short  circuiting  the  coil  of 
27-X,  opening  it  and  interrupting  the  supply 
through  the  contacts  of  relay  3  to  the  coil  of 
contactor  4.  Relay  29,  in  a  certain  sense,  per- 
fonns  the  functions  of  an  alternating-current 
low-voltage  relay  whenever  the  converter  is 
running,  since,  should  the  alternating-current 
voltage  fall  too  much,  the  converter  would 


900     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


invert  and  supply  power  from  the  trolley  to 
the  alternating-current  system.  Reverse- 
current  relay  29  would  then  open,  inter- 
rupting the  holding  circuit  of  contactor  5, 
shutting  down  the  machine. 

Over  Speed. — Speed  limit  device  12  on  over 
speed  closes  the  circuit  of  the  shunt  trip  of  the 
direct-current  circuit  breaker.  When  this 
open^,  the  auxiliary  switch  on  the  circuit 
breaker  interrupts  the  supply  to  the  coil  of 
contactor  4  and  the  equipment  shuts  down. 
When  this  happens  it  must  be  hand  reset  by 
the  inspector. 

Under  Speed. — -The  speed  control  switch  13 
is  a  centrifugal  device,  the  contacts  of  which 
remain  open  until  approximate  synchronism 
is  reached. 

Sequence. — -The  sequence  of  events  is  fixed 
primarily  by  the  controller  but  in  addition  to 
this  there  are  electrical  interlocks  on  con- 
tactors 10  and  16,  as  well  as  the  holding  circuit 
of  contactor  5,  all  of  which  are  additional  safe- 
guards against  incorrect  sequence. 

Polarity. — The  250-volt  excitation  gen- 
rator,  direct-connected  to  the  motor  of  the 
controller,  fixes  the  polarity  of  the  converter, 
but  as  an  additional  precaution  the  polarized 
relay  36  must  be  energized  in  the  proper 
direction  before  allowing  line-contactor  IS  to 
close. 

Temperature. — -Should  the  load-limiting  re- 
sistance or  bearings  overheat  the  thermostats 
will  open,  de-energizing  relay  27  which,  when 
de-energized,  closes  the  left  hand  contacts 
of  27,  thus  shutting  down  the  equipment. 
The  thermostats  over  the  resistor  are  self- 
resetting  when  the  resistor  cools  off,  while 
those  on  the  bearings  of  the  converter  are  hand 
reset  and  require  the  attention  of  the  inspector 
before  the  converter  will  again  start. 

A  thermal  relay  is  provided  whose  rise  in 
temperature  is  proportional  to  the  heating  in 
the  converter  winding  and  in  case  of  a  long 
continued  overload  which  would  injure  the 
insulation,  this  relay  operates  and  shuts  down 
the  station.  This  relay  in  one  of  the 
illustrations  is  shown  mounted  on  a  small 
panel  sui)ported  on  the  resistor  grid  iron 
framework. 

The  thermal  element  is  the  fuse-like  object 
connected  in  one  phase  of  the  converter  trans- 
former secondary.  A  small  tube  containing 
a  volatile  liquid  connects  from  the  thermal 
element  to  the  relay  on  the  right — ^the  expan- 
sion of  the  liquid  under  heat  actuating  the 
relay  whose  contacts,  when  opened,  interrupt 
the  circuit  to  relay  27  and  shut  down  the 
station . 


Balanced  Polyphase  Voltage. — This  protec- 
tion is  provided  on  the  low  tension  side  of  the 
power  transformer  by  means  of  the  two  relays 
32  which  are  connected  across  different 
phases.  All  three  phases  of  the  power  trans- 
former must  be  excited  to  approximately 
normal  voltage,  otherwise  one  or  both  of 
these  relays  will  remain  open  and  prevent  the 
starting  contactor  10  from  closing. 

Position  oj  Converter  Brushes. — ^Proper  posi- 
tion of  these  brushes  is  assured  by  means  of  the 
auxiliary-  switch  on  the  brush-raising  device. 

The  con\'erter  is  equipped  with  flash 
barriers  which  completely  surround  the  brush 
holders  and  in  case  of  an  attempted  flash-over 
between  brushes  the  hot  metallic  vapors  are 
scooped  up  from  the  commutator  and  dis- 
sipated in  two  sections  of  wire  mesh.  The 
system  is  subjected  to  frequent  short  circuits 
between  the  third  rail  and  traffic  rail,  owing  to 
section -men  dropping  tamping  bars  across  the 
conductor  rail,  and  from  various  other  causes, 
so  that  flashovers  on  the  commutator  of  the 
motor-generator  sets  have  been  quite  fre- 
quent and  severe.  These  flash-overs  were 
usually  accompanied  by  a  spill-over  to  the 
pedestals  of  the  machines  and  it  has  been 
found  necessar\-  to  remove  the  grounds  from 
the  machine  frames  in  order  to  reduce  this 
spilling-over.  There  has  been,  during  five 
months'  operation  of  the  automatic  sub- 
station, what  was  evidently  a  severe  short 
circuit  on  the  third  rail  in  the  immediate 
vicinity  of  the  substation ;  the  flash  barriers  no 
doubt  took  care  of  the  resulting  flash-over  at 
the  commutator,  some  of  the  flash-screen 
metal  having  been  vaporized,  but  the  sub- 
station cleared  itself  and  when  the  writer 
visited  the  station  that  day  the  machine  was 
carrying  50  per  cent  overload  without  any 
evidence  of  the  flash-over  having  incon- 
venienced the  converter  as  far  as  normal 
operation  was  concerned.  It  was  evident, 
however,  that  a  spill-over  had  taken  place  to 
the  pedestal  of  the  machine.  These  spill-overs 
are  believed  to  be  due  to  the  inductive  kick 
occasioned  by  the  sudden  extreme  variation  in 
current  in  the  third  rail,  the  magnetic  effect  of 
which  accentuates  the  short  circuit  con- 
ditions on  the  machine  commutators.  In 
addition  to  removing  the  ground  from  the 
machine  frame  an  electrolytic  lightning  ar- 
rester has  been  connected  between  the  posi- 
tive of  the  machine  and  the  traftic  rail,  with 
the  belief  that  the  arrester  will  take  care  of 
any  extreme  inductive  kick  occurring  across 
the  converter  armature,  the  fields,  or  the 
series  resistors  of  the  machine. 


AUTOMATIC  SUBSTATION,  SACRAMENTO  NORTHERN  RAILROAD         901 


GENERAL  RESULTS  OF  OPERATION 

Our  experience  so  far  with  the  automatic 
control  seems  to  show  that  this  type  of  equip- 
ment is  particularly  advantageous  for  inter- 
urban  service.  The  cushion  of  resistance 
which  is  introduced  in  extremely  heavy 
demands  results  in  much  better  operation 
than  the  manually'  operated  stations,  in  that 
improper  handling  by  a  motorman  of  his 
train,  or  in  case  of  two  or  more  trains  pulling 
on  a  station,  does  not  result  in  opening  the 
station  breaker,  with  the  resultant  slowing 
down  of  trains  and  probability  of  again  pull- 
ing the  breaker  when  the  station  operator 
closes  his  switches.  With  automatic  control, 
there  is  no  breaker  to  open.  The  station 
simply  cuts  in  the  proper  resistance  which 
should  have  been  cut  in  on  the  train  by  the 
motorman  if  he  had  handled  his  train  prop- 
erly. The  voltage  to  the  train  is  thereby  cut 
down  and  a  lower  current  demand  follows; 
but  in  the  meantime  the  train  continues  to 
accelerate  under  this  reduced  current  and  in  a 
few  seconds  the  amperage  falls  to  a  value 
which  allows  the  resistance  contactors  to 
again  close,  short  circuiting  the  resistors  and 
delivering  full  voltage  to  the  trains. 

This  method  of  operation  naturally  results 
in  better  conditions  as  regards  flashing  at 
commutators  of  car  equipment  due  to  poor 
handling  of  trains,  as  the  station  resistance 
automatically  takes  care  of  any  such  defective 
train  operation.  For  those  interurban  lines 
which  operate  heavy  freight  trains  the  auto- 
matic control,  with  the  current-limiting  resis- 
tors and  particularly  in  combination  with  a 
200  per  cent  overload  characteristic  in  the 
converter  or  motor  generator  set,  is  partic- 
ularly fitted  for  handling  this  class  of  service. 

IMPROVED  OPERATION  

In  addition  to  the  large  saving  in  operators' 
wages  which  the  automatic  control  gives,  it 
also  provides  a  considerable  saving  in  eliminat- 
ing idle  running  of  a  substation  with  its 
attendant  running-light  losses.  Substation 
operators  are  instructed  to  cut  in  or  off  the 
line  either  at  defined  time  intervals  or  upon 
certain  current  and  voltage  indications  upon 
their  station  instruments,  but  we  are  aware 
that  even  under  these  regulations  there  is  a 
very  considerable  am.ount  of  idle  running. 
Under  automatic  control,  however,  running- 
light  losses  are  cut  to  a  minimum  as  the 
station  does  not  start  except  upon  a  predeter- 
mined demand  for  power  and  then  shuts 
down  when  this  demand  no  longer  exists. 
The  greater  the  interval  between  trains,  the 


larger  will  be  the  saving  of  energy  obtained 
through  the  elimination  of  running-light 
losses.  The  use  of  automatic  control  there- 
fore reduces  both  of  the  predominant  items 
in  the  total  cost  of  power,  i.e.,  the  energy 
charge  itself  and  the  item  of  substation  I 
wages.  Our  equipment  is  adjusted  so  that 
approximately  three  minutes  after  the  demand 
for  power  falls  below  100  ami:)cres,  the  station 
shuts  down,  this  three-minute  inter\'al  in  our 
case  being  sufficient  to  take  care  of  the  time 
consumed  by  a  train  in  the  substation  zone, 
coasting,  braking,  and  stopping.  The  station 
delivers  current  to  the  line  thirty  seconds  after 
relay  3  closes,  or  about  thirty-five  seconds 
after  the  demand  for  current  occurs,  there 
being  about  a  five-seconds  delay  in  the  action 
of  the  relay  2  to  provide  against  momentary 
swings  bringing  the  station  into  action. 

TROUBLE  EXPERIENCED 

This  station  will  be  regularly  inspected  at 
intervals  of  about  every  four  or  five  days,  this 
being  done  at  present  by  an  extra  operator 
who  also  spends  part  of  his  time  in  line  work 
and  affording  relief  to  other  station  operators. 
To  date  the  equipment  has  been  remarkably 
free  from  trouble,  our  main  difficulty  having 
been  loose  contacts  at  terminals  of  relays 
which  had  not  been  thoroughly  tightened  up 
and  were  shaken  loose  by  the  vibration  of  the 
car.  These  only  resulted  in  shutting  down 
the  station,  and  since  going  over  all  these 
contacts  thoroughly  there  has  been  no  further 
difficulty. 

In  addition  to  this  imit  the  railroad  has 
recently  ordered  another  similar  equipment 
to  be  installed  at  another  point  on  the  system 
where  present  substation  spacing  is  also  too 
great  and  voltage  conditions  poor.  This  addi- 
tional equipment  includes  a  converter  with 
high  reluctance  poles  which  is  expected  to  be 
practically  free  from  all  flash-overs  incident  to 
shorts  on  third  rail.  Cur\'e  drawing  meters 
will  be  provided  to  give  us  a  record  of  what 
is  taking  place  in  the  station.  In  addition 
the  relays  2.3,  24  and  25  will  be  controlled 
from  direct-current  shunts  instead  of  from 
alternating-current  transformers,  thus  pro- 
viding an  easier  means  of  adjusting  the  relay 
settings. 

The  company  has  in  operation  nine  manu- 
ally operated  stations,  in  four  of  which  the 
apparatus  is  located  in  a  building,  and  in  the 
other  five  in  a  portable  structure  similar  to  the 
automatic  equipment.  It  is  planned  to  pro- 
vide all  of  these  nine  stations  with  automatic 
control  and  probably  take  advantage  of  the 


902     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


portable  nature  of  five  of  them  to  shift  their 
relative  locations  so  as  to  provide  better 
regulation  over  the  system. 

This  unit  was  completely  installed  at  a  cost 
of  approximately  $18,500  including  the  electri- 
cal apparatus,  the  car  in  which  it  is  installed, 
the  protection  fence,  concrete  platform  for 
power  transformers,  and  spur  track  on  which 


the  car  is  mounted.  This  cost  does  not  include 
the  cost  of  the  60,000  2300-voIt  transformers 
and  open-air  type  switching  equipment  which 
the  power  company  provided. 

The  electrical  apparatus  used  in  this  auto- 
matic substation  was  designed  and  manu- 
factured by  the  General  Electric  Companv  of 
Schenectady,  New  York. 


Automatic  Substations  for  Alternating-current 
Railway  Signal  Power  Supply 

Part  I 

By  H.  M.  Jacobs 

Railway  Department,  General  Electric  Company 

This  article  is  the  first  of  two  which  describe  the  application  of  automatically  controlled  equipment  to 
railway  alternatmg-current  signal  substations  for  the  purpose  of  maintaining  an  effectively  continuous  supply 
ot  power  to  the  signals.  The  maximum  interruption  which  can  occur  in  case  the  regular  power  suoplv  fails 
vanes  with  the  type  of  system  employed  but  at  most  it  is  a  matter  of  only  a  few  seconds  before  the  reserve 
supply  IS  switched  into  operation.  The  present  article  deals  with  that  type  of  substation  in  which  the  reserve 
power  supply  is  a  secondary  commercial  source,  either  nearby  or  distant,  and  the  concluding  article  will  treat 
ot  the  equipment  used  in  the  substation  in  which  a  storage  battery  and  conyerting  apparatus  constitute  the 
reserve  supply. — Editor.  o     ft- 


So  much  publicity  has  been  given  to 
automatic  substations  for  electric  railways 
that  one  is  apt  incorrectly  to  consider  all 
automatic  substations,  especially  for  rail- 
way service,  of  this  class.  An'  automatic 
railway  substation  functions  with  the  direct- 
current  load  demand;  an  automatic  substation 
for  alternating-current  railway  signaHng  pro- 
vides against  outages  due  to  failure  of  power 
supply. 

The  rapid  and  efficient  handling  of  railroad 
traffic  depends  in  a  great  measure  on  the 
dependability  of  the  signaling  system.  The 
first  step  in  determining  the  responsibility  for 
an  accident  is  an  investigation  of  the  condi- 
tion of  the  signals.  It  is  therefore  of  extreme 
importance  that  the  power  for  operating  the 
signals  be  as  free  from  interruptions  as  pos- 
sible. 

Primary  or  storage  batteries  furnish  the 
power  for  signals  operating  on  direct  current. 
The  former  operate  over  long  periods  with- 
out renewals;  storage  batteries  of  the  proper 
ampere-hour  capacity  will  operate  several 
days  without  recharging.  As  long  as  these 
batteries  are  properly  maintained  there  is 
very  little  danger  of  signal  failures  due  to 
failure  of  power  supply. 

The  continuity  of  service  in  alternating- 
current    signaling    depends    directly    on    the 


continuity  of  the  source  of  supply.  Even  a 
temporary  failure  is  liable  to  cause  serious 
trouble.  When  the  engineer  on  the  "fiver" 
sees  a  signal  suddenly  go  to  "danger"  with- 
out having  received  a  "caution"  indication 
from  the  preceding  signal  he  does  not  know 
the  cause.  There  may  be  an  obstruction, 
a  washout,  a  broken  rail,  or  a  stalled  train  in 
the  block  ahead.  It  is  his  duty  to  stop  his 
train  as  quickly  as  possible;  and  in  doing  so  he 
causes  discomfiture  among  the  passengers  and 
may  flatten  every  wheel  on  his  train.  These 
and  many  other  considerations  make  it  im- 
perative that  ever\-  precaution  be  taken  to 
maintain  either  continuous  power  or  a  means 
for  cutting  in  a  reserve  source  in  the  shortest 
possible  time.  The  automatic  substation  was 
developed  to  meet  this  latter  condition  and 
eliminates  serious  time  delays  due  to  hand 
switching,  especially  at  night  when  certain 
attendants  are  off  duty. 

There  are  two  general  classes  of  automatic 
substations:  one  in  which  the  reser\-e  power  is 
a  second  commercial  source,  and  the  other  in 
which  the  reser\-e  power  is  derived  from  a 
storage  battery  through  converting  power  ap- 
paratus. The  first  class  is  again  subdivided 
according  to  whether  the  reserv-e  source  is  at 
the  same  location  or  at  some  distance  from 
the  preferred  source;  the  principle  of  opera- 


AUTOMATIC  SUBSTATIONS  FOR  A-C.  RAILWAY  SIGNAL  POWER  SUPPLY     903 


tion  is  the  same  in  either  case.  Where  both 
sources  are  at  the  same  location,  either  one 
may  feed  the  bus  to  which  the  feeders  are 
connected.  Where  the  sources  are  at  dif- 
ferent locations,  either  one  may  supply  a 
transmission  line  to  which  the  feeders  are 
connected;  in  other  words,  the  bus  becomes 
a  transmission  line. 

The  second  general  classification  of  auto- 
matic substations,  that  in  which  the  reserve 
power  is  obtained  through  apparatus  from 
a  storage  battery,  is  likewise  subdivided.  In 
one  case  the  apparatus  floats  continuously 
on  the  storage  battery,  and  in  the  other  case 
the  apparatus  remains  idle  until  a  power 
failure  occurs.  In  the  first  case  there  is  no 
interruption  in  service  when  failure  occurs, 
but  in  the  second  case  there  is  an  interruption 
for  the  period  of  time  required  for  the  appa- 
ratus to  start  and  switch  in.  Traffic  condi- 
tions determine  which  system  is  required. 

Only  the  first  general  classification  of  auto- 
matic substations  will  be  treated  in  this 
article. 

The  ordinary  transmission  line  carries  the 
bulk  of  the  transmitted  power  throughout 
its  whole  length.  A  transmission  line  for  sup- 
plying power  to  railway  signals  is  dift'erent. 
The  power  is  distributed  in  approximately 
equal  increments  to  every  signal  location,  and 
to  every  "interlocking"  or  signal  tower  con- 
trolling power-operated,  hand-controlled 
switches,  signals,  and  signal  devices  through- 
out its  length.  To  eliminate  interruptions 
due  to  prolonged  failure  of  power  supply, 
provision  is  made  for  supplying  the  line  from 
either  end.  With  power  available  at  both 
ends  of  a  line,  prolonged  outages  due  to  fail- 
ure of  the  main  source  are  eliminated  because 
the  line  may  be  connected  to  the  source  of 
supply  at  the  other  end.  Of  course  with 
manually  operated  substations,  the  signaling 
system  is  "  tied  up  "  and  all  trains  are  delayed 
until  this  connection  is  made.  The  greatest 
delays  usually  occur  at  night,  and  instances 
are  on  record  where  it  was  necessary  to  get  a 
man  out  of  bed  to  switch  in  the  auxiliary 
source,  causing  a  delay  of  over  half  an  hour. 

If  automatic  switching  equipment  is  added 
to  the  regular  equipment  of  a  manually  oper- 
ated substation,  the  delays  due  to  power 
failure  may  be  eliminated.  This  automatic 
equipment  consists  of  a  magnetically  oper- 
ated switch,  energized  from  a  potential  trans- 
former connected  to  the  local  source;  a  low- 
voltage  relay  to  connect  the  switch  to  the 
transformer,  the  relay  being  energized  from  a 
potential  transformer  connected  to  the  trans- 


mission line  side  of  the  magnetic  switch; 
indicating  lamps;  and  auxiliary  switches 
mechanically  operated  from  the  magnetic 
switch  to  seal  the  switch  closed  as  long  as 
power  is  available  from  the  local  source,  and 
to  connect  the  indicating  lamps. 


t—  I       I    Lightning 

hokeCoilsfl    i  1  I]   Arrester 

l3ion  FysCB  -J     S  ~^ 


Choke C 
Expub 


i\»rJS\      '•'       i  :* 


Current  Transfbrmer 


a  Oil  Circuit  Breaker 
""  Hand  Operated 


arvfmpersClcswJ 
When  Contactor  19  Closed 


Potentlol  ,      , 

Transformer  CwwC^D. 

mportont.- 

Piace  no  Fuaes  in 

Control  Circuits 

Choke  Coils 
Expulsron  Fuses  — ' 


,*- Power  Transformer 


Fig.  1. 


wiring  Diagram  for  a  Typical  Single-circuit, 
Single- phase  Automatic  Substation 


Fig.  1  is  a  simple  diagram  of  a  complete 
single-phase  automatic  substation  taking 
power  at  2200  volts  and  delivering  it  at  a 
higher  voltage.  The  source  and  the  delivery 
may  be  any  voltage ;  it  is  best  from  the  stand- 
point of  safety  and  economy  to  have  the  con- 
trol equipment  in  the  low-voltage  side.  If 
it  is  desired  to  transmit  at  the  same  voltage 
as  the  source  of  supply,  no  power  transformer 
is  necessary;  if  it  is  desired  to  transmit  at  a 
lower  voltage  than  the  source  of  supply,  the 
transformer  is  connected  ahead  of  the  hand- 
operated  oil  circuit  breaker. 

The  principle  of  operation  is  as  follows: 
There  are  two  duplicate  stations,  ^4  and  B, 
connected  to  the  opposite  ends  of  a  trans- 
mission line.  Assume  the  power  is  supplied 
from  station  B.  All  the  equipment  connected 
to  the  line  side  of  the  magnetically  operated 
contactor  switch  in  station  .4  is  thus  energized 
from  station  B.  The  low-voltage  relay  is 
energized  and  contacts  are  open  so  that  the 
closing  coil  of  the  contactor  switch  is  de- 
energized.     The  equipment  connected  to  the 


904     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


supply  side  of  the  contactor  in  station  A  is 
energized  from  the  local  supply.  The  green 
lamps  are  lighted  indicating  "local  power 
available. " 

When  the  power  supply  at  B  fails,  the 
following  action  takes  place  in  station  A: 
The  low-voltage  relay  is  de-energized  and 
the  contacts  close;  this  connects  the  closing 
coil  of  the  contactor  across  the  220-volt 
winding  of  the  operating  transformer.  The 
contactor  immediately  closes  and  restores 
energy  to  the  transmission  line.  The  con- 
tactor has  two  auxiliary  finger  contacts 
mechanically  connected  to  the  moving  ele- 
ment, so  that  when  the  contactor  is  closed 
they  make  contact.  One  of  these  bridges  the 
contacts  of  the  low-voltage  relay  so  that  it 
will  not  open  the  circuit  to  the  closing  (now 
holding)  coil  of  the  contactor  when  the  relay 
is  energized  from  the  local  -source  through 
the  contactor.  The  other  finger  contact 
closes  the  circuit  to  the  red  lamps.  With  both 
green  and  red  lamps  illuminated,  the  indi- 
cation is  "transmission  line  is  being  supplied 
from  local  source." 


SVtoy 
Ainmct«r 


Important.— 
PloonoFuMSIn 
ContnlClixulu 


1  Arresters 


Fig.  2.     wiring  Diagram  for  a  Typical  Single-circuit, 
Three-phase  Automatic  Substation 

If  it  is  desired  to  transfer  the  load  back  to 
station  5,  it  is  only  necessary  to  open  the  hand- 
operated  oil  circuit  breaker.  This  simulates 
a  failure  of  power  in  station  A ,  and  station  B 
will  immediately  cut  in  as  above  described. 


Should  a  short  circuit  or  overload  occur 
on  the  transmission  line,  the  oil  circuit 
breaker  will  be  tripped  out  by  the  action  of 
the  inverse  time-limit  overload  relay.  This 
of  course  will  de-energize  the  line  and  the 
other  station  will  be  cut  in  on  the  short  cir- 
cuit; the  oil  circuit  breaker  there  will  open. 
The  line  will  then  remain  dead  until  the 
fault  is  located,  the  line  sectionalizing  switches 
adjacent  to  the  fault  opened,  and  the  hand- 
operated  oil  circuit  breakers  closed  in  both 
stations.  The  unaffected  portions  of  the  line 
will  then  be  energized  from  the  adjacent 
station  (see  Fig.  10). 

A  three-phase  automatic  substation  is 
more  complicated.  The  reserve  station  must 
not  cut  in  when  only  one  phase  fails,  because 
the  two  unsynchronized  sources  would  be 
connected  together  single-phase.  Further- 
more, a  station  must  not  cut  in  unless  power 
is  available  on  all  three  phases.  If  it  should 
cut  in  single-phase,  only  one  third  of  the 
feeders  connected  to  the  transmission  line 
would  be  energized.  To  take  care  of  these 
conditions,  two  low-voltage  relays  energized 
from  separate  phases  are  connected  to  the 
transmission  line  side  of  the  contactor;  the 
closing  coil  circuit  is  connected  to  the  relay 
contacts  in  series,  so  that  both  relays  must 
be  de-energized  before  the  closing  coil  of  the 
contactor  can  be  energized.  The  closing  coil 
circuit  is  also  carried  through  the  contacts  of 
another  relay  which  is  energized  from  a  phase 
other  than  that  from  which  the  closing  coil  is 
energized.  The  contacts  on  this  relay  are 
arranged  differently  from  those  on  the  other 
two  relays  in  that  they  are  closed  only  when 
the  relay  is  energized.  Hence,  for  the  closing 
coil  to  become  energized  the  latter  relay  must 
be  energized  and  the  two  former  de-energized. 

The  arrangement  for  shunting  the  contacts 
of  the  two  low-voltage  relays,  and  for  con- 
necting the  red  indicating  lamps  is  the  same 
as  for  a  single-phase  station.  Provision  is 
made  for  reading  current  and  voltage  on  all 
three  phases,  and  two  inverse  time-limit  over- 
load relays  provide  polyphase  protection. 
Fig.  2  is  a  complete  wiring  diagram  of  a  three- 
phase  station. 

For  the  proper  functioning  of  all  automatic 
substations,  it  is  imperative  that  no  fuses  be 
placed  in  the  control  circuits,  especially  those 
including  the  relays  that  cause  a  station  or 
supply  source  to  cut  in. 

When  a  transmission  line  is  supplied  from 
one  end  only,  the  secondan.-  voltages  of  the 
various  feeders  may  be  kept  fairly  uniform 
by  the  use  of  taps  on  the  transformers  sup- 


AUTOMATIC  SUBSTATIONS  FOR  A-C.  RAILWAY  SIGNAL  POWER  SUPPLY     905 


plying  them.  This  permits  of  quite  a  heavy 
line  drop.  However,  a  transmission  line  ar- 
ranged for  supply  from  either  end  must  have 
a  very  small  line  drop  and  the  feeders  must 
not  be  connected  to  taps  on  their  individual 
transformers.  To  make  this  requirement 
clear,  assume  a  line  with  10  per  cent  drop 
supplied  from  a  source  at  either  end  10  per 
cent  above  normal.  The  feeder  adjacent  to 
the  preferred  source  will  be  connected  to  a 
minus  10  per  cent  tap  on  the  transformer. 
The  last  feeder  on  the  line  will  be  connected 
across  the  full  winding  of  its  supply  trans- 
former. The  voltage  of  these  two  feeders 
will  then  be  normal.  Now  suppose  the  trans- 
mission line  is  supplied  from  the  other  end. 
The  voltage  on  the  feeder  adjacent  thereto 
is  now  10  per  cent  above  normal.  The  volt- 
age at  the  other  end  of  the  line  is  then  normal, 
but  the  signal  apparatus,  being  connected  to 
the  minus  10  per  cent  tap  on  the  transformer, 
is  operating  at  a  voltage  10  per  cent  below 
normal.  The  difference  in  voltage  on  the 
signal  apparatus  at  the  ends  of  the  line  is 
therefore  20  per  cent,  whereas,  if  the  feeders 
had  not  been  connected  to  taps  on  the  trans- 
formers the  dffierence  would  only  have  been 
10  per  cent. 

As  has  already  been  pointed  out,  a  short- 
circuit  on  one  section  of  the  line  will  tie  up 
traffic  the  length  of  the  line  until  the  faulty 


section  is  located  and  cut  out.  Naturally 
the  shorter  the  line  the  smaller  is  the  zone 
of  disturbance  resulting  from  line  trouble. 
Hence,  from  the  standpoint  of  lessened  lia- 
bility to  disturbance  from  line  troubles,  and 
more   uniform   voltage   on   signal    apparatus 


">"LSM 


r 


■am 


y 


Fig.  3.      Automatic  Substation  for  Alternating-current  Railway 
Signaling,  Illinois  Central  Railroad,  Chicago,  111. 


Fig.  4.     General  Interior  View  Automatic  Substation 

for  Alternating-current  Railway  Signaling, 

Illinois  Central  Railroad.  Chicago,  111. 


Fig.   5.      Interior   View  Back  of  Switchboard  Automatic 

Substation  for  Alternating-current  Railway  Signaling, 

Illinois  Central  Railroad,  Chicago,  111. 


906     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


due  to  reduced  line  drop,  a  short  transmission 
line  between  two  available  sources  of  power 
is  advisable. 

Generally  speaking,  substations  should  be 
approximately  30  miles  apart.  The  distance 
will    depend    principally    upon    the    location 


ChoKeCoMs  - 
Red  Lamps 


RLIgWtning  H       I 
ArrestersLJ      | 


CnoKe  Coils 


Inverse  Time  Limit 
Overload  Relay 


Trip  Coi 


Contactor  shown 
n  open  position 


Additionoi  Feeders 
—  OS  desired 


Oil  Circuit  Breoker 
hand  Operated 
-4."C  NoL«  -  Mo  Po*er  Transformers 

required  wnen  Feeders.ond 

A    s,    I'  I     Ligntning    sources  are  some  voltage 
Choke  Coil3.»i   g    LJ  Arresters    if  Source  13  above  4400  wits. 

ano  Feeders  are  lower  voiwje 

Expulsion  Fuses*/    /     ^  place  transfonrwrset  Aano  B 

IF  Feeders  are  Higher  voltage 
than  eitHer  source. place  mna- 
Feeder  formers  at  c 

IF  Sources  one  not  soma  vol- 
tage ploce  trorsrormera  st  A 
or  B  to  mahe  control  at  Some 
voltage 

Fig.  6.      Wiring  Diagram  for  Single-phase,  Automatic  Substation. 

Two  Sources  and  One  or  More  Feeders  in 

One  Station.     Push  Button  Control 


of  reliable  sources  of  commercial  power  sup- 
ply and  upon  the  load.  Four-track  signaling 
requires  more  power  per  block  than  single 
or  double-track  signaling.  In  some  instances 
it  is  necessary  to  transmit  lOU  miles  or  more 
because  the  power  sources  at  intermediate 
points  are  not  reliable.  With  automatic  sub- 
stations installed,  power  may  be  taken  from 
some  of  these  more  or  less  unreliable  points 
because,  when  they  fail,  another  substation 
picks  up  the  load  immediately. 

This  brings  up  the  point  of  the  "interme- 
diate" substation,  or  what  may  more  prop- 
erly be  termed  a  "two-circuit"  substation. 
Ever>'  substation  except  those  at  the  extreme 
ends  are  two-circuit  substations.  They  feed 
power  when  called  upon  to  either  or  both 
adjacent  sections  of  the  line.  The  equip- 
ment per  circuit  is  essentially  the  same  as 
for  the  single-circuit  station  described.  The 
switchboard  panel  is  wide  enough  to  accom- 
modate the  api^aratus  for  both  circuits.  Only 
one  voltmeter  is  necessary.     Of  course  the 


protective  equipment  for  the  incoming  line 
is  the  same  as  for  a  single-circuit  substation. 
It  is  advisable,  however,  to  provide  a  set  of 
disconnecting  switches  in  each  circuit  be- 
tween the  switchboard  and  the  incoming  line. 
The  equipment  of  either  single  or  two-cir- 
cuit substations  occupies  comparatively  small 
space.  The  power  transformers  and  much 
of  the  protective  and  disconnecting  equip- 
ment may  be  placed  on  poles  or  on  a  platform 
outside  the  building.  The  remainder  of  the 
equipment  may  be  easily  placed  in  an  8  by 
lO-ft.  concrete  house  as  shown  in  Fig.  3-  The 
interior  arrangement  of  this  station  is  shown 
in  Figs.  4  and  5.  The  automatic  contactor 
stands  at  the  side  of  the  switchboard.  The 
current  and  potential  transformers  are  sup- 
ported on  the  switchboard  framework  and 
wall  braces.  The  operating  transformer  is 
on  the  rear  wall  near  the  ceiling.  Some  of 
the  protective  equipment  is  placed  inside  the 
building  and  is  mounted  on  the  rear  wall.  In 
this  station  power  is  received  and  transmitted 
at  the  same  voltage  (4400).  Since  this  in- 
stallation was  placed  in  ser\-ice  a  much  smaller 
contactor  has  been  developed  for  load^  up  to 
30  amperes  at  4400  volts.  This  is  approxi- 
mately 200  kv-a.  three-phase;  or  at  2200 
volts  three-phase  it  can  carr>'  a  100-kv-a. 
load.  For  a  three-phase  transmission  line 
50  miles  long  supplying  signal  lighting  and 

Emergency  Soorce 


1  Source 

^  Potentlot  Transformer 

Potential  |    [     ||  control  Relay 

Tronatformer 


Raiiwoy  Signal  FeeOer 

Fig.  7.     Partial  Wiring  Diagram  i'otherwiae  same  as  Fig.  6^  for 

Single-phase  Automatic  Substation.     Two  Sources  and  One 

or  More  Feeders  in  One  Station.     Relay  Control  Gives 

Preference  to  One  Source 


some  small  station  lighting,  "lO-kv-a.  is  con- 
sidered a  good  load,  so  that  this  new  device 
should  meet  practically  all  conditions  for 
4400  volts  and  below.  It  is  so  small  that  it 
can  be  mounted  on  a  pipe  framework  back 
of  the  switchboard. 


AUTOMATIC  SUBSTATIONS  FOR  A-C.  RAILWAY  SIGNAL  POWER  SUPPLY     907 


It  is  advisable,  though  not  absolutely  nec- 
essary, to  have  a  set  of  disconnecting  switches 
on  each  incoming  and  outgoing  circuit  inside 
the  station,  so  that  the  station  may  be  isolated 
for  inspection  and  repairs  without  the  neces- 
sity of  going  up  on  the  pole  or  platform  to  pull 
the  fuses. 

Up  to  this  point  the  discussion  has  been 
on  the  method  of  keeping  a  transmission  line 
energized  from  two  sources  of  supply  some 
distance  apart.  In  some  cases  energy  can  be 
obtained  at  only  one  location,  or  there  may 
be  certain  territory  having  congested  traffic 
where  it  is  important  to  have  energy  always 
available.  In  such  cases  it  is  advisable  to 
have  a  second  source  of  power,  if  it  can  be 
obtained,  and  a  means  of  quickly  changing 
from  one  to  the  other.  This  can  be  accom- 
plished by  automatic  equipment  essentially 
the  same  as  two  automatic  substations  com- 
bined into  one  equipment.  The  common  bus 
bears  the  same  relation  to  this  as  the  transmis- 
sion line  did  in  the  arrangement  just  described. 
Fig.  G  is  the  wiring  diagram  of  a  simple  single- 
phase  equipment.  There  are  no  hand-oper- 
ated oil  circuit  breakers  between  the  contac- 
tors and  the  expulsion  fuses.  Normally  closed 
push-button  switches  for  opening  the  circuit 
of  the  holding  coils  afford  a  means  of  opening 
the  contactors  when  it  is  desired  to  change  the 
operation  from  one  source  to  the  other.  It  is 
recommended  that  disconnecting  switches  be 
placed  between  each  contactor  and  bus  to 
afford  greater  safety  to  anyone  who  wishes  to 
inspect  or  repair  a  contactor. 


It  may  be  that  one  source  is  preferable  to 
the  other,  and  that  the  feeders  should  be  con- 
nected to  the  emergency  source  only  when 
there  is  no  power  available  on  the  preferred. 
This  can  be  taken  care  of  by  one  "preferen- 
tial" relay  in  place  of  the  two  push-button 


PrererenLiol  Source 


JJlfit 


Emergency  Source 


jm 


-AAAA/«-i 


JL 


PC' 


_l/  / 


Preferential 
Relay 


Feeder 
Fig.  9.      Wiring  Diagram  of  Simple  Automatic  Substation  Using 
4400-volt  Contactors,  Low-voltage  Relay  and 
Potential  Transformer 


switches.  The  relay  magnet  is  connected  to 
the  preferred  source,  and  when  energized  the 
relay  serves  to  connect  the  contactor  on  that 
source;  when  de-energized  it  cuts  off  this 
contactor  and  connects  the  contactor  on  the 
emergency  source.  Fig.  7  shows  the  wiring 
for  this  feature. 

A  much  simpler  form  of  automatic  sub- 
station, but  working  on  the  same  plan  as  that 
last  described,  consists  of  two  contactors 
recently    developed    for   use    as    an    outdoor 


Fig.  8.      4400-volt,  30-amp.  Contactor.      Holding  Coil  Takes  About 
1  to  IJj  Amperes  at  110  Volts 


90S     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


remote  control  switch,  together  with  a  control 
relay  and  potential  transformer.  The  devices 
are  so  small  and  compact  that  if  the  relay  and 
transformer  are  placed  in  a  waterproof  hous- 
ing the  whole  equipment  may  be  mounted  on 
one  pole  out  of  doors.  The  external  appear- 
ance of  the  contactor  and  arrangement  of  the 
contacts  is  shown  in  Fig.  8.  This  is  rated  30 
amperes  maximum  for  any  voltage  up  to 
and  including  4400,  three-phase.  The  upper 
part  of  the  case  contains  the  operating  mag- 
net and  its  potential  transformer.  Two  low- 
voltage  leads  are  brought  out  of  the  case  for 
connection  to  a  control  switch.  Fig.  9  is  a 
wiring  diagram  showing  how  this  equipment 
may   be  used   as   an   automatic    substation. 


terrupt  the  ser\-ice  at  either  sectionalizing 
point  because  the  local  load  is  connected  to 
the  line  through  the  other  switch,  each  portion 
of  the  line  being  fed  from  a  separate  station. 
This  arrangement  is  illustrated  by  Fig.  10. 

The  sectionalizing  switches  are  of  either 
the  oil  break  or  air  break  type.  All  live  parts 
of  the  former  are  enclosed,  and  are  therefore 
insulated  against  accidental  contact  by  the 
workmen.  However,  an  oil  break  switch 
requires  considerably  more  attention  than  an 
air  break  switch.  For  ordinary'  ser\"ice  where 
they  are  opened  infrequently  and  on  moder- 
ate loads,  and  the  climate  is  generally  dr\', 
it  is  recommended  that  the'  breakers  be  in- 
spected and  oil  tested  every  six  months.  ;  If 


Substation 
B 


Si:::^ 


To  Signal  Service 


Sz:€:=a;qff::::iQ;qS::; 

Faulty  Section 


Substation  A 


Fig.  10.     Simple  Diagram  Showing  Faulty  Section  of  Transmission  Line  Cut  Out 
and  the  System  Supplied  from  Adjacent  Substations 


This  is  simply  an  automatic  change-over 
equipment ;  no  provision  is  made  for  separate 
control  of  the  sources  of  supply  or  feeders 
and  no  line  protective  equipment  is  included. 
To  permit  of  inspection  and  repairs  on  a 
transmission  line  with  minimum  interference 
to  traffic,  it  is  the  practice  to  sectionalize  the 
line  at  many  points,  usually  at  each  signal 
location.  Two  sets  of  sectionalizing  switches 
are  installed  at  each  point,  and  the  trans- 
formers which  supply  the  local  signal  and 
lighting  load  are  connected  to  the  line  be- 
tween the  two  sets.  To  cut  out  a  faulty  sec- 
tion of  line  the  one  set  of  sectionalizing 
switches  at  each  location  adjacent  to  the 
faulty  section  is  opened.     This  does  not  in- 


the  puncture  voltage  is  below  22,000  volts 
between  1  inch  diameter  flat  disks  0.1  inch 
apart,  the  oil  should  be  replaced  by  oil  that 
meets  the  test.  If  the  climate  is  moist,  the 
inspection  and  tests  should  be  more  fre- 
quent. 

Air  break  switches  are  not  ordinarily 
recommended  for  opening  a  circuit  under  load. 
However,  the  normal  load  of  a  railway  signal 
transmission  line  is  so  small,  comparatively 
speaking,  that  air  break  switches  having  a 
large  breaking  distance  may  be  safely  used. 
They  must  be  of  rugged  construction  be- 
cause they  are  operated  by  means  of  a  long 
rod.  The  rod  should  have  a  weather  shield 
and  grounding  device. 


909 


The  Cooper  Hewitt  Quartz  Lamp  and 
Ultra-violet  Light 

By  L.  J.  BuTTOLPH 
Engineering  Department,  Cooper  Hewitt  Electric  Company 

The  principles  and  applications  of  the  glass-enclosed  Cooper  Hewitt  lamp  were  described  in  our  two 
preceding  issues.  This  lamp  is  of  low  intrinsic  brilliancy  and  finds  extensive  application  in  the  lighting  of 
industrial  plants  and  for  photographic  work.  The  Cooper  Hewitt  quartz  burner,  which  is  described  in  this 
article,  operates  at  a  much  higher  temperature,  and  hence  greater  intrinsic  brilliancy,  and  its  peculiarity  is 
the  richness  and  intensity  of  its  violet  and  ultra-violet  radiations.  These  ultra-violet  rays  are  screened  out 
by  ordinary  crown  glass,  but  are  transmitted  freely  by  quartz.  The  quartz  lamp  is  of  value  in  research  work, 
and  commercially  is  of  great  importance  in  photo  graphic  and  photo-chemical  processes  and  in  the  treatment 
of  parasitic  and  tubercular  skin  affections.  Its  therapeutic  effects  are  similar  to  those  of  X-rays  but  are 
less  severe. — Editor. 

The  increasing  importance  of  the  mer- 
cury arc  in  quartz  as  a  source  of  ultra-violet 
light  has  justified  a  stunmary  of  its  latest 
developments  and  a  compilation  of  some  of 
the  related  technical  data. 

Dr.  J.  C.  Pole  in  "Die  Quartz  Lamp,"  1914; 
W.  A.  D.  Evans  in  the  Trans.  I.  E.  S.,  and 
Dr.  E.  Weintraub  in  the  General  Electric 
Review,  1914,  have  detailed  the  early  de- 
velopment of  the  quartz  mercury  arc.  Bas- 
tian,  in  England,  and  Heraeus,  in  Germany, 


mediate  steps  of  glasses  of  increasing  coef- 
ficients of  expansion  to  a  glass  fused  directly 
to  a  metal  lead-in  wire  and  forming  with  it 
a  permanent  vacutim  tight  seal.  The  abil- 
ity of  this  glass-metal  seal  to  stand  high  tem- 
perature permitted  the  use  of  an  anode  elec- 
trode of  infusible  tungsten  instead  of  mer- 
cury. As  a  result  of  the  use  of  the  new  method 
of  sealing-in  a  greatly  simplified  quartz  burner 
was  developed  and  is  now  manufactured 
by  the  Cooper  Hewitt  Electric  Co. 


Fig.  1.     Cooper  Hewitt  Quartz  Lamp,  110  and  220volt  Direct-current  Burners 


contributed  to  the  development  of  the  first 
commercial  type  of  quartz  burner  which  was 
later  manufactured  in  the  United  States.  A 
burner  of  this  general  type  was  also  made  by 
the  Cooper  Hewitt  Electric  Co.  some  years 
ago.  These  burners  required  an  elaborate 
temperature  control  of  the  mercury  elec- 
trodes which  was  secured  in  one  case  by 
fins  of  metal  and  in  the  other  case  by  a  con- 
densing chamber  as  in  the  ordinary  low  pres- 
sure type  of  Cooper  Hewitt  lamp. 

The  first  radical  change  in  quartz  burner 
design  came  with  the  development  of  a 
means   of  connecting   quartz   through  inter- 


The  Cooper  Hewitt  quartz  burner  is  essen- 
tially a  vacutun  arc  in  a  fused  quartz  chamber. 
In  contrast  with  the  standard  glass-enclosed 
mercury  arc  the  quartz  burner  operates  at 
temperatures,  in  certain  parts  of  the  arc, 
which  approach  the  softening  temperature 
of  fused  quartz,  some  1400  C,  and  at  a 
mercury  vapor  pressure  even  above  atmos- 
pheric pressure.  At  this  pressure  and  tem- 
perature there  is  added  to  the  discontinuous 
spectnim  of  the  hmiinescent  mercury  vapor 
a  continuous  spectrum  because  of  its  incandes- 
cence. It  is  this  circtunstance  which  accounts 
for  a  shift  in  the  relative  radiation  intensity 


910     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


towards  the  longer  wave  lengths  with  increased 
energy  input.  This  is  in  contrast  with  Wein's 
displacement  law  for  common  incandescent 
light  sources. 

As  shown  in  Fig.  3,  the  quartz  mercury 
arc  starts  with  high  current  and  low  voltage 
when  the  burner  is  cold  and  the  vapor  pres- 
sure low.  As  the  temperature  rises  the  vapor 
pressure  and  the  voltage  follow  while  the 
current  drops.  Normal  operation  is  reached 
when  the  heat  radiated  from  the  burner 
equals  the  electrical  energy  input  and  the 
vapor  pressure  no  longer  rises.  This  point 
is  largely  determined  by  the  ventilation  of  the 
burner  and  by  the  room  temperature.  For  ex- 
ample, with  a  given  maximiun  burner  voltage. 


line  supply  voltage  to  a  quartz  arc  outfit. 
Any  increase  of  line  voltage  makes  little 
change  in  the  burner  voltage  because  of  the 
temperature  and  vapor  pressure  lag.  shown 
graphically  in  the  starting  characteristic 
cur\'e.  This  increase  of  voltage  at  first  only 
affects  the  current  through  the  series  resistance 
and  hence  through  the  burner  arc.  As  in  start- 
ing, with  the  temperature  increase  the  burner 
voltage  increases,  the  series  resistance  voltage 
decreases,  the  current  decreases  and  normal 
operation  is  resumed  at  a  higher  burner  voltage 
but  with  practically  the  original  current. 

The  radiation  of  the  Cooper  Hewitt  mer- 
cury vapor  arc  extends  from  the  extreme 
infra-red   to   the    region    of    1S.50   Angstrom 


Fig.  2.     Sectional  Drawing  of  Cooper  Hewitt  Quartz  Lamp 


determined  by  the  line  voltage,  the  current 
is  increased  by  cooling  the  burner.  For  this 
reason  the  Cooper  Hewitt  laboratory  outfit 
with  its  open  hood  and  excessive  ventilation 
requires  about  4.5  amperes  at  ISO  volts,  while 
the  standard  illuminating  outfit  with  an  en- 
closing glass  globe  has  a  current  consumjjtion 
of  approximately  .3.j  amperes.  As  the  arc 
changes  from  the  low  to  the  high  pressure 
condition  the  limiinous  arc  column  becomes 
concentrated  in  the  center  of  the  tube.  There 
is  then  some  thirty  volts  drop  per  inch  in  the 
arc  as  compared  with  one  and  one  third  volts 
in  the  mercury  arc  in  glass. 

Fig.  4  shows  the  "stationary"  volt  ampere 
characteristics  of  a  quartz  mercury  vapor 
arc.  The  significant  feature  is  the  steepness 
of  the  curve  for  voltages  above  100.  There 
is  a  range  of  some  SO  volts  over  which  the 
current  is  nearly  constant.  This  condition 
holds  only  for  temperature  equilibrium  at  the 
various  operating  wattages  along  the  curve. 
The  broken  lines  show  approximately  what 
happens  when  there  is  a  sudden  change  in  the 


units  in  the  ultra-\-iolet.  The  relative  spectral 
distribution  for  normal  operation  is  as  shown 
in  Figs.  .)  and  (>  where  the  principal  lines  have 
been  shown  of  lengths  proportional  to  their 
relative  radiant  energ\-. 

For  convenience  in  discussion  the  quartz 
mercury  arc  sjicctrum  will  be  considerd  as 
of  two  parts,  the  violet  and  ultra-violet  part 
extending  from  \SM)  to  4500  and  the  visible 
part  from  4500  to  7700. 

The  visible  part  of  the  spectrum  is  of 
unique  value  as  a  source  of  high  intensity 
monochromatic  light  for  polariscopic,  spec- 
troscopic, and  interferometer  work.  The 
radiation  from  4500  to  14.000,  one  third  of  all 
the  radiation  of  wave  length  less  than  14.000. 
is  largely  concentrated  in  a  close  pair  of  yel- 
low green  lines  at  5704  and  5791  and  a  green 
line  at  .5401.  In  addition  to  the  relatively 
high  radiant  intensity  of  the.se  lines  is  the 
significant  fact  that  they  lie  in  a  i^art  of  the 
spectrum  corresponding  to  nearly  maximum 
visibility  or  eye  sensibility.  These  lines  arc  so 
brilliant  that  for  most  purposes  they  may  be 


THE  COOPER  HEWITT  QUARTZ  LAMP  AND  ULTRA-VIOLET  LIGHT       911 


separated  by  refraction  through  a  prism  and 
used  directly.  Formulfe  for  filters  to  isolate 
any  of  these  lines  are  readily  found  in  the 
standard  handbooks.  For  example,  a  solu- 
tion of  eosin  dye  in  ethyl  alcohol  will  isolate 
5764  and  5790  while  a  double  cell  filter  of 
neodymium  ammonius  nitrate  and  potassium 
dichromate  will  isolate  54(5 1  which  is  one  of 
the  finest  monochromatic  light  sources  known. 
Wratten  filters  have  been  developed  especially 
for  use  with  the  mercury  arc  and  the  trans- 
missions of  three  of  these  filters  are  shown  on 
Fig.  5,  No.  22E2  isolating  57()4-9(),  No.  77 
isolating  5461,  and  No.  IcS  isolating  3650. 
There  is  also  a  Wratten  filter  to  isolate  4358, 
although  cobalt  blue  glass  and  a  solution  of 
quinine  sulphate  in  ethyl  alcohol  will  serve 
the  same  purpose. 

For  very  accurate  polarimetric  readings 
and  measurements  of  rotary  dispersion  the 
quartz  mercury  arc  is  unexcelled.  The 
best  practice  is  illustrated  in  the  Hilger  polari- 
meter  with  a  three-field  Lippich  system  to 
which  is  added  a  slit  on  the  polarizer  and  a 
direct  vision  dispersing  prism  in  the  analyzer 
eyepiece.  Interchangeable  dispersing  prisms 
transmitting  green,  blue  or  violet,  as  the  case 
may  be,  enable  rotary  dispersions  to  be 
quickly  detennined. 

The  Cooper  Hewitt  low  pressure  glass- 
enclosed  mercury  arc  and  various  forms  of 
Aron's  lamp  have  been  used  for  spectroscopic 
work,  for  lens  testing  and  for  the  study  of 


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Fig.  3.      Volt-ampere  Starting  Characteristics  of  a  220-' 
Cooper  Hewitt  Quartz  Lamp 


Fig.  4.      Volt-ampere  Stationary  Characteristic  of  a  220-volt 
Cooper  Hewitt  Quartz  Lamp 


polarized  light.  These,  however,  have  fallen 
short  in  that  they  have  either  a  low  intrinsic 
brilliancy  or  a  very  small  source.  The  quartz 
mercury  arc  provides  an  intrinsic  brilliancy  of 
some  fifteen  hundred  candles  per  square  inch 
as  contrasted  with  fifteen  for  the  low  pres- 
sure burner.  Furthermore  the  light  source  is 
equivalent  to  a  slit  source  one-fourth 
bythreeinchesinthe  1 10-voltburner 
and  six  inches  in  t  he  22()-volt  burner. 
The  utility  of  a  powerful  source 
of  mono-chromatic  light  for  inter- 
ferometry  is  increasing  with  the 
application  of  the  interferometer 
to  gas  analysis  and  to  the  testing 
of  solutions. 

While  designed  to  operate  in  a 
nearly  horizontal  position,  for  in- 
dustrial and  routine  laboratory  work 
the  burner  can  be  removed  from 
its  holder,  and  with  the  cathode 
chamber  clamped  in  a  laboratory 
support,  may  be  operated  in  a  ver- 
tical position  with  only  a  slight 
change  in  the  electrical  character- 
istics. In  general  when  operated 
out  of  the  hood  a  cup-like  shield 
should  be  placed  over  and  around 
the  ends  of  the  burner  to  decrease 
the  rate  of  heat  dissipation  and  to 
maintain  the  high  vapor  pressure 
characteristic  of  the  burner. 


912     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


THE  COOPER  HEWITT  QUARTZ  LAMP  AND  ULTRA-VIOLET  LIGHT       913 


914     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


It  is  vitally  important  when  working  with 
the  visible  spectrum  of  a  quartz  mercun,- 
arc  that  the  operator's  eyes  be  protected 
from  the  invisible  but  injurious  ultra-violet  rays 
by  interposing  a  sheet  of  ordinary  clear  glass. 

The  intensity  of  its  violet  and  ultra-vio- 
let parts  is  the  most  unique  quality  of  the 
quartz  mercury  arc  spectrum.  The  radia- 
tion of  a  wave  length  less  than  4500  repre- 
sents two  thirds  of  the  total  radiation  of  wave 
length  less  than  14,000  and  like  the  visible 
radiation  is  concentrated  in  a  few  spectral 
lines  of  high  intensity.  The  region  from  3000 
to  4000  while  transmitted  by  ordinary  glass 
lies  largely  outside  the  range  of  visibility.  It 
is  easily  detected  by  a  photographic  plate  and 
by  the  fluorescence  of  such  substances  as  wil- 
lemite.  This  part  of  the  ultra-violet  seems 
to  have  relatively  little  bacteriological  or 
therapeutic  effect.  It  is  however  of  great 
importance,  photographically  and  photochem- 
ically.  Its  effects  on  plant  life  are  very  similar 
to  those  of  intense  sunlight  and  are  being 
studied  for  possibilities  in  plant  growth  con- 
trol. The  photochemical  effects  while  not  so 
striking  as  in  the  more  extreme  spectrum,  are 
nevertheless  of  extreme  importance  in  the 
chemistry  of  plant  life,  the  formation  of  vege- 
table dyes,  and  the  fading  of  synthetic  ones. 

A  pair  of  especially  strong  lines  occur  at 
oC)riO-4,  one  at  3984  and  a  pair  at  404{)-7N. 
There  is  a  striking  coincidence  in  the  position 
of  these  lines  near  the  maximimi  of  photo- 
graphic sensitivity  as  well  as  in  the  position  of 
line  .5461  at  the  secondary  maximum  as  shown 
on  Figs.  5  and  6.  These  lines,  isolated  by 
cobalt  glass  filters  similar  to  Wratten  No.  IS 
but  of  higher  transmission,  have  been  used 
with  remarkable  success  for  invisible  signalling 
by  means  of  receivers  whose  fluorescence 
transforms  the  invisible  signal  light  to  a 
visible  light  in  the  blue.  The  light  of  these 
lines,  isolated  from  visible  light  in  the  same 
manner  as  for  signaling,  is  also  used  for  paint 
testing.  Certain  paint  pigments  instantly 
show  their  instability  by  a  visible  fluores- 
cence undoubtedly  accompanying  the  photo- 
chemical reaction,  which  in  time  changes  the 
composition  and  color  of  the  paint. 

The  region  from  2000  to  3000,  trans- 
mitted by  quartz,  but  not  by  ordinar\-  glass  as 
indicated  in  Fig.  cS,  is  unique  in  the  Cooper 
Hewitt  quartz  mercury  arc.  The  radiation 
in  this  region  is  ver\-  remarkable  for  its  pho- 
tochemical, therapeutic,  and  abiotic  effects. 
Its  application  as  a  catalyzer  in  gas  reactions, 
the  halogenation  of  organic  substances,  the 
deblooming  of  oils,   the   "ageing"  of  paint 


materials,  and  the  testing  of  dyes  are  a  few 
well  known  examples.  In  the  latter  case  it 
has  been  found  that  for  practical  working 
conditions,  the  mercury  arc  light  is  eight  to 
ten  times  as  effective  as  sunlight.  The 
application  of  the  ultra-violet  to  the  steriliza- 
tion of  liquids  is  limited  only  by  their  trans- 
missions. Water  sterilization  has  been  a  prac- 
tical process  for  some  time.  The  limitation  of 
milk  sterilization  is  its  opaqueness,  but  tur- 
bulent flow  in  a  thin  film  offers  a  solution 
of  the  problem.  There  are  immediate  pos- 
sibilities in  the  application  of  ultra-violet  to 
qualitative  analysis  and  to  factory-  control 
of  chemical  processes.  For  example,  it  is  now 
used  to  control  the  composition  of  the  tail- 
ings in  the  reduction  of  zinc  ores.  It  has  also 
been  used  for  the  routine  analysis  of  certain 
unsaturated  hydro-carbons  by  noting  the 
voliime  of  oxygen  or  of  halogen  absorbed. 

The  Finsen  light  was  one  of  the  first 
attempts  to  apply  ultra-violet  to  the  treat- 
ment of  disease.  It  is  of  value  in  parasitic 
and  tubercular  skin  diseases.  The  phys- 
iological effects  of  ultra-violet  are  more 
superficial  than  those  of  Roentgen  rays  and 
less  destructive  to  the  tissues.  They  are 
ver\'  similar  to  those  of  direct  sunlight  but 
much  more  intense.  The  methods  of  using 
a  quartz  burner  for  the  therapeutic  effects  of 
the  ultra-violet  are  similar  to  those  of  X-ray 
practice.  They  involve  placing  the  burner 
in  a  protective  hood  whose  position  is  univer- 
sally adjustable  and  providing  the  hood  with 
accessor^'  adapters  canying  suitable  dia- 
phragms and  screening  devices. 

Figs.  5  and  6  need  little  explanation. 
Transmissions  have  been  plotted  against  a 
wave-length  scale  for  crx'stalline  quartz,  water, 
Uviol  glass,  crown  glass,  and  certain  eye  pro- 
tective glasses  designated  by  their  trade 
names.  Three  representative  filters  are 
shown  from  the  so-called  Wratten  mercun,- 
monochromats.  The  relative  visibility  and 
photographic  sensitivity  curves  have  been 
plotted  and  the  relative  luminosity  and 
photographic  effect  cur\-es  for  any  source  of 
light  arc  then  the  continuous  product  of  these 
cur\-es  by  the  relative  radiant  power  of  that 
light  source.  For  sources  having  continuous 
spectra  these  curves  are  vcr>'  similar  to  the 
dominant  fonn  of  the  visibility  and  sensitivity 
curves.  For  a  line  spectral  source  the  relative 
liuninosities  and  photographic  effects  would 
then  be  represented  by  lines. 

A  change  in  the  relative  spectral  distri- 
bution of  radiant  power  in  the  mercur>-  arc 
spectrum  with  change  of-  power  input   has 


THE  COOPER  HEWITT  QUARTZ  LAMP  AND  ULTRA-VIOLET  LIGHT        &L5 


been  roughly  indicated  and  shows  a  shift 
towards  the  red  end  of  the  spectrum  due  to 
a  disproportionate  increase  in  the  tempera- 
ture of  the  quartz  tube  itself  and  of  the  tung- 
sten electrode.  For  line  spectra  no  simple 
relationship  corresponding  to  Wein's  dis- 
placement law  has  been  established. 

Fig.  ()  shows  the  reflectivities  of  a  few 
polished  metal  surfaces.  Mach's  magnalium 
alloy  with  its  peculiarly  high  reflectivity  is 
impractical  because  of  its  non-uniformity. 
Sam])les  of  apparently  the  same  composition 
and  polish  differ  very  widely  and,  in  general, 
show  very  much  lower  values  than  those 
indicated.  High  reflectivity  in  the  region  of 
2200  and  low  values  in  the  visible  spectrum 
is  the  unique  property  of  polished  silicon. 
The  quick  drop  below  2000  and  the  shape  of 
the  curve  suggests  the  possibility  of  sub- 
stances having  selective  reflectivity  and  little 
fluorescence  in  the  shorter  wave  lengths.  At 
present,  however,  polished  nickel  remains  the 
most  practical  reflecting  material  for  the 
ultra-violet. 

A  vast  amount  of  interesting  research 
remains  to  be  done  on  the  selective  nature  of 
the  various  ultra-violet  reactions.  Definite 
relationships  have  been  noted  between  cer- 
tain gas  reactions  and  the  selective  absorption 
of  the  reacting  gases  for  certain  portions  of 
the  ultra-violet  spectrum.  It  seems  probable 
that  for  every  distinct  type  of  photo-effect 
whether  chemical,  abiotic,  or  therapeutic, 
there  is  a  curve  analogous'  to  the  relative 
visibility  and  photographic  sensitivity  curves. 
More  exact  data  along  these  lines  would  be 
invaluable. 

Those  planning  to  do  research  work 
should  note  that  to  cover  the  spectrum  com- 
pletely the  mercury  arc  must  be  supplemented 
by  a  tungsten  or  titanium  arc  in  a  \-acuum 
and  in  quartz  which  will  give  a  fine-line  ultra- 
violet spectrum  of  low  intensity.  Experience 
has  shown  that  for  practical  work  the  high 
intensity  of  the  mercury  arc  lines  compen- 
sates for  the  gaps  in  the  spectrum  although 
maximum  efficiency  for  certain  photo- 
chemical reactions  may  make  some  qualifica- 
tion necessary. 

The  quartz  mercury  arc  as  ordinarily 
made  is  essentially  a  direct-current  device 
and  must  be  supplemented  by  a  rectifier  or 
motor-generator  set  to  adapt  it  to  use 
on  an  alternating  current.  It  is  however 
possible  to  make  the  quartz  burner  itself 
function  as  a  rectifier  and  an  alternating- 
current  quartz  arc  of  this  type  is  under  devel- 
opment. 


