How magnetic oil filtration helps gearboxes work longer

By Paul Dvorak | November 3, 2016

Randy Yount / VP of Operations / FilterMag

Randy Yount

According to the National Renewable Energy Lab (NREL), gearbox problems are the number one cause of turbine downtime. Although the wind industry is getting a handle on why gearboxes do not function for 20 years, it is still necessary to keep a close eye on them through condition-monitoring systems and regular oil analysis. The reason a gearbox needs close attention is the failure of bearings, especially on the high-speed shaft. Currently, most bearing failures eventually result in a gearbox change.

NREL also cites the average cost to change a high-speed shaft bearing up tower at about $46,000. What's worse is the average cost to exchange the gearbox. It's about $424,000.

A typical wind-turbine installation wraps a FilterMag XT8PR around a gearbox oil filter. A stainless-steel band secures the magnets to the aluminum filter housing. Captured particles are wiped from the inside wall of the housing during a filter change.

However, using magnetic filtration to capture the debris from a failing bearing, along with early detection, could save an operator more than $300,000 for a single bearing failure. And when gearboxes are installed in offshore wind turbines, as they will be in some 8-MW units, a long working gearbox life is all the more important.

It is generally accepted that when a failing bearing is detected soon enough and damage to the rest of the gearbox controlled, then it is possible to replace a bearing instead of having to change the gearbox. Condition monitoring with an early borescope evaluation can identify the bearing problem. The most damaging particles are less than 10 µm in size, small enough the pass through standard filtration. Magnetic filtration can mitigate the collateral damage to the rest of the gearbox by capturing the debris generated by a slowly failing bearing.

To test the magnetic capture of fine steel particles in gearbox oil, three 1.5­MW wind turbines monitored by gearbox­oil analysis were each fitted with a pair of magnetic filters on their existing filter housings. Hydac 5­µm filtration was used on each turbine. Oil sampling was conducted at 1, 2, and 4 months after the magnet installations.

Analysis of gearbox oil subjected to magnetic filtration with a conventional 5­µm filter revealed an overall 78% reduction in oil contamination, which leads to a calculated 50% longer bearing life and 30% longer gear life.

The test demonstrated that a 78% reduction in total particles was possible after four months. Average ISO 4406 particle counts changed from 19/17/14 to 17/15/12. According to data from the Noria Corporation, this change of two code drops would indicate that bearings could last 50% longer and gears 30% longer. Noria is a Tulsa-based tribology consulting and training company.

Magnetic filters are available for most existing oil filters. The outside diameter of a spin-on oil filter or the outside diameter of a filter canister determines which unit fits a particular application. The magnetic traps also work on hydraulic systems.

A typical spin-on oil filter that had been fitted with a FilterMag has been dissected to show the steel particles captured and held in place by the magnets. The image on the right is a microscopic view of captured particles all smaller than 20 microns.

The magnetic filters are reusable and typically outlast the equipment on which they are installed. Other types of magnetic filtration are available but generally require plumbing equipment in-line.