Planetary gear load sharing of wind turbine drivetrains subjected to non‐torque loads

An analytical formulation was developed to estimate the load‐sharing and planetary loads of a three‐point suspension wind turbine drivetrain considering the effects of non‐torque loads, gravity and bearing clearance. A three‐dimensional dynamic drivetrain model that includes mesh stiffness variation, tooth modifications and gearbox housing flexibility was also established to investigate gear tooth load distribution and non‐linear tooth and bearing contact of the planetary gears. These models were validated with experimental data from the National Renewable Energy Laboratory's Gearbox Reliability Collaborative. Non‐torque loads and gravity induce fundamental excitations in the rotating carrier frame, which can increase gearbox loads and disturb load sharing. Clearance in the carrier bearings reduces the bearing stiffness significantly. This increases the amount of pitching moment transmitted from the rotor to the gear meshes and disturbs the planetary load share, thereby resulting in edge loading. Edge loading increases the likelihood of tooth pitting and planet‐bearing fatigue, leading to reduced gearbox life. Additionally, at low‐input torque, the planet‐bearing loads are often less than the minimum recommended load and thus susceptible to skidding. Copyright © 2014 John Wiley & Sons, Ltd.     

Improving wind turbine drivetrain designs to minimize the impacts of non‐torque loads

Non‐torque loads induced by the wind turbine rotor overhang weight and aerodynamic forces can greatly affect drivetrain loads and responses. If not addressed properly, these loads can result in a decrease in gearbox component life. This work uses analytical modeling, computational modeling and experimental approaches to evaluate two distinct drivetrain designs that minimize the effects of non‐torque loads on gearbox reliability: a modified three‐point suspension drivetrain studied by the National Renewable Energy Laboratory (NREL) Gearbox Reliability Collaborative (GRC) and the Pure Torque® drivetrain developed by Alstom. In the original GRC drivetrain, the unequal planetary load distribution and sharing were present and they can lead to gear tooth pitting and reduce the lives of the planet bearings. The NREL GRC team modified the original design of its drivetrain by changing the rolling element bearings in the planetary gear stage. In this modified design, gearbox bearings in the planetary gear stage are anticipated to transmit non‐torque loads directly to the gearbox housing rather than the gears. Alstom's Pure Torque drivetrain has a hub support configuration that transmits non‐torque loads directly into the tower rather than through the gearbox as in other design approaches. An analytical model of Alstom's Pure Torque drivetrain provides insight into the relationships among turbine component weights, aerodynamic forces and the resulting drivetrain loads. In Alstom's Pure Torque drivetrain, main shaft bending loads are orders of magnitude lower than the rated torque and hardly affected by wind speed, gusts or turbine operations. Copyright © 2014 John Wiley & Sons, Ltd.     

Effects of floating sun gear in a wind turbine's planetary gearbox with geometrical imperfections

This paper addresses the effect of gear geometrical errors in wind turbine planetary gearboxes with a floating sun gear. Numerical simulations and experiments are employed throughout the study. A National Renewable Energy Laboratory 750 kW gearbox is modelled in a multibody environment and verified using the experimental data obtained from a dynamometer test. The gear geometrical errors, which are both assembly dependent and assembly independent, are described, and planet‐pin misalignment and eccentricity are selected as the two most influential and key errors for case studies. Various load cases involving errors in the floating and non‐floating sun gear designs are simulated, and the planet‐bearing reactions, gear vibrations, gear mesh loads and bearing fatigue lives are compared. All tests and simulations are performed at the rated wind speed. For errorless gears, the non‐floating sun gear design performs better in terms of gear load variation, whereas the upwind planet bearing has more damage. In the floating sun gear scenario, the planet misalignment is neutralized by changing the sun motion pattern and the planet gear's elastic deformation. The effects of gear profile modifications are also evaluated, revealing that profile modifications such as crowning improve the effects of misalignment. Copyright © 2014 John Wiley & Sons, Ltd.     

