Helical gear wear monitoring

Modelling and experimental validation

Khaldoon F. Brethee, Dong Zhen, Fengshou Gu, Andrew D. Ball

Research output: Contribution to journalArticle

7 Citations (Scopus)

Abstract

Gear tooth surface wear is a common failure mode. It occurs over relatively long periods of service nonetheless, it degrades operating efficiency and leads to other major failures such as excessive tooth removal and catastrophic breakage. To develop accurate wear detection and diagnosis approaches at the early phase of the wear, this paper examines the gear dynamic responses from both experimental and numerical studies with increasing extents of wear on tooth contact surfaces. An experimental test facility comprising of a back-to-back two-stage helical gearbox arrangement was used in a run-to-failure test, in which variable sinusoidal and step increment loads along with variable speeds were applied and gear wear was allowed to progress naturally. A comprehensive dynamic model was also developed to study the influence of surface wear on gear dynamic response, with the inclusion of time-varying stiffness and tooth friction based on elasto-hydrodynamic lubrication (EHL) principles. The model consists of an 18 degree of freedom (DOF) vibration system, which includes the effects of the supporting bearings, driving motor and loading system. It also couples the transverse and torsional motions resulting from time-varying friction forces, time varying mesh stiffness and the excitation of different wear severities. Vibration signatures due to tooth wear severity and frictional excitations were acquired for the parameter determination and the validation of the model with the experimental results. The experimental test and numerical model results show clearly correlated behaviour, over different gear sizes and geometries. The spectral peaks at the meshing frequency components along with their sidebands were used to examine the response patterns due to wear. The paper concludes that the mesh vibration amplitudes of the second and third harmonics as well as the sideband components increase considerably with the extent of wear and hence these can be used as effective features for fault detection and diagnosis.

Original languageEnglish
Pages (from-to)210-229
Number of pages20
JournalMechanism and Machine Theory
Volume117
Early online date25 Jul 2017
DOIs
Publication statusPublished - Nov 2017

Fingerprint

Helical gears
Wear of materials
Monitoring
Gears
Dynamic response
Bearings (structural)
Stiffness
Friction
Gear teeth
Test facilities
Fault detection
Failure modes
Failure analysis
Lubrication
Numerical models
Dynamic models
Hydrodynamics

Cite this

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title = "Helical gear wear monitoring: Modelling and experimental validation",
abstract = "Gear tooth surface wear is a common failure mode. It occurs over relatively long periods of service nonetheless, it degrades operating efficiency and leads to other major failures such as excessive tooth removal and catastrophic breakage. To develop accurate wear detection and diagnosis approaches at the early phase of the wear, this paper examines the gear dynamic responses from both experimental and numerical studies with increasing extents of wear on tooth contact surfaces. An experimental test facility comprising of a back-to-back two-stage helical gearbox arrangement was used in a run-to-failure test, in which variable sinusoidal and step increment loads along with variable speeds were applied and gear wear was allowed to progress naturally. A comprehensive dynamic model was also developed to study the influence of surface wear on gear dynamic response, with the inclusion of time-varying stiffness and tooth friction based on elasto-hydrodynamic lubrication (EHL) principles. The model consists of an 18 degree of freedom (DOF) vibration system, which includes the effects of the supporting bearings, driving motor and loading system. It also couples the transverse and torsional motions resulting from time-varying friction forces, time varying mesh stiffness and the excitation of different wear severities. Vibration signatures due to tooth wear severity and frictional excitations were acquired for the parameter determination and the validation of the model with the experimental results. The experimental test and numerical model results show clearly correlated behaviour, over different gear sizes and geometries. The spectral peaks at the meshing frequency components along with their sidebands were used to examine the response patterns due to wear. The paper concludes that the mesh vibration amplitudes of the second and third harmonics as well as the sideband components increase considerably with the extent of wear and hence these can be used as effective features for fault detection and diagnosis.",
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Helical gear wear monitoring : Modelling and experimental validation. / Brethee, Khaldoon F.; Zhen, Dong; Gu, Fengshou; Ball, Andrew D.

