Motion Control and Actuators
Motors, drives, feedback, transmissions and actuators: how to choose, size, tune and stop a motion axis, with worked examples and diagrams.
Motion control is the art of moving a load where you want, as fast as you need, with the right force, and stopping it safely. It combines a motor, a drive, a transmission, usually a feedback device and a controller, and a mistake in any link shows up as noise, overshoot, lost steps, overheating or a part in the wrong place. This guide takes the chain one link at a time, with worked numbers and diagrams, and ends with step-by-step sizing, braking and troubleshooting. It builds on the wiring and programming in the PLC & Logic Control guide and on the networks in Industrial Communication; the motor electronics are in Power and Motor Electronics, and the mechanics of gears and belts in Gears and Belts and Pulleys.
Start here: what do you need?
| I need to… | Go to |
|---|---|
| understand the parts of a motion system, motion profiles, or work out torque, speed and power | Motion Control Basics |
| decide between a servo, a stepper, an induction motor or a brushed motor | Choosing a Motor Technology |
| set up a stepper driver, choose microstepping, or stop it losing steps | Stepper Motors and Drivers |
| tune a servo, understand the loops, or fix overshoot and vibration | Servo Systems and Tuning |
| run a pump, fan or conveyor from a variable-frequency drive, or set up its parameters | AC Motors and Variable-Frequency Drives |
| choose an encoder or resolver, calculate resolution and frequency, or wire it | Encoders, Resolvers and Feedback |
| choose a ball screw, belt or gearbox, and match inertia | Mechanical Transmission: Screws, Belts and Gearboxes |
| size a motor and drive for a real axis, horizontal, vertical or rotary | Sizing a Motion Axis |
| choose or size a pneumatic cylinder, a hydraulic cylinder or an electric linear actuator | Pneumatic and Hydraulic Actuators |
| add a brake, stop safely, or find out why an axis misbehaves | Braking, Safe Stopping and Troubleshooting |
A suggested order
If you are new to motion control, read the pages in this order. Each builds on the one before, and the previous and next links at the top and bottom of every page follow it.
- Motion Control Basics: The parts of a motion system, open and closed loop, motion profiles, speed, torque and power, RMS torque and the four quadrants of operation.
- Choosing a Motor Technology: Brushed DC, brushless, servo, stepper, induction and linear motors compared: torque curves, control, cost, and which to pick.
- Stepper Motors and Drivers: Steps and microstepping, the torque-speed curve, resonance, drivers and current settings, wiring, and when a stepper loses steps.
- Servo Systems and Tuning: Cascaded position, velocity and current loops, PID terms, tuning methods, following error, inertia ratio and stability.
- AC Motors and Variable-Frequency Drives: Induction motor speed and slip, V/Hz control, drive setup and parameters, motor cables, derating, harmonics and braking.
- Encoders, Resolvers and Feedback: Incremental and absolute encoders, quadrature, resolution and frequency, resolvers, Hall sensors, signal types, wiring and homing.
- Mechanical Transmission: Screws, Belts and Gearboxes: Ball and lead screws, belts, rack and pinion, gearboxes, couplings, backlash, stiffness, linear guides and reflected inertia.
- Sizing a Motion Axis: Step-by-step motor and drive sizing for horizontal, vertical and rotary axes, with torque, speed, inertia ratio and margin checks.
- Pneumatic and Hydraulic Actuators: Cylinder force and air use, valves, speed control, hydraulic basics, electric linear actuators, and choosing between them.
- Braking, Safe Stopping and Troubleshooting: Mechanical and dynamic braking, safe torque off and stop categories, commissioning, and a symptom table for motion faults.
