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Integrated design and maintenance strategies for wind turbine gearboxes

Yazid Aafif (LGIPM, Computer Engineering, Production and Maintenance Laboratory, University of Lorraine, Metz, France)
Jérémie Schutz (LGIPM, Computer Engineering, Production and Maintenance Laboratory, University of Lorraine, Metz, France)
Sofiene Dellagi (LGIPM, Computer Engineering, Production and Maintenance Laboratory, University of Lorraine, Metz, France)
Anis Chelbi (Department of Mechanical Engineering, RIFTSI Lab: Intelligent Robotics, Reliability, Signal and Image Processing, ENSIT, University of Tunis, Tunis, Tunisia) (Mediterranean School of Business, South Mediterranean University, Tunis, Tunisia)
Lahcen Mifdal (LIDRA, InterDisciplinary Applied Research Laboratory, International University of Agadir - Universiapolis, Agadir, Morocco)

Journal of Quality in Maintenance Engineering

ISSN: 1355-2511

Article publication date: 7 August 2024

Issue publication date: 25 October 2024

49

Abstract

Purpose

The purpose of this paper is to optimize the maintenance strategies for wind turbine (WT) gearboxes to minimize costs associated with PM actions, cooling, production loss and gearbox replacement. Two approaches, periodic imperfect maintenance and a novel design incorporating alternating gearboxes are compared to identify the most cost-effective solution.

Design/methodology/approach

This study employs mathematical modeling to analyze the design, operation and maintenance of WT gearboxes. Two maintenance strategies are investigated, involving periodic imperfect maintenance actions and the incorporation of two similar gearboxes operating alternately. The models determine optimal preventive maintenance (PM) and switching periods to minimize total expected costs over the operating time span.

Findings

The research findings reveal, for the considered case of a moroccan wind farm, that the use of two similar gearboxes operating alternately is more cost-effective than relying on a single gearbox. The mathematical models developed enable the determination and comparison of optimal strategies for various WT gearbox scenarios and associated maintenance costs.

Research limitations/implications

Limitations may arise from simplifications in the mathematical models and assumptions about degradation, temperature monitoring and maintenance effectiveness. Future research could refine the models and incorporate additional factors for a more comprehensive analysis.

Practical implications

Practically, the study provides insights into optimizing WT gearbox maintenance strategies, considering the trade-offs between PM actions, cooling, production loss and gearbox replacement costs. The findings can inform decisions on maintenance planning and design modifications to enhance cost efficiency.

Social implications

While the primary focus is on cost optimization, the study indirectly contributes to the broader societal goal of sustainable energy production. Efficient maintenance strategies for WTs help ensure reliable and cost-effective renewable energy, potentially benefiting communities relying on wind power.

Originality/value

This paper introduces two distinct strategies for WT gearbox maintenance, extending beyond traditional periodic maintenance. The incorporation of alternating gearboxes presents a novel design approach. The developed mathematical models offer a valuable tool for determining and comparing optimal strategies tailored to specific WT scenarios and associated maintenance costs.

Keywords

Citation

Aafif, Y., Schutz, J., Dellagi, S., Chelbi, A. and Mifdal, L. (2024), "Integrated design and maintenance strategies for wind turbine gearboxes", Journal of Quality in Maintenance Engineering, Vol. 30 No. 3, pp. 521-539. https://doi.org/10.1108/JQME-01-2024-0009

Publisher

:

Emerald Publishing Limited

Copyright © 2024, Emerald Publishing Limited

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