how to reduce opex with engineered parts

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#WindWebinar Reducing OpEx With Engineered Parts: Gearbox Life Extension

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Page 1: How to Reduce OpEx With Engineered Parts

#WindWebinar

Reducing OpEx With Engineered Parts:

Gearbox Life Extension

Page 2: How to Reduce OpEx With Engineered Parts

#WindWebinar

q  This webinar will be available afterwards at www.windpowerengineering.com & email

q  Q&A at the end of the presentation q  Hashtag for this webinar: #WindWebinar

Before We Start

Page 3: How to Reduce OpEx With Engineered Parts

#WindWebinar

Michelle Froese Moderator

Windpower Engineering & Development

Randy Yount Vice President

FilterMag

Doug Viner Mechanical Engineer

Upwind Solutions

Reducing OpEx with Engineered Parts – Gearbox Life Extension

Meet your presenters…

Page 4: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Page 5: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Gearboxes not lasting 20 year design life à Need for condition monitoring

Page 6: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Gearboxes not lasting 20 year design life à Need for condition monitoring

Gearboxes, when they eventually fail, cause a lot of downtime.

Page 7: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Gearboxes not lasting 20 year design life à Need for condition monitoring

1.  Temperature 2.  Vibration 3.  Borescope inspection…

Page 8: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Page 9: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Page 10: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Page 11: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Page 12: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

Page 13: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 14: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 15: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 16: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 17: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 18: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 19: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

+25%

+100% same effect

Page 20: How to Reduce OpEx With Engineered Parts

#WindWebinar

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3  (1) This is easy for a

WTG.

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

+25%

+100% same effect

Page 21: How to Reduce OpEx With Engineered Parts

#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

“Gaah!”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3  (1) This is easy for a

WTG.

(2) But this takes a big toll.

+25%

+100% same effect

Page 22: How to Reduce OpEx With Engineered Parts

#WindWebinar

Inner Race, “unwrapped”

HSS-B Bearing

Outer Race

Rolling Elements

Page 23: How to Reduce OpEx With Engineered Parts

#WindWebinar

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

“And then what?”

Page 24: How to Reduce OpEx With Engineered Parts

#WindWebinar

“Oh.”

𝐿↓10   ~(1/∆𝑅𝑃𝑀 )∗(1/∆𝐿𝑜𝑎𝑑 )↑3 

Page 25: How to Reduce OpEx With Engineered Parts

#WindWebinar

Cracked outer race

HSS-C Bearing

Pitted & deformed balls

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#WindWebinar

Image  Title Image  Title Case study available here:

www.UpWindSolutions.com/blog/forensics-of-a-hss-bearing-failure

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#WindWebinar

Part 1: Gearbox Challenges & Solutions “End-Users Face Long-Term Hurdles, Seek Cost-Effective Solutions”

Gearboxes not lasting 20 year design life à Need for condition monitoring

1.  Temperature 2.  Vibration 3.  Borescope inspection 4.  Oil analysis (at last!)

•  Can correlate oil particles with failure

Page 28: How to Reduce OpEx With Engineered Parts

#WindWebinar

Page 29: How to Reduce OpEx With Engineered Parts

#WindWebinar

Humans  can  resolve

OEM  filter  can  remove

Page 30: How to Reduce OpEx With Engineered Parts

#WindWebinar

Mechanisms of Wear 1.  Abrasive Wear

Particles between adjacent moving surfaces 2.  Adhesive Wear

Metal to metal contact (insufficient lubricant film) 3.  Fatigue Wear

Surfaces subjected to repeated stress 4.  Erosive Wear

High velocity fluid (usually with particles) 5.  Corrosive Wear

Chemically induced Water or chemical

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Lubricant Contamination

Internal - generated by friction and wear

©Paul  Filter  Corp  1995

External - water, dirt, and sand through gearbox seals or breather

Page 32: How to Reduce OpEx With Engineered Parts

#WindWebinar

Particle Sizes

Page 33: How to Reduce OpEx With Engineered Parts

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Measuring Contaminants

Human hair (~75 µm) at 100x Magnification

Particles (~10µm)

Page 34: How to Reduce OpEx With Engineered Parts

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Typical Clearances Clearance  in  Microns Component

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Lubricating Film Thickness

Machine Clearance

Operating or Dynamic Clearance

Machine clearance and operating or dynamic clearance are not equal. Operating clearance depends upon the load, speed and lubricant viscosity.

A lubricant film separates moving surfaces to prevent metal-to-metal contact.