Which motor, at a glance
| Motor | Strengths | Weaknesses | Typical use |
|---|---|---|---|
| Stepper | Simple, low cost, holds position without feedback, good at low speed | Torque falls with speed, resonance, can lose steps, runs warm | 3D printers, small positioning, light-duty indexing |
| Servo (brushless) | High speed, high dynamics, flat torque curve, efficient, fault feedback | More costly, needs tuning and a feedback device | CNC, robotics, packaging, fast pick and place |
| Induction on a VFD | Rugged, cheap per kW, huge range of sizes, no magnets | Less dynamic, slip, needs a drive for speed control | Pumps, fans, conveyors, spindles, mixers |
| Brushed DC | Cheap, simple drive, strong torque at low speed | Brush wear, noise, limited life | Toys, small actuators, automotive accessories |
| Linear motor, voice coil | Direct drive, no backlash, very fast and precise | Costly, limited force, heat, need good guides | Semiconductor, inspection, fast short strokes |
The pages Choosing a Motor Technology and Sizing a Motion Axis turn this table into a decision with numbers.
Quick reference: formulas
| Topic | Formula | Page |
|---|---|---|
| Angular speed | ω = 2π n ÷ 60 | Motion Control Basics |
| Power | P = T × ω; T (N·m) = 9.549 × P (W) ÷ n (rpm) | Motion Control Basics |
| Trapezoid move | v = d ÷ (T − ta); a = v ÷ ta | Motion Control Basics |
| Torque to accelerate | T = J × α + Tfriction | Motion Control Basics |
| RMS torque | Trms = √(Σ Ti² ti ÷ Tcycle) | Motion Control Basics |
| Stepper | steps per rev = 360° ÷ step angle (1.8°: 200) | Stepper Motors and Drivers |
| Induction speed | ns = 120 f ÷ poles; slip = (ns − n) ÷ ns | AC Motors and Variable-Frequency Drives |
| Encoder resolution | counts per rev = 4 × lines (quadrature) | Encoders, Resolvers and Feedback |
| Reflected inertia | J = Jload ÷ N²; screw: m × (lead ÷ 2π)² | Mechanical Transmission |
| Cylinder force | F = P × A | Pneumatic and Hydraulic Actuators |
Calculators and related guides
- Motor Torque and Inertia Matching Calculator: reflected inertia, torque and inertia ratio for a gearbox or screw.
- Gear Ratio, Torque and Speed Generator: speed and torque through a gear train.
- 4-20 mA / 0-10 V Analog Scaling Tool: scaling a drive’s analog speed reference.
- Sensors and Field Devices: limit switches, proximity sensors and the other devices around an axis.
- Motors, Drives and PID Control: connecting a drive to a PLC.
Safety
- Moving machinery can kill. Guard it, and make sure it cannot start while someone is inside. Use lockout and tagout before working on it (see Workshop Safety).
- Stored energy. Springs, raised loads, pressurized air or oil and charged drive capacitors can move or injure after the power is off.
- Vertical axes fall when a motor is released: they need a holding brake or a counterbalance (Braking, Safe Stopping and Troubleshooting).
- Use safety-rated stops (safe torque off and an emergency stop circuit) for anything that can hurt people; a program stop is not a safety function.
- High voltage. Drives work at hundreds of volts and can have dangerous touch current: only qualified people should work on them.
FAQ
Where should I start?
With Motion Control Basics for the vocabulary and the torque calculation, then Choosing a Motor Technology. If you already know what motor you have, go straight to its page and to Sizing a Motion Axis.
Servo or stepper for my project?
A stepper is the simple, economical choice for low speeds and modest loads where a lost step is not a disaster. A servo costs more but gives speed, torque headroom and fault information. Choosing a Motor Technology compares them with numbers.
Do I need a gearbox?
Often yes: a motor is most efficient fast and light, and many loads need slow and strong. A gearbox also reduces the inertia the motor sees by the square of the ratio, which makes the axis easier to control. See Mechanical Transmission.
What happened to the Actuators page?
Its content (choosing an actuator, motor basics, pneumatic cylinders, hydraulics) is now in Choosing a Motor Technology and Pneumatic and Hydraulic Actuators.
References
- Parker Hannifin, Motion control and electromechanical sizing handbooks; Kollmorgen and Siemens motion sizing guides.
- Hughes, A. and Drury, B., Electric Motors and Drives, 5th ed., Newnes.
- IEC 61800-5-2, Adjustable speed electrical power drive systems: safety requirements, functional.
- Esposito, A., Fluid Power with Applications, Pearson.
Last reviewed: October 2026. Values are typical: check the datasheets of the parts you use, and follow the machine safety standards for your region.