Residual signal feature extraction for gearbox planetary stage fault detection

Faults in planetary gears and related bearings, e.g. planet bearings and planet carrier bearings, pose inherent difficulties on their accurate and consistent detection associated mainly to the low energy in slow rotating stages and the operating complexity of planetary gearboxes. In this work, statistical features measuring the signal energy and Gaussianity are calculated from the residual signals between each pair from the first to the fifth tooth mesh frequency of the meshing process in a multi‐stage wind turbine gearbox. The suggested algorithm includes resampling from time to angular domain, identification of the expected spectral signature for proper residual signal calculation and filtering of any frequency component not related to the planetary stage. Two field cases of planet carrier bearing defect and planet wheel spalling are presented and discussed, showing the efficiency of the followed approach and the possibility of characterizing a fault as localized or distributed. Copyright © 2017 John Wiley & Sons, Ltd.     

On the definition and effect of optimum gear microgeometry modifications for the gearbox of an offshore 10-MW wind turbine

This work develops an optimization algorithm for the definition of gear microgeometry modifications (MGM) on a gearbox belonging to an offshore 10-MW wind turbine. Subsequently, the impact of the gear microgeometry on the performance of gears and bearings is quantified: First, under rated load conditions and, second, accounting for the environmental conditions to estimate the long-term damage. To fulfil this task, a high-fidelity numerical model of the drivetrain is used, which meets the design requirements of the Technical University of Denmark (DTU) 10-MW reference offshore wind turbine. The optimization achieves a uniform distribution of the contact stress along the tooth flank, shifts its maximum value to the central position, and eliminates edge contact. These enhancements increase the gear safety factors. Nevertheless, the most significant improvement concerns planetary bearings, for which optimum gear MGM achieve a homogeneous share of the load among bearings. Moreover, deviations of the microgeometry with respect to the defined optimum are also addressed. In gears, lead slope deviations are counteracted by crowning modifications to restrain the increase of the load offset. Concerning planetary bearings, slope deviations can be beneficial or detrimental depending on whether they overload downwind or upwind planetary bearings, respectively. Finally, accumulated damage to planetary bearings after 20 years of service is assessed. Before MGM, results predict a premature failure of planetary bearings, while optimum MGM extend their predicted life above 20 years by achieving a reduction of the maximum accumulated fatigue damage by a factor of 4.4.     

Identification of loading conditions resulting in roller slippage in gearbox bearings of large wind turbines

The dynamic loads on the rollers inside the bearings of large wind turbine gearboxes operating under transient conditions are presented with a focus on identifying conditions leading to slippage of rollers. The methodology was developed using a multi‐body model of the drivetrain coupled with aeroelastic simulations of the wind turbine system. A 5 MW reference wind turbine is considered for which a three‐stage planetary gearbox is designed on the basis of upscaling of an actual 750 kW gearbox unit. Multi‐body dynamic simulations are run using the ADAMS software using a detailed model of the gearbox planetary bearings to investigate transient loads inside the planet bearing. It was found that assembly and pre‐loading conditions have significant influence on the bearing's operation. Also, the load distribution in the gearbox bearings strongly depends on wind turbine operation. Wind turbine start‐up and shut‐down under normal conditions are shown to induce roller slippage, as characterized by loss of contacts and impacts between rollers and raceways. The roller impacts occur under reduced initial pre‐load on opposite sides of the load zone followed by stress variation, which can be one of the potential reasons leading to wear and premature bearing failures. Copyright © 2017 John Wiley & Sons, Ltd.     

Load sharing behavior analysis method of wind turbine gearbox in consideration of multiple-errors

Conducting a further analysis on loading sharing among compound planetary gear system in wind turbine gearbox, and making a meshing error analysis on the eccentricity error, gear thickness error, base pitch error, assembly error, and bearing error of wind turbine gearbox respectively. In view of the floating meshing error resulting from meshing clearance variation caused by the simultaneous floating of all gears, this paper establishes a refined mathematical model of two-stage power split loading sharing coefficient calculation in consideration of multiple errors. Also obtains the regular curves of the load sharing coefficient and floating orbits of center gears, and conducts a load sharing coefficient test experiment of compound planetary gear system to verify the research results, which can provide scientific theory evidence for proper tolerance distribution and control in design and process.     

