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Titre De L'article The invention of the synchronous motor by Nikola Tesla by Ilarion Pavel Chief Engineer, Corps des Mines Research Fellow at the Laboratory of Theoretical Physics École Normale Supérieure Figure 1: The front cover of a special issue of Time Magazine published on 20 July 1931, marking Tesla’s 75th birthday (© Time Magazine, New York). Nikola Tesla (1856–1943), born in the Croatian town of Smilijan, then part of the Austrian Empire, was the fourth of five children of a Serbian Orthodox priest. After studying at the Graz University of Technology and the University of Prague, he worked as an engineer in Budapest and Paris, where he tried, unsuccessfully, to develop his ideas on alternating current (AC) and the rotating- field electromagnetic motor. In 1884 he emigrated to the United States, where he would stay the rest of his life. He joined Thomas Edison’s (1847–1931) electric company, but Edison, who had devoted his business affairs to direct current (DC), did not look favourably on the young Serbian’s ideas. Disappointed, Tesla left Edison for George Westinghouse’s (1846–1914) firm. At this time Edison and Westinghouse were engaged in a fierce battle to develop an electricity 1 distribution system, a battle Westinghouse would win. The creative Tesla authored and contributed to many inventions: the induction motor, the AC distribution network, radio, wireless communications, and remote-controlled robots. A BRIEF HISTORY OF ELECTRICITY AND MAGNETISM One day in April 1820, in Copenhagen, the Danish physicist Hans Christian Œrsted (1777–1851), during a lecture to his students, connected a galvanic battery to a platinum wire placed just above a compass. In disbelief, the students saw that the electric current passing through the wire deflected the compass needle in a manner analogous to the Earth’s magnetic field. A potential link 1 between electrical and magnetic phenomena had been discovered. Figure 2: Œrsted’s experiment. When the circuit is closed (right-hand image), the electrical current passing through the conductor produces a magnetic field, which interacts with and deflects the compass needle. The needle aligns perpendicularly to the conductor (© Ilarion Pavel). This discovery was not a matter of luck, but the fruit of many years’ research. A follower of Naturphilosophie, Œrsted was convinced that various observed mechanical, electrical, magnetic and chemical phenomena were simply different manifestations of a single, fundamental unitary force. Œrsted had the 2 insight to use galvanic cells in his experiments rather than the electrostatic machines or Leyden jars used by other physicists, which produce currents too weak to demonstrate magnetic phenomena. Electrostatic machines generate high-tension but weak and temporary currents. Since magnetic effects are 1. For an analysis of Œrsted’s text (1820), see J.-J. Samueli and A. Moatti, “L’acte de naissance de l’électromagnétisme”, BibNum, January 2010. 2. This article uses the terms galvanic cell and galvanic battery interchangeably. 2 proportional to the intensity of the current, it is practically impossible to demonstrate such effects using this type of equipment. Œrsted’s results received a muted reaction when Francois Arago presented them at a meeting of the Academy of Sciences of Paris in 1830. Most of the Academy’s members, influenced by the work of Charles de Coulomb, believed that there was no link between electrical and magnetic phenomena. André-Marie Ampère did not share this scepticism and embarked on a tireless round of experimental and theoretical inquiries. After a few weeks, he was able to understand and quantitatively express the links between electric currents and 3 magnetic fields, leading to his invention of electromagnetic equipment such as 4 5 the galvanometer and the solenoid . On the other side of the Channel, William Sturgeon (1783–1850) discovered that placing an iron bar inside a solenoid spectacularly increases its magnetic field, thereby inventing the electromagnet. As its name indicates, the electromagnet, which is powered by a galvanic cell, produces a magnetic field, one strong enough to lift iron pieces, for example. The electromagnet can thus perform a mechanical action using electric energy. It would play a crucial role in the development of the electric motor. Figure 3: Sturgeon’s electromagnet, made out copper turns wound around an iron horseshoe-shaped core, could lift 4-kg weights. The electromagnet uses mercury cup connectors annotated Z and C (the third cup, on the left, which is connected to the magnet by rod d, acts as a switch. The copper wire is non-insulated and the iron is lacquered to prevent a short circuit between the turns (WikiCommons Illustration). 3. See the Technical Annex at the end of the article. 4. The galvanometer is made from a compass needle placed inside the coil. When an electric current passes through the coil, this creates a magnetic field which deflects the needle. The intensity of the current is calculated by measuring this deflection. 