TRC Project 40012400028 ON THE MORTON EFFECT: SIMPLIFIED PREDICTIVE MODEL FOR A THERMALLY INSTABILITY INDUCED BY DIFFERENTIAL HEATING IN A JOURNAL BEARING Lili Gu and Luis San Andres
Justification • The Morton Effect (ME) refers to a phenomenon of thermal imbalance induced instability of rotors supported by fluid film bearings. “ They keep happening … ” “ Morton Effect instabilities were like a widely-spread but undiagnosed disease. ” ----D. Childs (2015) • Rotor thermal instability (ME) was added into the rotordynamics tutorial in API 684 2015
Justification 1.Eccentricity is inevitable due to manufacturing, wear during operation, etc eccentricity whirl yields differential heating (Fig. a) temperature difference at the journal (Fig. b) thermal bending levitating vibration level. y P P P C,2 1 H , ,1 H P H ,2 P P P P C,2 ,2 H ,1 C C ,1 o x Fig. a Differential Heating [de Jongh, 2008] Fig. b Temperature Gradient
Justification • However, ME only attracts a limited attrntion in recent years. Stats from “ Web of Science ” "Morton Effect" & "Newkirk Effect" & "Spiral Vibration" &"Thermal" Publication Number Citation Number
Justification • A major reason for the lack of research is that the ME is less likely to cause catastrophe if under proper monitoring. • However, “ it did not appear immediately and did not disappear once initiated (Berot & Dourlens 2009) ” . • Lack of theoretical guidance could cause failure to eliminate ME-induced instability. • A simplified predictive tools can guarantee a continuous running and avoid a major change of rotor systems.
Objective and Executive Summary Objective: Develop a simplified & general model for the ME-induced vibrations with required accuracy. Executive Summary: 1.General excitation mechanisms for ME-alike vibrational problems. 2.Modeling of thermal evolution in ME-alike problems. 3.Develop the simplified analytical model for Morton Effect. 4.Validation of the new Morton Effect model.
ME Mechanism • Thermal bow (geometric imbalance) ( )] T v ( ) t [ v ( ) t v ( ) ... t v t T T ,1 T ,2 T n , Thermal bow can be determined by solving heat transfer equation Thermal boundaries along • Temperature distribution rotor shaft Q Asymmetric temperature Thermal bending
ME Mechanism • Mechanism 1: rotor bow theory ሻ 𝐋 𝐒 𝐰 𝐔 (𝑢 ari arising from M v C +G v K K v F K v ( ) t R b R R b R T asymmetric hea as heating eff effect, , K v ( ), t excitation due to thermal bow is is nat naturally a a fun unction of of R T K , M , G rotor stifness, mass and gyroscopic matrices the the fac actors tha that ca can ca cause R R R C K , , bearing damping and stiffness mat ri ces th the ME ME-induced ins instability b b F , external forces • Mechanism 2:Equivalent mass unbalance 2 i t 𝒇 𝑼 &𝜸 are products of M v C +G v K K v F M e e R b R R b R T the thermal bow magnitude of thermal bow e v T , i 1,2,..., n T , i 1,2,..., n phase betwee n v and vibration vector v , 1,2,. .., T i n
ME Mechanism Thermal bow theory Equivalent mass unbalance theory y y e g g T g e e e um um total v T v v x x 𝐋 𝐒 𝐰 𝐔 (𝑢 ≠ 𝐍 𝐒 𝐟 𝐔 𝛻 2 𝑓 𝑗𝛻𝑢+𝛾 ሻ “ The mass unbalances will produce only small vibrations as the unbalance forces are small. However, geometric unbalances can give large vibrations even at low speed. ” -- B. Larsson (1999) Mechanism 1 is chosen for a direct coupling
Development of Thermal Bow Q • Schmied ’ s Model (S) [Schmied, 1987] Q y o v ω I v T v p v q i 0 n T T 2 Simple, but lack of v p, heat generation factor ( 𝑅 + ) v reflection of e q, heat dissipation factor ( 𝑅 − ) 1 dynamic properties x o v , vibration vector determined by the 𝛛 𝐨 , natural frequency system • Kellenberger Model (K) [1980] Lack of coupling η ω I v Q with vibration 𝐰 v p q i p , T 1 n T 𝜽 𝟐 , coefficient determined by friction/shearing coefficient, dynamic properties of the system, and rotation speed. 𝐑 , normalized heat generation
Development of Thermal Bow • Schmied and Kellenberger Model (SK) Introduce equivalent dynamic coefficients to the rotor’s EOM a 0 v b 0 v c I v f(t) ω v 0 0 v 0 I v p I q i I 0 T T n T 𝐛 ′ , 𝐜 ′ , 𝐝 ′ , coefficients determined by friction/shearing coefficient and the dynamic properties of heating source ሻ 𝐠(𝐮 , external excitation vector
Development of Thermal Bow k Heat Q Q f , , k , c , m , v f m f Generation f f f y c , lubricant friction coeffic ient f v k , c , m dynamic coe fficients of the fluid film f f f Fluid Film • Improved Model 1 (IK model) o x Journal Introduce a coefficient for heat generation to reflect dynamic properties of the system, and, normalized heat generation. • Improved Model 2 (ISK model) Introduce a coefficient for heat generation to reflect dynamic properties of the system, and, the dynamic force induced by journal whirl.
