Survey of Condition Indicators for Condition Monitoring Systems

##plugins.themes.bootstrap3.article.main##

##plugins.themes.bootstrap3.article.sidebar##

Published Sep 29, 2014
Junda Zhu Tom Nostrand Cody Spiegel Brogan Morton

Abstract

Currently, the wind energy industry is swiftly changing its maintenance strategy from schedule based maintenance to predictive based maintenance. Condition monitoring systems (CMS) play an important role in the predictive maintenance cycle. As condition monitoring systems are being adopted by more and more OEM and O&M service providers from the wind energy industry, it is crucial to effectively interpret the data generated by the CMS and initiate proactive processes to efficiently reduce the risk of potential component or system failure which often leads to down tower repair or gearbox replacement. The majority of CMS are designed and constructed based on vibration analysis which has been refined over the years by researchers and scientists. This paper provides detailed description and mathematical interpretation of a comprehensive selection of condition indicators for gears, bearings and shafts. Since different condition indicators are sensitive to different kind of failure modes, the application for each condition indicators were also discussed. The Time Synchronous Averaging (TSA) algorithm was applied as the signal processing method before the extraction of condition indicators for gears and shafts. Time Synchronous Resampling algorithm was applied to stabilize the shaft speed before the extraction of bearing condition indicators. Several case studies of real world wind turbine component failure detection using condition indicators were presented to demonstrate the effectiveness of certain condition indicators.

How to Cite

Zhu, J. ., Nostrand, T. ., Spiegel, C. ., & Morton, . B. . (2014). Survey of Condition Indicators for Condition Monitoring Systems. Annual Conference of the PHM Society, 6(1). https://doi.org/10.36001/phmconf.2014.v6i1.2514
Abstract 1378 | PDF Downloads 887

##plugins.themes.bootstrap3.article.details##

Keywords

Condition Indicator, Condition monitoring system, case study

References
Antoni, J., (2002), Differential Diagnosis of Gear and Bearing Faults. Journal of Vibration and Acoustics, Vol. 124, No. 2, 2002; pp. 165 - 171. http://dx.doi.org/10.1115/1.1456906

Antoni, J., Randall, R.B. (2006), The Spectral Kurtosis: Application to the Vibratory Surveillance and Diagnostics of Rotating Machines, Mechanical Systems and Signal Processing, Vol. 20, No. 2, 2006, pp. 308 - 331.

Barszcz, T. & Randall, R.B. (2009), Application of spectral Kurtosis for Detection a Tooth Crack in the Planetary Gear of a Wind Turbine, Mechanical Systems and Signal Processing, Vol. 23, pp. 1352 – 1365.

Bechhoefer, E., & Kingsley, M. (2009). A Review of Time Synchronous Average Algorithms, Proceedings of the Annual Conference of the Prognostics and Health Management Society, San Diego, CA Sep. 27 – Oct. 1, 2009

Bechhoefer, E (2004), Method and Apparatus For Determining The Health Of A Component Using Condition Indicators, US Patent No. US6728658.

Bechhoefer, E., (2013), An Enhanced Time Synchronous Averaging for Rotating Equipment Analysis, Proceedings for the joint conference: Machinery Failure Prevention Technology 2013 and International Instrumentation Symposium 2013, May 13 – May 17, Cleveland, OH.

Bechhoefer E. & Mayhew E., (2006), Mechanical Diagnostics System Engineering in IMS HUMS, Proceedings of the International IEEE Aerospace Conference, pp. 1 - 8.

Bechhoefer E., (2012), Analysis Algorithms and Diagnostics Results from NRG Systems, Wind Turbine Gearbox Condition Monitoring Round Robin Study – Vibration Analysis, Technical Report, NREL/TP-5000- 54530, July 2012, contract no. DE-AC36-08GO28308

Bonnardot, F., El Badaoui, M., Randall, R.B., Daniere, J, and Guillet, F., 2005, Use Of The Acceleration Signal Of a Gearbox in Order To Perform Angular Resampling (With Limited
Speed Fluctuation), Mechanical Systems and Signal Processing, Vol. 19, No. 4, pp. 766 – 785.

