The skyrocketing costs of crude oil and natural gas have had many effects on lubricant
requirements. One of these is the growing demand for wind turbines as generators of electricity
from renewable resources.
During the last 20 years, manufacturers of gearboxes and gear oils used in wind turbines have expended a
great deal of effort to design and develop the best products. Unfortunately, all of their excellent work appears
to be in jeopardy as a result of poor monitoring and maintenance by wind turbine owners.
Banning, Calif.-based Frontier Pro Services conducted an informal survey of approximately 75 wind farm
operators in the United States. The survey revealed potentially serious threats to wind farms due mainly to an
industrywide shortage of qualified turbine technicians.
Many wind farm operations and maintenance teams are so resource constrained that they are barely able to
keep up with unscheduled maintenance repairs. Even regularly scheduled preventative maintenance such as
gearbox lubrication and oil changes are falling behind. It has also been reported that some wind farm
operators do not want third-party companies to do the work for them as they want to keep control of the
maintenance.
Gearbox failures account for the largest amount of downtime, maintenance and loss of power production for
wind farm operators. Failures can total between 15%-20% of the price of the turbine itself. According to
Frontier Pro Services, most gearboxes Fail as a direct result of improper lubrication and lack of routine
maintenance. Most gearbox failures are preventable, which should make wind turbine gearbox maintenance a
high priority.
In any gearbox, if the gear oil is not properly monitored and replaced as needed, bearing and gear wear will
lead to more serious and costly damage to the drivetrain. For example, when a $1,500 wind turbine gearbox
bearing fails unnoticed, it can lead to an electricity production loss and the unscheduled replacement of a
$500,000 gearbox and a crane cost of up to $70,000 to access the failed components.
Routine and simple fluid analysis can save the typical wind farm operator thousands of dollars in repair
work, provided, of course, they have the technicians available to perform the work.
Costa Mesa, Calif.-based Varelube Systems, Inc., supplies lubrication and hydraulic systems and other
equipment to wind farm operators in the U.S. They also represent two companies that manufacture
diagnostics equipment for monitoring oil in wind turbines. However, the wind farm market has been
unreceptive to this concept, citing the cost per unit to add monitoring technology
. It is difficult to understand why a wind farm operator would buy a $2 million wind turbine and not be
interested in understanding the condition of the oil in the most expensive item in the machine-the gearbox.
Apparently they are willing to pay $500,000 to replace the gearbox and put in a crane but have no interest in
oil monitoring technology.
According to Varelube, some wind farm operators are afraid to admit they have experienced any equipment
failures or what they were. Gearbox and wind turbine manufacturers are reluctant to reveal how many
gearboxes have failed or how much money they have allocated for warranty claims.
Frontier Pro Services believes that with so many wind turbines behind on inspections and regular service,
there is real cause for concern. Clearly, a shortage of trained technicians, a lack of routine gearbox and gear
oil monitoring and a reluctance to install automated monitoring equipment could be storing up significant
problems for the future.
If the service life of a wind turbine is intended to be 30 years, gearbox failures every 10 years or so could
seriously impact the economics of generating electricity using wind power.
Component/Material Permanent Pre stressed Steel Aluminum Copper Glass Wood Carbon Filament
Rotor
Hub 95-100 5
Blade 5 95 95 95
Nacelle 17 65-80 3-4 14 1-2
Gear Box 98-100 0-2 <1-2
Generator 50 20-65 30-35
Frame, Machinery 85-74 9-50 4-12 3-5
& Shell
Tower 2 98 2
"What's happening right now will be the future of the gear industry because of the number of units that will
be manufactured and installed with a main purpose of achieving longer life," says N.K. Chinnusamy,
president of Excel Gear Inc. "One way to achieve long life is new technology and computer tools that
optimize the geometry of the gears and, for example, optimized root fillet geometry that improves both life
and load carrying capacity."
One objective is to make components lighter, and new materials being developed will help achieve that goal.
Developments with surface finish such as REM technology and electro polishing, some of which are being
used in the racing industry, are having some real significant impact in gear life.
