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.     

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.     

Modelling and analysis of floating spar‐type wind turbine drivetrain

This paper studies the drivetrain dynamics of a 750 kW spar‐type floating wind turbine (FWT). The drivetrain studied is a high‐speed generator, one‐stage planetary, two‐stage parallel and three‐point support type. The response analysis is carried out in two steps. First, global aero‐hydro‐elastic‐servo time‐domain analyses are performed using HAWC2. The main shaft loads, which include the axial forces, shear forces and bending moments, are obtained in this integrated wind–wave response analysis. These loads are then used as inputs for the multi‐body drivetrain time‐domain analyses in SIMPACK. The investigations are largely based on comparisons of the main shaft loads and internal drivetrain responses from 1 h simulations. The tooth contact forces, bearing loads and gear deflections are the internal drivetrain response variables studied. The comparisons are based on the mean values, standard deviations and maximum values extrapolated using a 10 ^{? 5} up‐crossing rate. Both operational and parked conditions are considered. The investigation consists of three parts. First, the responses are compared between the FWT and its equivalent land‐based version. Second, the contributions from the main shaft loads (shear forces, axial forces and bending moments) and nacelle motions are investigated individually. Third, an improved four‐point support (4PT) system is studied and compared against the original three‐point support system for the FWT. The results show that there are general increases in the standard deviations of the main shaft loads and internal drivetrain responses in the FWT. In addition, these increases are a result of the increased main shaft loads in the FWT, especially the non‐torque loads. Last, the 4PT system, when applied to a FWT drivetrain, significantly reduces the tooth contact forces and bearing loads in the low‐speed stage, but this result comes at the expense of increased main bearing radial loads. Copyright © 2013 John Wiley & Sons, Ltd.     

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.     

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.     

Open‐loop frequency response analysis of a wind turbine using a high‐order linear aeroelastic model

Wind turbine controllers are commonly designed on the basis of low‐order linear models to capture the aeroelastic wind turbine response due to control actions and disturbances. This paper characterizes the aeroelastic wind turbine dynamics that influence the open‐loop frequency response from generator torque and collective pitch control actions of a modern non‐floating wind turbine based on a high‐order linear model. The model is a linearization of a geometrically non‐linear finite beam element model coupled with an unsteady blade element momentum model of aerodynamic forces including effects of shed vorticity and dynamic stall. The main findings are that the lowest collective flap modes have limited influence on the response from generator torque to generator speed, due to large aerodynamic damping. The transfer function from collective pitch to generator speed is affected by two non‐minimum phase zeros below the frequency of the first drivetrain mode. To correctly predict the non‐minimum phase zeros, it is essential to include lateral tower and blade flap degrees of freedom. Copyright © 2013 John Wiley & Sons, Ltd.     

Evaluation of PMSG‐based drivetrain technologies for 10‐MW floating offshore wind turbines: Pros and cons in a life cycle perspective

This paper presents an in depth evaluation and comparison of three different drivetrain choices based on permanent‐magnet synchronous generator (PMSG) technology for 10‐MW offshore wind turbines. The life cycle approach is suggested to evaluate the performance of the different under consideration drivetrain topologies. Furthermore, the design of the drivetrain is studied through optimized designs for the generator and gearbox. The proposed drivetrain analytical optimization approach supported by numerical simulations shows that application of gearbox in 10‐MW offshore wind turbines can help to reduce weight, raw material cost, and size and simultaneously improve the efficiency. The possibility of resonance with the first torsional natural frequency of drivetrain for the different designed drivetrain systems, the influence of gear ratio, and the feasibility of the application for a spar floating platform are also discussed. This study gives evidence on how gearbox can mitigate the torque oscillation consequences on the other components and how the latter can influence the reliability of drivetrain.     

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.     

