双参变量下齿轮-转子系统扭转振动特性分析

建立考虑齿侧间隙、啮合刚度和传递误差波动的直齿圆柱齿轮-转子系统模型,分析齿轮副的扭转振动。根据齿轮的基本参数,计算了齿轮副的时变啮合刚度、啮合阻尼等动力学参数。通过计算系统的分岔图、频谱瀑布图、最大Lyapunov指数谱和扭转位移-时间映像,得到了系统在不同参数条件下的周期性与非周期性、频谱特性和时域特性的变化规律,分析概周期运动下齿轮副出现的连续频谱特性和渐变失稳的时域特征。通过计算双参数平面上动力学分布图,得到了系统在双参数变化时的周期和非周期运动的分布规律和分岔特点。     

Analytical model for mesh stiffness calculation of spur gear pair with non-uniformly distributed tooth root crack

Gear tooth crack is likely to happen when a gear transmission train is working under excessive and/or long-term dynamic loads. Its appearance will reduce the effective tooth thickness for load carrying, and thus cause a reduction in mesh stiffness and influence the dynamic responses of the gear transmission system, which enables the possibility for gear fault detection from variations of the dynamic features. Accurate mesh stiffness calculation is required for improving the prediction accuracy of the dynamic features with respect to the tooth crack fault. In this paper, an analytical mesh stiffness calculation model for non-uniformly distributed tooth root crack along tooth width is proposed based on previous studies. It enables a good prediction on the mesh stiffness for a spur gear pair with both incipient and larger tooth cracks. This method is verified by comparisons with other analytical models and finite element model (FEM) in previous papers. Finally, a dynamic model of a gear transmission train is developed to simulate the dynamic responses when cracks with different dimensions are seeded in a gear tooth, which could reveal the effect of the tooth root crack on the dynamic responses of the gear transmission system. The results indicate that both the mesh stiffness and the dynamic response results show that the proposed analytical model is an alternative method for mesh stiffness calculation of cracked spur gear pairs with a good accuracy for both small and large cracks.     

Fault mode analysis and detection for gear tooth crack during its propagating process based on dynamic simulation method

Gearbox is one of the most important parts of rotating machinery, therefore, it is vital to carry out health monitoring for gearboxes. However, it is still an unsolved problem to disclose the impact of gear tooth crack fault on gear system vibration features during the crack propagating process, besides effective crack fault mode detection methods are lacked. In this study, an analytical model is proposed to calculate the time varying mesh stiffness of the meshing gear pair, and in this model the tooth bending stiffness, shear stiffness, axial compressive stiffness, Hertzian contact stiffness and fillet-foundation stiffness are taken into consideration. Afterwards, the vibration mechanism and effects of different levels of gear tooth crack on the gear system dynamics are investigated based on a 6 DOF dynamic model. Then, the crack fault vibration mode is studied, and a parametrical-Laplace wavelet method is presented to describe the crack fault mode. Furthermore, based on the maximum correlation coefficient (MCC) criterion, the optimized Laplace wavelet base is determined, which is then designed as a health indicator to detect the crack fault. The results show that the proposed method is effective in fault diagnosis of severe tooth crack as well as the early stage tooth crack.     

Dynamic simulation of spur gear with tooth root crack propagating along tooth width and crack depth

Gear tooth crack will cause changes in vibration characteristics of gear system, based on which, operating condition of the gear system is always monitored to prevent a presence of serious damage. However, it is also a unsolved puzzle to establish the relationship between tooth crack propagation and vibration features during gear operating process. In this study, an analytical model is proposed to investigate the effect of gear tooth crack on the gear mesh stiffness. Both the tooth crack propagations along tooth width and crack depth are incorporated in this model to simulate gear tooth root crack, especially when it is at very early stage. With this analytical formulation, the mesh stiffness of a spur gear pair with different crack length and depth can be obtained. Afterwards, the effects of gear tooth root crack size on the gear dynamics are simulated and the corresponding changes in statistical indicators – RMS and kurtosis are investigated. The results show that both RMS and kurtosis increase with the growth of tooth crack size for propagation whatever along tooth width and crack length. Frequency spectrum analysis is also carried out to examine the effects of tooth crack. The results show that sidebands caused by the tooth crack are more sensitive than the mesh frequency and its harmonics. The developed analytical model can predict the change of gear mesh stiffness with presence of a gear tooth crack and the corresponding dynamic responses could supply some guidance to the gear condition monitoring and fault diagnosis, especially for the gear tooth crack at early stage.     