In: Mechanism and Machine Theory, Vol. 117, 11.2017, p. 210-229.

Research output: Contribution to journalArticle

TY - JOUR

T1 - Helical gear wear monitoring

T2 - Modelling and experimental validation

AU - Brethee, Khaldoon F.

AU - Zhen, Dong

AU - Gu, Fengshou

AU - Ball, Andrew D.

PY - 2017/11

Y1 - 2017/11

N2 - Gear tooth surface wear is a common failure mode. It occurs over relatively long periods of service nonetheless, it degrades operating efficiency and leads to other major failures such as excessive tooth removal and catastrophic breakage. To develop accurate wear detection and diagnosis approaches at the early phase of the wear, this paper examines the gear dynamic responses from both experimental and numerical studies with increasing extents of wear on tooth contact surfaces. An experimental test facility comprising of a back-to-back two-stage helical gearbox arrangement was used in a run-to-failure test, in which variable sinusoidal and step increment loads along with variable speeds were applied and gear wear was allowed to progress naturally. A comprehensive dynamic model was also developed to study the influence of surface wear on gear dynamic response, with the inclusion of time-varying stiffness and tooth friction based on elasto-hydrodynamic lubrication (EHL) principles. The model consists of an 18 degree of freedom (DOF) vibration system, which includes the effects of the supporting bearings, driving motor and loading system. It also couples the transverse and torsional motions resulting from time-varying friction forces, time varying mesh stiffness and the excitation of different wear severities. Vibration signatures due to tooth wear severity and frictional excitations were acquired for the parameter determination and the validation of the model with the experimental results. The experimental test and numerical model results show clearly correlated behaviour, over different gear sizes and geometries. The spectral peaks at the meshing frequency components along with their sidebands were used to examine the response patterns due to wear. The paper concludes that the mesh vibration amplitudes of the second and third harmonics as well as the sideband components increase considerably with the extent of wear and hence these can be used as effective features for fault detection and diagnosis.

AB - Gear tooth surface wear is a common failure mode. It occurs over relatively long periods of service nonetheless, it degrades operating efficiency and leads to other major failures such as excessive tooth removal and catastrophic breakage. To develop accurate wear detection and diagnosis approaches at the early phase of the wear, this paper examines the gear dynamic responses from both experimental and numerical studies with increasing extents of wear on tooth contact surfaces. An experimental test facility comprising of a back-to-back two-stage helical gearbox arrangement was used in a run-to-failure test, in which variable sinusoidal and step increment loads along with variable speeds were applied and gear wear was allowed to progress naturally. A comprehensive dynamic model was also developed to study the influence of surface wear on gear dynamic response, with the inclusion of time-varying stiffness and tooth friction based on elasto-hydrodynamic lubrication (EHL) principles. The model consists of an 18 degree of freedom (DOF) vibration system, which includes the effects of the supporting bearings, driving motor and loading system. It also couples the transverse and torsional motions resulting from time-varying friction forces, time varying mesh stiffness and the excitation of different wear severities. Vibration signatures due to tooth wear severity and frictional excitations were acquired for the parameter determination and the validation of the model with the experimental results. The experimental test and numerical model results show clearly correlated behaviour, over different gear sizes and geometries. The spectral peaks at the meshing frequency components along with their sidebands were used to examine the response patterns due to wear. The paper concludes that the mesh vibration amplitudes of the second and third harmonics as well as the sideband components increase considerably with the extent of wear and hence these can be used as effective features for fault detection and diagnosis.

KW - Elasto-hydrodynamic lubrication

KW - Fault detection

KW - Fault diagnosis

KW - Gear wear

KW - Numerical model

KW - Vibration response

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M3 - Article

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JF - Mechanism and Machine Theory

SN - 0374-1052

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