Using transfer path analysis to assess the influence of bearings on structural vibrations of a wind turbine gearbox

Noise and vibration issues can be dealt with using several approaches. Using the source–transfer path–receiver approach, a vibration issue could be solved by attenuating the source, modifying the transfer path or by influencing the receiver. Applying this approach on a wind turbine gearbox would respectively correspond with lowering the gear excitation levels, modifying the gearbox housing or by trying to isolate the gearbox from the rest of the wind turbine. This paper uses a combination of multi‐body modelling and typical transfer path analysis (TPA) to investigate the impact of bearings on the total transfer path and the resulting vibration levels. Structural vibrations are calculated using a flexible multi‐body model of a three‐stage wind turbine gearbox. Because the high‐speed mesh is often the main source of vibrations, focus is put on the four bearings of this gear stage. The TPA method using structural vibration simulation results shows which bearing position is responsible for transmitting the highest excitation levels from the gears to the gearbox housing structure. Influences of bearing stiffness values and bearing damping values on the resulting vibration levels are investigated by means of a parameter sensitivity study and are confirmed with the results from the TPA. Because both the TPA and the parameter sensitivity analysis revealed a big influence on radial stiffness for a certain bearing, this was investigated in more detail and showed the big importance of correct axial bearing position. The main conclusions of this paper are that the total vibration behaviour of a wind turbine gearbox can be altered significantly by changing both bearing properties such as stiffness, damping and position, and bearing support stiffness. Copyright © 2014 John Wiley & Sons, Ltd.     

Multibody modelling of varying complexity for modal behaviour analysis of wind turbine gearboxes

In the currently booming market of wind turbines, a clear focus is put on the design of reliable and cost-effective subsystems, such as the gearbox. A requirement for reliable gearbox design calculations is sufficient insight in the dynamics of the entire wind turbine drive train. Since traditional wind turbine design codes reduce the drive train to just a few degrees of freedom, considerable research effort is spent in advanced modelling and simulation techniques to gain more insights in the dynamics at hand. This work focusses on the gearbox modal behaviour assessment by means of three more complex modelling techniques of varying complexity: the purely torsional-, rigid six degree of freedom with discrete flexibility and flexible multibody technique. Both simulation and experimental results are discussed. Typical mode categories for traditional wind turbine gearboxes are defined. Moreover the challenge of the definition of an accurate approach to condense finite element models for representing the flexible components in the flexible multibody models is overcome. Furthermore the interaction between the structural modes of the planet carrier and planetary ring flexibility with the overall gearbox modes is investigated, resulting in the definition of two new mode categories: the planet carrier modes and planetary ring modes.     

Improving wind turbine drivetrain bearing reliability through pre‐misalignment

Improving the reliability of wind turbines (WT) is an essential component in the bid to minimize the cost of energy, especially for offshore wind because of the difficulties associated with access for maintenance. Numerous studies have shown that WT gearbox and generator failure rates are unacceptably high, particularly given the long downtime incurred per failure. There is evidence that bearing failures of the gearbox high‐speed stage (HSS) and generator account for a significant proportion of these failures. However, the root causes of these failure data are not known, and there is therefore a need for fundamental computational studies to support the valuable ‘top down’ reliability analyses. In this paper, a real (proprietary) 2 MW geared WT was modelled to compute the gearbox–generator misalignment and predict the impact of this misalignment upon the gearbox HSS and generator bearings. At rated torque, misalignment between the gearbox and generator of 8500 µm was seen. For the 2 MW WT analysed, the computational data show that the L₁₀ fatigue lives of the gearbox HSS bearings were not significantly affected by this misalignment but that the L₁₀ fatigue lives of the generator bearings, particularly the drive‐end bearing, could be significantly reduced. It is proposed to apply a nominal offset to the generator to reduce the misalignment under operation, thereby reducing the loading on the gearbox HSS and generator bearings. The value of performing integrated system analyses has been demonstrated, and a robust methodology has been outlined. Copyright © 2013 John Wiley & Sons, Ltd.     