Chinnusamy says there are many challenges in machining gears for wind turbines. Gears for wind turbine
applications are typically large in diameter and have wide face widths, requiring very exacting material
composition and heat-treatment processing. The gear design must be optimized to insure low rolling
resistance and long life, to minimize costs of maintenance, down time, and repair of the gear box assemblies
once they have been commissioned in the field. Every step in the manufacturing phase of these gears must be
carefully processed, documented and controlled to achieve the high quality, consistency, accuracy and
reliability that is demanded for operation in these environments.
The use of carburized steel for these gears is common and the associated heat treatments and stress-relief
operations have to be exacting to minimize part distortion and growth, as well as to achieve the proper
metallurgical properties required. Often, a preheat treatment of the forging or bar stock is necessary on large
gears to minimize part distortion.
Chinnusamy says heat treatment can cause cracks, so careful processing with predetermination of stock
allowance for grinding and final case depth must be considered. Inspection for cracks with magnetic particle
inspection and for grinding burns utilizing nital etching is an important inspection tool. Plus, off center
crown grinding of the tooth geometry may be needed to properly distribute the load on the gear teeth.
To efficiently make gears for this application, Chinnusamy says there are often modifications needed in the
tooling. Rigid, heavy-duty hobbing machines are needed for the coarse pitch gears, using roughing hobs or
gear milling (gashing) cutters. Likewise, coarse pitch diamond dressing rolls and special grinding wheel
abrasives are required for the large, high-accuracy gear grinders to produce efficient, accurate results and to
prevent grinding burns and cracks.
Cutting fluids used must have the proper viscosity, the right amount of extreme pressure additives, and must
be directed to the exact location of the work piece and cutting tool interface to maximize results. These fluids
have to be routinely sampled and adjusted for optimum results.
In building the gearbox, it's also important to establish the correct bearing clearances/preloads and proper
gearbox operating temperature that is critical to long life. Sophisticated measuring techniques with bearing
inspection gages can only insure these results. The type and method of lubrication and proper sealing weighs
heavily on the performance of a gearbox. The verification of gearbox performance through computerized
analysis and testing is a crucial step to insuring long life.
"The critical factor here, as with all similar power transmission applications, is that the gears are properly
designed and manufactured," says Chinnusamy. "The other mechanical components that make up the
assembly, along with the gearing, must be applied and designed so the overall system performance does not
have any shortcomings that could affect the performance and life of the unit."
Wind Turbine
Wind energy is a converted form of solar energy. A wind energy
system transforms the kinetic energy of the wind into mechanical or
electrical energy that can be harnessed for practical use. Mechanical
energy is most commonly used for pumping water in rural or remote
locations. Wind electric turbines are used to generate electricity.
When the rotor rotates, the load on the main shaft is very heavy. It runs with approximate 22
revolutions per minute but generator has to go a lot faster. It cannot use the turning force to
increase the number of revolutions and that is why wind turbine uses gear to increase the
speed.
Worm gears - Are used to drive the toothed wheel rim on the yaw bearing of the turbine.
Bevel gears - Used to redirect the shaft from the horizontal gas turbine engine to the vertical
rotor.
Pinion gears - Are used for accuracy evaluation and for grind temper testing.
It is important to monitor the different components of the offshore wind turbines to limit and
avoid damage and downtime. Gearbox should be closely monitored by measuring the noise
level, visually monitoring, by measuring its vibration and by analysing the oil serving as
lubrication during service checks
Helical Gears
Helical gears connect parallel shifts but the involute teeth are cut at
an angle to the axis of rotation. Two mating helical gears must have
equal helix angle but opposite hand. They run smoother and more
quietly. They have higher load capacity, are more expensive to manufacture and create axial
thrust.
Helical gears can be used to mesh two shafts that are not parallel and can also be used in a
crossed gear mesh connecting two perpendicular shafts. They have longer and strong teeth.
They can carry heavy load because of the greater surface contact with the teeth. The
efficiency is also reduced because of longer surface contact. The gearing is quieter with less
vibration.