For  most  experimental  and  industrial 
purposes  the  users  devise  their  own  holders 
and  accessory  apparatus  for  use  with  the 
burner.  As  a  basis  for  these  special  opera- 
tions the  Cooper  Hewitt  Electric  Company 
manufactures    a    simple    but    effective    labo- 


^1^3:^ 


Fig.  7.     Laboratory  Outfit,  Cooper  Hewitt  Quartz  Lamp 


ratory  outfit,  shown  in  Fig.  7.  The  burner 
is  of  new  transparent  quartz  which  transmits 
the  ultra-violet  light  freely.  Although  quartz 
glass  will  stand  very  high  temperatures  and 
sudden  changes  of  temperature  it  is,  like  or- 
dinary glass,  very  fragile  and  must  be  han- 
dled with  care  and  kept  chemically  clean  of 
grease  and  dust.  The  aluminum  reflector 
and  hood  serves  as  a  support  for  the  burner 
and  holder  as  well  as  a  protection  to  the 
operator.  The  auxiliary  consists  of  a  react- 
ance coil  and  adjustable  resistance  enclosed 
in  a  ventilated  metal  case.  The  reactance, 
resistance,  and  burner  are  connected  in  series 
as  shown  in  the  wiring  diagram.  To  operate 
the  burner  outside  of  the  outfit  it  is  only 
necessary  to  extend  the  lead  wires  from  the 
binding  posts  on  the  top  of  the  hood  to  the 
burner  terminals.  Directions  for  the  instal- 
lation and  operation  of  the  laboratory  outfit 
are  contained  in  separate  instruction  books. 
The  one  additional  precaution  to  be  observed 


916     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


in  operating  a  burner  outside  of  the  regular 
outfit  is  to  keep  the  negative  or  cathode  end 
lower  than  the  positive  end. 

The  following  brief  bibliography  will,  in 
addition  to  the  standard  ph^'sico-chemical 
tables,  serve  as  a  guide  to  the  usual  methods  in 
ultra-violet  research,  to  some  of  the  original 
data,  and  to  more  extensive  bibliography  on 
the  subject: 

J.  C.  Pole,  "Die  Quartz  Lampe,"  1914. 

W.  A.  D.  Evans,  Trans.  I.E.S.  Vol.  X,  No.  9. 

E.  C.  C.  Balv,  Spectroscopy. 

R.  W.  Wood^  Physical  Optics. 

S.  E.  Sheppard,  Photo-chemistry. 

Theo.  L>TTian,  Spectroscopy  of  the  Extreme 

Ultra-violet. 
M.   Luckiesch,   Color  and  Its  Applications. 
Kuch  and  Retchinskv,  Ann.  der  Phys.   (4) 

20,563. 


VerhoefE  and  Bell,  "Pathological  Effects  of 

Radiant  Energy  on  the  Eye."    Proc.  Amer. 

Academv,  Vol.  .51. 
Bureau  of"  Standards,   Bulletin  T119,   "The 

Ultra-violet   and  Visible   Transm.ission   of 

Eye  Protective  Glasses." 
Bureau  of  Standards,  Bulletin  S330, "  Decrease 

in  Ultra-violet  and  Total  Radiation  with 

Usage  of  Quartz  Mercur\-  Vapor  Lamps." 
Eastman  Kodak  Co.  "  Wratten  Light  Filters." 
Rubens  and  Hagen,  Ann.  der  Phvsik.   1352, 

1900;  IS,  1,1902. 
E.     O.     Hurlburt, 

42,205-03  (1915) 
Bureau    of    Standards,    Bulletin    No.    S34 

"Spectrum    Lines    as    Light    Sources 

Polariscopic  Measurements." 
Bureau   of    Standards,    Bulletin    No.    T148, 

"The  Ultra-violet  and  Visible  Transmission 

of  Various  Colored  Glasses." 


Astrophysical     Journal 


m 


i 


A-SPECTBUM     OF  COOPEE    HEWfTT     QU*eTZ      f«eCUBY    ABC      LIGHT 

B-  SPECTEUM    'A'  APTEE     TEAN5MISSIOM     THEOUGH      OEDTJAEY      CEO^N     GLASS 


Fig.  8.      Spectrum  of  Mercury  Arc  Transmitted  Through  Crown  Glass  and  Through  Quartz 


917 


Step-by-step  Integration  of  Curve  Areas  of 
Phase  Significance 

CORRECT  AND  INCORRECT  METHODS 

By  Chas.  L.  Clarke 

Consulting  Engineering  Department,  General  Electric  Company 

Several  ordinate  rules  are  in  books  for  calculating  more  or  less  closely,  as  may  be  desired,  the  true  area 
of  an  irregular  plane  figure  or  curve,  such  as  the  mean-ordinate,  mid-ordinate,  trapezoidal,  Simpson  one  third 
and  three  eighths,  Durand,  and  Weddle  rules,  all  too  well  known  to  require  explanation  here.  Of  these  the 
first  three  mentioned  are,  in  principle,  applicable  with  practically  equal  accuracy,  if  rightly  used,  when  con- 
ditions of  a  problem  require  the  area  to  be  determined,  or  integrated,  separately  step-by-step  between  the 
successive  evenly-spaced  ordinates.  When,  however,  the  step-by-step  areas  of  the  total  area  of  a  curve  thus 
integrated  have  a  phase  relation  to  another  curve  or  curves,  these  elementary  areas  should  be  taken  as  con- 
centrated, or  located,  at  points  midway  between  their  respective  bounding  ordinates,  that  is,  at  the  mid-ordinate 
of  the  mid-ordinate  rule,  and  not  at  one  of  the  bounding  ordinates,  which  are  the  only  ordinates  of  the  mean- 
ordinate  rule  and  of  its  substantial  equivalent  the  trapezoidal  rule.  The  necessity  for  observing  this  pre- 
caution as  to  assumed  position  of  the  elementary  areas,  when  of  phase  significance,  is  pointed  out  and 
illustrated  by  examples  in  the  following  article. — Editor. 

of  a  definitely  related  fundamental  and  triple 
harmonic;  and  although  in  practice  the  wave 
shape  and  value  of  the  exciting  current  have  to 
be  determined,  we  shall  here  pre-assume  this  cur- 
rent, and  that  it  also  is  composed  of  a  definitely 
related  fundamental  and  triple  harmonic. 

Then  since  the  maximum  instantaneous 
values  of  current  and  magnetic  density  must 
be  in  phase,  and  the  latter  has  a  definitely 
known  mathematical  relation  to  the  voltage, 
we  are  able  correctly  to  calculate  the  phase 
angle  between  the  equivalent  sine  wa\'es  of 
voltage  and  current,  and  thus  find  the  true 
angle  of  hysteretic  lead,  and  can  also  de- 
termine the  corresponding  hysteresis  loop 
for  the  core  iron,  although  in  an  actual  case 
the  loop  must  be  known  beforehand. 

Next,  beginning  with  the  same  voltage  wave 
and  hysteresis  loop,  we  shall  calculate  from 
these  the  exciting  current  and  angle  of  hyster- 
etic lead  by  the  step-by-step  method,  intro- 
ducing, however,  the  error  before  referred  to  in 
handling  the  method,  and  thus  obtaining  an 
incorrect  result.  The  reason  for  the  error  and 
the  manner  to  avoid  it  will  then  be  dealt  with. 

Finally,  by  way  of  demonstration,  the 
current  and  angle  of  hysteretic  lead  will  be 
recalculated  by  the  step-by-step  method 
handle  in  the  correct  manner,  whereby  a 
result  for  the  angle  is  obtained  practically 
agreeing  with  the  true  angle  derived  in  the 
first  instance  by  precise  mathematical  means. 

MATHEMATICAL  SOLUTION 

For  the  sake  of  brevity  in  this  mathematical 
solution,  only  the  results  and  the  major  steps 
in  obtaining  them  are  given. 

Voltage 

Assume,  for  example,  an  impressed  voltage 
e  having  a  triple  harmonic  of  one  fifth  the 
amplittide  €,„  of  the  fundamental  and  in  phase 
therewith. 


Introduction 

The  purpose  of  this  article  is  to  direct 
attention  to  errors  that  are  bound  to  occur 
if  the  mean-ordinate  rule,  instead  of  the  mid- 
ordinate  rule,  is  used  in  progressively  integrat- 
ing uniform  step-by-step  areas  going  to  make 
up  the  whole  area  of  a  cur\'e,  when  such 
integration  bears  a  phase  significance  to 
other  related  curves. 

For  the  purpose  of  demonstrating  the 
incorrectness  of  using  the  mean-ordinate  rule 
in  such  a  case,  and  the  practical  accuracy  of 
results  obtained  by  applying  the  mid-ordinate 
rule,  a  convenient  example  is  afforded  in  the 
step-by-step  approximation  method  of  calcu- 
lating the  phase  angle  between  equivalent 
sine  waves  of  impressed  voltage  and  exciting 
current,*  in  a  transformer  primary,  and 
therefrom  determining  the  angle  of  hysteretic 
lead  of  current  phase  (hysteretic  angle  of 
advance),  or  phase  position  ahead  of  the 
90-degree  lag  behind  the  voltage  that  the 
current  would  have  were  there  no  con- 
sumption of  energy  by  hysteresis,  and  thus 
no  power  required  from  the  circuit  to  stipply 
this  energy.  The  phase  relation  between  the 
equivalent  waves  is  determined  from  the 
known  hysteresis  loop  for  the  iron  used  in  the 
core,  and  the  known  effective  value  and  wave 
shape  of  the  primary  impressed  voltage. 

To  demonstrate  the  nature  of  the  error  and 
how  to  avoid  it,  we  shall  first  consider  a  case 
in  which  the  impressed  voltage  is  assumed  to 
be  a  distorted  wave  composed,  for  example, 

*  A  sine  wave  of  voltage  or  current  that  has  the  same  effective 
value  and  frequency  as  a  wave  of  other  form  is  the  "equivalent 
sine  wave"  of  the  latter,  and  is  capable  of  the  same  effect. 
Waves  of  voltage  and  current  of  different  form  in  a  circuit  have 
no  definite  phase  relation,  but  their  equivalent  sine  waves  may 
have  a  fixed  phase  relation  which  must  be  such  that  the  waves 
together  represent  the  same  average  power  as  the  actual  waves. 

In  this  article  the  "exciting  current"  does  not  include  that 
component  of  the  primary  exciting  current  that  may  be  called 
for  by  eddy  currents  set  up  in  the  transformer  structure,  but  is 
limited  to  that  part  of  the  primary  current  required  to  produce 
the  magnetic  cycle  in  the  core,  composed  of  the  magnetizing 
current  and  hysteresis  current. 


91S     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


The  equation  for  instantaneous  values  is 


< 


The   relative 
given  by 


sin  a  —  T  sin  3  a 


instantaneous  values   er   are 


) 


(1) 


-( 


stn  a  —  —  sin  3  a 
o 


) 


(2) 


in  which  g  is  a  constant  of  any  convenient 
value  greater  than  zero  and  less  than  infinity; 
which  means  that  the  wave  shape  of  relative 
values  may  be  plotted  to  any  desired  scale. 

The  vakies  of  Cr  corresponding  to  the  time 
angle  a  for  each  five  degrees  of  a  half-cycle 
between  zero  values  of  voltage  are  given  in 
column  (2)  of  Table  I.* 

*  All  the  calculations  in  this  article  have  been  carried  out  to 
more  decimal  places  than  are  given  in  numerical  coefficients 
in  the  equations,  or  written  in  the  tables. 


Squaring  (1),  multiplying  through  by  da 
and  integrating  between  the  limits  zero  and 
IT,  we  obtain 


average  e-  =  E-  =  e- 

from  which 

em  =  1.3S6S£ 
and  from  (1)  and  (3) 


<i) 


e=1.3S6S£ 


( 


1     .    ., 
sin  a  —  —  sin  3  a 


) 


(3) 


(4) 


in  which  E  is  the  effective  value  of  the  actual 
voltage  wave,  which  must  also  be  the  effective 
value  of  the  equivalent  sine  ivave. 

The  values  of  c  corresponding  to  a  for  each 
five  degrees  of  the  half-cycle  are  given  in 
column  (3)  of  Table  I. 


TABLE  I 


(1) 

(2) 

(3) 

(4) 

(5) 

(6) 

(7) 

Degrees 

a 

er 

e 

B 

i 

/ 

P 

0 

0.0000  g 

0.0000  E 

-1.0000  Bmai. 

-1.5865/ 

- 1.5865 /n  I 

0.0000  IE 

5 

0.0354  g 

0.0419  E 

10 

0.0736  g 

0.1021  £ 

-0.9933  Bmax. 

-1.5231  / 

-1.5231  In/ 1 

-0.1556 /£ 

15 

0.1174  g 

0.1628  £ 

20 

0.1688  g 

0.2341  £ 

-0.9711  Bmax. 

-1.3320/ 

-1..3320/n  7 

-0.31 18 /£ 

25 

0.2294  g 

0.3182  £ 

30 

0.3000  g 

0.4160  £ 

-0.9279  Bmax. 

-1.0312/ 

-1.0312  In,  I 

-0.4290  IE 

35 

0.3804  g 

0.5275  £ 

40 

0.4696  g 

0.6512  £ 

-0.8565  Bmax. 

-0.6608/ 

-0.6608 /n/ 

-0.4303  IE 

45 
50 

aeii^l- 

0.7845  £ 
,    0.9236  £ 

-0.7506  Bmax. 

-0.2731  / 

-0.2731  In/l 

-0.2522  IE 

55 

0.7674  g 

nil  1. 0642  £ 

60 

0.8660  g 

1.2010  £ 

-0.6071  Bmax. 

+0.0798  / 

+0.0798  In/l 

+0.0959  IE 

65 

0.9581  g 

1.3286  £ 

70 

1 .0397  g 

1.4418  £ 

-0.4283  Bmax. 

+0.3584  / 

+0.3584  In/l 

+0.5167  IE 

75 

1.1073  g 

1.53.56  £ 

80 

1.1.580  g 

1.6059  £ 

-0.2218  Bmax. 

+0.5446  / 

+0.5446  In  I 

+0.8746  IE 

85 

1.1894  g 

1.6494  £ 

90 

1 .2000  g 

1.6641  £ 

0.0000  Bmax. 

+0.6451  / 

+0.6451  Inl 

+  1.0736 /£ 

95 

1.1894  g 

1.6494  £ 

100 

1.1,580  g 

1.60,59  £ 

+  0.2218  Bmax. 

+0.6878  / 

+0.6878  In  I 

+  1.1045 /£ 

105 

1.1073  g 

1 .5356  £ 

110 

1.0397  g 

1.4418  £ 

+0.4283  Bmax. 

+0.7123/ 

+0.7123 /m  7 

+  1.0269 /£ 

115 

0.9,581  g 

1.3286  £ 

120 

0.8660  g 

1.2010  £ 

+  0.6071  Bmax. 

+0.7582  / 

+0.7582  In  I 

+0.9106 /£ 

125 

0.7674  g 

1 .0642  E 

130 

0.6660  g 

0.9236  £ 

+  0.7506  Bmax. 

+0.8531  / 

+0.8531  In  I 

+0.7879  IE 

1.^5 

0.5657  g 

0.7845  £ 

140 

0.4696  g 

0.6512  £ 

+0.8565  Bmax. 

+  1.0035/ 

+  1.0035  In  I 

+0.6534  IE 

145 

0.3804  g 

0.5275  £ 

150 

0.3000  g 

0.4160  £ 

+  0.9279  Bmax. 

+  1.1925  / 

+  1.1925  111  I 

+0.4961  IE 

155 

0.2294  g 

0.3182  £ 

160 

0.1688  g 

0.2341  £ 

+0.9711  Bmax. 

+  1.3836/ 

+  1.3836 /n  7 

+0.3239  IE 

165 

0.1174  g 

0.1628  £ 

170 

0.0736  g 

0.1021  £ 

+  0.9933  Bmax. 

+  1.5299  / 

+  1.5299 /n  7 

+0.1562  IE 

175 

0.0354  g 

0.0419  £ 

180 

0.0000  g 

0.0000  E 

+  1.0000  Bmax. 

+  1.5865/ 

+  1.5865/(1// 

0.0000 /£ 

True  av.  e  =  0.8240  £  True  av.  i  =0.8971  /  Truecff.  i=/  True  av.  p  =  />  =0.3579 /£ 


STEP-BY-STEP  INTEGRATION  OF  CURVE  AREAS  OF  PHASE  SIGNIFICANCE     919 


Similarly,  from  equation  (2), 
average  ^>  =  g"l  ;5^  I 


from  which 


effective  gr  =  0.72 11  g 


(5) 


Magnetism 

The  equation  for  the  wave  of  magnetic 
density,  in  terms  of  maximum  density,  may 
readily  be  obtained  by  reference  to  the  general 
solution  in  the  appendix  to  this  article. 

Comparing  the  specific  equation  (1),  for 
impressed  voltage,  with  the  general  equation 
(18),  it  is  obvious  for  the  purpose  of  the  exam- 
ple under  consideration  that  in   the  general 

equation  Ci  =  £>„ ;  G  =  — -\  and  /3i,  ft, .  .  . .  /3„ 

r> 

and  Ci,  Ch,  ■  ■  ■  ■  C„  are  each  zero. 

We  may,  therefore,  pass  to  equation  (23) 
and  bv  substitution  therein  at  once  write 


B 


COS  a  —  irz  COS  3a 
lo 


) 


15 


as  the   equation   for  the   wave   of  magnetic 
density  in  the  specific  case,  which  reduces  to 


5=  1.0714  B„ 


{h 


cos  3  a  — cos  a 


) 


(6) 


where  B  is  the  instantaneous  magnetic  density 
and  Bmax.  is  the  maximum  density  in  the  mag- 
netic cycle. 

The  wave  shape  of  magnetism  is  shown  in 
Fig.  1. 

From  the  last  equation  the  instantaneous 
values  of  magnetic  density  are  obtained 
independently  of  any  direct  consideration  of 
the  voltage,  upon  the  basis  of  any  assumed 
value  for  the  maximum  density. 

The  values  of  B  corresponding  to  a  for 
each  ten  degrees  of  a  half-cycle  are  given  in 
column  (4)  of  Table  I. 

Exciting  Current 

Preassume  a  current  having,  for  example, 
a  triple  harmonic  of  one-fourth  the  amplitude 
im  of  the  fundamental  and  lagging  90  degrees 
behind  the  latter,  and  write  the  equation  for 
instantaneous  values 

i  =  i,„  \sin  /3  -  J  5m  (3  /3  -  90°)  1 


or 


< 


sin  /3  +  — C05  3  j3 


) 


(7) 


Squaring  (7),  multiplying  through  by  d/S 
and  integrating  between  the  limits  zero  and 
X,  we  obtain 


average  i- 


=-=.© 


Fig.  1 

from  which 

j„,=  1.3720/ 
and  from  (7)  and  (S) 


1.3720  /(  sinfi+jCos3fi 


0 


) 


(8) 


(9) 


in  which  /  is  the  effective  value  of  the  current 
wave. 

We  have  now  to  establish  the  time  relation 
of  (9)  for  current  to  (4)  for  voltage,  and  so 
modify  the  former  equation  that  the  variable 
time  angle  therein  is  also  a.  The  first  step  is 
to  find  the  angle  included  between  maximum 
current  and  zero  value  of  the  fundamental 
component  of  the  wave. 

Differentiating  (9)  and  placing  the  differen- 
tial coefficient  of  i  with  respect  to  /3  equal  to 
zero: 


'( 


'^'i  =  1.3720  l(cos  p-^sin  3  /3 


) 


=  0 


*  By  closer  approximation,  ff  =110°  39'  1.6". 


dl3  ^.--r-        ^ 

from  which  we  have  maximum  current  when 

3    . 

cos  l3  =  —sin  3  /3. 
4 

This  relation  is  found  by  trial  and  approxi- 
mation to  be  satisfied  for  the  angle 
/3=110°  39'* 

that  is,  the  maximum  exciting  current  is 
110°  39'  behind  zero  value  of  the  fundamental. 
And  since,  from  physical  considerations, 
maximum  magnetism  must  occur  at  the  same 
instant  as  maximum  current,  the  former  is  also 
110°  39'  behind  zero  value  of  the  fundamental 
of  the  current  wave.   But  from  (4)  and  (6)  the 


920     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  11 


corresponding  positive  maximum  magnetism  is 
ISO  degrees  behind  zerovalueof  the  fundamen- 
tal of  the  voltage  wave ;  hence  zero  value  of  the 
current  fundamental  lags  180° -110°  39' =  69° 
21'  behind  zero  value  of  the  voltage  funda- 
mental, from  which  follows  the  relation 
/3=a-69°21' 


(10) 


Fig.  2 

and  we  mav  rewrite  (9)  in  the  form 
i=  1.3720/ 

r5iw(a-69°21')  +  ^<:o53(Q;-69°21')l 

as  the  equation  for  current  referred  to  the 
same  time  angle  as  is  the  impressed  voltage  in 
equation  (4).  The  wave  shape  of  the  current 
is  shown  in  Fig.  1. 

The  effective  value  I  of  the  actual  excit- 
ing current  wave,  in  (10),  must  also  be  the 
effective  value  of  the  equivalent  sine  wave. 

When  i  is  zero,  from  (10)  we  have  by  trial 
and  approximation  a  =  57°  35'*,  that  is, 
zero  current  is  57°  35'  behind  zero  voltage. 

The  values  of  i  corresponding  to  a  for  each 
ten  degrees  of  a  half-cycle  are  given  in  column 

(5)  of  Table  I. 

Hysteresis  Loop 

From  (10)  and  the  well-known  equation 

f=f  (11) 

in  which  /  is  the  magnetizing  force,  ni  the 
ampere-turns  of  magnetomotive  force,  and 
/  the  length  of  the  magnetic  circuit,  we  may 
write 

1.3720  w  J 
^  I 

\ sin  (a- 69°  21')+^ cos  3  (a- G9°  21'"]    (12) 

The  values  of  /  corresponding  to  a  for  each 
ten  degrees  of  a  half-cycle  are  given  in  column 

(6)  of  Table  I. 

*  More  exactly,  57°  34'  42.4'. 
t  More  exactly,  $  =69°  1'  52.3'. 


From  the  simultaneous  values  of  B  and  /  in 
columns  (4)  and  (6)  of  Table  I,  the  hysteresis 
loop  is  plotted  in  Fig.  2.  In  calculating  the 
angle  of  hA-steretic  lead  of  phase  in  practice, 
however,  the  hysteresis  loop  is,  as  previously 
stated,  known  beforehand. 
Power 

Multiplying  (4)  and  (10)  together,  we  have 
for  the  instantaneous  power  or  rate  of  energy 
delivered  to  the  primar>'  for  supplying  the 
energy  consumed  by  hj'steresis: 

ie  =  p  =  1 .9026  IE  \sin  a  sin(a- 69°  21')  + 


1 


1 


sin  a  cos  3{a-69°  21')- 


69°  21')- 
sin3  aro5  3(a-69°21')l 


(13) 


—  5m  3  a  sin(a- 
o 

J_ 

20' 

The  values  of  p  corresponding  to  a  for  each 
ten  degrees  of  a  half-cycle  are  given  in  column 
(7)  of  Table  I.  The  wave  shape  of  power  is 
shown  in  Fig.  1. 

Expanding  (13),  multiplj'ing  through  by 
da,  and  omitting  terms  having  sine  and 
cosine  products,  since  they  become  zero  when 
integrated  between  the  limits  zero  and  r, 
results  in  the  equation 

p  da  =1.9026  IE  (cos  69°  21'  sin-  ada  + 


1_ 
20 


sin  2S°  3'  sin'-  3  a  da 


) 


which,  integrated  between  the  limits  of  zero 
and  TT,  finally  gives 

average />  =  P  =  0.3579 /£  (14) 

Equivalent  Sine  Waves  and  Their  Phase  Angle 

Equivalent  sine  waves  of  voltage  and 
exciting  current,  that  is,  sine  waves  of  the 
same  effective  values  E  and  /  as  the  foregoing 
actual  waves,  will  also  represent  the  same 
average  power  P  as  the  actual  waves,  when 

P  =  IE  cose  (15) 

in  which  d  is  the  phase  difference  between  the 
sine  waves,  or  the  equivalent  phase  angle,  as 
indicated  in  Fig.  3;  hence  from  (14)  and  (15) 

cose  =  0.3579 
and 

e  =  69°2't 
Since  the  maximum  \-alue  of  a  sine  wave  is 
\/2  times  the  effective  value,  we  may  write, 
as  the  equation  for  instantaneous  values  of  the 
equivalent  sine  wave  of  voltage. 
Csin  =  \^  E  sin  a 


STEP-BY-STEP  INTEGRATION  OF  CURVE  AREAS  OF  PHASE  SIGNIFICANCE     921 


and  for  instantaneous  values  of  the  equivalent 
sine  wave  of  current 

isin  =  V^  I  -5"^  {a  —  d). 

Multiph-ing  the  two  last  equations  together 
and  remembering  that  0  =  69°  2'  we  have,  as 
the  equation  for  instantaneous  values  of 
equivalent  wave  of  power 

isin  esin  =  Pcquh.  =  2  IE sin  a  sin{a  —  69°  2') 

the  wave  form  of  which  is  shown  in  Fig.  3. 

The  effective  hysteresis  (energy)  com- 
ponent of  the  equivalent  sine  wave  of  exciting 
current,  in  phase  with  the  equivalent  sine 
wave  of  impressed  voltage,  is 

I  cos  6  =  0.3579  I 

and  the  effective  magnetizing  (reactive  watt- 
less) component,  in  quadrature  with  the 
voltage,  is 

I  sin  0  =  O.933S  I. 

Angle  of  Hysteretic  Lead  of  Phase 

Since  the  lag  of  the  equivalent  sine  wave  of 
exciting  current  behind  the  corresponding 
sine  wave  of  voltage  would  be  90  degrees,  as 
indicated  by  the  dotted  wave  in  Fig.  3,  were 
there  no  hysteresis  and  thus  no  power  required 
to  supply  the  energy  consumed  thereby,  the 
effect  of  hysteresis  has  advanced  the  equiva- 
lent sine  wave  of  current  by  an  amount 
represented  by  the  angle  of  hysteretic  lead 

7,°  =  90° -69°  2' 
=  20°  5S' 

STEP-BY-STEP  SOLUTION 

Erroneous  Method 

Assume  that  a  transformer  is  operating 
under  an  impressed  voltage  of  known  wave 
shape  and  effective  value,  and  that  the 
hysteresis  loop  corresponding  to  the  maximum 
magnetic  density  in  the  core  is  also  known, 
the  problem  being  to  determine  the  angle  of 
hysteretic  lead.  Let  these  factors  be  the  same 
as  heretofore. 

First.  On  a  diagram  of  the  voltage  wave, 
nowadays  based  on  an  oscillogram  record, 
divide  the  time  of  one  half-cycle  between  zero 
values  of  voltage  into  a  suitable  nirmber  of 
equal  parts,  in  the  present  example  eighteen, 
and  write  the  corresponding  time  degrees  a 
in  column  (1)  of  Table  II.* 


*  The  number  of  divisions  best  to  employ  is  largely  determined 
by  the  shape  of  the  wave,  and  in  general  should  be  such  that  the 
corresponding  ordinates  meet  the  wave  as  near  the  maximum, 
minimum  and  inflection  points  as  is  feasible.  Naturally,  the 
greater  the  number  of  divisions  the  more  accurate  the  final 
result,  and  the  less  the  importance  of  the  ordinates  touching 
the  wave  as  near  to  the  points  mentioned. 


Second.  With  any  suitable  scale  measure 
the  lengths  of  the  corresponding  ordinates  to 
the  wave,  which  will  represent  the  relative 
instantaneous  values  e,  of  the  voltage — 
although  in  the  present  case  we  find  these 
values  directly  by  equation  (2) — and  write 
them  in  column  (2). 


Fig.  3 

Third.  Enter  the  squares  Cr^  of  the  relative 
values  in  column  (3),  the  square  root  of  the 
average  value  of  which  will  be  the  relative 
effective  value,  or 

effective  ^r  =  0.7211  g 

Fourth.  As  the  relative  effective  voltage 
eff.  Ct  bears  the  same  ratio  to  the  actual  effec- 
tive voltage  E  as  relative  instantaneous  values 
Cr  bear  to  corresponding  instantaneous  values 
e,  we  have 

er  E 


e  = 


0.7211  g 


from  which  the  values  of  e  in  column  (4)  are 
obtained. 

Fifth.  Remembering  that  under  the  condi- 
tions of  the  problem  the  impressed  voltage  e  and 
counter  induced  voltage  e,-  are  substantially 
equal,  although  of  opposite  sign,  it  will  be 
seen  from  equation  (16),  Appendix,  that  the 
magnetic  density  B  for  a  given  time  angle  a 
is  proportional  to  the  integration  or  simi- 
mation  of  e,  that  is,  proportional  to  the  area 
of  the  voltage  wave  up  to  the  same  angle, 
plus  an  integration  constant.  The  pro- 
portional and  interrelative  integration  values 
of  e,  that  is  2(?,  up  to  the  respective  angles  in 
column  (1),  are  obtained  by  progressive 
addition  of  the  values  in  column  (4) ,  as  given 
in  column  (5). 

Sixth.  The  integration  constant  is  de- 
termined from  the  condition  (see  Fig.  1)  that 
B  at  zero  degrees  must  be  negative,  and  equal 
and  opposite  to  B  at  ISO  degrees.    Therefore, 


922     Novembsr,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11 


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the  constant  must  have  such 
a  value  that  if  added  to  the 
first  and  last  values  of  2^  in 
column  (o)  the  sums  will  be 
equal,  the  former  minus  and 
the  latter  plus,  which  obviously 
obtains  when  the  constant  is 
equal  to  the  negative  one  half 
total  Ze,  or  -  7.4U7S  E.  Thus 
by  adding  —  7.-107S  E  to  the 
interrelative  values  in  column 
(o)  the  interrelative  instanta- 
neous values  Br  of  magnetic 
density  are  found,  as  given  in 
column  (6). 

Srcenth.  Since  the  max- 
imimi  relative  density  is  7. -1078 
E  for  any  given  maximiun 
actual  density5„,ai.,theactual 
instantaneous  densities  B  cor- 
responding to  the  relative 
densities  Br  are  expressed  by 


B  = 


BrBn 


It: 

a 


7.4078  E 

by   which   are    obtained   the 

values  entered  in  column  (7). 

Comparing  the  values  of  B 
in  column  (7)  of  Table  II, 
obtained  by  this  step-by-step 
method,  with  the  values  in 
column  (4)  of  Table  I  derived 
by  exact  mathematical  means, 
we  notice  a  considerable  dif- 
ference between  them. and  the 
suspicion  should  arise  that 
something  is  WTong  with  the 
method  up  to  this  point.  Since 
there  would  arise  no  occasion, 
however,  for  this  error  to 
present  itself  in  handling  the 
step-by-step  method  in  prac- 
tice, let  us  proceed. 

Eighth.  The  next  step  is  to 
ascertain  the  magnetizing 
forces  f  corresponding  to  the 
densities  in  column  (7)  of 
Table  II.  In  practice  the 
values  would  be  obtained  di- 
rectly from  the  hysteresis  loop 
for  the  maximum  density,  as 
found  by  test  on  a  sample  of 
the  iron  used  in  the  trans- 
former core,  and  at  once 
entered  in  column  (S).  Since 
in  the  present  example,  how- 
ever, f  bears  an  assumed 
mathematical  relation  toS,bv 


STEP-BY-STEP  INTEGRATION  OF  CURVE  AREAS  OF  PHASE  SIGNIFICANCE     923 


substituting  in  equation  (6)  the  values  of 
the  latter  from  column  (7),  we  obtain  by 
trial  and  approximation  the  corresponding 
values  of  the  time  angle  ««,  as  given,  to  the 
nearest  minute,  in  column  (S).  Here  again  is 
evidence  of  error,  since  the  angles  in  column 
(8)  do  not  correspond  in  value  to  those  in 
column  (1),  as  they  obviously  should,  but 
widely  differ  therefrom. 

Finally,  by  substituting  for  a  in  equation 
(12)  the  values  of  as  in  column  (S)  the 
magnetizing  forces  in  column  (9)  are  obtained, 
which  in  the  hysteresis  loop  of  Fig.  2  corre- 
spond to  the  values  of  B  in  column  (7). 

Ninth.     From  equation  (11) 

.JJ_ 
n 
thus  from  the  values  of  /  in  column  (9)  we 
may  at  once  write  the  corresponding  values 
of  the  exciting  current  in  column  (10). 

Tenth.  Enter  the  values  of  r  in  column 
(11),  and  find  the  average  value,  the  square 
root  of  which  is  the  effective  current  /',  or 

/' =1.0080  / 
Correctly,  /'  should  obviously  equal  /. 

Eleventh.  Multiplying  the  values  of  im- 
pressed voltage  in  column  (4)  by  the  corre- 
sponding values  of  exciting  current  in  column 
(10),  we  obtain  the  related  instantaneous 
values  of  power,  ie  =  p,  as  entered  in  column 
(12),  from  which  the  average  power  required 
to  supply  the  energy  consumed  by  hysteresis  is 

P  =  0.4220  IE 
which  by  reference  to   (14)   for  the   correct 
average  power  is  seen  to  be  17.9  per  cent  too 
large. 

Twelfth.  But  to  determine  the  hysteretic 
lead  we  are  here  concerned  with  the  effective 
value  of  current  /'  calculated  by  the  step-by- 
step  method,  and  not  with  the  true  effective 
value  /.  Therefore  from  the  last  two  equa- 
tions we  have 

P  =  0.4187  I'E 
=  I'E  cos  d 
from  which 

e  =  63°  15' 
that  is,  the  equivalent  sine  wave  of  current 
lags  65°  15'  behind  the  equivalent  sine  wave 
of  voltage. 

And  we  have  for  the  angle  of  hysteretic  lead 
7y°  =  90°-65°  15' 
=  24°  45' 
whereas  the  correct  angle,  we  already  know,  is 
20°  58'.  Thus  the  step-by-step  method,  as 
thus  far  incorrectly  handled,  has  resulted  in 
an  angle  of  hysteretic  lead  18  per  cent  too 
large.     Had  the  half-cycle  been  divided  into 


less  than  eighteen  parts  the  error  would  have 
been  larger,  and  vice  versa,  smaller. 
The  hysteresis  current  is 
/'  cos  d  =  0.-ll87  r 

=  0.4187X1.0080  / 
=  0.4220  / 


Fig.  4 

whereas  the  correct  value  is  0.3579  /,  and  is 
thus  18  per  cent  too  large. 

The  magnetizing  current  is 
/'jm  5  =  0.9082  /' 

=  0.9082X1.0080  / 
=  0.9154  / 
whereas  the  correct  value  is  0.9338  /,  and  is 
thus  2  per  cent  too  small. 

Thirteenth.  The  underlying  cause  of  the 
errors  before  noted  will  be  made  apparent  by 
consideration  of  Fig.  4,  in  which  e  is  the 
voltage  wave  plotted  from  column  (4)  of 
Table  II;  2e  is  the  step-by-step  integration  or 
summation  curve  of  e  from  column  (5) ;  and 
B  is  the  wave  of  magnetism  from  column  (7). 

2e  for  any  angle  a  should,  as  before 
observed,  be  proportional  to  the  area  of  the 
voltage  wave  from  zero  deg.,  thus  zero  volt- 
age, up  to  the  angle  a.  But  when,  for  exam- 
ple, a  is  10  deg.,  we  have  taken  the  area  from 
zero  to  10  deg.  as  proportional  to  the  value  of 
e  at  10  deg.,  indicated  by  the  rectangle  a,  b; 
and  when  a  is  20  deg.,  the  area  from  10  to  20 
deg.  has  been  taken  as  proportional  to  the 
value  of  e  at  20  deg.,  indicated  by  the  rec- 
tangle c,  d;  and  we  have  added  together  the 
two  rectangles  for  the  total  proportional  area 
Xe  between  zero  and  20  deg.,  and  so  on. 

This  procedure  is  wrong.  For  the  area  of 
the  voltage  wave  from  zero  to  10  deg.  is 
proportional  to  the  value  of  the  dotted 
mid-ordinate,  or  value  of  e  at  5  deg.  (subject 
to  such  small  error  as  may  be  due  to  curvi- 
linear deviation  of  the  wave  from  a  straight 
line  joining  the  points  on  the  wave  corre- 
sponding to  the  angular  limits  under  con- 
sideration); the  area  from   10  to  20  deg.  is 


924     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  No.  11 


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STEP-BY-STEP  INTEGIL\TION  OF  CURVE  AREAS  OF  PHASE  SIGNIFICANCE     925 


likewise  proportional  to  the  dotted  mid- 
ordinate  at  15  deg.  and  so  on. 

Inspection  of  Fig.  4  demonstrates  that  by 
this  step-by-step  method  the  rectangles 
expressing  the  proportional  areas  of  the 
voltage  wave  for  successive  steps  have  been 
given  a  leading  shift,  in  respect  to  their  true 
position  in  angular  relation  to  the  voltage 
wave,  amounting  to  half  a  step  or  5  deg. 
Moreover,  instead  of  occupying  the  eighteen 
steps  into  which  a  half-cycle  is  divided,  they 
are  condensed  into  seventeen  steps,  thus 
leaving  the  eighteenth  step  open,  and  pro- 
ducing discontinuity  in  the  summation  curve 
Xe  and  in  the  magnetism  wave  B;  also  the 
zero  point  of  the  latter  has  erroneously  been 
advanced  half  a  step. 

All  the  errors  noted  in  the  preceding  step-by- 
step  method  have  followed  from  the  manner  of 
summing  up  the  area  of  the  voltage  wave. 

Correct  Method 

Let  US  put  the  correct  method  (by  taking 
the  mid-ordinates  of  the  voltage  wave  steps, 
as  proportional  to  the  areas  of  the  correspond- 
ing steps  of  the  wave)  to  practical  test,  using 
the  same  data  to  start  with,  as  before. 

First.  Referring  to  Table  III,  %vrite  in 
coliunn  (1)  the  angles  of  the  eighteen  steps  in 
a  half-cycle,  10  deg.  apart,  between  which 
interpolate  the  mid-angles,  to  correspond 
with  the  mid-ordinates  of  the  voltage  wave 
steps,  indicated  by  the  dotted  lines  in  Fig.  5. 

Second.  In  column  (2)  write  the  relative 
values  Br  of  the  voltage  for  the  mid-angles, 
as  found  in  practice  b}'  scaling  the  mid- 
ordinates  on  a  diagram  of  the  wave — ■ 
determined  in  the  present  case,  however,  by 
equation  (2).  Then  find  the  values  given  in 
colvmans  (3),  (4),  and  (5),  in  the  same  manner 
as  before  for  Table  II,  writing  the  values  of 
2e  in  column  (5)  of  Table  III,  however, 
opposite  the  corresponding  angles  for  10  deg. 
steps  up  to  which,  on  the  voltage  wave, 
they  represent  a  value  proportional  to  the 
area  of  the  wave  up  to  the  same  angle. 

Third.  Continue  in  the  same  way  as 
before  for  Table  II,  to  complete  the  remaining 
columns  (6)  to  (12)  of  Table  III,  noting  that 
the  values  of  the  angle  ccb  (to  the  nearest 
minute)  in  colimin  (S)  closely  agree  with  the 
corresponding  angles  in  column  (1). 

Fourth.     From  column  (11)  we  have 
/'=  1.0016  J 
and  from  column  (12) 

P  =  0.3572 /£ 
hence 

P  =  0.3567 /'£ 
=  I'E  cos  d 


from  which 

0  =  69°  6'  12" 
that  is,  the  equivalent  sine  wave  of  current 
lags  69°  6'  12"  behind  the  equivalent  sine  wave 
of  voltage. 

And  we  have  for  the  angle  of  hysteresis  lead 

,j°  =  90°-69°  6'  12" 
=  20°  53'  48" 


Fig.  5 

which  by  this  correct  method  of  handling  the 
step-by-step  method  is  only  ]/i  per  cent  too 
small,  whereas  by  the  incorrect  method  the 
result  was  IS  per  cent  too  large. 
The  hysteresis  current  is 
J' C05  5  =  0.3567/' 

=  0.3567X1.0016  I 

=  0.3573  / 
a  result  that  is  practically  the  same  as  the 
correct  value,  0.3579  /. 

The  magnetizing  current  is 
r  sin  0  =  0.9.342  /' 

=  0.9342X1.0016  I 

=  0.9357/ 
which  is  only  Vo  per  cent  larger  than  the 
correct  value,  0.9338  /. 

A  still  closer  determination  of  the  angle  of 
hj-steretic  lead  may  be  assured,  and  the  more 
conveniently  in  practice  the  more  irregular 
the  shape  of  the  voltage  wave,  by  measuring 
the  areas  included  between  the  successive 
voltage  steps  with  a  planimeter,  having  any 
scale  reading,  and  entering  such  measure- 
ments in  column  (2)  of  Table  III,  opposite  the 
corresponding  mid-angles  in  column  (1),  and 
proceeding  with  the  calculations  for  the  rest 
of  the  table  after  the  manner  already  shown. 
For  example,  the  area  between  zero  and 
10  deg.  in  the  present  case,  assumed  to  be 
accurately  determined  with  a  planimeter, 
would  be  0.0359  g,  which  enter  in  the  table 
opposite  the  mid-angle  5  deg.,  and  so  on. 
We  have  determined  the  hysteresis  angle  for 
the  present  example  on  this  plan  with  only 
an  insignificant  error  in  the  result,  but  deem 


926     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


it  unimportant  to  give  here  a  table  of  the 
work. 

FORM  FACTOR 

Mathematical  Solution 

The  form  factor  of  a  wave  of  voltage,  or 
current,  is  ordinarily  taken  as  the  ratio  of 
effective  value  to  the  algebraic  mean  or  aver- 
age value  for  a  half -cycle  between  zero  values 
of  the  wave.* 

To  find  the  form  factor  of  the  voltage  wave, 
multiply  (4)  through  by  da  and  obtain 

eda  =  1.3868  E  I  sin  ada  —  ~  sin  3a  da  I 

whence,  since  e  is  zero,  when  a  is  zero  or  tt, 
Av.e  =  l:^868£r  rsinada-\  fsm  3q!  Ja  1 

=  0.8240  E 
Hence  the  form  factor  7,  of  the  voltage  wave  is 
E 
'^'    0.8240  E 
=  1.2136 
To  find  the  form  factor  of  the  current  wave, 
multiply  (10)  through  by  da  and  obtain 
Av.t  da  =1.3720/ 

r5«M(a-69°  •2\')da-^-xos  3  (a-69°  21')dal 

which,    as   in   the   integration   of   the   above 

differential  equation  of  voltage,  must  also  be 

integrated    between    the    limits,    -k    distance 

apart,  that  represent  the  angles  where  the 

current  wave  crosses  the  time  axis,  that  is, 

where  i  is  zero,  therefore  between  the  limits 

57°  35'  and  237°  35'. 

We  then  have 

,      .     1.3720  7 
A  V .  1  = 

■K 
r  ^37°  35'  ,     -237°  35'  T 

I   I  nn  {a-m°  21')  da-\-\  (  cos  3  (a-69°  2\')da  I 
l-/57''35'  "**^37°33'  J 

=  0.8971  /. 

And  the  form  factor  7;  of  the  current  wave  is 

/ 
'^'    0.8971  / 
=  1.1147. 

Steinmetz,  however,  considers  that  the 
definition  of  form  factor  as  the  ratio  of  effec- 
tive value  to  average  value  is  undesirable 
because  it  results  in  1.1 107  as  the  form  factor 
for  a  sine  wave,  which  being  always  taken  as 
the  standard  wave  of  reference,  should,  in  his 
opinion,  be  assumed  to  have  unity  form  factor. 
And  to  this  end  he  has  in  effect  adopted  the 

*  A.I.E.E.  St.indardiz.ation  Rule,  No.  16. 


rule  that  the  form  factor  is  equal  to  2\/'2/ir  = 
0.9003  times  the  ratio  of  effective  value  to 
average  value  or,  stated  in  another  way,  the 
form  factor  is  the  ratio  of  the  average  value 
of  a  sine  wave,  having  the  same  effective  value 
as  the  actual  wave,  to  the  average  value  of  the 
actual  wave.  It  is  at  once  obvious  from  the 
last  definition,  that  the  form  factor  is  unity, 
when  the  actual  wave  is  a  sine  wave. 

According  to  the  Steinmetz  definition  we 
have,  as  the  form  factor  of  the  voltage  wave 
in  the  present  example, 

^0.9003  £ 
''''     0.8240  E 

=  1.0926, 
and  of  the  current  wave, 

^0.9003  7 
■^'^  0.8971/ 

=  1.0035 

Step-by-step  Solution 

Considering  the  form  factor  as  represented 
by  the  ratio  of  effective  value  to  average 
value,  we  have  from  column  (4)  of  Table  III, 
average  ^  =  0.82-14  E\  hence  the  form  factor 
of  the  voltage  wave  is 

E 
'*''    0.8244  E 
=  1.2130, 
which  is  only  ver\'  slightly  smaller  than  the 
correct  form  factor. 

From  column  (10)  of  the  table,  neglecting 
signs,  average  t  =0.8990  /;  hence  the  form 
factor  of  the  current  wave  is 

/ 
'^'     0.8990  / 
=  1.1123. 
which  is  only  0.2  per  cent  smaller  than  the 
correct  form  factor. 

The  Steinmetz  form  factor  of  the  voltage 
wave  is 

0.9003  £ 
'''' ~ 0.8244  £ 
=  1.0921 
and  of  the  current  wave  is 

0.9003/ 
"^'^  0.8990/ 
=  1.0015. 

CONCLUSION 
This  article  has  dealt  with  calculations  by 
the  step-by-step  method  apjilied  to  a  par- 
ticular case  involving  determination  of  phase 
relation  and  some  other  characteristics  of 
certain  interrelated  periodic  cur\-es.  and  has 
differentiated  the  correct  from  the  incorrect 
method  for  that  case. 


STEP-BY-STEP  INTEGRATION  OF  CURVE  AREAS  OF  PHASE  SIGNIFICANCE     <J27 


The  obvious  and  useful  conclusion  there- 
from, applicable  to  all  cases  involving  the 
interrelation  as  well  as  other  characteristics 
of  periodic  curves,  is  that  the  step-by-step 
mid-ordinate,  and  not  the  mean-ordinate,  rule 
should  be  used  in  progressively  integrating 
the  area  of  a  curve,  when  such  integration  is  of 
phase  or  angular  significance  in  the  problem. 

APPENDIX 
General  Equation  for  the  Magnetism  Wave  in  Terms 
of  Maximum  Magnetic  Density 

The  equation  for  the  wave  of  magnetic  density 
may  be  derived  from  that  for  the  impressed  voltage 
wave,  if  the  resistance  of  the  primary  circuit  is 
relatively  so  low  that  the  voltage  drop  due  to  the 
exciting  current  is  a  negligible  percentage  of  the 
total  voltage  (which  will  be  the  case  in  well-designed 
transformers),  and  therefrom  the  latter  is  sub- 
stantially equal  to  the  counter  induced  voltage,  but 
of  opposite  sign. 

Write  the  well-known  equation  for  induced 
voltage 

—        ^^" 
^'~      lOM/ 

in  which  (j),,  is  the  number  of  magnetic  linkages 
between  the  primary  windings  and  the  lines  of 
force,  the  minus  sign  indicating  the  opposition  of 
this  voltage  to  the  impressed  voltage  producing 
the  current  and  magnetism  by  which  the  induced 
voltage  is  generated.  From  this  equation  and  the 
known  relation  d  a—2iTfdt 

_      2Tvfd<t,„ 
*"'"        lOMa 


d<t>„  =  — 


thus 


lO^e,  da 
27r/ 


10'    r     J 


which,  obviously,  may  at  once  be  recast  in  the  form 
B=-bBmax.Jeida  (16) 

where  B  is  the  instantaneous  magnetic  density 
corresponding  to  the  time  angle  a;  B,„„.,-  is  the 
maximum  density  in  the  magnetic  cycle,  and  6  is  a 
constant,  to  be  evaluated. 

The  general  equation  for  a  periodic  impressed 
voltage  wave  is 

e  =  A\  sin  a-l-.43  sin  3  q:  +  •  ■  ■  •  -|--Si  cos  a-t-Ba  cos  3 a 
-I-....  (17) 

which  may  be  written 

e  =  Ci  sin(a+^x)  +  Cz  sin  (3a-|-^3)-|- 

+  C„sin(na-\-p„)  (18) 

in  which  the  sine  and  cosine  terms  of  equal  fre- 
quency, in  (17),  have  been  combined. 

Since  the  counter  induced  voltage  e/is  equal  to  the 
impressed  voltage,  but  of  contrary  sign,  from  (18), 
we  may  write 

e,=  —  Ci  sin  ( a  +/3i)  —  fs  sin  (3  a  -\-^i)  —  .  .  .  . 

-C„  iin  (Ka-t-(3„)  (19) 

From  (16)  and  (19) 

B=bBmax.f[Cisin  {a+0,)da  +  C3Sin  (^a+0z)da  + 
.  .  .  .  +C„  sin  (na+P„)da], 


[' 


=  -b  Bmax.  I  Ci  COS  (  a  -l-^i)  -1-yCOS  (3  a  +0,)  +  . 


+  —cos{noi  +  0„)\+C 
n  J 


(20) 


To  find  the  angle,  or  angles,  for  which  B  is  of 
maximum  or  minimum  value,  place  the  first  differen- 
tial coefficient  of  B  with  respect  to  a  equal  to  zero,  or 


dB 


bBn 


Ci  sin  ( o  -1-/3,)  -I-  Cs  sin  (3  a  -|-03  -f  • 


-\-C„  sin  {na+^.i 


=  0, 


that  is,  B  is  either  maximum  or  minimum  when 

Ci  sin  {a+Pd  +  C,  sin  (3  a -f /Ss)  -|- 

-\-C,.sin(na-\-0„)=O  (21) 

thus,  when 

o-|-/3i,  3a-f  ^3,  etc.  =0,  or  t,  or  2ir,  or3]r,  etc. 

From  (18)  and  (21),  and  (19)  and  (21),  it  follows, 
that  e  and  ei  are  zero,  when  B  is  maximum  or 
minimum,  as  we  otherwise  know  from  physical, 
independently  of  mathematical,  considerations  must 
be  the  case. 

The    second    differential    coefficient    of    B    with 
respect  to  a  is 

^  =  i  Bmax.  r  C,  f  OS  (  a -f /3,) -i- 3  C,  f  OS  (3  a -t-^3) -I- 


which  reduces  to 
J'B 
da-" 


-\-nC„  cos  {na+fi„)  I, 
-bBmax.  (Ci-l-3G-h.  .  .  .  +nC„), 


when  a+/3i,  3a4-ft,  etc.  =  tt,  or  3ir,  or  5ir,  etc.,  and 
is  negative,  and  therefore  B  is  of  maximum  value, 
and  (20)  then  takes  the  form 


B„ 


-  b  Bmax.  \CvCOs{a+0i)  +  y  (-0S(3  O  -1-^3)  -I- 


[' 


c„ 


'] 


=  ftB„ 


.  +  —  COS  {na+0„)    +C, 
n  J 


which  obviously  holds,   when  the   integration  con- 
stant C  =  0,  and 

,[c,  +  f  +  ....+§l 

thus  when 

6= ,^ TT.  (22) 


=] 


=  1, 


G+f+. 


+ 


C.,' 


Hence,  from  (20)  and  (22),  and  remembering  that 
C  =  0,  we  may  finally  write  the  equation  for  the 
wave  of  magnetic  density  in  terms  of  the  maximum 
density, 

rj  _  Bmax.  |- 

cT.      rc:,\c^cos{<x+0i) 


G+f+. 


■  +- 


G 


+  ^cos(3a+03)  +  . 
d-'B 


C„ 


+  ^cos{nct  +  0„)\      (23) 


Similarly,   -3—,  is  positive,  and  therefore  B  is  of  mini- 
o  a- 

mum  value,  when  a+0u  3a-f-^3,  etc.  =0,  or  2?r,  or 
47r,  etc.,  and  we  then  have  B  =  Bmin.=  —Bmax.,  vec- 
torially.    The  minimum  scalar  value  of  B  is  0,  when 

a +01,  3a+0z,  etc.  =  1    or  '"l^,  or  y,  etc. 


928     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


Performance  and  Life  Tests  on  the  Oxide  Film 

Lightning  Arrester' 

By  N.  A.  LouGEE 
General  Engineering  Laboratory,  General  Electric  Company 

The  development  of  the  oxide  film  lightning  arrester  was  first  announced  in  a  series  of  papers  before  the 
A.I.E.E.,  in  June,  1918.  These  papers  were  prepared  only  after  extensive  laboratory  tests  and  a  few  installa- 
tions on  commercial  circuits  had  demonstrated  the  merits  of  the  device.  Further  laboratory  tests  and  the 
performance  of  an  increased  number  of  oxide  film  arresters  on  transmission  lines  during  the  thirty-month 
interval  have  proved  conclusively  that  this  form  of  lightning  arrester  will  satisfactorily  fulfill  the  requirements 
of  service.  The  behavior  of  the  oxide  film  arrester  during  these  laboratory  tests  is  recorded  in  this  article. 
The  condition  of  one  cell  after  four  years  actual  service  is  also  illustrated. — Editor. 

design,  which  permits  of  an  indoor  setting. 


Since  the  first  papers  on  the  oxide  film 
(O  F)  lightning  arrester  were  presented  a 
little  over  two  years  ago,^  the  arrester  has 
proved  to  be  a  worthy  piece  of  apparatus  by 
performance  in  regular  ser\'ice.  Several 
hundred  arresters  are  now  installed  on  both 
indoor  and  outdoor  circuits  up  to  73-kv. 
rating,  and  higher  voltage  units  will  soon 
be  in  service.  Figs.  1,  2,  and  3  show  the 
typical  designs  used.  In  Fig.  3,  the  three- 
phase  legs  and  the  ground  leg  are  all  arranged 
in  one  stack,  the  bottom  section  being  the 
ground  leg.  In  Fig.  1,  the  three-phase  legs 
are  the  upper  sections  and  the  ground 
leg  is  the  lower  section.  In  Fig.  2,  the 
three-phase  legs  and  ground  leg  are  set  up 
parallel  to  one  another.  Fig.  4  shows  the 
covered  sphere  gap  used  with  the  outdoor 

1  Read  before  A.I.E.E..  Chicago.  Nov.  12.  1920. 
!"The  O  F  Lightning  Arrester,"  General  Eectric  Review, 
1918;  Vol.  XXXVII,  Transactions  A. I.E. E,    


..„,    ._ _._ 1918. 

'"The   Effect  of    Transient   Voltages  on   Dielectrics  II 
F.  W.  Peek.  Jr.,  Transactions  A.I.E.E.,  Vol.  XXXVIII. 


by 


^rv 


Due  to  the  small  leakage  current  of  these 
arresters  (about  0.010  amperes),  it  is  not 
necessary  to  use  horn  gaps  to  aid  in  breaking 
the  arc,  and  it  is  therefore  possible  to  use 
the  covered  sphere  gap  which  has  previously 
been  described.^  Fig.  5  shows  the  testing 
device  used  and  its  method  of  operation, 
about  which  more  will  be  said  later. 

The  efficiency  of  a  lightning  arrester  is  gov- 
erned by  four  factors;  namely,  sensitiveness, 
discharge  capacity,  reseal.  and  life. 

Sensitiveness 

As  most  electrical  apparatus  is  tested  at 
twice  normal  voltage,  an  arrester  should  be 
able  to  begin  discharging  at  about  this  volt- 
age. This  means  a  horn  or  sphere  gap  should 
not  be  set  for  over  double  voltage  for  best 
results.  To  care  for  steep  wave  impulses  the 
time  lag  of  the  arrester  should  be  a  minimum. 


Fig.    1. 


Oxide   Film   Lightning  Arrester  for  Indoor  Service  on 
Three-phase  Circuits,  15.000-25.000  Volts 


Fig.   2. 


Oxide   Film   Lightning   Arrester   for    Indoor  Service  on 
Three-phMc  Circuits.  37,000-50.000  Volts 


PERFORMANCE  AND  LIFE  TESTS  ON  OXIDE  FILM  LIGHTNING  ARRESTER     929 


Current  Discharge  Capacity 

To  discharge  the  energy  from  a  surge,  the 
discharge  path  must  be  of  sufficiently  low  re- 
sistance to  prevent  the  voltage  drop  being 
above  the  insulation  strength  of  the  appara- 


plished  the  better  it  will  be,  for  if  an  arrester 
has  sufficient  discharge  capacity,  the  dynamic 
or  line  frequency  current  that  follows  will 
not  only  be  apt  to  destroy  the  arrester  but 
may  also  cause'  bad  disturbances  on  the  line. 


Fig,  3.    Oxide  Film  Lightning  Ar- 
rester for  Indoor  Service  on 
Three-phase        Circuits, 
5,000-7,500  Volts 


tus  connected  to  the  line.  Again,  since  a 
double  voltage  test  is  given  to  apparatus,  the 
discharge  capacity  of  an  arrester  is  usually 
given  at  double  rated  voltage. 


Fig.  5.    Oxide  Film  Cell  Testing  Device  in  Position  for  Testing 

Reseal  should  also  permit  an  arrester  to  be 
ready  immediately  for  another  discharge,  for 
with  a  lightning  storm  over  a  large  area  of 
transmission  lines  it  is  fair  to  assume  that 
impulses  and  surges  can  occur  e.xtremely  close 
together;  that  is,  at  least  a  second  apart,  and 
sometimes  several  per  second. 

Life 

It  is  difficult  to  exactly  define  what  the 
life  of  a  satisfactory  arrester  should  be,  but 
a  good  arrester  should  easily  withstand  the 
average  surge  or  impulse.  Arcing  grounds 
are  the  most  dangerous  type  of  discharges 
and  as  they  vary  greatly  in  severity,  depend- 
ing upon  the  system  and  just  where  they 
occur,  it  is  difficult  to  state  how  long  an 
arrester  should  care  for  one. 


Fig.  4.    Covered  Hemisphere  Gap  as  Used  on  Outdoor  Type  Oxide  Film 
Arrester,  50,000-73,000  Volts.    Section  of  Cover  Omitted  to  Show  Gap 


Reseal 

Reseal  is  the  act  of  cutting  off  the  dis- 
charge path  through  the  arrester  when  the 
voltage  across  the  arrester  has  returned  to 
normal.     The   quicker   this    can   be    accom- 


TESTS 

The  following  results  of  tests  show  how 
the  O  F  arrester  fulfils  the  requirements 
outlined  above.  A  single  cell  was  used 
in  all  these  tests  in  order  to  obtain  as 
powerful  discharges  through  the  cell  as 
possible  with  the  power  available. 

The  first  set  of  tests  was  made  with 
a  circuit  as  shown  in  Fig.  6.  The  usual 
surge  circuit  was  used,  which  superim- 
poses the  25,000-volt,  2.300-cycle  surge 
on  the  dynamic  300-volt,  47-cycles  cir- 
cuit. Fig.  11  shows  an  oscillogram  of 
the  discharges  of  an  O  F  cell  on  this  cir- 
cuit. Vibrator  2  shows  the  dynamic 
47-cycle  voltage  across  the  arrester  with 
the  25,000-volt,  2300-cycle  surge  super- 
imposed. The  voltage  peaks  are  kept  at 
about  double  voltage  and  the  cell  reseals  with- 
out permitting  any  dynamic  current  to  follow ; 
that  is,  this  test  shows  that  reseal  and  sensi- 
tiveness are  satisfactory.  Although  the  dis- 
charge through  the  cell  is  about  50  amperes, 


930     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  11  J 


Fig.  6.    Circuit  Connection  Used  for  Surge  Tests 


,4 


^ 


AUTO    TA^AfSf^O/fMf/P 


\t=-- 


'*'O^C£-£L 


Fig.  7.     Circuit  Connection  Used  for  Double- voltage  Surge  Tests 


Fig.  8.    Oxide  Film  on  Circuit  in  Fig.  7 

Vibrator  1.     Current  through  arrester  at  600  volts,  1  mm.  =100 

amperes 
Vibrator  2.     Voltage  across  arrester,  1  mm.  =22  vo!ts 
Vibrators.     Current  through  arrester  at  300  volts,   1  mm.  =5 

amperei 


Fig.  9.      Inside  of  Electrodes  of  Oxide  Film  Lightning  Arrester 

Cell  Returned  from  l3.000-voU  Installation  After 

Four  Years  of  Service 


Fig.  10.    Oxide  Film  Cell  on  a  600-volt,  40-cycle  Circuit 


Vibrator  I. 
Vibrator  2. 


Current  through  arrester.  1  mm.  =100  amperes 
Voltage  across  arrester.  1  mm.  =22  volts 


Fig.  11  Oxide  Film  Cell  on  Circuit  in  Fig.  6 

Vibrator  1.     Current  through  arrester.  I  mm.  =5  amperes  iix.i 

value) 
Vibrator  2.     Voltage    across    arrester.    I    mm  =8'>    volts    iihm 

va'uc) 


Fig.  12.  Arrester  X  on  Circuit  in  Fig.  6 

Vibrator  1.      Current  through  arrester.  1  mm.  =5  amperes  (peak 

value) 
Vibrator  2.     Voltage   across  arrester,    1    mm.  =85   volts    (peak 

value) 


Fig.  13.  Arrester  Y  on  Circuit  in  Fig.  6 

Vibrator  1.     Current  through  arrc«itcr.  1  mm.  -.1  amperes  (peak 

value) 
Vibrator  2.     VohaKC  across  arrester.    1    mm.  -8o    vqU«    (peak 

value) 


PERFORMANCE  AND  LIFE  TESTS  ON  OXIDE  FILM  LIGHTNING  ARRESTER     931 


since  the  surge  is  supplied  by  a  15-kv-a.  trans- 
former, this  test  is  not  enough  in  itself  to 
demonstrate  that  the  discharge  capacity  is 
satisfactory- . 