Coupled multi-body dynamics and CFD for wind turbine simulation including explicit wind turbulence

A high fidelity approach for wind turbine aero-elastic simulations including explicit representation of the atmospheric wind turbulence is presented. The approach uses a dynamic overset computational fluid dynamics (CFD) code for the aerodynamics coupled with a multi-body dynamics (MBD) code for the motion responses to the aerodynamic loads. Mann's wind turbulence model was implemented into the CFD code as boundary and initial conditions. The wind turbulence model was validated by comparing the theoretical one-point spectrum for the three components of the velocity fluctuations, and by comparing the expected statistics from the CFD simulated wind turbulent field with the explicit wind turbulence inlet boundary from Mann model. Extensive simulations based on the proposed coupled approach were conducted with the conceptual NREL 5-MW offshore wind turbine in an increasing level of complexity, analyzing the turbine behavior as elasticity, wind shear and atmospheric wind turbulence are added to the simulations. Results are compared with the publicly available simulations results from OC3 participants, showing good agreement for the aerodynamic loads and blade tip deflections in time and frequency domains. Wind turbulence/turbine interaction was examined for the wake flow. It was found that explicit turbulence addition results in considerably increased wake diffusion. The coupled CFD/MBD approach can be extended to include multibody models of the shaft, bearings, gearbox and generator, resulting in a promising tool for wind turbine design under complex operational environments.     

Power generation control of a hydrostatic wind turbine implemented by model‐free adaptive control scheme

The hydrostatic wind turbine (HWT) is a type of wind turbine that uses hydrostatic transmission (HST) drivetrain to replace the traditional gearbox drivetrain. Without the fragile and expensive gearbox and power converters, HWT can potentially reduce the maintenance costs owing to the gearbox and power converter failures in wind power system, especially in offshore cases. We design an MFAC torque controller to regulate the pump torque of the HWT and compared with an torque controller. Then we design an MFAC pitch controller to stabilise the rotor speed of HWT and compared with a gain‐scheduling proportional‐integral (PI) controller and a gain‐scheduling PI controller with antiwindup (PIAW). The results indicate that MFAC torque controller provides more effective tracking performance than the controller and that MFAC pitch controller shows better rotor speed stabilisation performance in comparison with the gain‐scheduling PI controller and PIAW.     

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.     

Fatigue load computation of wind turbine gearboxes by coupled finite element,multi‐body system and aerodynamic analysis

The main concern of the present publication is the computation of dynamic loads of wind turbine power trains, with particular emphasis on planetary gearbox loads. The applied mathematical approach relies on a non‐linear finite element method, which is extended by multi‐body system functionalities, and aerodynamics based on the blade element momentum theory. Copyright © 2007 John Wiley & Sons, Ltd.     

Wind turbine main‐bearing loading and wind field characteristics

This paper investigates the relationship between wind turbine main‐bearing loads and the characteristics of the incident wind field in which the wind turbine is operating. For a 2‐MW wind turbine model, fully aeroelastic multibody simulations are performed in 3D turbulent wind fields across the wind turbine's operational envelope. Hub loads are extracted and then injected into simplified drivetrain models of three types of main‐bearing configuration. The main‐bearing reaction loads and load ratios from the simplified model are presented and analysed. Results indicate that there is a strong link between wind field characteristics and the loading experienced by the main bearing(s), with the different bearing configurations displaying very different loading behaviours. Main‐bearing failure rates determined from operational data for two drivetrain configurations are also presented.     

Investigation of data fusion applied to health monitoring of wind turbine drivetrain components

The research described was performed with diagnostic tools used to detect damage to dynamic mechanical components in a wind turbine gearbox. Different monitoring technologies were evaluated by collecting vibration and oil‐debris data from tests performed on both a ‘healthy’ gearbox and a damaged gearbox that were mounted on a dynamometer test stand at the National Renewable Energy Laboratory (NREL). The damaged gearbox tested had been removed from the field after it experienced component damage because of two events that resulted in the loss of oil. The gearbox was re‐tested under controlled conditions by using the NREL dynamometer test stand. Preliminary results indicate that oil‐debris and vibration data can be integrated to improve the assessment of the health of the wind turbine gearbox. Copyright © 2012 John Wiley & Sons, Ltd.     