Braun S., (2011), The Synchronous (Time Domain) Average Revisited, Mechanical Systems and Signal Processing, Vol. 25, pp. 1087 - 1102.

Combet, F., & Gelman, L., (2010), Novel Adaptation of the Demodulation Technique for Gear Damage Detection to the Variable Amplitude of Mesh Harmonics, Mechanical Systems and Signal Processing, Vol. 25, pp. 839 - 845.

Combet, F., & Gelman, L., (2007), An automated methodology for performing time synchronous averaging of a gearbox signal without speed sensor, Mechanical Systems and Signal Processing, Vol. 21, issue 6, August 2007, pp. 2590 - 2606.

Crabtree C., Zappala D. & Tavner P., (2014), Survey of Commercially Available Condition Monitoring Systems for Wind Turbines, Technical Report, Durham University School of Engineering and Computing Sciences and the SUPERGEN Wind Energy Technologies Consortium.

Decker H., & Zakrajsek J., (1999), Comparison of Interpolation Methods as Applied to Time Synchronous Averaging, NASA/TM – 1999 – 209086, ARL – TR – 1960.

Dempsey, P., (2000), A Comparison of Vibration and Oil Debris Gear Damage Detection Methods Applied to Pitting Damage, Proceedings of the 13th International Congress on Condition Monitoring and Diagnostic Engineering Management, December 3 - 8, 2000, Houston, Texas. NASA/TM-2000-210371. Cleveland, OH: National Aeronautics and Space Administration (NASA), Glenn Research Center, 2000; 18 pp.

Dempsey P., Afjeh A., (2002), Integrating Oil Debris and Vibration Gear Damage Detection Technologies Using Fuzzy Logic, International 58th Annual Forum and Technology Display, Quebec (Canada), Junda 11 – 13, 2002.

Felten, D., 2003, Understanding bearing vibration frequencies, Mechanical Field Service Department, L&S Electric, Inc., Schofield, Wisconsin, pp. 1 – 3.

Germanischer Lloyd. (2007), Guidelines for the Certification of Condition Monitoring Systems for Wind Turbines, Hamburg, Germany, 2007.

Hochmann, D. & Sadok, M. (2004), Theory of Synchronous Averaging, Proceedings of the 2004 IEEE Aerospace Conference, March 6 - 13, 2004, Big Sky, Montana. Washington, DC: IEEE, 2004; pp. 3636 - 3653.

Jardine, A.K.S., Lin D., & Banjevic D., (2006), A Review on Mahinery Diagnostics and Prognostics Implementing Condition-based Maintenance, Mechanical Systems and Signal Processing, Vol. 20, pp. 1483 – 1510.

LaCava, W., van Dam, Jeroen., McNiff, B., Sheng, S., Wallen, R., McDade, M., Lambert, S., & Butterfield, S., (2011), Gearbox Reliability Collaborative Project Report: Findings from Phase 1 and Phase 2 Testing. NREL/TP-5000-51885. Golden, CO: National Renewable Energy Laboratory, June 2011.

Lebold, M., McClintic K., Campbell, R., Byington C., & Maynard K. (2000), Review of Vibration Analysis Methods For Gearbox Diagnostics and Prognostics, Proceedings of the 54th meeting of the Society for Machine Failure Technology, Virginia Beach, VA, May 1 – 4, 2000, pp. 623 – 634.

Mba, D. and Rao, R., (2006), Development Of Acoustic Emission Technology For Condition Monitoring And Diagnosis Of Rotating Machines; Bearings, Pumps, Gearboxes, Engines And Rotating Structures, The Shock and Vibration Digest, Vol. 38, No. 1, pp. 3 – 16.

McFadden P.D., (1986), Detecting Fatigue Cracks in Gears by Amplitude and Phase Modulation Of The Meshing Vibration, ASME Journal of Vibration, Acoustics, Stress, and
Reliability in Design, Vol. 108, pp. 165 - 170.

McFadden, P.D., (1987), A Revised Model For The Extraction Of Periodic Waveforms By Time Domain Averaging, Mechanical Systems and Signal Processing, Vol. 1, No. 1, pp. 83 –
95.