5 The solenoid is made out of a conductor wire wound helically around a long cylinder. When powered by a galvanic cell, it produces a stronger and more homogenous magnetic field than a simple loop of conductor wire. 3 Across the Atlantic, Joseph Henry (1797–1878) was building ever more powerful electromagnets, reducing their size and increasing the magnetic force. Prefiguring the use of insulated electric cables, Henry wound compact and multiple layers of silk-insulated copper wire around a coil. This significantly increased the strength of the magnetic field even though the energy source was still the same modest galvanic cell. In no time at all the characteristics of Henry’s electromagnet exceeded those of permanent magnets. They were principally used in research laboratories or in public demonstrations: one spectacular demonstration consisted in suspending an iron bar, weighing some several hundred kilograms, using electromagnetic attraction. When the power supply was removed, the bar crashed to the ground. In addition, some electromagnets were commercialised: one of Henry’s was used by Penfield and Taft Ironworks (Crown Point, New York State) to magnetise steel cylinders used in the extraction of iron from its ore. THE INVENTION OF THE ELECTRIC MOTOR 6 A rotating mechanical system was first developed by Michael Faraday (1791–1867) in 1821, in his attempts to demonstrate that electric current passing through a wire generates a circular magnetic field. Faraday fixed a magnet bar upright in a cup filled with mercury and freely suspended a rod conductor above, so it was just touching the surface of the liquid. When he connected the rod to a galvanic cell, Faraday noticed that it revolved in circles around the magnet. This motion is due to the interaction between the current flowing through the rod and the bar’s magnetic field. This was the first example of a device that converted electrical energy into continuous mechanical motion. However, no practical applications were developed and the apparatus remained confined to the laboratory. 6. See Technical Annex, Figure A1. 4 Figure 4: Faraday’s electric motor. The current provided by the battery flows through the suspended conductor rod and interacts with the magnetic field produced by a magnet immersed in the mercury filled cup. As a result, the rod rotates on its vertical axis. The electric contacts are provided by the frame and the rod gently touching the mercury surface (© Ilarion Pavel). 7 In 1831, Henry invented the first electric motor. The mobile part of the electromagnet oscillates on its horizontal axis. The magnet’s polarity automatically inverses as it moves due to the action of two pairs of conductor wires that are connected alternately to two galvanic cells. Two permanent vertical magnets with their poles oriented in the same direction alternately attract and repel the ends of the electromagnet, making it oscillate from side to side. Figure 5: Henry’s oscillating motor. Two permanent magnets (C and D) are fixed in place with their north pole pointing upwards. When the electromagnet is supplied by the battery on the right, its north pole B is pushed upwards by the D magnet, and its south pole A is attracted downwards towards the C magnet. This makes the electromagnet swing: the circuit is broken at the right battery and re-established in the left battery, and the batteries are connected in such a way that the electromagnet’s north and south poles are reversed. The north pole A is thus repelled by the C magnet and the south pole B is attracted to the D magnet. The electromagnet swings the other away, cutting off the electricity supply from the left battery and re-establishing it in the right battery, and the process starts again. The electric contacts are provided by the metal rods q, r, o and p, joined to the oscillating electromagnet (© American Journal of Science). 7. J. Henry, American Journal of Science and Arts, 20, 340 (1831). 5 THE ELECTRIC GENERATOR ARRIVES ON THE SCENE Œrsted demonstrated that as long as an electric current flows through a conductor, it generates a magnetic field. In the true spirit of the unity of forces, adepts of Naturphilosophie immediately wondered if the opposite were true: can a magnet’s magnetic field generate an electric current in a nearby inductor coil? The results of the first experiments were negative for they involved little more than placing a coil around a magnet, and the galvanometer registered no current. 8 It was only after several failures that Faraday announced his success, in 1831. His method consisted in winding two separate coils around a common metal core. One of the coils was connected to a galvanometer, the other to a battery. When he connected or disconnected the battery, the galvanometer’s needle would deflect momentarily and then returns to zero.
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