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The authors acknowledge the support of King Fahd University of Petroleum. This work is Journal of Quality in Maintenance
Engineering
funded by KFUPM Research Office under project number ME/BLADE-VIBRATION/215. The Vol. 12 No. 3, 2006
first author acknowledges the support of the University of Jordan. pp. 275-293
q Emerald Group Publishing Limited
B.O. Al-Bedoor is on leave from King Fahd University of Petroleum and Minerals, Dhahran, 1355-2511
Saudi Arabia. DOI 10.1108/13552510610685110
JQME 1. Introduction
12,3 Rotating bladed mechanical systems are widely used as basic parts in machinery.
Bladed rotors can range from systems with hundred of blades as in turbomachinery
to systems with three to four blades as in fans, marine propellers and wind
turbines. Regardless of the number of rotating blades difficulties were faced in
measuring the rotating blades vibration due to the fact they are rotating and
276 interacting with the working environment. Recent laboratory experiments on rotors
with limited number of blades and field measurements on fans (Maynard and
Trethewey, 1999, 2001; Maynard et al., 2000) showed that rotating blade vibration
frequencies could be extracted from the shaft torsional vibration signal. However,
due to the experimental nature of these studies and the importance of the problem
of rotating blades vibration measurement, a mathematical model that enables
verifying the approach and opens the road for more quantified studies in this
direction is extremely needed.
Vibration measurement is known as a powerful tool in machinery condition
monitoring, Laws and Muszynska (1987) and Vance (1988), that put growing
demands on developing reliable vibration measuring systems. These systems are
required to sense and represent closely the machinery particular component
vibration with minimum interference from other vibration sources. When blades
vibration information is required, the task becomes very complicated, Simmons and
Smalley (1990), as blades are rotating and interacting with the working
environment. To directly monitor blade vibration, strain gages were used in
many laboratory-testing studies (Kaufman and Kershisnik, 1984; Srinivasan and
Cuts, 1984; Scalzo et al., 1986; Fan et al., 1994) that showed the practical technique
limitations in terms of sensor survival due to the harsh operational conditions.
Other techniques for blades vibration measurement were proposed; among these
techniques is the use of Laser-Doppler and optical methods (Cookson and
Bandyopadhyay, 1980; Nava et al., 1994; Reihardt et al., 1995), with some problems
and limitations on the speed of rotation. Detailed discussion of the available
methods for blade vibration measurement is reported by Al-Bedoor (2002). Wherein,
he classified methods for blades vibration measurement into two categories: the
direct and the indirect methods.
The approach of extracting blades vibration frequencies from the shaft torsional
vibration was investigated experimentally by Maynard and Trethewey (1999, 2001)
and Maynard et al. (2000). They explained the superiority of this approach to the
lateral vibration approach, mainly, as torsional vibration is less affected by the
boundary conditions than lateral vibration. In addition, Muszynska et al. (1992) used
the torsional vibration to identify rotor crack. They came up with an explanation for
the sensitivity of torsional vibration that damping in torsional vibration modes is
minimal. Al-Bedoor (1999) proposed a mathematical model for the coupled blade
bending and shaft torsional deformations in rotors using the finite element method.
In addition, Al-Bedoor and Al-Nassar (2001) used the ANSYS finite element package
to model the coupled multi-bladed disk-shaft flexible system. The ANSYS model
was able to simulate the system rotating condition for natural frequencies and mode
shape analysis. The package accounts for the effect of rotation in the geometrical
stiffness matrix and no coupling between the rigid body and flexible modes was
affordable. Due to the dimensionality of the finite element model of reference Blades condition
(Al-Bedoor, 1999) and the limitation of the ANSYS model (Al-Bedoor and Al-Nassar, monitoring
2001) to account for the coupled dynamics, Al-Bedoor (2001) developed a reduced
order model for the coupled shaft torsional and blade bending vibrations using the
assumed modes method. This model simulated the shaft-disk-blade system driven
by a torque that enabled monitoring the system vibration in its start-up. The model
simulations showed strong dynamic coupling between blade bending and shaft 277
torsional vibrations. However, the model was not oriented to account for steady
state running condition and no provision was given to account for the blade setting
angle and multi-bladed systems.