Fig.  lU  shows  an  oscillogram  taken  with 
600  volts,  40  cycles  (double  standard  voltage) 
impressed  across  an  0  F  cell,  to  show  current 
discharge  capacity.  The  current  peaks  are 
3500,  4200,  and  3300  amperes,  and  the  voltage 
peaks  110,  89  and  154  volts  respectively,  giv- 
ing an  internal  resistance  of  0.031,  0.021  and 
0.047  ohms  respectively.  Due  to  the  low 
resistance  of  the  O  F  cell  and  its  relative 
value  to  the  impedance  of  the  circuit,  the 
impressed  voltage  of  600  was  not  sustained 
across  the  coil  when  the  high  current  flowed. 
This  discharge  capacity  is  extremely  high  and 
should  be  ample  under  all  conditions.  The  in- 
ternal resistance  of  a  cell  will  vary  between  0.01 
and  0.1  ohm,  depending  upon  the  particular 
path  followed  by  the  discharge  through  the  cell. 

Fig.  7  gives  the  connection  used  for  a 
double  voltage  surge  test  with  normal  volt- 
age immediately  following.  This  is  accom- 
plished as  shown  by  bringing  out  a  tap  from 
the  transformer  at  300  volts  (standard  volt- 
age) and  connecting  it  through  a  low  resist- 
ance to  the  arrester  cell.  The  resistance  is 
necessary-  to  prevent  the  lower  section  of  the 
transformer  from  becoming  short  circuited. 
With  this  connection,  600  volts  is  supplied  to 
the  arrester  until  the  fuse  opens,  and  the 
lower  half  of  the  transformer  then  being  cut 
off,  300  volts  is  continued  across  the  arrester 
cell.  This  is  about  the  most  severe  test  that 
can  be  given  a  lightning  arrester  and  only  an 
arrester  which  has  a  low  breakdown,  good 
current  discharge  capacity,  and  good  sealing 
characteristics  will  act  satisfactorily. 

Referring  to  the  oscillogram  taken  on  this 
circuit,  shown  in  Fig.  8,  the  switch  impress- 
ing 600  volts  across  the  cell  closed  at  the 
extreme  left.  The  cell  immediately  broke 
down  and  discharged  2700  amperes.  This 
current  after  one-half  cycle  blew  the  10- 
ampere  fuse,  thereby  cutting  off  one-half  of 
the  transformer,  and  causing  the  voltage 
across  the  cell  to  drop  to  300  or  normal. 
There  was  then  a  sealing  current  of  about 
2  amperes  for  several  cycles  shown  by  vibra- 
tor 3,  which  caused  the  small  breaks  in  the 
voltage  wa\-e.  After  a  few  seconds  the  cur- 
rent through  the  cell  had  dropped  to  normal 
or  a  few  milliamperes. 

To  show  the  relation  of  protection  and 
current  discharge  capacity,  oscillograms  were 
taken  of  single  O  F  cells  with  external  re- 
sistance in  series,  on  the  circuit  of  Fig.  6. 


A'  represents  an  arrester  with  a  medium  in- 
ternal resistance  and  a  discharge  capacity  at 
double  voltage  of  60  amperes.  \ '  represents  an 
arrester  with  a  higher  internal  resistance  and 
a  discharge  capacity  of  20  amperes  at  double 
voltage.     Fig.  12  shows  an  oscillogram  taken 


Fig.  14.     Circuit  Connection  Used  in  Intensive  Life  Run  Tests 

with  arrester  A',  and  Fig.  13  an  oscillogram 
taken  with  arrester  Y  on  this  circuit.  It  will  be 
noted  that  the  voltage  peaks  with  A'  arc  1600 
and  with  Y  3650,  as  against  900  with  the 
standard  cell,  which  was  shown  in  Fig.  11. 
Moreover,  if  the  frequency  were  nearer  what 
is  obtained  in  actual  ser^-ice,  that  is,  from 
10,000  to  100,000  cycles  instead  of  2300  cycles 
which  had  to  be  used  for  oscillographic  work, 
this  difference  would  have  been  much  greater, 
due  to  the  higher  impedance  of  the  trans- 
former at  the  higher  frequencies.  Therefore, 
to  give  satisfactory'  protection  an  arrester 
must  have  a  good  current  discharge  capacity 
on  double  voltage  and  more  than  these  A'  and 
y  arresters  show ;  A'  and  Y  also  show  the  bad 
effect  of  a  poor  ground  connection. 

Sensitiveness  in  service  is  limited  by  the 
gap  setting,  but  since  no  dynamic  current 
follows  a  surge  discharge  and  the  leakage 
current  is  only  a  few  milliamperes,  this  gap 
setting  can  be  small.  The  gap  settings  used 
in  ser\'ice  correspond  to  line  voltage  so  that 
breakdown  between  phases  is  double  voltage 
and  the  breakdown  to  ground  is  1.7  times  the 
voltage  to  ground.  Since  the  covered  gap  is 
used  for  outdoor  installations  a  dr>'  or  indoor 
setting  can  be  used. 

The  life  of  a  lightning  arrester  is  a  very 
important  factor,  and  one  that  has  to  be 
estimated  from  both  operating  and  labora- 
ton-  data.  Operating  data  obtained  during 
the  past  five  years  show  that  little  deteriora- 
tion has  occurred  in  the  O  F  cells.  Cells  have 
been  returned  and  tested  from  typical  installa- 
tions, and  little  if  any  change  has  been  found. 
Fig.  9  is  a  view  of  an  opened  returned  cell, 
and  shows  the  film  side  of  the  electrodes  and 


932     November,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  11 


the  porcelain  spacer.  The  lead  peroxide 
(PbOa)  filler  has  been  removed.  This  cell 
was  returned  recently  from  a  13,000-volt 
arrester  installed  early  in  1916,  which  has 
been  subjected  to  much  more  than  average 
service  due  to  its  location  and  surroundings. 
The  few  white  spots  in  the  photograph  are 
discharge  areas  covered  with  yellow  litharge 
(PbO).  This  PbO  area  or  plug  is  what  has 
caused  the  cell  to  reseal  after  the  surge  has 
passed  through  and  is  reduced  from  the  Pb02 
filler  by  the  heat  of  the  current  through  the 
small  discharge  spot  in  the  film.  The  larger 
dark  areas  are  where  some  of  the  PbO-j  filler 
is  still  adhering  to  other  discharge  areas,  and 
the  light  background  is  the  varnish  film.  The 
lead  peroxide  filler  showed  no  change. 

To  obtain  information  on  the  life  of  O  F 
arresters  several  years  ahead  of  outside  re- 
ports, however,  an  intensive  test  has  been 
running  during  the  past  few  years.  Fig.  14 
gives  the  general  scheme  of  circuit  used. 

In  Fig.  14,  the  surge  circuit  is  shown  to  the 
right  and  consists  of  the  usual  inductance, 
capacitance,  and  air  gap,  used  to  obtain  oscil- 
lations. The  50,000-volt  transformer  charges 
the  condensers,  which,  upon  breaking  down 
the  air  gap  set  for  a  little  under  50,000  volts 
cause  the  surge  through  the  arresters.  The 
transformer  to  the  left  supplies  the  dynamic 
60-cycle  voltage  to  all  the  arresters  running 
on  this  particular  voltage.  Ordinarily  all  the 
lever  switches  are  down.  Fig.  14  shows  only 
one  particular  voltage,  and  only  one  arrester 
and  one  set  of  switches.  With  this  arrange- 
ment the  arresters  are  separate  from  the 
surge  circuit.  When  it  is  desired  to  surge 
any  one  particular  arrester,  the  upper  lever 
switch  corresponding  to  this  arrester  is 
thrown,  thus  paralleling  the  two  transformers 
supplying  dynamic  voltage.  The  lower  lever 
switch  is  then  opened  and  this  particular 
arrester  is  still  on  dynamic  voltage,  but  also 
on  the  surge  circuit,  which  can  now  be  thrown 
on.  After  surging,  this  arrester  is  thrown 
back  on  the  regular  dynamic  transformer  and 
the  next  arrester  put  through  a  similar  opera- 
tion. This  arrangement  of  transformers  and 
switches  pennits  the  regular  dynamic  voltage 
to  all  the  arresters  to  be  uninterrupted  during 
surging  operations. 

O  F  arresters  were  placed  on  330,  2300  and 
12,700  volts  respectively  at  60  cycles  with 
no  series  gap,  and  all  arranged  as  shown  in 
Fig.  14.  These  arresters  have  been  surged 
daily,  the  surge  current  through  the  arresters 
having  a  maximum  peak  value  of  about  50 
amperes  and  dying  down  to  about  20  amperes 


at  the  end.  This  surge,  having  a  surge  im- 
pedance of  370  ohms,  is  representative  of  an 
actual  surge  on  a  line,  except  that  the  average 
actual  surge  has  a  higher  frequency  and  may 
at  times  be  more  powerful.  It  has  been 
found,  however,  that  the  lower  the  frequency 
of  a  surge,  the  more  difficult  it  is  for  an 
arrester  to  seal. 

330-voU  Circuit,  Single  O  F  Cells 

These  cells  take  from  5  to  75  milliamperes 
leakage  current  and  run  at  a  temperature  of 
about  50  deg.  C.  It  took  about  four  years 
to  record  a  failure  with  these  cells.  A  failure 
then  occurred  by  reduction  of  a  sufficient 
amount  of  the  PbO.>  to  cause  high  internal 
resistance  and  hence  loss  of  protection.  As 
the  voltage  across  the  cells  is.  of  course,  al- 
ways the  same,  this  group  of  cells  is  more 
permanent  than  the  2300  and  12, 700- volt 
arresters.  With  these  latter  arresters  the 
voltage  distribution  across  the  various  cells 
may  change.  This  adds  one  more  variable  to 
the  action  of  arresters  consisting  of  more  than 
one  cell. 

2S00-volt  Circuit,  Eight  0  F  Cells  in  Series 

These  arresters  so  far  have  acted  about 
like  the  single  cells;  that  is,  voltage  distribu- 
tion has  remained  normal.  Voltage  distribu- 
tion is  obtained  by  means  of  shunting  vacuum 
tubes,  which  break  down  or  glow  at  various 
voltages,  across  each  cell  in  turn.  It  is  the 
same  idea  that  is  used  to  t^st  the  cells  in 
sen-ice  as  shown  in  Fig.  5.  For  sen-ice  con- 
ditions a  vacuum  tube  which  will  glow  at 
about  1000  volts  alternating  current  is  used. 
As  the  internal  condition  of  a  cell  changes,  and 
more  particularly  the  film,  the  voltage  drop 
when  in  series  with  a  number  of  cells  may 
change.  Although  this  is  not  an  infallible 
method  of  picking  out  poor  cells  in  scn'ice, 
it  docs  give  a  reliable  indication  in  most 
cases.  For  voltage  distribution  tests  tubes 
breaking  down  between  100  and  2300  volts 
alternating  current  arc  used.  For  conven- 
ience in  interpolating  these  data,  a  cell  hav- 
ing a  voltage  drop  of  less  than  200  is  desig- 
nated low;  from  200  to  400  nonnal.  from  400 
to  600  high,  and  above  CiOO  very  high.  The 
results  can  then  be  plotted  against  the  re- 
spective cells  by  using  a  ditTcrent  color  for 
each  of  these  four  groups.  The  units  on  2300 
\-olts  ha^•e  shown  with  one  or  two  exceptions 
only  normal  cells  on  voltage  distribution,  and 
the  few  low  or  high  cells,  which  have  appeared 
from  time  to  time,  have  returned  again  to 
normal.  The  leakage  current  of  this  group 
of  arresters  varies  between   1   and   10  milli- 


PERFORMAXCE  AXD  LIFE  TESTS  OX  OXIDE  FILM  LIGHTXIXG  ARRESTER     933 


amperes  and  the  cells  run  at  a  temperature 
of  about  40  deg.  C.  A  few  units  have  failed 
or  lost  their  protection  after  four  years  of 
continuous  sen.'ice. 

12,700-volt  Circuit,  Forty-seven  0  F  Cells  in 

Series 

These  arresters  have  been  running  almost 
two  years  with  no  appreciable  deterioration. 
To  obtain  the  relative  effect  of  dynamic 
and  surge,  similar  arresters  were  run  with 
different  sendee  characteristics,  as  follows: 
(a)  dynamic  only,  (b)  dynamic  and  surge, 
(c)  surge  only,  and  (d)  idle.  The  leakage  cur- 
rent is  from  5  to  10  milliampercs  and  about  the 
same  through  all  the  arresters.  The  tempera- 
ture is  about  35  deg.  C.  at  the  top  of  the  stack, 
45  deg.  C.  in  the  middle  and  30  deg.  C.  at  the 
bottom  of  the  stack.  Results  to  date  show 
that  (a)  and  (b)  types  of  arresters  give  about 
the  same  characteristics;  that  is,  the  daily 
surge  has  no  ill  effect  on  the  arresters.  Both 
(a)  and  (b)  show  a  gradual  tendency  for  low 
voltage  cells  to  appear  at  the  bottom  of  the 
stack  and  higher  voltage  cells  at  the  top. 
Here  again  no  change  has  been  found  to  be 
absolute;   that    is,  unless  a  cell  is  extremely 


high,  it  may  go  from  low  to  high  and  back 
again.  The  low  cells  at  the  bottom  of  a  stack 
may  be  due  to  either  capacity  or  tempera- 
ture, but  probably  the  latter,  as  all  the  cells 
are  about  normal  when  first  put  on  circuit. 
The  (c)  and  (d)  types  of  cells  show  a  general 
scattering  of  high  and  low  cells  throughout 
the  stack. 

This  sort  of  intensive  test  has  been  found 
extremely  valuable  in  determining  ahead  of 
time  what  might  occur  in  servdce  and  also 
for  determining  the  effect  of  changes.  So 
far  as  applying  to  standard  arresters  in  serv- 
ice, it  seems  fair  to  assume  that  if  an  arrester 
will  stand  up  say  four  years  under  such  an 
intensive  test,  it  will  stand  up  several  times 
four  years  in  actual  ser\'ice.  Of  course,  it  is 
always  possible  that  a  more  or  less  direct 
lightning  stroke  or  a  long  arcing  ground  will 
destroy  an  arrester,  so  that  this  conclusion 
should  apply  to  normal  average  service.  As 
yet  the  factor  between  test  and  actual  serv'ice 
is  not  known,  but  it  should  be  determined 
when  longer  ser\'ice  results  are  available. 

The  author  wishes  to  express  his  appre- 
ciation to  E.  E.  Burger  for  his  valuable  assist- 
ance in  obtaining  the  data  used  in  this  paper. 


Oxide  Film  Lightning  Aircstrr  for  Outdoor  Service  on  Three-phase  Circuits.  50.000-73.000  Volts 
Ground  stack  shields  removed  for  cell  inspection  and  test 


18 


GENERAL  ELECTRIC  REVIEW 


NOVEMBER.  1920 


Where  to  Get  G-E  Service — 


Quick  service  is  best  obtained  from  the  nearest  G-E 
sales  office,  distributing  jobber,  or  foreign  representative 


List  of  G-E  Factories 

Conn.c[ii 

Til 

Bndic«pon 

WinJior 

iDdiUU 

Fl  Wayne 

B«lQmor. 

Muucbiu 

etU 

Ev,t.n 

GroncMier 

HDdion 

Lynn 

Piiiifitid 

MUmof 

Sl  Loai 

Ne»  Jer.<7 

Ampff. 

Btll.vill* 

RomU*  Park 

Ne-  York 

N>«  Vo.k  Ciiy 

Rocbrtlcr 

Clf  vfUnd 

Sanduiky 

PduuyUaaia 

En* 

PhiUdrlphta 

\.                       Rhod.  LUnd 

V                 P'^--^i'r 

^ 

For  Basiness  in  tLe  United  States 


G-E  Sales  Office  G-E  Dixtributins  Jobber 

Alabama.  Blrmlni:riiini MattJiews  Eire.  Supply  Co. 

Alabama.  Mobllel ,  ,     .Matthews  Elec.  Supply  Co. 

Arkansas.  Little  Rock        

California,  Los  Anectest Parlftc  Stai«  Elcriric  Co. 

California.  Oakland: Paflrtc  States  Klwt/lc  Co. 

California.  Pan  Franclacojt Pacific  States  Elecirlc  Co 

Colorado.  Denver t Tbe  Hendrle  &  Bolthon  Mfg.  ft 

Sup.  Co. 

Connecticut.  Hartford 

Connecticut,  New  Haven 

Cinnectlciit.  Wat*rl)ur7l New  Enitland  Eng.  Co. 

DIstrlctorColiimlfla.WashlnEtoQ National  Elec'l  Supply  Co. 

Florida,  Jacksonville .  Florida  Elec.  .Supply  Co. 

Florida.  Tampa: Florida  Elec   Supply  Co. 

Georsia,  AUantaSt   Carter  ElecUlr  Company 

Georcla.  Savannahl Carter  Elecirlc  Company 

Illinois.  ChlcagoSf ^ Central  Electric  Company 

Commonwealth  Edison  Co. 

Indiana,  Fort  Wayne 

Indiana.  Indianapolis. .Indianapolis  Eter.  Siinnly  Co. 

Intilana.  South  Dendt South  Bend   Electric  Co. 

Iowa.  Dea  Moines .Mld-Wesl  Electric  Co. 

Kentucky,  Louisville Belknap  Hardware  &.  Muiatee* 

turin?  Co..  Inc 

Louisiana,  New  Orleans Gulf  states  F:iectrle  Co..  Inc. 

Maryland.  Baltimore Southern  Electric  Co. 

Massachusetts.  Boston f Pet Uocell- Andrews  Co. 

Massachusetts,  Sprlngneld 

Massachusetts.  Worcester 

Michigan.  Ucuoit Frank  C.  Teal  Company 

Michigan.  Grand  R^iplda 

Minnesota.  Duluth Northwesui-n    Electric   Equip- 
ment Company 

Minnesota.  Mlnneapollst Peerless  Electrical  Co. 

Minnesota.  St.  Paul: NorUiwcstcm  Elec.  Equip.  Co. 

Missouri.  Joplint 

Missouri.  Kansas  City  t The  B-R  Electric  Co. 

MLssnurl,  St.  Ixiulsjt Wesco  Supply  Company 

Montana.  Uuttet Butte  Electric  Supply  Co 

Nebraska.  Oma&a MId-weti  Electric  Co. 

New  Jersey.  Newark   TrhClly  Electric  Co..  Inc. 

New  Jersey.  Trenion , .  . 

New  VorK,  Albany: Havens  Electric  Co,,  Inc. 

INoG-n  Office 


WoritMat  Erie.  Pa.    Growiwl  arta  tS 
acres.    Floor  jpocc   JJOOOfiOO  «a.  ft. 


C-E  Sales  Office       G-E  Distribatins  Jobber 

New  Vork.  Buflato Rot>eri«>n-Catarac(  Elec.  Co. 

New  York ,  Elmlra 

New  York  Clty|t .E.  B    Latham  ft  Comnaay 

Royal  Eastern  Elec'l  Sup.  Co. 
(Also  Borooffh  of  Br«oUTB 
and  Jaataiea.  L.  I.) 

Blbley- Pitman  £iec   Corp. 

New  York.  Niagara  Falls 

New  Ynrk.  tlochestef .  Wbeekr-Greeo   Elec'l  Sup.  Co. 

New  York ,  .■^cheneclady 

New  Vori:,  s>Tacuse Mohawk  Elec'l  Sup.  Co. 

North  Carolina.  Cbarlotle Eler    Sup[dy  ft  Fqulpmettt  CO. 

Ohio.  ClnclnnaUt The  F     I)     Lawrence  Elec.  C©. 

Ohio.  Cleveland Republic    Electric  Co 

Ohio.  Columbus The  Emer  A  Hopkins  Co. 

Ohio.  Dayton Tbe  Wm     Hall  ElectrleCo. 

Ohio.  Toledo  W.  C    Nagel  Eleeir*c  Co. 

Ohio.  Youniatown 

Oklahoma,  oklahome  Cliyt Southwest  C-E  Co. 

Oregon.  Portland t PaclOe  SUtee  Eleetrte  Co. 

Pennsylvania.  Erie 

Pennsylvania.  PbltadHptilalt PhlladHphla   EleetrV  Conpear 

Supply  Deparureot 

PennsyU-anla.    Plttuburght L'nion   Electne  Company 

Rhode  Island.  Providence 

South  CaroUna,  Columbia; Perry-Mann   Elec.  Co..  iDO 

Teoneasce.  Chattanooga Jamei  8upply  Company 

Tenoeawe.  Knoivllle 

Tcancaace,  Memphis Electric  Supply  Compear 

Tenoenee,  NaahrlUe 

Tetas.  l>allajt Southwest  G-E  Co. 

Texaj.  El  Paaot  Southwest  C^E  Co. 

Texas.  llouJtont Southwest  C-E  Co. 

l"ian    '*a1t  1.ake  Cliyt Capital  Elec  trie  Compear 

Vir.'  fii^     ir  vr,  .Tinri'l     ...SouthrCT)   Electric  Compeaj 

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.ine 


"ina  . 


\\  .    I    tcfleld 

\^  'Til  V  ir,-inia    «.  harlntoaT 

Wianinsln.  .Milwaukee  ...    

For  tiawalun  bu*lne«  aditreM  Cstton.  N«1U  ft  Coaipear.  LM. 

Honolulu 

tWarehoiJse.  fSerrke  Sbop. 


Diatnbulora  for  the  General  Electric  Company  Outside  of  ihe  United  States 

INTERNATIONAL  GENERAL  ELECTRIC  COMPANY.  INC. 

120  Broadway,  New  York,  N.  Y.      Scbcoeclady.  N.  Y.      83  Cannon  Street,  Loodoo 
Foreign  Offices  and  Repeesentalivee 

Greece     aod^    Colonic*:       Compagnle    FraacelM 


Argentina;  General  Electric.  S.  A..  Buenos  Aires. 

Australia:  Australian  General  Electric  Co.,  Ltd..  Sydney  and 

MelOournc. 
Belgium  and  Colonies:  Socieie  d'Electrlclte  et  de  Mecanlque 

Proredes    Thomson-Ilousion    A.    C&rels    Soclete    Anonyme. 

Brussels. 
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BrasU:  General  Electric,  S.  A..  Hlo  de  Janeiro  and  Sao  Paulo. 
Canada:  Canadian  General  Electric  Co..  Ltd.,  Toronto. 
Chile:    International    Machinery   Company,   Santiago,   Anto- 

fagaata  and  Valparaiso. 
China:   Aniier*en.    Meyr  A  Company.  Ltd  ,  Shansbal; 

International    General    Elecirlc  Co.  Inc    (General  repre«enu- 

tiveeof  the  For  East,  excluding  China  and  J aiiaiO  Shanghai. 
Colombia:     Wrssclhueft  ft   Poor,  Medetlln,   liarranquilla  and 

Bogota. 
Cuba:  General  Electric  Company  of  Cuba.  Havana. 
Dutch  East   Indies:  International  General  Electric  Co..  Inc. , 

Socrabala,  Java, 
Ecuador:  Carlos  Cord<>ves,  Guayaoull  and  Quito. 
Egypt:  British  Thomson-Houston  Co..  Ltd.,  Cairo 
France  and  Colonies:  Compagnle  Francalse  Thomson-Houttoa. 

Paris. 
Great  Britain  and  Ireland:  BrltUhThomson-Hou9tonCb..Lt(]. 

Rugby;  International  Ueocral  ElectrleCo..  Inc..  London. 


and     Colonic*: 
uouJiou,  Paris.  France. 
India:    Hrliuh    Thornton-Houston    Co..    Ltd..    Calcutta    and 
Itumbay.    International    General    Electric    Company,   lac 


Co  . 


Ltd  . 


■aki. 


I  General   Etecuie  Co.,  City  of  Mexico  and 

Guadalajara. 
New   Zealand:  National  Electrical  A  Engineering  Co.,  Lid. 

Auckland.  Uunedln.  Cbrblctiurch.  and  Weillngtoo. 
Paraguay:   General  Electric.  S    A.,  Buenos  Aire*.,  Argentina. 
Peru:   \V  .    It     Grace  A  Co  .  Lima. 

Phlilnplne    lalands:    Pattflc  I  ommerclal  Company.  Manila. 
Porio  HIco:    loiernatlunal  lleneral  Electric  Co  .  Inc..  San  Juan. 
Portugal  and  Colonin:  Compagnle  Fraoc&lH  TlMMasoo-llotaioa, 

Parts.  Irance. 
Russia:    \\  •mbshtchala  ElecUlchcskala  Kompaola.  PHrograd 

and  Vladivostok. 
South  Africa:     South  African  General  Electric  Co..Lld..J(^ 

hannesOurg  and  <.'a[>elo«n 
Spain  and   colontrs:  Compag&le  Francalse   Tbomeoo  •  UooMoa 

Madrid. Spain. 
t'Mi:ua>  :    General  Eteeirlc,  S.  A.,  Moatevldco. 
Vrii'iurla:    Wesselhoett  A  Poor.  Caracea. 


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GENERAL  ELECTRIC 

REVIEW 


VOL.  XXIII,  No.   12 


Published  by 

General  Electric  Company's  Publication  Bureau, 

Schenectady,  N.   Y. 


DECEMBER,   1920 


300-TON  ELECTRIC  SHOVEL  IN  OPEN-CUT   MINING 
(Sec  article,  page  938) 


For 
Fractional  H.  P.  Motors 

NEVER  yet  has  anyone  arranged  a  successful 
compromise  between  price  and  quality.  Man- 
ufacturers with  an  established  reputation  to  main- 
tain, never  attempt  it.  Today — as  for  years  past — 
"NORfflfl  Bearings  are  the  accepted  standards  in  hun- 
dreds of  thousands  of  high-duty,  high-speed,  electri- 
cal machines  which  dominate  their  fields  by  virtue 
of  sustained  high  performance.  It  is  a  question  of 
quality — simply. 

See  that  your  Motors 
are  "NORm/q"  Equipped 

THE  M^MM/M  €^MF/^MY 


ILs'InKol  IglairiKo! 


Ball,  Rollci', Thrust  and  Combinalion  Bearings 


General  Electric  Review 

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Vol.   XXIII.   No.    1--' ,yGeferTlilfJrilTon,p.,.y DECEMBER.    1920 

CONTENTS  Page 

Frontispiece:  The  Integrating  Sphere  Photometer ■    .        .        ■        •  936 

Editorial:  The  300-ton  Electric  Shovel  in  Open-cut  Quarrying 937 

The  Electric  Shovel  in  Open-cut  Mining 938 

By  C.  R.  Fisher  and  H.  G.  Head 

Automatic  Substation  for  Alternating-current  Railway  Signal  Power  Supply.     Part  II   .  949 

By  H.  M.  J.\coBS 

Commercial  Photometry.     Part  I 954 

By  A.  L.  Powell  and  J.  A.  Summers 

Photo-elasticity  for  Engineers.  Part  II 966 

By  E.  G.  CoKER 

One  Hundred  Years  Since  Oersted,  Ampere  and  Arago 975 

By  Elihu  Thomson 

Dr.  Elihu  Thomson 983 

By  D.  C.  Jackson 

Studies  in  Lightning  Protection  on  4000-volt  Circuits 985 

By  D.  W.  Roper 

Discussion  by  C.  P.  Steinmetz 998 

J.  L.  R.  Hayden 1001 

V.  E.  Goodwin 1003 

The  Bowl-enameled  Mazda  C  Lamp 1005 

By  Ward  Harrison 


a   =■ 

0    •- 


H 


GENERAL   ELECTRIC 

REVIEW 


THE  300-TON  ELECTRIC  SHOVEL  IN  OPEN-CUT  QUARRYING 

Carl  D.  Bradley 
President  and  General  Manager,  Michigan  Limestone  &  Chemical  Company 


About  ten  years  ago  the  Michigan  Lime- 
stone &  Chemical  Company  purchased  a 
tract  of  several  thousand  acres  extending  for 
several  miles  along  the  shore  of  Lake  Huron 
and  containing  limestone  which  the  company 
intended  to  develop  commercially  for  blast 
furnaces,  chemical  plants,  etc.  The  lime- 
stone lay  close  to  the  water  front  and  delivery 
to  steamers  was  comparatively  easy  and 
economical  with  proper  facilities. 

In  order  to  establish  a  market  for  its 
product  the  company  made  sales  contracts  at 
very  low  prices  which  required  ver}-  careful 
consideration  of  all  details  relating  to  con- 
struction and  operation  of  the  plant  in  order 
that  costs  might  be  kept  within  the  limits 
prescribed  by  the  selling  prices  obtainable. 
Large  scale  operations  were  involved  and 
many  engineering  problems  had  to  be  solved. 
The  general  problem  was  to  drill,  blast, 
quarry  and  transport  the  stone  to  the  mill 
and  there  crush,  size,  wash  and  convey  it  to 
storage,  and  thence  load  it  into  steamers. 

Changes  were  necessarily  made  in  the  plant 
from  year  to  year,  and  the  difficulty  of 
handling  the  great  tonnage  was  finally  over- 
come by  the  installation  of  large  crushers, 
large  screens  and  similar  equipment.  The 
loading  facilities  have  developed  to  a  point 
where  steamers  of  13,000  gross  tons  are 
loaded  in  six  hours,  and  the  management  is 
convinced  that  theoretically  the  problem  of 
quarrying  the  limestone  is  no  different  from 
that  of  handling  and  loading  it.  However,  no 
adequate  means  of  getting  large  output  from 
open  cut  quarry  operations  at  low  cost  had  been 
developed  1  and  therefore  attention  has  lately 
been  forced  upon  production  at  the  quarry. 

Quarrying  operations  are  being  conducted 
against  the  natural  bluff  of  limestone  which  is 
now  in  excess  of  one  and  one-half  miles  long 
and  more  than  one  hundred  feet  high,  requir- 
ing two  benches.  This  bank  is  too  high  for 
the  economic  and  safe  operation  of  the  100- 
ton  steam  shovel,  and  because  of  this  fact  and 
the  high  costs  of  labor  and  material  the 
management   has   become   deeply   interested 


in  the  application  of  large  digging  and  trans- 
portation units  which  will  permit  the  quarry- 
ing operation  to  keep  pace  with  the  mill  and 
loading  system.  If  a  digging  machine  can 
be  had  which  will  take  care  of  5000  tons  of 
material  ,  in  ten  hours  and  operate  satis- 
factorily under  this  punishment  day  in  and 
day  out,  the  problem  is  approaching  solution, 
with  a  resultant  economy  in  all  operations. 

For  the  future  the  quarry  will  approximate 
two  miles  in  length  in  one  face  with  five  large 
electric  shovel  units  working  against  it, 
served  by  locomotives  and  cars  of  comparable 
capacity.  One  man  will  operate  the  shovel 
and  another  the  train,  and  the  tonnage  per 
man  hour  will  be  multiplied  by  five  over  that 
of  present  day  equipment.  With  the  intro- 
duction of  the  300-ton  electric  shovels,  quarry- 
ing on  a  large  property  such  as  that  under 
consideration  is  reduced  to  a  scientific  basis. 

The  modern  trend  in  industrial  develop- 
ment has  been  toward  increasing  the  effi- 
ciency of  the  individual,  or  in  other  words, 
the  rate  of  commodity  handling  per  man 
hour;  only  by  such  a  test  have  we  the  right 
to  measure  accomplishment.  While  the 
management  has  been  able  to  satisfactorily 
increase  the  rate  in  crushing  limestone,  in 
screening,  conveying  and  loading  it,  until 
recently  efficiency  at  the  digging  end  has  not 
kept  pace  with  that  of  other  operations,  and  it 
was  specifically  for  the  purpose  of  improving 
this  performance  that  the  300-ton  electric 
shovel  was  installed.  The  restdts  that  have 
been  accomplished  by  the  new  equipment 
have  been  most  gratifying,  and  it  is  firmly 
believed  that  through  the  proper  application 
of  these  large  electric  shovels  the  quarry 
operations  will  be  made  entirely  satisfac- 
tory. 

The  economical  reasons  that  have  dictated 
the  employment  of  these  largest  electric 
shovels  by  the  Michigan  Limestone  & 
Chemical  Company  will  be  better  understood 
by  a  review  of  their  operations  as  outlined  in 
an  article  by  Messrs.  Fisher  and  Head,  pub- 
lished elsewhere  in  this  issue. 


938     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


The  Electric  Shovel  in  Open-cut  Mining 

By  C.  R.  Fisher 
Electrical  Engineer,  Michigan  Limestone  and  Chemical  Company 

and 

H.  G.  Head 

General  Electric  Company,  Detroit 

Coal  deposits  with  over-burden  too  shallow  to  permit  shaft  mining  now  constitute  the  most  profitable  form 
of  coal  mining  when  large  electrically  driven  stripper  shovels  are  used.  The  principal  contributing  factors  are 
the  greater  depth  of  cut  which  the  larger  shovel  can  make,  the  increased  bulk  of  material  which  its  greater  radius 
of  action  permits  it  to  remove  before  taking  out  time  to  make  a  forward  movement,  and  the  lower  labor  and 
power  costs.  The  performance  of  the  large  electric  shovel  in  stripping  operations  has  naturallv  led  to  its 
adoption  in  other  branches  of  mining,  and  this  article  describes  the  construction  and  operation  of  the  latest 
type  300-ton  electric  shovel  as  applied  to  open-cut  limestone  quarrying,  where  it  has  every  promise  of  dupli- 
cating its  success  in  coal  mining. — Editor. 


The  electric  shovel  is  a  new  develop- 
ment, the  possibilities  of  which  are  being 
recognized  more  and  more  by  quarr\dng  and 
mining  companies.  Heretofore  the  use  of 
steam  as  the  motive  force  for  mechanically 
operated  shovels  has  seldom  been  questioned, 
but  the  present  high  prices  of  coal,  shortage 
of  labor,  and  general  need  of  economical  and 
increased  production  are  causing  progressive 
companies  to  scrutinize  their  operating  con- 
ditions ver\f  closeh'  and  to  seek  ever\'  method 
which  will  increase  the  efficiencies  of  their 
operating  systems. 

The  development  of  the  large  electric 
shovel  has  been  made  possible  largely  through 
application  in  the  middle  west  coal  fields  and 
in  the  iron  ranges  of  Minnesota.  Up  to  a 
few  years  ago  the  100-ton  steam  shovel  was 
the  largest  excavator  in  general  use,  but 
material  handling  has  been  greatly  improved 
by  the  adoption  of  large  electrics. 

In  coal  mining,  the  usual  procedure  was 
for  the  sur\^eyors  to  go  over  all  prospective 
coal  mines  and  buy  up  mining  rights  from 
the  owners.  Wherever  the  coal  had  an  over- 
burden of  25  to  30  feet  or  more  the  option 
was  bought,  but  when  the  over-burden  was 
10  to  15  feet,  the  prospect  was  considered 
uncommercial  because  of  insufficient  material 
above  the  coal  vein  for  safe  shaft  mining. 
This  meant  that  there  was  a  large  amount  of 
very  good  coal  too  close  to  the  surface  to  be 
mined.  However,  with  the  advent  of  the 
large  coal  strippers,  all  of  this  coal  land  was 
reclaimed  and  it  is  now  the  most  remunera- 
tive form  of  coal  mining.  The  art  has  devel- 
oped so  rapidly  that  burdens  up  to  100  feet 
in  thickness  have  been  removed  from  coal 
seams  4  to  5  feet  thick.  In  such  cases,  the 
large  300-ton  shovel  is  commonly  used,  fol- 
lowed by  a  small  friction  electric  shovel 
which  loads  the  coal  into  small  dump  cars. 


The  success  of  these  large  shovels  in  strip- 
ping has  led  to  their  development  in  other 
fields,  such  as  excavating  and  loading  ore 
directly  into  the  dump  cars.  The  success  of 
large  shovels  for  this  work  is  due  largely  to 
the  great  difference  in  the  amount  of  material 
available  in  front  of  the  large  shovel  without 
moving  ahead.  A  smaller  shovel,  say  the 
100-ton  size,  would  have  to  move  ahead 
about  twenty  times  to  handle  the  same 
amount  of  material.  This  would  necessitate 
lengthening  the  loading  track  eight  times, 
whereas  the  large  shovel  would  load  the  same 
amount  of  material  from  one  position. 
Figuring  in  these  delays  of  the  100-ton  shovel, 
the  300-ton  shovel  should  dig  approximately 
twice  as  much  yardage  as  the  100-ton  shovel 
per  shift. 

This  article  was  written  primarily  to  dis- 
cuss the  construction  and  performance  of 
the  model  300  E  Marion  electric  shovel  with 
General  Electric  automatic  control,  recently 
installed  in  the  Michigan  Limestone  and  Chem- 
ical Company  quarry.  In  general  the  shovel 
is  of  the  large  capacity  type  fitted  with  an 
SO-foot  boom  to  give  a  digging  radius  of 
approximately  54  feet  at  the  rail  and  99  feet 
at  40  feet  above  the  rail.  The  present  dipper 
has  a  capacity  of  six  cubic  yards.  Ultimately 
an  eight-yard  dipper  will  probably  be  sub- 
stituted. All  of  the  electric  equipment 
except  the  crowd  motor  installed  on  the 
boom  is  located  in  the  cab,  which  is  appro.x- 
imately  50  feet  long,  22  feet  wide,  and  15 
feet  high.  The  cab  and  boom  revolves  as  a 
turntable  on  a  large  square  platform  made 
up  of  steel  beams  and  plates  and  mounted  on 
four  trucks  for  locomotion  on  eight  130-pound 
rails. 

The  electrical  machiner\-  portion  of  the 
equipment  consists  of  one  four-unit  motor- 
generator  set  with  direct-connected  exciter, 


THE  ELECTRIC  SHOVEL  IN  OPEN-CUT  MINING 


939 


a 
O 


> 


940     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


two  hoist  motors  geared  to  a  common  shaft, 
one  swing  motor,  one  crowd  motor  and  one 
trip  motor.  The  ratings  of  the  units  of  the 
generator  set  are : 

Synchronous  motor  ATI,  6  poles,  435  kv-a  , 
1200  r.p.m.,  2300  volts,  3  phase,  60  cycle. 

Hoist  generator  MPC,  6  poles,  250  kw., 
330  volts  no  load,  250  volts  full  load,  differen- 
tial compound  wound. 

Direct  connected  exciter  EC-5,  4  poles, 
20  kw.,  125  volts,  flat  compound  wound. 

Swing  generator  and  crowd  generator  each 
MPC,  4  poles,  50  kw.,  330  volts  no  load, 
250  volts  full  load,  direct  current,  differen- 
tial compound  wound. 

The  ratings  of  the  direct-current  motors 
are: 

Two  hoist  motors  each  ]MDS  109,  6  poles, 
175/140  h.p.,  400/450  r.p.m.,  230  volts. 

Swing  motor  MDS  106,  4  poles,  75/55  h.p., 
485/550  r.p.m.,  230  volts. 

Crowd  motor  MD-106,  4  poles,  70/25  h.p., 
500/900  r.p.m.,  230  volts. 

The  hoist,  swing  and  crowd  motors  are 
series  wound.  They  are  doubly  rated,  the 
larger  horse  power  value  being  the  inter- 
mittent rating  at  the  lower  speed,  the  smaller 
horse  power  value  the  continuous  rating  at 
the  higher  speed.  The  trip  motor  is  rated 
KTE,  8  pole,  50  lb.  torque,  900  r.p.m.,  220 
volt,  3  phase,  60  cycle.  This  motor  is  of  the 
high  resistance  squirrel  cage  rotor  type. 

The  two  hoist  motors  are  connected  in 
parallel  and  supplied  with  power  by  the 
hoist  generator.  By  a  system  of  gears  the 
hoist  motors  are  used  for  hoisting  the  dipper 
by  means  of  cable  and  drum,  for  propelling 
the  entire  shovel  outfit  on  its  track  to  new- 
digging  positions,  or  for  raising  or  lowering 
the  boom.  The  swing  motor  is  supplied  with 
power  by  the  swing  generator  and  is  used 
for  revolving  the  cab  and  boom  on  the  turn- 
table. The  crowd  motor  is  supplied  with 
power  by  the  crowd  generator.  This  motor 
operates  the  dipper  stick  through  a  system 
of  reduction  gears,  pinions  and  racks.  The 
trip  motor  operates  the  trip  mechanism  on 
the  bottom  of  the  dipper  by  means  of  cable 
and  drum. 

It  should  be  noted  that  the  control  of  this 
new  electric  shovel  is  radically  different  from 
that  of  the  old  type  which  consisted  of  series 
motors  all  operated  from  one  constant  poten- 
tial generator,  speed  variation  being  taken  care 
of  by  a  resistance  in  series  with  the  armature 
of  these  scries  motors,  which  resistance  was 
short  circuited  in  steps  by  contactors  to 
produce   acceleration.      These   motors   were 


protected  by  stalling  relays  and  resistances 
which  automatically  kept  the  current  down 
to  a  proper  value  whenever  the  motor  was 
stalled.  It  is  evident  that  this  type  of  control 
meant  a  heavy  energy  loss  and  lack  of  smooth 
operation.  On  the  new  equipment,  the 
crowd,  swing,  and  hoist  motors  are  each 
supplied  with  power  from  generators  of  their 
own  and  the  speed  control  is  entirely  through 
variation  of  a  resistance  in  the  shunt  field  of 
each  generator  similar  to  the  Ward  Leonard 
control  on  battleship  turrets  and  high  duty 
mine  hoists.  Due  to  the  inherent  protection 
features  of  the  control,  no  protection  of  any 
kind  is  necessar\'  as  the  differential  series 
field  of  each  generator  bucks  the  generator 
voltage  to  nearly  zero  when  the  motors 
are  stalled  at  maximum  torque.  The 
operation  with  the  new  equipment  is  much 
smoother  than  with  the  old  type  and  does 
away  with  the  sudden  stresses  in  the  hoist 
cable.  These  stresses  are  ver\-  objectionable 
as  they  shorten  the  life  of  the  hoist  cable 
^"erv  materiallv. 


p£2!!2IHR}— I 


Fig.  5.     Diagram  of  Main  Connections  Between  the  Four-unit 
Motor-generator  Set  and  the  Hoist,  Swing,  and  Crowd  Motor* 

The  diagram.  Fig.  1,  shows  the  main  con- 
necting circuits  of  motor-generator  set  and 
motors  The  direct  connected  exciter  is 
used  to  excite  the  fields  of  all  the  generators 
and  the  synchronous  motor.  The  resistances 
in  the  fields  of  the  hoist  generator,   swing 


THE  ELECTRIC  SHOVEL  IN  OPEN-CUT  MINING 


941 


generator,  and  crowd  generator  are  varied 
by  means  of  the  three  master  drum  control- 
lers located  at  the  operating  station,  thus 
permitting  the  operator  a  great  range  of 
control  over  the  generator  voltages,  con- 
siderable variation  of  which  must  be  had 
during  process  of  operation  to  give  torque  as 
required  on  the  motors.  The  reversing 
switches  shown  with  the  hoist  motors  are 
operated  manually  by  the  operator  by  means 
of  one  of  two  levers  located  at  the  operating 
station.  These  reversing  switches  reverse 
the  armatures  of  the  motors  with  respect  to 
the  fields,  thereby  reversing  the  rotation  of 
the  motors.  The  rotation  of  the  motors  is 
reversed  in  this  way  only  when  their  power 


tor  for  this  motor  and  also  the  time  limit 
relay  are  energized  by  means  of  a  push 
button.  When  the  push  button  is  pressed 
the  contactor  closes,  short  circuiting  the 
permanent  resistance  in  the  stator  circuit, 
thereby  giving  full  line  voltage  and  full 
tripping  torque  to  the  motor.  The  time 
limit  relay  prevents  the  motor  being  left  on 
full  line  voltage  any  longer  than  is  necessary 
to  operate  the  trip  cable.  If  the  push  button 
is  held  in  too  long,  the  time  limit  relay  trips 
the  contactor  and  releases  the  trip  motor 
from  the  full  line  voltage.  When  the  con- 
tactor opens,  the  permanent  resistance  is 
connected  in  the  stator  circuit  of  the  trip 
motor.     This  resistance  allows  enough  cur- 


Fig.  6.     Diagram  of  Connections  for  Crowd  Motor  Control 


is  used  to  move  the  shovel  as  a  locomotive 
backward  or  for^vard  on  its  track.  The 
swing  generator  is  connected  to  the  swing 
motor  through  either  of  two  pairs  of  con- 
tactors depending  upon  the  direction  of 
rotation  desired  for  the  swing  motor.  The 
crowd  generator  is  connected  in  a  manner 
similar  to  that  of  the  swing  generator.  The 
trip  motor  shown  at  the  bottom  of  the  dia- 
gram, the  air  compressor  motor,  and  the 
lighting  circuits  are  supplied  with  power 
from  three  T^-kw.,  2200/220-volt  trans- 
formers connected  to  the  incoming  line. 
The  trip  motor  is  of  high  resistance  squirrel 
cage  rotor  type  with  permanent  resistance 
connected  in  the  stator  circuit.     The  contac- 


rent  to  flow  from  the  line  into'^the  motor  to 
give  just  sufficient  torque  to  the  motor  to 
take  up  the  slack  of  the  tripping  cable  and 
maintain  a  small  torque  on  the  drum  of  the 
tripping  cable  at  all  times  except  when  the 
motor  is  operating  on  full  torqiie  to  trip  the 
dipper  load. 

The  common  countershaft  of  the  two 
hoist  motors  is  furnished  with  a  friction  band 
pneumatic  brake  normally  spring  set.  The 
crowd  and  swing  motors  are  furnished  with 
a  similar  brake.  The  hoist  drum  is  furnished 
with  two  brakes,  one  similar  to  the  type  used 
with  the  hoist,  crowd  and  swing  motors  and 
another  operated  directly  through  a  foot 
lever.     The   pneumatic  brake  on  the  hoist 


942     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


drum  is  a  revolving  brake  operated  by  air 
introduced  through  the  center  of  the  hoist 
drum  shaft.  This  brake  locks  the  hoist  drum 
to  the  gear  drive  of  the  hoist  motor  counter- 
shaft and  is  disengaged  when  the  empty 
dipper  is  falling  and  when  the  hoist  motors 


1 

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Fig.  7.     Curves  Comparing  the  Bail-speed  Bail-puJI  Characteristic 
of  Series  Motors  with  that  of  a  Steam  Engine  at  Two  Pressures 


are  used  for  propelling.  This 
brake  is  controlled  by  a  sole- 
noid valve  from  one  reverse 
point  on  the  hoist  motor 
drum  controller  and  from  a 
double  pole  knife  switch. 
The  foot  brake  is  mounted 
on  the  hoist  drum  opposite  to 
the  side  on  which  the  pneu- 
matic brake  is  mounted.  This 
brake  enables  the  operator  to 
catch  the  bucket  before  it  hits 
the  pit  on  the  down  drop. 

The  period  of  maximum 
regenerative  braking  is  that 
period  of  time  during  which 
the  hoist  motors  are  driven 
by  the  hoist  cable  as  series 
generators  when  the  loaded 
dipper  is  allowed  to  descend 
while  it  is  swinging  from  the 
digging  position  to  the  dump 
car.  During  the  period  of  regenerative 
braking,  the  foot  brake  of  the  hoist  drum  is 
not  used  and  its  pneumatic  friction  brake  is 
in  a  locked  jjosition. 

The  pneumatic  brakes  are  all  of  the  same 
general  type  consisting  of  a  friction  band  of 


the  action  of  a  powerful  spring.  The  friction 
band  is  loosened  from  the  clutch  surface  by 
means  of  an  air  ram  which  acts  against  the 
tension  of  the  holding  spring  when  air  is 
admitted  under  pressure  by  means  of  a 
solenoid  operated  vahe  energized  on  the 
first  point  of  the  master  controllers. 

The  regenerative  braking  feature  of  the 
equipment  is  a  very  interesting  one.  This  is 
accomplished  mainly  when  the  dipper  is 
being  dropped  with  load  to  the  dumping 
position.  Thus  some  of  the  power  con- 
sumed in  hoisting  the  dipper  is  returned  to 
the  line,  thereby  increasing  the  operating 
economy.  When  regenerating,  the  dipper 
in  its  descent  exerts  torque  on  the  hoist  drum 
through  the  hoist  cable  and  drives  the  hoist 
motors  as  series  generators,  their  direction  of 
rotation  being  opposite  to  that  when  operat- 
ing as  motors  for  hoisting.  As  soon  as  the 
hoist  motor  shaft  reverses  direction  of  rota- 
tion a  switch  is  closed  by  means  of  a  small 
belt  from  the  shaft.  This  switch  closes  the 
small  equalizer  contactor  mounted  at  the 
bottom  of  the  hoist  generator  panel,  thus 
connecting  the  equalizer  circuit  and  per- 
mitting parallel  operation  as  series  generators. 
When  these  motors  arc  operating  as  genera- 
tors the  shunt  field  of  the  hoist  generator  has 


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wood  blocks  which  are  normally  set  through 


Fig.  8-     Characteristic  Curves  of  the  Hoist  Generator.  Motors  and  Their  Combination 


all  its  resistance  cut  in,  causing  a  shunt  field 
so  weak  that  the  differential  series  winding 
is  predominant  and  the  hoist  generator 
operates  as  a  scries  motor,  exerting  its  torque 
on  the  shaft  of  the  synchronous  motor- 
generator  set.  This  regeneration  occurs  only 
on  the  first  point  for\vard  on  the  hoist  con- 


THE  ELECTRIC  vSHOVEL  IN  OPEN-CUT  MINING 


943 


trollcr.  As  the  lever  of  this  controller  is 
moved  over  to  the  second,  third  and  fourth 
positions,  the  shunt  field  of  the  hoist  gen- 
erator is  strengthened,  the  hoist  motors 
stop  regenerating,  their  shafts  come  to  stand- 
still, reverse,  and  then  start  up  in  the  reverse 
direction  and  the  motors  begin  hoisting. 
This  action  occurs  onee  every  cycle  and  for 
the  time  of  its  duration  returns  to  the  system 
approximately  the  losses  of  the  motor- 
generator  set  and  the  power  required  to 
operate  the  swing  motor.  This  action, 
together  with  the  energy  stored  up  in  the 
revolving  elements  in  the  motor-generator  set, 
keeps  the  power  peaks  down  to  a  low  figure. 
The  perfonnance  of  the  swing,  hoist  and 
crowd  generators  and  motors  is  controlled 
by  the  three  master  drum  controllers  men- 
tioned above.  The  hoist  controller  and  crowd 
controller  are  operated  by  means  of  hand 
levers.  The  swing  controller  is  operated  by 
two  foot  pedals,  one  pedal  for  one  direction 


motor  gears  through  a  clutch  for  hoisting  the 
boom.  The  crowd  controller  and  swing  con- 
troller give  reversible  operation,  but  the 
hoist  controller  gives  one  way  operation  only, 
although  one  reverse  point  on  the  hoist  con- 
troller releases  the  revolving  pneumatic 
brake  on  the  hoist  drum. 

On  the  crowd  motor,  protection  is  supplied 
by  interlocks  which  are  operated  by  a  limit 
switch  on  each  end  of  the  dipper  stick  motion 
which  opens  the  magnetizing  circuit  of  the 
contactors  whenever  the  dipper  handle  is 
driven  too  far  at  either  end.  This  is  the  only 
electrical  protective  feature  which  is  installed, 
all  the  other  protection  being  inherent  in  the 
design  of  the  equipment. 

The  shovel  proper  is  supported  by  four 
trucks,  one  at  each  comer.  Each  tnick  is 
driven  by  a  shaft  with  bevel  gear  from  the 
hoisting  mechanism.  This  gives  very  flex- 
ible control  of  the  shovel  proper  and  allows 
a  very  quick  move  up.    Each  truck  is  set  into 


Fig.   9.      Four-unit    Motor-generator   Set,  Consisting  of  a   Synchronous   Motor,  Exciter,   and  Three   Direct  current  Generators. 
The  Latter   Individually  Supply  the   Operating   Motors  with   Power 


of  swing  and  the  other  pedal  for  the  reverse 
direction.  The  controllers  operate  mainly 
on  the  field  rheostats  of  the  swing,  hoist  and 
crowd  generators,  but  the  first  point  of  these 
controllers  operate  the  shunt  contactors  of 
the  contactor  panels  which  close  and  open 
the  main  circuits  between  the  swing,  hoist 
and  crowd  generators,  and  their  respective 
motors.  This  point  of  the  controller  also 
energizes  the  solenoids  of  the  pneumatic 
brake  valves,  thereby  releasing  the  particular 
motors  controlled  for  work.  On  the  lever 
of  the  hoist  controller  is  located  the  push 
button  for  operating  the  control  of  the  trip 
motor.  This  tripping  feature  does  away  with 
the  serv'ices  of  one  man  always  needed  on 
steam  equipments  to  trip  the  dipper.  Two 
levers  are  located  at  the  right  hand  of  the 
operator.  One  is  used  for  connecting  gears 
to  the  hoist  motor  gears  through  a  clutch  to 
accomplish  locomotion  of  the  shovel.  The 
other  is  used  for  connecting  gears  to  the  hoist 


a  hydraulic  cylinder  of  large  dimensions 
similar  to  a  step  bearing.  While  in  operation 
this  cylinder  is  pumped  full  of  oil  and  the 
shovel  practically  floats,  giving  automatic 
alignment  and  cushioning  against  shock  from 
digging.  Each  truck  runs  on  two  130-lb. 
rail  sections  put  together  in  short  lengths  to 
allow  for  a  small  turning  radius  and  carries 
a  load  of  approximately  85  tons,  which  is  well 
within  the  factor  of  safety  for  reliable  opera- 
tion. 

The  hoist  controller  is  used  for  propelling 
after  the  rotating  drum  brake  is  disengaged 
by  opening  a  double  pole  knife  switch. 
Reverse  motion  is  secured  by  knife  switches 
in  the  field  circuits  of  the  hoist  motors. 

The  shovel  is  served  with  2300-volt,  3- 
phase  power  from  the  plant  power  house  at 
a  present  distance  of  approximately  4000  feet. 
The  shovel  is  grounded  by  means  of  a  ground 
wire  in  the  filler  of  the  supply  cable.  This 
ground  wire  is  carried  back  to  the  generating 


944     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


COMPARATIVE  COST   OF   OPERATION,   TEN-HOUR  BASIS 
(August  6,  1920) 


First  Cost  300  Electric 

100  Steam 

J13o.000.00 

$45,000.00 

Interest  87c— 440  10- Hr.  Shifts 

24.55 

8.40 

Depreciation  7%— 440  10-Hr.  Shifts 

21.87 

io<r^ 

10.22 

Maintenance  5%— 440  10-Hr.  Shifts 

15.61 

Actu 

al   16.85 

Oil  Waste  Supplies 

2.00 

5.00 

Coal  70  Bags  80  Lbs.  5600  Lbs.  @  S9.20  Ton 

0.00 

25.80 

Electric  Power 

15.00 

Water  Lines  and  Equipments 

0.00 

5.00 

Labor  Engineer 

10.00 

10.00 

Crane  Man 

0.00 

7.00 

Oiler 

5.00 

0.00 

Fireman 

0.00 

5.00 

Pitmen  (2) 

10.00 

(4) 

20.00 

Lighting 

1.00 

5.00 

Operating  cost  for  10  hours 

$105.03 

$118.27 

Cost  per  carload  100  ton  steam 100  per  cent 

10-hour  tonnage 100  per  cent 

Cost  per  carload  300  ton  Electric 51.5  per  cent 

10-hour  tonnage 172  per  cent 

These  figures  are  digging  cost — do  not  include  large  sa\'ings  such  as  track  labor,  elimination  of  second  cut,  etc. 

(August  4,  1920) 


No. 

of 

Train 

Cars 

Began 

Finished 

Total 
Time 

Train 

Loading 

Loading 

Loading 
Min. 

0 

7:00 

1 

6 

7:08 

7:32 

24 

2 

6 

7-AQV2 

8:0414 

24 

3 

6 

8:11 

8:331^ 

2214 

4 

6 

8:42 

9:07^ 

2o}4 

5 

6 

9:16 

9:41 

25 

6 

6 

9:47 

10:14Ji 

27  J^ 

7 

6 

10:20 

10:42  M 

22  J^ 

8 

6 

10:54 

11:20 

26 

9 

6 

11:26}^ 

U-AQH 

23 

10 

1^2 

11:57 

12:02 

0 

Actual 

Time 

Loading 

Min. /Sec. 


Total 

Delays 

Min./Sec. 


NATURE  OF  DELAYS 


Waiting 
for  Trains 
Min./Sec. 


25:10 

8:00 

23:20 

8:30 

21:53 

6:15 

24:40 

7:59 

25:04 

7:58 

27:00 

6:05 

22:49 

5:38 

23:30 

12:33 

22:51 

6:55 

4:45 

8:15 

00:00 
8:00 
5:45 
6:30 
5:38 
6:05 
4:58 
5:33 
5:55 
6:15 


Cleaning 

Tracks 

Min./Sec. 


:30 
1:30 


:40 
3:00 
1:00 
2:00 


Shovel 
Min./Sec. 


•8:00 
:30 

(Move  up  Ties) — 2:20 

(Move  up) — 4:00 


Miscel. 
Min./Sec. 


Average 
Angle 

Shovel 
Swing 


120 
120 
130 
120 
120 
150 
145 
90 
110 


Lunch  Hour 


10 

iV? 

1:04  H 

1:21^ 

17 

18:29 

4:30 

•4:30 

110 

11 

6 

1:30 

1:55 

25 

24:23 

8:53 

8:53 

120 

12 

6 

2.00}^ 

2:27 

2614 

26:30 

5:32 

5:32 

140 

13 

6 

2:34 

3:05 

31 

31:05 

6:29 

5:14 

(Move  up  Ties) — 1:15 

160 

14 

6 

3:12 

3.36 

24 

24:32 

6:32 

6:32 

1 

150 

15 

6 

3:47H 

4:11 

23  H 

23:30 

10:01 

6:30 

(Move  up)— 3:31 

110 

16 

6 

4:18 

4:40 

22 

22:26 

6:35 

6:35 

100 

17 

6 

5:01 

5:23 

22 

21:42 

22:00 

22:00 

130 

18 

6 

5:29 

5:53 

24 

24:30 

5:30 

5.00 

:30 

130 

*  Inspection,  etc. 

RECAPITULATION 

Stop  watch  time  loading .6  hrs.  57      min. 

Delay  on  inspection 12 'i     " 

Delay  on  trains  (practically  all  shuttling) 1  hr.    55 

Delay  on  mo\^ng  up 7 HH     " 

Delay  on  ending  day  at  5:53 7         " 

Delay  on  cleaning  tracks 9         " 

TOTAL  DAY 9  hrs.  32      min. 

Unaccounted  for  (personal  errors,  false  starts,  etc.) 28         " 

TOTAL 10  hrs 

Total  cars  loaded 108 

Power  consumption 1050  Kw-hrs. 

Total  digging  time  ....  70  per  cent 


THE  ELECTRIC  SHOVEL  IN  OPEN-CUT  MINING 


945 


station,  where  it  is  effectively  grounded.  It 
is  evident  that  the  shovel  cannot  be  well 
grounded  locally  on  account  of  the  nature 
of  the  limestone  formation.  The  3-wire 
transmission  line  is  carried  across  the  quarry 
on  poles  up  to  a  point  near  the  shovel,  where 
it  enters  into  a  3-conductor  cable  which  is 
wound  on  a  drum  attached  to  the  shovel 
turntable  support. 

Reference  to  the  diagram,  Fig.  2,  will 
show  that  the  series  motors  give  a  bail-speed 
bail-pull  characteristic  very  similar  to  that 
of    the    steam    engine.     The    120-lb.    steam 


The  cycle  of  operation  of  the  300-ton 
shovel  with  an  SO-foot  boom  and  G-yard 
bucket  will  average  about  55  seconds.  This 
is  on  the  basis  of  a  ISO-deg.  swing,  and  load- 
ing cars  on  the  same  level  as  the  shovel. 
Loading  cars  on  top  of  the  bank  would 
facilitate  this  operation,  probably  cutting  it 
down  to  40  to  45  seconds.  The  working 
cycle  of  the  small  100-ton  shovel  with  Sj^- 
yard  bucket  is  considerably  faster,  being 
from  22  to  27  seconds.  This  cycle,  however, 
is  based  on  a  100-deg.  swing  only,  as  this  is 
the  usual  arc  of  operation.    With  a  SJ^-yard 


Figs.  10,  11,  and  12. 