齿轮传动系统断齿故障的机理研究

研究了含断齿故障的4自由度齿轮系统的动力学机理。考虑了断齿故障会引起齿轮系统微小的不平衡,及断齿故障对系统啮合刚度的影响,综合建立了齿轮—转子—轴承模型。数值仿真了故障信号,并通过时域图、相轨迹、Poincaré截面图及频谱分析研究了断齿故障引起的响应,及断齿故障的演化对系统动力响应的影响。最后实验模拟了齿轮断齿故障,通过实测振动信号的振动特征能够验证理论分析的结果,从而说明断齿故障理论模型的合理性,能为齿轮系统断齿故障的诊断提供理论依据。     

带有齿根裂纹故障的齿轮传动系统非线性动力学模型研究

在考虑齿面摩擦、时变啮合刚度、传递误差和质量偏心的情况下,利用集中质量法及牛顿定律建立了齿轮传动系统非线性振动微分方程.通过时变啮合刚度仿真了齿根裂纹故障,进而建立了具有齿根裂纹的非线性动力学故障模型.该模型在计算摩擦力时,考虑了载荷在啮合区的动态分配以及利用齿轮副的检验标准与公差值来确定齿轮副的传递误差.模型数值解的结果与故障特征的规律相符,为频谱机理的分析及故障特征的提取提供了有力的理论依据.     

The spur planetary gear torsional stiffness and its crack sensitivity under quasi-static conditions

The sun–planet and ring–planet tooth mesh stiffness variations and the resulting transmission errors are the main internal vibration generation mechanisms for planetary gear systems. This paper presents the results of torsional stiffness analysis of involute spur planetary gear systems in mesh using finite element methods. A planetary gear model with three planet gears and fixed ring gear and its subsystem models have been developed to study the subsystem and overall torsional stiffnesses. Based on the analysis of torsional mesh stiffness, predictive models for single branch sun–planet–ring and overall planetary gear torsional stiffnesses have been proposed. A crack coefficient was introduced to the sun–planet and ring–planet meshes to predict the effect and sensitivity of changes to the overall torsional mesh stiffness. The resulting mesh stiffness crack sensitivity of the overall gear system was analysed under quasi-static conditions. It was found that the carrier arm stiffness has great influence on the crack sensitivity while the overall stiffness was most sensitive to the crack on the sun–planet mesh.     

斜齿轮动力学建模中啮合刚度处理与对比验证

为准确建立斜齿轮动力学模型,更好分析斜齿轮系统振动特性,提出基于轮齿承载接触分析、考虑齿轮轴扭转变形的轮齿啮合刚度计算方法。分析国内文献普遍采用的基于啮合刚度分解建立斜齿轮动力学模型,指出其与理论力学相悖之处,提出基于力、振动位移分解法建立综合考虑时变啮合刚度激励、啮入冲击激励的斜齿轮啮合型弯-扭-轴耦合振动模型。以某斜齿轮副为例进行的仿真计算结果表明,基于承载接触分析的轮齿啮合刚度计算方法能准确、方便求得轮齿啮合刚度,文献[8]动力学响应结果与理论实际存在明显差别,而基于力、振动位移分解法的响应则能与理论实际较好吻合。     