Sources of time‐varying contact stress and misalignments in wind turbine planetary sets

Recent data shows that 90% of large wind turbines include a gearbox, and industry forecasts expect this figure to remain relatively stable. With global annual volumes (2009) of around 18,600 units, the quality, cost and performance of gearboxes is of paramount importance to the wind sector. The industry has been focusing some attention on gearbox reliability, as demonstrated by a growth in the number of specific seminars and collaborative programs on this topic. One aspect that needs to be brought to an industry‐wide forum is the understanding of the complexity of bearing design in the gearbox and the careful attention that needs to be paid to ensure a reliable gearbox design. This paper seeks to address this issue by clear demonstration of design issues using a model of the gearbox from the National Renewable Energy Lab's Gearbox Reliability Collaborative. Detailed models are presented with focus on determining the quality of the function of the planetary gear stages. Key design drivers are discussed such as the quality of alignment at the gears and bearings and the loads and stresses seen on these components. Under a design load case with a significant rotor off‐axis moment the stresses in the planet gears and bearings are investigated. It is shown how the misalignment of the planet pins varies with the rotation of the planetary set and how subsequently time‐varying contact stresses and load distributions occur in the planet gears and bearings. These factors strongly influence the fatigue life of the gearbox components as well as the level of vibration. Design tools are then used to demonstrate how small variations in the clearances of the planet carrier bearings can have a big effect on the quality of the design. Numerical studies show where optimal clearance settings lie and how the misalignment of the planetary set can be improved. Furthermore, a demonstration is made of how redesign of the bearing arrangement and subsequent optimization of the planet tooth geometry further improves the misalignment and results in significantly reduced time‐varying contact stresses, better load distribution and reduced vibration. It is illustrated that small clearances, such as in the carrier bearings, can have a large effect on the performance of the design and a study shows how to identify and reduce time‐varying misalignment and contact stresses resulting in lower vibration, lower fatigue and a more reliable product. Copyright © 2011 John Wiley & Sons, Ltd.     

Isogeometric based framework for aeroelastic wind turbine blade analysis

A framework based on isogeometric analysis is presented for parametrizing a wind turbine rotor blade and evaluating its response. The framework consists of a multi‐fidelity approach for wind turbine rotor analysis. The aeroelastic loads are determined using a low‐fidelity model. The model is based on isogeometric approach to model both the structural and aerodynamic properties. The structural deformations are solved using an isogeometric formulation of geometrically exact 3D beam theory. The aerodynamic loads are calculated using a standard Blade Element Momentum(BEM) theory. Moreover, the aerodynamic loads calculated using BEM theory are modified to account for the change in the blade shape due to blade deformation. The aeroelastic loads are applied in finite element solver Nastran, and both the stress response and buckling response are extracted. Furthermore, the capabilities of Nastran are extended such that design dependent loads can be applied, resulting in correct aeroelastic sensitivities of Nastran responses, making this framework suitable for optimization. The framework is verified against results from the commercial codes FAST and GH Bladed, using the NREL 61.5m rotor blade as a baseline for comparison, showing good agreement. Copyright © 2016 John Wiley & Sons, Ltd.     

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.     

计及齿轮全柔性的风电机组传动链有限元建模及扭振特性分析

大功率风电机组传动链关键部件柔性直接影响机组扭振特性及疲劳寿命,提出考虑齿轮柔性与啮合柔性的传动链有限元建模及扭振特性分析。首先,基于实际双馈风电机组传动链结构、材料属性与几何参数,考虑齿轮箱内齿轮柔性与齿轮啮合柔性,结合叶片、轮毂、主轴和发电机转子,建立风电机组传动链多柔体有限元模型。其次,基于有限元模态分析理论,提出一种基于矢量位移云图筛选扭振频率的分析方法,获取计及齿轮全柔性影响的风电机组中、低频范围的扭振模态,并与不同传动链模型结果进行比较,验证该文所建模型的有效性。最后,分别分析不同齿轮柔性和齿轮啮合柔性对传动链扭振频率和模态的影响。结果表明,该文所建模型不仅能反映传动链扭振固有的低频频率,而且能反映弯扭耦合产生的中频扭振频率,且相比齿轮啮合柔性,齿轮柔性系数影响传动链高频扭振特性明显。