Dipper-trip  Panel,  Hoist  Panel,  and  Crowd  or  Swing  Panel  Used  in  the  Control  of  the  300-ton 
Electrically-operated  Shovel 


pressure  engine  curve  is  the  one  which  should 
be  used  in  the  comparison,  as  this  is  the 
pressure  most  usually  maintained  in  practice. 
It  will  be  noted  that  the  full  dipper  pull  is 
at  the  same  speed  for  either  engine  or  motors. 
At  lighter  loads  the  dipper  speed  is  slightly 
lower  with  motors  than  with  the  engine, 
while  at  heavy  load  the  dipper  speed  is  much 
faster  with  the  motors  than  with  the  engine. 
It  will  also  be  noted  that  the  motors  have 
much  greater  stalling  pull  at  very  heavy 
loads,  which  is  a  very  desirable  characteristic, 
provided  it  does  not  exceed  the  mechanical 
strength  of  the  shovel. 


dipper  load  swinging  an^angle  of  100  deg.  the 
loading  operation  of  the  100-ton  shovel  would 
be  very  fast  if  the  material  were  always 
available  in  front  of  the  shovel,  but  due  to 
the  small  radius  of  digging  a  great  portion  of 
the  time  is  used  in  moving  ahead  and  a 
considerable  time  in  moving  the  loading 
track.  Also,  the  loading  track  is  so  close  to 
the  bank  that  the  small  shovels  seem  to  be 
best  served  by  shuttling  trains  to  them.  On 
the  larger  shovel  the  operation  can  be  con- 
tinuous, as  the  loading  track  is  entirely 
clear  of  the  bank.  The  larger  shovel  actually 
operates  on  an  average  swing  of  about   120 


94G     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


deg.,  which  shortens  the  duty  cycle  to  ap- 
proximately 45  seconds  or  better  so  that  it 
will  load  one  train  slightly  faster  than  the 
smaller  shovel,  but  at  a  swing  of  120  deg., 
instead  of  100  deg.  The  great  gain  by  the 
larger  shovel  is  made  in  the  time  saved 
through  the  necessity  of  the  smaller  shovel 
moving  ahead  about  twenty  times  and 
changing  the  loading  track  about  eight  times 
to  handle  the  same  amount  of  material. 
This  gain  is  so  marked  that  at  the  end 
of    10    hours'    operation    the    larger    shovel 


show  better  results  than  this,  as  considerable 
delay  is  experienced  with  the  smaller  shovels 
due  to  slides  from  the  bank  occasioned  by 
blasting  and  by  storms.  The  smaller  shovels 
must  necessarily  operate  very  close  to  the 
bank  on  account  of  their  small  digging 
radius  and  they  are  therefore  very  much 
exposed  to  these  bank  slides.  Besides  the 
loss  of  time  occasioned  by  the  slides,  in- 
creased repairs  must  be  charged  against  the 
smaller  shovels  due  to  them.  The  larger 
shovel  with  its  .54-foot  digging  radius  at  the 


Fig.    13.      Crowd   Motor   Input   Current.     Full   Scale  Equals   1000   Amperes.       Interval   Between   Curved   Lines   IS  Seconds 


Fig.    14.      Hoist   Motor   Input   Current.      Full  Scale  Equals  3000   Amperes.       Interval   Between   Curved   Lines    15   Seconds 


delivers  approximately  50  to  70  per  cent  ton- 
nage excess  over  the  smaller  shovel  under 
unfavorable  loading  conditions.  It  is  con- 
fidently expected  that  later  when  loading 
conditions  become  more  favorable  and  an 
8-yard  dipper  is  substituted  for  the  present 
6-yard  dipper  the  larger  shovel  will  double 
the  output  of  the  smaller  one.  During  a 
season's  operation  the  larger  shovel  may  even 


rail  stands  well  clear  of  the  bank  and  is  in 
no  danger  of  damage  from  it. 

The  operating  cost  of  the  electric  shovel 
shows  marked  advantage  over  the  steam 
shovel  both  as  regards  labor  and  fuel  con- 
sumption. While  the  comparison  of  costs 
between  a  300-ton  electric  and  a  100-ton 
steam  shovel  is  manifestly  unfair  to  the 
electric,  nevertheless  such  comparison  shows 


THE  ELECTRIC  SHOVEL  IN  OPEN-CUT  MINING 


947 


interesting  results.     For  example,  operating 
crews  are  as  follows: 


300-TON  ELECTRIC  I 

1  Shovel  Runner 
No  Craneman 
No  Fireman 

2  Pittmen 
1  Oiler 

4  Men     Total 


100-TON  STEAM 

1   Shovel  Runner 
1   Craneman 
1   Fireman 
4  Pittmen 
No  Oiler 

7  Men    Total 


less  than  5  per  cent  transmission  loss  from  a 
highly  efficient  steam  turbine  plant.  The 
steam  turbines  operate  condensing  with 
consequent  low  water  rate  and  the  steam 
they  use  is  derived  from  boilers  designed 
for  high  coal  economy.  The  engines  on  the 
steam  shovels  operate  non-condensing  with 
full  cut-off  and  their  boilers  cannot  be  de- 
signed for  high  coal  economy.  A  pound  of 
coal  burned  on  the  power  house  grates, 
therefore,  is  much  more  effective  in  power 
production    than    when    burned    under    the 


Fig.   15.     Swing  Motor  Input  Current.     Full  Scale  Equals  1000  Amperes.      Interval  Between  Curved  Lines  15  Seconds 


l>o    U   S.  «■      NO.  2310.C 


Fig.   16.     Kilowatt  Input  to  Shovel.     Full  Scale  Equals  600  Kilowatts.     Interval  Between  Curved  Lines  15  Seconds 


In  addition  to  these  there  are  men  as- 
signed to  water  line  attendance  and  to  coal 
supply  service.  This  attendance  and  service 
is  divided  among  eight  steam  shovels  but 
would  easily  add  one  more  man  chargeable 
to  each  steam  shovel. 

The  electric  power  for  the  300-ton  shovel 
is  obtained  economically  with  low  fuel 
consumption,  as  this  power  is  obtained  with 


steam  shovel  boiler  and  a  great  saving  in 
fuel  for  the  same  amount  of  power  is  the 
result.  Anothei>  great  source  of  gain  in  fuel 
economy  is  due  to  the  fact  that  the  electric 
shovel  consumes  ^-ery  little  power  when  not 
in  use,  while  it  is  necessar\'  to  maintain  steam 
at  all  times  on  the  steam  shovels. 

The  operating  costs  of  the  300-ton  electric 
and    the    100-ton    steam    shovel   were    com- 


9481  December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


puted  by  starting  with  the  original  invest- 
ment in  each  case  and  charging  against  each 
shovel,  interest,  depreciation,  upkeep,  labor 
and  fuel  cost.  Electrical  power  cost  was 
figured  at  IJ/^  cents  per  kilowatt  hour  and 
coal  at  $9.20   delivered  at  the   shovel.      In 


Fig.   17.     Foot-operated    Master    Switch    for   Controlling    the 
Swing  Motor 

spite  of  the  heavy  handicap  of  much  higher 
first  cost  of  the  large  electric  as  compared  to 
the  small  steam  shovel,  the  detail  figures 
show  the  operating  cost  per  shift  to  be  ])rac- 
tically  the  same.  As  stated  above,  for  fair 
comparison  the  same  size  electric  and  steam 
shovels  should  be  compared,  so  that  this 
result  is  a  striking  one.  Considered  another 
way,  the  result  shows  that  every  ton  dug  in 
10  hours  by  the  .SOO-ton  electric  over  the 
100-steam  shovel  is  dug  at  practically  no 
cost,  and  the  cost  per  ton  of  all  material 
dug  in  the  10  hours  is  correspondingly  de- 
creased. For  example,  if  the  large  shovel 
digs  50  per  cent  more  material  in  ten  hours 
than  the  small  shovel,  the  cost  per  ton  dug 
is  663^  per  cent. 

The  elimination  of  the  second  cut  in  the 
bank  was  one  of   the  most   important  con- 


siderations in  choosing  the  large  shovel  in 
preference  to  the  small  one.  The  consequent 
saving  in  track  expense  will  prove  a  great 
asset.  This  is  made  possible  due  to  the  fact 
that  the  large  shovel  can  work  against  banks 
as  high  as  100  feet  or  more,  which  is  inadvisa- 
ble with  a  small  shovel,  as  explained  in  a 
previous  paragraph,  on  account  of  danger 
from  bank  slides. 

Even  now  more  progress  is  being  made  in 
the  perfection  of  the  electrical  control  for 
shovels,  such  that  future  installations  will 
undoubtedly  show  even  better  results  than 


Fig.  18.     Hand-operated  Master  Switch  for  Controllinc  the 
Crowd  Motor 


at  present.  The  probabilities  are  that  they 
will  also  be  found  advantageous  in  other  ap- 
plications as  operators  become  more  familiar 
with  their  characteristics  and  excellent  show- 
ing in  operation. 


949 


Automatic  Substation  for  Alternating-current 
Railway  Signal  Power  Supply 

Part  II 

By  H.  M.  Jacobs 
Railway  Department,  General  Electric  Company 

The  preceding  installment  of  this  article  described  alternating-current  railway  signal  substations  in  which 
the  source  of  reserve  power  is  a  second  commercial  service.  The  present  installment  describes  substations 
that  rely  on  storage  batteries  for  emergency  service  and  these  are  of  two  classes;  namely,  those  substations 
that  demand  uninterrupted  service,  and  those  that  will  permit  of  a  short  interruption  of  one  or  two  minutes. 
With  the  former  class  the  motor-generator  set  must  float  continuously  on  the  storage  battery  and  the  control 
equipment  must  effect  undisturbed  operation  when  commercial  power  fails.  Two  motor-generator  sets  are 
necessary.  In  the  latter  class  of  substation  the  converting  apparatus  stands  idle  until  power  goes  off,  when 
the  control  equipment  operates  to  start  the  motor-generator  set  in  the  prescribed  time. — Editor. 


In  the  preceding  article,  railway  signal 
automatic  substations  for  providing  against 
prolonged  failure  of  the  signal  system  due  to 
failure  of  power  supply  were  divided  into  two 
general  classifications,  and  substations  in 
which  the  reser\'e  power  is  a  second  com- 
mercial source  either  at  the  same  station  or 
at  some  remote  point  were  discussed  in  detail. 
This  article  deals  with  substations  relying  on 
storage  batteries  as  the  reserve  source. 
Although  there  is  no  reason  why  this  class  of 
automatic  substation  is  not  applicable  to  the 
supply  of  power  to  automatic  block  signals, 


Fig.  1.     Power   Equipment   for   Alternating-current   Signaling  Installation  on  New  York 
New  Haven  fit  Hartford  Railroad,  Worcester.  Mass. 

every  installation  that  has  come  to  our 
attention  has  been  at  interlocking  plants 
where  the  movements  of  trains  are  under  the 
control  of  the  tower  man. 

If  traffic  conditions  are  such  that  even  a 
momentary  loss  of  power  would  be  serious, 


the  converting  apparatus  must  float  con- 
tinuously on  the  storage  battery  and  the 
control  equipment  must  be  so  arranged  that 
the  power  feeding  the  signal  system  is 
undisturbed  when  the  commercial  power  fails. 
If  a  slight  interruption  is  permissible,  say 
one  minute,  the  converting  apparatus  may 
stand  idle  until  the  failure  occurs ;  the  control 
equipment  must  be  arranged  to  start  the 
converting  apparatus  and  connect  it  to  the 
signal  power  feeders  within  the  prescribed 
time. 

To  meet  the  first  condition  requires  a  motor- 
generator  set  consisting  of  an 
induction    motor,    an    alter- 
nating-current   generator   to 
stipply  power   to   the   signal 
system,  and  a  direct- current 
machine  which  acts  as  a  gener- 
ator for  charging  the  storage 
battery  or  as  a  motor  for  driv- 
ing the  set  from  the  battery 
when    the   power    supply   to 
the  alternating-current  motor 
fails.     The  generator  may  be 
either  self-excited  or  excited 
from  a  direct-connected  unit. 
A  duplicate  motor-generator 
set  is  necessary.     In  order  to 
take  care  of   the   change   in 
field     current     of     the     d-c. 
machine  when  changing  from 
the  generating  to  the  motor- 
ing condition  and  vice  versa, 
two  field  rheostats  are  pro- 
vided,   one     for     each     con- 
dition.     These   rheostats   are   connected   in 
series,    and    the    one   not   required   is    short 
circuited      automatically    by     the      control 
equipment.     A  speed  regulator  is  connected 
permanently    to    the    field    rheostat    which 
governs   the  motoring  condition  in  order  to 


9.50     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


maintain    constant    frequency    on    the    a-c. 
machine. 

Fig.  1  shows  such  an  equipment  installed 
at  Worcester,  Mass.,  on  the  New  York,  New 
Haven  &  Hartford  Railroad.  Only  one  of 
the  motor-generator  sets  appears  in  the  illus- 
tration. As  these  sets  are  started  by  hand- 
controlled  starting  compensators,  it  is  neces- 
sary to  reconnect  the  motors  to  the  power 
supply  on  resumption  of  power  after  a  failure. 
This  can  be  taken  care  of  automatically  by 
substituting  auto-starters  for  the  hand-con- 
trol type.  With  this  arrangement  the  sets 
will  automatically  shift  from  battery  opera- 
tion   to    induction    motor    operation.      The 


constant  speed  as  before  the  failure  of  power, 
so  that  the  frequency  and  voltage  of  the 
alternating-current  generator  is  not  affected. 
At  many  places  a  slight  interruption  in 
sendee  is  permissible;  at  these  locations  the 
converting  power  apparatus  may  stand  idle 
until  the  failure  occurs.  The  control  equip- 
ment must  be  arranged  so  as  to  start  the  set 
in  the  shortest  possible  time.  The  equip- 
ment required  will  depend  largely  on  the 
character  of  the  signaling  equipment  with 
which  it  will  be  used.  Some  interlockings 
use  alternating  current  for  all  functions, 
whereas  others  have  alternating -current  track 
circuits    and    lights    but    require    a    storage 


rt^ 


g 


@fe: 


rOl 


a 


<^ 


r^ 


Mm 


Tf 


J©j^ ' —  Ca-  -r   o  L  r««>i   i*e<  Of  6o*«»- 


=n 


-^: 


Fig.  2.     Wiring  Diagram  of  Automatic  Substation  Equipment.  Boston  Switch-Central  Falls  Signal  Tower. 
New  York,  New  Haven  &  Hartford  Railroad.  Pawtucket,  R.  I. 


O 


~M 


automatic  control  employs  a  low  voltage 
relay  energized  from  the  a-c.  supply  con- 
nected to  some  magnetically  operated  switches . 
When  power  is  available,  the  relay  is  ener- 
gized and  causes  a  magnetic  switch  to  short 
circuit  the  d-c.  motor  field  rheostat;  the  d-c. 
generator  field  rheostat  is  adjusted  for  the 
desired  current  for  the  battery.  When  power 
fails,  the  relay  is  de-energizcd ;  this  opens  the 
short  circuit  of  the  aforementioned  field 
rheostat  and  short  circuits  the  other.  A  speed 
regulator  is  connected  across  the  motor  field 
rheostat  now  cut  in  circuit,  making  the  direct- 
current  machine  motor  the  set  at  the  same 


battery  for  certain  other  functions.  For  an 
all  a-c.  plant  the  battery  will  be  used  only  for 
furnishing  emergency  power  to  the  motor- 
generator  set.  The  battery  may  be  charged 
either  from  a  separate  motor-generator  set. 
a  mercury  arc  rectifier,  or  the  emergency  set 
running  "reversed."  that  is.  the  alternating- 
current  generator  operating  as  a  s\  nchronous 
motor  and  the  direct -current  motor  operating 
as  a  generator.  Although  the  control  equip- 
ment is  complicated  by  using  one  set  for  both 
the  emergency  power  supply  and  for  charging 
the  battery,  there  is  a  considerable  saving  in 
cost  of  cqui]imcnt  and  floor  space. 


AUTOMATIC  SUBSTATION  FOR  A-C.  RAILWAY  SIGNAL  POWER  SUPPLY       !)31 


Two  such  equipments  have  been  installed 
on  the  New  A^ork,  New  Haven  &  Hartford 
Railroad,  one  at  Pawtucket,  R.  I.,  in  1915, 
and  the  other  at  Stamford,  Conn.,  in  1917. 
The  motor-generator  set  at  the  former  loca- 
tion is  designed  to  deliver  single  phase, 
60-cycle  alternating  current  at  120  volts,  .') 
kv-a.,  0.7  p-f.,  with  a  3-kv-a.  intermittent 
overload  capacity  of  short  duration.  The 
direct-current  machine  operates  as  a  motor  at 
constant  speed  with  the  voltage  of  the  storage 
battery  from  110  down  to  SO  volts;  as  a 
generator  it  will  charge  the  battery  at  50 
amperes  between  110  and  155  volts. 

The  control  equipment  is  arranged  to 
fulfill  four  conditions; 

(1)  On   failure   of   the   commercial   power 

supply  when  the  set  is  at  rest,  to  dis- 
connect the  power  supply,  start  the  set 
from  the  battery,  and  connect  the  a-c. 
generator  to  the  signal  buses  at  normal 
voltage  and  frequency. 

(2)  On   return    of    power    supply,    to    dis- 

connect the  set  from  the  signal  bus 
and  the  storage  battery,  and  reconnect 
the  power  supply  to  the  signal  bus. 

(3.)  On  failure  of  commercial  power  supply 
when  set  is  charging  the  battery,  to  dis- 
connect the  power  supply  and  change 
the  field  current  of  the  two  units  of  the 
set  so  that  the  d-c.  generator  becomes 
a  motor  and  the  synchronous  motor 
becomes  an  a-c.  generator,  and  connect 
the  latter  to  the  signal  bus. 

(4.)  On  return  of  power  supply,  to  notify 
the  operator  so  that  he  can  synchronize 
the  a-c.  generator  with  the  supply,  re- 


Fig 


4.     Motor-generator  Set.  Boston  Switch-Central  Falls  Signal 
New  York,  New  Haven  &  Hartford  Railroad,  Pawtucket,  R.  1 


Fig.  3.      Switchboard,    Boston    Switch-Central    Falls    Signal 

Tower,  New  York,  New  Haven  fit  Hartford   Railroad, 

Pawtucket,  R.  I. 

connect  the  latter,  and  either  continue 
charging  the  battery  or  shut  down  the 
set  by  hand.  Automatic  synchronizing 
does  not  seem  of  sufficient  import- 
ance to  warrant  the  added  complicated 
control  that  would  be  involved. 

From  actual  test,  the  elapsed 
time  to  fulfill  condition  (1)  was 
13  to  15  seconds.  The  signals 
"  cleared  "  in  5  seconds.  Hence 
the  total  interruption  from  a 
traffic  standpoint  is  20  seconds, 
or  less. 

The  interruption  for  fulfilling 
condition  (2)  was  so  short  that 
the  semaphore  arms  on  the 
signals  did  not  drop  to  the  full 
"stop"  position,  but  merely 
"bobbed."  Conditions  (3)  and 
(4)  are  fulfilled  with  no  interrup- 
tion since  the  set  is  running  and 
energy  is  not  cut  off  the  line  at 
any  time. 

Fig.  2  is  a  wiring  diagram  of 
this  equipment  and  Figs.  3 
and    4    show    respectively    the 


952     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII.  Xo.  12 


switchboard  and  motor-generator  set.  A  com- 
plete description  of  this  equipment  and  its 
operation  appeared  in  the  General  Electric 
Review,  January,  1916,  under  the  title 
"Power  Equipment  for  Alternating  Current 
Signaling  at  Interlocking  Plants." 

The  equipment  at  the  Stamford,  Conn., 
plant  is  similar  but  is  of  larger  capacity 
and  provision  is  made  for  charging  the  bat- 
tery from  a  600-volt  d-c.  source  in  case 
of  extreme  necessity.  When  the  set  is  operat- 
ing from  the  batterv,  the  a-c.  machine  will 


simple.  We  will  describe  one  of  several  plants 
of  this  nature  recently  installed  on  the 
Philadelphia  &  Reading  Railroad,  which  is 
illustrated  in  Figs.  5  and  6.  Fig.  7  is  the 
wiring  diagram  of  the  switchboard.  Power  is 
supplied  to  these  plants  from  a  three-phase, 
60-cycle,  4400-volt  aerial  transmission  line 
and  is  stepped  down  by  transformers  mounted 
on  the  pole  structure,  to  110  volts.  The 
storage  battery  is  charged  in  the  customary- 
manner  from  a  motor-generator  set  having 
a  three-phase  induction  motor  started  by  a 


^^^^^^HiT'^^'^'^^^HHhfV'^^     r     ^^9^P^  <^ 

1 

^^^^H^~  '.-'V- 

To 

(J 

1 

^^^^^Ht/ 

E 

«     ;I^^H 

E»« 

.'L'!ik  1 

E 

'{nA    I,-;, 

■^    '    "-"•■     ^      '       f    a 

Fig. 


5.     Switchboard  in  a  Signaling  Substation,  Philadelphia 
&  Reading  Railroad 


deliver  12kv-a.,  .53  power-factor  continuously 
and  20  kv-a.,  .67  power-factor  for  30  seconds; 
when  charging  the  battery  the  d-c.  machine 
will  deliver  S5  amperes  or  less  between  115 
and  175  volts.  By  actual  test  the  set  started 
from  rest  and  was  connected  to  the  signal  bus 
in  5  seconds — less  than  half  the  time  required 
for  the  smaller  outfit  at  Pawtucket,  R.  I. 

For  interlocking  plants  using  alternating 
current  for  track  circuits  and  lights,  and  a 
110-volt  storage  battery  for  the  operating 
functions,  the  automatic  equipment  is  very 


IM 


Fig.  6.     Battery  Charging  Motor- generator  Set  and  Alternating- 
current  Emergency  Motor-generator  Set  in  a  Signaling 
Substation.  Philadelphia  8k  Reading  Railroad 

self-contained  compensator  fitted  with  a 
low  voltage  release.  Should  power  fail  while 
charging  the  battery,  an  underload  circuit 
breaker  will  disconnect  the  generator  from  the 
battery,  and  the  compensator  will  disconnect 
the  motor  from  the  line. 

The  signal  bus,  from  which  all  signal 
circuits  are  supplied,  is  normally  connected  to 
one  phase  of  the  110-volt  power  supply  by  a 
double  pole  magnetically  controlled  contactor 
switch  energized  from  the  source  through  the 
"front"  or  upper  contacts  of  a  control  relay 


AUTOMATIC  SUBSTATION  FOR  A-C.  RAILWAY  SIGNAL  POWER  SUPPLY       953 


also  energized  from  the  power  source.  The 
control  relay  has  two  sets  of  "back"  or  lower 
contacts,  one  set  being  connected  to  a  d-c. 
auto  starter  between  storage  battery  and  the 
motor  of  the  emergency  motor-generator  set, 
and  the  other  connected  to  another  double-pole 
contactor  switch  energized 
from  the  a-c.  generator  of  the 
emergency  motor-generator 
set  to  connect  the  latter  to 
the  signal  bus.  When  power 
fails,  the  control  relay  is  de- 
energized  and  connects  the 
motor  to  the  battery  through 
the  auto  starter,  and  the  coil 
of  the  other  contactor  switch 
to  the  generator.  When  the 
set  has  attained  speed  and  the 
voltage  of  the  a-c.  machine  is 
sufficient  to  energize  the  con- 
tactor switch  to  the  pick-up 
value,  the  latter  closes  and 
connects  the  generator  to  the 
signal  bus.  The  generators  of 
all  the  sets  are  rated  2  kv-a., 
0.6  power-factor,  110  volts, 
ISOO  r.p.m.,  60  cycle,  single- 
phase  and  the  motors  are  o 
h.p.,  110  volts,  shunt  wound 
direct  current.  They  restore 
energy  to  the  signal  bus  in 
after  power  failure. 

The  switchboard  is  simple  to  operate  and 
compactly  arranged.  The  automatic  equip- 
ment and  starter  are  mounted  on  the  sub- 
panels  and  the  instruments  and  hand  switches 
on  the  upper  sections.  All  the  field  rheostats 
are  mounted  on  the  back  of  the  switchboard. 
The  alternating-current  load  on  the  emer- 
gency generator  is  so  constant  that  after 
once  adjusting  the  field  rheostat  for  proper 
voltage,  when  the  set  is  running  at  normal 
speed,  no  other  adjustments  are  necessary. 
For  this  reason  this  rheostat  is  not  arranged 
for  front  of  board  control.  The  frequency 
of  the  a-c.  generator  may  be  varied  by  ad- 
justing the  field  rheostat  of  the  d-c.  motor. 
A  frequency  indicator  and  voltmeter  are 
mounted  on  one  of  the  panels. 

At  some  interlockings  the  switches  and 
signals  are  operated  by  compressed  air.  The 
air  valves  are  controlled  bv  direct  current. 


The  track  circuits  and  lights  are  sometimes 
operated  by  alternating  current.  Such  a 
plant  requires  air  compressors  and  battery 
charging  equipment.  The  control  battery  is 
usualh'  12  to  16  volts.  A  power  failure  would 
tie  up  .such  a  plant  even  though  the  switches 


Battery 


Twm?- 


DCMotor^  ^ 


V    '/'      uifhts 

IIOVA.C  Signa/ 
Feeders 

Am.  Ammeter 

CB.  Circuit  Breaf(er 

F.     Fuse 

F.I    Fraqut-hcy  Indicator 

PR  Potzntial  Plug  5h.Field-i\  ■ 

Re    PeactancK 

Rh   Rheostat  O.COanerator 

He.  Peceptacli 

Rs    Resistor 

Sh    Shunt 

Sw.  Switch 

V.      Voltmatcr 


•nikY    -     1  l!0V3PhaSi 
"  '  -2.  toO  Cycle 
"J-  Supply 


LF 


\Co'npertsator 


Fig.  7. 


Typical  Wiring  Diagram  of  Switchboard  and  Automatic  Substation  Equipment 
for  Railway  Signal  Power  Supply,  Philadelphia  &  Reading  Railroad 


2  to  3  seconds 


and  hand-controlled  signals  could  be  operated, 
because  the  track  circuits  and  lights  would 
be  dead.  If  the  air  supply  is  taken  from  a 
source  not  dependent  on  the  commercial 
power  supply,  delays  due  to  temporary  power 
failure  may  be  eliminated  by  installing  a  larger 
ampere  hour  capacity  low  voltage  battery 
than  ordinarily  required,  and  emergency  equip- 
ment to  operate  from  the  battery.  Two 
such  plants  were  installed  several  years  ago 
at  Jamaica,  Long  Island,  N.  Y.,  on  the  Long 
Island  Railroad.  The  air  is  taken  from  the 
railroad  shops.  Only  one  motor-generator  in 
each  plant  is  used,  the  motor  being  a-c. 
synchronous  type,  which  acts  as  a  generator 
when  running  reversed. 

If  an  inexhaustible  air  supply  cannot  be 
obtained,  the  reservoir  capacity  may  be  made 
large  enough  to  supply  the  demand  over 
a  long  period,  and  the  system  can  operate 
without  a-c.  power  until  either  the  air  supply 
or  the  storage  battery   becomes  exhausted. 


954     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


Commercial  Photometry 

Part  I 

B}^  A.  L.  Powell  and  J  A.  Summers 
Edison  Lamp  Works.  General  Electric  Company 

Satisfactory  illumination  for  any  given  condition  is  largely  dependent  on  physiological,  and  to  a  lesser 
extent  on  psychological  considerations.  Neither  of  these  factors  is  measurable  and  the  only  means 
we  have  of  gauging  the  degree  of  illumination  is  by  the  scientific  process  of  photometry.  The  value 
of  proper  illumination  is  now  generally  appreciated,  and  to  a  corresponding  extent  have  the  methods  of  meas- 
uring illumination  attained  importance.  This  article  is  a  complete  review  of  the  subject  of  photometry, 
including  descriptions  of  photometers,  their  principles,  calibration,  and  use.  The  correct  interruption  of  a 
set  of  readings  is  necessary  in  practice  and  ample  explanation  is  included  on  this  point. — Editor. 


SYNOPSIS 

Part  I 

Introductory^ 

Elements  of  a  Photometer 

Means  of  Var>'ing  the  Light 

Means  of  Comparing  the  Light 

The    Standard    Lamp    and    Calibration 

of  the  Comparison  Lamps 
Measuring  Horizontal  Candle-power    of 

Light  Sources 
Measuring    Spherical    Candle-power    or 

Total  Light  of  lUuminants 
Determination    of    the    Distribution    of 

Light 
Selection  of  Equipment  for  Test 
Calculating  Results  from  Test  Readings 
Portable    Photometers    and  Their   Cali- 
bration. 

Part  II 

Illumination  Tests  of  Interiors 
Brightness  Measurements 
Measurement  of  Reflection  Factor 
Illumination  Tests  on  Single  Units 
Rough  Distribution  Determination  with 

Portable  Photometer 
Street  Illumination  Tests 
Projector  Tests 

Introductory 

Distribution  cur\'es  of  lighting  devices, 
or  the  results  of  photometric  tests,  are  often 
misinterpreted.  In  view  of  their  apparent 
complexity,  they  do  not  receive  the  attention 
they  justly  desen-e.  Other  items,  such  as 
appearance  and  cost,  are  often  given  undue 
weight  in  making  a  decision. 

If  the  art  of  lighting  is  to  advance  on  firm 
ground  a  study  of  the  qualities  of  equipment 
to  be  used  is  necessary'.  The  fixture  man- 
ufacturer can  well  afford  to  spend  some  time 
and  money  analyzing  the  properties  of  the 
glassware  he  employs.  A  purchaser  of  any 
large  amount  of  equipment  should  insist  on 


knowing  its  performance.  This  is  particu- 
larly true  where  similarunits  are  in  competition. 

A  knowledge  of  the  fundamental  principles 
of  photometry  is  of  great  assistance  in  inter- 
preting results  of  the  tests.  It  is  the  purpose 
of  this  article  to  point  out  some  of  the 
features  often  overlooked.  The  section  on 
Selection  of  Equipment  for  Test  indicates 
some  of  the  diversified  factors  which  must  be 
given  consideration,  and  well  warrants  care- 
ful study. 

The  subject  of  photometers  is  treated  in 
greater  detail  than  any  other  phase  of  illumi- 
nating engineering  in  text  books  on  lighting. 
It  is  therefore  unnecessary  to  discuss  minutely 
the  theory  of  photometry  or  photometric 
instruments.  On  the  other  hand,  there  are 
many  phases  of  light  measurements  which 
do  not  come  under  the  category  of  laboratory 
methods,  and  which  only  come  to  the  atten- 
tion of  the  investigator  through  actual  ex- 
perience. It  is  worth  while,  therefore,  to 
briefly  discuss  some  of  these  features  and  to 
describe  the  actual  procedure  necessan,'  to 
satisfactorily  operate  the  photometric  device. 

The  fundamental  quantity  which  we  de- 
termine in  photometn."  is  the  strength  or 
power  of  luminous  flux.  Intensity  expressed 
in  candle-power  is  the  flux  per  unit  solid 
angle,  while  illumination  expressed  in  foot- 
candles  is  the  flux  per  unit  area. 

The  eye  is  very  sensitive  to  light  and  is 
the  basic  instrument,  but  the  unaided  eye 
cannot  determine,  with  any  degree  of  ac- 
curacy, the  absolute  intensity  of  light  or 
illumination.  It  can,  however,  determine  the 
equality  of  brightness  of  two  illuminated 
areas  provided  they  are  contiguous  and  not 
too  dissimilar  in  color. 

Elements  of  a  Photometer 

The  elements  of  a  photometer  are :  A  means 
of  obtaining  adjacent  fields,  a  means  of  vary- 
ing the  intensity  of  illumination  on  one  or 
both  of  the  fields,  and  a  standard  light  source. 


COiM.MERCIAL  PHOTOMETRY 


955 


Means  of  Varying  the  Light 

A  number  of  means  are  used  to  vary  the 
intensity  of  illumination  on  the  photometer 
screen,  namely; 

The  distance  of  the  standard  light  source 
of  the   test   lamp    from  the  screen  mav  be 
varied,    the    law    of    inverse 
squares  holding  true.      Such 
a    method    as    this    is    most 
common. 

A  revolving  sector  disc  may 
be  interposed  between  the 
light  and  the  photometerhead. 
the  proportional  size  of 
opening  determining  the 
amount  of  light  transmitted. 

A  diaphragm  or  absorbing 
media  may  be  interposed. 
The  angle  of  incident  light 
may  be  changed  by  the  use 
of  an  inclined  plate,  the  inten- 
sity being  proportional  to  the 
cosine  of  the  angle. 

The  candle-power  of  the 
standard  may  be  changed  by 
varying  the  voltage  applied 
to  it. 

These  methods  may  be  used 
in  conjunction  with  each  other 
and  the  tj'pical  commercial 
photometer  uses  at  least  two 
of  the  possible  schemes  for 
obtaining  the  desired  varia- 
tion. For  example,  a  stand- 
ard bar  photometer  is  so 
arranged  as  to  vary  the  dis- 
tance and  also  permit  the 
insertion  of  a  rotating  sector 
disc.  A  typical  portable 
photometer  varies  the  dis- 
tance and  supplements  this 
with  neutral  absorbing  screens 
of  known  transmission,  permitting  a  wide  range 
of  measurements  with  a  given  standard  lamp. 

Means  of  Comparing  the  Light 

The  development  of  the  photometric  head 
is  interesting  from  historical  standpoints. 
One  of  the  first  schemes  was  employed  by 
both  Lambert  and  Rumford.  An  upright  rod 
was  so  placed  in  reference  to  the  lamps  under 
test  that  it  cast  two  shadows  on  a  white  back- 
ground. (Fig.  lA.)  When  the  position  of 
these  lamps  was  so  adjusted  that  the  shadows 
appeared  to  the  eye  of  equal  density,  a 
photometric  balance  was  obtained,  and  the 
familiar  law  of  inverse  squares  applied  to 
calculate  the  ratio  of  intensitv. 


Ritchie  employed  a  triangular  shaped  prism 
with  the  apex  toward  the  obser\-er,  one  face 
being  illuminated  by  the  standard  lamp  and 
the  other  by  the  lamp  under  test.  When  the 
balance  occurred,  the  two  faces  appeared 
equally  bright. 


(A) 
<B) 
(C) 
(D) 
(E) 


Fig,  1.     Historic  and  Modem  Photometer  Heads 

The  Lambert  photometer 

The  Bunsen  screen  in  plan  and  elevation 

Plan  of  Lummer-Brodhun  head 

Section  of  Lummer-Brodhun  prisms 

Type  of  field  produced  by  the  Lummer-Brodhun  prisms 

In  the  Joly-Block,  two  rectangular  prisms 
of  translucent  substance,  such  as  paraffin 
or  milk  glass,  are  placed  side  by  side  with 
a  very  thin  opaque  diaphragm  between 
them.  If  one  block  is  then  lighted  by  each 
of  the  lamps  under  test,  the  front  of  each 
block  is  seen  illuminated  by  the  internally 
diffused  light  from  its  respective  lamp, 
and  the  equality  of  brightness  can  be  readily 
observed. 

The  Bunsen  sight  box  has  probably  had 
the  widest  use  of  any  type  of  photometer 
head.  Mirrors  are  arranged  so  that  both 
sides  of  a  screen  can  be  observed  at  the 
same  time.  (Fig.  IB.)  The  screen  is  made 
of  white  opaque  material,  usually  paper,  with 


9.:6     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


a  sharply  defined  translucent  spot,  usually 
made  with  paraffin,  in  the  center. 

The  Leeson  disc  is  a  modification  of  the 
Bunsen  screen  and  is  usually  made  by  in- 
serting an  opaque  sheet,  such  as  tinfoil,  with 
a  central  opening,  sometimes  star  shaped, 
between  two  translucent  sheets,  such  as 
paraffined  paper.  The  sensitiveness  depends 
upon  the  density  of  the  translucent  sheet. 
The  Bunsen  and  Leeson  screens  do  not 
require  the  use  of  a  telescopic  lens  and  can  be 
read  with  both  eyes.  They  are  particularly 
advantageous  for  quick  readings,  such  asare  re- 
quired for  sources  of  rapidly  varying  intensity. 

Two  types  of  Lummer-Brodhun  screens  are 
used,  namely ,  the  comparison  type  in  which  the 
contrast  disappears  when  a  balance  is  obtained 
with  lights  of  the  same  color,  and  the  contrast 
type  in  w'hich  graded  contrast  always  appears, 
the  balance  being  judged  by  the  eye. 

The  Lummer-Brodhun  contrast  screen  is 
the  most  satisfactory'  form  for  precise  work. 
It  is  somewhat  intricate  as  will  be  seen  from 
Fig.  IC,  which  shows  the  sight  box  in  plan. 
The  box  is  mounted  on  the  photometer  bar 
with  its  axis  of  rotation  U  Z  perpendicular 
thereto.  The  screen  proper  c,  c',  d,  d'  is  a 
"disc  of  compressed  magnesia  which  gives  a 
brilliant  matt  surface  upon  which  the  rays 
from  the  sources  of  light  to  be  compared  fall 
normally.  This  screen  is  simultaneously 
viewed  from  both  sides  by  the  help  of  the 
mirrors  Fl,  F2,  and  the  right  angle  prisms, 
A,  B,  shown  in  the  plan  in  Fig.  ID.  Prior  to 
cementing  together  the  hypothenuse  faces  of 
these  prisms,  the  surface  of  A  is  recessed  by 
sand  blasting  in  vertical  strips  as  shown. 
When  the  prisms  are  cemented,  the  spaces 
between  the  strips  are  transparent,  but  at 
the  strips  there  is  a  total  reflection  for  light 
entering  normal  to  the  free  prism  faces. 
Therefore  the  odd  numbered  rays  (Fig.  ID) 
received  from  c,  c'  via  Fl,  enter  the  sight 
field  only  through  the  cemented  faces,  and 
the  even  rays  from  d,  d'  via  F2,  only  by 
total  reflection  at  the  strips.  The  arrows  in 
the  figures  show  plainly  the  course  of  the 
rays.  The  result  is  a  field  resembling  Fie.  IE, 
each  half  circle  receiving  light  from  one  side 
of  the  screen  and  having  superposed  upon  it 
a  trapezoidal  area  received  from  the  other 
side  of  the  screen.  These  areas  are  slightly 
darkened  by  absorption  from  the  glass  strips 
mc  and  gb,  so  that  when  everything  is  in  a 
balance  there  are  two  equally  shaded  areas 
in  a  uniform  field.  The  operator  can  work 
either  by  uniformity  of  field  or  by  equality 
of  contrast  of  the  trapezoids. 


When  lights  of  two  different  colors  are  to 
be  compared,  as  for  instance  red  and  blue, 
it  is  extremely  difficult  to  judge  when  the 
intensities  are  equal.  For  this  work  the 
flicker  photometer  is  used.  In  this  type  a 
screen  is  illuminated  b\'  the  two  sources  of 
light  in  rapid  alternation.  When  the  speed 
is  adjusted  between  10  and  20  alternations 
per  second  the  illumination  appears  to  flicker 
until  the  intensities  of  the  two  become  equal, 
or  the  flash  from  one  bridges  over  the  gap  to 
the  flash  from  the  other.  It  is  essential  that 
the  speed  be  regulated  to  correspond  to  the 
degree  of  accuracy  desired.  With  a  low 
speed  the  flicker  cannot  be  eliminated,  and 
w-ith  too  high  a  speed  the  photometer  loses 
in  sensitiveness. 

The  Standard  Lamp  and  Calibration  of  the  Compari- 
son Lamp 

There  arc  a  number  of  priman,-  flame  stand- 
ards of  luminous  intensity,  or  candle-power, 
based  on  definite  specifications,  carefully 
drawn.  The  satisfactory  operation  of  any  of 
these  is  complex  and  difficult,  and  they  are 
adapted  only  to  the  standardizing  laboratory-. 

Incandescent  lamps,  carefully  standard- 
ized by  comparison  with  the  primar}-  stand- 
ards, are  now-  employed  universally  for  all 
photometry  of  electric  sources.  These  elimi- 
nate variations  due  to  barometric  pressure, 
humidity,  air  temperature,  etc..  which  render 
it  difficult  to  reproduce  the  same  light  with 
flame  standards. 

The  incandescent  lamp,  as  a  standard  of 
candle-power,  was  established  about  18S2  by 
the  Edison  Lamp  Works  and  transferred  to 
the  Electrical  Testing  Laboratories.  Later 
the  United  States  Bureau  of  Standards  took 
charge  of  the  maintenance  of  the  incandescent 
lamp  standards,  verifying  them  by  extensive 
measurements  and  comparisons  with  similar 
determinations  in  other  countries. 

Even-  commercial  laboratory  should  have 
at  least  one  certified  standard  incandescent 
lamp.  In  the  larger  laboratories  it  is  custo- 
mary to  have  secondar>-  standards  which  are 
checked  about  once  a  month  with  the  certified 
standard,  and  with  which  the  comparison 
lamps  arc  calibrated  each  day. 

In  order  that  the  standard  lamp  may  not 
change  in  value,  it  should  not  be  used  more 
than  necessary  for  this  purpose.  Care  should 
always  be  taken  not  to  subject  the  lamp  to 
abnormally  high  voltage. 

Comparison  lamjis  should  be  "aged"  or 
burned  several  hours  before  they  are  cali- 
brated.    After  the  initial  variation  in  can- 


COMMERCIAL  PHOTOMETRY 


957 


die-power  of  an  incandescent  lamp  takes 
place,  it  remains  quite  constant  for  a  con- 
siderable period.  The  comparison  lamp 
should  be  set  up  in  a  definite  position  on  the 
photometer,  and  this  position  relative  to  the 
photometric  screen  should  be  marked  on  the 
bulb  of  the  lamp  with  an  arrow.  For  all 
future  work,  the  same  position  should  be 
maintained.  The  candle-power,  voltage  and 
current  should  next  be  determined,  using 
the  standard  lamp  and  the  method  of 
procedure  discussed  under  Measuring  Hori- 
zontal Candle-power  of   Light  Sources.     It 


described,  a  socket  for  holding  the  lamp 
under  test  and  a  means  of  rotating  it,  a 
comparison  lamp  and  a  means  of  varying  the 
distance  from  either  the  test  lamp  or  the 
comparison  lamp  or  both  to  the  photometer 
head.  This  type  of  instrument  is  still  neces- 
sary for  precision  work  and  the  checking  of 
standard  lamps.  Its  commercial  field,  how- 
ever, is  rapidly  diminishing. 

A  few  years  back  all  ordinary  types  of 
incandescent  lamps  had  the  same  shape  of 
filament  and  distributed  the  light  in  the 
same  general  manner.    A  comparison  of  them 


Fig.  2.     A  Precision  Bar  Photometer  as  Used  in  the  Laboratory.     (Note  the  Screens,  Means  of 

Rotating  the  Lamp,  Photometer  for  Maintaining  Constant  Voltage 

Movable  Head  and  Graduated  Bar  or  Scale) 


is  obvious  that  constant  candle-power  will 
be  obtained  by  operating  the  lamp  at  a 
constant  wattage  if  there  is  no  blackening  of 
the  bulb,  since  at  a  constant  rate  of  energy 
supply  there  will  result  a  constant  light  flux. 
On  the  other  hand,  as  blackening  is  likely  to 
take  place  slowly,  it  is  desirable  to  check  the 
comparison  lamp  at  reasonably  frequent  inter- 
vals. When  the  point  is  reached  where  appre- 
ciable variation  is  noted  between  checks,  the 
lamp  should  be  discarded  and  a  new  compari- 
son lamp  employed. 

Measuring  Horizontal  Candle-power  of  Light  Sources 

The  standard  bar  photometer  (Fig.  2)  is 
used  for  this  purpose.  It  consists  in  brief  of 
a  photometric  head  of  one  of  the  types  already 


on  the  basis  of  the  average  horizontal  candle- 
power  was  acceptable.  Now,  however,  with 
the  Mazda  B  lamps  having  an  extended  fila- 
ment and  the  Mazda  C  or  gas  filled  lamps 
having  concentrated  filaments  of  various 
shapes,  the  horizontal  candle-power  of  two 
lamps  giving  identical  total  outputs  may  be 
quite  different.  It  is  therefore  wrong  to  ex- 
press the  efficiency  in  terms  of  watts  per 
horizontal  candle-power  and  far  more  logical 
to  express  this  factor  in  lumens  per  watt. 
Some  means  must  therefore  be  provided  for 
measuring  the  total  light  emitted  by  a 
source  in  a  rapid  and  convenient  manner. 
This  is  accomplished  by  means  of  the 
spherical  photometer  described  in  the  next 
section. 


95<S     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


In  the  days  of  the  carbon  lamp  it  was 
necessan-  to  test  each  lamp  for  candle-power 
and  efficiency  and  the  bar  photometer  was 
used  for  this  purpose.  The  method  of  opera- 
tion was  as  follows:  A  bo.xed-in  photometer 
of  a   type  shown   in   Fig.   3   was   ordinarily 


Fig.  3.     A  Boxed-in  Type  of  Factory  Bar  Photometer.    Two 

operators  are  able  to  photometer  a   large  number  of 

lamps  per  hour.     The  working  standards  will  be 

noted  on  a  rack  at  the  left 

employed.  The  "reader"  so-called,  because 
she  observ^es  the  "spots, "  was  furnished  with 
a  resistance  connected  in  series  with  the  lamp 
under  test. 

The  photometer  was  set  up  so  that  it  read 
directly  a  given  candle-power,  16,  20  or  32. 
The  lamp  to  be  tested  was  put  up  in  the 
rotating  socket,  and  the  voltage  applied  to  it 
was  varied  until  a  balance  was  obtained. 
The  second  operator  or  "marker"  read  the 
voltage  and  amperage.  A  glance  at  a  table 
indicated  the  efficiency  of  the  lamp.  The 
voltage  at  which  it  gave  its  rated  candle-power 
was  marked  on  the  bottom  of  the  bulb  and 
afterwards  the  lamp  was  so  labeled. 

With  the  diminishing  demand  for  carbon 
lamps  and  the  fact  that  Mazda  lamps  are 
made  of  wire  so  accurately  drawn  to  dimen- 
sions and  cut  to  the  proper  length  that  it 
is  necessary  to  photometer  only  a  ver\-  small 
proportion  of  the  total  product,  this  type 
of  photometer  is  rapidly  going  out  of  use. 

The  bar  photometer  ser\-cs  a  good  purpose 
in  the  laboratory  or  classroom  in  demonstrat- 
ing the  principles  of  photometry  and  making 
such  determinations  as  the  effect  of  voltage 


on  candle-power  and  the  like.  In  installing 
such  an  instrument,  precaution  should  be 
taken  that  surrounding  walls  do  not  cast 
reflections  on  the  photometric  screen.  Any 
stray  light  can  be  cut  off  by  the  use  of  a 
suitable  number  of  shields  or  screens  between 
the  lamps  and  the  photometric  head. 

In  calculating  the  results  from  the  test  with 
this  instrument,  the  standard  fundamental 
and  simple  formula  of 

applies,  where  CPi  is  the  candle-power  of 
standard  source,  Di  the  distance  of  the 
standard  source  to  the  sight  box,  D?  the 
distance  from  the  test  lamp  to  the  screen, 
CP2  the  candle-power  of  the  test  lamp. 

Measuring  Spherical  Candle-power  or  Total  Light 
of  lUuminants 

The  total  light  emitted  by  a  source  rather 
than  the  candle-power  in  a  definite  direction 
is  a  measure  of  the  energ>'  available  for 
illuminating  purposes.  It  is  possible,  of 
course,  to  analyze  the  distribution  of  light 
as  described  in  the  following  section,  and 
calculate  from  this  the  total  flux.  Such  a 
method  is  tedious  and  unnecessary-  unless  tht 
characteristic  of  distribution  is  desired. 

The  globe  photometer  or  integrating  sphere 
(Fig.  4)  gives  us  a  means  of  determin- 
ing the  total  light  with  one  reading  and  is 
now  widely  used.  Its  theor>-  in  brief  is  as 
follows:  When  a  source  of  light  is  placed  in- 
side of  a  spherical  shell  having  a  matt  or 


Fig.  4.     A  Small  IJ-in.  Sphere  Photometer  for 
Testing  Miniature  and  Low  Wattage  Lamps 

depolishcd  surface,  the  light  received  by  any 
part  of  the  interior  surface  may  be  considered 
in  two  parts,  (a)  that  coming  directly  from 
the  lamp  and  (b)  the  light  received  from  the 
remainder  of  the  interior  surface  of  the  sphere 
after  one  or  more  reflections.     The  quantity 


COM M ERCI AL  PHOTOM ETRY 


959 


(a)  is  that  which  is  measured  in  the  ordinary 
photometer,  whieh  determines  the  intensity 
of  Hght  emitted  in  any  one  direction  and  is 
not  considered  at  all  in  the  integrating  sphere, 
for  an  opacjuc  screen  is  placed  between  the 
lamp  to  be  measured  and  the  opening  in 
which  the  photometer  head  is  in 
serted.  The  quantity  (b)  is  constant 
all  over  the  surface  of  the  shell  and 
is  proportional  to  the  total  amount 
of  light  emitted  by  the  lamp  inde- 
pendent of  its  position  in  the  shell. 

To  calibrate  the  sphere,  a  lamp 
of  known  mean  spherical  candle- 
power  of  the  same  type  and  size 
as  being  tested  is  placed  within  and 
a  reading  made  in  the  usual  man- 
ner with  the  photometer;  in  other 
words,  the  substitution  method  is 
applied. 

Where  approximate  or  compara- 
tive readings  are  required  and  it  is 
not  expedient  to  go  to  the  expense 
of  having  a  carefully  constrticted 
sphere,  a  box  photometer  or  mod- 
ified sphere  (Fig.  5)  is  often  used. 
This  consists  of  a  large  cubical  box  with  the 
corners  cut  off  approximating  a  sphere  in  shape, 
painted  with  lithopone  (barium  sulphate), 
and  operated  in  the  same  manner  as  a 
standard  sphere.  Its  accuracy  is  not  of  as 
high  order,  especially  for  lamps  having  dis- 


plest  to  operate  and  to  understand  is  shown 
in  Fig.  6.  This  is  a  twin  mirror  photometer 
of  constant  radius.  The  direct  rays  from 
the  lamp  are  intercepted  by  a  black  screen 
placed  in  the  photometric  axis.  The  light 
which  is  measured  is  reflected  bv  the  mirrors 


Fig.  5. 


Front  and  Rear  Views  of  a  Modified  Sphere  or  Boxed  Photometer 
of  Suitable  Accuracy  for  Commercial  Work 

and  strikes  the  photometer  screen  at  an 
acute  angle.  This  necessitates  calibrating 
the  apparatus  by  the  substitution  method. 
A  source  of  known  candle-power  is  put  [in 
the  same  position  as  the  test  lamp  and 
suitable  readings  taken. 


-E^^di 


PhotWMtnc  Aiiv^ 


Fig.  6.     Sketch  of  Twin  Mirror  Constant  Radius  Distribution  Photometer. 
The  component  parts  are  clearly  indicated 


similar  characteristics,  but  it  serves  a  useful 
purpose  under  commercial  conditions. 

Determination  of  Vertical  Distribution  of  Light 

There  arc  a  number  of  tyjjcs  of  photome- 
ters for  this  purpose  which  are  described 
in   all    good    text    books.     One   of    the   sim- 


In  the  illustration  the  mirrors  are  shown 
in  a  position  not  encountered  in  practice,  but 
this  arrangement  illustrates  the  construc- 
tion. In  actual  operation  each  is  similarly 
placed  on  the  opposite  side  of  a  vertical  line 
passing  through  the  center  of  the  light  source. 
Thus,  if  it  is  desired  to  determine  the  candle- 


960     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


power  at  10  degrees  below  the  horizontal, 
the  mirrors  are  placed  on  the  opposite  sides 
of  the  lamp  10  degrees  below  the  horizontal 
and  so  on.  In  taking  the  reading  at  zero 
degrees  or  directly  beneath  the  unit,  one 
mirror  alone  is  used,  the  other  being  covered 
with  a  piece  of  non-reflecting  black  felt. 


Fig.  7.     The  Appearance  of  the  Twin  Mirrors  as  Viewed  from 

the  Photometer  Head  When  45  Degrees  Above  and  Below 

the  Horizontal 

The  mirrors  serve  to  gather  the  light  at 
any  given  angle,  and  reflect  it  to  the  photo- 
metric screen  as  shown  in  Fig.  7.  Obviously 
in  theory  one  mirror  could  be  used  instead  of 
two,  but  two  mirrors  offer  an  advantage  in 
arc  lamp  photometry  by  reducing  fluctua- 
tions in  intensities  due  "to  the  unsteadiness 
and  travel  of  the  arc. 

In  photomctering  Mazda  B  (vacuum) 
lamps,  the  lamp  and  its  equipment  can  be 
rotated  and  only  one  mirror  used.  In  photo- 
metering  Mazda  C  lamps,  rotation  is  out  of 
the  question  if  accurate  results  arc  to  be 
obtained,  for  the  whirling  action  of  the  cool- 
ing gas  affects  the  candle-power.  Two  mirrors 
offer  an  advantage  in  overcoming  any  varia- 
tion at  difterent  horizontal  angles. 

A  rotating  sector  disc  placed  in  the  photo- 
metric axis  will  be  noted.  This  can  be  used 
on  either  side  of  the  sight  box  and  increases 
the  range  of  the  apparatus.  The  comparison 
lamp  is  suspended  from  a  track  and  manipu- 
lated by  a  steel  tape  driven  by  a  hand  wheel 
below  the  sight  box.  Varying  the  distance 
of  the  comparison  lamp  from  the  ])hotometer 
head  enables  one  to  obtain  a  balance.  Any 
reflected  light  from  the  comparison  lamp  is 
cut    oft"    by   the   opaque   screens   with   small 


openings.  The  sight  box  remains  in  the  same 
position  or  at  a  constant  radius  so  that  the 
incident  angle  of  the  light  rays  will  be  the 
same  as  when  the  photometer  was  calibrated. 

To  calibrate  the  photometer  by  the  sub- 
stitution method,  the  sight  box  is  set  at  a 
definite  point,  say  10  feet,  from  the  unit  being 
tested.  The  mirrors  are  set  at  a  90  degree 
angle  from  the  vertical  and  a  secondary 
standard  lamp  whose  horizontal  candle- 
power  is  accurately  known  is  inserted  in  the 
test  socket  with  its  center  on  the  photometric 
axis.  The  comparison  lamp  is  now  placed 
at  the  distance  from  the  photometer  screen 
corresponding  to  the  candle-power  of  the 
secondary  standard  (assuming  the  scale  is 
graduated  according  to  the  inverse  square 
law)  and  the  voltage  applied  to  the  com.pari- 
son  lamp  adjusted  until  a  balance  is  obtained. 
This  method  takes  care  of  the  absorption 
of  the  mirrors  and  other  constants  of  the 
device. 

Having  determined  the  voltage  at  which 
to  operate  the  comj  aris-n  la.T!p,  the  lamp 
and  reflector  or  globe  equipment  is  placed  in 
position  so  that  the  center  is  on  the  photo- 
metric axis.  Care  is  taken  to  insure  that  the 
light  center  of  the  lamp  is  in  the  proper  rel- 
ative position  to  the  reflector.  This  is  ac- 
complished by  raising  or  lowering  the  ad- 
justable socket  which  is  part  of  the  equipment. 
The  voltage  on  both  the  test  and  comparison 
lamp  should  be  carefully  watched  and  held 
constant.  In  the  case  of  lamps  designed  for 
series  burning,  the  amperage  must  be  held 
constant.  It  is  generally  desirable  to  see 
that  both  amperage  and  voltage  on  any 
lamp  remains  constant,  for  a  chinge  in 
either  indicates  a  change  in  light  output. 

Having  the  set-up  properly  adjusted,  the 
mirrors  are  revolved  around  the  photometric 
axis  and  readings  taken  at  10  or  15  degree 
intervals.  Three  or  more  settings  should  be 
taken  at  each  angle.  The  number  of  settings 
will  depend  on  the  constancy  of  the  source. 
In  the  case  of  a  fluctuating  source,  such  as  an 
arc  lam|3,  more  readings  are  necessary  than 
with  a  steady  source,  such  as  the  incandescent 
lamp.  With  a  fluctuating  source  a  scries  of 
snap  readings  is  preferable  to  a  lesser  number 
of  careful  settings,  otherwise  the  operator  is 
likely  to  follow  the  fluctuations  up  and  down 
the  scale  and  not  obtain  a  true  average. 

Selection  of  Equipment  for  Test 

The  purpose  of  the  test  has  an  impotant 
bearing  on  the  selection  of  samples.  Indi- 
vidual lamps,  reflectors  and  globes  vary,  and 


COMMERCIAL  PHOTOMETRY 


961 


it  is  therefore  necessary  to  use  as  much  dis- 
cretion as  when  testing  samples  of  coal  for 
total  heating  value.  Every  engineer  knows 
how  necessary  it  is  in  this  case  to  obtain  a 
representative  sample. 

If  incandescent  lamps  are  to  be  tested  for 
efficiency  or  life  performance,  it  is  obviously 
impossible  to  test  one  or  two  specimens  and 
obtain  fair  results.  Incandescent  lamps 
resemble  human  beings — some  burn  out  at 
an  early  day,  others  last  over  the  normal  life. 
The  average  life,  however,  can  be  determined 
by  a  test  on  a  suitable  percentage.  The 
efficiency  of  individual  lamps  also  varies 
somewhat.  For  example,  the  standard  speci- 
fications for  incandescent  electric  lamps,  pre- 
pared by  the  Bureau  of  Standards,  state 
that  the  test  quantity  shall  consist  of  5  per 
cent  each  lot  of  lamps  inspected  of  any  one 
type,  size  and  voltage  range,  and  in  no  case 
shall  be  less  than  10  lamps. 

Individual  opalescent  enclosing  globes  and 
similar  accessories  differ  considerably  in 
density.  It  is  impossible  to  blow  glassware 
with  perfect  uniformity.  Thickness,  and 
hence  density  and  absorption,  will  vary.  A 
visual  inspection  will  indicate  the  general 
characteristics  of  the  glassware  and  if  onh- 
one  is  to  be  tested,  a  quantity  should  be 
inspected  and  the  globe  'selected  for  test 
should  be  of  average  density.  If  it  is  possible 
to  test  more  than  one  in  addition  to  the 
average  specimen,  the  globe  which  appears 
particularly  dense  and  one  which  is  very  light 
should  be  selected  to  determine  the  maximum 
and  minim, um  absorption  values. 

Porcelain  enamel  and  similar  reflectors 
vary  a'i  to  quality  of  reflecting  surface,  and 
a  similar  procedure  should  be  followed  in 
selecting  the  test  unit.  A  thin  coating  of 
enamel,  through  which  the  base  metal  is 
visible,  will  have  low  reflecting  power. 

In  selecting  a  lamp  with  which  to  make  a 
distribution  test,  particular  attention  should 
be  paid  to  its  light  center  length  and  phys- 
ical dimensions.  If  it  is  impractical  to  secure 
a  lamp  of  exactly  standard  light  center  length, 
the  position  of  the  socket,  with  reference  to 
the  reflector,  should  be  adjusted  so  that  the 
standard  filament  position  is  attained. 

Lamps  as  ordinarily  manufactured  vary 
somewhat  in  total  light  output.  Tests  should 
always  be  conducted  with  the  test  lamp  emit- 
ting the  proper  rated  lumens  of  the  clear  bare 
lamp.  This  is  accomplished  by  placing  the 
test  lamp  in  a  sphere  without  any  aux- 
iliary equipment;  setting  the  photometer 
attached  to  the  sphere  at  such  a  value  that 


it  reads  the  mean  spherical  candle-power  cor- 
responding to  the  total  rated  lumens  of  the 
lamp,  adjusting  the  voltage  applied  to  the 
lamp  under  test  until  a  photometric  balance 
is  obtained,  then  operating  this  lamp  during 
subsequent  tests  at  the  voltage  thus  deter- 
mined. 

In  the  case  of  using  bowl  frosted  or  bowl 
enameled  lamps,  the  absorption  of  the  frost- 
ing or  enameling  should  first  be  determined 
by  testing  a  group  of  lamps  for  total  output 
at  a  given  voltage,  clear,  then  frosting  or 
enameling  the  same  lamps  and  testing  them 
for  total  output  at  the  same  voltage.  Having 
determined  the  absorption  of  the  frosting  or 
enameling  the  lamps  should  be  operated  at 
the  proper  percentage  of  the  clear  rated  total 
lumens  throughout  the  test. 

The  purpose  of  the  test  determines,  in 
general,  the  procedure  which  should  be  fol- 
lowed in  selecting  a  sample.  If  one  is  en- 
deavoring to  find  out  what  a  certain  equip- 
ment will  do  as  put  out  by  the  manufacturer, 
as  is  the  case  with  the  purchaser,  the  standard 
arrangement  as  to  socket  or  length  of  fixture 
and  regular  run  of  glass,  as  equipped,  should 
be  tested  without  adjustments. 

If  it  is  desired  to  show  from  the  manufac- 
turer's standpoint  what  equipment  will  do 
under  proper  conditions,  then  care  must  be 
taken  in  selecting  average  glassware  and  ad- 
justing for  standard  positions. 

If  in  connection  with  development  work, 
it  is  desired  to  discover  what  is  the  best  com- 
bination of  parts,  readings  can  be  taken  with 
various  lamp  positions  and  with  various 
glassware  combinations,  eventually  deter- 
mining the  best  possible  distribution  with 
minimum  absorption  and  maximum  diftu- 
sion,  or  other  desirable  qualities. 

Calculating  Results  from  Test  Readings 

Having  measured  the  candle-power  or  in- 
tensity of  light  from  the  unit  at  the  various 
angles  in  a  vertical  plane,  the  readings  are 
plotted  on  polar  co-ordinate  paper  to  any  de- 
sired scale.  It  remains  to  calculate  the  mean 
spherical  candle-power,  the  mean  hemispheri- 
cal candle-power,  the  zonal  lumens,  the  down- 
ward lumens  and  the  total  lumens. 

There  are  a  number  of  graphical  methods 
devised  by  Rousseau,  Kennelly,  Macbeth, 
Wohlauer  and  others  for  determining  the 
mean  spherical  candlepower  and  total  flux. 
These  are  all  based  on  the  same  fundamental 
equations. 