带齿轮副船舶推进轴系动态响应仿真研究

为更好分析及准确判断船用齿轮箱故障,以某江海直达货船推进轴系为研究对象,建立带齿轮副推进轴系的扭转振动模型,运用齿轮副时变啮合刚度理论计算方法,分析齿轮副在故障态下啮合刚度的变化,拓展传统推进轴系瞬态响应计算。基于有限元分析与信号处理软件得到考虑时变啮合刚度时正常态与故障态下带齿轮箱推进轴系瞬态响应频谱,并分析频谱中故障频率的成分与特点,为完整推进轴系齿轮副故障分析提供依据。     

Effects of gear center distance variation on time varying mesh stiffness of a spur gear pair

Gear center distance variation is one of the most common defects of gear transmission systems. The changes in the gear center distance as well as other faults (e.g. tooth crack, pitting) have a direct influence on the Time Varying Mesh Stiffness (TVMS) which further modifies gear vibration behaviors. Accurately estimating gear TVMS under fault conditions is crucial in gear vibration dynamic simulation. Common methods used to evaluate TVMS are generally based on the assumption that the gear pair is perfectly mounted and that all mesh points are at their theoretical positions. This assumption prevents these methods from modeling deviations in gear center distance. To address this shortcoming, this paper proposes a new gear mesh kinematic model that can evaluate the actual contact positions of tooth engagement with time varying gear mesh center distance. With the proposed kinematic model, the actual TVMS of both healthy and cracked gear teeth are computed under conditions of perfect mounting, constant gear center distance deviation, and also time-varying gear center distance. Numerical simulations indicate that gear center distance variation has a significant effect on gear TVMS. Comparison between the effect of multiple faults and summed individual effects on TVMS indicates that the TVMS modification due to multiple-faults do not appear to combine in a linear manner. The proposed model for actual TVMS enables gear system dynamic models to be used to study the effects of assembly errors, gear run-out errors, shaft bending, and bearing deformation on the vibration behavior of gear transmission systems.     

裂纹故障对行星齿轮传动系统动力学特性的影响

针对行星传动装置动态特性复杂、故障率高的问题,拟从动力学角度探索行星传动系统的故障机理。采用改进能量法,仿真分析正常与含裂纹齿轮时变啮合刚度,考虑时变啮合参数影响,运用集中参数法建立了行星齿轮传动系统动力学模型;求解得到了正常与含故障齿轮传动系统动态响应,并对比分析了裂纹故障对动力学特性的影响;通过台架实验,分析了裂纹故障对齿轮动态响应的影响,结合小波分析与EEMD方法对齿轮振动信号进行频谱分析,并对比分析了正常与故障齿轮的频域特性差异,揭示了行星齿轮传动系统的故障机理。研究表明:所建立的动力学模型精度较高,能够很好地描述含故障齿轮传动系统的动力学特性;由于裂纹故障引起传动系统振动的调制效应,导致在齿轮啮合频率附近出现明显边频带,故障齿轮箱的振动能量主要集中在高频段。     

小角度空间交错轴变厚齿轮传动的啮合动态特性研究

为揭示小角度空间交错轴变厚齿轮副的时变啮合特性与非线性动态特性,在精确几何建模的基础上,建立了空间小角度交错轴变厚齿轮传动时变啮合模型,获取其时变啮合刚度与时变传动误差;考虑外部载荷与侧隙变化的影响,采用集中参数法建立了齿轮传动非线性动力学模型,对其系统非线性特征进行了仿真。结果表明外部载荷的增加直接导致了齿轮副啮合刚度、传动误差、动态传动误差和动态啮合力的增加,同时啮合刚度的增加使得系统共振频率增加;侧隙的增加使得系统在轻载下出现与单边、双边冲击耦合的突跳现象,在重载下双边冲击区域变大,动态啮合力增加。     