5µm

5µm

≤10µm

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Elastohydrodynamic Lubrication

≤10µm •  Typical for rolling element bearings •  Elastic metal deformation •  Pressures reaching 350,000 psi •  Particles in oil flow into the film space •  Size depends upon operating conditions •  Trapped particles may indent the surfaces •  Cause pin point loading and stresses

Page 37: How to Reduce OpEx With Engineered Parts

#WindWebinar

Elastohydrodynamic Lubrication

≤10µm

Page 38: How to Reduce OpEx With Engineered Parts

#WindWebinar

Particle Counting / Reporting

•  Measured by laser or white light scatter counter •  Counts the number of particles by estimated size •  4406:99 - Standard for particle count reporting

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#WindWebinar

Particle Counting / Reporting Par$cles  

per  Milliliter  Range   More   Up  To  &  Code   Than   Including  >28   2,500,000      

28   1,300,000   2,500,000  

27   640,000   1,300,000  

26   320,000   640,000  

25   160,000   320,000  

24   80,000   160,000  

23   40,000   80,000  

22   20,000   40,000  

21   10,000   20,000  

20   5,000   10,000  

19   2,500   5,000  

18   1,300   2,500  

17   640   1,300  

16   320   640  

15   160   320  

14   80   160  

13   40   80  

12   20   40  

11   10   20  

10   5   10  

Notes:

1)  Each code range is approximately double the previous range

2)  One code change could be 1 particle or ~4X the number of particles

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Particle Counting / Reporting

•  Measured by laser or white light scatter counter •  Counts the number of particles by estimated size •  4406:99 - Standard for particle count reporting •  Numbers reported by size ranges –

o  Equal to or larger than 4 microns (≥4µm per ml) o  Equal to or larger than 6 microns (≥ 6µm per ml) o  Equal to or larger than 14 microns (≥ 14µm per ml)

•  Reporting format: 19 / 17 / 14

Page 41: How to Reduce OpEx With Engineered Parts

#WindWebinar

MacPherson Study

Longer

Life

Better Filtration

Most Oil Filters

Turbine Filters

Magnetic Filtration

Page 42: How to Reduce OpEx With Engineered Parts

#WindWebinar

Life  Cycle  Mul,pliers  for  

Rolling  Element  Bearings  

New  Oil  Cleanliness  Code  (ISO  4406)  

20/17   19/16   18/15   17/14   16/13   15/12   14/11   13/10   12/9   11/8   10/7  

Curren

t  ISO

 Clean

liness  C

ode  

26/23   3 3.5 4 5 6 7.5 9 >10 >10 >10 >10 25/22   2.5 3 3.5 4 5 6 7 9 >10 >10 >10 24/21   2 2.5 3 4 5 6 7 8 10 >10 >10 23/20   1.5 2 2.5 3 3.5 4 5 6 8 9 >10 22/19   1.3 1.6 2 2.5 3 3.5 4 5 6 7 >10 21/18   1.2 1.5 1.7 2 2.5 3 3.5 4 5 7 10 20/17   Error 1.2 1.5 1.7 2 2.5 3 4 5 7 9 19/16   Error Error 1.2 1.5 1.7 2 2.5 3 4 6 8 18/15   Error Error Error 1.2 1.5 1.7 2 2.5 3 4.5 6 17/14   Error Error Error Error 1.2 1.5 1.7 2 2.5 3 5 16/13   Error Error Error Error Error 1.2 1.5 1.7 2 3.5 4 15/12   Error Error Error Error Error Error 1.2 1.5 1.7 2 2.5 14/11   Error Error Error Error Error Error Error 1.3 1.6 1.8 2 13/10   Error Error Error Error Error Error Error Error 1.2 1.5 1.8

ISO Code = 19 / 17 / 14 { 17 / 15 / 12 New Code {

Page 43: How to Reduce OpEx With Engineered Parts

#WindWebinar

Oil & Gas – Magnetic Filtration

Page 44: How to Reduce OpEx With Engineered Parts

#WindWebinar

Oil & Gas – Mud Pumps

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#WindWebinar

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#WindWebinar

Page 47: How to Reduce OpEx With Engineered Parts

#WindWebinar

Mud Pumps Baseline Before FilterMag (18 units)

22% 17%

61%

Page 48: How to Reduce OpEx With Engineered Parts

#WindWebinar

22% 17%

61%

>150 Hours with FilterMag (18 units)

61%

6%

33%

Mud Pumps

Page 49: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Gearboxes

Page 50: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Gearboxes

Page 51: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Bearings

Page 52: How to Reduce OpEx With Engineered Parts

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Wind Turbine Bearings

Page 53: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Gears

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Wind Turbine Gear Oil

Objectives: 1) Cool 2) Clean 3) Dry

Tools: 1) Heat Exchanger 2) Filtration 3) Seals/Breathers

Page 55: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Oil Filtration

Page 56: How to Reduce OpEx With Engineered Parts

#WindWebinar

Magnetic Oil Filtration 1.  In Line

Plumbed into oil lines

2.  Snap On Attached outside oil filter Water or chemical

Page 57: How to Reduce OpEx With Engineered Parts

#WindWebinar

CT Line (for Spin-on Filters)