If  we  consider  a  lighting  unit  as  suspended 
at  the  center  of  an  imaginan,'  sphere  of  radius 


962     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


R  (Fig.  8),  it  is  obvious  that  the  light  in  an 
angle  from  0  to  15  deg.  directh^  beneath  the 
unit  will  be  spread  over  a  comparatively 
small  area  while  the  light  striking  the  sphere 
at,  sa}-,  75  to  90  deg.  will  be  spread  over  a 
zone  of  much  greater  area.    The  light  flux  or 


Fig.  8.     Diagram  Showing  Variation  in  Zonal  Areas  from  Zero 
to  90  Degrees 

lumens  embraced  by  a  zone  will  be  equal  to 
the  product  of  the  average  intensity  and  the 
area  of  the  zone.  A  summation  of  these 
products  for  each  zone  gives  us  the  total 
value  of  the  light  flux  or  lumens  emitted  by 
the  source. 

It  can  be  shown  by  spherical  trigonometn.' 
that  the  area  of  the  zones  of  the  sphere  are 
to  each  other  as  their  altitudes;  thus  the 
area  of  any  zone  of  this  imaginars^  sphere  of 
unit  radius  is  equal  to 

2  7r  (cos  Oi— cos  02) 
where 

(01  —  02)  is  the  angle  subtended  by  the 
zone  in  reference,  Oi  and  a«  being  measured 
from  the  vertical. 

Substituting  in  this  formula  for  10  degree 
zones,  we  arrive  at  the  following  values: 


Angle  on  Curve 

Zone  Represented 
Deg. 

Constant 

0 

0 

5 

0-10 

.095 

15 

10-20 

.284 

25 

20-30 

.463 

35 

30-40 

.628 

45 

40-50 

.774 

00 

50-60 

.897 

65 

60-70 

.993 

to 

70-80 

1.058 

85 

80-90 

1.091 

The  candle-power  readings  at'  the  various 
degrees  multiplied  by  these  constants  will 
give  respectively  the  lumens  in  the  zone  under 


consideration.  It  will  be  noted  that  the  la? 
constant  is  but  half  of  the  value  that  wou'.  . 
seem  logical.  This  is  because  it  takes  intc 
consideration  only  the  flux  from  85  to  90  deg. 
The  sum  of  these  individual  zonal  lumens  will 
give  the  total  downward  lumens.  The  down- 
ward (0-90  deg.)  divided  by  2  ir  (6.283)  wiU  give 
the  mean  lower  hemispherical  candle-power. 

A  similar  computation  can  be  applied  to 
the  upper. hemisphere,  obtaining  the  upward 
lumens  and  the  mean  upper  hemispherical 
candle-power.  The  downward  lumens  plus 
the  upward  gives  the  total  Itmiens,  which, 
divided  by  4  tt  (12.57),  gives  mean  spherical 
candle-power.  If  it  is  desired  to  determine  the 
lumens  in  any  particular  zone,  say  from 
0  to  60  deg.,  the  sum  of  the  individual 
zonal  limiens  should  be  taken,  bearing  in 
mind  that  the  value  for  the  mid-zone  angle 
of  60  deg.  covers  from  55  to  65  deg.,  and 
therefore  should  be  divided  by  2  to  obtain 
the  flux  only  from  55  to  60  deg. 

The  following  data  should  be  included  in 
a  report  of  a  test  to  determine  the  light  dis- 
tribution of  a  given  unit: 

Type  of  fixture. 

Trade  name  and  number  of  manufacturer. 

Type  of  lamp. 

Size  and  kind  of  bulb,  whether  clear,  bowl  frosted, 
bowl  enameled,  or  all  frosted. 

Rated  volts. 

Rated  amperes. 

Rated  watts. 

Mean  lower  or  upper  hemispherical  candle-power. 

Watts  per  mean  lower  or  upper  hemispherical  can- 
dle-power. 

Downward  or  upward  lumens  per  watt. 

Mean  spherical  candle-power. 

Watts  per  mean  spherical  candle-power. 

Total  lumens. 

Total  lumens  per  watt. 

Per  cent  total  lumens  of  clear  bare  lamp. 

Lumens  in  various  zones. 

Dimensions  of  reflector,  diameter  and  depth. 

Light  center  length  of  lamp. 

Distance  from  edge  of  reflector  to  top  of  base. 

Vertical  distribution  curve  with  note  as  to  whether 
initial,  or  with  depreciation. 

Description  of  equipment. 

Total  lumens  at  which  lamp  is  operated  during  test. 

With  a  constant  radius  photometer,  the  distance  at 
which  readings  were  taken. 

Test  number,  date,  number  of  curve  and  initials  of 
checker  or  inspector. 

A  typical  distribution  c\iT\-e  containing 
this  information  is  reproduced  in  Fig.  0. 

Portable  Photometers  and  Their  Calibration 

The  three  portable  photometers  in  most 
common  use  in  this  country-  are: 

Sharp-Millar  photometer 

Macbeth  illuminator 

Foot-candle  meter 


COMMERCIAL  PHOTOMETRY 


963 


The  photometric  principle  of  the  first  two 
instruments  is  practically  the  same.  Both 
have  a  Lummer-Brodhun  cube  mounted  in  the 
head,  and  use  a  low  voltage  Mazda  lamp  as 
a  comparison  lamp.  In  operation  the  com- 
parison lamp  is  moved  back  and  forth  on  the 
opticalaxisuntilabalanccissecured  in  thecube 
as  seen  through  a  telescope.  Both  have  a  scale 
calculated  according  to  the  inverse  square  law 
and  calibrated  to  read  foot-candles  direct. 

In  mechanical  construction  the  instruments 
are  entirely  different.  The  Sharp-Millar  pho- 
tometer (.Fig.  10)  is  a  box  5  in.  square  by 
28  in.  long.  An  elbow  opposite  the  photometer 
head  has  a  45  deg.  mirror  at  the  elbow  and  a 
translucent  test  plate  at  the  end.  The  lamp 
is  mounted  in  a  carriage  on  the  inside  of  the 
box  and  moves  back  and  forth  with  a  pulley 
and  cord.  A  slot  in  the  lamp  carriage  il- 
luminates the  scale,  so  that  when  a  balance 
is  reached  the  foot-candles  may  be  read 
directly  opposite  the  slot  in  the  lamp  carriage. 
A  resistance  is  mounted  on  the  box  to  keep  the 


Jyahhoe    Metal   ffef/eccor  8€DD-Z00 

/?L  M  SCanaara OomG 

It^nhoe-ffegent  k/orfis  (re^c-c/  CtectfC  Co 

ZOO ilALlt  raiscn  Mazaa  CMuJt'p'e.  lamp,P3-30 Bult>,B.€ 


lamp Botvl  Enamef 

falls /J5 

Amperes /.7d 

n'attsfffatea} 200.00 

Mean  Hemispnencaf  C.P ^IfS.OO 

niatta  Per Meanhsmi5pnencal C.P ,65 

Down^ara  Lurr^ns /  995,00 

Oo^nf^ra  lumens  Per  Watt 9.97 

Mean  5pfierical  CP I5^.00 

ifiztl  Per  Mean  Spherical  CP /.Z6 

Total  Lumens 1995,00 

Total  Lumens  PeriVcU 9.97 

Percent  Total  Lumens  of  Lamp 70.00 

Photometric  Test 
Initial  Distribution  of  Cardle-Poiver  in  a  Vertical  Plane 


Peactings  TaKen  at  IQ Ft  Radiums 

Bowl  Enamel  Lamp  Operatea  at  2^50  Total  Lumens 

Equipment 

2i  m   holder      ' 

Steel  Reflector 

iVhite  Porcelain  Enamel  Reflectins Surface 


Fig.  9.      Typical  Vertical  Distribution  Curve  Containing 
Data  Essential  for  Coniparison  or  Repetition  of  Tests 

voltage  across  the  lamp  constant.  A  battery 
meter  set  consisting  of  milliammeter,  6-volt 
storage  battery  and  resistance,  is  provided 
with  the  photometer.  The  elbow  may  be 
turned  in  any  direction  so  as  to  read  normal 
or  horizontal  illumination.     The  instrument 


is  quite  sensitive  and  is  capable  of  as  great 
accuracy  as  is  desirable  for  portable  pho- 
tometric work. 

The  range  of  the  foot-candle  scale  is  from 
0.4  of  a  foot-candle  to  20  foot-candles,  but  by 
means   of    neutral    tinted  absorbing    screens 


_«3_ 


Fig.    10.      Front   and    Top   View   of  the   Sharp-Millar   Portable 
Photometer 


Fig.  11.      Sectional  View  of  the  Macbeth  Photometer 

the  range  may  be  increased  from  4/1000  of  a 

foot-candle  to  2000  foot-candles. 

The  Macbeth  photometer  (Fig.  11)  consists 
of  a  tube  9  in.  long  by  X'^/'i  in.  in  diameter. 
Inside  of  this  tube  is  the  carriage  which  holds 
the  incandescent  working  standard.  The 
carriage  is  mounted  on  a  brass  rod  extending 
through  the  end  of  the  tube.  A  rack  and 
pinion  operates  the  rod  and  draws  the  car- 
riage back  and  forth.  On  one  side  of  the  rod 
to  which  the  lamp  carriage  is  attached  is 
engraved  a  direct  reading  scale  calibrated 
from  1  to  25  foot-candles.  An  index  point  is 
attached  to  the  bottom  of  the  tube.  This 
index  point  may  be  changed  so  as  to  allow 
for  adjustment  if  variation  in  filament  posi- 
tion occurs  when  renewing  standard  working 
lamps.  At  the  other  end  of  the  tube  is  the 
Lummer-Brodhun  cube  in  a  rectangular  box. 
The  photometric  field  is  observed  through  a 
telescope.  The  opening  opposite  the  telescope 
is  aimed  or  pointed  toward  the  detached  test 
plate  which  is  placed  at  the  point  where  it  is 
desired  to  know  the  illumination.  The  test 
plate  made  of  glass  is  finished  by  a  special 
process  so  as  to  get  the  minimum  error  when 
viewed  at  various  angles.  With  a  given 
illumination   a   perfect    plate   would    be    of 


964     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


equal  brightness  when  viewed  from  all 
directions.  Such  a  surface  has  never  been 
secured.  The  plate  used  with  the  Macbeth 
ilkxminator  shows  practically  no  error  up  to  an 
angle  of  25  deg.,  and  from  that  point  the 
error  is  much  less  than  with  most  other 
materials  that  have  been  tried. 


Fig.  12.      Exterior  of  the  Foot  candle  Meter 

In  order  to  increase  the  range  of  measure- 
ments absorbing  screens  are  provided.  These 
screens  are  made  of  neutral  tinted  glass  which 
may  be  placed  on  one  side  or  the  other  of  the 
Lummer-Brodhun  cube,  thus  widely  extend- 
ing the  normal  range  of  the  instrument. 
There  is  no  limit  to  the  number  of  screens 
which  may  be  used,  either  neutral  or  colored, 
for  selective  absorption.  These  screens  are 
easily  inserted  or  removed.  With  the  absorj)- 
tion  screens  usually  supplied  the  range  of  the 
instrument  is  from  2/100  to  1200  foot-candles. 
This  may  be  increased  by  additional  screens 
3000  times  maximum  or  minimum  if  desired. 
The  auxiliary  apparatus  supplied  for  this 
instrument  is  the  controller  and  the  reference 
standard. 

The  controller  is  a  self-contained  unit  con- 
sisting of  a  milliamm.etcr,  two  adjustable  resist- 
ances, double-])ole  double-throw  switch,  the 
necessary  connectors,  and  two  dry  batteries. 
A  detachable  shoulder  strap  makes  it  possible 
to  hang  the  instrument  over  the  shoulder  and 
conveniently  carry  it  about.  Flexible  leads 
connect  the  controller  with  the  photometer. 

The  reference  standard  is  in  a  housing 
which  fits  over  the  tube  at  the  end  of  the 
photometer  head,  and  is  used  for  calibrating 
the  photometer.  In  using  this  reference 
standard  the  photometer  may  be  calibrated 


at  any  time,  anj^  place,  without  a  dark  room, 
and  is  a  decided  convenience  because  the 
operator  may  calibrate  the  instrument  him- 
self and  thus  eliminate  the  personal  factor 
which  is  always  present  when  using  the  illu- 
minometer  standardized  by  others. 

The  sensibility  and  accuracy  of  this  instru- 
ment are  about  the  same  as  the  Sharp-Millar. 

The  foot-candle  meter  (Figs.  12  and  13j  is 
based  on  the  grease  spot  or  Bunsen  photometer 
principle,  which  is  modified  to  fit  the  design 
and  character  of  this  meter.  In  the  case  of 
the  Sharp-Millar  and  the  Macbeth  photom- 
eter the  working  standard  lamp  is  moved 
back  and  forth  until  the  spot  in  the 
photometer  head  is  balanced  by  the  external 
source.  In  the  case  of  the  foot-candle  meter 
a  series  of  spots  are  lighted  from  one  lamp 
in  a  fixed  position,  which  illuminates  a  box 
which  forms  the  background  of  the  series 
of  spots.  In  reading  the  meter  the  spot  is 
selected  which  Vjlends  with  the  background  of 
the  scale,  this  background  being  illuminated 
b>'  the  external  source  or  room  illumination 
which  it  is  desired  to  measure. 

The  screen  consists  of  a  piece  of  clear  glass 
on  which  are  two  thicknesses  of  paper,  one 
of  which  is  punched  with  a  series  of  round 


Fig.  13.     Intciior  of  the  Foot-candic  Meter 

holes  and  is  fairly  opaque,  and  the  other  is 
highly  translucent.  This  screen  forms  one 
side  of  the  light  box,  which  is  so  constructed 
that  the  screen  is  illuminated  from  within 
to  a  much  higher  intensity  at  the  right  than 
at  the  left.     The  exposed  side  of  this  screen 


COMMERCIAL  PHOTOMETRY 


965 


is  ver\-  nearly  uniformly  lighted,  and  con- 
sequently the  round  spots  appear  brighter 
than  the  screen  surface  at  the  right  end  and 
darker  at  the  left.  It  is  evident  that  the 
point  where  the  spots  change  from  lighter 
tfian  the  screen  surface  to  darker  the  illumina- 
tion on  both  sides  of  the  screen  is  approx- 
imately the  same.  When  the  instrument  has 
once  been  calibrated  the  illumination  inten- 
sity indicated  by  a  foot-candle  scale  on  the 
screen  may  be  read  at  a  glance. 

A  three-cell  flashlight  battery  supplies 
current  for  the  lamp  through  an  adjustable 
rheostat.  A  voltmeter  across  the  lamp  in- 
dicates when  the  proper  voltage  is  supplied. 
The  entire  equipment  is  built  into  a  small 
case,  6  by  8  in.,  weighing  only  3  lb.  It  is  not 
as  accurate  nor  as  sensitive  as  the  large 
photometer,  but  it  has  thoroughly  demon- 
strated its  value  for  a  light  weight  non-com- 
plicated instrument  for  general  sur\-ey  work 
and  for  measuring  the  illumination  in  fields 
where  a  large  photometer  could  not  be  con- 
veniently or  practically  used. 

Calibration 

Frequent  checking  or  calibration  of  photom- 
eters is  necessarv^  if  any  degree  of  accuracy 
is  to  be  expected.  The  equipment  necessary 
to  do  this  work  is  a  voltmeter  to  keep  the 
voltage  across  the  standard  lamp  constant, 
a  calibrated  standard  lamp  and  adjustable 
resistance,  and  constant  voltage  supply. 
Calibrated  standard  lamps  for  this  purpose 
can  be  secured  from  the  Electrical  Testing 
Laboratories  in  New  York  or  the  Bureau  of 
Standards  in  Washington. 

With  a  given  voltage  marked  on  the  stand- 
ard lamp  a  certain  candle-power  is  given  in 
a  specified  direction.  The  lamp  is  set  up 
and  the  exact  voltage  of  the  lamp  is  impressed 
on  it,  and  maintained  constant  during  the 
calibration.  Place  the  photometer  a  measured 
distance  from  the  lamp  and  calculate  the 
foot-candle  intensity  at  that  point.  Set  the 
comparison  lamp  of  your  photometer  at  the 
calculated  foot-candle  intensity'  and  varj' 
the  resistance  on  your  photometer  until   a 


balance  is  secured.  For  instance  if  an  S  c-p. 
lamp  is  used  set  the  horn  of  the  photometer 
two  feet  from  the  light  source,  or  filament 
of  the  lamp.  At  two  feet  from  an  S  c-p.  lamp 
according  to  the  inverse  square  law,  we  get 
two  foot-candles.  Set  the  comparison  lamp 
of  the  photometer  at  two  foot-candles,  var\' 
the  resistance  on  the  photometer  until  a 
balance  is  secured  with  the  calibration  lamp. 
Note  the  current  or  voltage  on  the  photo- 
meter instrument,  and  that  is  the  point  at 
which  to  hold  the  comparison  lamp  in  the 
photometer  when  making  the  test.  Care 
should  be  used  not  to  burn  the  reference 
standard  lamp  longer  than  absolutely  neces- 
sary, as  continued  burning  will  destroy  its 
accuracy. 

The  only  difference  in  calibrating  a  pho- 
tometer with  an  external  test  plate,  like  the 
Macbeth,  is  to  set  the  plate  in  place  of  the 
photometer,  keeping  its  face  normal  to  the 
lamp.  In  pointing  the  photometer  at  the 
test  plate  keep  within  30  deg.  of  normal  and 
do  not  allow  am*  extraneous  light  to  enter 
the  tube. 

The  Sharp-Millar  photometer  may  also 
be  used  with  an  external  test  plate  by  simply 
removing  the  cap  holding  the  translucent 
plate  at  the  end  of  the  horn  and  calibrating 
as  described  above.  White  blotting  paper 
may  conveniently  be  used  as  a  temporary 
test  plate,  although  a  specially  prepared 
glass  plate  is  more  constant  and  more  per- 
manent. 

If  the  calibrating  devices  that  are  furnished 
with  the  instrument  are  used  they  should  be 
checked  occasionally  against  the  standard 
lamp  to  see  that  they  have  not  deteriorated. 

When  calibrating  the  foot-candle  meter 
it  is  necessarj'  that  the  meter  lie  in  a  horizon- 
tal position  while  being  calibrated.  This  is 
true  because  the  needle  of  the  voltmeter  con- 
tained in  the  instrument  is  balanced  to  read 
correctly  in  the  horizontal  position.  When 
the  voltage  indication  has  once  been  deter- 
mined, however,  the  meter  may  be  used  in 
any  position. 

{To  be  Continued) 


9  06     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


Photo-elasticity  for  Engineers 
Part  II 

By  E.  G.  CoKER,  D.Sc.  F.R.S. 

Professor  of  Engineering  in  the  University  of  London,  University  College 

Written  specially  for  General  Electric  Review 

In  this  article  the  author  first  gives  the  results  of  some  experimental  work  on  the  determination  of  stress 
in  the  neighborhood  of  a  circular  hole  in  a  tension  mamber,  using  celluloid  models.  He  also  gives  the  results 
of  some  independent  determinations  of  stress  in  similar  steel  pieces,  and  compares  the  results  with  those 
required  by  theory.  A  theoretical  proof  that  stress  distributions  are  independent  of  the  elastic  constants  of 
the  material  in  many  cases  is  outlined.  Further  experimental  results  are  given  covering  the  case  of  elliptical 
holes  in  tension  members  and  extending  the  study  to  the  important  matter  of  cracks  and  discontinuities. 
Knowledge  of  these  results  is  important  in  many  practical  cases  of  design  such  as  boiler  plating,  steam  tur- 
bine wheels,  and  any  case  where  a  stressed  member  contains  holes. — Editor. 


Holes  and  Cracks 

The  effect  of  a  hole,  or  a  group  of  holes,  on 
the  distribution  of  stress  in  any  member  or 
element  of  a  machine  under  load  is  of  great 
interest  and  importance,  since  in  most 
engineering  operations  holes  are  drilled  or 
othenvise  shaped  for  connections  like  bolts 
and  rivets,  or  possibly  as  means  of  communi- 
cation between  neighboring  chambers,  for 
assembling  purposes  and  the  like.  Whatever 
their  use  may  be  it  can  be  shown  that  they 
alter  very^  greath"  the  stress  distribution  in 
their  neighborhood,  and  the  combinations 
in  which  such  discontinuities  can  occur  in 
practical  work  are  so  immense  in  number 
that  it  is  only  possible  to  deal  with  a  limited 
number  of  simple  cases;  in  fact  very  few 
have  been  solved,  as  yet.  experimentally  or 
by  calculation. 

The  importance  of  this  group  of  cases, 
however,  warrants  us  in  considering  them 
somewhat  early  as  practical  examples  of  the 
use  of  photo-elastic  investigation. 

In  the  simplest  case  of  a  very  wide  tension 
member,  having  a  hole  of  moderate  size 
drilled  centrally,  we  have  already  seen  that 
when  load  is  applied  the  color  effects  are 
marked  around  the  boundary-  of  the  hole, 
even  when  the  rest  of  the  plate  is  under 
little  stress.  The  efTects  are  symmetrical 
about  the  line  of  pull,  and  most  intense  at 
points  distant  from  the  center  line,  and  they 
gradually  decrease  in  intensity  as  we  approach 
the  axis,  until  at  an  angular  distance  of  about 
30  degrees  from  this  there  is  no  stress  at  all. 
Along  that  portion  of  the  boundary  nearest 
the  center  line  there  is  a  compression  stress 
which  attains  its  maximum  value  at  the  axis, 

TABLE  I 


as  may  be  readily  verified  by  aid  of  the 
exploration  tension  member. 

Very  many  holes  have  been  examined 
optically  and  as  an  example  of  such  measure- 
ments we  may  take  a  hole  '4  in.  in  diameter 
in  a  plate  on  which  the  load  applied  gives  a 
uniform  stress  of  570  pounds  per  square  inch 
of  cross  section  well  rcmo\-ed  from  the  dis- 
continuity. An  exploration  of  the  stresses  at 
difTerent  angular  points  of  this  boundary- 
shows  that  the  maximum  stress  reached  is 
1720  pounds  per  square  inch  in  tension,  and 
Table  I  shows  that  it  varies  greatly  with  the 
angular  distance  from  the  axis.  Fortunately, 
we  arc  able  to  compare  these  results  with 
calculation,  since  this  example  is  one  of  the 
cases  for  which  an  exact  solution  has  been 
found  and  it  can  be  shown  that  the  boundar\' 
stress  follows  the  law 


s  =  p  {1-2  cos  2  0) 


Fis.  1 


Angular  Distance  6 
from  Axis 

0° 
-  .-)4n 

15° 
-400 

30° 

-20 

45° 

+580 

(50= 

+  121X) 

75" 

9cr 

Stress  in  pounds  per 
square  inch 

-1-1. t30 

+  1T20 

PHOTO-ELASTICITY  FOR  ENGINEERS 


<)G7 


This  is  substantially  what  is  found  in  this  and 
all  like  cases.  A  cylindrical  hole,  in  fact,  raises 
the  stress  to  three  times  its  normal  value  at 
the  sides  of  the  hole  as  the  linear  diagram 
(Fig.  1,  Curve  A)  shows,  and  very  much 
increases  the  stress  at  places  near  to  this; 
but  this  is  not,  as  a  rule,  realized  by  practical 
men,  and  often  a  hole  is  considered  as  a  mere 
loss  in  cross  section.  It  is  much  more  than 
this,  however,  as  an  inspection  in  the  polari- 
scope  shows.  It  is,  moreover,  easy  to  prove 
that  a  new  load  of  the  same  type  may  actually 
decrease  the  stress  at  the  hole  if  it  is  applied 
at  right  angles  to  the  former  direction.  If 
it  has  the  same  general  intensity  we  then  get 
a  uniform  stress  all  round  the  boundary,  of 
twice  the  mean  intensity  (Curve  C),  due  to 
the  combined  effects  of  the  boundarv'  stresses 
(Curves  A  and  B),  since  the  effect  of  the 
extra  load  is  to  eliminate  all  variations  due 
to  angular  change.  If,  on  the  other  hand,  a 
similar  load  of  the  opposite  sign  is  imposed 
(Curve  D),  in  this  new  direction,  the  stress  is 
increased  to  four  times  the  intensity  at  the 
edge  of  the  hole  at  four  places  (Curve  E),  two 
along  the  ax'al  line  in  compression  and  two 
at  the  ends  of  the  transverse  diameter.  Com- 
bined stresses  of  this  kind  are  of  frequent 
occurrence  in  practice  and  some  of  special 
interest  occur  in  the  rotating  disl<s  of  turbine 
wheels  where  they  are  pierced  by  holes  and 
it  is  often  found  to  be  necessary  to  increase 


Fig.  2.      Stresses  Around  Circular  Hole  as 
Shown  by  Polarized  Light 


the    thickness    of    the    metal    around    these 
discontinuities  in  order  to  avoid  fracture. 

If  now  we  proceed  further  to  examine  the 
condition  of  stress  away  from  the  boundary 
of  the  hole  we  need  to  know  the  directions  of 
the  principal  stresses  since  we  have  no  bound- 


ary to  help  us,  and  it  becomes  necessary, 
therefore,  to  map  out  the  region  by  the  aid 
of  plane  polarized  light  using  the  crossed 
polarizer  and  analyzer.  For  such  a  case  as 
the  present  it  is  comparatively  easy  to 
determine  these  directions  and  the  process 


Fig.  3 

is  indicated  by  the  bands  observed  around  a 
somewhat  larger  hole  and  these  are  found  to 
have  the  forms  of  the  type  shown  in  the 
illustration.  Fig.  2,  thereby  fixing  the  direc- 
tions of  stress  in  the  area  around  the  hole. 
A  number  of  these  bands  with  the  directions 
of  the  stress  marked  on  them  are  shown  in 
Fig.  3,  while  the  stress  distribution  is  indi- 
cated in  the  color  photograph  of  Fig.  4A,  and 
although  this  diagram  gives  all  the  informa- 
tion required  it  is  not  in  a  very  convenient 
form  and  it  is  generally  preferaljle  to  re-cast 
the  information  it  gives  by  drawing  curves 
which  show  more  directly  the  directions  of 
the  stress  at  any  point. 

The  simplest  way  of  carrying  this  out 
is,  in  the  present  instance,  to  take  a  cross 
section  at  some  distance  from  the  discon- 
tinuity where  the  lines  of  principal  stress  are 
parallel  and  perpendicular  to  the  direction  of 
the  pull  and  then  produce  these  lines  in  the 
direction  of  the  hole  and  guide  their  directions 
by  the  isoclinic  lines  so  that  at  any  point 
these  directions  correspond.  Proceeding  in 
this  way  a  new  map  is  obtained  as  shown  in 


968     December,  1920 


GENER.\L  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


Fig.  5  on  which  it  is  usually  convenient  to 
project  the  stress  picture  forrned  in  circularly 
polarized  light  and  then  proceed  to  determine 
the  stress  difference  opticaUv  at  the  points 
required.  If  further  it  is  desired  to  know  the 
magnitudes  of  each  principal  stress  one  of  the 


methods  described  in  the  preceding  lecture  must 
be  applied  in  order  to  effect  the  separation. 

In  a  case  where  a  14-in.  hole  pierced  a  plate 
1  m.  in  width  this  separation  was  effected  by 
aid  of  lateral  measurements  of  the  strain 
across  the  minimum  section  and  it  was  then 
found  that  the  values  of  (P^Q)  at  various 
pomts  reckoned  from  the  center  of  the  hole 
had  the  following  values : 

Hole  }4  in.  in  diameter  in  a  plate  1  in.  wide 

TABLE  I 


Distance  from   I 
Center  of  Hole 

STRESSES  IN  POUNDS  PER  SQUARE  INCH 

in  Inches 

P+Q              ip-d)      1            p 

9 

—0.50 

—0.40 
—0.30 
-0.20 
-0.14 
—0.125 

0 
+0.125 
+0.14 
+0.20 
+0.30 
+0.40 
+0.50 

530 
550 
650 
930 
1440 

1350 
910 
660 
560 
500 

540 
580 
630 
750 
1460 
1720 

1730 
1400 
760 
660 
580 
560 

535 
565 
640 
840 
1450 
1720 

1730 
1375 
835 
660 
570 
530 

—5 
—15 
+  10 
+90 
—10 

-25 
+75 

-16 
—30 

which  at  once  gives  the  separation  of  the 
stresses  required  and  also  shows  that  the 
effect  of  the  puU  produces  a  cross  stress  at  this 
section  which  although  small  is  perfectly 
definite  with  a  ma.Kimimi  value  near  the 
boundan,-  of  the  hole. 

It  is  of  interest  to  compare  these  resiilts 
with  those  obtained  by  the  elastic  theory-  of 
the  effect  of  a  hole  in  a  ver\'  wide  plate.  Fig.  6. 

For  such  a  case  we  obtain  the  stresses  in 
polar  co-ordinates  in  the  form 

^-ii(-7:)+('-:-:+#-'«[ 
'"■M('+'^)-('+#'''-"[ 


poe  — 


P 


I 


sin  2  e 


which  become  for  the  cross  section  measured 


Prr- 


pM- 


prB  =  0 

in  which  the  uniform  stress  p  corresponds  to 
an  infinite  plate,  so  that  for  a  finite  plate  some 
correction  is  required.  As  the  experimental 
cur\-c  for  p^  is  found  to  closelv  follow  the 
theoretical  value,  it  is  probablv  sufficiently 


accurate  to  assume  that  it  has  the  same  law. 
If  then  p„  is  the  mean  average  stress  at  the 
section  through  the  hole  of  radius  a,  where 
2  ca  is  the  width  of  the  member,  we  obtain 


fma{c  —  l)=J  pM.dr 


PHOTO-ELASTICITY  FOR  ENGINEERS 


(.4)   Circular     hole. 


(B)     Elliptical  hole. 


(C)      Slit. 


(D)     Silt  with  ends  bored  out  to 
reduce  stress. 


(£)      Slit  with  ends  bored  with  elliptical 
holes  to  further  reduce  the  stress. 


Fig.  4.      Tension  Members  with  Various  Shaped  Holes  in  Them  Showing  Maximum  Stress  Intensities  at  Top 
and  Bottom  of  Holes.      Tension  is  Applied  in  a  Horizontal  Direction 


Part  II 


PHOTO-ELASTICITY  FOR  ENGINEERS 


969 


giving 


P  =  P' 


'li 


c     2c-     2c^ 


) 


an  equation  for  the  required  value  appropriate 
to  this  case  of  570  pounds  per  square  inch. 
Comparison  of  the  experimental  and  theoret- 
ical results  then  show  almost  perfect  agree- 
ment for  the  stress  across  the  section,  but  not 
so  good  for  the  cross  stress. 

This  discrepancy  arises  from  the  manner 
in  which  the  latter  value  is  determined  as  a 
difference  between  the  sum  and  difference  of 
the  principal  stresses,  and  as  both  are  in 
general  large  values  any  small  errors  in  their 
determination  become  still  larger  percentages 
of  the  cross  stress  values.  Although  errors 
tend  to  accumulate  in  this  way,  there  is 
sufficient  agreement  to  show  that  the  be- 
havior of  the  cross  stress  follows  the  law 
indicated  by  theory  and  that  the  maximum 
values  of  this  stress  occur  at  a  short  distance 
away    from    the    hole    at    a  radius  r  =  a\/2 

corresponding  to  — t^  =  0  for  d  =  ^- 


size  of  hole  but  the  maximum  stress  is  still 
approximately  3  p  even  when  the  diameter  of 
the  hole  is  half  the  width  of  the  plate.  Fig.  7. 
It  is  noticeable,  however,  that  the  zero  stress 
at  this  boundary  tends  away  from  the  central 
line  while  the  stress  at  the  ends  of  the  cross 


Fig.  8 


Fig.  7 

It  is  interesting  to  examine  what  effect  is 
produced  by  successive  enlargement  of  the 
hole  in  such  a  plate  and  it  is  found  that 
around  the  boundars'  of  the  hole  the  stress 
distribution  changes  gradually  with  increased 


section  becomes  less  than  that  indicated  by 
the  theoretical  expression  for  pee- 

This  latter  phenomenon  is  in  fact  just 
perceptible  with  a  14-in.  hole  in  a  1-in.  plate 
and  becomes  more  marked  with  a  hole  of 
greater  size.  Another  peculiarity  which 
seems  connected  with  this  latter  phenomenon 
is  that  the  stress  along  the  straight  edges  of 
the  tension  member  appears  to  always  be 
less  at  the  intersection  with  the  central 
cross  section  than  at  any  other  place. 

It  is  quite  perceptibly  so  with  a  .^i-in.  hole 
and  the  appearance  of  the  specimen  in  the 
polariscope  shows  that  this  must  be  so  since 
the  bands  of  constant  stress  difference  inter- 
sect these  boundaries  at  two  places  away  from 
the  central  cross  section,  showing  that  a 
minimum  stress  value  lies  between.  With  a 
J/^-in.  hole  (Fig.  7)  in  a  1-in.  plate  the  stress 
at  places  along  the  parallel  sides  about  an 
inch  away  from  the  minimum  section  is 
actually  about  40  per  cent  greater  than  that 
at  the  ends  of  the  central  cross  section  and 
as  the  hole  becomes  still  greater  the  maximum 
and  minimum  values  become  still  more 
pronounced.  In  a  plate  1.1  in.  wide,  with  a 
central  hole  O.SS  in.  diameter.  Fig.  S,  it  was 
found  that  the  maximum  stress  along  the 
edges  rose  to  three  times  the  value  of  the 
minimum  and  it  seemed  possible  from 
observations  of  the  color  bands  shown  in 
Fig.  4A  of  the  stress  distribution  across  this 


970     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


minimum  section  that  the  stress  at  the  outer 
edge  might  actually  change  to  compression 
if  the  hole  became  sufficiently  large. 

On  tnang  this  with  a  hole  about  5  in.  in 
diameter  in  a  plate  about  5.2  in.  wide,  it  was 
found  that  the  minimum  stress  did  not  even 
in  this  case  become  negative  but  was  approxi- 
mately zero,  while  the  variation  across  the 
section  was  approximately  linear.  For  ver\' 
large  holes,  therefore,  the  maximum  stress  is 
approximately  double  the  mean  stress  across 
the  section. 

It  seems  natural  to  inquire  whether  the 
stress  distributions  produced  by  holes  in 
nitro-cellulose  are  obtained  in  materials  used 
for  constructive  purposes,  and  for  one  of  the 
cases  described  here  it  happened  that  some 
data  for  comparison  existed  which  afforded 
a  completely  independent  test  since  the 
measurements  on  a  steel  bar  with  a  central 
hole  had  been  carried  out  by  one  of  my 
Japanese  students,  Y.  Satake,  who  was 
not  at  the  time  aware  of  the  peculiarities 
which  were  afterwards  obser\-ed  in  trans- 
parent specimens. 

He  had,  in  fact,  undertaken  a  sun-ey  of  the 
stress  condition  of  a  steel  bar  1.5  inches 
broad  and  0.4S8  inches  thick,  by  measuring 
the  lateral  contractions  observed  when  a  load 
of  2.S  tons  was  applied  to  the  ends  of  this 
tension  member.  The  measurements  afforded 
values  of  the  sum  of  the  principal  stresses  at 
various  points  when  the  lateral  strains  were 
multipled  by  the  value  of  £,  which  latter 
were  obtained  by  direct  measurement  and 
were  found  to  have  the  mean  value  98.3  X 10"'. 

His  measurements  across  the  central  cross 
section  gave  the  distribution  shown  in  Table 
II. 

TABLB  II 


1 
Distance  from       , 

Lateral  Strain 

(P+O)  ="■£,...- 

Center  of  Hole 

^io-« 

=98.3 

in  Inches 

in  Inches 

Lateral  Strain 

0.256 

232 

22.820 

0.266 

227 

22.310 

0.320 

205 

20.150 

0.376           1 

179 

17.600 

0.476 

147 

14.450 

0.576 

114 

11.210 

0.676 

105 

10.320 

0.710 

92 

9.040 

There  were  no  experimental  values  on  a 
plate  of  optical  material  which  corresponded 
exactly  to  this  case,  the  nearest  available 
being  for  a  ?^-in.  hole  in  a  1-in.  plate.  For 
comparison   purposes,    therefore,    the    linear 


dimensions  of  this  latter  were  increased  in 
scale  to  make  the  holes  agree  in  size,  while 
the  stresses  were  adjusted  in  the  ratio  of 
their  equivalent  tensions.  These  values 
were  then  plotted  for  comparison  and  they 
are  sho^Ti  on  Fig.  9,  in  which  the  upper  cur\-es 
show  the  value  of  {P+Q)  obtained  from  the 
elastic  theory-  with  the  actual  stress  distri- 
bution cur\-es  for  the  steel  members  immedi- 
ately below.  This  latter  cur\'e  corresponds 
ver\'  closely  therewith  except  at  the  ends, 
while  the  nitro-cellulose  specimen  gives 
slightly  lower  values  and  in  both  cases  the 
stress  distribution  near  the  parallel  contours 
have  a  steeper  gradient  than  theor>-  indicates, 
although  they  agree  fairly  well  with  each 
other. 

An  additional  check  on  the  accuracy  of  the 
measurements  was  obtained  by  integrating 
the  normal  stress  across  the  minimum  section 
and  comparing  it  with  the  pull.  For  this 
purpose  the  cross  stress  was  calculated  and 
deducted  from  the  measured  (P+0)  cur\-e 
for  steel  to  give  the  stress  distribution  cur\-e 
marked  P  on  the  diagram,  and  it  was  then 
found  that  the  average  error  of  the  measure- 
ments was  3.5  per  cent  in  excess,  a  satis- 
factory- agreement  having  regard  to  the 
diflicultv    of    accuratelv    measuring    lateral 


I 


I 


Fig.  9 

strains  in  the  steel  bar.  the  largest  of  which 
was  only  two  or  three  ten-thousandths  of  an 
inch. 

Additional  evidence  of  the  applicability  of 
experiments  on  nitro-cellulose  to  steel  was 
afforded    by    a    comparison    of    the    stress 


PHOTO-ELASTICITY  FOR  ENGINEERS 


971 


distribution  along  tlie  sides,  also  shown  in 
Fig.  9,  where  the  agreement  was  still  closer, 
and  would  probably  have  been  still  more  so 
if  the  two  specimens  had  been  exactly 
similar.  Taken  as  a  whole,  this  comparison 
of  the  stress  distribution  in  two  specimens 
of  different  materials  warrants  the  conclusion 
that  photo-elastic  investigations  may  be 
safely  used  to  infer  stress  distribution  in 
metals  within  the  elastic  limits  of  the  material. 
This,  however,  does  not  complete  the 
evidence,  for  there  are  theoretical  grounds 
supporting  this  conclusion  which  may  be 
briefly  described  here. 

It  has  already  been  shown  that  the  general 
equations  of  equilibrium  for  a  plate  are 
expressible  in  the  form 

dpxx  .  dpxy^^^ 
dx        dy 
dpxy  ,  dpyy^Q 
dx        dy 
where  the  stresses  may  be  taken   as  mean 
values  throughout  the  thickness. 

If  u  and  V  are  the  average  values  of  the 
displacements  corresponding  to  a  point  x,y 
of  the  plate  the  corresponding  strains  are 

_du  _dv  _du     dv  ,  . 

''"'d^'    '"'^dy'    ^"'"d^^Tx         ^^' 

Differentiating  the  first  of  the  equations  (1) 

with  respect  to  .v  and  the  second  with  respect 

to  y  we  obtain  the  stress  relation  in  the  form 

d^p^x_d^pyy_      d'p: 

dy^' 


dx^        dy'^  dxdy 

An  identity  which  is  satisfied  by  a  function 
X  (Airy's  Function)  if 

d^X     .        d^x     .  d\ 


(6) 


In  a  similar  way  the  strains  of  equations  (2) 
may  be  shown  to  be  connected  by  the  relation 

d-txx  .  d-iyy     d-fxy_„  ,.. 

dy^       dx-      dxdy 
while  the  relations  between  stress  and  strain 
are 

mEtxx  =  mpxx  —  p  yy 

mEtyy  =  mpyy  —  pxx 

mEezz=  —{pxx  +  Pyy) 

mEexy  =  2  {m  +  l)pxy 
If  now  the  stresses  in  these  latter  equations 
be  expressed  in  terms  of  the  function  x  by 
aid  of  equations  (3),  (4)  and  (5),  and  the 
values  of  the  strains  obtained  are  substituted 
in  the  strain  relation  ((3)  we  obtain  after  some 
reduction  the  relation 

d'x  ,  d'x  ,  .^_d'x^ 
dx-dy 


— -l--^-l-2 
dx'^^dy''^ 


=  0 


(7) 


the  fundamental  equation  of  plane  stress 
which  as  will  be  observed  involves  no  elastic 
constants.  Now  since  the  stresses  can  all  be 
expressed  in  terms  of  x  by  equations  (4) 
these  latter  must  also  be  independent  of  the 
elastic  constants  for  any  plane  stress. 

The  tacit  assumptions  underlying  this 
conclusion  are  the  generalized  elastic  law 
and  a  single  boundary  condition,  but  Michell 
has  shown  that  it  is  still  true  for  bodies  with 
any  number  of  separate  boundaries  provided 
the  applied  forces  over  each  have  no  resultant. 
If,  however,  there  is  a  resultant  unbalanced 
force  on  a  boundary,  then  elastic  constants 
have  to  be  taken  into  account  and  a  cor- 
rection made  when  applying  the  results  from 
one  material  to  obtain  the  stress  distribution 
in  another. 

This  is  a  subject  which  offers  a  very  attrac- 
tive field  for  further  investigation,  and  until 
further  work  is  accomplished  it  is  somewhat 
difficult  to  form  an  opinion  on  the  magnitude 
of  the  correction  to  be  applied  in  such  cases. 

Elliptical  Holes  and  Cracks 

The  use  of  elliptical  holes  in  practice  is  so 
limited  that  the  stress  distribution  around 
discontinuities  of  this  kind  would  have  little 
interest  for  engineers  if  it  were  not  for  the 
information  they  give  on  the  stress  due  to 
cracks.  These  latter,  if  straight,  may  be 
regarded  as  cases  of  an  ellipse  in  which  one 
axis  is  very  small,  and  it  is  probable  that 
even  if  a  crack  is  of  irregular  shape  its  ends 
may  still  be  regarded  as  limiting  cases  of  an 
ellipse  with  a  major  axis  in  the  directions  of 
these  ends. 

The  stress  around  elliptical  holes  in  a  wide 
tension  member  has  been  examined  by  Mr. 
Kimball  of  the  General  Electric  Company's 
Research  Laboratory,  and  the  writer; 
Fig.  4B  shows  the  general  characteristics  of 
the  stress  distribution  at  the  boundary  of 
such  a  hole  having  a  major  axis  1.20  inches 
long  perpendicular  to  the  line  of  pull,  and  a 
minor  axis  0.8  inches  in  length  in  the  line  of 
pull.  As  will  be  observed,  the  concentration 
of  stress  is  very  great  at  the  ends  of  the 
major  axis,  and  diminishes  as  the  boundary 
is  traversed,  and  finally  becomes  a  com- 
pression with  a  maximum  value  at  the  minor 
axis.  The  variation  in  stress  along  this 
boundary  in  terms  of  the  uniform  stress  R 
in  the  plate  away  from  the  hole  is  shown  in 
Fig.  10,  from  which  it  will  be  observed  that 
the  maximum  tensional  stress  is  AR  and  the 
maximum  compression  stress  is  R.  These 
results  agree  with  the  theory  developed  by 


972     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


Professor  Inglis,  who  has  shown  for  such  cases 
that  the  maximum  stress  is  i?(l  +  2  a/b)  where 
a  and  b  are  the  principal  axes  perpendicular 
to  and  along  the  line  of  pull  respectively, 
and  also  that  this  diminishes  as  the  boundary 
is  traversed  in  the  manner  shown  by  the 
dotted   curve   of   Fig.    10.      The   agreement 

Stress   at   Boundary 
of    elliptical    hole 


Fig.  10 

between  experiment  and  calculation  is  in'fact 
very  close.  In  a  further  case  examined  with  a 
major  axis  of  1.25  inches  and  a  minor  axis  of 
0.375  inches,  a  similar  agreement  was  ob- 
tained. The  experiments  and  calculations, 
therefore,  appear  to  justify  us  in  assuming 
that  when  there  is  an  elliptical  hole  with  its 
minor  axis  in  the  line  of  pull  and  the  minor 
axis  is  very  small  compared  with  the  major 


«  2- 


j 

i 

i 

■^ 

';-.p.4 

IJ 

-1 
o 

X 

u 
o 

o 

NO-.,. 

H^ 

/■ 

"~~-4-~£_ 

>-oT 

L 

)-— * 

_ 

i 

1.0  1,5  2.0  2p 

DISTANCE     FROM    CENTRAL    LINE 
INCHES 

Fig.  II 


axis  the  tensional  stress  developed  approaches 
an  infinite  value  according  to  the  law  7? 
(1+2  a/b).  This  agrees  with  observ^ations 
of  the  effect  of  loading  a  tension  member 
with  a  very  fine  slit  cut  in  it  across  the  line 
of  pull  as  even  the  smallest  load  stresses  the 


material  beyond  its  yield  point,  while  the 
characteristic  features  of  overstress  appear 
and  remain  after  the  load  is  removed.  The 
experiments  also  show  that  this  intense  stress 
falls  off  very  rapidly  as  we  proceed  outwards 
along  the  minimum  cross  section  as  appears 
from  the  measurements,  Fig.  11. 

Lines  of  Equal     Lines  of  Principal. 
Inclinatioh      I  Stress. 


•^•:^)'<'& 


Elliptical  Hole  S^a 


INCLINA TION  49  TO  TH E 

LIKE  OF  Pull. 


Fig.  12 

When  an  elliptical  hole  is  inclined  to  the 
direction  of  pull  the  most  intense  stress  is 
no  longer  developed  at  the  extremities  of  the 
major  axis,  but  at  or  near  a  point  where  a 
tangent  line  parallel  to  the  line  of  pull 
touches  the  boundary  of  the  discontinuity. 
This  appears  probable  from  an  inspection  of 
the  lines  of  princijial  stress  drawn  for  a  case 
in  which  the  inclination  of  the  hole  is  at 
49  degrees,  Fig.  12,  since  in  this  neighborhood 
the  lines  of  principal  stress  arc  most  crowded 
together  and  when  this  takes  place  we  find, 
in  general,  the  most  intense  stress. 

Practical  men  have  long  been  aware  of  the 
extreme  concentration  of  stress  produced  by 
cracks  and  have  provided  the  well  known 
remedy  of  drilling  holes  at  the  ends  to  stop 
their  extension.  This  has  the  effect  of  reduc- 
ing the  local  stress  at  the  end  of  the  crack 
from  a  very  large  but  indefinite  value  to 
only  a  few  times  the  average  stress  in  the 
material;  but  it  seemed  possible  that  this 
method    might    sometimes    be    varied    with 


PHOTO-ELASTICITY  FOR  ENGINEERS 


973 


advantage  having  regard  to  the  lower  stress 
which  is  usually  found  at  the  minor  axis  of  an 
elliptical  hole.  This  view  is^confirmed  by 
some  experiments  on  slits  in  a  wide  plate  with 
variously  shaped  ends.  The  slits  examined 
are  shown  grouped  together  in  Fig.   13  and 


1670  lbs.  at  points  on  the  rounded  contours. 
A  slight  increase  to  1700  lbs.  per  square  inch, 
however,  took  place  when  this  contour  was 
shaped  to  an  approximately  elliptical  form 
(Form  D).  There  seems  little  to  choose 
between  these  last  two  forms,  since  the  last 


Fig.  13 


the  primary'  form  is  a  slit  half  an  inch  long 
cut  by  a  drill  of  -^  inch  diameter,  the  ends 
being  left  untouched.  When  an  average  stress 
of  790  lbs.  per  square  inch  was  applied  the 
stress  at  the  extreme  edge  of  this  slit  rose  to 
2900  lbs.  per  square  inch,  but  fell  to  2258  lbs. 
when  the  ends  were  drilled  out  by  a  i^-inch 
drill  (Case  B).  A  further  reduction  took  place 
when  this  hole  was  enlarged  by  drilling  two 
holes  tangentially  to  the  center  line  of  the  slit 
(Case  C)  and  the  maximum  stress  again  fell  to 


Fig.  14 

stress  was  only  30  lbs.  more  per  square  inch 
than  for  Form  C.  The  distribution  of  stress 
for  the  first  case  is  shown  in  the  colored 
photograph,  Fig.  4C,  and  as  will  be  observ^ed, 
it  is  extremely  concentrated  around  the  semi- 
circular end,  but  when  this  latter  was  enlarged 
by  a  drill,  Fig.  4D,  the  distribution  shows 
the  characteristic  features  we  have  already 
obsen^ed  with  the  cases  already  considered  and 
on  further  enlargement  to  an  elliptical  form 
as  the  stress  concentration  became  still  less,  as 
Fig.  4E  indicates.  The  experiments,  therefore, 
show  that  in  drilling  out  the  ends  of  cracks 
it  is  an  advantage  to  form  the  ends  with 
elongated  holes  of  an  approximately  ellip- 
tical form,  with  the  part  of  greatest  radius 
parallel  to  the  line  of  greatest  stress. 

(To  be  Continued) 


974     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


Waste  and  What  It  Means  in  Industry 


A  far  Eastern  missionary,  on  returning  to 
his  native  land,  once  remarked  that  "a 
Chinaman  could  live  a  day  on  what  the 
average  American  wastes  at  a  single  meal." 
To  the  foreigner  the  American  is  always  an 
extremist.  He  admires  our  ingenuity,  our 
resourcefulness,  our  productiveness,  and  our 
"pep,"  which  is  but  a  synonym  for  a  New 
World  brand  of  enthusiasm,  but  he  is  aston- 
ished at  our  inexcusable  extravagance,  our 
shameful  waste  of  foodstuffs,  raw  materials, 
and  the  various  by-products  of  certain  com- 
modities. 

With  all  our  so-called  efficiency  experts, 
we  are  still  a  very  wasteful  nation,  and  though 
the  lesson  of  the  war,  with  all  its  vicissitudes, 
may  have  had  some  beneficial  results,  the 
net  gain  in  our  favor  is  negligible.  Through 
the  favor  of  the  fates,  America  has  yet  to 
know  the  actual  meaning  of  the  words  pov- 
erty, hunger  and  misery,  but  we  must  correct 
and  curb  this  great  national  shortcoming  or 
pay  the  penalty  at  some  future  date.  A 
policy  of  national  extravagance  is  not  con- 
sistent with  national  prosperity,  and  the  can- 
dle burning  at  both  ends  soon  scars  the 
fingers — sooner  sometimes  than  we  might 
expect. 

Let  us  consider  the  average  employee  in 
the  average  American  industrj'. 

It  must  be  admitted  that  the  success  of  an 
industry  is  just  as  dependent  upon  the  ef- 
ficiency and  ability  of  employees  as  it  is  upon 
the  directing  reins  of  the  management. 
Brilliant  minds  might  design  wonderful  ships, 
but  they  cannot  float  off  the  blue  j^rints  into 
the  water;  it  takes  cflicicnt  heads  and  muscles 
to  put  together  the  plates  and  steel  beams 
that  make  a  seaworthy  vessel. 

So  much  for  the  ability  of  the  American 
artisans;  their  calibre  is  conceded,  but  how 
about  their  honesty  to  their  employer  from  a 
standpoint  of  extravagance  in  the  use  of 
loaned  tools,  materials,  and  overhead  main- 
tenance? Economy  is  the  first  step  toward 
efficiency,  and  industrial  efficiency  is  the  long- 
est and  most  important  step  toward  national 
prosperity. 


Is  the  American  workman  as  considerate 
of  the  property  of  the  man  or  company  as 
he  would  be  of  the  articles  were  they  his  own  ? 
Hardly.  He  may  not  be  maliciously  destruct- 
ful  or  wasteful,  but  he  is  often  careless  and 
thoughtless.  To  be  a  little  more  explicit, 
we  will  consider  the  average  shop.  How 
many  times  a  day  is  an  electric  light  left 
burning  needlessly?  How  many  hundreds 
of  bulbs  are  broken  in  a  week  by  rough 
handling.  How  many  times  is  the  power 
turned  on  without  producing  anything,  with 
belt  or  gears  speeding  in  vain?  Nature 
squanders  immense  quantities  of  power  in 
each  electric  storm,  but  man  cannot  help  that. 
But  he  can  turn  a  switch  or  press  a  button  when 
light  or  power  is  wasting  in  the  shop. 

How  many  thousands  of  dollars  worth  of 
new  material  is  wasted  yearly  in  the  average 
shop  or  mill  through  careless  handling?  It 
is  safe  to  say  that  this  item  alone  mounts  to 
the  equal  of  a  Liberty  Bond  issue.  It  is 
natural  that  there  should  be  a  certain  amount 
of  shrinkage.  No  concern  can  hope  to  con- 
sistently operate  with  a  perfect  percentage. 
It  is  quite  proper  that  production  inspectors 
should  be  needed  to  keep  the  quality  of  the 
product  at  the  highest  possible  standard.  But 
there  is  plenty  of  room  for  improvement  in 
the  actuating  motive  of  the  employee  toward 
the  property  and  product  of  the  employer.  A 
better  spirit  of  fairness  is  needed;  a  feeling 
of  "  do  unto  others  as  you  would  have  them  do 
unto  you  "  is  needed  imperatively. 

In  many  respects  America  is  the  most  pro- 
gressive country  on  earth,  hut  we  must  curb 
our  extravagant  methods,  or  look  to  our  in- 
dustrial and  commercial  laurels.  Envious  eyes 
from  across  the  seas  are  watching  every  oppor- 
tunity, and  you  can  rest  assured  that  it  is  only 
the  negligible  minimum  that  goes  to  waste  in 
those  lands  where  necessity  has  always  taught 
the  lesson  of  thrift  and  economy.  Play  fair 
with  your  employer  as  you  expect  him  to  play 
fair  with  you,  and  take  the  same  reasonable 
care  of  his  property  as  you  would  with  your 
own.  Thrift  is  the  right  way  to  save,  but  the 
"elimination  of  waste"  is  his  left-handed 
brother. — Specd-L  'p. 


975 


One  Hundred  Years  Since  Oersted,  Ampere 

and  Arago* 

By  Dr.  Elihu  Thomson 
General  Electric  Company,  Lynn,  Mass. 

This  account  of  the  epoch-making  discoveries  in  electricity  and  magnetism  by  the  pioneers.  Oersted, 
Ampere  and  Arago  holds  much  additional  interest  from  the  fact  that  it  is  presented  by  a  man  who  himself 
has  won  world  renown  by  his  discoveries  and  inventions  in  the  same  branch  of  science.  The  work  of  these 
pioneers,  including  Faraday,  forms  the  real  foundation  of  the  huge,  diversified  electrical  industry  of  today. — 
Editor. 


Preamble 

It  is  fitting  that  in  Philadelphia  we  should 
celebrate  the  centenary  of  the  great  discov- 
eries in  elcctromagnetism.  It  was  here  that 
Franklin's  investigations  in  electricity  were 
made,  culminating  in  the  kite  experiment. 
It  was  here  that  he  and  a  few  confreres  founded 
the  American  Philosophical  Society,  which 
became  a  national  institution  for  the  spread 
of  that  spirit  of  science  and  philosophy  char- 
acteristic of  Franklin.  It  was  here  not  many 
years  ago  that  under  its  atxspices  a  very 
notable  commemoration  of  the  centenary^  of 
Franklin's  work  was  held.  Not  far  from  here 
in  Princeton  the  pioneer  work  of  Henry  in 
elcctromagnetism,  induction  of  currents,  and 
oscillations  was  done  nearly  a  century  ago. 
Not  far  to  the  south  from  here  the  first 
Morse  telegraph  line  was  established  in  1844. 
In  Philadelphia,  Robert  Hare  in  the  early 
years  of  last  century  did  his  work  with  voltaic 
batteries.  Here  Bell  first  exhibited  his  speak- 
ing telephone  at  the  Centennial  Exhibition 
of  1876,  calling  such  witnesses  as  Sir  William 
Thomson  (Lord  Kelvin)  to  hear  it  speak. 
Not  far  from  here,  in  the  Laboratory.'  of 
Edison  in  Menlo  Park,  the  incandescent  lamp 
was  bom  in  1879.  Here  again  in  commem- 
oration of  Franklin  was  established  the  Frank- 
lin Institute,  the  influence  of  which  has  been 
so  marked  a  factor  in  science  and  the  mechanic 
arts  ever>'where.  Under  its  auspices  the 
first  investigation  of  the  electrical  properties 
of  the  dynamo  was  made  in  1877,  and  the  first 
Electrical  Exhibition  held  in  America  in  1884, 
the  Paris  Exposition  of  1881  being  the  only 
forerunner.  It  is  a  pleasure  to  note  at  this 
time  the  possibility  of  great  and  increasing 
lustre  to  its  future  in  the  electrical  field  has 
come  by  a  large  bequest  from  one  whom  the 
present  writer  knew  well  in  his  old  Phil- 
adelphia days,  Mr.  Henry  Bartol.  I  am  re- 
minded of  the  fact  that  the  first  meeting  of 
the  American  Institute  of  Electrical  Engineers 


*  An  address  before  a  meeting  of  the  A.  I.  E.  E..  Philadelphia, 
October  8,  1920. 


was  held  in  Philadelphia.  And  now,  to  relate 
very  briefly  more  intimate  but  infinitely 
less  important  matters,  may  the  writer 
modestly  add  that  here  over  fifty-five  years 
ago  he  built  his  first  electrical  machine, 
voltaic  piles,  batteries,  electromagnets  and 
telegraph,  acquiring  through  them  in  his 
early  years  an  insight  of  the  science  of  elec- 
tricity as  it  then  existed.  It  was  here  that  he 
taught  science  for  ten  years  in  the  old  Central 
High  School  at  Broad  and  Green  streets  and 
that  during  this  period  in  1875  there  was 
made,  incidentally,  the  first  wireless  trans- 
mission, using  induction  coil,  spark  gap, 
ground  and  radiating  conductor,  briefly  de- 
scribed in  the  Franklin  Institute  Journal  of 
the  time,  and  recently  related  more  in  detail 
by  Professor  M.  B.  Snyder,  of  the  school. 
It  was  here  in  Philadelphia  that  the  writer 
did  his  first  electrical  engineering,  and  defi- 
nitely chose  that  professional  career  which 
has  kept  him  alive  and  busy  ever  since. 

There  are  times  when  an  epoch-making 
discoverv'  gives  rise  to  a  new  science  or  art, 
or  opens  up  new  fields  for  experimental  re- 
search. When  this  has  occurred  before  our 
time  we  can  at  best  visualize  the  antecedent 
conditions  imperfecth".  The  background  of 
such  a  discovery  as  was  made  in  1819,  by 
Hans  Christian  Oersted,  of  Copenhagen,  and 
announced  in  July,  1820,  is  scarcely  repro- 
ducible now.  We  shall  not  attempt  it. 
Simple  as  was  the  experiment  of  Oersted,  the 
fundamental  character  of  his  results  was  in- 
stantly recognized  by  his  contemporary 
leaders  in  science,  such  as  Ampere,  Arago 
and  Davy,  and  served  to  stimulate  them  to  an 
intensity  of  research  work  which  at  once 
brought  wonderful  additions  to  human  knowl- 
edge. 

Oersted 

Oersted,  a  Dane,  born  in  1777,  was  edu- 
cated at  the  University  of  Copenhagen,  and 
in  1806  occupied  the  chair  of  physics  there. 
Though  he  had  already  done  important  work. 


976     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


he  was  immortalized  by  his  being  the  first 
to  discover  and  investigate  the  effects  of  a 
current  in  a  conductor  upon  a  magnetized 
needle.  It  was,  or  at  least  it  may  now  seem 
to  us,  a  most  simple  discovery,  the  outcome 
of  experiment  of  equal  simplicity.  Neverthe- 
less, subsequent  events  soon  proved  it  to  be 
the  foundation  stone  upon  which  now  rests 
the  great  science  of  electromagnetism. 
Oersted  found  that  a  wire  conveying  the 
currents  of  a  voltaic  battery,  and  called  by 
him  a  "conjunctive  wire,"  affected  a  freely 
pivoted  magnetic  needle  in  such  a  manner 
that  the  needle  tended  to  set  itself  at  right 
angles  to  the  wire.  The  deflection  was  shown 
to  be  definite  as  to  direction,  depending  on 
the  direction  of  the  current  in  the  wire,  the 
position  of  the  poles  of  the  needle  and  the 
relation  of  positions  of  the  wire  and  needle. 
It  was  recognized,  also,  that  if  the  magnet 
was  fixed  in  position  and  the  conjunctive  wire 
free  to  move,  corresponding  movements  of 
the  wire  would  take  place.  This  discovery 
was  given  out  in  a  brief  work  in  Latin,  the 
title  of  which  was  in  substance,  "Experi- 
ments Concerning  the  Effect  of  Electric  Con- 
flict on  the  Magnetic  Needle." 

Oersted  had  apparently  convinced  him- 
self long  before  of  there  being  a  necessarj'  con- 
nection between  electricity  and  magnetism 
and  had  held  perhaps  more  pertinaciously 
than  others  to  this  view.  In  recognition  of 
the  great  scientific  value  of  his  discovery  the 
prize  of  the  French  Institute  was  awarded  to 
him.  This  had  already  been  given  to  Davy  for 
his  electro-chemical  discoveries,  such  as  that 
of  the  separation  of  the  alkali  metals,  sodium 
and  potassium,  from  their  compounds. 
Oersted  also  received  the  Copley  medal  of  the 
Royal  Society  of  London  and  was  honored 
by  the  distinction  of  Knighthood.  Dying 
in  1S51  at  seventy-four,  he  had  lived  to  see 
great  progress  in  electromagnetism  and  to 
witness  some  of  its  early  applications,  such 
as  the  telegraph,  to  the  needs  of  mankind. 

