Abstract

Considerable studies have been carried out on fault diagnosis of gears, with most of them concentrated on conventional vibration analysis. However, besides the complexity of gear dynamics, the diagnosis results in terms of vibration signal are easily misjudged owing to the interference of sensor position or other components. In this paper, an alternative gearbox fault detection method based on the instantaneous rotational speed is proposed because of its advantages over vibration analysis. Depending on the timer/counter-based method for the pulse signal of the optical encoder, the varying rotational speed can be obtained effectively. Owing to the coupling and meshing of gears in transmission, the excitations are the same for the instantaneous rotational speed of the input and output shafts. Thus, the differential signal of instantaneous rotational speeds can be adopted to eliminate the effect of the interference excitations and extract the associated feature of the localized fault effectively. With the experiments on multistage gearbox test system, the differential signal of instantaneous speeds is compared with other signals. It is proved that localized faults in the gearbox generate small angular speed fluctuations, which are measurable with an optical encoder. Using the differential signal of instantaneous speeds, the fault characteristics are extracted in the spectrum where the deterministic frequency component and its harmonics corresponding to crack fault characteristics are displayed clearly.

Highlights

  • 1 Introduction As the transmission component widely used in various machines, the gearbox plays a critical role in mechanical systems, and gearbox fault diagnosis based on vibration signals attracts considerable research interests [1]

  • The fault of a broken tooth can be traced clearly by the highlighted frequency and its harmonic. It can be concluded from the results that the differential signal of instantaneous speed can be used as an effective means to reflect the varying instantaneous speeds caused by localized defects, and to improve the detection ability for gear diagnosis

  • Considering the characteristic of the impulse caused by a localized fault in the gearbox or bearing [30], the Morlet wavelet is adopted to extract the fault feature from the vibration signal

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Summary

Introduction

As the transmission component widely used in various machines, the gearbox plays a critical role in mechanical systems, and gearbox fault diagnosis based on vibration signals attracts considerable research interests [1]. It is verified that a localized gear fault can result in a periodic fall in the mesh stiffness at the rotational frequency of the faulty gear shaft, resulting in a change in the instantaneous rotational speed; this indicates that it can be used to detect the presence of a gear defect. To reduce the effects of external interference and improve the ability of fault detection for gear transmission systems, the differential signal of the instantaneous speeds of the input and the output shafts is utilized to extract the gear fault feature. The tooth crack leads to a periodic decline in the gear mesh stiffness with the rotational frequency of the faulty gear, which results in periodical perturbation of speed with rotation It follows that the external excitations are mainly attributed from the abnormal change in mesh stiffness when the load and input speed are constant. The rotational speed theoretically includes the mesh frequencies, and the low frequency component corresponding to the rotation of the faulty gear

Measurement of Instantaneous Speed Based on the Encoder
Application for Detection of Gearbox Defects
Comparison with Instantaneous Speed of Single Encoder
Comparison with Instantaneous Transmission Ratio
Conclusions
Full Text
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