Multi‐body modelling and analysis of a planet carrier in a wind turbine gearbox

There have been some recent efforts to numerically model and analyse the wind turbine gearbox. To date, much of the focus has been on increasing model refinement and demonstrating its added value. This paper takes a step back and examines in detail the modelling and analysis of an important wind turbine gearbox component, the planet carrier, in a multi‐body setting. The planet carrier studied in this work comes from the 750 kW wind turbine gearbox used in the National Renewable Energy Laboratory's Gearbox Reliability Collaborative project. The study is performed in two parts. First, the influence of subcomponents mated to the planet carrier in the gearbox assembly is investigated in detail. These components consist of the planet pins, bearings and the main shaft. In the second part of the study, the flexible body modelling of the planet carrier for use in multi‐body simulations is examined through the use of condensed finite element and multi‐body simulation models. Both eigenvalue analyses and time domain simulations are performed. Comparisons are made regarding the eigenfrequencies, categorized mode shapes and the maximum and minimum planet carrier rim deflections from the time domain simulations. The mode shapes are categorized into seven distinct deformation patterns. An actual load case from the dynamometer tests, a 100% rated torque loading, is used in the time domain simulations. The results from this comprehensive study provide an insight into the proper modelling of a wind turbine planet carrier in a multi‐body setting. Copyright © 2012 John Wiley & Sons, Ltd.     

Amplitude modulations in planetary gears

A planetary gear set introduces complicated gear vibration frequency structures, especially in sequentially phased planetary gear sets. Frequency components from a fixed sensor can be enhanced and/or canceled with different planets and ring gear configurations. In this study, an amplitude modulation based formula and simple trigonometric function manipulations are used to reveal the major physical phenomena in a planetary gearbox. The formulation used in this study permits unlimited modulation indices as well as unrestricted planet passing signal responses sensed at fixed transducer locations on the gearbox. Numerical simulations and field examples are given in the end of the paper to validate the analysis. Copyright © 2012 John Wiley & Sons, Ltd.     

基于一维密集连接卷积网络的风电齿轮箱智能故障分类

人工智能技术的飞速发展为现代能源装备的精益化故障诊断与健康管理提供了可能。风电齿轮箱由多个齿轮、轴承组成,且长期在变速、变载荷工况下运行,依靠传统的故障特征提取结合机器学习方法进行故障诊断存在精度低、缺乏智能性等缺点。文章提出了基于一维密集连接卷积网络的风电齿轮箱故障分类方法:将原始振动信号直接送入网络模型,经过密集连接、合成连接与卷积运算,匹配对应的故障类型,迭代训练故障分类模型;振动信号输入模型后的分类结果决定所属故障类别。文章所提出的风电齿轮箱故障分类方法具有诊断流程简单、故障识别率高等特点,多工况试验台故障数据验证了该方法的有效性。     

Investigation of high‐speed shaft bearing loads in wind turbine gearboxes through dynamometer testing

Many wind turbine gearboxes require repair or replacement well before reaching the end of their design life. The most common failure is bearing axial cracks, commonly called white etching cracks (WECs), which typically occur in the inner raceways of the high‐speed parallel‐stage rolling element bearings. Although the root causes of WECs are debated, one theory is that they are related to routine dynamic operating conditions and occasional transient events prevalent in wind turbines that can result in high bearing stress and sliding of the rolling elements. This paper examined wind turbine gearbox high‐speed shaft bearing loads and stresses through modeling and full‐scale dynamometer testing. Bearing outer race loads were directly measured and predicted using a variety of modeling tools in normal operations, misaligned conditions, and transient events particularly prone to bearing sliding. Test data and models of bearing loads were well correlated. Neither operational misalignment due to rotor moments nor static generator misalignment affected the bearing loads when compared with pure‐torque conditions. Thus, it is not likely that generator misalignment is a causal factor of WECs. In contrast, during transient events, the bearings experienced alternating periods of high stress, torque reversals, and loads under the minimum requisite at high rotating speeds while showing indications of sliding, all of which could be related to the formation of WECs.     