XT Line (for Cartridge Style Filters)

INDUSTRIAL PRODUCTS DIVISION

Page 58: How to Reduce OpEx With Engineered Parts

#WindWebinar

Anatomy of a FilterMag

Page 59: How to Reduce OpEx With Engineered Parts

#WindWebinar

Wind Turbine Trial

1) Gearboxes with history of oil analysis 2) Serial sampling after installation of FilterMags

(1 Pair – FilterMag XT8 with 5µm Hydac filter) 3) ISO 4406 particle counts

(Baseline, 1 month, 2 months, 4 months)

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#WindWebinar

0  

1000  

2000  

3000  

4000  

5000  

6000  

7000  

8000  

≥4µ   ≥6µ   ≥14µ  

Before  FilterMag   A;er  FilterMag  

Turbine A – Before & After

89% Reduction

88% Reduction

77% Reduction

Wind Turbine Trial

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#WindWebinar

0  

500  

1000  

1500  

2000  

2500  

3000  

3500  

4000  

4500  

5000  

≥4µ   ≥6µ   ≥14µ  

Before  FilterMag   A;er  FilterMag  

86% Reduction

88% Reduction

90% Reduction

Wind Turbine Trial Turbine A – Before & After

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#WindWebinar

0  

500  

1000  

1500  

2000  

2500  

3000  

3500  

≥4µ   ≥6µ   ≥14µ  

Before  FilterMag   A;er  FilterMag  

39% Reduction

47% Reduction

51% Reduction

Wind Turbine Trial Turbine A – Before & After

Page 63: How to Reduce OpEx With Engineered Parts

#WindWebinar

Average Particle Counts

0

500

1000

1500

2000

2500

3000

3500

4000

4500

5000

Baseline Month  1 Month  2 Month  4

Avg  ≥4µμ

Avg  ≥6µμ

Avg  ≥14µμ

Before   AMer  

19/17/14   17/15/12  

Average  Reduc$ons  

≥4µm   78%  

≥6µm   79%  

≥14µm   77%  

Wind Turbine Trial

Page 64: How to Reduce OpEx With Engineered Parts

#WindWebinar

Life  Cycle  Mul,pliers  for  

Rolling  Element  Bearings  

New  Oil  Cleanliness  Code  (ISO  4406)  

20/17   19/16   18/15   17/14   16/13   15/12   14/11   13/10   12/9   11/8   10/7  

Curren

t  ISO

 Clean

liness  C

ode  

26/23   3 3.5 4 5 6 7.5 9 >10 >10 >10 >10 25/22   2.5 3 3.5 4 5 6 7 9 >10 >10 >10 24/21   2 2.5 3 4 5 6 7 8 10 >10 >10 23/20   1.5 2 2.5 3 3.5 4 5 6 8 9 >10 22/19   1.3 1.6 2 2.5 3 3.5 4 5 6 7 >10 21/18   1.2 1.5 1.7 2 2.5 3 3.5 4 5 7 10 20/17   Error 1.2 1.5 1.7 2 2.5 3 4 5 7 9 19/16   Error Error 1.2 1.5 1.7 2 2.5 3 4 6 8 18/15   Error Error Error 1.2 1.5 1.7 2 2.5 3 4.5 6 17/14   Error Error Error Error 1.2 1.5 1.7 2 2.5 3 5 16/13   Error Error Error Error Error 1.2 1.5 1.7 2 3.5 4 15/12   Error Error Error Error Error Error 1.2 1.5 1.7 2 2.5 14/11   Error Error Error Error Error Error Error 1.3 1.6 1.8 2 13/10   Error Error Error Error Error Error Error Error 1.2 1.5 1.8

ISO Code = 19 / 17 / 14 { 17 / 15 / 12 New Code {

50% Bearing Life Extension

Page 65: How to Reduce OpEx With Engineered Parts

#WindWebinar

Life  Cycle  Mul,pliers  for  

Gear  Boxes  &  Other  

New  Oil  Cleanliness  Code  (ISO  4406)  

20/17   19/16   18/15   17/14   16/13   15/12   14/11   13/10   12/9   11/8   10/7  