• Textile industry
• Blowers
• Feeders
• Rubber and plastic industry
• Sand mullers
• Sugar industry
• Rolling mills
• Food industry
• Elevators, conveyors, cutters
• Compressors
• Oil industry etc.
Worm Gears
A worm gear is an inclined plane wrapped around a central axle. It is a gear
with one or more teeth in the form of screwed threads.
Worm gears are made of two parts: the pinion and the worm gear. The pinion
has small number of teeth and they wrap around the pitch cylinder. The worm
gear has concave faces to fit the curvature of the worm in order to provide line of contact instead of point of
contact. They are cut helically for better mating. Worm gears can provide a high angular velocity between
non-intersecting shafts at right angles. They are capable of transmitting high tooth loads, the only
disadvantage is the high sliding velocities across the teeth. They provide ultimate power ratio.
Worm gears work under difficult conditions, presenting unique lubrication demands. The types of oils most
commonly used to lubricate worm gears are compounded mineral oils, EP mineral gear oils and synthetics.
• Single throated- has concave helical teeth wrap around the worm. This leads to line contact.
• Double throated- called a cone or hourglass. It has concave teeth both on the worm and helical gear.
Applications
Worm gears are widely used in packaging machinery, material handling, machine tools, indexing and food
processing. They are used widely in conveyor systems. They are also used in torsen differential, used on
some high-performance cars and trucks. They serve as speed reducers in many different industries.
Bevel Gears
Pinion Gears
Pininon gear is a small cogwheel. The teeth fit into a larger gear wheel.
Rotational motion is converted into linear motion when the pinion turns and
moves the rack. Pinion gears are engineered to be the best gears and hence very
popular in various industrial applications.
Materials of Construction
The gears are constructed from materials like
• Cast iron
• Steel
• Aluminum
• Bronze
• Carbon steel
• Hardened steel
• Working Principle
•
•
Law of gearing
A primary requirement of gears is the constancy of angular velocities or
proportionality of position transmission. High-speed gear trains also
require transmission at constant angular velocities. Constant velocity is
the 'conjugate action' of the gear tooth profile. A common normal to the
tooth profiles at their point of contact must pass through a fixed point on
the line of centers called the pitch point. Any two profiles engaging each
other and satisfying the law of gearing are conjugate curves.
Gear Geometry
The essential features of a gear mesh are:
Center distance: The distance between the centers of two pitch circles.
Pitch diameters: The tangent to two basic circles is the line of contact in gear vernacular. Where this
line crosses the line of center establishes the pitch. The ratio of pitch diameters gives the velocity
ratio.
Pitch: It is a measure of tooth spacing along the pitch circle. There are two basic forms. Circular
pitch is the direct measurement of distance of one tooth center to the adjacent tooth center. It is equal
to the pitch circle circumference divided by the teeth. Diameter pitch is the measure of the number of
teeth per inch of the pitch diameter. Both the pitches are inversely related to each other and permits
an easy transformation from one to the other.
Number of teeth
Pressure angle of the contacting involutes: The angel between the line of force between meshing
teeth and the tangent to the pitch circle at the point of mesh. Gears must have the same pitch and the
pressure angel to mesh.
Module: It is the ratio of pitch diameter to the number of teeth. It is mainly used for metal gears. A
higher module indicates coarser tooth spacing.
Gear train: When two or more gears are meshing, it is called a gear train.
Gear box: It is an automotive assembly of gears and associated parts by which power is transmitted
from the engine to the driving axle.
Shafts: Cylindrical rods made of metal used for power transmission, linear motion and various other
purposes in industries.
Sprockets: Teeth like projection arranged on a wheel rim to engage the links of a chain.
Pinions: Small tapered gear that meshes with a larger gear or rack.