In this study a mathematical model for a shaft-disk-blades system that is
running at constant rotating speed is developed and simulated. The shaft is
considered to be flexible in torsion and the disk is assumed to be rigid. The blades
are modeled as attached to the rigid disk with a setting angle that allows
monitoring the tangential (lead-lag) and axial (flapping) blades vibration modes.
Moreover, the model allows simulating the effect of differences in blades properties
that is known as the mistuning effects. The model is developed using the
Lagrangian dynamics in conjunction with the assumed modes method to descritize
blade deformation. The model is simulated for various transient and steady state
blades vibrations and the shaft torsional vibration is monitored in time and
frequency domains.
2. Model development
The schematic diagram of the motor-shaft-disk-blades system is shown in Figure 1.
The model is developed having the following assumptions in mind:
.
The system is rotating at constant running speed v that represents steady state
running condition.
.
The disk is rigid with radius Rd, mass md and mass moment of inertia Jd.
.
The shaft is flexible in torsion and no lateral shaft deflections are considered.
.
The blades are simple uniform inextensible beams and the Euler-Bernoulli beam
theory is adopted. The assumed modes method (AMM) and the cantilevered
Figure 1.
Shaft-disk-blade unit
driven by electrical motor
through flexible coupling
JQME modes shapes are used. The blades are attached radially to the rigid disk with
12,3 setting angle bi for each blade.
.
The shaft torsional and blade bending deformations are small.
.
The effect of axial dynamics known as blade stiffening is accounted for using the
added potential energy that results from the inertial forces and blades
shortening.
278
The coordinate system used in developing the model is shown in Figure 2 that shows a
model with three blades and the typical deflected configuration of one of the blades.
The used axes are the inertial reference frame XYZ and the blade body coordinate
system x b y b z b .
1
Um ¼ J mv 2
2 ð1Þ
1 ! "2
U d ¼ J d v þ c_
2
Figure 2.
Blades coordinate systems
and typical blade-deflected
configuration
where c is the small shaft torsional deformation angle measured with respect to the Blades condition
motor shaft. monitoring
To develop the kinetic energy expression for the blades, the deformed configuration
of the shaft-disk-blade(s) system, shown in Figure 2, is used. The global position vector
of a material point P, on a typical blade, can written as:
( )
Rd cos u # $ 279
RP ¼ þ AðuÞ r bP ð2Þ
Rd sin u
where the angle u ¼ vt þ c describes the rotation of the blade coordinate system
x b y b z b with respect to the inertial reference frame XYZ due to the system rigid body
rotation at constant speed v and the shaft torsional deformation angle c. r bP is the
position vector of a material point on the deformed blade principal axis and can be
written as:
8 9
>
> x >
>
< =
r bP ¼ uðx; tÞ cos b ð3Þ
>
> >
: uðx; tÞ sin b >
;
The velocity vector of the material point in the inertial reference frame can be obtained
by differentiating equation (2) that after manipulation can be represented as follows:
8 9
>
> 2L1 sin vt 2 L2 cos vt >
>
< =
R_ P ¼ 2L2 sin vt þ L1 cos vt ð5Þ
>
> >
>
: u_ sin b ;
where:
! "
L1 ¼ v Rd þ x 2 cu cos b þ c_ðx þ Rd Þ þ u_ cos b
! " ð6Þ
L2 ¼ Rd cv þ v xc þ u cos b þ c_u cos b þ cu_ cos b
The kinetic energy of blade i can be found by using the velocity vector of equation (5)
into the integral:
Z
JQME 1 L
T
U bi ¼ rR_ P R_ P dx ð7Þ
12,3 2 0
where r is the ith blade mass per unit length and L is its length.