Curren

t  ISO

 Clean

liness  C

ode  

26/23   2.5 3 3.5 4 5 6.5 7 9 10 >10 >10 25/22   2 2.5 3 3.5 4 5 6 7.5 9 >10 >10 24/21   1.5 2 2.5 3 4 5 6 7 8 10 >10 23/20   1.3 1.5 2 2.5 3 3.5 4 5 6.5 8.5 10 22/19   1.1 1.3 1.7 2 2.5 3 3.5 4 5 5.5 8.5 21/18   1.1 1.3 1.4 1.6 2 2.5 3 3.5 4 5.5 8 20/17   Error 1.05 1.3 1.4 1.7 2 2.5 3 4 5.5 7 19/16   Error Error 1.1 1.3 1.5 1.7 2 2.5 3.5 4.5 6 18/15   Error Error Error 1.1 1.3 1.5 1.7 2 2.5 3.7 5 17/14   Error Error Error Error 1.1 1.3 1.5 1.7 2 2.5 3.5 16/13   Error Error Error Error Error 1.1 1.3 1.5 1.8 3 3.5 15/12   Error Error Error Error Error Error 1.1 1.4 1.5 1.8 2.2 14/11   Error Error Error Error Error Error Error 1.2 1.4 1.5 1.8 13/10   Error Error Error Error Error Error Error Error 1.1 1.3 1.6

ISO Code = 19/ 17/ 14 { 17 / 15 / 12 New Code {

30% Gear Life Extension

Page 66: How to Reduce OpEx With Engineered Parts

#WindWebinar

Magnetic Filtration Benefits 1) Help achieve target cleanliness codes

(Extend normal life cycles)

2) Capture small ferrous particles as they are made (Slow down failure progression)

(Extend Prediction – Failure interval) (Allows time to find and repair before failure)

(Mitigate collateral damage – save other bearings)

3) Combined with on-condition monitoring (Significant cost savings)

Page 67: How to Reduce OpEx With Engineered Parts

#WindWebinar

How to Determine the OpEx ROI of Investing in a Drive Train Monitoring Solution

Assumptions

•  Failure

•  Repair can be made up-tower

•  Generalized costs for power, man hours, crane cost, and CBM cost

Catastrophic failure: (Reac!ve)

Lost produc!on (assuming 30 days, $60/MWh, wind data from SCADA), 700 MWh: ... $42,000Man hours for technicians to clean turbine (100 @ $60/hr.): ........................................ $6,000Man hours to replace gearbox (100 @ $60/hr.): ........................................................... $6,000Crane rental: ........................................................................................................... $120,000Replacement gearbox: ............................................................................................. $250,000Total: ........................................................................................................................ $424,000

Up-tower bearing replacement: (preven!ve)

Lost produc!on (2 weeks of curtailment @ 60% of capacity, assuming full wind): .........$8,400Lost produc!on (3 days during bearing replacement): ......................................................... $0Man hours to replace HSS bearing: 32 @ $60/hr.: ..........................................................$1,920Cost of CBM system per turbine (assuming 50 turbine site): .........................................$7,000Cost of replacement bearing: ......................................................................................$20,000Total: ...........................................................................................................................$45,720

Cost Savings – Repair vs Replace

[Source:    NREL]

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•  With 3 gearbox saves = 230%

•  Saved well over $1,000,000 by the time you’re at 4 gearboxes.

ROI for 50 Turbine Site with One Gearbox

= ROI cost savings – (cost of CBM x # turbines)

cost of CBM x # turbines)

Case Study Cost Comparison of Reac!ve vs. Predic!ve MaintenanceCost for up-tower high speed sha" bearing replacements (4): ...................................$182,880

*Cost for replacing 4 gearboxes individually: ..........................................................$1,424,000

Man hours to replace gearbox (100 @ $60/hr.): .................................................$24,000 Crane rental:.....................................................................................................$400,000 Replacement gearboxes: ...............................................................................$1,000,000

Es!mated Cost Savings ...........................................................................................$1,237,280

$371,280 – ($7000 x 50)

$7000 x 50)= ROI

Cost Savings – Repair vs Replace

[Source:    NREL]

Page 69: How to Reduce OpEx With Engineered Parts

#WindWebinar

Michelle Froese Moderator Windpower Engineering & Development [email protected]

Randy Yount Vice President FilterMag [email protected]

Doug Viner Mechanical Engineer Upwind Solutions [email protected]

Reducing OpEx with Engineered Parts – Gearbox Life Extension

Questions?

Page 70: How to Reduce OpEx With Engineered Parts

#WindWebinar

Thank You q  This webinar will be available at

www.windpowerengineering.com & email

q  Tweet with hashtag #WindWebinar

q  Connect with Windpower Engineering & Development

q  Discuss this on EngineeringExchange.com