The  following  translation  of  Oersted's 
description  appears  in  Barlow's  "Magnetic 
Attractions,"  a  book  published  in  1824. 
After  assuming  current  passing  in  the  con- 
junctive wire — • 

"  Let  the  straight  part  of  this  wire  be  placed 
horizontally  above  the  magnetic  needle  prop- 
erly suspended  and  parallel  to  it.  If  nec- 
essary, the  uniting  wire  is  bent  so  as  to  assume 
a  proper  position  for  the  experiment.  Things 
being  in  this  state  the  needle  will  be  moved, 
and  the  end  of  it  next  the  negative  side  of 
the  battery  will  go  westward. 


"If  the  distance  of  the  uniting  wire  does  not 
exceed  three  quarters  of  an  inch  from  the 
needle  the  declination  of  the  needle  makes 
an  angle  of  45  deg.  If  the  distance  is  increased 
the  angle  diminishes  proportionally.  The 
declination  likewise  varies  with  the  power 
of  the  batten,-. 

"The  uniting  wire  may  change  its  place, 
either  towards  the  east  or  west,  provided  it 
continues  parallel  to  the  needle,  without  any 
other  change  of  the  effect  than  in  respect  to 
its  quantity.  Hence  the  effect  cannot  be 
ascribed  to  attraction;  for  the  same  pole  of 
the  magnetic  needle  which  approaches  the 
uniting  wire,  while  placed  on  its  east  side, 
ought  to  recede  from  it  when  placed  on  the 
west  side,  if  these  declinations  depended  on 
attractions  and  repulsions.  The  uniting  con- 
ductor ma}'  consist  of  several  wires  or  metallic 
ribbons  connected  together.  The  nature  of 
the  metal  does  not  alter  the  effect,  but  merely 
the  quantity.  Wires  of  platinum,  gold,  silver, 
brass,  iron,  ribbons  of  lead,  and  tin,  and  a  mass 
of  mercun.-  were  employed  with  equal  success. 
The  conductor  does  not  lose  its  effect,  though 
interrupted  by  water,  unless  the  interruption 
amounts  to  several  inches  in  length. 

"The  effect  of  the  uniting  wire  passes  to  the 
needle  through  glass,  metals,  wood,  resin, 
stoneware,  stones,  for  it  is  not  taken  away  by 
interposing  plates  of  glass,  metal  or  wood. 
Even  glass,  metal  and  wood  interposed  at 
once  do  not  destroy,  and  indeed  scarcely 
diminish,  the  effect.  The  disc  of  the  elec- 
trophorus,  plates  of  porphyry,  a  stoneware 
vessel  even  filled  with  water  were  interposed 
with  the  same  result.  We  found  the  effects 
unchanged  when  the  needle  was  included  in 
a  brass  box  filled  with  water.  It  is  needless 
to  obser\-e  that  the  transmission  of  effects 
through  all  these  matters  has  never  before 
been  observed  in  electricity  and  galvanism. 
If  the  uniting  wire  be  placed  under  the  mag- 
netic needle,  all  the  effects  are  the  same  as 
when  it  is  above  the  needle,  only  they  are  in 
opposite  directions;  for  the  pole  of  the  mag- 
netic needle  next  to  the  battery  declines  to 
the  east. 

"That  these  facts  may  be  more  easily  re- 
tained, we  may  use  this  formula:  the  pole 
above  which  the  negative  electricity  enters 
is  turned  to  the  west;  under  which  to  the 
cast. 

"If  the  uniting  wire  be  so  turned  in  a  hor- 
izontal plane  as  to  fonn  a  gradually  increasing 
angle  with  the  magnetic  meridian,  the  declina- 
tion of  the  needle  increases,  if  the  motion  of 
the  wire  be  toward  the  place  of  the  disturbed 


ONE  HUNDRED  YEARS  SINCE  OERSTED,  AMPERE  AND  ARAGO 


97 


needle;  but  it  diminishes  if  the  wire  moves 
further  from  that  place. 

"When  the  uniting  wire  is  situated  in  the 
same  horizontal  plane  in  which  the  needle 
moves,  and  parallel  to  it,  no  declination  is 
produced  either  to  the  east  or  to  the  west; 
but  an  inclination  takes  place,  so  that  the 
pole  next  which  the  negative  electricity  enters 
the  wire  is  depressed  when  the  wire  is  sit- 
uated on  the  west  side,  and  elevated  when 
situated  on  the  east  side. 

"If  the  uniting  wire  be  placed  perpendicu- 
larly to  the  plane  of  the  magnetic  meridian, 
whether  above  or  below  it,  the  needle  remains 
at  rest,  unless  it  be  very  near  the  pole;  in 
that  case  the  pole  is  elevated  when  the  en- 
trance is  from  the  west  side  of  the  wire  and 
depressed  when  from  the  east  side. 

"When  the  uniting  wire  is  placed  perpen- 
dicularly opposite  to  the  pole  of  the  magnetic 
needle  and  the  upper  extremity  of  the  wire 
receives  the  negative  electricity,  the  pole  is 
moved  toward  the  east;  but  when  the  wire 
is  opposite  to  a  point  between  the  pole  and 
the  middle  of  the  needle  the  pole  is  moved 
towards  the  west.  When  the  upper  end  of 
the  wire  receives  positive  electricity  the 
phenomena  are  reversed. 

"If  the  uniting  wire  be  bent  so  as  to  form 
two  legs  parallel  to  each  other,  it  repels  or 
attracts  the  magnetic  poles  according  to  the 
different  conditions  of  the  case.  Suppose  the 
wire  placed  opposite  to  either  pole  of  the 
needle,  so  that  the  plane  of  the  parallel  legs 
is  perpendicular  to  the  magnetic  meridian, 
and  let  the  eastern  leg  be  united  with  the 
negative  end,  the  western  leg  with  the  pos- 
itive end  of  the  battery,  and  in  that  case  the 
nearest  pole  will  be  repelled  either  to  the 
east  or  west,  according  to  the  position  of  the 
plane  of  the  leg.  The  eastmost  leg  being 
united  with  the  positive  and  westwards  with 
the  negative  side  of  the  batten,-,  the  nearest 
pole  will  be  attracted.  When  the  plane  of 
the  legs  is  placed  perpendicular  to  the  place 
between  the  pole  and  the  middle  of  the  needle, 
the  same  effects  occur,  but  reversed. 

"A  brass  needle  suspended,  like  a  magnetic 
needle,  is  not  moved  by  the  effect  of  the 
uniting  wire.  Needles  of  glass  and  of  gumlac 
remain  likewise  quiescent. " 

On  first  thought  it  may  seem  singular  that 
as  manj'  as  twenty  years  elapsed  after  the 
Galvani  and  Volta  discoveries  before  such  a 
simple  experiment  as  that  of  Oersted  was 
tried.  The  only  hint  or  suggestion  of  prior 
observation  appears  in  the  statement  that 
about  1S02  Romagnasi  of  Trent  (a  town  in 


the  Austrian  Tyrol)  had  noticed  an  effect 
on  a  compass  needle  in  the  neighborhood  of 
a  voltaic  pile.  Evidently,  however,  the  ob- 
servation made  was  very  imperfect,  as  it 
led  to  no  consistent  recorded  result.  In  this 
connection  we  must  consider  that  the  early 
years  of  the  last  century  were  disturbed  b}' 
wars  stirring  the  whole  of  Europe  and  further 
that  the  available  voltaic  currents  must  have 
been  relatively  weak  owing  to  the  small  area 
of  batter\-  plates  used,  with  a  high  resist- 
ance electrolyte.  Strong  acid  could  not  be 
availed  of  as  the  zinc  elements  were  not 
amalgamated,  a  procedure  which  was  later 
almost  universal.  Again,  the  negative  ele- 
ment was  usually  copper,  giving  against  zinc 
a  low  voltage  and  subject  to  rapid  polariza- 
tion. There  was,  therefore,  in  the  years  be- 
fore Oersted,  little  probability  of  large  cur- 
rents being  available,  such  as  would  be  needed 
when  a  single  wire  was  used  for  the  deflecting 
agency.  This  was,  of  course,  before  the 
principle  of  coiling  the  conductor  to  increase 
its  effect  was  known.  Dr.  Robert  Hare,  the 
inventor  of  the  oxyhydrogen  or  compound 
blowpipe,  apparently,  in  1816  first  appre- 
ciated the  need  of  increasing  the  surface  of 
the  zinc  and  copper  to  obtain,  as  it  was  after- 
ward called,  "large  quantity.  "  The  blowpipe 
in  his  hands  had  become  the  source  of  heat 
of  highest  temperature  known  to  man,  and 
the  known  heating  eft'ects  of  electric  currents 
naturally  led  Hare  to  investigate  means  of 
intensifying  them.  He  produced  two  forms 
of  apparatus  which  were  known  as  the  Hare 
calorimotor  and  the  Hare  deflagrator.  In  the 
prior  "trough"  batters'  the  plates  were  small, 
rarely  more  than  four  inches  square,  with  only 
one  side  active.  Hare  rolled  his  zinc  and 
copper  sheets  into  interlaced  spirals,  spaced 
apart  by  wooden  separators,  so  that  not  only 
large  plates  could  be  used,  but  both  sides  of 
the  plates  were  active.  Another  form  giving 
a  similar  result  was  embodied  in  the  "def- 
lagrator" which  was  used  to  deflagrate  strips 
of  thin  metal  in  the  same  manner  as  the  blow- 
ing of  a  modern  safety  fuse. 

In  early  youth  it  was  the  privilege  of  the 
writer  to  see  examples  of  the  apparatus  of 
Hare  which  were  preser\*ed  at  the  University 
of  Pennsylvania,  then  located  in  Philadelphia, 
on  the  west  side  of  Ninth  St.,  between  Chest- 
nut and  Market  streets.  Hare  had  been 
Professor  of  Chemistry  there  during  the  early 
years  of  the  past  century.  The  Hare  appa- 
ratus is  mentioned  here  because  of  a  passage 
occurring  in  a  work  on  Heat  and  Electricity, 
printed  in  1830.     Its  author,  Thomas  Thom- 


97S     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


son,  M.D.,  was  very  eminent  in  the  science 
of  his  time.  The  passage  reads  as  follows: 
"The  apparatus  employed  by  Oersted,  and  of 
the  efficacy  of  which  he  speaks  in  high  terms, 
approached  very  nearly  to  this  last  one  of 
Hare. "  This  passage  occurs  just  following  a 
description  of  the  "  deflagrator.  "  The  state- 
ment seems  to  imply  that  Oersted  early  ap- 
preciated the  value  in  a  voltaic  batterj'  of 
large  active  surface,  or  as  we  should  now  say 
"low  internal  resistance."  Maj^  it  not  be 
that  this  condition  was  the  secret  of  his 
experimental  success?  Even  in  Franklin's 
time  it  had  been  obser\'ed  that  electric  dis- 
charges had  some  obscure  action  on  the  mag- 
netic needle,  for  sometimes  compasses  were 
demagnetized  wholly  or  in  part,  or  even 
reversed  when  in  proximitj'  to  a  lightning 
stroke.  Beccaria,  the  Italian  contemporary^ 
of  Franklin,  tried  manj^  experiments  with 
magnetized  needles  and  heavy  Leyden  jar 
condenser  discharges  sent  through  them,  but 
did  not  succeed  in  establishing  any  magnetic 
effect  as  due  to  the  discharge.  Such  effects  as 
he  did  obtain  arc  readily  interpretable  at 
this  time  as  the  natural  result  of  a  vigorous 
shaking  up,  mechanical,  or  thermal,  while 
the  needle  was  in  a  magnetic  field,  such  for 
example  as  that  of  the  earth.  Subsequently 
to  Oersted's  discovery,  however,  condenser 
discharges  sent  through  a  helix  or  spiral  sur- 
rounding the  needle  were  found  to  produce 
decided  magnetic  effects  thereon. 

Ampere 

The  news  of  Oersted's  discovery  reached 
Paris,  as  it  appears,  through  Arago,  on  Sept. 
11,  1820,  who  had  witnessed  the  experiments 
in  Geneva,  and  on  September  IS,  Andre 
Marie  Ampere  presented  a  paper  to  the  Paris 
Academy  of  Sciences,  remarkable  for  its 
originality  and  for  the  variety  and  accuracy 
of  the  experimental  results  recorded.  In  it  he 
dealt  with  the  interactions  and  repulsions  of 
wires  conveying  currents  and  the  magnetic 
effects  of  helices  of  wire,  showing  these  latter 
to  be  possessed  of  magnetic  poles. 

The  fact  that  Ampere's  paper  appeared 
only  a  week  after  Oersted's  discovery  had 
become  known  to  him  gives  to  it  the  unique 
place  in  the  history  of  science.  It  was  the 
production  of  a  mind  of  the  first  order  work- 
ing at  high  pressure.  Ampere  was  bom  at 
Lyons  in  1775.  As  a  child  his  precocity  was 
most  unusual.  His  tendency  was  towardmathe- 
matics,  though  his  reading  during  youth 
brought  to  him  a  wide  range  of  information 
on  many  branches  of  knowledge.    The  death 


of  his  father  on  the  scaffold  as  a  victim  of 
political  conditions  almost  wrecked  his  young 
life.  Owing  later  to  fortunate  environment 
at  a  critical  time,  he  gradually  recovered,  and 
in  1809,  at  thirty-four,  was  made  Professor 
of  Analysis  at  the  Paris  Polytechnic.  The 
Oersted  announcement  evidently  stirred  him 
deeply  and  he  went  immediately  to  work  with 
wonderful  zeal  and  sagacity,  to  unravel  the 
mysterious  relationship  between  magnetism 
and  currents,  suggested  only  in  part  by 
Oersted's  experiment.  In  his  hands  the  fun- 
damental character  of  these  relationships  be- 
came plain,  and  their  future  possibilities  clear. 
It  is  recorded  that  he  even  suggested  at  the 
time  the  plan  of  a  telegraph  of  simple  form. 

As  a  side  light,  it  appears  that  Ampere's 
discover}^  of  the  fact  that  parallel  currents 
in  the  same  direction  in  wires  cause  attrac- 
tion, and  when  in  the  opposite  direction  re- 
pulsion, seems  to  have  puzzled  some  of  the 
philosophers  of  the  time,  for  it  was  known  of 
course  that  similar  electricities  repel  and  dis- 
similar attract.  Why  should  not,  therefore, 
similar  currents  repel  and  unlike  attract, 
when  in  fact  the  exact  opposite  was  the  case  ? 
Ingenious,  though  altogether  fallacious,  was 
an  explanation  first  put  forward  and  credited 
to  Oersted.  He  was  apparently  driven  to 
imagining  that  the  current  in  wires  did  not 
go  straight  along  the  axis,  but  was  conducted 
in  a  helical  course  in  them  always  the  same 
for  the  same  direction  of  current.  This  was 
a  pure  invention  without  facts  to  support  it. 
But  upon  it  he  founded  a  theor\'  of  attraction 
and  repulsion  of  parallel  wires  involving  at- 
traction of  unlike  and  repulsion  of  like  elec- 
tricities. In  reality  this  theon.*  bore  with  it  its 
own  refutation,  as  a  few  test  experiments 
might  easily  have  shown. 

In  relation  to  this  fanciful  theor\-  I  find  in 
the  old  book,  before  referred  to  as  published 
in  1S30,  the  following :  "This  way  of  account- 
ing for  the  phenomena  of  electro-magnetism 
was  first  employed  by  Oersted.  It  was  after- 
wards used  by  others,  particularly  by  Dr. 
Wollaston  and  M.  Ampere,  with  much  felic- 
ity."  The  writer  does  not  vouch  for  the 
correctness  of  these  statements.  As  soon, 
however,  as  the  effects  of  currents  in  estab- 
lishing magnetic  circuits  around  them  was 
worked  out,  the  true  cause  of  the  attractions 
and  repulsions  of  parallel  wires  became  clear, 
and  the  fanciful  notion  of  spiral  courses  for 
currents  inside  a  conductor  was  abandoned. 
Such  a  notion  has  of  course  no  relation  to  the 
later  theor\'  of  Ampdrc  for  accounting  for 
magnetism  in  iron  or  permanent  magnets 


ONE  HUNDRED  YEARS  SINCE  OERSTED,  AMPERE  AND  ARAGO 


979 


in  which  he  assumes  each  magnetic  element 
to  consist  of  a  closed  circuit  with  a  current 
always  circulating  therein,  a  theory  which  to 
this  day  has  not  been  displaced,  but  rather 
refined  and  strengthened  by  its  further  ex- 
tension by  Ewing  and  by  the  electron 
theory.  It  was  in  fact  Ampere  who  referred 
all  magnetism  to  electricity  or  electric  cur- 
rents, now  interpreted  as  movement  of  elec- 
trons. The  need  of  Ampere's  clarification  is 
perhaps  made  more  evident  from  the  fol- 
lowing quotation,  if  it  be  a  fact:  "Oersted 
originally  believed  that  the  negative  elec- 
tricity propelled  the  north  pole  of  the  magnet, 
but  had  no  effect  on  the  south ;  while  positive 
electricity  propelled  the  south  and  had  no 
effect  on  the  north  pole.  "  The  writer  has  not 
verified  this  statement  as  expressing  the 
original  ideas  of  Oersted,  but  if  they  at  any 
time  represented  his  view  they  must  soon 
have  been  dispelled.  They  would  be  per- 
haps a  sort  of  survival  of  older  notions,  at 
least  in  part,  since  before  the  "conjunctive 
wire"  was  used  fruitless  efforts  had  been 
made  to  connect  magnetism  and  electricity 
while  using  batteries  on  open  circuit. 

Ampere  formulated  a  simple  rule  known  as 
Ampere's  rule,  for  determining  the  direction 
of  deflection  of  a  magnet  or  the  direction  of 
development  of  magnetism  by  a  wire  con- 
veying current.  It  may  be  stated  (bearing 
in  mind  that  the  direction,  we  assume,  posi- 
tive to  negative,  is  merely  a  convention) 
about  as  follows:  Conceive  one's  self  lying 
or  swimming  in  the  current  in  such  a  way  that 
the  current  enters  by  the  feet  and  leaves  by 
the  head  as  we  face  the  needle.  Then  the 
action  will  be  that  the  north  pole  of  the  needle 
will  turn  to  one's  left.  The  writer  must  con- 
fess that  when  he  first  learned  this  rule  it 
seemed  rather  clumsy  to  him,  and  he  was 
sometimes  treated  to  the  ludicrous  spectacle 
of  an  obese  professor  trying  to  twist  himself 
with  respect  to  an  immovable  wire  circuit 
into  curious  attitudes  so  as  to  lie  or  swim  in 
the  current,  and  so  note  the  direction  of  mag- 
netism produced. 

Other  ways  of  remembering  the  relation 
given  by  Ampere's  rule  have  been  devised, 
but  perhaps  none  excel  in  ease  and  simplicity 
of  application  a  simple  gesture  of  the  hand 
which  has  been  used  by  the  writer  for  about 
fifty  years.  The  hand  is  held  out  with  the 
index  finger  pointed  away.  If  the  hand  be 
now  given  a  swing  or  turn  in  righthanded 
direction,  still  keeping  the  forefinger  directed 
as  at  first,  such  swing,  turn,  or  rotation  repre- 
senting direction  of  current  in  a  circuit,  the 


north  magnetic  pole  will  be  directed  away  as 
the  forefinger  points.  Reversing  the  gesture, 
turning  or  swinging  the  hand  counter-clock- 
wise makes  the  north  pole  take  direction 
toward  the  wrist  or  forearm,  or  what  is  the 
same  thing  the  extended  forefinger  represents 
the  direction  of  south  polarity.  As  the  swing 
or  slight  rotation  given  the  hand  from  the 
wrist  and  elbow  represents  all  directions  of 
current,  above,  below,  and  to  the  right  or 
left  of  the  magnetic  axle  considered,  it  is 
easy  to  select  any  element  of  current  course 
matching  actual  conditions.  Moreover,  the 
same  gesture  (for  it  is  a  gesture,  not  a  rule) 
applies  equally  to  the  relations  of  magnetic 
field  developed  around  the  course  of  a  current, 
for  if  current  passes  in  a  wire  in  the  direction 
of  the  point  of  the  index  finger,  the  magnetic 
circuit  around  it  will  have  north  polarity  di- 
rected righthandedly,  and  lefthandedly  or 
counter-clockwise  if  the  current  has  opposite 
direction,  as  from  the  tip  of  the  index  finger 
inward  toward  the  wrist.  In  any  case  it  is 
only  necessary  to  make  the  proper  gesture, 
which  requires  no  especial  mental  effort.  This 
soon  becomes  a  matter  of  habit,  a  mistake 
being  practically  impossible. 

Arago 

According  to  De  la  Rive,  "Traite  D'Elec- 
tricite,"  Vol.1,  it  was  Arago  who  was  first  to 
show  that  a  wire  of  copper  or  other  metal 
acquired,  when  traversed  by  a  strong  current, 
the  property  of  attracting  and  retaining 
around  it,  under  the  form  of  a  cylindrical 
envelope,  a  quantity  of  iron  filings,  the  filings 
falling  off  immediately  when  the  current 
ceased  to  flow,  and  being  reattracted  on  the 
restoration  of  the  current.  This  experiment, 
prior  to  all  those  of  Ampere,  is  the  first 
which  established  in  a  striking  manner  that 
electric  current  impresses  on  conductors  when 
it  is  transmitted  by  them  properties  fully 
analogous  to  those  of  magnets,  and  not  alone 
to  magnetic  bodies;  in  other  terms,  that  it 
magnetizes  them  and  does  not  simply  render 
them  susceptible  of  being  magnetized.  In 
fact,  the  iron  filings  are  magnetized  by  the 
current  as  they  would  be  by  a  magnet,  and 
are  in  consequence  attracted  by  the  wire 
which  transmits  the  current.  This  statement 
is  substantially  that  of  the  account  given  by 
De  la  Rive,  translated.  Ampere  and  Davy 
are  credited  with  having  made  the  same  ob- 
servation, but  if  De  la  Rive  is  right,  it  was 
first  made  by  Arago. 

Here  then  was  the  first  exemplification  of 
the  phenomenon  of  temporary  magnetism  in 


980       December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


iron,  so  fundamental  to  the  unlimited  variety 
of  electromagnets  and  mechanisms  founded 
thereon;  the  basic  principle  of  the  Morse 
telegraph  and  most  other  signalling  or  electric 
recording  systems  and  essential  to  the  greater 
machinery  of  electrical  engineering,  developed 
for  the  most  part  in  the  latter  half  of  the  past 
century. 

Arago  went  farther  and  made  his  conduct- 
ing wire  into  a  spiral,  and  then  succeeded  in 
magnetizing  steel  needles  placed  in  the  axis 
thereof.  In  his  pioneer  experiments  the  spiral 
was  wound  open  around  a  glass  tube  as  a  sup- 
port, the  wire  itself  being  presumably  bare. 

In  Silliman's  "Principles  of  Physics,"  a  well 
known  and  much  used  textbook  from  its 
first  edition  in  1858,  and  for  perhaps  thirty 
years  thereafter,  in  describing  the  above 
experiment  there  is  the  following  statement ; 
"If  the  helix  is  wound  on  a  tube  of  glass, 
paper  or  wood,  these  substances  offer  no 
resistance  to  the  passage  of  the  power;  but 
if  a  tube  of  copper  or  other  metal  were  em- 
ployed, the  magnetizing  power  of  the  current 
on  the  enclosed  bar  would  be  destroyed." 
Such  a  statement  means  either  that  the  metal 
tube  short  circuited  the  bare  wire  of  the  helix 
or  that  currents  of  extremely  brief  duration, 
such  as  condenser  discharges,  were  concerned. 
It  was  indeed  soon  found  that  even  "if 
common  electricity  be  made  to  pass  along  the 
spiral  conducting  wire,  the  needle  is  equally 
converted  into  a  magnet."  Common  elec- 
tricity was  evidently  the  frictional  or  static 
electricity  thus  distinguished  from  the  newer 
or  less  common  voltaic  current,  later  called 
dynamic  electricity.  The  principle  of  coiling 
or  increasing  the  turns  in  the  original  rec- 
tangular circuits  of  Oersted  and  Ampere  was 
soon  appreciated,  even  for  the  deflection  of 
needles,  a  hank  of  insulated  wire  wound 
around  the  hand,  or  upon  a  rectangular  block 
of  wood  and  tied  by  string  to  preserve  its  form 
was  used  to  surround  the  needle;  the  pro- 
totype of  the  taped  coil  of  today.  It  seems 
to  have  taken  some  time  to  develop  the  coil 
consisting  of  a  spool  or  bobbin  wound  closely 
with  insulated  wire.  Schweiggcr  used  the 
rectangular  coil  of  many  turns  on  his  "Elec- 
tric multiplier"  the  term  "multiijlicr"  being 
extant  for  at  least  fifty  years  as  applied  to 
galvanometers  with  such  coils. 

The  floating  battery  of  De  la  Rive  with  its 
conjunctive  wire,  or  spiral  connecting  the 
poles,  was  an  exceedingly  neat  arrangement 
for  showing  the  neutral  action  of  currents 
and  magnets,  or  the  effects  of  wires  convey- 
ing currents  on  others  more  or  less  parallel 


thereto.  It  seems  to  have  been  a  very  earlv 
modification  of  Ampere's  apparatus.  It 
avoided  the  problem  of  pivots  conveying 
current,  mercur\-  cups  being  usually  em- 
ployed. 

Arago's  famous  disc  experiment,  involving 
the  discovery  that  a  moving  conducting  disk 
of  non-magnetic  metal,  such  as  copper,  pos- 
sessed an  effect  in  the  nature  of  a  drag  on  a 
poised  magnetic  needle  near  it,  was  made 
about  1824.  It  was  found  also  that  if  the 
needle  was  spun  around  over  a  conducting 
disc  or  plate,  it  was  rapidly  slowed  or  damped. 
These  e.xperiments  were  carried  on  using  a 
great  variety  of  materials,  and  wide  varia- 
tions in  the  magnitude  of  the  effects  were  ob- 
served. Precautions  were  taken  to  eliminate 
any  effects  due  to  air  currents.  It  was  found 
that  discs  of  the  best  conducting  metal,  such 
as  copper,  were  the  most  effective.  Here  we 
have,  then,  the  prototype  of  dampers  in 
magnetic  fields.  Curious  hypotheses  were 
advanced  to  account  for  the  effects,  such  as 
the  assumption  of  special  forms  of  magnetism 
generated  by  revolution.  In  reality,  had  the 
secret  of  the  action  of  the  Arago  disc  been 
found,  the  generation  of  currents  in  a  con- 
ductor moving  in  a  magnetic  field  would  have 
been  discovered,  and  Faraday's  discovery  of 
that  great  principle  in  1831  would  have  been 
anticipated  by  a  number  of  years. 

The  full  name  of  Arago  was  Francois  Jean 
Dominique  Arago,  and  he  was  a  scientist  of 
varied  activities.  There  is  no  space  here  to 
refer  to  his  career,  except  in  the  briefest 
possible  way.  Bom  in  1786  at  Estagcl,  near 
Perpignan,  France,  he  displayed  in  his  early 
years  great  aptitude  for  learning,  and  at 
eighteen  became  secretary  to  the  Obscr\-a- 
tory  of  Paris,  which  brought  him  into  contact 
with  the  famous  La  Place,  and  he  was  "colla- 
boratcur"  with  Biot.  He  served  in  the  de- 
termination of  the  meter  as  the  unit  of  length, 
in  measuring  the  ten-millionth  of  a  quadrant 
of  the  earth's  meridian.  This  task,  involving 
travel  into  lands  in  turmoil,  brought  great 
dangers,  imprisonment,  escape  in  disguise, 
capture  by  the  Spanish  and  prison  again. 
Even  after  release  he  remained  a  long  time 
in  quarantine,  on  account  of  disease  condi- 
tions. Given  the  post  of  astronomer  in  the 
Royal  Observ-atory  in  Paris  by  Napoleon, 
in  181G,  he  started  the  famous  journal 
"Annales  de  Physique  ct  de  Chimic. "  As 
secretary  of  the  Paris  Academy  of  Science,  and 
Chief  of  Deputies,  his  life  was  a  very  full  one, 
and  its  responsibilities  not  light.  He  was 
associated  with  Frcsncl  in  giving  fonn  to  the 


ONE  HUNDRED  YEARS  SINCE  OERSTED,  AMPERE  AND  ARAGO 


981 


undulaton^  theory  of  light,  proposing  to 
test  the  theory  bj^  studying  retardation  in 
refractive  media.  In  fact  his  work  on  polar- 
ization of  light,  invention  of  the  polariscope, 
and  other  researches  rank  scarcely  less  highly 
than  his  work  in  electro-magnetism,  with 
which  we  are  here  chiefly  concerned. 

Subsequent  Discoveries  and  Application 

The  later  discoveries  by  Faraday  and  his 
brilliant  work  on  electromagnetic  rotations, 
especially  his  discovery-  in  1831  of  induction 
of  currents  by  magnetism,  refined  the  early 
theories  and  added  greatly  to  the  develop- 
ment of  electromagnetic  science.  Some- 
what crude  as  the  earlier  ideas  were,  the 
clarification  given  them  by  Faraday,  Max- 
well, Kelvin  and  many  others  had  the  most 
profound  eff'ect  on  its  future.  As  a  direct 
outcome  of  Oersted's  observations,  mention 
may  be  made  of  the  discovery  in  1823  by 
Seebeck  of  thermoelectric  currents  in  a 
closed  circuit.  He  used  a  rectangle  in  a 
vertical  plane  surrounding  a  pivoted  magnetic 
needle.  The  base  of  this  closed  circuit  so 
arranged  was  a  bar  of  antimony,  while  the 
ends  and  upper  side  were  of  copper.  By  heat- 
ing one  of  the  junctions  of  the  antimony  bar 
with  the  copper,  deflection  of  the  needle  showed 
the  presence  of  magnetism  in  the  closed  loop 
around  the  needle.  This  was  followed  by 
examination  of  the  effects  of  junctions  of 
different  metals  and  conductors  heated  to 
various  temperatures,  and  led  to  the  well 
known  table  of  thermo  electric  powers.  The 
Melloni  Thermo-pile,  so  delicate  as  a  heat 
detector,  was  the  outcome,  used  by  him  in 
his  beautiful  researches  on  Diathermany. 

Having  in  the  foregoing  traced  briefl}' 
the  work  of  the  pioneers  in  laying  the  founda- 
tion of  the  science  a  century  ago,  it  is  perhaps 
unnecessary,'  to  remind  electricians  and  en- 
gineers of  the  great  scientific  advances  and 
the  important  applications  which  soon  fol- 
lowed. Some  of  them  became  familiar 
studies  of  the  electrical  student  fifty  years 
ago.  This  progress  has  continued  and  ap- 
parently at  an  increasing  rate  ever  since. 

To  the  consciousness  of  the  writer  the 
period  of  a  hundred  years  seems  continually 
to  dwindle.  He  is  reminded  of  the  fact  that 
his  own  life's  span  has  covered  more  than 
two  thirds  of  a  century.  Looked  at  in  this 
way,  the  Oersted,  Ampere  and  Arago  ex- 
periments do  not  seem  to  have  been  made, 
after  all,  so  ver>'  long  ago.  Outside  of  the 
forms  of  electromagnetic  telegraph,  the  years 
following  1820  saw  but  few  other  applications 


of  importance,  but  there  were  many  examples 
of  electromagnetic  apparatus  used  for  in- 
struction in  schools.  The  little  book  now 
rare,  entitled  "Davis'  Manual  of  Magnetism" 
was  and  is  interesting  as  a  catalogue,  with 
brief  descriptions  of  such  apparatus,  some  of 
which  is  doubtless  still  extant  in  the  older 
collections.  The  first  edition  was  published 
in  Boston,  in  1842,  and  the  author,  Daniel 
Davis,  Jr.,  called  himself  "  ^Nlagnetical  In- 
strument Maker." 

How  many,  or  rather  how  few  of  us  are 
left  of  those  who  as  boys  experimented  with 
the  sulphate  of  copper  battery  as  their  source 
of  current,  with  flat  spirals  such  as  Henry 
used,  or  with  such  apparatus  as  Oersted, 
Ampere  and  Arago  used.  We  find  there 
Henr\''s  electromagnet,  De  la  Rive's  floating 
batten,',  Faraday's  revolving  circuits  and 
magnets,  Barlow's  spur  wheel,  Page's  re- 
volving ring,  his  revolving  magnet  and  re- 
volving multiplier,  and  other  examples  of 
the  simplest  types  of  electric  motors  with 
commutator  and  brushes  called  "pole  chang- 
ers" and  even  apparatus  with  both  com- 
mutator, revolving  brushes,  and  slip  rings,  so 
that  both  elements  of  the  motor  might  re- 
volve oppositely.  There  were  bell  engines, 
and  reciprocating  engines,  elementar\'  motors 
driven  by  thermoelectric  currents,  or  by  bat- 
teries revolving,  all  involving  the  simple 
principles  of  interaction  of  circuits  and  mag- 
nets permanent  or  temporary.  These  and 
other  simple  forms  of  apparatus,  besides  the 
so-called  devices  for  static  electricity,  were 
the  things  electrical  with  which  the  youngster 
with  an  electrical  bent  became  familiar  either 
in  his  reading,  or  better,  by  the  fascination 
of  experiment  with  them.  Such  equipment 
characterized  the  infant  years  of  the  science 
now  grown  to  a  giant,  with  no  limit  to  future 
growth. 

It  was  natural  that  the  first  great  practical 
application  of  electromagnetic  principles 
should  be  found  in  the  telegraph. 

Attempts  had  been  made  as  early  as 
1774  to  telegraph  by  the  electricity  of  fric- 
tional  machines,  which  even  as  late  as  1850 
was  called  ' '  machine  electricity  "  or  "  common 
electricity  from  machines."  Even  in  1816, 
Ronalds  in  England  was  attempting  to  signal 
through  long  circuits  by  Leyden  Jar  dis- 
charges. After  the  discovery  of  the  voltaic 
pile  in  1800  there  was  a  better  prospect  of 
success,  and  Sommering  in  1808  proposed 
a  system  of  35  wires  at  the  ends  of  which 
were  gold  strips  in  water,  upon  which  strips 
gas  appeared  on  the  passage  of  current,  which 


982     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIIl,  No.  12 


appearance  constituted  the  signal  received. 
There  was  a  wire  so  arranged  for  each  letter 
or  character  transmitted.  It  was  Ampere 
who,  just  after  Oersted's  discovery,  proposed 
to  substitute  in  Sommering's  system  deflected 
needles  for  the  voltameter  receivers.  Then 
followed  Schilling  in  Russia,  in  1S32;  Gauss 
and  Weber  at  Gottingen,  in  1833;  and 
finally  Cooke  and  Wheatstone  in  England, 
and  Steinheil  in  Munich,  in  1837,  to  whom 
perhaps  more  than  to  any  others  the  develop- 
ment of  the  needle  telegraph  for  practical 
work  was  really  due. 

The  Morse  type  of  telegraph  was  early  dis- 
tinguished as  the  electromagnetic  telegraph, 
or  one  based  on  the  use  of  electromagnets. 
Barlow  in  England  seems  to  have  made  an 
early  suggestion  of  the  kind,  but  it  was  not 
until  1830,  upon  the  construction  of  the  first 
powerful  electromagnets  by  Joseph  Henry, 
of  Princeton,  New  Jersey,  that  such  a  form 
became  possible.  In  his  first  paper  on  the 
results  of  his  experiments,  Henry  proposes 
to  apply  them  to  the  telegraph.  Samuel 
F.  B.  Morse  conceived  of  such  a  telegraph  in 
1832,  and  with  the  assistance  of  Vail  worked 
it  out  practically  and  publicly  exhibited  the 
Morse  system  working  over  a  circuit  of  a 
third  of  a  mile  in  1837,  but  after  that  it  was 
nearly  seven  long  years  before  Congress 
for  consideration,  when  at  last  a  modest 
grant  was  made  to  establish  the  famous 
Baltimore-Washington  line  first  put  into 
operation  in  1844. 

In  the  subsequent  numerous  developments 
of  systems  of  signalling,  from  the  simple 
call  bell  to  the  fire  alarm  and  printing  tele- 
graph, the  electromagnet  holds  undisputed 
sway.  In  annunciators  of  many  types  it  is 
found,  as  often  in  relays,  in  telephone  re- 
ceivers and  the  like,  with  polarized  cores. 
It  is  as  indispensable  in  wireless  transmission 
as  in  transmission  by  wires.  The  extreme 
sensibility  of  the  telephone  receiver,  coupled 
with  the  wonderful  delicacy  of  the  ear,  make 
it  most  effective  for  the  detection  of  minute 
electrical  disturbances.  With  modern  therm- 
ionic amplifiers  the  possible  extension  in 
range  of  telephonic  transmission  by  wireless 
waves  seems  to  be  without  limit. 

It  is  not  necessary  here  to  allude  to  the 
great  developments  in  the  field  of  electricity 
and  electromagnetism  as  exemplified  in 
generation  and  transmission  of  electrical 
energy.  They  have  covered  the  past  half 
century,  but  the  foundation  principles  belong 
to  those  early  years  of  upward  of  a  century 
ago.     Do  we  cause  movement  of  iron  masses 


by  a  current  coil?  It  is  the  experiment  of 
Oersted.  Do  we  cause  movement  of  coils, 
one  with  relation  to  another,  as  in  our  motors? 
It  is  the  experiment  of  Ampere.  Do  we  gen- 
erate currents  in  a  conducting  mass  in  a  mag- 
netic field?  It  is  the  experiment  of  the  Arago 
disc.  When  we  measure  current  or  energy 
by  galvanometer,  voltmeter,  electro-dyna- 
mometer, or  wattmeter  we  have  the  work  of 
Oersted,  Ampere,  Arago,  illustrated.  But 
these  early  discoveries  had  a  depeer  signifi- 
cance still.  They  showed  that  electric  cur- 
rents and  magnetism  are  inseparable — in- 
separable in  practice,  inseparable  in  theory. 

Moving  charges  are,  as  shown  by  Rowland, 
the  equivalent  of  currents;  and  now  we  are 
assured  that  moving  charges  and  currents 
are  moving  electrons.  Hence  moving  elec- 
trons are  magnetic.  Like  charges  or  electrons 
repel  each  other,  but  like  charges  moving  in 
the  same  general  direction  attract,  for  they 
are  the  equivalent  of  parallel  currents  in  the 
same  direction.  They  repel  one  another 
electrostatically  and  attract  one  another  mag- 
netically. Conversely,  oppositely  moving 
charges  or  electrons  should  repel,  but  still  not 
attract,  but  continue  to  repel  electrostatically. 
We  are  now  certainly  down  to  the  fundamen- 
tals. No  vacuum,  however  perfect,  lessens 
or  stops  the  development  of  the  electric  field 
in  it,  nor  prevents  the  existence  of  the  mag- 
netic field.  Space  itself  is  electromagnetic, 
using  the  term  in  its  broadest  sense.  Like 
electrons  moving  in  the  same  direction  in 
such  space  must  attract  one  another  and  at 
some  speed  the  static  repulsion  of  the  like 
charges  will  be  balanced  by  this  attraction. 
The  higher  the  speed,  the  closer  is  the  ap- 
proach, until  the  repulsion  balances  the  at- 
traction. And  just  here  is  the  key  phenom- 
enon of  nature.  Space,  whether  empty  or  full 
of  ether,  is  fundamentally  electromagnetic 
and  perhaps  only  that.  Energy  and  mass, 
interchangeable  terms  and  due  to  relative 
movements  of  electrons,  is  electromagnetic 
and  only  that.  Matter  in  all  its  forms, 
systems  of  electrons  in  motion,  is  electro- 
magnetic. Alive  or  dead  it  is  electro- 
magnetic and  nothing  else.  All  properties  of 
matter,  all  forms  of  energy  arc  electromag- 
netic and  electrostatic.  If  ether  exists  it  is 
purely  and  solely  electric  and  magnetic,  with- 
out mechanical  properitcs,  for  such  proper- 
tics  depend  on  motion  of  electrons.  Ether  as 
a  medium,  then,  not  being  mechanical,  can 
neither  be  in  rest  nor  in  motion;  it  can 
only  be  the  theater  of  electrostatic  and 
magnetic  conditions,  whatever  they  may  be. 


DR.  ELIHU  THOMSON 


983 


These  statements  may  be  very  sweeping,  but 
do  not  the  recent  notions  of  the  relativity 
of  Einstein  carry  us  even  farther?  Space  is 
empty,  but  has  a  warp  in  it;  it  is  curved,  of 
four  dimensions,  (one  being  time),  in  which 
the  gravitational  field  of  the  sun,  or  for  that 
matter  even  the  smallest  speck  of  matter  or 
energy,  is  a  local  warping.  Are  electric  and 
magnetic  fields  but  other  kinds  of  warping  in 
this  space  which  though  empty  is  full  of  elec- 
tric, magnetic  and  gravitational  fields  ?  What- 
ever all  this  may  mean,  we  must  remember 
that  scientific  theories  can  never  change  the 
facts;  they  are  not  creeds,  they  are  means  of 
pointing  the  way  to  further  additions  to  our 
knowledge — ^to  be  modified,  changed  or 
abandoned  according  to  their  usefulness  in  \ 
leading  to  further  knowledge  or  discovery. 
The  facts  of  science  are  its  bed  rock  founda- 


tion, unchanged  and  unchanging.  The  dis- 
covery, then,  of  the  relation  between  elec- 
tricity and  magnetism  was  in  reality  the  dis- 
covery of  a  fundamental  fact  or  principle 
lying  at  the  foundation  of  the  Universe  itself, 
the  soul  of  energy,  as  of  matter;  of  electric 
waves  from  zero  periodicity  up  to  the  most 
penetrating  rays  of  the  raduim  emanations. 
It  is  eminently  fitting,  then,  that  we  cele- 
brate the  hundredth  anniversary  of  dis- 
coveries, the  fruits  of  which  have  been  of 
stupendous  influence  and  value,  and  at  the 
same  time  carry  us  to  the  very  foundations 
of  existence. 

The  coming  century  will  doubtless  have  its 
wonders  to  unfold,  but  it  is  fairly  safe  to  pre- 
dict that  they  can  hardly  exceed  in  funda- 
mental bearing  those  revealed  to  us  in  the 
past  hundred  years. 


Dr.  Elihu  Thomson 

SCIENTIST,  INVENTOR,  AND  EDUCATOR 

By  DuGALD  C.  Jackson 

Dr.  Thomson  has  been  acting  president  of  Massachusetts  Institute  of  Technology  since  early  spring  of 
this  year,  and  the  following  sketch  of  his  career  by  a  member  of  the  faculty  will  be  read  with  interest  by  the 
manv  admirers  of  our  eminent  scientist. — Editor. 


Professor  Elihu 
Thomson :  If  you 
speak  that  name 
in  electrical  engi- 
neering circles,  in 
any  part  of  the 
world,  it  at  once 
brings  a  word  of 
recognition,  for 
Thomson  is  one  of 
the  fathers  of  elec- 
trical engineering 
as  well  as  a  nota- 
ble leader  and  mas- 
ter. Though  born 
in  England,  Professor  Thomson  came  to  the 
United  States  with  his  parents  when  he  was 
five  years  old  and  grew  up  and  was  educated 
in  Philadelphia.  There  he  graduated  from  the 
Central  High  School  with  the  degree  of  A.  B. 
at  the  age  of  seventeen,  and  was  immediately 
appointed  Assistant  Professor  of  Chemistry 
in  the  same  school.  Six  years  later  he  was 
made  Professor  of  Chemistry  and  Mechanics. 
Here  he  began  his  researches  in  electricity  and 
started  on  his  career  as  an  inventor.  Fame 
has  been  added  to  the  United  States  and  hie 


name  spread  in  technical  and  scientific  circles 

for  the   great   range  and  importance  of  his 
achievements  in  electrical  engineering. 

Interest  in  electrical  phenomena  held  him 
for  years  before  his  graduation  from  the  Cen- 
tral High  School,  but  it  was  during  his  pro- 
fessorship that  he  started  on  his  revolutionary 
series  of  researches  and  inventions.  Here  he 
invented  and  constructed  the  famous  arc  light 
dynamo  with  spherical  three-coil  armature, 
which  went  into  commercial  use  in  18S0  and 
continued  a  central  figure  in  arc  lighting  serv- 
ice as  long  as  the  arc  lainp  with  carbon  elec- 
trodes held  the  field  of  illumination  by  large 
lightingunits.  Here  also  he  made  the  researches 
and  discoveries  which  gave  the  foundation  of 
his  later  primary  inventions  in  electrical  weld- 
ing. In  ISSO  Professor  Thomson  resigned  his 
post  in  the  Central  High  School  and  moved  to 
New  Britain,  Conn.,  to  become  the  technical 
head  of  a  company  called  the  American  Elec- 
tric Company  which  was  established  on  the 
foundation  of  his  inventions.  Three  years 
later  this  companv  was  reorganized  on  a  larger 
scale,  moved  to  Lynn,  Mass.,  and  was  renamed 
the  Thomson-Houston  Electric  Company. 
For  many  years  the  company  occupied  what 


984     December,  1920 


GENERAL  ELECTRIC  REVIEW 


VoL  XXIII.  Xo.  12 


are  no^v  called  the  West  Lynn  Works,  -n'hich 
were  gradually  increased  in  size  and  impor- 
tance as  the  variety  and  extent  of  the  business 
grew.  After  the  Thomson-Houston  Company 
became  associated  with  the  Edison  General 
Electric  Company  to  make  the  great  company 
known  as  the  General  Electric  Company,  the 
River  Works  were  built  at  Lynn,  but  the  West 
Lynn  Works  continue  to  produce  many  of  the 
important  products  which  the  genius  of  Pro- 
fessor Thomson  has  conferred  on  electrical 
engineering. 

To  list  all  of  his  inventions  would  be  beyond 
the  scope  of  this  article,  for  more  than  six 
hundred  patents  have  been  issued  to  him  by 
the  United  States.  His  inventions  in  dynamo 
electric  machinery-,  electric  welding,  electric 
watt-hour  meters,  lightning  arresters  and 
magnetic  arc  extinguishers  are  fundamental. 
The  arc  lamp,  the  incandescent  lamp,  the  elec- 
tric motor,  the  alternator,  the  alternating  cur- 
rent transformer,  railway  motors,  high  fre- 
quency apparatus,  and  innumerable  other 
devices  of  electrical  engineering  have  found 
improvement  at  his  hands.  His  touch  has 
ever  been  of  originality  and  sound  scientific 
conception,  so  that  ever>-  part  of  the  art 
which  has  passed  before  him  for  review  has 
profited  from  the  activity'  of  his  illuminating 
mind. 

Broad  recognition  has  come  to  him  at  home 
and  abroad.  Yale  University  conferred  upon 
him  the  honorary-  degree  of  Alaster  of  Arts  in 
1890,  Tufts  College  the  degree  of  Doctor  of 
Philosophy  in  1894,  and  Har\-ard  University 
the  degree  of  Doctor  of  Science  in  1909.  He 
was  awarded  the  Grand  Prix  at  the  Paris  Ex- 
position in  1889  for  his  electrical  discoveries 
and  inventions,  and  was  decorated  by  the 
French  Republic  as  Chevalier  et  Officier  de  la 
Legion  D'Honneur.  Again  at  the  Paris  Expo- 
sition of  1900  he  was  awarded  the  Grand  Prix. 
At  the  Saint  Louis  Exposition  of  1904  he  was 
again  awarded  the  Grand  Prize  for  his  electri- 
cal achievements.     He  was  president  of  the 


American  Institute  of  Electrical  Engineers  in 
1889  and  in  1910  was  made  the  first  recipient 
of  its  famous  Edison  Medal  for  meritorious 
achievement  in  electricity.  In  1916  he  re- 
ceived the  John  Fritz  iledal  of  the  four 
national  engineering  societies,  awarded  to 
him  for  achievements  in  electrical  invention, 
electrical  engineering,  industrial  developments 
and  scientific  research.  In  1916  also  he  was 
awarded  the  Hughes  Medal  of  the  Royal  So- 
ciety of  London.  This  award  carried  a 
money  prize  which  Dr.  Thomson  donated  to 
a  war  charity  in  England.  Many  lesser 
medals  have  also  been  conferred  upon  him. 

His  recognition  by  scientific  and  professional 
societies  has  been  world  wide.  Having 
been  President  of  the  American  Institute  of 
Electrical  Engineers  in  1889-90,  he  was  L'nited 
States  delegate  to  the  International  Electrical 
Congresses  at  Chicago  in  1893  and  St.  Louis 
in  1904,  and  was  President  of  the  Chamber  of 
Delegates  and  of  the  -Congress  at  St.  Louis. 
For  the  three  years  1908-11  he  was  President 
of  the  International  Electrotechnical  Com- 
mission which  has  for  its  function  the  impor- 
tant duty  of  arranging  international  standard- 
ization in  electrical  engineering,  also  of  provid- 
ing for  the  International  Electrical  Congresses 
at  which  units  and  standards  are  adopted. 
Of  his  numerous  scientific  and  professional 
societies  only  his  membership  in  the  National 
Academy  of  Sciences  and  honorary  member- 
ship in  the  Institution  of  Electrical  Engineers 
of  Great  Britain  can  be  mentioned  here. 

Professor  Thomson  has  been  noted  for  his 
interest  in  the  careers  of  younger  men,  and  his 
assistance  and  counsel  are  remembered  with 
affectionate  gratefulness  by  many  men  who 
themselves  have  come  to  distinguished  places 
in  the  electrical  engineering  profession.  Men 
who  have  had  the  fortune  to  ser\-e  as  his  assist- 
ants, rejoice  in  telling  of  his  "many-sided- 
ness" and  fertility,  for  he  himself  has  served 
them  as  a  L'niversity. 

— The  Tech  Engineering  News. 


985 


Studies  in  Lightning  Protection  on  4000-volt  Circuits* 

By  D.  W.  Roper 
Commonwealth  Edison  Company,  Chicago 

The  author  presents  the  results  of  an  investigation  of  lightning  arrester  performance  in  practice  extending 
over  a  period  of  five  years.  The  investigation  was  originally  undertaken  for  the  object  of  reconciling  the  dif- 
ferences between  results  obtained  in  laboratory  experiments  and  actual  service,  and  some  of  the  conclusions 
previously  arrived  at  were  presented  in  a  paper  before  the  A.I.E.E.  in  June,  1916.  The  scope  of  the  investiga- 
tion broadened  to  a  determination  of  the  relative  merits  of  the  several  types  of  lightning  arresters  which  were 
installed  on  the  system  under  consideration,  and  the  data  thus  compiled  constitute  the  most  valuable  contribu- 
tion ever  made  to  the  study  of  lightning  disturbances  in  primary  distribution  networks. 

Discussions  by  Dr.  C.  P.  Steinmetz,  W.  L.  R.  Hayden  and  V.  E.  Goodwin  accompany  our  abstract  of  the 
paper. — Editor. 


Introduction 

The  investigations  forming  the  basis  of 
this  paper  as  well  as  the  previous  paper^  on 
the  same  subject  had  as  their  primary  object 
the  determination  of  the  relative  merits  of 
the  several  types  of  lightning  arresters  which 
were  installed  on  the  60-cycle  distribution 
system  of  the  Commonwealth  Edison  Com- 
pany in  Chicago.  The  previous  investigations 
had  indicated  in  a  general  way  the  several 
factors  which  affected  lightning  arrester 
performance  and  also  the  extreme  variability 
of  the  distribution  and  intensity  of  the 
lightning  storms,  from  which  it  appeared 
that  in  order  to  get  reasonably  accurate 
results,  it  would  be  necessary  to  accumulate 
the  experience  with  a  large  number  of  arrest- 
ers over  a  period  of  several  years. 

Description  of  the  System 

The  system  of  distribution  on  which  these 
investigations  were  made  is  a  four-wire  three- 
phase  system,  with  the  neutral  grounded  only 
at  the  substations.  The  normal  potential 
on  the  distributing  mains  is  20S()  volts 
between  phase  and  neutral  wires.  The  dis- 
tribution pole  lines  are  in  the  alleys,  or  along 
the  rear  lot  lines  in  the  center  of  the  block 
where  alleys  are  missing.  Single-phase  trans- 
formers are  used  exclusively  and  are  con- 
nected between  the  phase  and  neutral  wires 
except  in  the  case  of  three-transformer  three- 
phase  installations  in  which  case  the  common 
point  of  the  transformer  primaries  is  not 
connected  to  the  neutral  wire.  Secondaries 
of  power  transformers  are  connected  in  delta. 
Power  and  lighting  customers  are  supplied 
from  the  same  primary  mains,  but  the  very 
large  customers  are  connected  to  a  12,000- 
volt  system.  The  feeders  are  all  No.  0  wire  and 
the  mains  No.  6  A.  W.  G.  About  85  per  cent 
of  the  feeders  and  15  per  cent  of  the  mains  are 

*A  comprehensive  abstract  of  paper  presented  before  A.I.E.E. 
at  Chicago.  November.  1920. 

1  Trans.  A.I.E.E..  1916.  Vol.  XXXV,  p.  655. 


underground.  About  99  per  cent  of  the 
transformers  are  on  poles  and  the  rest  in 
manholes  or  in  vaults  on  customers'  premises. 
At  single  transforiner  installations  a  2400- 
volt  arrester  is  connected  to  the  same  phase 
wire  as  the  transformer  and  a  300-volt 
arrester  to  the  neutral  wire.  Where  three 
transformers  are  installed  for  a  power  service 
there  are  three  2-iOO-volt  arresters,  one  con- 
nected to  each  of  the  phase  wires;  and  one 
300-volt  arrester  is  connected  to  the  neutral 
wire.  Arresters  are  installed  in  this  manner 
on  the  same  pole  with  all  transformers.  The 
lightning  arrester  ground  consists  of  one-half 
inch  galvanized  iron  pipe  ten  feet  long,  driven 
into  the  ground  at  the  base  of  the  transformer 
pole.  Secondary  circuits  are  usually  less  than 
one  block  long  and  the  secondary  ground  is 
similar  to  the  lightning  arrester  ground,  but 


3000 

S 

\ 

\ 

1 

\ 

1  2000 

\ 

\ 

o 

\ 

\ 

at 

\ 

3 
z 

\ 

/ 

/ 

\ 

1 

\ 

\ 

1 

\ 

\ 

\ 

1 

\ 

\ 

\ 

\ 

/ 

\, 

1     1.5    2    2.5    3     4      5    7,5    10    15    20    25   30  37.5  40    50    75  100  150 
SIZE  OF  TRANSFORMERS    KVA 
Fig.   1.      Diagram  Showing  the   Number  of  Each  Size  of  Trans- 
former in  Service  on  August  I,  1918 

is  installed  on  the  next  pole.  On  long  second- 
aries there  are  at  least  two  such  ground  con- 
nections and  in  addition  the  neutral  wire  on  the 
customer's  premises  in  many  recent  installa- 
tions is  grounded  to  the  water  pipes  insideof  the 
building.  The  distribution  system  at  this  time 


986     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


Arresters  E  and  F  have  iden- 
tical diagrams  and  differ  princi- 
pally in  mechanical  details,  the 
amount  of  resistance  and  the 
length  of  the  resistance  rod. 


^ 


E&F 


Diagram  G  shows  a  type 
which  was  installed  in   1920. 

Diagram  H  represents  the 
neutral  300-volt  arrester  in- 
stalled on  the  neutral. 


O 

Q 

H 

Fig.  2.     Electrical  Diagrams  of  the  Lightning  Arresters 
Used  in  These  Investigations 

The  gaps  are  conventional  and  do  not  show  the  actual 
shape  of  the  gaps  on  all  of  the  arresters. 


0.7 
06 
05 

0.4 
SO-3 

CJ 

£0.2 

Q. 
^0.1 

z 

£   0 

£2 
-0.5 

CD 

^0.4 

o 

o0.3 

io2 


a"' 

1    0 


as 


0.1 


(jUa — t^. 


191.^-  —' 


1917  ... 


-^ 


1919. 


1920 


-?^ 


y 


T- 


/ 


^ 


1 

1 

1      1 

\, 

1       u-^ 

\ 

A 

\, 

-/- 

X" 

y^ 

y 

\ 

\ 

\ 

\ 

\ 

FUSM 

42.„ 

y 

\ 

^ 

\ 

B^„;:S 

, ' 

y 

\ 

1         !         i 

20.000 


Fig, 


1912      1913      19M       I4)5       1916       1917        1918       1919      1920 
3.     Graphical  Record  Showing  the  Number  of  Transformers 
in  the  Distribution  System  and  the  Per  Cent  of  Transformer 
Troubles  Each  Year  Over  a  Period  of  Years 


LIGHTNING 
I  I  Jjw    Af?R£:5TER  AREAi 


-±. 


0.4 

OS 

02 

0.1 

0 

0.5 

a4 

0.3 
0.2 
01 


MAR         APRIL        MAY         JUNE        JULY 
Fig.   5.  Diagram  Showing  the  Percentage 
out  in  Each  Storm  for  the  Years  19 


AUG.        SEPT.        OCT. 
of  Transformers  Burned 
15-1919  Inclusive 


Fig.  5.     Outline  Map  of  the  City,  Showing  Section  Lines 
and  Lightning  Arrester  Area  Number* 

The  lightly  shaded  areas  show  the  sections  in  which 
arrester  G  shown  in  Fig.  2  was  installed  m  1920,  The 
heavily  shaded  portions  show  the  sections  m  which  addi- 
tional arresters  of  type  .-1  were  installed  m  1921)  for  the 
purpose  of  getting  more  conclusive  information  regarding 
this  type. 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


987 


includes  about  100,000  poles,  20,000  trans- 
formers with  a  total  capacity  of  about  270,000 
kv-a., 6500  conductor  miles  of  overhead  primar}' 
line  wire,  2200  con ductormilesof  underground 
cable  and  2500  cable  poles.  The  system 
ser\'es  about  400,000  customers. 

In  Fig.  1  is  shown  the  number  of  each  size 
of  transformers  on  the  line  as  of  August  1, 
1918.  This  date  was  selected  for  the  purpose 
of  the  calculations,  as  the  number  of  trans- 
formers in  service  on  that  date  was  about 
the  average  of  the  number  in  the  five-year 
period  under  investigation.  Fig.  2  shows 
electrical  diagrams  of  all  of  the  lightning 
arresters  used  in  the  investigations.  The 
letters  shown  on  this  diagram  are  consistently 
used  throughout  the  several  tables,  diagrams 
and  curves.  Fig.  3  shows  graphically  the 
number  of  transformers  on  the  distribution 
system  over  a  period  of  years,  as  well  as  the 
percentage  of  transformer  primary  fuses 
blown  and  transformers  burned  out  by  light- 
ning each  year.  The  increase  in  the  percent- 
age of  fuses  blown  during  the  years  1918 
and  1919  was  due  to  causes  defmitelj^  known 
to  be  entirely  distinct  from  lightning,  but  as 
some  of  these  fuses  were  blown  during  the 
same  day  as  lightning  storms,  they  were 
included  with  fuses  blown  by  lightning 
because  of  the  impossibility  of  accurately 
determining  just  which  fuses  were  blown  by 
lightning  and  which  by  other  causes. 

In  Fig.  4  is  shown  the  percentage  of  burn- 
outs of  transfonners  for  each  storm  during 
the  five-year  period  and  also  for  the  year  1920, 
the  percentages  being  plotted  cumulatively. 
From  these  records  it  will  be  noted  that  it  is 


MARCH  APRIL  MAY  JUNE  JULY  AUGUST     SEPTEMBER 

Fig.  6.      A  Composite  Diagram  of  the  Transformer  Burn-outs  for 
1915-1919  Inclusive 

not  unusual  to  have  over  one-third  of  the  total 
trouble  in  any  one  year  due  to  lightning 
occur  in  one  or  two  daj^s.  A  composite  of  these 
curves  for  the  five-year  period  is  shown  in 
Fig.  6,  from  which  it  will  be  noted  that  on  the 
average,    the    lightning    is    quite    uniformly 


distributed  throughout  the  4}^  months  from 
May  1st  to  September  15th,  and  that  there 
is  comparatively  little  trouble  outside  of  this 
period. 

Fig.  ^  is  an  outline  map  of  the  portion  of  the 
city  covered  by  the  distribution  system  on 
August  1,  1918,  showing  the  section  lines 
and  the  lightning  arrester  area  numbers. 
These  areas  will  be  found  to  differ  from  those 
shown  in  the  previous  paper  as  some  changes 
were  made  in  1917  for  the  purpose  of  trying 
another  type  of  arrester,  a  new  scheme  of 
protection  and  incidentally  securing  a  little 
better  distribution  of  the  various  types  of 
arresters  over  the  different  portions  of  the 
city.  The  shaded  areas  on  this  diagram  will 
be  referred  to  later  in  the  paper. 

Preliminary  Investigations 

From  the  previous  paper  and  subsequent 
studies  it  appears  that  the  factors  which 
might  affect  lightning  arrester  performance 
are  as  follows ; 

1.  The  system  of  distribution  and  the 
grounding   of   the   neutral. 

2.  Primary  terminal  boards. 

3.  The  shielding  effect  of  trees,  buildings 
or  wires  of  other  companies. 

4.  The  resistance  of  the  lightning  arrester 
ground  connection. 

5.  The  maker  of  the  transformer. 

6.  The  size  of  the  transformer. 

7.  The  age  and  previous  service  record 
of  the  transformer. 

8.  Variation  in  the  distribution  and  inten- 
sity of  the  lightning. 

9.  The  density  of  lightning  arresters,  that 
is,  the  number  per  square  mile. 

10.  The  design  of  the  arrester. 
In  laying  out  the  lightning  arrester 
areas  which  w-ere  given  in  the  previous 
paper,  and  which  are  also  shown  in 
Fig.  5  in  this  paper,  it  was  the  inten- 
tion to  arrange  the  boundaries  of  the 
areas  and  to  distribute  the  several 
types  of  lightning  arresters  over  the 
city  so  as  to  eliminate  variables  3  to  8 
inclusive  as  given  in  the  above  list. 

