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Experiences in Testing Lubricants Used in Wind Gearboxes NREL 2009

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© Herguth Laboratories, Inc. Oct. 2009 Slide, 1

Experiences in Testing Lubricants Used in Wind Gearboxes

NREL 2009

© Herguth Laboratories, Inc. Oct. 2009 Slide, 2

Reasons for a Condition Monitoring Program

Wear Rates

Contamination Levels

Oil Serviceability

© Herguth Laboratories, Inc. Oct. 2009 Slide, 3

KEY Considerations 1. Proper Gearbox Make and Model

2. Accurate Oil Type & Service Time

3. Appropriate Test Methods & Alarm Limits

4. Reasonable Corrective Action

© Herguth Laboratories, Inc. Oct. 2009 Slide, 4

Gearbox Make & Model – Oil Type… What’s the Big Deal?

Oil Life, Wear Rates, Contamination Levels are influenced by:

• System and Oil Stress• Oil Volume• Oil Cleanliness• System Design• Filtration System• Sample Points

© Herguth Laboratories, Inc. Oct. 2009 Slide, 5

So Much More Data Should be AvailableIn the Normal Program

Single Gearbox Data &Trend

Overall Farm Gearbox Data &Trends

Account (all Farms) Gearbox Trends

Industry Wide Gearbox Data &Trends

© Herguth Laboratories, Inc. Oct. 2009 Slide, 6

Setting AlarmsMinimum or Maximum (Both?)

Absolute ValuesPercent Change

2x or 3x Standard DeviationPlus Average

Consider Population SizeRemove Flyers?

© Herguth Laboratories, Inc. Oct. 2009 Slide, 7

Atomic Emission Spectroscopy

© Herguth Laboratories, Inc. Oct. 2009 Slide, 8

FACTS ABOUT EMISSION SPECTROSCOPY

o 15µ Wear particles are considered severeo Up to about ~8µ quantitativeo > Than ~8µ becomes semi-quantitativeEstimations ….Number and size % Recovery100 ppm of 8µ particles ~100%100 ppm of 25µ particles ~ 75%100 ppm of 50µ particles ~25%100 ppm of 100µ particles ~10%

© Herguth Laboratories, Inc. Oct. 2009 Slide, 9

Limitations of Methods

Acid Digestion Applies to ALL Metals of a Given Size

Direct Reading Ferrography ONLY Measures Iron (fibers cause errors)

Particle Quantifier ONLY Measures Iron(reliable)

© Herguth Laboratories, Inc. Oct. 2009 Slide, 10

Understand The Relevance of The Data

100 ppm FeSmall Wear Debris

100 ppm FeLarge Severe Wear

© Herguth Laboratories, Inc. Oct. 2009 Slide, 11

Add Strong Acid to dissolve (solubilize) wear debris

METHODS to Overcome Limitations

Acid Digestion

© Herguth Laboratories, Inc. Oct. 2009 Slide, 12

Wear Particle Concentration Techniques

Direct Reading Ferrogram Particle Quantifier

© Herguth Laboratories, Inc. Oct. 2009 Slide, 13

Wear Particle AnalysisWEAR RATES AND MECHANISMS

© Herguth Laboratories, Inc. Oct. 2009 Slide, 14

WEAR PARTICLE ANALYSIS

© Herguth Laboratories, Inc. Oct. 2009 Slide, 15

CHANGE

LUBRICANT LIFE

SLUDGE

VISCOSITY

ACIDITY

ANTIOXIDANTS RELATIONSHIP OF PROPERTIESEND OF LIFE

© Herguth Laboratories, Inc. Oct. 2009 Slide, 16

% Additives vs. Viscosity @ 40 C cSt D-445

R&O Mineral Oil

0.010.020.030.040.050.060.070.080.090.0

100.0

0 36 72 108 138

Days Aged in TOST D-943

Perc

ent o

f New

Oil

Add

itive

3070110150190230270310350390430470510 Viscosity @

40 C cSt

48.27 cSt

% Electrooxidizable Additives

Viscosity @ 40 C

New Oil Vis. = 46.70

© Herguth Laboratories, Inc. Oct. 2009 Slide, 17

% Additives vs. Acid No. D-974R&O Mineral Oil

0.010.020.030.040.050.060.070.080.090.0

100.0

0 36 72 108 138

Days Aged in TOST D-943

Perc

ent o

f New

Oil

Add

itive

0.00

5.00

10.00

15.00

20.00

25.00

30.00

35.00

Acid N

o. D-974

% Electrooxidizable Additives

Acid Number

New Oil Acid = 0.10 Acid = 0.12

© Herguth Laboratories, Inc. Oct. 2009 Slide, 18

RULEROxidation Inhibitors

Cur

rent

mill

i-am

ps

Voltage increases with time

Compound “A”