Now the total kinetic energy expression of the system can be written as follows:
280
X
n
U ¼ Um þ Ud þ U bi ð8Þ
i¼1
Z L
1 ›2 u
V bi ¼ EI ðxÞ dx; ð9Þ
2 0 ›x 2
the torsional elastic potential energy stored in the flexible coupling is given by:
1
VT ¼ kT c 2 ð10Þ
2
The axial shortening due to transverse deformations in conjunction with the radial
inertial forces contributes to the system elastic potential energy by the known
(Al-Bedoor, 2001), axial shortening potential energy. The system potential energy is:
X
n
V ¼ VT þ ðV bi þ V Ai Þ ð11Þ
i¼1
X
n X
n
mcc ¼ J d þ J bi þ cos 2 bi fqgi ½I &fqgi
i¼1 i¼1
h # $i
mcqi ¼ cos bi ½a&i þRd b i þ c cos 2 bi fqgi ½ I &
! "
mqi qi ¼ ½ I & 1 þ c 2 cos 2 bi
X n
ccc ¼ 2 cos 2 bi fqgTi ½ I &fq_ gi
i¼1
# $ ð13Þ
ccqi ¼ 2vc cos bi ½a&i þRd ½b&i þ v cos 2 bi fqgi
cq q ¼ 2cc_ cos 2 bi ½I &
i i
X
n X
n
kcc ¼ kT 2 v 2 J bi 2 v 2 cos 2 bi fqgi ½I &fqgi þ2v cos 2 bi fqgi ½I &fq_ gi
i¼1 i¼1
EI i # $ # $
kqi qi ¼ 4
k þ v 2 ksi 2 v 2 ð1 þ c 2 Þ cos 2 bi ½I & 2 2vc_ cos 2 bi ð1 þ cÞ½I &
ri L i
where fqgi is the ith blade modal vector that has a size equal to the number of modes N
& bi is the setting angle for the blade, #F c$ is the torsional
considered for this% blade,
excitation torque, F q i is the ith blade modal excitation vector,
# $ ksi is the ith blade
stiffening matrix due to system rotation, the vectors ½a&i , b i are one dimensional
vectors that represent the coupling between the ith blade modal degrees of freedom and
the torsional degree of freedom of the system.
The size of dynamic system, equations (12), depends on the number of blades n in the
system and the number of modes N considered for each blade, which result in a system
of ð1 þ n £ N Þ £ ð1 þ n £ N Þ size. The first matrix in equations (12) is the coupled
inertia matrix, wherein its first entry is the torsional degree of freedom inertia that is
JQME function of the disk inertia J d , the blades inertia J b , the setting angles bi and nonlinear
12,3 function of the blades elastic modal deflections fqgi . The rest of the first row entries of the
inertia matrix are the coupling vectors between the torsional degree of freedom and the
blades modal degrees # $ of freedom that are functions of the setting angle bi , the coefficient
vectors ½a&i and b i and the torsional deflection c multiplied by the blades modal
degrees of freedom fqgi . The diagonal entries are the modal inertia matrices for each
282 blade. The second matrix is a matrix that developed from the formulation, not damping
matrix, and can be called the Coriolis matrix. The entries of this matrix are nonlinear
functions of the torsional deflection and velocity, the blades modal deflections and
velocities, the setting angles and the speed of rotation. Structural damping can be added
to the entries of the second matrix at corresponding blades entries. The third matrix is
the equivalent stiffness matrix with the first entry corresponding to the torsional degree
of freedom stiffness. As shown, in addition to the shaft torsional stiffness kT , the
equivalent torsional stiffness is softened as a result of speed of rotation v, the blades
inertia J b , the setting angles and the blades modal deflections. It is stiffened as function
of the blades modal deflections and velocities that are multiplied by the speed of rotation.
