Premature bearing failures in wind turbine gear units

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Premature bearing failures in wind turbine gear units Drivers and counter measures SKF Wind Farm Management Conference, 2016 David Vaes April 18 th, 2016

Critical bearing positions Early cracks have occurred commonly within the first 1-3 years of operational time, or at less than 10% of the calculated rating life.

Crack appearance depending on heat treatment Through hardened as well as case carburized can fail! Bainite 50 to 100 MPa Compressive at surface Martensite +50 to +100 MPa Tensile at surface Through hardened Case carburized 100 to 200 MPa Compressive at surface

White etching cracks a symptom of bearing failures White etching areas are created around cracks due to crack face rubbing White etching areas are a symptom of the failure and not the root cause Focus should be on understanding the drivers and counter measures of the premature failures Why are cracks initiated much faster in premature failing bearings? How to make bearing system more robust? White etching crack in large TRB rolling contact fatigue test

Premature bearing failures: understanding the drivers Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Environmental weakening Electrical currents Corrosion/ water Lubricant influence; mixed friction and slip

SKF test results Tensile stresses Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Electrical currents Corrosion/ water Lubricant influence; mixed friction and slip

SKF test results Short heavy loads and dynamics/vibrations Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Electrical currents Corrosion/ water Lubricant influence; mixed friction and slip

SKF test results Electrical currents Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Electrical currents Corrosion/ water Lubricant influence; mixed friction and slip

SKF test results Corrosion/water Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Electrical currents Corrosion/water Lubricant influence; mixed friction and slip

SKF test results Lubricant influence Rolling contact fatigue Premature failures Accelerated fatigue Cyclic stresses and loading Stresses higher Strength lower Tensile stresses Short heavy loads Dynamics/ vibrations Tribology/ hydrogen aspects Electrical currents Corrosion/ water Lubricant influence; mixed friction and slip

Understanding premature failures White etching areas (WEA) in white etching cracks are a consequence not a root cause! Cracks come first, then WEAs WEAs are created by crack phase rubbing (possibly supported by chemical effects when lubricant enters) Drivers for premature failures are identified and supported by test results: Local stresses (short time high loads, structural stresses) Environmental weakening (mixed friction & lubrication influence, moisture corrosion, stray currents)

Each failure is unique The exact combination of influencing factors that explain the failures in different bearing positions in wind gear units is not yet understood The root cause does not exist and each failure case needs to be reviewed in the light of the corresponding operating conditions However countermeasures can be identified to counter the known drivers.

Overview of counter measures Drivers Bearing system Bearing Stresses higher than anticipated (Tensile stress, short heavy loads) Bearing arrangement Bearing support Limit housing deformations Clearance / preload setting Verify loads extreme events (incl. grid events) High compressive residual stresses Cleaner steel Environmental weakening (Corrosion, electrical current, mixed friction and lubricant) Limit water in oil Limit humidity during standstill Transport and mounting Avoid stray current Limit vibrations SKF Black Oxide Case carbonitriding VC444 (very high costs) Insocoat, hybrid bearings (related to electrical erosion)

SKF black oxide increases robustness Advantages of SKF black oxide Improves running-in properties and reduces friction Improved resistance against smearing damage Better performance in low lubrication conditions Reduced risk of chemical attack from aggressive oil additives on the bearing steel Increased oil and grease adhesion Enhanced corrosion resistance Hydrogen flux, µa/cm 2 16 Reduced chance of hydrogen 14 12 generation & permeation 10 in the bearing steel 8 6 4 2 0 Black oxide Non-coated bearing steel Black-oxidized 24 hrs 48 hrs Uncoated Uncoated Blackoxidized

Strong field experience with SKF black oxide More than 140 000 SKF black oxide bearings supplied to the gearbox market With significant volumes since 2008 Largely applied on CRB, however possible for all bearing types 99% through hardened rings and rollers On all positions in gearbox Applied in all turbine sizes Supplied in various sizes To date SKF black oxide has no known serial issue with premature failures (< 50 ppm)