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NREL Gearbox Reliability Collaborative Experimental Data Overview and Analysis: Preprint

Most turbines in the market today follow a modular configuration comprised of a main shaft, gearbox, high speed shaft, and generator. The gearbox has the important task of increasing the slow rotor speeds to meet the electromechanical requirements of the electromechanical. These gearboxes are commonly composed of a planetary stage and several parallel shaft stages. The planetary, or epicyclical,design of the gearbox is a feature of the design that has many advantages compared to the traditional parallel shaft arrangement. Among these are that higher gear ratios can be achieved in a single stage, they are capable to carrying higher loads, and they require less space than the traditional parallel shaft arrangement. For this reason, planetary gearboxes are commonly used in the first stageof the wind turbine gearboxes. However, planetary stages are more complex than the typical parallel shaft arrangement, and can be affected by deflection in the planet carrier, annulus deformations and bearing clearances. Unanticipated levels of these motions can reduce their life expectancy. This paper gives a brief overview of a subset of the experimental efforts, data, and analysis of the GRCproject focusing on the planet carrier deformation.

17 WIND ENERGY↗

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. Here, 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.

17 WIND ENERGY↗

Wind energy power conversion system reducing gearbox stress and improving power stability

A wind energy power conversion system includes a gearbox, a generator, an AC to DC power converter, a DC link, and a DC to AC power converter, and at least one ultracapacitor module connected in parallel on the DC link. A method of reducing stress on a wind turbine gearbox can be performed by obtaining an unwanted frequency of the wind energy power conversion system gearbox; determining an input torque value on the input shaft of the gearbox as a function of time; determining a frequency of the input torque value; and adjusting a torque on the output shaft of the gearbox based on the unwanted frequency.

Nasiri, Adel↗

Dynamics of a split torque helicopter transmission

A high reduction ratio split torque gear train has been proposed as an alternative to a planetary configuration for the final stage of a helicopter transmission. A split torque design allows a high ratio of power-to-weight for the transmission. The design studied in this work includes a pivoting beam that acts to balance thrust loads produced by the helical gear meshes in each of two parallel power paths. When the thrust loads are balanced, the torque is split evenly. A mathematical model was developed to study the dynamics of the system. The effects of time varying gear mesh stiffness, static transmission errors, and flexible bearing supports are included in the model. The model was demonstrated with a test case. Results show that although the gearbox has a symmetric configuration, the simulated dynamic behavior of the first and second compound gears are not the same. Also, results show that shaft location and mesh stiffness tuning are significant design parameters that influence the motions of the system.

Rashidi, Majid↗

Investigation of Dynamic Force/Vibration Transmission Characteristics of Four-Square Type Gear Durability Test Machines

In this study, design requirements for a dynamically viable, four-square type gear test machine are investigated. Variations of four-square type gear test machines have been in use for durability and dynamics testing of both parallel- and cross-axis gear set. The basic layout of these machines is illustrated. The test rig is formed by two gear pairs, of the same reduction ratio, a test gear pair and a reaction gear pair, connected to each other through shafts of certain torsional flexibility to form an efficient, closed-loop system. A desired level of constant torque is input to the circuit through mechanical (a split coupling with a torque arm) or hydraulic (a hydraulic actuator) means. The system is then driven at any desired speed by a small DC motor. The main task in hand is the isolation of the test gear pair from the reaction gear pair under dynamic conditions. Any disturbances originated at the reaction gear mesh might potentially travel to the test gearbox, altering the dynamic loading conditions of the test gear mesh, and hence, influencing the outcome of the durability or dynamics test. Therefore, a proper design of connecting structures becomes a major priority. Also, equally important is the issue of how close the operating speed of the machine is to the resonant frequencies of the gear meshes. This study focuses on a detailed analysis of the current NASA Glenn Research Center gear pitting test machine for evaluation of its resonance and vibration isolation characteristics. A number of these machines as the one illustrated has been used over last 30 years to establish an extensive database regarding the influence of the gear materials, processes surface treatments and lubricants on gear durability. This study is intended to guide an optimum design of next generation test machines for the most desirable dynamic characteristics.

Kahraman, Ahmet↗

Experimental Study of Split-Path Transmission Load Sharing

Split-path transmissions are promising, attractive alternatives to the common planetary transmissions for helicopters. The split-path design offers two parallel paths for transmitting torque from the engine to the rotor. Ideally, the transmitted torque is shared equally between the two load paths; however, because of manufacturing tolerances, the design must be sized to allow for other than equal load sharing. To study the effect of tolerances, experiments were conducted using the NASA split-path test gearbox. Two gearboxes, nominally identical except for manufacturing tolerances, were tested. The clocking angle was considered to be a design parameter and used to adjust the load sharing of an otherwise fixed design. The torque carried in each path was measured for a matrix of input torques and clocking angles. The data were used to determine the optimal value and a tolerance for the clocking angles such that the most heavily loaded split path carried no greater than 53 percent of an input shaft torque of 367 N-m. The range of clocking angles satisfying this condition was -0.0012 +/- 0.0007 rad for box 1 and -0.0023 +/- 0.0009 rad for box 2. This study indicates that split-path gearboxes can be used successfully in rotorcraft and can be manufactured with existing technology.

Krantz, Timothy L.↗