The diagonal entries of the stiffness matrix are the blades modal stiffness matrix that are
softened and stiffened as function of the speed of rotation, the setting angles and the
torsional
# deflection.
$ Moreover, the inclusion of the stiffening effect in the form of the
matrix ks i has produced coupling # $ in the stiffness matrix between the individual modes
of each blade; as the matrix ks i is non-diagonal.
Property Value
284
Figure 3.
Shaft-disk-blade free
vibration response time
history, blades 1 and 2 are
given initial tip deflection
of 20.01m
Blades condition
monitoring
285
Figure 3.
JQME
12,3
286
Figure 4.
Shaft-disk-blade free
vibration response
frequenct spectrums
Blades condition
monitoring
287
Figure 4.
JQME only blades 1 and 2 free vibration frequency components but also captures blade-3
12,3 second mode free vibration frequency, which is excited by the shaft torsional vibration.
In addition, one can observe that the difference in blades 1 and 2 vibration frequency is
reflected in the torsional vibration spectrum. This directs the attention towards the
broadness of torsional vibration spectrum as indication of mistuning in the blades.
Figure 5.
Shaft torsional vibration
frequency spectrum for a
rotor rotating at speed
v ¼ 100 Hz
Blades condition
monitoring
289
Figure 6.
Shaft torsional vibration
frequency spectrum for a
rotor rotating at speed
v ¼ 100 Hz
three-blades vibration signatures but with less amplitude as the shaft torsional rigidity
is increased to extreme values approaching rigid shaft. The effect of increasing the
drive mass moment of inertia is investigated by increasing the disk mass md by 100
and 1,000 times. The resulting torsional vibration spectrums are shown in Figures 8a
and 8b, for 100md and 1,000md disk mass, respectively. As shown the spectrums
capture the blades forced vibration signatures effectively.
To this end one can observe that for all forced vibration simulations of the rotating
system, the torsional vibration signal captured the blades vibration signatures with
varying sensitivity depending on blade(s) setting angle, the amplitude of excitation, the
shaft torsional rigidity and the drive mass moment of inertia. The least sensitivity is
shown when the setting angle approaches 908 and the shaft torsional rigidity is
infinitely high (approaching rigid).
4. Conclusions
To investigate the feasibility of extracting rotating blades vibration from the shaft
torsional vibration measurement, a mathematical model is developed and simulated in
this study. The model considers n-blades attached radially to a rigid disk with setting
angles, the disk is driven by shaft that is flexible in torsion and the shaft-disk blades
system is rotating at constant speed. The Lagrangian dynamics is employed in
deriving the equations of motion in conjunction with the assumed modes method to
descritize blades flexibility. The model accounted for the blades axial shortening due to
blades bending deflection in the form of the associated stiffening effect. The model is
nonlinear and coupled second order ordinary differential equations with a size
JQME
12,3
290
Figure 7.
Shaft torsional vibration
frequency spectrum for a
rotor rotating at speed
v ¼ 100 Hz
Blades condition
monitoring
291
Figure 8.
Shaft torsional vibration
frequency spectrum for a
rotor rotating at speed
v ¼ 100 Hz
JQME depending on the number of blades and the number of bending modes for each blade
12,3 considered.
The blades free vibration simulation results showed that the shaft torsional
vibration signal carries the blades vibration signatures at their respective natural
frequencies. In addition the effect in blades natural frequencies due to difference in
properties was captured by the torsional vibration spectrum. Less sensitivity is shown
292 for blades with setting angle approaching 908. The forced vibration simulations of the
rotating system showed that the torsional vibration spectrum contains the individual
blades forced vibration frequencies with magnitude depending on the setting angle, the
amplitude of blades’ vibration, the shaft torsional rigidity and the drive inertia.
The proposed mathematical model and simulation results showed that the approach
of measuring the rotating blades vibration using the shaft torsional vibration
measurement is feasible provided that sensitive and reliable torsional vibration pickup
is used.
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Corresponding author
B.O. Al-Bedoor can be contacted at: albedoor@ju.edu.jo or bobedoor@kfupm.edu.sa