On design,modelling, and analysis of a 10‐MW medium‐speed drivetrain for offshore wind turbines

The design of a medium‐speed drivetrain for the Technical University of Denmark (DTU) 10‐MW reference offshore wind turbine is presented. A four‐point support drivetrain layout that is equipped with a gearbox with two planetary stages and one parallel stage is proposed. Then, the drivetrain components are designed based on design loads and criteria that are recommended in relevant international standards. Finally, an optimized drivetrain model is obtained via an iterative design process that minimizes the weight and volume. A high‐fidelity numerical model is established via the multibody system approach. Then, the developed drivetrain model is compared with the simplified model that was proposed by DTU, and the two models agree well. In addition, a drivetrain resonance evaluation is conducted based on the Campbell diagrams and the modal energy distribution. Detailed parameters for the drivetrain design and dynamic modelling are provided to support the reproduction of the drivetrain model. A decoupled approach, which consists of global aero‐hydro‐servo‐elastic analysis and local drivetrain analysis, is used to determine the drivetrain dynamic response. The 20‐year fatigue damages of gears and bearings are calculated based on the stress or load duration distributions, the Palmgren‐Miner linear accumulative damage hypothesis, and long‐term environmental condition distributions. Then, an inspection priority map is established based on the failure ranking of the drivetrain components, which supports drivetrain inspection and maintenance assessment and further model optimization. The detailed modelling of the baseline drivetrain model provides a basis for benchmark studies and support for future research on multimegawatt offshore wind turbines.     

考虑弹流效应的斜齿轮振动仿真与试验

考虑啮合齿面间润滑油黏度对斜齿轮传动振动的影响,根据pyбин推断,建立了啮合齿面的接触模型;考虑润滑油的黏压效应及斜齿轮啮合的特殊性,对接触区诱导压力进行等效变换,推导出斜齿轮传动的弹流润滑振动模型;求解模型,得到润滑油黏度在0.02～0.048,Pa.s内输出轴振动加速度的脉动均方根(RMS)值;通过试验得到在同一工况下输出轴振动加速度值,并绘制其RMS值变化曲线.试验曲线和模型仿真计算结果变化趋势吻合,均表明齿轮的振动随润滑油黏度的减小而增强,验证了模型的正确性,对齿轮传动减振降噪分析设计具有一定参考价值.     

风电机组传动链典型故障特征提取方法

为解决风电机组传动链易发生故障的问题,文章阐述了风电机组齿轮箱特征频率的计算方法和基于振动信号分析的故障特征提取方法。结合实际情况,以行星级齿轮磨损、中间轴小齿轮崩齿、高速轴齿轮崩齿和发电机轴承电腐蚀等典型故障为例,通过齿轮箱特征频率和传动链典型故障振动信号基本特征分析,可较好地完成故障识别。结果表明,采用经典信号处理方法能对上述典型故障进行特征提取,验证了经典方法对单一、明显故障特征提取的有效性,为深入开展传动链故障特征提取方法研究奠定了基础,为风电机组故障检修维护提供了技术支撑。     

Ultimate design load analysis of planetary gearbox bearings under extreme events

This paper investigates the impact of extreme events on the planet bearings of a 5 MW gearbox. The system is simulated using an aeroelastic tool, where the turbine structure is modeled, and MATLAB/Simulink, where the drivetrain (gearbox and generator) are modeled using a lumped‐parameter approach. Three extreme events are assessed: low‐voltage ride through, emergency stop and normal stop. The analysis is focused on finding which event has the most negative impact on the bearing extreme radial loads. The two latter events are carried out following the guidelines of the International Electrotechnical Commission standard 61400‐1. The former is carried out by applying a voltage fault while simulating the wind turbine under normal turbulent wind conditions. The voltage faults are defined by following the guidelines from four different grid codes in order to assess the impact on the bearings. The results show that the grid code specifications have a dominant role in the maximum loads achieved by the bearings during a low‐voltage ride through. Moreover, the emergency brake shows the highest impact by increasing the bearing loads up to three times the rated value. Copyright © 2016 John Wiley & Sons, Ltd.