内激励作用下的单对齿轮振动噪声分析

综合考虑齿轮时变啮合刚度及齿轮误差等内部激励的影响,建立了单对齿轮扭转振动物理模型,采用龙哥库塔法进行求解,得到了齿轮节点位移。分析齿轮几何参数对齿轮啮合的振动噪声的影响,并采用修正Kato公式法对振动产生的噪声进行了定量计算。结果表明该方法可以较好地对齿轮振动所产生的噪声进行定量计算,为齿轮系统的降噪设计奠定了基础。     

汇流传动齿轮-转子-轴承系统非线性动力学分析

考虑齿侧间隙、传动误差和时变啮合刚度等非线性因素,并同时考虑滑动轴承非线性油膜力和齿轮啮合力的耦合影响,建立了汇流传动齿轮-转子-轴承系统的动力学模型。从转速方面出发,研究了齿轮系统的非线性动态响应,分析了齿轮啮合力和非线性油膜力之间的耦合作用,判断了转速变化下的油膜稳定性。结果表明：随着转速变化,系统表现出周期一运动、周期二运动、拟周期运动,混沌等丰富的动力学特性,并发现了拟周期分岔通向混沌的道路;随着转速升高,非线性啮合力和非线性油膜力先后对系统振动起到主要作用;油膜振动通过半频涡动失去了稳定性。     

Simulation of crack propagation in spur gear tooth for different gear parameter and its influence on mesh stiffness

Most of the gear dynamic model relies on the analytical measurement of time varying gear mesh stiffness in the presence of a tooth fault. The variation in gear mesh stiffness reflects the severity of tooth damage. This paper proposes a cumulative reduction index (CRI) which uses a variable crack intersection angle to study the effect of different gear parameters on total time varying mesh stiffness. A linear elastic fracture mechanics based two dimensional FRANC (FRacture ANalysis Code) finite element computer program is used to simulate the crack propagation in a single tooth of spur gear at root level. A total potential energy model and variable crack intersection angle approach is adopted to calculate the percentage change in total mesh stiffness using simulated straight line and predicted crack trajectory information. A low contact ratio spur gear pair has been simulated and the effect of crack path on mesh stiffness has been studied under different gear parameters like pressure angle, fillet radius and backup ratio. The percentage reduction of total mesh stiffness for the simulated straight line and predicted crack path is quantified by CRI. The CRI helps in comparing the percentage variation in mesh stiffness for consecutive crack. From the result obtained, it is observed that the proposed method is able to reflect the effect of different gear parameters with increased deterioration level on total gear mesh stiffness values.     

含裂纹故障的齿轮系统动力学特性研究及其故障特征分析

考虑齿轮的时变啮合刚度、传动误差和轴承支撑刚度的影响,建立含齿根裂纹故障的齿轮系统多自由度力学模型,基于动力学方法对其故障机理进行研究。通过材料力学的方法计算齿轮在正常和含裂纹两种情况下的啮合刚度,对比两种刚度曲线的变化趋势,便于进行精确的动力学特性分析;对建立的模型求解系统的动态响应,结果表明当齿根存在裂纹时,其时域波形中会出现周期性的冲击现象,频谱中在啮合频率的基频及其倍频等地方形成一系列等间隔的边频谱线,其间隔大小等于故障齿轮的转频;这些边频成分幅值较低,能量分散且分布不均匀,在不同频带的幅值大小存在差异。针对上述特点,通过正交小波包方法对信号的频带进行分解,应用倒频谱分析各子频带信号的边频成分;结果表明,该方法能够有效的提高信号的信噪比,有助于识别和提取信号中由裂纹故障引起的边频成分。     

Frequency spectrum and vibration analysis of high speed gear-rotor system with tooth root crack considering transmission error excitation

A finite element node dynamic model of gear-rotor-bearing system with different lengths of crack by taking the time-varying mesh stiffness, backlash, transmission error excitation, flexible shaft and supporting bearing into account is proposed. The time-varying mesh stiffness of gear-pair with cracked tooth is obtained by applying the improved potential energy method. Due to the periodic features of the dynamic responses of the system when the tooth is cracked, the short term component (tooth profile error and tooth pitch error) and long term component (accumulative pitch error) transmission error excitations are introduced, the RMS values, kurtosis values, and frequency spectrum diagrams of the dynamic response with respect to input speed considering different forms of transmission error excitation are gained. The influences of transmission error excitation and crack length on the dynamic responses are investigated. The effectiveness of the RMS value, kurtosis value and frequency spectrum in the judgment of the crack length is analyzed.     

