Due to the advancing autonomization in the vehicle and manufacturing industries, automatic condition monitoring of individual components and assemblies is increasingly coming to the fore.
An additional digital fallback level is becoming increasingly important, in particular in the case of safety-relevant components and assemblies. A method for timely detection prior to function-endangering damage is consequently of utmost importance.
Such a method is known, for example, from DE 10 2016 222 660 A1, in which the following method steps are carried out to detect damage and/or wear to translationally moving parts of an electromechanical drive:
Furthermore, U.S. Pat. No. 4,965,513 A describes a method for monitoring the operating conditions of an electrically driven valve by performing an analysis of the motor current. For this purpose, various methods of frequency analysis are applied to the motor current in order to generate a noise signature of the motor current, by means of which noise signature wear and abnormal operating states are to be detected. It should be possible to determine different characteristic operating states of the electrically driven valve by means of the noise signature, in particular the sum of all mechanical load changes could be detectable, which load changes are manifested in the frequency spectrum and in the amplitudes. If such noise signatures are generated in different time periods during operation, it should be possible to determine aging and wear or abnormal operating conditions.
These methods known from the prior art suffer from the fact that the processing of the motor current signals is insufficient to make reliable statements regarding wear and damage under varying environmental influences and/or operating conditions of the motor gearbox unit with an electric motor and a gearbox connected to the output side thereof. The approach described in EP 4 012 426 A1 addresses these problems, but there is still room for improvement with regard to the use of resources and the early detection of damage.
The tasks of the invention therefore consist in providing a method for automatic detection of gear damage to a gearbox, which enables improved, resource-saving and early damage detection, which at the same time is largely independent of varying environmental influences and/or operating conditions of the motor-gearbox unit.
In the method according to the invention for detecting wear and/or damage to a motor-gearbox unit with a motor and a gearbox coupled to the motor on the output side, a detection module determines an input and/or output torque either directly—for example, with a torque measuring shaft—or indirectly—for example, by measuring the motor current(s)—as a measured variable that can be unambiguously correlated with the input and/or output torque when the gearbox is moved by the motor. In this way, a signal curve correlating to the torque is respectively generated for such movements, which signal curve reflects the input and/or output torque respectively determined directly or indirectly as a function of a variable correlated with the position of the gearbox.
The term “position of the gearbox” is understood to mean the changing orientation and/or spatial position of the components of the gearbox during the movement of the gearbox. A position of a gearbox can therefore be described, for example, by which teeth of the gearwheels forming the gearbox are currently engaged with each other or, by way of example, which torsion angle a gearwheel has relative to a reference point.
For the sake of simplicity, the term “gearbox damage” is used below as a collective term for wear and damage to gears or gear damage and bearing damage.
Furthermore, for reasons of clarity, the previously described signal curve correlating with the torque, which reflects the directly or indirectly determined input and/or output torque as a function of a variable correlated with the position of the gearbox, is referred to in the following in simplified form as “signal curve” or “signal curves.”
According to the method of the invention, at least some of these signal curves are moreover analyzed automatically. In this automated analysis, a region of the variable correlated with the position of the gearbox is respectively identified in which a defined characteristic feature of gearbox damage occurs.
In the event that there is gearbox damage, the same regularly influences the torque behavior of the motor, which, for example, increases the input torque through appropriate control due to a temporarily inefficient torque transmission in order to ensure the required output torque.
Thus, in the simplest case, such an analysis may simply consist of determining a maximum value in a signal curve, determining a region under a portion of a signal curve, or determining a location on the signal curve where it is most likely to exhibit a predetermined curve shape. In more complex cases, a pre-selection or pre-processing of signal curves can also be performed in advance of the application of the respective criterion.
In each signal curve that is analyzed, a region (which may correspond, for example, to an angular position of a particular gear of the gearbox) that fulfills the criterion used for damage detection (for example, maximum in the signal curve) is identified.
This identified region is automatically assigned to a histogram class (which is to say, in other words, entered into this class so that the number of events or alternatively regions assigned to this class increases, which can be done in particular by an immediate summation; but also, for example, by keeping a respective list of the signal curves assigned to a class), and it is automatically checked whether there is an unexpected accumulation of entries in a class in the histogram (in particular, by comparing the number of events added up or by determination and comparison of list lengths). If this is the case, there is indeed gearbox damage. In this case, a warning message can, for example, be generated so that the damage can be repaired before a total failure of the motor-gearbox unit occurs.
A first key finding underlying the invention is that the application of a criterion for damage detection is possible on signal curves of motor-gearbox units without gearbox damage, which as a rule, then leads to substantially randomly distributed results for the position at which said criterion locates the gearbox damage in the respective signal curve. Even if, in an exceptional case in a special application, no random distribution of said alleged gearbox damage occurs, the expected distribution of results can be easily determined for an undamaged gearbox and can be used as the basis for damage monitoring, for example, by performing a weighted background correction.
When, however, gearbox damage begins to occur, the change in the signal curve caused by the damage and amplified as the damage becomes more severe will cause the expected distribution of results to change significantly in the region or regions of the signal curve where, for example, a damaged tooth is loaded for torque transmission.