McFadden, P.D., (1991), A Technique For Calculating The Time Domain Averages Of The Vibration Of The Individual Planet Gears And The Sun Gear In An Epicyclic Gearbox, Journal of Sound and Vibration, Vol. 144, No. 1, pp. 163 – 172.

McFadden, P.D.; Smith, J.D., (1984), Vibration Monitoring of Rolling Element Bearings by the High-Frequency Resonance Technique - A Review, Tribology International, Vol. 17, No. 1, pp. 3 - 10.

McFadden, P., & Smith, J. (1985), A Signal Processing Technique for Detecting Local Defects in a Gear from a Signal Average of the Vibration., Proceedings of the Institution of

Mechanical Engineers, Part C: Journal of Mechanical Engineering Science, Vol. 199, No. 4, 1985; pp. 287 - 292.

McFadden, P. D. and Toozhy, M. M., (2000), Application Of Synchronous Averaging To Vibration Monitoring Of Rolling Element Bearings, Mechanical Systems and Signal Processing, Vol. 14, No. 6, pp. 891 – 906.

Randall, R.B., (2011), Vibration-based Condition Monitoring: Industrial, Aerospace and Automotive Applications, Wiley Publication, ISBN-13: 978- 0470747858, ISBN-10: 0470747854

Randall, R.B., Antoni, J., (2011), Rolling Element Bearing Diagnostics-A Tutorial, Mechanical Systems and Signal Processing, Vol. 25, No. 2, 2011; pp. 485 - 520.

Sawalhi N., Randall R., & Forrester D., (2012), Techniques for Separation and Enhancement of Various Components in the Analysis of Wind Turbine Vibration Signals, Wind Turbine
Gearbox Condition Monitoring Round Robin Study – Vibration Analysis, Technical Report, NREL/TP-5000-54530, July 2012, contract no. DE-AC36-08GO28308.

Sharma S. & Mahto D., (2013), Condition Monitoring of Wind Turbines: A Review, International Journal of Scientific Engineering Research, Vol. 4, Issue 8, PP. 35 – 50, August, 2013, ISSN 2229 – 5518.

Sheldon J., Watson M., Mott G. & Lee H., (2012), Combining Novel Approaches with Proven Algorithms for Robust Wind Turbine Gearbox Fault Detection, Wind Turbine Gearbox Condition Monitoring Round Robin Study – Vibration Analysis, Technical Report, NREL/TP-5000-54530, July 2012, contract no. DE- AC36-08GO28308

Sheng, S. (2012). Wind Turbine Gearbox Condition Monitoring Round Robin Study – Vibration Analysis, Technical Report, NREL/TP-5000-54530, July 2012, contract no. DE-AC36-08GO28308

Sheng, S. (2011), Investigation of Various Condition Monitoring Techniques Based on a Damaged Wind Turbine Gearbox., Proceedings of the 8th International Workshop on Structural Health Monitoring, 13-15 September 2011, Stanford, CA. NREL/CP-5000-51753. Golden, CO: National Renewable Energy Laboratory, 2011.

Siegel D., Lee J., & Dempsey P., (2014), Investigation and Evaluation of Condition Indicators, Variable Selection, and Health Indication Method and Algorithms for Rotorcraft Gear Components, Proceedings of the Machine Failure Prevention Technology Conference 2014, Virginia Beach, VA, May 20 – 22.

Siegel D., Zhao W., Lapira E., AbuAli M., & Lee J., (2012), Review and Application of Methods and Algorithms in Wind Turbine Gearbox Fault Detection, Wind Turbine Gearbox Condition Monitoring Round Robin Study – Vibration Analysis, Technical Report, NREL/TP-5000- 54530, July 2012, contract no. DE-AC36-08GO28308.

Spectra Quest Tech Note. (2006), Analyzing Gearbox Degradation Using Time-Frequency Signature Analysis, March, 2006.

Vecer, P., Kreidl, M., &Smid, R. (2005), Condition Indicators for Gearbox Condition Monitoring Systems. ACTA Polytechnica. Vol. 45, No. 6, pp. 35 – 43.
Section
Technical Research Papers