ZDDPC(CH3)3

OH(CH3)3 C

CH3

BHT

Compound “B”

Solution Blank

Compound “C”

NH

Phenyl -a -naphthylamine

© Herguth Laboratories, Inc. Oct. 2009 Slide, 19

RULEROxidation Inhibitors

© Herguth Laboratories, Inc. Oct. 2009 Slide, 20

Particle Counting, Particle Characterization and Failure Analysis

Scanning Electron Microscopy (SEM)Utilizing Automated Electron Beam and

Automated Feature Analysis (AFA) Software

© Herguth Laboratories, Inc. Oct. 2009 Slide, 21

First Serious Look at Particles in Oil.Circa 1995

National Institute of Standards and Technology

Determined: Particles counted using the new automatic particle counters were slightly different than what was being counted by SEM

Differences in ISO Code

>2 um was really >4 um>5 um was really >6 um

>15 um was really >14 um

© Herguth Laboratories, Inc. Oct. 2009 Slide, 22

ISO CLEANLINESS CODES

© Herguth Laboratories, Inc. Oct. 2009 Slide, 23

Need for Innovation in Particle Counting & Characterization

What are these particles?Precisely what size are they? This is 52100 Steel

DMAX = 6.25 microns in Size

© Herguth Laboratories, Inc. Oct. 2009 Slide, 24

Size Group SEM/AFA %DMAX

AutomaticParticleCount

<4 um 6.5 No Data4 – 6 um 11.0 88.06 – 10 um 21.4 10.310 – 14 um 13.1 0.914 – 25 um 28.6 0.0325 – 50 um 18.9 0.02

50 – 100 um 40.0 0.003>100 um 0.0 0.0

Reasons to Rethink Conventional Particle Counting

© Herguth Laboratories, Inc. Oct. 2009 Slide, 25

Particle Detection Efficiency Greater than 99%Particle Sizing Precision 0.25 microns or betterParticle Sizing Accuracy 0.50 microns or betterOccurrence of False Positives Less than 1 per mm2

Particles Sized per Hour Up to 33,000Particles Characterized per Hour Up to 1,800

Performance Characteristics

© Herguth Laboratories, Inc. Oct. 2009 Slide, 26

Name Unit Description

Dave µmThe average length of the sixteen chords through the feature centroid

Dmax µmThe length of the longest of the sixteen chords through the feature centroid (Image #1)

Dmin µmThe length of the shortest of the sixteen chords through the feature centroid (Image #2)

Dperp µmThe length of the chord perpendicular to the longest chord (Image #3)

ASPECT RATIO 1 The ratio of DMAX/DPERP AREA µm2 The area of the feature

PERIMETER µmThe perimeter of the feature as measured from one chord end to the next (Image #4)

ORIENTATION DegreesThe orientation of the longest chord. Zero is at and the angle increases clockwise

DaveThe average length of the sixteen chords through the feature centroid

© Herguth Laboratories, Inc. Oct. 2009 Slide, 27

http://virtual.itg.uiuc.edu/training/EM_tutorial/#segment 1_5

Classification Rule % ContentStainless Steel Fe > 30% and Cr > 5% 1.7

Iron Fe > 30% 33.9Tin Sn > 30% 49.0

Silicates Si > 5% 1.4Brass Cu+Zn+Sn > 35% 6.6

Sodium Na > 10% 2.6Miscellaneous All remaining particles 4.8.

© Herguth Laboratories, Inc. Oct. 2009 Slide, 28

Class Total <4um 4-6um 6-10um 10-14um 14-25um 25-50um 50-100um

>100um

SS 97 7 8 21 11 32 18 0 0Fe 1902 121 198 484 282 517 295 5 0Sn 2752 212 374 619 360 677 501 9 0Silicates 81 0 0 4 6 34 33 4 0Brass 369 23 33 59 52 131 69 2 0Na 148 0 2 7 9 77 53 0 0Misc 269 4 1 10 18 140 95 1 0Total 5618 367 616 1204 738 1608 1064 21 0

© Herguth Laboratories, Inc. Oct. 2009 Slide, 29

Thank You!Questions Comments?