A second key finding is that, as a rule, it is not necessary to determine the exact position or alternatively the type of gearbox damage, but rather only to detect that gearbox damage is present at some position, since the resulting need for a gearbox change is independent of which component of the gearbox is damaged.
This allows for an approach based upon histograms, in which the path/angle traversed during the recording of the signal curve is divided into regions and for each of said regions a count is made as to how often the damage detection criterion was met in said region. For this purpose, a memory with a size of a few kilobytes is sufficient, in which only very simple arithmetic operations need to be executed. The evaluation of whether real gearbox damage is present, which is manifested by the deviation of the distribution in this histogram from an expected distribution, in particular a random distribution, is also mathematically attributable to simple comparison operations. The computing power required by the use of the method according to the invention is therefore just as low as the memory space required.
In a preferred embodiment of the method, an automated pre-selection of the signal curves to be analyzed is performed.
It can, in particular, be provided that only signal curves containing torque information on gearbox positions that completely cover a specified region are allowed for further evaluation during the preselection.
Alternatively or additionally, the preselection can be carried out in such a way that, during the preselection, only signal curves, in which the deviation of the absolute maximum and of the absolute minimum from the mean value of the signal curve does not exceed a predefined limit value, are taken into account. The logic of this measure becomes apparent when considering extreme changes in load. Short-term torque peaks, especially upon a reversal of direction of rotation and/or a load reversal, make it difficult to determine reliable damage-indicating characteristics.
In a preferred variant of the method, a constant component is determined and removed from signal curves to be analyzed, which enables the signal curve to be analyzed. This determination can, for example, be carried out by forming a moving average of the signal curve to smooth the signal curve; the constant component can then be removed by subtracting this moving average from the corresponding associated measured value of the signal curve.
If a division by the smoothed signal curve is additionally performed, a correction of torque-dependent, periodically-occurring amplitudes can be enabled. Additional smoothing and/or low-pass filtering can also eliminate any interference signals from the signal curve.
An alternative approach provides for the determination and removal of the constant component by applying a bandpass filter to the signal curve. An advantage of this method is that a comparatively limited computing power is required to perform it, which facilitates its execution while respecting standards in the automotive field.
Preferably, in so doing, the upper and lower frequency limits of the bandpass filter are chosen as a function of input speed in such a manner that the gear engagement frequency of the gearbox components to be monitored represents the main component of the periodic fluctuations of the signal.
A normalization of the signal curve with the determined constant component can further improve the reliability of the analysis.
Preferably, the histogram is stored in the form of a number array which, for each region of the variable correlated with the position of the gearbox, stores the number ni of signal curves, during the analysis of which the characteristic feature of gearbox damage was assigned to this region, as well as the number of rollovers ri of this angular range. In this case, i indexes the respective angular range. This represents an efficient storage method that requires a small permanent memory space.
Inasmuch as the numbers in the array can become very large with an increasing number of measuring cycles and thereby in turn require more memory space, and inasmuch as there are angular ranges that are rarely rolled over, a correction or a type of normalization of the damage events to the number of rollovers is preferred.
The following rule is used to determine the corrected values ni-new and ri-new within the number array:
1. ni-new=ni−
2. ri-new=ri−c Equation (1)
To decide whether or not a gearbox damage warning is issued, the number array can be evaluated by means of a limit value comparison. In this case, a limit value comparison according to the formula
has proven successful. In this formula, X represents the maximum number nmax normalized to the mean value of all entries ni without nmax and Trel represents the threshold value beyond which a gearbox damage warning is issued. i represents the index of the angular range and is the run variable over which summation is performed, j represents the number of classes into which the entire angular range is divided.
In a preferred embodiment of the invention, during the automated check as to whether there is an unexpected accumulation of entries in a class in the histogram, such that there is wear and/or gearbox damage, it is provided that a non-randomly distributed background is corrected. In this way, systematic effects that may appear depending on the specific use of the motor-gearbox unit can be corrected. The method presented enables the detection of gearbox damage to different gearbox types. Mentioned here by way of example are spur gearboxes, helical gearboxes and worm gearboxes, which among others are also used for safety-relevant applications in the automotive field.
Depending on the application, there may be situations in which certain gearbox damage is only noticeable in one running direction of the motor-gearbox arrangement. If signal curves are analyzed separately according to running direction, reliable detection of such gearbox damage is also possible.
The invention is explained in greater detail below with reference to the figures. Wherein:
The motor-gearbox unit 10 necessarily comprises a motor 1, which is, in particular, here implemented by means of an electric motor. The specific construction type of the electric motor is not important; by way of example, it can be a servo motor, a brushless direct current motor or even a brushed electric motor.
It is essential that the motor-gearbox unit 10 comprises a detection module 2, which is configured and operable to enable the direct or indirect recording of the input and/or output torque as a measured variable that can respectively be unambiguously correlated with the torque, in particular one that is proportional thereto, such as, for example, the time-resolved motor current. This measured variable is therefore repeatedly measured during operation of the motor-gearbox unit 10, whereas the gearbox or the components that form it are in different positions, in particular engagement positions, such that during a movement of the motor-gearbox unit 10, a signal curve is respectively generated, which reflects the input and/or output torque respectively determined either directly or indirectly as a function of a variable correlated with the position of the gearbox.