Kinetics
When two gears are connected they rotate in opposite directions. The gear that does the driving is
known as the driver and the other is known as the driven gear. If two gears have the same number of
teeth then one turn of driver gear causes the driven gear to turn once. When connected to a power
source it applies torque to the input shaft driving it at a considerable speed. For a single pair of gears
the output shaft rotates at a different speed as that of the input shaft. The torque applied on the output
shaft drives the load. One essential for the proper meshing of the gears is that the size of the teeth on
the pinion should be the same as the size of the teeth on the wheel. The module must be common to
both the gears. Pitch circles contact one another at the pitch point and the pinion's pitch line velocity
must be identical to the wheels pitch line velocity. At the pitch point develops a tangential component
of action-reaction due to contact between the gears. When the driver gear is smaller than the driven
gear then speed is reduced and it amplifies torque in proportion to their teeth numbers. The only way
that the input and output shafts of a gear pair can be made to rotate in the same sense is by
interposition of an odd number of intermediate gears. These do not affect the speed ratio between
input and output shafts. Such a gear train is called a simple train. If there is no power flow through
the shaft of an intermediate gear then it is an idler gear.
•
• Introduction
•
•
Gear is a toothed machine part, such as a wheel or cylinder that meshes
with another toothed part to transmit motion or to change speed or
direction. Gears are a means of changing the rate of rotation of a
machinery shaft.
Mechanical engineers sometimes don't use gears and rely on the advent
of electronic control and the availability of toothed belts because gears
for high power machinery are difficult to design. Even though for high
power machinery like automotive transmission, gears are the optimal
medium for high accuracy and low energy loss.
Gears are of several categories and can be combined in a multitude of ways, some of which are
meshing circular spur gears, rack and pinion spur gears, and worm gears. Helical and herringbone
gears utilize curved teeth for efficient, high-capacity power transmission. Worm gears, driven by
worms transmit motion between non-intersecting right-angle axes. Gears mate or mesh via teeth with
a very specific geometry.
Application
Gears being an important part of a machine have immense usage within various industries. These
industries include automotive industries, coal plants industry, steel plants industry, paper industry, in
mining and many more. In these industries they behold a wide area of application. They are used as
conveyors, elevators, kilns, separators, cranes and lubrication systems.
Gears are used for two basic purposes; increase or decrease of rotation speed and increase or decrease
of power or torque. Torque is a measure of a force to produce torsion and rotation about an axis. To
increase speed and reduce torque a large drive gear is coupled to a smaller driven gear. To reduce
speed and increase torque a small Lego gear turning a larger gear is used. They are also used for
enhancement for positioning systems.
Gear geometry
The essential features of a gear mesh are:
Center distance: The distance between the centers of two pitch circles.
Pitch diameters: The tangent to two basic circles is the line of contact in gear vernacular. Where this
line crosses the line of center establishes the pitch. The ratio of pitch diameters gives the velocity
ratio.
Pitch: It is a measure of tooth spacing along the pitch circle.
Number of teeth
Pressure angle of the contacting involutes: The angel between the line of force between meshing
teeth and the tangent to the pitch circle at the point of mesh.
• Gearboxes
The global supply capacity of gearboxes is presently enough to cover the demand from the wind industry.
Nevertheless, supply information from wind turbine manufacturers indicates that constraints still exist in the
gearbox supply chain for various reasons. According to the published development plans of the leading
suppliers, there will be no constraints in the gearbox supply chain up to 2012. This assumption is based,
however, on the premise that the supply of large gearbox bearings will catch up with demand from the
market. Unfortunately, there is no sign that the shortage situation for large bearings can be fully resolved in
the next two years. It is therefore inevitable that gearbox supply constraint will continue to be a problem.
Timken
SUPPLYING CHINESE
WIND GEARBOX MANUFACTURER
The Timken Company signed a long-term, multi-year agreement with Nanjing High Speed Gear
Manufacturing Co.,
Ltd. with wind turbine gearbox bearings. NGC manufactures gear transmission equipment for wind
power, marine,
construction and industrial equipment in China. The agreement determines that Timken will supply
tapered and cylindrical roller bearings for use in NGC’s wind power gearboxes. Initial revenue is
estimated at $30 million for
Timken. “This is another great success for Timken in the China wind energy market sector. NGC is a
globally recognized brand and a leader in the industry,” says Mike Connors, president of process
industries at Timken. “Our strategy is to work with leading companies in the industry, companies that
compete on product performance, durability and reliability and that demand the highest level of
expertise in friction management and power transmission from their suppliers.”