An  investigation  of  the  records  dem- 
onstrated beyond  question  that  the 
shielding  effect  of  trees  or  buildings 
immediately  adjacent  to  the  lines  con- 
siderably reduced  the  amount  of  damage  on 
our  lines  from  lightning.  This  was  shown  by 
the  following  facts : 

(a)  The  percentage  of  poles  in  the  dis- 
tribution system  shattered  by  direct  strokes 
is   extremely    small,    being    of   the   order   of 


OCTOBER 
Years 


988     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIIl,  No.  12 


1/400  of  1  per  cent.  This  is  very  much 
smaller  than  the  corresponding  percentage 
for  transmission  line  poles  belonging  to  the 
same  company  in  the  flat  open  country  in  the 


OOHVCHTUH     1 


=a^°°-'°°  -(nV 


I  I 

Fig.  7.     Outline  Map  of  Chicago,  Shomng  Section  Lines  and  Area  Actually 

Covered  by  Distribution  System.     Density  of  shading  indicates 

the  density  of  lightning  arresters 


southeastern  portion  of  the  city  and  is  also 
smaller  than  experienced  in  general  bv 
companies  having  transmission  lines  crossing 
open  country-.  That  there  are  many  direct 
strokes  in  ever\-  severe  lightning 
storm  is  shown  by  the  newspaper 
reports  on  the  day  following  light- 
ning storms,  which  record  the  most 
severe  or  unusual  cases  of  damage 
to  trees,  church  steeples,  chimneys, 
or  other  portions  of  buildings  and 
structures. 

(b)  An  investigation  of  the  con- 
ditions surrounding  the  installation 
of  97  out  of  529  cases  covered  by 
these  investigations  where  transform- 
ers were  burned  out  by  lightning 
failed  to  reveal  a  single  case  in  which 
the  primarv-  wires  adjacent  to  the 
transformer  were  over-shadowed  by 
high  trees  or  buildings  immediately 
adjacent. 

By  "spot  checking"  selected  por- 
tions of  each  of  the  lightning  arres- 
ter areas  in  co-operation  with  the 
representatives  of  the  manufac- 
turers, it  appeared,  although  the 
shielding  effect  of  trees  and  buildings 
was  considerable,  that  as  far  as  could 
be  determined  without  making  a 
detailed  sur\xy  and  record  of  the 
conditions  in  each  block  throughout 
the  city,  no  type  of  arrester  was  at 
any  serious  advantage  or  disadvan- 
tage on  this  account. 

The  records  and  the  conditions 
surrounding  the  transformer  instal- 
lations were  carefully  and  thoroughly 
examined  to  determine  the  effect  of 
the  other  points  5,  6  and  7.  These 
investigations  included  the  assem- 
bling of  the  complete  histor>-  of  each 
transformer  that  had  burned  out 
during  the  five-year  period  and  the 
compiling  and  assembling  of  all  data 
which  might  scr\-e  to  add  to  the 
information  on  the  several  points. 
On  the  completion  of  the  investi- 
gation, the  representatives  of  the 
manufacturers  concurred  in  the 
decision  that  none  of  the  arresters 
appeared  to  be  at  any  material 
advantage  or  disadvantage  on 
account  of  the  first  seven  vari- 
able factors  in  the  above  list, 
and  these  factors  were,  therefore, 
ignored  in  the  further  investiga- 
tion. 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


9S9 


There  still  remains  two  variables,  namely 
the  variability  of  the  lightning,  and  the 
density  of  lightning  arresters.  In  determining 
the  relation  between  the  density  of  lightning 
arresters  and  their  performance  a  method 
was  discovered  of  eliminating  the  effect  of  the 
lightning  as  a  variable  as  described  at  some 
length  later  in  the  paper. 

The   Effect   of  Density   of  Lightning   Arresters   on 
Their  Performance 

A  preliminary  investigation  of  the  effect 
of  density  was  made  by  plotting  the  density 
of  arresters  in  each  original  lightning  arrester 
area  against  the  percentage  of  burn-outs  in 


Fig.  8.      Outline  Map  of  Chicago  Giving  the  Numbers 

Assigned  to  Each  of  the  Sections  as  Shown  in  the 

Third  Column  of  Table  I 

that  area.  The  points  plotted  in  this  manner 
were  so  irregular  that  they  did  not  permit  the 
drawing  of  any  curve  which  might  be  con- 
sidered as  representing  the  results,  but  the 
method  appeared  to  indicate  that  there  was 
a  very  marked  decrease  in  the  percentage 


of  burn-outs  with  increase  in  density  which 
would  warrant  further  investigation  along  this 
line.  The  results  also  indicated  that  some 
further  subdivisions  of  the  original  lightning 
arrester  areas  would  be  necessary  in  order 
to  eliminate  the  lightning  as  a  variable. 
The  manner  in  which  the  records  were  kept 
enabled  this  change  to  be  made  very  readily 
by  using  the  section  (that  is,  the  square  mile) 
as  the  unit,  resulting  in  an  increase  in  the 
number  of  areas  from  19  to  192.  For  each 
one  of  these  sections  there  was  determined 
from  the  records  the  number  of  transformers 
in  the  section  as  of  August  1,  1918.  As  there 
is  an  arrester  on  the  same  pole  with  each 
transformer,  and  comparatively  few  cases 
where  there  were  two  transformers  connected 
to  the  same  phase  wire  on  the  same  pole,  the 
number  of  transformers  in  each  section  was 
taken  as  the  number  of  arresters.  There  was 
also  determined  for  each  section  the  number 
of  transfonner  bvirn-outs  and  primary  fuses 
blown  by  lightning  during  the  five-year 
period  and  the  actual  area  covered  by  the  line. 
This  latter  quantity  was  determined  by  going 
over  the  large  scale  maps  of  the  distribution 
system  and  assuming  that  a  line  through 
the  center  of  the  block  covered  the  width 
of  the  block.  (This  width  varies  in  the 
different  portions  of  the  city  from  about  250 
ft.  to  over  600  ft.  and  averages  approximately 
400  ft.)  From  these  figures  can  be  calculated 
the  percentage  of  burn-outs  in  any  section  or 
group  of  sections.  The  data  with  the  sec- 
tions arranged  in  the  order  of  density  of 
arresters  are  shown  in  Table  I. 

The  data  in  this  table  and  other  data 
regarding  the  system  are  shown  graphically 
in  several  drawings  which  give  a  better  idea 
of  the  conditions  than  can  be  obtained  from 
tables  of  statistics.  In  Fig.  7  is  shown 
an  outline  map  of  the  city  on  which  are 
shaded  the  areas  actually  covered  by  the  lines, 
the  number  of  arresters  per  square  mile  being 
indicated  by  the  density  of  the  shading.  The 
distribution  system  extends  into  192  sec- 
tions covering  163.25  square  miles  within  the 
city,  while  the  area  actually  covered  by  the 
lines,  determined  in  the  manner  above 
described  is  93.49  square  miles.  As  there 
were  17,529  transformers  on  the  lines  on 
August  1,  1918,  the  average  density  of 
arresters  is  thus  187  per  square  mile. 

Fig.  9  shows  these  data  in  another  manner, 
from  which  figure  it  will  be  noted  that  in 
the  larger  portion  of  the  area  covered  by  the 
distribution  system,  the  density  of  arresters 
ranges  between  100  and  300  per  square  mile. 


990     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


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I 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4()00-VOLT  CIRCUITS 


991 


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992     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


r 

■\ 

/ 

\ 

\ 

\ 

/ 

\ 

\ 

\ 

/ 

^ 

\ 

\ 

50 


100 


150 


350 


400 


450 


SOO 


Fig. 


200        250        300 

DENSITY  OF  ARRESTERS 

NUMBER  PER  SQUARE  MILE 

9.     Diagram  Showing  the  Area  Actually  Covered  by  the 

Distribution  System  for  Various  Densities  of  Arresters 


The  number  of  arresters  for  various  densities 
and  for  each  type  of  arrester  is  shown  in  Fig. 
10.  In  this  drawing  it  will  be  noted  that 
arrester  ^4  was  installed  in  sections  with  a  very 
narrow  range  in  density.  The  section  num- 
bers given  in  the  third  column  in  Table  I 
are  shown  in  Fig.  8.  The  stars  preceding 
the  section  numbers  in  Table  I  indicate  the 
sections  in  which  a  change  in  the  type  of 
lightning  arrester  was  made  preceding  the 
lightning  season  of  1917  for  the  purpose  of 
permitting  the  installation  of  an  additional 
type  of  arrester  and  securing  a  better  distri- 
bution of  the  several  types  of  arresters  in 
different  portions  of  the  city. 

In  Fig.  11  there  has  been  plotted  for  each 
section  the  density  of  arresters  as  shown 
in  the  eighth  column  in  Table  I  and  the  average 
per  cent  of  burn-outs  as  shown  in  the  last 


jOCO 

5000 

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200       250        300        350        400 
DENSITY  OF  ARRESTERS 
NUMBER  PER  SQUARE  MILE 
Fig.  10.     Diagram  Showing  for  Various  Densities  of  Arresters 
the  Number  of  Each  Type  of  Arrester  and  of  all  Types  Con- 
nected to  the  Distribution  System 


column.  The  final  cun.-e  for  all  arresters 
showing  the  variation  in  the  performance 
of  arresters  with  their  density  is  also  shown  in 
the  same  figure,  but  the  cur\-e  cannot  be  drawn 
directly  from  the  points  shown  in  this  figure 
because  these  points,  representing  different 
areas  and  different  numbers  of  transformers, 
are  not  of  equal  weight.  Nothing  in  the  tables 
or  records  shows  the  wide  variation  in  the  distri- 
bution and  intensity  of  the  lightning  quite  so 
wellastheplottingof  thesepointsinFig.  11.  Out 
of  the  192  sections  it  will  be  noted  that  in 
about  one-sixth  of  them  the  points  are  on  the 
line  of  zero  burn-outs,  showing  that  there 
were  no  burn-outs  whatever  in  these  sections 
during  the  five-year  period. 


u  5 


6 

i 


\\  .^'  ^ 


200  3(M  «00 

DENSITY'  OF  ARRESTE.'^S 
NI'MBFR  projOKABP  MILF 
Fig.  H.    Diagram  Showing  for  Each  of  192  Sections  the  Average 
Per  Cent  of  Transformer  Bum-outs  Due  to  Lightning  for  the 
Five-year  Period  Plotted    Against  the  Density  of  Arresters. 
The  curve  shows  for  all  types  of  arresters  the  final  de- 
termination of  the  relation  between  density  of 
arresters  and  transformer  burn-outs  due  to 
lightning.   The  curve  cannot  be  plotted 
directly  from  the  points  shown  ia 
the  figure  as  they  are  not  of 
equal  weight 

In  order  to  secure  points  of  equal  weight  for 
the  purpose  of  drawing  the  cur\-e,  it  was 
decided  to  have  each  point  represent  the 
experience  with  the  same  number  of  trans- 
formers. At  first  trial  it  was  agreed  to 
assemble  the  data  so  as  to  get  IS  points,  each 
of  which  would  therefore  include  the  data 
from  approximately  1000  transfomicrs.  Data 
for  the  first  point  were  obtained  by  starting 
at  the  top  of  Table  I  and  including  enough 
sections  to  get  a  total  of  about  1000  trans- 
formers. Then  the  figures  showing  the  area 
covered  and  the  number  of  burn-outs  was 
totaled  for  these  sections,  from  which  could 
be  determined  the  average  density  of  the 
arresters  and  the  average  per  cent  of  burn- 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


993 


2.0 

a 

>■  12 
q: 

0-  10 

0  08 

1  "06 


0.2 


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"100  200  300      400  500 

DENSITY  OF  ARRESTERS 
NUMBER  PER  SQUARE  MILE 
Fig.    12.      Diagram  to  Logarithmic  Scale  Show- 
ing the  Data  in  Table  H  and  Fig.  8.      Assem- 
bled into  Eighteen  Points  Each  Covering  the 
Experience  for  the  Five-year  Period  with 
Approximately  the  Same  Number  of 
Transformers 

outs  for  this  group  of  transformers.  This 
was  equivalent  to  taking  a  vertical  band  of 
Fig.  11  which  would  include  enough  points 
to  make  a  total  of  1000  transformers  and 
finding  one  point  to  represent  the  average 
experience  for  the  entire  band.  In  the  same 
way  the  other  17  points  were  calculated  and 
are  shown  plotted  to  logarithmic  coordinates 
in  Fig.  12.  The  use  of  logarithmic  coordinate 
paper  was  adopted  for  the  purpose  as  it  was 
found  to  greatly  facilitate  the  work.   There 

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100  200  300     400   500 

DENSITY  OF  ARRESTERS 
NUMBER  PER  SQUARE  MILE 
Fig.  14.     Same  as  Fig.  12  Except  That  Data  Are 
Assembled  Into  Four  Points  of  Equal  Weight 


was  some-question  as  to  whether  the  number 
of  points  selected  for  assembling  the  data  in 
this  manner  had  any  effect  on  the  resulting 
cur^^e,  but  it  appeared  that  if  practically  the 
same  line  were  obtained  by  using  a  different 
number  of  points  that  there  would  be  no 
serious  error  in  the  method.  The  same  data 
were  therefore  assembled  in  a  similar  manner 
in  7  points,  4  points  and  2  points  and  the 
results  are  shown  respectively  in  Figs.  13,  14, 
15.  After  a  number  of  attempts  to  draw 
curves  through  these  points  in  the  several 


2.0 
1.6 

1.2 
1.0 

0.8 


S       06 
CD  q: 


or 
O 


100 


500 


200  300     400 

DENSITY  OF  ARRESTERS 
NUMBER  PER  SQUARE  MILE 
Fig.  13.     Same  as  Fig.  12  Except  That  Data  Are 
Assembled  Into  Seven  Points  of 
Equal  Weight 


0.4 


02 


1 

\ 

\ 

'^ 

\ 

^ 

\ 

^ 

100  200  300      40O    500 

DENSITY  OF  ARRESTERS 
NUMBER  PER  SQUARE  MILE 
Fig.  15.     Same  as  Fig.  12  Except  That  the  Data 
Are  Assembled  Into  Two  Points  of 
Equal   Weight 


<)94     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


figures,  it  was  found  that  a  straight  line  would 
properly  represent  the  results  just  as  well  as 
any  cur\'e  which  might  be  drawn;  and  it  was, 
therefore,  assumed  that  the  cun-e  when 
drawn  on  logarithmic  coordinate  paper  was 
a  straight  line,  which  is  equi^■alent  to  assum- 


\\l 

1 

I 

w 

^ 

^ 

sA 

^All 

-^ 

^ 

100 


250 


300 


350 


150  20O 

DENSITY  OF  ARRESTS 
NUMBER  PER  SQUARE  MILE 
Fig.  16.     Diagram  Showing  the  First  Approximation  of  the  Rela- 
tion Between  the  Density  of  Arresters  and  the  Percentage 
of  Transformers  Burned  Out  by  Lightning  for  the 
Five-year  Period,  1915-1919  Inclusive 

The  cur\'e  for  all  arresters  is  plotted  from  the  dashed  line  in 
Figs.  12  to  15  inclusive.  The  curves  for  the  indiWdual  types  of 
arresters  were  derived  in  a  similar  manner  from  logarithmic  dia- 
grams which  are  not  reproduced. 

A  point  instead  of  a  line  is  shown  for  arrester  A  as  the  records 
for  this  type  include  only  one  transformer  bum-out  in  the  three 
years  in    which  the   arresters  have   been   in   ser\'ice. 

ing  that  the  relation  between  the  quantities  is 
an  exponential  function.  In  each  of  the  four 
figures  the  full  line  is  determined  by  the 
points  in  that  figure  and  the  dashed  line  is  the 
average  of  all  of  the  four.  It  will  be  noted 
that  the  variation  of  the  points  through 
the  straight  line  decreases  as  the  number  of 
points  decreases,  or  in  other  words,  as  the 
number  of  transformers  represented  by  one 
point  increases.  The  average  curve  repre- 
sented by  the  dashed  line  in  these  four  figures 
transferred  to  arithmetical  coordinates  is 
shown  in  Fig.  11. 

While  one  engineer  was  engaged  in  the  task 
of  assembling  the  data  and  drawing  the  lines 
on  logarithmic  coordinate  paper  as  above 
described,  another  engineer  was  given  the 
task  of  assembling  the  data  in  a  similar 
manner  except  that  he  used  for  each  point 
the  experience  from  an  equal  area  covered  by 
the  lines  as  given  in  column  seven  of  Table  i, 
instead  of  an  equal  number  of  transformers. 
This  was  done  with  the  idea  that  any  serious 
personal    errors    or    any    error    due    to    the 


assumption  made  in  drawing  the  curv^es  or  in 
transferring  them  to  arithmetical  coordinate 
paper  would  be  indicated  by  differences  in  the 
final  cur\-es.  After  these  two  engineers  had 
independently  drawn  final  cur\-es  similar  to 
the  one  shown  in  Fig.  11  the  two  cur\-es  were 
then  transferred  to  the  same  sheet  and  found 
to  be  practically  superposed.  The  equation  of 
the  cur\-e  in  Fig,  11  is: 
5450 

where  A'  =  the  number  of  arresters  per  square 
mile,  and 
V  =  the    average    per    cent    of    trans- 
formers burnt  out  by  lightning  per 
year  during  the  five-year  period. 
This    equation   means   that    the    density    of 
arresters  has  a  vers'  important  influence  on  the 
results  secured  by  lightning  arresters.     If  we 
assume    for    example    that    there    are    1000 
transformers  installed  in  an  area  of  10  square 
miles  each  protected  by  an  arrester  on  the 
same   pole,   and  that  later  the  number  of 
transformers  in  this  area  is  doubled  and  at 
the   same   time   uniformly   distributed,    the 


30 


l^, 


'15 


,  1.0 


s 
o 


\l 

\l 

\\ 

\\ 

1 

s 

Sf 

t«^ 

1 

d 

1^ 

1 1 

50 


250 


300 


3SC 


100  150  200 

DENSnV  Of  ARRESTERS 

NUMBER  PER  SQUARE  MILE 

Fig.  17.    Diagram  Showing  the  Final  Determination  of  the  Rela- 

tion  Between  the  Density  of  Arresters  and  the  Percentage  of 

Transformers  Burned  Out  by  Lightning 

These  are  the  curves  shown  in  Fig.  16  modified  by  the  assump- 
tion that  the  lines  representing  the  data  on  logarithmic  paper 
should  be  parallel  to  the  dashed  line  in  Figs.  12  to  13  iLclusive, 
showing  the  experience  with  all  types  of  arreater. 

results  of  the  change  are  shown  in  Table  II. 
From  this  table  it  will  be  noted  that  although 
the  number  of  transformers  in  the  area  has 
been  doubled,  the  percentage  of  bum-outs 
has  decreased  from  1.67  per  cent  to  0.5  per 
cent  and  that  the  actual  number  of  bum-outs 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


995 


has  decreased  from  17  to  10  per  annum.  In 
other  words,  the  doubling  of  the  number  of 
transformers  and  arresters  in  a  given  area  will 
not  result  in  more  transformers  being  burnt 
out  by  lightning  per  year  as  might  be  supposed 
but  will  result  in  an  actual  reduction  of 
about  40  per  cent  in  the  number  of  such 
burn-outs  per  year. 

The  data  for  each  type  of  arrester  were 
then  plotted  in  a  similar  manner,  a  set  of  four 
curves  similar  to  Figs.  12,  13,  14  and  15  being 
drawn  for  each  type  of  arrester.  As  might  be 
expected  with  a  smaller  number  of  obser- 
vations, the  variation  of  the  points  from  a 
straight  line  when  plotted  on  logarithmic 
paper  and  the  variation  of  the  four  lines  from 
their  average  was  somewhat  greater  than  in 
the  case  of  the  corresponding  lines  for  all 
types  of  arresters.  These  straight  lines  for 
the  different  types  of  arresters  were  not 
parallel,  and  when  transferred  to  arith- 
metical coordinate  paper  as  shown  in  Fig.  16, 
the  curves  cross  each  other  in  a  confusing 
manner.  While  the  curves  thus  drawn  may 
be  mathematically  accurate,  they  appear  to 
be  physically  impossible  as  there  seems  to  be 
no  sufficient  reason  why  one  type  of  arrester 
should  be  better  than  another  at  one  density 
and  poorer  at  another  density.  It  seems  more 
reasonable  to  suppose  that  if  one  arrester  is 
better  than  another  at  any  particular  density 
of  arresters,  it  will  be  better  throughout  the 
entire  range  of  densities.  After  giving  this 
subject  considerable  study  it  was  decided 
to  assume  that  the  straight  line  representing 
the  experience  with  any  type  of  arrester, 
when  plotted  on  logarithmic  coordinate  paper 
should  be  parallel  to  the  line  showing  the 
results  for  all  types  of  arresters,  that  is, 
the  dashed  line  in  Fig.  12.  To  make  this 
change:  the  midpoint  of  the  line  for  each 
arrester  was  found,  which  is  a  point  so  located 
that  there  are  an  equal  number  of  arresters 
represented  by  the  line  on  either  side  of  the 
point.  The  line  which  was  finally  taken  as 
representing  the  experience  with  this  type  of 
arrester  was  then  drawn  through  this  mid- 
point and  parallel  to  the  dashed  line  in  Fig.  12. 
The  results  of  this  assumption  when  trans- 
ferred to  arithmetical  coordinate  paper  are 
shown  in  Fig.  17.  If  these  several  assump- 
tions are  reasonably  accurate,  and  they 
appear  to  do  no  violence  to  the  facts,  then  the 
methods  which  have  been  used  result  in 
curves  which  can  be  taken  as  representing 
the  performance  of  each  of  the  arresters  with 
varying  densities,  and  the  most  troublesome 
variable,   that  is,   the  variation  in   the  dis- 


tribution and  intensity  of  the  lightning  has 
been  eliminated  by  the  method  of  assembling 
the  data  and  drawing  the  curves.  From  these 
curves  it  will  be  noted  that  four  of  the 
arresters  designated  as  C,  D,  E  and  F  are  so 
close  together  that  the  differences  may  be 
considered  as  well  within  the  possible  errors 
of  observation. 

In  Fig.  17  an  ordinate  has  been  drawn  to  the 
midpoint  of  each  of  the  curves  as  above 
defined  or  at  the  position  corresponding  to  the 
average  density  for  that  curve,  that  is,  for 
each  type  of  arrester  the  number  of  arresters 
to  the  right  of  the  ordinate  is  the  same  as 
the  number  to  the  left.  These  ordinates 
represent  the  same  values  that  were  given 
in  the  previous  paper  as  showing  the  average 
experience  for  each  type  of  arrester,  but  it  is 
now  seen  that  in  the  case  of  the  four  arresters 
C,  D,  E  and  F,  the  curves  are  so  close  together 
that  the  ordinates  for  these  curves,  instead  of 
correctly  representing  the  relative  merits 
of  the  four  arresters,  are  practically  four 
different  ordinates  of  the  same  curve.  The 
four  arresters  are  therefore  of  practically 
equal  protective  value. 

It  will  be  noted  that  the  ordinates  for  curve 
B  in  Fig.  17  are  about  40  per  cent  of  the 
corresponding  ordinates  of  the  average  of 
curves  C,  D,  E  and  F.  Arrester  B  is  one  of 
the  oldest  types  on  the  lines  and  the  arresters 
are  fairly  well  distributed  over  a  wide  range 
of  density  as  shown  in  Fig.  10.  It  is,  there- 
fore, considered  that  this  difference  of  about 
40  per  cent  as  compared  with  the  other  four  is 
a  real  difference  due  to  the  value  of  the 
arrester  as  a  protective  device  and  is  not  due 
to  an  error  in  the  observations  or  calculations. 

In  the  case  of  arrester  A,  Fig.  5  shows  that 
this  arrester  was  installed  in  only  three 
contiguous  sections  and  Fig.  10  shows  that 
these  sections  had  a  narrow  range  in  arrester 
density.  In  addition  the  arresters  had  been  in 
our  service  for  only  three  years  and  in  view  of 
all  of  these  circumstances,  it  appears  that  the 
data  regarding  this  particular  type  of  arrester 
are  not  conclusive.  For  the  purpose  of  securing 
more  conclusive  data  regarding  this  type  of 
arrester,  additional  arresters  were  installed 
early  in  1920  in  the  areas  shown  by  the  heavy 
shading  in  Fig. 5.  Thelight  shadinginthesame 
figure  shows  the  areas  in  which  an  additional 
type  of  arrester  was  installed  early  in  1920. 

Comments  on  the   Designs   of  Lightning   Arresters 
Covered  by  This  Investigation 

It  is  possible  that  the  experience  with 
the  several  types  of  arresters  covered  by  these 


996     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


investigations,  as  well  as  the  earlier  types 
which  they  replaced,  may  be  best  sum- 
marized in  the  form  of  a  tentative  specifi- 
cation for  lightning  arresters,  which  would 
state  some  of  the  important  points  to  be 
included  and  to  be  avoided  in  such  design. 
Such  a  specification  would  read  about  as 
follows ; 

1.  The  arrester  must  consist  of  a  number 
of  gaps  in  series  with  a  resistance,  with  the 
number  of  gaps  and  the  amount  of  resistance 
properly  adjusted  to  the  line  voltage  so  that 
the  dynamic  arc  following  a  lightning  dis- 
charge will  be  quickly  broken  without 
damage  to  the  arrester. 

2.  The  resistance  rod  must  have  the 
resistance  uniformh^  distributed  throughout 
its  length,  so  as  to  prevent  the  progressive 
short-circuiting  of  the  rod  with  heavy  light- 
ning discharges  and  the  destruction  of  the 
arrester  which  will  follow. 

3.  The  amount  of  resistance  in  the  resist- 
ance rod  should  not  be  seriously  affected  by 
repeated  heavy  discharges. 

4.  The  leads  for  connecting  the  arrester  to 
the  line  should  leave  the  arrester  so  that  they 
will  form  drip  loops,  and  the  leads  should  be 
so  arranged  that  the  arrester  can  be  con- 
nected to  a  line  wire  on  either  side  of  the 
arrester. 

For  low  maintenance  cost  the  following 
features  are  desirable : 

5.  The  enclosing  case  should  be  of  fireproof 
insulating  material  that  is  not  affected  by  the 
weather,  and  it  should  be  constructed  so  as  to 
protect  effectually  the  metal  parts  from  the 
weather,  and  to  prevent  accumulation  of  dust 
on  the  gaps. 

6.  The  gaps  in  the  arrester  should  be 
between  parallel  plates,  disks,  or  rings 
instead  of  between  cylinders  or  spheres  so  as 
to  permit  repeated  heavy  discharges  without 
seriously  altering  the  length  of  the  gaps. 

7.  The  arrester  should  be  constructed  so 
that  in  the  event  of  the  failure  of  the  arrester 
to  interrupt  the  dynamic  arc  the  enclosing 
case  will  be  shattered  by  the  heat  so  as  to  give 
some  visual  evidence  of  the  trouble  and  result 
in  the  opening  of  the  circuit. 

8.  The  arrester  should  be  without  moving 
parts  or  parts  which  recjuire  inspection, 
renewal  or  adjustment  and  should  preferably 
be  made  in  the  form  which  cannot  be  inspected 
or  repaired  without  removing  it  from  the  pole. 

The  experience  with  the  arresters  covered 
by  this  investigation  indicates  that  several 
types  of  arresters  arc  now  available  whicli 
comply  with  all  of  these  specifications. 


Conclusion 

The  conclusions  from  the  investigations 
described  in  this  paper,  together  with  the 
more  important  conclusions  from  the  pre- 
vious paper,  some  of  which  have  been  modi- 
fied and  extended  by  these  investigations, 
may  be  summarized  as  follows: 

1.  Transformer  troubles  during  lightning 
storms  may  be  reduced  (a)  by  the  removal 
of  transformer  primary  terminal  boards,  (b) 
by  the  installation  of  lightning  arresters,  (c) 
by  the  use  of  larger  bushings  on  the  primary 
leads  of  transformers  where  they  enter  the 
case. 

2.  Lightning  arresters  installed  on  trans- 
former poles  are  considerably  more  effective 
than  if  installed  on  the  line  poles. 

3.  Even  in  the  most  severe  lightning 
storms,  which  apparently  cover  the  given 
territory  quite  completely,  there  will  be 
numerous  extended  areas  within  this  territory 
which  will  be  entirely  free  from  lightning 
disturbances.  Careful  records  extending 
over  a  period  of  several  years  arc,  there- 
fore, necessary  in  order  to  determine  defi- 
nitely whether  immunity  from  troubles  due 
to  lightning  is  due  to  the  efficiency  of  the 
lightning  protection  or  to  the  absence  of  light- 
ning. 

4.  There  is  a  vcr>-  marked  improvement 
in  the  effect  of  lightning  arrester  protection 
with  an  increase  in  density,  that  is,  the 
number  per  square  mile,  and  this  effect  is  such 
an  important  factor  in  their  performance 
that  no  accurate  comparison  of  the  relative 
merits  of  various  types  of  arresters  can  be 
made  without  giving  this  point  proper 
consideration. 

.').  Where  the  number  of  transformers,  each 
of  which  is  protected  by  an  arrester  on  the 
same  pole,  is  large  per  square  mile  so  that  the 
transformers  and  arresters  are  on  the  average 
only  a  few  hundred  feet  apart,  the  total  com- 
bined effect  of  all  of  the  adjacent  arresters  is 
greater  than  that  of  the  arrester  on  the  same 
pole  with  the  transformer. 

0.  In  districts  where  transformers  are 
widely  scattered,  that  is,  where  the  local 
density  is  materially  below  100  per  square 
mile  and  where  continuous  service  is  imjior- 
tant,  it  will  probably  be  found  desirable 
to  install  arresters  on  line  poles  in  addition  to 
an  arrester  on  the  same  pole  with  each  trans- 
former; where  the  local  density  is  of  the  order 
of  "lO  per  square  mile,  or  lower,  the  installation 
of  such  additional  arresters  will  probably  be 
found  to  be  warranted  solely  by  the  reduction 
in  operating  expenses. 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


997 


7.  The  increase  in  the  density  of  lightning 
arresters  also  results  in  a  marked  decrease 
in  the  percentage  of  burn-outs  due  to  light- 
ning of  underground  cables  connected  to 
overhead  distribution  circuits,  and  while  the 
exact  figures  for  the  early  years  are  not  avail- 
able, the  percentage  has  been  reduced  from 
several  per  cent  per  annum  with  a  very  low 
density  to  a  figure  running  well  below  one- 
tenth  of  one  per  cent  per  annum  with  the 
density  averaging  about  200  per  square  mile. 

8.  In  the  case  of  high-voltage  cables,  that 
is  cables  operating  at  voltages  ranging  up  to 
25,000,  and  where  the  present  practice  in  this 
country  calls  for  a  maximum  of  one  arrester 
at  the  point  where  the  underground  cable 
connects  with  the  overhead  line,  the  installa- 
tion of  additional  arresters  in  the  vicinity 
of  the  cable  pole  would  in  all  probability  cause 
a  marked  reduction  in  the  percentage  of 
burn-outs  of  such   cables  due  to  lightning. 

9.  The  effect  of  density  of  arresters,  of  the 
shielding  effect  of  high  buildings,  trees,  etc., 
and  perhaps  also  other  features,  have  such 
an  important  eft'ect  on  the  amount  of  trouble 
from  lightning  that  no  accurate  comparisons 
of  the  results  secured  in  different  cities  can  be 
made  without  giving  due  consideration  to  all 
such  features  of  the  conditions  under  which 
the  lightning  arresters  are  installed. 

10.  For  use  in  the  protection  of  trans- 
formers in  districts  where  each  transformer 
is  protected  by  an  arrester  on  the  same  pole 
and  where  the  density  of  arresters  ranges 
above  200  per  square  mile,  the  most  economi- 
cal arrester  of  the  several  types  covered  by 
this  investigation  is  probably  the  cheapest 
arrester.  It  is  entirely  possible  and  even 
probable  that  the  local  conditions  will  have 
an  important  bearing  in  determining  the  best 
type  of  arrester  to  be  used  in  any  given 
locality,  and  that  where  the  amount  of  shield- 
ing from  buildings,  trees,  wires  of  other 
companies,  etc.,  is  very  slight  and  where  the 
securing  of  adequate  ground  connections  for 
the  arresters  is  expensive  it  would  be  pre- 
ferable, even  in  areas  of  low  density,  to  use 
arresters  whose  discharge  capacity  is  con- 
siderably greater  and  whose  discharge  poten- 
tial is  considerably  lower  than  the  arresters 
covered  by  these  investigations  and  to 
confine  the  installation  of  the  arresters  to 
the  transformer  poles. 

11.  It  is  possible,  by  carefully  distributing 
the  various  types  of  lightning  arresters  over 
a  large  area  and  by  securing  the  results  of  the 
performance  of  arresters  over  a  period  of 
years,  to  place  the  several  types  of  lightning 


arresters  used  for  the  protection  of  trans- 
formers under  conditions  that  are  practically 
identical  as  regards  the  features  which  would 
affect  the  relative  performance  of  the  various 
types  of  lightning  arresters,  and  to  secure 
data  which  will  pennit  a  comparison  of  the 
relative  merits  of  the  several  types  of  light- 
ning arresters  as  protective  devices. 

12.  It  is  entirely  possible  to  make  light- 
ning arresters  of  the  self-contained  type,  that 
is,  of  a  type  not  requiring  an  external  protect- 
ing box  and  so  constructed  as  not  to  require 
or  permit  inspection.  The  annual  mainte- 
nance cost  of  such  arresters  is  practically 
limited  to  the  replacing  of  damaged  arresters, 
and  the  total  annual  maintenance  cost  as 
indicated  by  an  experience  of  five  years  with 
several  thousand  such  arresters  is  well  below 
1  per  cent  of  their  original  cost  of  installa- 
tion. The  adoption  of  such  types  of  arresters 
will  result  in  a  material  reduction  in  the 
annual  maintenance  cost  as  compared  with 
the  older  types. 

13.  A  change  in  the  form  of  lightning 
arrester  gap  from  a  cylindrical  or  spherical 
shape  to  parallel  flat  surfaces  which  was 
adopted  by  the  manufacturers  when  changing 
from  the  wooden  box  type  to  the  self-con- 
tained type  of  arrester,  appears  to  result  in  a 
form  of  design  which  allows  repeated  heavy 
discharges  without  requiring  renewal  or 
adjustment  of  the  parts,  and  has  been  an 
important  factor  in  changing  the  design  from 
a  type  requiring  annual  inspection,  renewal 
and  adjustment  to  a  type  which  does  not 
permit  or  require  such  annual  attention. 

14.  The  four  types  of  arresters  which  have 
been  designated  by  the  letters  C,  D,  E  and  F 
and  which  consist  essentially  of  a  resistance 
in  series  with  a  number  of  gaps,  together 
with  such  additional  features  as  antennas, 
compression  chambers,  expulsion  chambers, 
and  solenoids  to  vary  the  length  of  the  gap 
following  dynamic  discharge,  all  appear  to  be 
practically  identical  in  their  value  as  devices 
to  protect  line  transformers. 

15.  The  type  of  arrester  designated  by  B, 
which  consists  of  a  large  ntimber  of  gaps  in 
series  without  any  resistance,  in  addition 
to  two  other  paths  through  a  high  and  a  low 
resistance  shunting  a  large  and  a  small 
number  of  gaps,  appears  to  be  considerably 
better  protective  device  than  arresters  desig- 
nated by  C,  D,  E  and  F,  and  as  far  as  can 
be  determined  from  present  information, 
this  difference  in  its  value  as  protective 
device  appears  to  be  due  to  features  of  its 
design. 


998     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


16.  With  the  aid  of  the  data  contained  in 
this  paper  it  should  be  possible  to  make 
estimates  of  the  cost  and  results  of  lightning 
protection  in  Chicago  with  the  same  degree  of 
accuracy  as  the  estimates  of  cost  of  construction 
or  maintenance  of  overhead  lines,  when  the 
figures  are  averaged  over  a  period  of  years. 

17.  The  shielding  effect  of  high  buildings, 
trees  and  other  similar  features  which  might 
be  considered  as  determining  the  exposure 
of  the  lines  to  lightning  have  an  important 
bearing  on  the  amount  of  damage  that  will  be 
caused  by  lightning.  In  local  areas  in  a  distri- 
bution system  which  have  for  years  shown  a 
high  percentage  of  troubles  caused  by  light- 
ning and  where  the  troubles  have  been 
allowed  to  persist  because  of  the  thought  that 
some  mysterious  influence  local  to  the 
neighborhood  attracted  the  lightning,  it  will 


probably  be  found  that  a  large  percentage  of 
troubles  is  due  to  the  lack  of  shielding  from 
the  surroundings  or  a  low  density  of  arresters, 
and  that  the  trouble  can  be  materially  reduced 
by  increasing  the  density  of  the  arresters  in  the 
locality. 

18.  Great  caution  should  beused  in  attempt- 
ing to  compare  the  results  secured  by  light- 
ning arrester  protection  in  Chicago  with 
results  secured  in  other  localities  without 
giving  due  consideration  to  all  of  the  factors 
which  might  afTect  lightning  arrester  per- 
formance. 

In  conclusion  the  author  desires  to  express 
his  appreciation  to  the  General  Electric  Com- 
pany and  the  Electric  Ser\-ice  Supplies  Com- 
pany for  their  many  helpful  suggestions  and 
hearty  co-operation  during  the  progress  of  the 
investigations. 


DISCUSSION  BY  CHARLES  P.   STEINMETZ 
Chief  Consulting  Engineer,   General   Electric   Company 


For  some  3^ears  we  have  realized  that  the 
conditions  of  lightning  protection  in  primary 
distribution  networks  are  in  some  respects 
materially  different  from  those  in  high 
voltage  transmission  lines.  Many  of  the 
phenomena,  which  are  of  serious  danger  in 
the  high  potential  transmission  line,  such  as 
steep  wave  front  impulses,  high  frequency, 
traveling  or  standing  waves,  recurrent  and 
cixmulative  oscillations,  etc.,  can  not  develop 
to  a  dangerous  magnitude  in  the  primary  dis- 
tribution circuits.  Dissipation  due  to  leak- 
age and  the  low  voltage  character  of  the 
insulation,  and  interference  within  the  net- 
work of  circuits  and  apparatus  dampen 
oscillations.  Because  of  the  relatively  low 
circuit  voltage  the  electrostatic  energy  is 
small,  and  the  most  serious  source  or  aggravat- 
ing cause  of  lightning  trouble  in  high  potential 
circuits,  the  arcing  ground  or  oscillatory 
spark,  cannot  develop.  On  the  other  hand, 
due  to  the  low  circuit  voltage,  the  insulation 
strength  is  low  compared  with  the  disruptive 
strength  of  lightning  voltages,  and  the  trans- 
formers distributed  all  over  the  circuits  make 
the  system  vulnerable  throughout  its  entire 
extent. 

The  material  given  in  Mr.  Roper's  paper 
is,  therefore,  the  most  valuable  contribution 
ever  made  to  the  study  of  lightning  dis- 
turbances in  primary  distribution  networks, 
as  it  contains  the  exact  performance  records 


of  nearly  90,000  lightning  arrester  years 
comprising  529  apparatus  failures;  that  is,  an 
amount  of  data  greater  than  has  ever  before 
been  collected  on  lightning  disturbances  in 
primary  distribution  systems. 

I  wish  to  say  that  all  the  phenomena 
obser\'ed  by  Mr.  Roper  arc  in  complete  agree- 
ment with,  and  all  the  conclusions  which  he 
drew  from  his  experimental  observ'ations 
follow  as  theoretical  conclusions  the  state- 
ment: 

In  primary  distribution  circuits,  lightning  is 
the  discharge  of  a  very  high  voltage  (of  the  magni- 
tude of  hundred  thousand  volts)  and  corrcs pond- 
ingly  high  electrostatic  charge,  instantaneously 
produced  over  a  large  part  of  the  distribution 
system. 

These  voltages  are  far  higher  than  the 
insulation  of  the  transformers  can  stand  for 
any  appreciable  time.  It  is  thus  a  race 
between  the  time  lag  of  the  transformer 
insulation  and  the  rate  at  which  the  lightning 
arresters  can  discharge  the  excessive  voltage. 

Thence  immediately  follows  the  all-domi- 
nant charactcrof  thelightningarrestcrdensity, 
that  is,  the  number  of  liglUning  arresters 
per  square  mile  or  per  lineal  mile  of  circuit. 
The  rate  at  which  the  excess  voltage  decreases 
is  directly  proportional  to  the  number  of 
discharge  paths,  that  is,  the  number  of 
arresters,  and  the  time  during  which  the 
transformer  is  exposed  to  excess  voltage  is 


STUDIES  IX  LIGHTNING  PROTECTION  ON  40()()-VOLT  CIRCUITS 


999 


therefore  inversely  proportional  to  the  nvim- 
ber  of  arresters. 

Also  follows  the  explanation  of  why  trans- 
former terminal  boards  and  transformer 
bushings,  though  standing  a  higher  sustained 
voltage  than  the  transformer  windings,  are 
more  vulnerable,  since  their  insulation  is  air, 
which  does  not  have  the  high  time  lag  of  the 
oil  and  solid  insulation  of  transformer  wind- 
ings. 

With  100,000  volts  instantaneously  im- 
pressed upon  a  2;5()0-volt  lightning  arrester, 
differences  in  the  number,  length  or  shape 
of  the  spark  gaps,  in  the  discharge  voltage 
or  equivalent  sphere  gap,  within  the  range 
which  may  be  expected  between  different 
types  of  such  arresters,  can  have  little  effect, 
^s  the  excessive  overvoltage  causes  the 
discharge  to  begin  instantly.  An  appreciable 
difference  in  the  protective  value,  however, 
may  be  expected  from  the  discharge  rate  of 
the  arrester.  It  is  interesting  to  note  that  the 
arrester  (Type  B)  which  shows  a  superiority 
sufficiently  great  not  to  be  overshadowed 
by  the  effect  of  the  arrester  density — a  40 
per  cent  decrease  in  transformer  losses — 
is  the  only  one  in  which  the  discharge 
capacity  is  not  limited  by  a  series  resist- 
ance. 

An  arrester  not  at  the  transformer,  but  at  a 
small  distance  from  it,  would  have  the  same 
effect  in  discharging  the  excessive  voltage 
of  the  circuit  as  an  arrester  at  the  trans- 
former, and  could  thus  differ  in  protective 
value  onl}'  by  the  time  lag  required  by  the 
charge  to  travel  the  distance  from  the  trans- 
former to  the  arrester — ^  about  one  ten- 
millionth  of  a  second  per  100  feet.  Aside 
from  this,  all  the  arresters  within  the  area 
covered  by  the  instantaneously  produced 
excessive  voltage  would  equally  share  in 
protective  value. 

The  question  which  then  arises  is  that  of 
the  origin  of  such  a  very  high  voltage  instan- 
taneously produced  over  a  considerable  part 
of  the  distribution  system. 

I  have  given  the  phenomena  of  the  thunder 
storm  and  the  origin  of  the  lightning  flash 
considerable  study  for  a  number  of  years  and 
find  that  such  voltages  must  be  produced  on 
lines  as  a  result  of  the  equalization  of  cloud 
potential  by  the  lightning  flash. 

Let  L,  Fig.  1,  represent  a  wire  of  the 
primary  distribution  circuit,  6  meters  above 
the  ground  G.  Let  C  be  a  thunder  cloud  at  an 
elevation  of  1000  meters  above  ground  G, 
having  a  potential  difference  of  20  megavolts 
against  ground.     There  is  thus  an  electro- 


static field  between  cloud  and  ground,  of  a 
gradient  of  20  kilovolts  per  meter.  If  the  line 
L  were  perfectly  insulated  by  its  position 
in  the  electrostatic  field  6  meters  above 
ground,  it  would  have  a  potential  difference 
of  120  kilovolts  against  ground.     It  is,  how- 


I 


^ 


Fig.  1 

ever,  not  insulated  for  such  voltages,  and 
while  the  cloud  gradually  builds  up  to  20 
megavolts,  a  bound  charge  accumulates  on 
the  line  L,  by  leakage  through  the  insulation, 
corona,  static  sparks  over  the  arresters,  etc., 
and  therefore  keeps  the  line  substantially 
at  ground  potential.  The  cloud  discharges 
by  a  lightning  flash,  its  voltage  disappears, 
and  the  electrostatic  field  between  cloud  and 
ground  collapses.  The  bound  charge  on  the 
line  L  then  becomes  a  free  charge.  Since  as 
bound  charge  it  kept  L  at  ground  potential, 
though  by  its  position  in  the  electrostatic 
field  it  would  have  had  a  potential  difference 
of  120  kilovolts,  as  free  charge  it  now  raises 
the  line  L  to  120  kilovolts  above  ground. 
Hence  instantaneously,  that  is,  with  the 
rapidity  w4th  which  the  lightning  flash  dis- 
charges the  cloud,  a  voltage  of  120,000  volts 
is  produced  over  that  part  of  the  distribution 
system  which  was  in  the  electrostatic  field  of 
the  thunder  cloud. 


1000     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  Xo.  12 


This  is  the  origin  of  the  \-ery  high  voltage 
instantaneously  produced  over  a  large  part 
of  the  distribution  system.* 

This  also  explains  why  the  impedance 
of  thegroundwire — which  should  be  extremely 
high  at  the  extreme  rapidity  of  the  dis- 
charge— seems  to  have  so  little  effect,  while 
even  a  small  series  resistance  in  the  lightning 
arrester  (small  compared  with  the  surge 
impedance  of  the  line) — has  a  marked  effect. 
The  ground  wire  also  is  in  the  electrostatic 
field  between   cloud   and   ground,   and   thus 


charge  of  the  ground  surface)  at  the  bottom 
to  equality  with  the  charge  of  the  line  at  the 
top.  This  charge  and  the  voltage  produced 
by  it  are  shown  by  the  shaded  area  in  Fig.  2. 
This,  however,  is  the  distribution  of  voltage 
and  thus  electrostatic  charge  (or  dielectric 
field)  existing  on  the  ground  wire  during  the 
discharge  of  the  lightning  arrester;  that  is, 
there  is  no  transient  retarding  the  starting 
of  the  discharge  current  in  the  ground  wire, 
since  the  energv'  which  the  transient  stores  is 
already  present  in  the  free  charge  left  on  the 


Fig.  2 

accumulates  a  bound  charge  which  becomes 
free  charge  by  the  lightning  flash.  This, 
however,  is  a  tapering  charge,  increasing 
from  zero  (or  rather  equality  with  the  bound 

*In  reality,  the  phenomena  in  the  cloud  are  not  as  simple.  As 
the  result  of  rain  formation,  potential  differences  against 
ground  build  up  in  the  cloud,  vaonng  in  magnitude  probably 
between  10  to  100  megavolts  in  the  various  parts  of  the  cloud, 
depending  on  the  moisture  content  and  thus  the  rate  of  rain 
formation.  These  potential  differences  between  different  areas 
of  the  cloud  are  equalized  by  the  lightning  flash,  so  that  in  some 
parts  of  the  cloud  the  potential  difference  against  ground  is 
instantaneously  lowered,  in  others  probably  raised.  Thus  if  in 
some  part  of  the  cloud  the  potential  difference  against  ground  is 
lowered  by  the  equalizing  lightning  flash  from  60  megavolts  to 
40  megavolts.  the  bound  charge  on  the  line  under  this  part  of  the 
cloud  decreases  from  that  corresponding  to  60  megavolts  to  that 
corresponding  to  40  megavolts,  and  a  free  charge  corresponding 
to  20  megavolts  thus  appears.  In  other  parts  of  the  cloud,  by 
the  same  lightning  Hash,  the  potential  difference  against  ground 
may  be  raised  from  20  to  40  megavolts.  setting  free  on  the  line 
under  this  part  of  the  cloud  a  charge  of  opposite  polarity. 


Fig.  3 

wire.  The  discharge  current  thus  starts 
simultaneously  throughout  the  length  of  the 
ground  wire,  at  a  rate  depending  on  the 
initial  potential  gradient,  viz.,  20  kilovolts 
per  meter.  Its  rate  of  rise  is  given  by: 
,di 

or,  with  L=  1.34 X  10-»;  r  =  200  volts  per  cm. 
this  gives: 

-J-  =  150  X 10*  amperes  per  second. 

With  a  surge  impedance  of  the  distribution 
lines  of  400  to  500  ohms,  and  the  lightning 
arrester  connected  into  the  line  so  that  the 
discharge    current    can    reach    it    from    two 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS  1001 


wires,  giving  a  surge  impedance  of  200  to  250 
ohms,  a  voltage  of  120  kilovolts  would  give  a 
discharge  current  of  4S0  to  GOO  amperes.  It 
would  thus  require  about  one  three-hundred- 
millionth  of  a  second  for  the  current  in  the 
ground  wire  to  build  up.  That  is,  the  time 
lag  of  the  ground  wire  would  be  of  the  magni- 
tude of  one  three-hundred-millionth  of  a 
second. 

Suppose,  however,  a  series  resistance  is 
used  in  the  lightning  arrester.  The  dis- 
tribution of  the  bound  charge  (set  free  by  the 
lightning  flash)  along  the  ground  wire  would 
still  be  the  same  as  shown  in  Fig.  2,  or  by  the 
shaded  area  in  Fig.  3.  The  distribution  of 
voltage  during  the  discharge  of  the  lightnmg 
arrester,  however,  would  be  as  shown  by  the 
heavy  drawn  line  in  Fig.  3,  having  a  break 
equal  to  the  voltage  drop  across  the  series 
resistance  at  the  point  P,  where  the  arrester 
is  located.  That  is,  a  rearrangement  of  the 
charge  and  voltage  distribution  in  the  ground 
wire  becomes  necessary,  resulting  in  a  tran- 
sient retarding  the  discharge,  that  is,  a  time 
lag  which  limits  the  protective  value  in  this 
case,  though  the  resistance  may  be  far  below 
the  surge  impedance  of  the  lines. 

From  this  explanation  of  the  phenomena 


we  can  realize  the  limitations  within  which 
the  conclusions  of  Mr.  Roper's  paper  apply. 
They  probablv  apply  to  all  extended  primary 
distribution  systems,  that  is,  networks  of 
relatively  low  voltage,  with  about  the  same 
magnitude,  and  the  numerical  values  are 
modified  only  by  the  climatic  conditions,  that 
is,  by  the  frequency  and  severity  of  thunder 
storms,  and  in  this  respect  Mr.  Roper's  state- 
ment is  rather  too  modest.  They  would  not, 
however,  apply  to  circuits  of  materially  high 
voltage,  in  which  the  insulation  strength  of 
the  circuits  and  the  discharge  voltage  of  the 
arresters  are  not  negligible  compared  with 
the  instantaneous  voltage  of  the  free  charge 
produced  by  the  lightning  flash.  Also_  they 
would  not  apply  to  high  voltage  transmission 
lines,  in  which  the  apparatus  is  localized  at 
the  terminals,  where  the  area  affected  by  the 
free  charge  is  only  a  part  of  the  line,  and  where 
dissipation  through  leakage,  interference,  etc., 
is  small  and  secondary  effects  such  as  sparks 
produced  by  the  charge  predominate;  and 
where  oscillatory  waves  piling  up  the  voltage 
by  reflection,  etc.,  and  secondary  effects  pro- 
duced by  the  discharge,  such  as  oscillatory 
arcs,  make  available  for  destructive  action  the 
engine  power  back  of  the  generators. 


DISCUSSION   BY   J.  L.  R.  HAYDEN 
General   Engineering  Laboratory,   General  Electric   Company 


The  large  amount  of  data  given  in  Mr. 
Roper's  paper  enables  us  to  investigate  some 
further  features.  Some  information  on  the 
protective  screening  effects  of  buildings,  trees, 
etc.,  may  be  expected  from  the  following 
reasoning:  Column  7  of  Mr.  Roper's  paper 
gives  the  area  covered  by  the  lines  in  each  of 
the  192  sections.  As  most  of  the  sections  are 
one  square  mile,  these  values  represent  the 
area  covered  by  the  lines  (except  in  a  few 
smaller  sections,  where  correction  is  easily 
made).  In  general,  where  all  or  a  large  part 
of  the  section  is  covered  by  the  lines,  it  may 
be  expected  that  the  section  is  well  built  up, 
and  the  screening  effect  of  buildings,  etc. 
therefore  a  maximum.  Inversely,  sections  of 
which  only  a  small  part  is  covered  by  the 
lines  probably  are  sparsely  built  up,  and  the 
screening  effect  therefore  a  minimum.  By 
dividing  the  data  into  two  parts,  for  small  and 
for  large  area  of  section  covered  by  the  lines, 
and  working  up  the  two  separately,  a  dif- 
ference in  the  results  should  indicate  the 
difference  between  low  and  high  screening. 

^  1  Steinmetz,  Engineering  Mathematics.  Chapter  VI,  C. 


The  material  was  divided  into  eight  groups 
by  the  arrester  density,  so  that  each  group 
contained  about  the  same  number  of  failures. 
Then  each  group  was  divided  into  two  sub 
groups  of  about  the  same  number  of  failures, 
one  comprising  the  sections  of  small  area 
covered  by  the  lines,  that  is,  probably  low 
screening,  the  other  the  sections  of  large  area 
covered  by  the  lines,  that  is,  probably  high 
screening.  The  total  material,  and  the  two 
subgroups  separately,  were  then  worked  up 
into  empirical  curves  of  the  form  proposed 
by  Mr.  Roper,  by  the  2 A  method'  and  gave 
the  three  curves  shown  in  Fig.  1,  of  the  respec- 
tive equations: 


T.-  Total  data  y  = 


1.62 


S  •  Small  part  of  sections  covered  by  the 

1.64 
lines;  probably  low  screening  y=  ^ 

G-  Great  part  of  sections  covered  by  the 

1.59 
lines,  probably  high  screening  y  =  -~, 


1002     December,  1920  GENERAL  ELECTRIC  REVIEW 


where 

J  =  percentage  of  failures  per  j'ear; 
-v  =  arrester  densitv,   hundreds  per  square 
mile. 

It  is  interesting  to  note  the  difference  of  the 
exponents,  which  means  that  curve  G  is  much 


Vol.  XXIII,  Xo.  12 


20    40     60    so    roo  ,20    .40   >60  ISO   eoo  KO  2^0  260  280  300  32." 
Arrester  Density  PerSqMile 

Fig.  1 


Steeper  than  5.  At  low  arrester  densities 
the  three  cur\-es  come  together,  but  in- 
creasmgly  separate  with  increasing  arrester 
density,  so  that  with  120  arresters  per  square 
mile  there  is  a  difference  of  12  per  cenf  3S  oer 
cent  at  200  arresters;  and  59  per  cent  dif- 
ference in  the  percentage  of  failures  at  300 
density. 

We  may  account  for  the  increase  of  screen- 
ing with  increasing  arrester  densitv  thus- 
At  low  arrester  density  each  arrester  has  to 
drain  a  considerable  length  of  line,  and  the 
treedom  from  charge  of  its  immediate  neigh- 
borhood, due  to  the  screening,  has  little 
effect  on  the  total  charge  which  the  arrester 
has  to  carry  off.  With  high  densitv  of 
arresters,  however,  each  arrester  drains  onlv 
a  small  area,  and  the  reduction  of  the  volume 
ot  the  discharge  by  the  screened  area  is  much 
more  appreciable. 

The  exponent  1.0  differs  slightlv  from  the 
,,t  ^•1:^.^°""^  by  Mr.  Roper,  prbbablv  due 
to  the  different  grouping  of  the  data'  here 
used.  This  suggests  a  change  of  the  curx-e 
shape  between  high  and  low  arrester  densitv 
Theretorc  the  data  were  worked  up  separateiv 

Au""  u^?^""  °^  '°'''  density,  medium  densitv 
and  high  density.    This  gives  the  three  curves 

S^Tt"    f'fu^'  *°^^*'^^'"  ^^"'th  the  average 
cur\^e  T,  of  the  respective  equations: 


L:  Low    arrester    density    y  = 


L71 
1.4S 


M:  -Medium arrester densitvr  =  — 
H:  High   arrester  densitv   v  =  i^ 

-       -'         J-I.07 

As  seen,  the  low  density  cun-e  is  verv  much 
steeper,  about  twice  as  steep,  as  the  hi-h 
density  cur^.e.  In  other  words,  increas  nj 
the    number    of    arresters    has    much    morS 

At  low  density  a  1  per  cent  increase  of  arrester 
decreases  the  failures  by  2  per  cent.  wSle  S 
high  density  it  reduces  the  percentage  of 
failures  by  1  per  cent  onlv. 

When   using   all    the   data.    Mr.    Roper's 
equation  of  failures  gives:  •  ^ 

.4 

the  constants 

a  =  1.6  and  A  =  1.02 
When  using  the  exponent   L6,  but  usine 
only  a  portion  of  the  data  for  the  calculation 
-■1,  the  value  of  .4  so  derived  compared  with 


"''"'""    »0  .»   .40  ,M   «I0  200  £20  2«  !M  :„lir5o 

Mrnesttr  Otnsitv  ffa-  5(j  Mile 
Fij.  2 

the  average  .4  =  l.(;2  shows  how  the  failures  of 
this  group  compare  with  the  average. 

In  Table  I  arc  given  the  values  of  .4  for 
the  9  conditions,  viz.,  low  densitv  high 
density  and  total,  low  screening,  high  screen- 
ing and  total.     While  the  numerical  value-^ 


STUDIES  IN  LIGHTNING  PROTECTION  ON  4000-VOLT  CIRCUITS 


1003 


y    ^1.6 


A  = 

Low  Density 

Total 

1.86 
1.62 
1.41 

High  Density 

Small  Area 

Total 
Great  area 

1.69 
1.61 
1.54 

.15 
9.. 3 

2.05 
1.63 
1.29 

Max.  dif. 
Per  cent: 

.45 
27.8 

.76 
46.7 

themselves  have  little  meaning,  their  general 
trend  seems  to  be  decidedly  significant  in 
indicating  the  relative  increase  of  failures 
with  decreasing  arrester  density  and  increas- 
ing screening,  and  the  increased  effect  of 
screening  at  higher  arrester  density  as  shown 
by  the  percentage  difference  given  in  the  table. 
At  high  arrester  density,  the  exponent  a  in 
Mr.  Roper's  equation  approaches  1.  That  is, 
the  percentage  of  failures  decreases  inversely 
proportional  to  the  number  of  arresters;  or 
in  other  words,  the  total  number  of  failures 
approaches  constancy.  This  suggests  plotting 
not  the  percentage  of  failures  but  the  total 
number  of  failures  as  function  of  the  number 
of  transformers  or  arresters  per  square  mile. 
This  is  done  in  Fig.  3.  Approach  to  con- 
stancy   suggests    the    exponential    function. 


This  is  the  more  clearly  indicated,  as  the 
phenomenon  is  one  of  probability,  and  the 
probability  function  is  exponential. 

If  then  t  =  number  of  transformers  lost  per 
square  mile  per  year,  by  the  ^  A  method  the 
equation  is  derived : 

i  =  6.8  XIO-'S-*  ^-1-0.92 

iz 

to 

a 
?,6 

I'" 

£  1,2 
o- 

u   1-0 

i: 

so.a 

OA 

02 

to    40     fcO     80     100    120   MO    leO    ISO    200  220   210  2fcO   280  300  320 
Arrester  Density  Per 5q  Mile 

Fig.  3 

that  is,  for  extremely  high  lightning  arrester 
densities  the  average  failures  approach  a 
minimum  of  0.92  transformers  per  square  mile 
per  year.  For  very  low  arrester  densities 
they  approach  7.7  transformers. 

This  equation  is  given  by  the  curve  in 
Fig.  3,  and  the  8  groups  of  data  marked  by  the 
circles. 


r 

\ 

V 

2.5 

S. 

iL           ^^0 

\ 

^^ 

ji 

^. 

-^ 

^^ 

__- 

E 

—  - 

— 

— 

IL 

f- 

DISCUSSION   BY   V.   E.   GOODWIN 
Lightning  Arrester  Engineering  Department,  General  Electric  Company 


The  art  of  protecting  electrical  apparatus 
against  voltage  disturbances  has  made 
material  progress  during  the  past  ten  years. 
This  progress  has  been  due,  not  only  to  the 
development  of  new  protection  methods,  but 
also  to  a  wider  knowledge  of  the  nature  and 
character  of  the  effects  of  lightning  on  electric 
circuits.  We  have  had  a  good  conception  of 
these  effects  on  high  voltage  circuits,  but  until 
recently  have  had  little  accurate  data  on 
low  voltage  distribution  circuits.  Low  voltage 
arresters  have  therefore  been  designed  to 
handle  a  wide  range  of  impulse  and  high 
frequency  conditions.  These  arresters  must 
have  low  cost  and  reliability;  hence  it  is 
difficult  to  incorporate  all  the  best  protection 
features  for  this  entire  range  of  conditions 
and  still  have  an  arrester  which  is  cheap 
enough  for  the  sen.nce. 