多轴系耦合作用下齿轮系统转子裂纹故障的振动特性研究

为了探究多轴系耦合齿轮系统中的转子裂纹故障与单轴系转子裂纹故障振动响应特性的异同点,基于Jones轴承建模理论,建立滚动轴承的拟静力学模型;利用Timoshenko梁单元建立传动轴的有限元模型;考虑时变啮合刚度、齿轮传递误差、陀螺效应等因素,利用集中参数法建立齿轮副的动力学模型。将轴承、传动轴与齿轮副模型进行集成,建立齿轮系统非线性动力学模型;利用能量释放率理论与应力强度因子为零法分析裂纹转子单元的呼吸效应,利用Newmark-?数值积分法对转子裂纹故障进行动力学仿真,研究转子裂纹故障的振动响应特征。结果表明：与单轴系转子裂纹故障不同,当齿轮系统发生转子裂纹故障时,由于齿轮啮合的引起的耦合效应及转子裂纹引起的呼吸效应,时域响应表现出明显的幅值调制现象,频域中转频及其2倍频幅值增加明显,在啮合频率处伴有明显的边频带。研究结果为齿轮系统转子裂纹故障的监测与诊断提供了理论基础。     

Experimental investigation of spur gear tooth mesh stiffness in the presence of crack using photoelasticity technique

Gear mesh stiffness plays a very important role in gear dynamics and it varies in the presence of gear fault such as crack. The measurement of stress intensity factor can lead to the determination of gear tooth mesh stiffness variation in the presence of crack in a spur gear system. In this paper, the technique of conventional photoelasticity has been revisited to explore the possibility of using it as a supplementary technique to experimentally measure the variation of gear mesh stiffness. An attempt has been made to calculate the variation of mesh stiffness for a pinion having a cracked tooth and a gear tooth with no crack of a spur gear pair. An analytical methodology based on elastic strain energy method in conjunction with total potential energy model has been adopted and implemented within the mesh stiffness calculations. To visualize the state of stress in a structure using finite element and other currently available methods, photoelasticity is considered to be one of the oldest and most developed experimental technique. An experimental methodology based on conventional photo-elasticity technique for computing stress intensity factor (SIF) for cracked spur gear tooth is presented for different single tooth contact position and crack length. The relation between contact position, crack length, crack configuration, SIF and the variation of total effective mesh stiffness have been quantified. Finally, a comparison has been made and the results obtained from finite element method (FEM) based on linear elastic fracture mechanics (LEFM), analytical method and proposed experimental method has been outlined.     

正交面齿轮传动非线性振动特性分析

以正交面齿轮传动系统为研究对象,建立了包含时变啮合刚度、啮合阻尼、齿面误差、齿面摩擦、齿侧间隙、轴承间隙等因素的弯-扭耦合非线性动力学模型,采用4-5阶变步长Runge-Kutta法对系统的无量纲动力学微分方程组进行求解。计算结果表明：在不同转速时系统会出现单周期非谐响应、多周期次谐响应、拟周期响应及混沌响应,并伴随着跳跃现象;随着负载转矩的增大,系统响应呈现混沌-多周期次谐-单周期非谐的变化趋势,轻载时齿轮副易出现单边和双边冲击现象,当载荷增大到一定程度后齿轮副处于无冲击状态;摩擦系数较小时,对系统非线性振动特性影响不大,当其逐渐增大时,系统运动状态由单周期经倍周期分叉进入混沌运动