Development of Thermal Bow Under S model is better Reference K model is better significant m f than K model (Most time than S model. when p is consuming) IK has the best small prediction Indicate Instability Positive Damping Eigenvalues
Sensitive Study of Thermal Factors • p – heating factor; q – dissipation factor Frequency Frequency Damping factor Damping factor • Thermal bending frequency is mainly influenced by heating factor p • Thermal damping factor is mainly influenced by dissipation factor q • ISK model can predict the nonlinear model because it models the heating generated in the Newkirk Effect more accurately. However, the nonlinear trend is very small.
ME-Induced Thermal Bow • Identifying the heating factor and the dissipation factor 3 kA 3 R eff q J p 2 mC 2 C c 2 1 p j , J p J , 𝐷 𝑄,𝑘 Journal specific heat capacity 𝑆 𝐾 Journal radius Shaft stiffness 𝜸 Thermal bending coefficient k 𝜑 𝑓𝑔𝑔 Effective viscosity 𝜁 Journal eccentricity ratio 𝐉𝐨𝐮𝐟𝐡𝐬𝐛𝐮𝐟 𝐪 & 𝐫 𝐣𝐨𝐮𝐩 𝐮𝐢𝐟 𝐟𝐫𝐯𝐛𝐮𝐣𝐩𝐨 𝐩𝐠 𝐮𝐢𝐟𝐬𝐧𝐛𝐦 𝐜𝐩𝐱 Model Features: Critical factors such as operational speed, bearing eccentricity, thermal and elastic properties are considered.
ME-Induced Vibration • Coupled Dynamics v v v F M 0 D 0 K K vib vib r vib ext 0 0 v 0 I v p I Q v 0 T T T I Rotor Residual 1 Rotor System O Vibration Imbalance 1 The coupled dynamics forms a I 2 Thermo - Fluid feedback loop Thermal Thermo - Elastic Bow Journal/Shaft • 𝐰 𝐰𝐣𝐜 , lateral vibrations . Differential Temperature O 2 • M, D, K, mass, damping & stiffness matrices. • 𝐰 𝐔 , thermal deformations (thermal bow). Using geometric constraints, this vector’s dimension can be decreased to half the dimension in 𝐰 𝐰𝐣𝐜 • 𝐋 𝑠 , shaft stiffness matrix. Its row dimension is the same as 𝐰 𝐰𝐣𝐜 and its column size corresponds to 𝐰 𝐔 . (4X2 for the Jeffcott rotor model) A critical task is to find the evolution of thermal bending 𝐰 𝐔 .
ME-Induced Vibration Journal Whirl Frequency VS Speeds Effective Temperature VS Speeds Const-visc Therm-visc Lubricant effective temperature increases with speed (almost linearly). Whirl frequencies are independent of temperature rise.
ME-Induced Vibration Influence of Temperature-Dependent Viscosity on Dynamic Coefficients Constant Speed Varying Speed More dramatic change is found at varying speeds than at a constant speed for both stiffness and damping coefficients The rotational speed is more dominant than pure temperature rise in the determination of dynamic coefficients.
ME-Induced Vibration • Model Validation Results Based on the Proposed Models Results from Reference Referenc e data
ME-Induced Vibration • Model Validation Results Based on the Proposed Models Results from Reference ≅ Important Findings: The simplified model proves reliable in predicting the Morton Effect
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