In  this  paper,  Mr.  Roper  has  given  us  the 
most  complete  operating  record  which  has 
ever  been  collected.  This  paper  is  of  greatest 
value   since   it    shows   the   failure   of    trans- 


formers and  fuses  blown  during  lightning 
storms  covering  a  period  of  five  years  and 
includes  an  average  of  some  fifteen  thousand 
installations.  This  paper  clearly  shows  the 
futility  of  trying  to  draw  conclusions  on  the 
relative  merits  of  protective  schemes  without 
the  most  careful  study  of  operating  data 
including  several  thousand  installations  and 
comparing  each  year's  operation  with  each 
successive  year.  A  study  of  this  report  shows 
that  with  high  density  of  arresters,  trans- 
former failures  are  reduced  to  a  fraction  of  a 
per  cent  per  year.  These  and  other  data  show 
the  prevalence  of  a  certain  class  of  dis- 
turbance having  high  rates  of  change  of 
potential  and  large  destructive  charges.  Such 
disturbances  as  these  require  the  use  of 
either  a  few  arresters  having  high  discharge 
rates  or  the  use  of  a  larger  number  of  low 
discharge  rate  arresters  in  parallel.  This 
point  is  further  brought  out  by  the  fact  that 
the  Type  B  arrester  is  shown  by  Mr.  Roper's 
paper  to  be  superior  to  all  the  other  types. 


1004     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


As  these  tests  progressed  we  have  been 
able  to  better  understand  the  nature  of 
disturbances  on  these  circuits  and  to  work 
on  the  development  of  a  protector  which  will 
have  even  greater  discharge  rates  and  at  the 
same  time  incorporate  the  best  features  of  the 
all-porcelain  enclosed  type. 

By  studying  the  transformer  losses  by 
storms  and  by  years,  it  is  noted  that  the 
losses  seem  to  be  confined  to  certain  storms 
and  that  these  losses  for  a  given  storm  are 
grouped  into  a  few  square  miles.  .The 
thought  naturally  comes  to  mind  as  to 
the  possibility  of  many  of  these  failures 
having  been  caused  simultaneously  by  one 
unusually  heavy  lightning  discharge.  Such 
a  discharge  would  release  a  very  large 
bound  charge  on  a  system  as  large  as 
the  Commonwealth  Edison  Company.     Such 


a  condition  would  suggest  the  application 
of  a  few  additional  arresters  having  a  high 
discharge  rate,  as,  for  example,  the  alumi- 
num or  oxide  film  types,  these  arresters 
to  be  distributed  about  the  city  in  the 
most  important  points.  The  same  result 
could  be  obtained  by  the  use  of  a  greater 
number  of  arresters  having  a  discharge 
rate  intermediate  between  the  aluminum 
and  the  multigap  types. 

The  data  presented  in  this  paper,  while 
collected  on  a  four-wire  grounded  neutral 
system,  probably  represent  conditions  com- 
mon to  most  low-voltage  distribution  circuits. 
However,  non-grounded  circuits  may  present 
slightly  different  results  and  it  would  be 
most  interesting  if  some  of  the  large  com- 
panies operating  non-grounded  systems  would 
tabulate  their  results. 


New  Direct-current  Reversing  Motor  for 
Steel  Mill  Drive 


The  motor  illustrated  below  has  just  been 
completed  by  the  General  Electric  Company 
for  the  Tata  Iron  &  Steel  Company,  Sakchi, 
India.  It  is  a  double  unit  machine  rated 
6300  h.p.,  80  r.p.m.  with  a  speed  range  from 
60  to  100  r.p.m.  Speeds  from  60  to  80  r.p.m. 
are  secured  by  means  of  generator  field  con- 
trol and  from  80  to  120  r.p.m.  by  motor  field 
control.      Power   is   supplied    by   a   flywheel 


motor-generator  set,  consisting  of  a  6500  h.p., 
375  r.p.m.  induction  motor  and  two  2500-kw. 
generators.  The  flywheel  weighs  50  tons  and 
the  motor  is  normally  operated  non-reversing, 
but  may  be  quickly  stopped  and  reversed 
when  necessary-.  The  armature  of  the  motor 
weighs  132  tons  and  was  the  heaviest  crane 
lift  on  record  in  the  shop  in  which  it2;was 
built. 


6300h.p.,  80  r.p.m..  Direct-current  Reversing  Motor  for  Steel  Mill  Drive;  22.aOO-h.p.  Momentary 


1005 


I 


The  Bowl-enameled  Mazda  C  Lamp 

A  NEW  DEVELOPMENT  IN  ILLUMINATION 

By  Ward  Harrison 

Illuminating  Engineer,  National  Lamp  Works  of  General  Electric  Company 

The  new  lamp  described  in  this  article  was  developed  to  provide  a  high-powered  light  source  for  indus- 
trial plants  which  would  be  free  from  the  objectionable  glare  that  is  common  with  existing  types  of  lamps. 
The  enamehng  on  the  lower  half  of  the  bowl  effects  almost  complete  diffusion  of  the  transmitted  light,  and 
when  the  lamp  is  used  with  special  steel  reflectors  the  resulting  illumination  is  noticeably  free  from  glare  and 
sharp  shadows.  The  enamel  forms  a  smooth  surface  which  does  not  collect  dirt;  it  withstands  the  action  of 
water,  acid  fumes,  and  ordinary  mechanical  abrasion  incident  to  shipping  and  handling. — Editor. 


Recent  tests  and  experience  have  shown 
the  desirability  of  much  higher  illuminations 
in  industrial  processes  than  were  considered 
necessary  a  few  years  ago.  Increases  in  pro- 
duction of  from  8  to  25  per  cent  have  been 
registered  in  specific  cases  where  improved 
lighting  systems  pro^dding  more  foot-candles 
on  the  work  have  been  installed.  However, 
in  nearly  every  case,  the  greater  illumination 
has  made  necessan,'  the  use  of  higher  powered 
lamps.  This  has  brought  about  a  serious  in- 
crease in  glare  in  those  instances  where  the 
larger  lamps  were  used  in  the  older  styles  of 
open  reflectors  designed  for  smaller  lamps  of 
a  less  brilliant  type.  In  fact,  in  extreme  cases 
the  change  has  so  increased  the  glare  as  to 
have  actually  resulted  in  an  installation  of 
reduced  effectiveness. 

In  the  early  days  of  tungsten-filament  lamps, 
practically  half  of  those  sold  were  frosted  to 
reduce  the  amount  of  glare.  During  recent 
years,  however,  this  proportion  has  graduallv 
dwindled  with  the  result  that  today  the  pro- 
portion of  frosted  lamps  used  is  very  low  in- 
deed, even  though  the  size  and  power  of  the 
lamps  used  have  increased  materially. 

Various  other  means  have  been  employed 
in  industrial  lighting  to  secure  better  diffusion 
than  that  provided  by  clear  lamps  in  open 
reflectors.  Diffusing  globe  units,  reflecto-cap 
diffusers,  opal-cap  units  and  even  semi-in- 
direct and  totally  indirect  lighting  systems 
have  been  adopted  in  industrial  locations 
suited  to  their  use.  However,  even  though 
these  installations  were  often  highly  success- 
ful where  intelligent  super^'ision  was  given  to 
the  use  of  the  equipment,  no  one  of  these 
types  has  appeared  to  be  sufficiently  desirable 
from  all  the  different  standpoints  of  diffusion, 
efficiency,  cost  of  maintenance,  and  adapta- 
bility to  have  become  recognized  as  a  standard 
type  for  general  industrial  lighting.  By  far  the 
greatest  percentage  of  indtistrial  lighting  was 
still  done  by  clear  lamps  and  open  reflectors. 

The  recent  RLAI  standardization  effected 
the  production  of  a  steel  reflector  more  suited 


to  the  Mazda  C  lamps  than  the  previous 
types  of  shallow  and  deep-bowl  reflectors. 
Used  in  conjunction  with  the  RLM  dome 
reflector,  the  newly  developed  bowl-enameled 
lamp  presents  a  lighting  unit  which  has  great 
possibilities  as  a   standard   unit  for  a  wide 


Fig.  1.     The  Bowl-enameled  Lamp 

variety  of  industrial  locations.  In  fact,  it  is 
estimated  that  this  combination  meets  the 
lighting  requirements  of  at  least  85  per  cent 
of  industrial  plants. 

In  appearance  the  bowl-enameled  lamp 
differs  from  a  bowl-frosted  lamp  in  that  the 
bowl  is  decidedly  white  and  might  be  de- 
scribed as  having  an  egg-shell  finish.     When 


1006     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


lighted,  the  lamp  can  be  viewed  end-on  at 
close  range  without  discomfort;  there  is  a 
decided  contrast  in  this  respect  between  a 
frosted  lamp  of  a  given  wattage  and  a  bowl- 
enameled  lamp  of  the  same  wattage. 

The   enamel   is   superficially   applied.      Its 
edge  is  vignetted  or  shaded  off  as  indicated 


Fig.  2.     This  Combination  Will  Meet  the  Requirements  of  at 
Least  85  Per  Cent  of  Industrial  Plants 


in  Fig.  1.  thus  avoiding  the  possibility  of  a 
sharp  line  of  cut-off  on  the  reflector.  As 
regards  durability,  it  will  resist  practically 
any  mechanical  abrasion  it  is  likely  to  en- 
counter; it  can  be  scratched  or  scraped  only 
by  deliberate  effort  with  a  sharp  knife  or 
similar  tool.  It  will  not  chip  off.  Repeated 
tests  have  shown  it  to  be  proof  against  deterio- 
ration by  acid  fumes.  Lamps  have  been  im- 
mersed for  a  considerable  period  of  time  in 
boiling  water  without  any  damage  resulting 
to  the  enamel.  From  all  test  data  available, 
it  is  safe  to  conclude  that  the  enamel  will  not 
discolor  whatever  during  the  life  of  the  lamp. 

The  lamp  can  be  readily  washed.  It  differs 
from  a  bowl-frosted  lamp  in  this  respect.  A 
frosted  lamp  when  placed  under  water  becomes 
almost  transparent,  with  the  result  that  it 
is  very  difficult  to  detect  the  ])resence  of  dirt 
or  grease,  which  will  show  up  only  after  the 
lamp  is  dr}-.  The  bowl-enameling,  on  the 
other  hand,  appears  decidedly  white  even 
under  water,  and  dirt  is  casih-  detected  and, 
also,  easily  removed.  Because  of  its  smoother 
surface,  the  new  lamp  docs  not  collect  dirt  as 
readily  as  a  frosted  lamp. 

The  bowl-enameled  lamp  was  designed 
principally  for  use  with  ojjcn  reflectors.  When 
used  in  this  manner,  the  lower  j)art  of  the 
lamp  acts  as  a  reflecting  and  difl'using  surface, 
serving  the  same  purpose  as  the  opal  cap.  Its 
advantages  over  the  opal  cap  are  greater  case 
and  decreased  breakage  in  cleaning,  and  the 
absence  of  any  sj^ace  iDctwccn  the  lamp  and 
the  cap  in  which  dust  may  collect. 

Bowl-frosting  of  MazdaC  lamps,  particularly 
n  the  larger  sizes  and  in  industrial  ligliting. 


has  not  sufficiently  reduced  the  brightness  of 
the  lamps  as  to  fully  meet  the  requirements  in 
many  locations.  Bowl-frosted  lamps  of  the 
100-watt  size  have  a  maximum  brightness  of 
something  like  75  candle-power  per  square 
inch.  The  bowl-enameled  lamp  has  a  bright- 
ness of  about  10  or  12  candle-power  per  square 
inch.  If  one  looks  at  a  lighted  bowl-frosted 
lamp,  he  will  observ^e  that  the  diffusion  is  by 
no  means  complete,  for  at  the  center  of  the 
frosted  area  there  will  be  seen  a  brighter  spot 
an  inch  or  so  in  diameter,  whereas  with  com- 
plete diffusion,  as  in  the  case  of  the  bowl- 
enameled  lamp,  the  entire  area  is  of  the  same 
order  of  brightness. 

The  distribution  cun-es  for  the  clear,  bowl- 
frosted  and  bowl-enameled  lamps  form  an 
interesting  comparison  of  their  light-directing 
properties.  In  Fig.  3  are  shown  typical  dis- 
tribution curves  for  these  lamps,  each  of  the 
same  size.  In  the  clear-bulb  lamp,  the  amount 
of  upward  and  downward  light  is.  of  course, 
practically  the  same,  so  that  when  it  is  used 
in  an  open  reflector  a  large  amount  of  the  il- 
lumination comes  directly  from  the  concen- 


PERCtNT  TOTAL  LUMENS  Of  CLOIR LAMP 


ZONE. 


0-60 


0-9O 


90-IS0 


0-iao 


A 

(gCtH  LAWP) 


B 


21 


JL. 


ji3_ 


lOO 


tf  go' 


n 


40 


_5§_ 


96 


c     ^ 


.2S- 


69 


_^ 


Fig.  3.     Comparative  Candle-power  Distribution  Curves 

foi  Mazda  C  Lamps.     I  A)  Clear,  (B)  Bowl-frosted, 

iC)  Bowl. enameled 

trated  lamp  filament.  Shadows  arc  therefore 
comparatively  sharp  and  reflected  glare  from 
]iolished  surfaces  is  likely  to  he  serious.  Bowl- 
frosting  partially  diffuses  the  downward  light 
from  the  filament,  but  redirects  upward  only 
a  very  small   proportion  of  the  light   flux. 


THE  BOWL-ENAMELED  ^L\ZDA  C  LAAIP 


100^ 


Bowl-enameling  on  the  other  hand  not  only 
diffuses  the  downward  light  coming  from  the 
bowl  of  the  lamp,  but  what  is  very  important, 
ser\-es  to  redirect  a  large  portion  of  the 
light  from  the  filament  against  the  upper 
reflector. 

For  a  given  light  flux,  the  brightness  is,  of 
course,  inversely  proportional  to  the  area  of 
the  source.  In  the  combination  employing 
the  bowl-enameled  lamp  with  the  RLM  dome 
reflector,  the  major  portion  of  the  effective 
light  comes  from  the  surface  of  the  large  dia- 
meter reflector  instead  of  directly  from  the 
lamp  filament.  The  larger  light  source  of  lower 
brightness  has  the  direct  result  also  of  soft- 
ening the  reflections  of  the  source  from  pol- 
ished or  oily  surfaces.  These  specular  reflec- 
tions, resulting  in  what  is  termed  reflected 
glare,  are  often  the  cause  of  more  serious  eye- 
strain than  direct  glare.  Even  where  the 
lamps  are  properly  shielded  by  reflectors  or 
shades  so  that  a  workman  does  not  encounter 
the   direct   glare   of  the   source,    the   lamp's 


—RLM  STAhDARD  DOMKOO  VATT 
BOlVL-CriAMELCD  MAZDA  CLAMP 
^00  VATT  BOH/L-mAMCLCD  MAZDA 
CLAMPVITMOUTRErLCCTOR 


ZONE 


O-60 
0-90 


LUH£MS    IXTomcmiiLmp 


IB49 
2055 


53 
66 


Fig.  4.      Candle-power  Distribution  Curve  of  the 

Bowl-enameled  Lamp  in  an   RLM 

Standard  Dome  Reflector 

position  may  often  be  such  that  he  will  be 
greatly  hampered  b>'  the  reflected  glare,  which 
comes  from  his  work  or  tools  and  is  in  his  line 
of  vision  throughout  the  day.  This  can  only 
be  insured  against  by  some  means  such  as  the 
bowl-enameled  lamp,  which  well  diffuses  the 


downward  light  rays  from  the  filament  of  the 
lamp. 

The  comparatively  large  light  source  of  low 
brilliancy  provided  by  this  unit  has  an  added 
important  advantage  in  softening  shadows 
and  in  avoiding  the  characteristic  denseness 


ZOOmJT.CLlAR  MAZDA  C  LAMP  IN 

INDIRLCT  LIGhTlhG  FIXTURL 

200WATT,B0WL  LMAMLLLD  MAZDA C 

LAMP  IN  SAME  TIXTURL 


PERCENT  TOTAL  LUMLN5  OF  CLLAR  LAMP 


zone: 


~P~-60 


[CLEAR  LAMP 


BOWL-CMAHElLtD 


0-90 


-f^ 


Fig.  5.      Comparative  Candle-power  Distribution 

Curves  of  a  Semi-indirect  Lighting  Fixture. 

(a)  Fitted  with  Clear  Mazda  C  Lamp, 

(b)  Fitted   with   Bowl-enameled 

Mazda  C  Lamp 

and  sharp  edges  which  come  from  concen- 
trated light  sources,  and  which  are  often  both 
annoying  and  dangerous  in  industrial  loca- 
tions. Dark  sharp  shadows  interfere  with 
fast  work  and  increase  spoilage.  In  some 
instances  the  shadows  cast  by  moving  parts 
may  be  so  sharp  and  dense  as  to  cause  con- 
fusion between  the  object  and  the  shadow, 
with  consequent  likelihood  of  injury  to  the 
workman.  The  softer  shadows  with  shaded 
edges,  characteristic  of  larger  effective  light 
sources  such  as  the  bowl-enameled  lamp  RLM 
dome  combination,  avoid  these  undesirable 
results  and  are  important  factors  in  populariz- 
ing the  use  of  this  unit. 

From  the  standpoint  of  absorption,  the 
total  output  of  an  R.LM  standard  dome  re- 
flector equipped  with  a  bowl-enameled  lamp 
will  be  of  the  order  of  10  to  12  per  cent  less 
than  for  the  same  reflector  equipped  with  a 
clear  lamp.  This  increased  absorption  is 
about  the  same  as  that  obtaining  with  the 
opal  cap  and  about  twice  that  obtaining  with 


1008     December,  1920 


GENERAL  ELECTRIC  REVIEW 


Vol.  XXIII,  No.  12 


a  bowl-frosted  lamp.  A  reasonable  amount 
of  light  can  well  be  sacrificed  for  a  major  gain 
in  avoidance  of  glare  effects  and  in  softness 
of  shadows.  It  is  important  to  note,  however, 
that  with  a  deep-bowl  steel  reflector,  a  bowl- 
frosted  lamp  results  in  a  loss  of  about  10 
per  cent  of  the  light,  while  a  bowl-enameled 
lamp  results  in  a  loss  of  from  25  to  30  per  cent 
of  the  light.  This  is  due  in  both  cases  to  the 
bottling-up  of  the  light  in  the  narrow  reflec- 
tor by  the  frosted  or  enameled  area  of  the 
bulb.  Distribution  cur\'es  show,  however, 
that  most  of  this  loss  occurs  above  the  angle 
of  25  degrees  with  the  vertical,  so  that  there 
will  be  exceptional  cases  where  the  bowl- 
enameled  lamp  can  be  used  to  good  advan- 
tage in  a  deep-bowl  steel  reflector,  but  only 
in  such  cases  is  this  combination  to  be  recom- 
mended. 

Bowl-enameled  lamps  are  now  available  in 
seven  sizes;  viz.,  the  100,  150,  200,  300,  500, 
750  and  1000-watt  lamps. 

While,  as  has  been  suggested  above,  one  of 
the  most  important  fields  of  application  of  the 
bowl-enameled  lamp  is  its  use  in  conjunction 
with  steel  reflectors  for  industrial  lighting, 
its  possibilities  are  by  no  means  limited  to 
this  field.    When  used  in  place  of  clear  bowl- 


frosted  lamps  in  direct  lighting  opal  glass 
reflectors,  it  provides  illumination  character- 
ized by  the  same  order  of  improvement  in 
diffusion  and  avoidance  of  glare  that  is  ob- 
tained when  used  with  steel  reflectors. 

Another  interesting  possibility  is  the  use  of 
bowl-enameled  lamps  in  semi-indirect  fixtures 
which  have  a  rather  large  downward  compo- 
nent, such  as  is  found  in  the  case  of  light-den- 
sity glass  equipment.  Since  the  bowl-enamel- 
ing in  itself  redirects  upward  a  considerable 
amount  of  the  light  flux  from  the  lamp,  the 
result  of  placing  a  lamp  of  this  kind  in  a  light 
density  semi-indirect  bowl  is  to  change  the 
distribution  by  throwing  more  light  on  the 
ceiling,  thus  lessening  the  direct  light  and  the 
apparent  brightness  of  the  fixture.  Fig.  5 
illustrates  the  distribution  cun.-e  of  a  popular 
semi-indirect  unit  used  with  a  clear  lamp  and 
the  same  fixture  when  equipped  with  a  bowl- 
enameled  lamp.  In  installations  such  as 
offices  and  drafting  rooms,  where  the  max- 
imum diffusion  and  low  brightness  of  the 
fixture  are  often  considered  highly  desirable, 
existing  equipments  considered  lacking  in 
these  characteristics  can  be  readily  adapted 
by  the  use  of  the  bowl-enameled  lamp,  to  give 
an  improved  light  distribution. 


Fig.  6.     A  Modern  Lighting  Installation  in  an  Armature-winding  Room.     RLM  Standardp^ome 

Reflectors  and  300-watt  Bowl-enameled  Lamps.     Spaced  10  by  13  '^  feet.      Mounted 

11  feet  above  floor.     Average  illumination  obtained.  17  Foot -candles 


General  Electric  Review 


INDEX   TO   VOLUME   XXIII 

January,  1920— December,  1920 


INDEX  TO  VOLUME  XXIII 


Jan.^       1-76 
July  555-644 


Feb.     77-181 
Aug.  645-719 


INCLUSIVE  PAGES 


Mar.  183-234 
Sept.  721-790 


Apr. 
Oct. 


235-354 
791-866 


May  35.5-464 
Nov.  867-933 


June  465-  553 
Dec.  935-1008 


Activity,  unprecedented;  from  uncertainty  to  (Ed.) 357 

Altitude,  airplane;  measurement 482 

Ampere.  Oersted  and  Arago.  100  years  since 971 

Arago.  Ampere,  and  Oersted.  100  years  since 971 

Automobile 

electricity  on  the  (Ed.) 185 

lamps, headlight.  Mazda  ;improved  methods  manufacture.  67 
starting  systems,  electric 186 

Bearings 

generator,  a-c 13o 

motor,  synchronous 135 

spring  thrust 

generator,  a-c.  vertical 162 

marine;  developments  1919 10 

Boilers,  exhausted  generator  air  used  under , 101 

Bushings,  high-voltage;  developments  1918 30 

Busses 

generating  station,  superpower 408 

test .  418 

Calculating  table,  short-circuit,  new 669 

Circuit  breakers 

high-speed 394 

developments  1919 15 

locomotive,  passenger.  C.  M.  &  St.  P.  Rwy 282 

new  type 286 

Condensers 

-resistance  protective  device 774 

static;  developments  1919 34 

synchronous 143.  147 

capacity 143 

design,  electrical 144 

developments  1919 20 

highest  voltage  (22.000  volts) 152 

largest  capacity  (30.000  kv-a.) 150 

noise 146 

speed 143 

starting 146 

ventilation 146 

Connections,  high-voltage;  employed  in  generating  stations, 

relative  merits 386 

Control 

car  equipments.  1200  and  1500-volt 314 

generating  stations  in  parallel 647.  688 

hoists,  mine,  electric 778 

locomotive  passenger,  C.  M.  &  St.  P.  Rwy 275.  278 

air  compressor 284 

blowers 284 

circuit  breaker,  high-speed 282 

contactors 283 

disconnecting  switches,  knife-blade 282 

motoring 278 

motor-generator  for  control  and  lighting 284 

pantograph  trolleys 279 

regenerative  braking 278 

storage  batter>' .  .  .  .  285 

Converters 

synchronous.  60-cycle 

brush  rigging 393 

commutating  poles 392 

commutating  regulator 395 

compared  with  motor-generators 392 

cost 398 

efficiency , 396 

flexibility 397 

floor  space 398 

reliability 397 

flash  barriers .■ 394 

voltage  control 395 

Corona,  loss  tests 419 

Crane,  fitting  out;  hammer  head,  350-ton.  ,  .550 

Distribution 

C.  M.  &  St.  P.  Rw>-.  (Dia.) 726 

stations,  automatic;  developments  1919 17 

Dynamometers,  developments  1919 27 

Eden,  T.  S..  (In  Mem.) 181 

Edison 

birthday  comments  on  work 233 

medal,  1919.  awarded  William  LeRoy  Emmet  (Ed.) 3 

Efficiency 

measurement  by  temperature  rise  ventilating  air. ......  153 

motor,  synchronous 112 

reward  for 715 

Electrical 

development,  self  interest  will  solve  problems  confronting  451 
engineering,  co-operative  course,  new.  Mass.  Inst.  Tech. .  784 
industry 

developments  1919 4 

importance  of,  in  foreign  trade  of  United  States .  .  .  752 


Electrification,  railroads 

advancement  (Ed.) 237 

C.  M.  &  St.  P.  Rw>-. 

Coast  and  Cascade  Divisions 263 

input  (Tab.) 728 

operating  statistics,  1919  (Tab.) 729.  730 

profile 250.  724 

results  (Ed.) 723 

choice  of  system,  conclusions  French  Mission 244 

direct -current  high-voltage 243,  313 

economic  considerations 245 

French  Mission's  report,  summary 239 

frequencies 255 

Hershey  Cuban  Rwy 307 

Loetschberg  Rw>- 256 

Melbourne  (Australia)  suburban 662 

distribution,  direct-current 668 

equipment,  electrical 664 

features,  general 662 

power  station 667 

rolling  stock 664 

substation  equipment 667 

monophase 24 1 

single-to-three-phase 242 

superpower  rone 246 

United  States 249 

coal  sa\'ing  (Tab.) 253 

power  required  (Tab.) 254 

year  1919 12 

Electro-magnetic  waves.   Maxwell;  Professor    EUhu    Thom- 
son 's  early  discovery 208 

Electron  tubes 

applications 514 

power 514 

tungsten-cathode,  fundamental  phenomena 503.  589 

tungsten-filament 

anode 843 

bulb  and  glass 843 

filament 840 

grid 843 

operating  features,  some  practical 840 

plate 843 

power  supply 846 

tube  circuits  and  their  operation 844 

vacuum  conditions.  . 844 

Emmet,  William  LeRoy;  Edison  medal  1919  awarded  (Ed.).      3 

Engineer's  part  in  readjustment  present  high  prices 222 

Excitation 

generating  station,  superpower 410 

systems 558.  566 

common  plant 566.  568 

individual  exciters 568,  572 

storage  batteries  with  exciter .  571 

various,  discussion 575 

Exciters 558.  566 

circuit  breakers 570 

com  pound -wound  vs.  shunt 57 1 

commutating-pole 573 

driving  methods .S68 

field  switches .  570 

polarity  reversed  .  .  572 

regulators,  with .  .  .  .  573.  574 

rheostats  for 570 

shunt  vs.  compound- wound 57 1 

voltage 569 

range 569 

Flywheel    effect,   synchronous    motors,    reciprocating    com- 
pressors  653 

Foreign  trade,  importance  electrical  industry  United  States  752 
Frequency 

absorber,  high   432 

commercial 88 

converters 136.  140 

lag  angles 136 

parallel  operation 137 

phase  adjustment,  parallel  operation .  139 

reversibility 138 

synchronizing 138 

Fuel 

petroleum  (Sec  Petroleum) 
-ail  way 
coal 

C.  M.  St.  St.  P.  Rw>-..  Rocky  Mt.  Div.  (Tab.)  251 
pounds  per  1000  ton-miles,  steam  locomotive 

(TaV) 883 

roundup,  analysis  (Tab.) 252 

saving,  electric  locomotive 880 

U.  S.  191S  (Tab.) aSl 


PAGE 

Furnaces 

electric,  heat  treating,  metallic  resistor 433 

thermal  economy  relative  to  fuel-fired 768 

fuel-fired,  thermal  economy  relative  to  electric 768 

Gases,  kinetic  theory 495 

Gasolene  plants,  casing-head 628 

Generating  stations 

automatic,  developments  1919 16 

capacity  in  U.  S.  1918  (Tab.) 254 

connections,  high-voltage,  relative  merits 386 

control  in  parallel 647.  688 

Hershey  Cuban  Rwy 309 

hydraulic;  excavated  in  mountain,  Norway. 166 

load  in  oil  fields 616 

outdoor 

construction 194 

design 194 

Muscle  Shoals.  Ala.,  proposed 196 

Melbourne  (Australia)  electrification 667 

stability  in  parallel 647.  688 

superpower 

apparatus  arrangement,  electrical 417 

ash  handling  equipment 401 

benchboard 410 

blowers  and  fans 402 

boilers _ 402 

boiler  room  auxiliaries 416 

busses 408 

test 418 

circulatmg  water  tunnels 404 

coal  handling  equipment 399 

condensers 406 

economizers 404 

electrical  design 407 

excitation 410 

outdoor  structures 418 

piping 404 

power  supply,  auxiliary 406,  411,  412 

preheaters 404 

reactors 407.  417 

station  lighting 412 

stokers 402 

switches 408 

switchboard 

central  auxiliary 411 

turbine  auxiliary 413 

turbines,  house 405 

Generators 

alternating-current 

bearings 135 

belted;  design  and  construction 171 

charging  transmission  line,  behavior 109 

compensated 87 

design,  early  days 80 

development 21,  79 

engine  driven 90 

excitation  kilowatts  required 570 

field  spiders 134 

heat 

flow 564 

storage 564 

mechanical  features 130 

monocyclic 85 

oscillating  frequency  between  two  dissimilar 125 

outdoor;  alternative  for 360 

periodicity  and  near  periodicities 88 

polyphase 85,  86 

rotor  spiders 134 

shafting 135 

sine  wave;  for  testing 177 

speed,  peripheral,  (rotor  losses) 562 

stator  frames 133 

temperature  in  large 557.  560 

high  vs.  low 565 

turbine ;  early 87 

ventilation 135 

vertical  shaft,  bearings  and  lubrication 162 

water  cooling 561 

waterwheel 

excitation  kilowatts  required 570 

horizontal,  large 147 

unique  design  (Norway) 166 

welded  construction 131,  132 

automobile  starting  and  lighting 190 

direct-current 

arc  welding;  new  type 442 

exciters  (See  Exciters) 
turbine 

10.000  kv-a.  short-circuit  tests 214 

excitation  kilowatts  required 570 

light  and   power;  U.  S.  Navy,  developments  1919.  .      8 

mechanical  design,  large 105 

Heating,  industrial;  developments  1919 38 

Helium,  substitutes  for  hydrogen  in  balloons  and  dirigibles 22 

Hoists 

mine,  electric 

developments  1919 22 

installations,  typical.  South  Africa 775 

number  above  250  h.p.  South  Africa  (Tab.) ,  .  .781 

one-ton,  Sprague;  adoption  of  .roller  bearings 24 

Hydrogen,  penetration  of  iron 702 


PAGE 

Illumination 

color  walls  and  ceilings 

economies 211 

effect 209 

industrial  plants 209 

offices 209 

paint,  methods  of  applying 211 

residences 210 

schools 209 

stores 210 

wall  finishes,  permanency  of  various 210 

Integration,  curve  areas 917 

Iron,  penetration  by  hydrogen 702 

testing;  sine-wave  generator  for ISO 

Lamps 

accessories,  new 50 

arc 

enclosed  carbon,  vs.  Mazda  novalux 534 

luminous 51 

Cooper  Hewitt 

mercury  vapor 

application 858 

development 858 

operation 741 

theory 741 

quartz 909 

fixtures,  new 50 

incandescent 

automobile,  headlight    Mazda;  improved    methods 

manufacture 67 

bowl-enameled.  Mazda  C 1001 

Novalux  (Mazda),  vs.  enclosed  carbon  arc 534 

sales,  amount 48 

white,  Mazda 711 

Moore,  gaseous  conduction;  light  from  low-voltage 

circuits 577 

Light 

ultra-violet 909 

effect  on  eye 893 

Lighting 

codes,  typical 51 

daylight,  artificial;  for  merchandising  and  industry 527 

developments  1919 48 

displays 52 

exhibits 52 

street 

arc,  enclosed  carbon  vs.  Mazda  novalux 534 

incandescent  (Mazda)  novalux  vs.  enclosed  carbon 

arc 534 

intensive 362 

Chicago 373 

Los  Angeles 365 

New  Orleans 365 

Salt  Lake 364,  365 

San  Francisco , 365 

Saratoga  Springs 373 

transformer 

constant -current 543 

series;  low-voltage 545 

Lightning  arresters 

alternating-current 429 

aluminum  cell .  .    429 

developments  1919 35 

locomotive  passenger.  C.  M,  &  St.  P.  Rwy 285 

oxide  film 430 

capacity  current  discharge 929 

life 929 

performance 928 

sensitiveness 928 

tests 929 

Lightning  protection,  studies  oa  4D JO- volt  circuits 981 

Locomotives 
electric 

advantages  of  modern 878 

C.  M.  &  St.  P.  Rwy. 

maintenance  cost  (Tab.) .  .880 

passenger 272 

air  compressor 284 

auxiliary  apparatus 284 

blowers 2S4 

circuit  breaker,  high-speed  ,  ,  282 

contactors .    .  283 

control  (see  Coatrol) 

dimensions 277 

disconnecting  switches,  knife-blade 282 

main  circuit   apparatus 279 

mechanical  construction 276 

motoring 278 

motors 274 

motor-generator  for  control  and  lighting.  .284 

pantograph  trolleys 279 

regenerative  braking,,  278 

repairs  (Tab.) ,880 

storage  battery    ...  .  285 

performance  (Tab.)  883,  884 

compared  to  steam  (Tab.)  ,  879 

construction 258 

cost,  comparative 884 

design 

possibilities 878 

simplicity  of.  importa.ice 341 


PAGE 

Locomotives 
electric 

developments  1919 

fuel  saving 

gathering  new  type . 
Hershey  Cuban  Rwy. 
maintenance  costs . 
B.  A.  &  P.  (Tab.  I 
N.  Y.  C.  (Tab.)  .  . 
regenerative  braking 
steam 

C.  M.  &  St.  P.  Rwy. 

performance  (Tab.) .  . 

repairs  (Tab.) 

coal  per  1000  ton-miles  (Tab, 
compared  to  electric  (Tab.) 

last  stand 

Losses 

corona,  tests 419 

measurement  by  temperature  rise  ventilating  air  . !  153 

Lubrication,  alternators,  vertical  shaft 152 

Manometers 731    qa-v 

ionization  gauges '  554 

!'    .734 

731 

847 

851 

735 


.    15 

880 

446 

.308 

.    .879 

.880 

59.  880 

.    .879 


883.  884 

880 

.883 

879 

.249 


mechar.ical. 
mercury .  .  .  . 
radiometers . 
resistance. . . 


viscosity. , 
Marine  propulsion 

bearings,  spring-thrust,  developments  1919,  ,  IQ 

electric 

battleships,  developments  1919 10 

cost . . 65 

developments  1919 '/..'.'....      9 

economy ] g9 

efficiency  of  transmission 64 

merchant  ships gO 

Mariner,  first  electrically-operated  trawler.  . ..  455 

New  Mexico,  battleship,  two  years'  service  615 

reliability 63 

space  saving  over  reciprocating-engine         6' 

gear 

efficiency  of  transmission ...  65 

reliability .'.'..'. 63 

torpedo  boat  destroyers,  developments  1919 7 

turbines,  developments  1919 6 

operating  force * gg 

propeller  speeds g- 

Massachusetts   Institute   Technology.'  electricai '  engineering 

co-operative  course 784 

Meter,  testing;  sine-wave  generator  for . .    180 

Motors  

automobile  starting Igg 

fractional  horse-power;  developments  1919 27 

induction    (large);  control  speed   and   power  factor  by 

neutralized  polyphase  commutator  machines.  .559,  630 
railway 

design  and  construction,  improvements  in .  .  335 

locomotive,  passenger  C.  M.  &  St.  P.  Rwy..  274 

synchronous U^ 

amortisseur  winding .'!.*!." 132 

application !!."!!!""•"'"'  113 

bearings .^IW  .[....  .\.][  135 

dependability 112 

developments  1919 '    .\...  ......  .[  22 

efficiency iTo 

field  spiders I34 

flywheel  effect ..    .121.  653 

limitations II3 

magnetomotive  force  diagram '.'.'.'        12'* 

mechanical  features [.[ 130 

power-factor ." .  ...".' .'.',".'112,  119    1->1 

rotor  spiders '  134 

shafting 1.35 

starting 

ability II3 

systems,  oil .  !!!.'!!!! 133 


stator  frames. 


133 


^o^<ife. :;:::;:::  1 15 


ventilation 


.135 


.653 


welded  construction '. 131    1T> 

Motor  drive  ""•  '■*" 

compressors,  reciprocating,  flywheel  effect  for  synchro- 
nous        '  g 

printing  presses,  developments  1919 07 

steel  mill  ~ 

developments,  1919 24 

reversing,  tonnage '. oob 

Motor-generators  ^^ 

brush  rigging 303 

compared  with  synchronotis  converters,  eo^cycle. 392 

"^S?'- .'.'.'!'  .398 

efficiency .,ha 

flexibility ■'■'■'■'.'.'.'.'.'.'.'.]'.'.[['. 397 

floor  space oqc 

reliability '.'.'.'.'.'.'.'. 397 

excitation  kilowatts  required    '. t7ii 


flash  barrier. 


394 


locomotive    passenger.  C.  M.  jb  St'.Pi  RWy.  (for  con- 
trol and  lighting) .,0  . 

="= :::::::;:::::::;:::;::uo 


N.  E.  L   A.,  proposed  changes,  conducting  350 

Network  protector,  alternating-current  427 

Noise,  condensers,  synchronous fjg 

Oersted.  Ampere,  and  Arago.  100  years  since  971 

Umce,  opportunities,  work.  700 

Oil  field  '82 

electric  load ria  ait 

dehydrators 6^9 

gathering  pumps rSJ 

lighting ."....  628 

line  pumps ggo 

machine  shops g|g 

Oil  pump,  lubricating,  vertical  generator. ....'..'. 155 

Oil  well 

drilling 

electric  power,  advantages go? 

motor  equipment .'.'.'.'.'. 625 

power  consumption  .  .  [[[ gOo 

powers.  *  ■  motor  drive .  ' goo 

pulling,  motor  capacity  required  621 

pumping 

electric  power,  advantages  .  623 

motor  capacity  required.  ...  gon 

motor  equipment gjo 

power  consumption  goi 

'"^^^^ :      627 

Parallel  operation 

frequency  converters.  j3g 

generators,  a-c..  two  dissimilar,  oscillating  freauencv        12=i 
generating  stations 

control  and  stability g^y    ggg 

electromotive  forces .../.. 756 

equations [ yQ, 

oscillation ...'..['.'..'...'. 695 

power  limitation gag 

pulling  in  step ggg 

reactors 

busbar gg^ 

^e«der : ;  .':.■.■;;.' .'.■.■;.*;:;;6yi.  758 

generator gg  j 

slipping ;    ' Qgj 

steady  strain 693 

synchronous  machines 

Pasadena  convention,  electricity  at  (Ed.) 
Patterson,  Charles  E.;  Vice-President  Gen 

pany.  elected  a 70^ 

Petroleum ,90 

distribution.     .  ..yg    007 

"^^"'•e "         198 

198 


;  General  Electric  Com 


693 
358 


occurrence . 


origin jgg 

production qoI 

refining ...        !'!!!!."!!!! ''05 

transportation * oru 

Phosphorscope.  special  form .'.'.'..'/.'.[].'.  856 

Photo-elasticity,  determination  of  stresses. .  ..,'.'."  869  870  962-  "^ 

Photometry,  commercial '/. , g  =  *    ' 

Position  indicators .'.....'.'.....  45 

Power-factor,  motor,  synchronous ijo    j jg    loi 

Power  indicating  system.  C.  M.  &  St.  P.  Rwy "'         '  29> 

Power  limiting 

generating  stations,  parallel  operation.  .    .  688 

system,  controlled  by  train  dispatcher.  C.  M.  &  St.  P  jlwy  7*'7 

Prices,  high,  present;  engineers'  part  in  readjustment  of  *>2-' 

Protective  devices  -    -  - 

condenser-resistance . 

hoists,  mine,  electric , 

network,  alternating-current ... 

Pumping  plant,  electric.  Sutter  Basin  RecUmation. 

Radio  communication 

Alexanderson  system.  g^g 

alternator .795.815 

developmen:  g| . 

speed  regulator .796^  818.  "833   835 

vibrator  regulator 7gg 

amplifier,  magnetic '821   836 

antenna,  multiple  tuned.  .  .797,  8 Irf,  8^3.  824.  825,"  831 

efficiency  radiation *         '  g32 

827 

831 


778 
774 
427 

684 


feed  ratio. 

ground  inductances. 


phase  difference 

resistance,  mult  i  pit- 
support  .... 

theory 

tuning 

voltage, 
earth  system . 

capacitive  .  . 

wire 

modulating  system 
radiophone  duplex 

New  Brunswick  arrangements 

requirements 

receiver 

barrage gQj 

duplex  on  U.S.S.  Gtorgt  Waskingion ... ,    .90/7.  S\0 

standard  equipment ....         g]^ 

station  circuits,  fundamental ^22 

transformer,  alternator-antenna  Jji? 

transmitter,  duplex  on  U.S.S.  C#or«»  'Waiki^t*<,H .  .    .804 


827 
829 
823 
798 
S26 
828 
820 
831 
S31 
797 

808 

807 


PAGE 

development 17^  793 

generating  systems. '.  795 

radiation,  directive !!!!!!!!!!!!!!!!!!  801 

receiving  system 801 

telephony 838 

transmitting  sets,  electron  tube 523 

transmitting  systems 794 

transoceanic 794 

Railway  (See  Electrification  and  also  Traction) 
Reactors 

busbar 689 

feeder 691 

generating  station,  superpower.  . _ 407,  417 

generator,    . ;  .  .689 

Reflection 

coeflicients. .  213 

diffuse,  coefficient;  absolute  determination 72 

factor,  measurement 212 

Relativity  CEd.) 467 

theories  in  physics 486 

Relays 

differential,  mechanically  balanced 44 

hesitating  control 45 

Research.  Laboratory,  G.E.,  developments  1919.  20 

Safety  cars ....  397 

air  brake 603 

air  compressor 604 

governor. .....  ... .605 

developments  1919.  .  14 

installations ...  .600 

maintenance  costs 600 

motor  equipment 602 

power  consumption 599 

safety  features .  603 

Short  circuit 

calculating  table,  new .  ,    669 

tests  on  10.000  kv-a.  turbine  alternator.  214 

Shovels,  electric 

300-ton  in  open-cut  quarrying .      937 

developments  1919 ...    24 

open-cut  mining ,  ,    938 

Sine  wave  testing  sets ...  177 

Spokesmen,  silent;  factory  (placards,  etc.) 229 

Stability,  generating  stations  in  parallel 647,  688 

Statistics,  commercial;  and  value  to  executives 648 

Storage  batteries 

automobile  starting  and  lighting,  taper  charging 191 

exciter,  use  of 571 

locomotive,  passenger,  C.  M.  &  St.  P.  Rwy.,  auxiliary 

low-voltage  supply 285 

Stresses,  photo-elasticity  of 869,  870.  962 

Substations 
automatic 

developments  1919 14 

railway 

control  and  devices,  modern.  .  342 

Sacramento  Northern  Rd.  .  .  .  .894 

signal  power  supply,  a-c 902,  949 

C.  M.  &  St.  P.  Rwy.  equipment  (Tab.) ,  .  .  .725 

-     Hershey  Cuban  Rwy 309,  311 

Melbourne  (Australia)  electrification  667 

Superchargers 

airplane 468 

developments  1919. .  .    11 

engines 471 

engine  power,  maintaining  at  great  altitudes 474 

turbo,  General  Electric 476 

Switches 

developments  1919 40 

generating  station,  superpower.  .  408 

lever  enclosed  safety 43 

Switchboard 

benchboard,  generating  station,  superpower 410 

central  auxiliary;  generating  station,  superpower 411 

safety  panels 

swingout  type 41 

truck  type 40 

turbine  auxiliary;  generating  station,  superpower 413 

Synchronizing  frequency  converters 136 

Tapalog.  kilowattmeter,  totalizing,  curve-drawing 294 

Terminals,  automobile  electric  starting  apparatus 192 

Tests 

corona  loss 419 

short-circuit,  10.000-kv-a.  turbine  alternator 214 

Testing 

iron;  sine-wave  generator  for 180 

sine-wave  generator  for 177 

Thermometers,  lubrication;  thrust  bearing .164 

Thermostatic  metal,  manufacture,  characteristics  and  appli- 
cations      57 

Thomson,  Elihu 970 

early  discovery  Maxwell  electromagnetic  waves 208 

Traction 

busses,  motor  vs.  trackless  trolleys 331 

C.  M.  &  St.  P.  Rwy. 

kw-hr.  to  ton-miles,  1918  (Tab.) 252 

load  curve 725 

load  factor.  1919  (Tab.) 255 

power  consumption 


demand  controlled  by  train  dispatcher 727 

limiting  and  indicating  system 292 

Rocky  Mountain  and  Missoula  Divisions 724 

train  sheet 725 

standby  losses  (Tab.) 251 

water  used,  Rocky  Mt.  Div.  (Tab.) 251 

city  cars,  various  types,  operating  costs 326 

coal  equivalent  per  kw-hr.  (Tab.) 252 

control  (see  Control) 

developments  1919 12 

equipment 

metropolitan;  developments  1919 15 

miscellaneous;  developments  1919 15 

European  conditions 253 

line  work  car.  Hershey  Cuban  Rwy 309 

locomotives  (see  Locomotives) 

motors,  design  and  construction,  improvements  in 335 

public  trusteeship,  Boston  Elevated  Rwy 319 

safety  car  (see  Safety  Cars) 
substations  (see  Substations) 

ton-mile  movement.  U.  S.,  1918  (Tab.) 250 

trackless  trolleys  vs.  motor  busses 331 

Transformers 

developments  1919. . .         .  28 

phase  rotation 374 

polarity 374 

street  lighting 

constant-current 543 

series,  low-voltage 545 

voltage  diagrams 374 

Transmission 

C.  M.  &  St.  P.  Rwy.  (Dia.) 726 

charging  line,  behavior  a-c.  generators 109 

Hershey  Cuban  Rwy 312 

Turbines 

development  1919 5 

marine  geared;  developments  1919 6 

thermal  efficiency;  instances  of  high 5 

Vacua,  high 

exhaust  procedure 678 

manometers  (see  Manometers) 

measurement 731 

production  methods 605,  672 

pumps 

mechanical 607 

mercury  vapor ,  .  .    672,  677 

theoretical  considerations.  .  .  605 

Ventilation 

air  washers 1 00 

boilers,  exhausted  generator  air  used  under 101 

classification  machines  with  respect  to 561 

closed  air  circuit  system 102 

air,  freeing  from  water 103 

applications 104 

danger  signal 103 

heat  regulating 103 

heat  run  on  a  turbine  generator 104 

water  required,  amount 102 

condensers,  synchronous 146 

generators,  a-c 99,  135 

closed  and  semi-closed 561 

dampers 100.  103 

direction,  cooling  air,. .  .  563 

double  air  flow  system. .  101 

ducts 

armature  cores 563 

external  innovation  of 100 

fans 100,  101 

fire  protection.  .  ,  103 

hoods 99 

motors,  synchronous  .  135 

turbine  generators  (see  Ventilation,  and  Generators  A-c.) 
vertical  to  horizontal  units  (turbine-generator)  changing 

from 100 

water-air  radiators 

development  1919 ^.     .  11 

generators *  91 

motors 91 

Voltage  regulators 

developments  1919 34 

exciter,  use  with 574 

feeder;  developments  1919  .  33 

Wakefield,  William  O.,  biography 232 

Welding 
arc 

applications  to  construction 

generators,  a-c 131 

motors,  synchronous 131 

generator,  new  type 442 

electric,  developments  1919 36 

spot 

applications  to  construction 

generators,  a-c 132 

motors,  synchronous 132 

Winch,  electric;  developments  1919 , 24 

Woolley,  Geo.  A.  (In  Mem.) 719 


INDEX  TO  AUTHORS 


Addison.  Thomas 

Proposed  Changes  in  Conducting  X.  E.  L.  A.  (Ed.) .  . 
Alexanderson.  E.  F.  W. 

Transoceanic  Radio  Communication 

Anderson,  Earl  A. 

The  White  Mazda  Lamp 

Andrews,  H.  L. 

Motor  Busses  or  Trackless  Trolleys 

Andrews.  W.  S. 

A  Special  Form  of  Phosphoroscope 

Helium,  the  Substitute  for  Hydrogen  in  Balloons  and 

Dirigibles 

Armstrong.  A.  H. 

The  Advantages  of  the  Modern  Electric  Locomotive  . 
The  Last  Stand  of  the  Reciprocating  Steam  Engine.  , 
Axtell.  C.  J. 

Control  for  1200  and  loOO-volt  Car  Equipments 

Bachman,  E. 

Five    Thousand    Horse    Power    Electrically-operated 

Pumping  Plant 

Baldwin.  G.  P. 

Commercial  Statistics  and  Their  Value  to  the   Execu- 
tive  

Ballard.  R.  H. 

Electricity  at  the  Pasadena  Convention.  (Ed.) 

Barton.  F.  C. 

Electric  Starting  Systems  for  Automobiles 

Batchelder.  A.  F. 

Importance  of  Simplicity  in  Locomotive  Design 

Passenger  Locomotives  for  Chicago,  Milwaukee  &  St. 

Paul  Rwy 

Bearce,  W.  D. 

Melbourne  Suburban  Electrification.  Australia 

Summary  of  High-voltage  Direct-current  Railways..  . 

The  Safety  Car 

Beers.  R.  S. 

Control  for  1200  and  1500-volt  Car  Equipments   .... 
Beeuwkes,  Reinier 

Electric  Power  Consumption  on  the  Rocky  Mountain 
and  Missoula  Divisions  of  the  C.  M.  &  St.  P.  Rw>-. 
Bell.  E.  B. 

Typical   Installations   of   Electric    Mine    Hoisting   in 

South  Africa 

Benford.  F.  A.  , 

An  Absolute  Method  for  Determining  Coefficients  of 

Diffuse  Reflection 

Bergman.  S.  R. 

A  New  Type  of  Arc-welding  Generator 

Berkshire.  W.  T. 

Synchronous  Motors 

Beverage.  Harold  H. 

Duplex    Radiophone    Receiver    on    U.    S.    S.    George 

Washiiigloyt 

Boyajian.  A. 

Fundamental  Principles  of  Polarity.  Phase  Rotation, 

and  Voltage  Diagrams  of  Transformers 

Bradley,  C.  D. 

The  300-ton  Electric  Shovel  in  Open-cut    Quarrying 

(Ed.) 

Bucher,  Elmer  E. 

The  Alexanderson  System  for  Radio  Communication. 
Buck.  H.  W. 

The  Outdoor  Generating  Station 

Burnham.  E.  J. 

Sine  Wave  Testing  Sets 

Sixty-cycle  Converting  Apparatus 

Butler.  H.  E. 

Enclosed    Carbon    Arc    Lamps    vs.    Novalux    Mazda 

Units 

Buttolph.  L.  J. 

The  Cooper  Hewitt  Mercury  Vapor  Lamp 

Part  I — Theory  and  Operation 

Part  II — Development  and  Application 

The   Cooper   Hewitt   Quartz   Lamp  and  Ultra-violet 

Light 

Case,  F.  E. 

Control  Equipments  of  the  New  Locomotives  for  the 
C.  M.  &St.  P.  Rwy 

Clark.  V.  E..  Lieut-Col. 

Maintaining  Airplane   Engine   Power  at   Great   Alti- 
tudes   


PAGE 

359 

794 

711 

331 

856 

227 

878 
249 

314 

684 

648 

358 

186 

341 

272 

662 
313 
597 

314 

724 

775 

72 
442 

112 

807 

374 

937 

813 

194 

177 
392 

534 

741 

858 

909 
278 
474 


P.\GE 

C'aike.  C.  L. 

Step-by-step    Integration   of   Curve    Areas   of   Phase 

Significance.     Correct  and  Incorrect  Methods.  .  .  917 

Coker.  E.  G. 

Photo-elasticity  for  Engineers 

P^rt  I    370 

Part  II 962 

Collins.  E.  F. 

Metallic  Resistor  Electric  Furnaces  for  Heat  Treating 

Operations 433 

Relative  Thermal  Economy  of  Electric  and  Fuel-fired 

Furnaces 75g 

Dana.  Edward 

The  Public  Trusteeship  of  the  Boston  Elevated  Rail- 
way       319 

Davis.  C.  M. 

Modern  Devices  and  Control  for  Automatic  Railway 

Substations 342 

Dawson.  W.  F. 

Measurement  of  Losses  and  Efficiency  by  Temperature 

Rise  of  Ventilating  Air 153 

Delehanty.  W.  J. 

Five    Thousand    Horse    Power    Electrically-operated 

Pumping  Plant 684 

Dodd,  S.  T. 

Passenger  Locomotives  for  Chicago.  Milwaukee  &  St. 

Paul  Rwy 272 

Doherty.  R.  E. 

Flywheel  Effect  for  Synchronous  Motors  Connected 

to  Reciprocating  Compressors 653 

Oscillating  Frequency  of  Two     Dissimilar    Synchro- 
nous Machines 125 

Dushman.  Saul 

The  Production  and  Measurement  of  High  Vacua 

Part  I — Kinetic  Theory  of  Gases 493 

Part  II — Methods    for    the     Production    of     Low 

Pressures 605 

Part    III — Methods    for    the    Production    of    tow 

Pressures  (Cont'd) 672 

Part  IV — Manometers  for  Low  Gas  Pressures 731 

Part     V — Manometers     for     Low     Gas     Pressures 

(Cont'd) 847 

Edgerton.  E.  O. 

The  Reward  for  Efficiency.  .  ...      715 

Emmet.  W.  L.  R. 

Electric  Propulsion  of  Merchant  Ships 60 

Evans.  W.  H. 

Automatic  Substation.    Sacramento    Northern    Rail- 
road       894 

Fisher.  C.  R. 

The  Electric  Shovel  in  Open-cut  Mining 938 

Foster.  W.  J. 

Early  Days  in  AUcrnator  Design 80 

Temperatures  in  Large  Alternating-current  Generators     560 
Freiburghouse.  E.  H. 

Investigation  of  Water-air  Radiators  for  Cooling  Gen- 
erators and  Motors 91 

Fuller.  T.  S. 

The  Penetration  of  Iron  by  Hydrogen. .  .  702 

Gilbert.  C.  G. 

Methods  for  More  Efficiently  Utilizing  Our  Fuel  Re- 
sources. 

Part  XXXI— Petroleum 198 

Glass.  A.  E. 

A  Unique  Design  of  Waterwhcel-driven  Alternator. . .      166 
Goodwin.  H..  Jr. 

Design  of  a  Superpower  Station 399 

Goodwin.  V.  E. 

Alternating-current  Lightning  Arresters 429 

Discussion  of  Paper,  Studies  in  Lightning  Protection 

on  4000-voU  Circuit 999 

Gordon.  T.  W. 

Bearings  and   Lubrication   for   Vertical  Shaft   Alter- 

nators 162 

Hadley.  A.  L. 

Belted  Alternating-current  Generators.  . .  171 

Hallett,  George  E.  A..  Major 

Superchargers  and  Supercharging  Engines  468 

Harrison.  Ward 

The  Bowl-enamcled  Mazda  C  Lamp,  A  New  Develop- 
ment in  Illumination 1001 


PAGE 

Hayden,  J.  L.  R. 

Condenser-resistance  Protective  Device 774 

Discussion  of  Paper.  Studies  in  Lightning  Protection 

on  4000-volt  Circuit  by  D.  W.  Roper 997 

Head.  H.  G. 

The  Electric  Shovel  in  Open-cut  Mining 938 

Henningsen.  E.  S. 

Magnetomotive-force    Diagram    of   the    Synchronous 

Motor 122 

Short-circuit  Tests  on  a  10.000-kv-a.  Turbine  Alter- 
nator        214 

Herrman,  Henry 

Thermostatic  Metal 57 

Hull.  John  I. 

Theory  of  Speed  and  Power-factor  Control  of  Large 
Induction  Slotorsby  Neutralized  Polyphase  Alterna- 
ting-current   Commutator   Machines 630 

Jackson,  D.  C. 

Dr.  Elihu  Thomson 970 

Jackson,  J.  A. 

350-ton  Hammer  Head  Fitting  Out  Crane 550 

Jacobs.  H.  M. 

Automatic  Substations  for  Alternating-current  Rail- 
way Signal  Power  Supply 

Part  1 902 

Part  II 949 

Johnson,  E.  S. 

Electrification  of  the  Coast  and  Cascade  Divisions  of 
the  C.  M.  &  St.  P.  Rwy 263 

Langmuir,  Irving 

Fundamental  Phenomena  in  Electron  Tubes  Having 
Tungsten  Cathodes 

Part  1 503 

Part  II 589 

Lewis.  W.  W. 

A  New  Short-circuit  Calculating  Table 669 

Some  Corona  Loss  Tests 419 

Linebaugh.  J.  J. 

Power-limiting  and  Indicating  System  of  the  C.   M. 

&  St.  P.  Rwy 292 

Liston,  John 

A  New  Type  of  Gathering  Locomotive 446 

Some  Developments  in  the  Electrical  Industry  During 

1919 4 

The     Mariner:         The      First     Electrically-operated 

Trawler 455 

Lougee.     N.     A. 

Performance  and  Life  Tests  on  the  Oxide  Film  Light- 
ning Arrester 928 

Lovejoy.  J.  R. 

From   Uncertainty   to  Unprecedented  Activity  (Ed.)     357 

McCann.  Anna 

Opportunities  in  Office  Work 782 

Mauduit.  A. 

Summary   of    French    Mission's    Report   on    Railway 

Electrification 239 

Monson,  George 

Steam  Turbine  Generator  Ventilation 99 

Moore,  D.  McFarlan 

Gaseous  Conduction  Light  from  Low-voltage  Circuits.      577 

Morse.  W.  O. 

The  Behavior  of  Alternating-current  Generators  When 

Charging  a  Transmission  Line 109 

Moss,  Sanford  A. 

The  General  Electric  Turbo-Supercharger  for  Air- 
planes        476 

Olson.  M.  C. 

Large  Horizontal  Alternating-current  Waterwheel- 
driven  Generators  and  Synchronous  Condensers.  .  .      147 

Oudin.  M.  A. 

The    Importance   of   the   Electrical   Industry   in   the 

Foreign  Trade  of  the  United  States 752 

Pauly.  K.  A. 

The    Electric    Reversing    Mill    Considered    from    the 

Standpoint  of  Tonnage 886 

Payne.  John  H. 

Radiophone    Transmitter    on    the    U.    S.    S.    George 

Washington 804 

Peters,  F.  W. 

Electrification  of  the  Hershey  Cuban  Railway 307 

Plenge,  E.  B. 

Synchronous  Condensers - 143 


PAGE 

Pogue.  J.  E. 

Methods    for    More    Efficiently    Utilizing    Our    Fuel 
Resources. 

Part  XXXI— Petroleum 198 

Porter,  L.  C. 

Improving  the  Mazda  Automobile  Headlight  Lamp,  .        67 
Potter.  W.  B. 

Railway  Electrification  in  the  Superpower  Zone 246 

Powell.  A.  L. 

Commercial  Photometry 

Part  1 954 

Effect  of  Color   of   Walls    and    Ceilings  on   Resultant 

Illumination 209 

Pragst,  Ernest 

Relative  Merits  of  Connections    Employed    in    High- 
voltage  Generating  Stations 386 

Priest.  E.  D. 

Improvements    in    the    Design    and    Construction  of 

Railway    Motors 335 

Reist.  H.  G. 

An  Alternative  for  Outdoor  Generators   360 

Investigation    of     Water-air    Radiators    for    Cooling 

Generators  and  Motors 91 

Roper.  D.  W, 

Studies  in  Lightning  Protection  on  4000-volt  Circuit     981 
Ryan.  W.  D'Arcy 

Intensive  Street  Lighting 362 

Savage.  M.  A. 

Mechanical  Design  of  Large  Turbo-generators 105 

Scott.  Roscoe 

Silent  Spokesmen  in  the  Factory 229 

Shirley.  O.  E. 

Parallel  Operation  and  Synchronizing  of  Frequency 

Converters 136 

Smith.  A.  R. 

Design  of  a  Superpower  Station 399 

Snyder.  Monroe  B. 

Professor  Elihu  Thomson's  Early  Experimental  Dis- 
covery of  the  Maxwell  Electro-magnetic  Waves..  .  .      208 

Steinmetz.  C.  P. 

Discussion  of  Paper,  Studies  in  Lightning  Protection 

on  4000-volt  Circuit  by  D.  W.  Roper 994 

Power  Control  and    Stability  of  Electric  Generating 
Stations 

Part  1 688 

Part  II 756 

Stewart.  H.  C. 

The  Alternating-current  Network  Protector 427 

Stickney.  G.  H. 

Artificial  Daylight  for  Merchandising  and  Industry. .  .      527 

Summerhayes,  H.  R. 

Exciters  and  Systems  of  Excitation 566 

Summers.  J.  A. 

Commercial  Photometry. 

Part  I 954 

Tappan.  G.  H. 

Motor-generator  Sets 140 

Taylor.  W.  G. 

Electric  Power  in  the  Oil  Fields  as  a  Central  Station 

Load 616 

Thirlwall.  J.  C. 

Operating  Costs  of  Various  Types  of  City  Cars 326 

Thomson.  Elihu 

One  Hundred  Years  Since  Oersted.  Ampere  and  Arago.      971 

Timbie.  W.  H. 

A  New  Co-operative  Course  in  Electrical  Engineering.     784 

Tolman,  R.  C. 

Relativity  Theories  in  Physics 486 

Townley,  Calvert 

The     Engineer     Can     Do      More     About     It     Than 

Pay  and  Grin 222 

Tritle.  J.  F. 

New  Type  of  High-speed  Circuit  Breaker 286 

White.  W.  C. 

Electron  Power  Tubes  and  Some  of  Their  Applications .      514 
Some  Practical  Operating  Features  of  Tungsten-fila- 
ment Electron  Tubes 840 

Wishon.  A.  Emory 

Self-interest    Will    Solve   the    Problems    Confronting 
Electrical  Development 451 

Wood.  A.  P. 

Some  Mechanical  Features  of  Synchronous  Machines.      130 


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