The gearbox 3 to be monitored, which, by way of example, is here a helical-/worm gearbox, is driven by the drive 1, so that a movement, which is to say, for example, a plunger being moved, is brought about by the drive under the influence of a load 4, the magnitude of which can change.
According to the invention, the signal curves recorded by this detection module 2 are used as a parameter for the occurrence of gear damage, which signal curves enable the direct or indirect detection of the torque curve of a gearbox under load and enable the identification of irregularities in the signal curve, which allow early damage detection.
In this example, the data shown represent input torques acquired by means of a torque measuring shaft as a function of a variable correlated with the angle of rotation, whereas the respective gearbox 3 is moved at a defined speed from a defined start position to a defined end position. In this example, the respective measured values are plotted against a relative sampling index, which is therefore a variable that is proportional to the measuring time and can therefore be reproducibly assigned to a given gearbox position, in order to generate the respective signal curve.
The gearbox position can generally be determined by a variety of variables correlated with it, for example, as a function of a running time of the motor, by monitoring the position of the rotor of the motor, by monitoring the position of a plunger moved by the motor-gearbox unit 10 or by similar measures.
The signal curve 22 of the damaged gearbox 3 differs from the signal curve 21 of the intact gearbox 3 by the maximums that occur. These significantly pronounced modulations in the signal curve 22 are caused by the engagement of a damaged tooth, which modulations result in the drive motor increasing the input torque to provide the required output torque due to inefficient torque transmission.
Such anomalies can be used to define criteria for detecting damage. Examples of such criteria are extreme values of the data (maximums, minimums, etc.), the area (sum, integral) under the maximums/minimums of a certain region correlating with the angle of rotation, or similar characteristics. If damage occurs, one or a plurality of these characteristics increases significantly and marks the beginning of damage that is occurring.
To illustrate this fact,
It can be seen in
Under ideal conditions, such as those that can be achieved, for example, in endurance tests with motor-gearbox units 10 in the laboratory, gearbox damage can thus be reliably determined from directly or indirectly obtained torque measurement data. These conditions are ideal in two respects:
Firstly, the environmental conditions are controllable and as a consequence virtually constant, which facilitates the precise identification of the features. In the case of an in situ measurement of an operation of a motor-gearbox unit 10 in a real application, the situation is much more complex. The signal curves of two successive travel cycles can hereby differ drastically one from the other, for example, in terms of speed and output load over time.
Secondly, computing power and memory space are regularly available on a large scale for automated data analysis under laboratory conditions, whereas these resources are available to a lesser extent when operating under real conditions (for example, in a vehicle).
To illustrate this fact,
The challenge here is that a comparability between measurement signals, recorded under different measurement conditions, must be achieved with as little computational effort as possible.
If one applies the steps of the analysis procedure shown in
Initially, a preselection of the measuring cycles to be used is made (point (1.) in
In point (2.) in
It is true for both approaches that they can be carried out with minimal computational effort and simple mathematical operations.
In the next two steps, (3.) and (4.), in
In this case, the angle scale of
If, due to the detection module 2, the detected signal curve is available as a function of the angle scale, which indicates the corresponding position of the monitored gearbox component, the corrected signal curve generated according to steps (1.) and (2.) in
A αmax is determined for each individual signal curve passing the preselection (step (1.) in
If a further thirty signal curves are added to the approximately thirty evaluated data sets, in which, in this example, a damaged worm wheel is present, the histogram 52 shown in
In order to satisfy the requirements of a small available permanent memory space, the method according to the invention requires only a number array with a size of a few kilobytes, which must be stored permanently. Table 1 schematically shows how such an array is constructed with a class variable of 10° and the class index i, and in which manner the individual cells can be “filled.”
Here, only the number ni of individual events at certain angular positions and the number of rollovers ri of this angular range are counted up and stored.
For example, a simple query of the angular position of the maximum in the number array, combined with a limit value comparison, can enable an evaluation of the state of the gearbox. Since the numbers in the array can become very large with an increasing number of measuring cycles and thus require more memory space, and since there are angular ranges that are rarely rolled over, a correction or alternatively a kind of normalization of the damage events to the number of rollovers must be made.
The following rule is used to determine the corrected values ni-new and ri-new within the number array:
1. ni-new=ni−
2. ri-new=ri−c Equation (1)
After each application of the rule from equation (1) to all cells, a limit value comparison enables an evaluation of the state of the gearbox. Equation (2) symbolically represents the limit value comparison:
X is hereby the maximum number nmax divided by the mean value of the individual entries ni without nmax. j hereby represents the number of array classes. If X exceeds a previously defined relative limit value Trel, then the gearbox is declared as “out of order.” As a consequence, a maintenance recommendation can be issued (
The specified logic represents a possibility for a condition monitoring of a motor-gearbox unit 10, which saves computing resources and allows system monitoring to be achieved with the lowest possible additional costs without additional hardware.
Number | Date | Country | Kind |
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22202382.2 | Oct 2022 | EP | regional |